Portfolio (Quarterly)
Guide ↗
MONETA GROUP INVESTMENT ADVISORS LLC
· CIK 0001120927| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | CYBERARK SOFTWARE LTD | — | 628 | $280K | 0.00% | SOLD |
| 22 | B | BARRICK MNG CORP | Basic Materials | 6,261 | $273K | 0.00% | SOLD |
| 23 | TTD | THE TRADE DESK INC | Technology | 7,118 | $270K | 0.00% | SOLD |
| 24 | SOVF | ELEVATION SERIES TRUST | — | 8,940 | $261K | 0.00% | SOLD |
| 25 | KD | KYNDRYL HLDGS INC | Technology | 9,816 | $261K | 0.00% | SOLD |
| 26 | SIL | GLOBAL X FDS | — | 3,101 | $259K | 0.00% | SOLD |
| 27 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 1,153 | $257K | 0.00% | SOLD |
| 28 | VGSH | VANGUARD SCOTTSDALE FDS | — | 4,342 | $255K | 0.00% | SOLD |
| 29 | NVO | NOVO-NORDISK A S | Healthcare | 4,929 | $251K | 0.00% | SOLD |
| 30 | AVUS | AMERICAN CENTY ETF TR | — | 2,096 | $234K | 0.00% | SOLD |
| 31 | ETHE | GRAYSCALE ETHEREUM TRUST ETF | Financial Services | 9,558 | $233K | 0.00% | SOLD |
| 32 | OMC | OMNICOM GROUP INC | Communication Services | 2,880 | $233K | 0.00% | SOLD |
| 33 | TECL | DIREXION SHS ETF TR | — | 1,960 | $230K | 0.00% | SOLD |
| 34 | VYMI | VANGUARD WHITEHALL FDS | — | 2,521 | $227K | 0.00% | SOLD |
| 35 | G | GENPACT LIMITED | Technology | 4,838 | $226K | 0.00% | SOLD |
| 36 | TWLO | TWILIO INC | Communication Services | 1,586 | $226K | 0.00% | SOLD |
| 37 | SAP | SAP SE | Technology | 922 | $224K | 0.00% | SOLD |
| 38 | ZS | ZSCALER INC | Technology | 990 | $223K | 0.00% | SOLD |
| 39 | SNOW | SNOWFLAKE INC | Technology | 1,009 | $221K | 0.00% | SOLD |
| 40 | CGMU | CAPITAL GRP FIXED INCM ETF T | — | 7,967 | $218K | 0.00% | SOLD |
Sector Allocation
Technology
28.1%
Financial Services
19.7%
Consumer Defensive
16.2%
Industrials
8.2%
Communication Services
6.2%
Consumer Cyclical
6.1%
Healthcare
6.1%
Energy
5.7%
Utilities
2.3%
Basic Materials
1.1%