Portfolio (Quarterly) Guide ↗

MONETA GROUP INVESTMENT ADVISORS LLC

· CIK 0001120927

13F Portfolio $13.3B AUM 811 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 61 New 331 Added 277 Reduced 62 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
61	—	TWO HARBORS INVENTMENT CORPO	—	100	$10K	—	SOLD
62	—	GEOVAX LABS INC	—	800	$3K	—	SOLD

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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%