MONETA GROUP INVESTMENT ADVISORS LLC
Q4 2024 Form 13-F
ST LOUIS, MISSOURI
CIK 0001120927
· CRD 104727
· SEC-registered investment adviser
$7.1B Reported Value Total
MONETA GROUP INVESTMENT ADVISORS, LLC reports 40,790 total accounts under management (AUM). There are 24,980 discretionary accounts valued at $28,346,173,355, and 15,810 non-discretionary accounts valued at $9,135,466,563.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-31
Reported value
$7.1B
Quarter over quarter
-20.5%
Holdings
662
Top-10 concentration
40.1%
Key People
Form ADV owners & control persons
Nicole Lynn Bailey
BOARD MEMBER
Amanda Claire Barrale
CHIEF PLATFORM OFFICER
Keith John Bowles
PRESIDENT/CHIEF OPERATING OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q4 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | February 11, 2025 |
| Form | 13F-HR |
| Reported value | $7.1B |
| Positions | 662 |
| Change in reported value | +3.7% |
| New positions | 56 |
| Exited positions | 38 |
| Position turnover | 13.4% |
| Top-10 concentration | 40.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
873 | $13.5B |
|
Q1 2026 13F
Filed May 12, 2026
|
800 | $13.3B |
|
Q4 2025 13F
Filed Feb 12, 2026
|
804 | $13.2B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
789 | $12.6B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
704 | $8.4B |
|
Q1 2025 13F
Filed May 15, 2025
|
666 | $7.3B |
|
Q4 2024 13F
Filed Feb 11, 2025
|
662 | $7.1B |
|
Q3 2024 13F
Filed Nov 12, 2024
|
645 | $6.9B |
|
Q2 2024 13F
Filed Aug 13, 2024
|
607 | $6.3B |
|
Q1 2024 13F
Filed Aug 13, 2024
|
605 | $6.1B |
|
Q4 2023 13F
Filed Feb 15, 2024
|
563 | $5.1B |
|
Q3 2023 13F
Filed Nov 15, 2023
|
525 | $4.4B |
|
Q2 2023 13F
Filed Aug 15, 2023
|
543 | $4.5B |
|
Q1 2023 13F
Filed May 15, 2023
|
538 | $4.2B |
|
Q4 2022 13F
Filed Feb 15, 2023
|
456 | $3.6B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
432 | $2.6B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
469 | $2.9B |
|
Q1 2022 13F
Filed May 11, 2022
|
445 | $2.5B |
|
Q4 2021 13F
Filed Feb 11, 2022
|
476 | $2.5B |
|
Q3 2021 13F
Filed Nov 12, 2021
|
454 | $2.2B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SCHX SCHWAB STRATEGIC TR | $608.2M | 8.52% |
| 2 | VUG VANGUARD INDEX FDS | $322.0M | 4.51% |
| 3 | IEMG ISHARES INC | $298.3M | 4.18% |
| 4 | VTV VANGUARD INDEX FDS | $290.4M | 4.07% |
| 5 | VV VANGUARD INDEX FDS | $280.1M | 3.92% |
| 6 | IVV ISHARES TR | $279.5M | 3.92% |
| 7 | VOO VANGUARD INDEX FDS | $212.9M | 2.98% |
| 8 | SCHM SCHWAB STRATEGIC TR | $207.3M | 2.9% |
| 9 | ADM ARCHER DANIELS MIDLAND CO | $191.3M | 2.68% |
| 10 | IJR ISHARES TR | $168.9M | 2.37% |
| 11 | AAPL APPLE INC | $160.3M | 2.25% |
| 12 | VO VANGUARD INDEX FDS | $148.7M | 2.08% |
| 13 | IEFA ISHARES TR | $141.9M | 1.99% |
| 14 | VBK VANGUARD INDEX FDS | $136.0M | 1.91% |
| 15 | SCHG SCHWAB STRATEGIC TR | $133.8M | 1.87% |
| 16 | VOE VANGUARD INDEX FDS | $127.3M | 1.78% |
| 17 | VB VANGUARD INDEX FDS | $121.4M | 1.7% |
| 18 | IVW ISHARES TR | $120.3M | 1.68% |
| 19 | VOT VANGUARD INDEX FDS | $117.6M | 1.65% |
| 20 | IWF ISHARES TR | $104.2M | 1.46% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.