Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MONETA GROUP INVESTMENT ADVISORS LLC 02-15-2024 12-31-2023 565 5,060,796,201
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
L3HARRIS TECHNOLOGIES INC COM 701 $204,512 971 0.00 971 +Inf 12-31-2023
CUMMINS INC COM 702 $204,353 853 0.00 853 +Inf 12-31-2023
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 703 $203,922 1,773 0.00 1,773 +Inf 12-31-2023
NEWMONT CORP COM 704 $202,606 4,895 0.00 4,895 +Inf 12-31-2023
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