MONETA GROUP INVESTMENT ADVISORS LLC Diversified Active

Location: St Louis, MO

CIK: 0001120927 · Show all filings

Period: Q4 2012 (← Previous) (Next →)

Filing Date: May 22, 2014

Total Value: $116M (100.0% shares, 0.0% debt)

Holdings (103)

EFA iShares MSCI EAFE Index 8.1%
Value $9.321M Shares 163,936 Est. Cost $53.12 Unrealized
IWN iShares Russell 2000 Value Ind 5.5%
Value $6.316M Shares 83,649 Est. Cost $74.24 Unrealized
IWO iShares Russell 2000 Growth In 4.5%
Value $5.158M Shares 54,123 Est. Cost $95.55 Unrealized
SCZ iShares MSCI EAFE Small Cap In 4.2%
Value $4.825M Shares 118,512 Est. Cost $38.96 Unrealized
SDY SPDR S&P Div 4.1%
Value $4.772M Shares 82,046 Est. Cost $58.12 Unrealized
IVE iShares S&P 500 Value Index 3.9%
Value $4.491M Shares 67,642 Est. Cost $65.80 Unrealized
IVW iShares S&P 500 Growth Index 3.6%
Value $4.151M Shares 54,809 Est. Cost $77.72 Unrealized
IVV iShares S&P 500 3.1%
Value $3.54M Shares 24,730 Est. Cost $144.40 Unrealized
Exxon Mobil Corp 3.0%
Value $3.457M Shares 39,945 Est. Cost $91.37 Unrealized
DVY iShares DJ Sel Dividend 2.8%
Value $3.247M Shares 56,722 Est. Cost $57.63 Unrealized
PG Procter & Gamble Co 1.9%
Value $2.145M Shares 31,596 Est. Cost $68.95 Unrealized
CVX Chevron Corp New 1.8%
Value $2.11M Shares 19,514 Est. Cost $116.55 Unrealized
JNJ Johnson & Johnson 1.6%
Value $1.829M Shares 26,091 Est. Cost $68.92 Unrealized
IWM iShares R2000 Index 1.6%
Value $1.829M Shares 21,687 Est. Cost $83.47 Unrealized
Express Scripts Inc 1.5%
Value $1.788M Shares 33,116 Est. Cost $61.66 Unrealized
LOW Lowes Cos Inc 1.4%
Value $1.672M Shares 47,080 Est. Cost $30.49 Unrealized
ALL Allstate Corp 1.4%
Value $1.666M Shares 41,475 Est. Cost $39.72 Unrealized
DWX SPDR S&P International Dividen 1.3%
Value $1.463M Shares 30,402 Est. Cost $45.41 Unrealized
JPM JP Morgan Chase & Co 1.2%
Value $1.413M Shares 32,125 Est. Cost $40.78 Unrealized
ORCL Oracle Corp 1.2%
Value $1.408M Shares 42,270 Est. Cost $31.46 Unrealized
QCOM Qualcomm Inc 1.2%
Value $1.401M Shares 22,645 Est. Cost $62.45 Unrealized
INTC Intel Corp 1.2%
Value $1.388M Shares 67,312 Est. Cost $22.54 Unrealized
General Electric 1.2%
Value $1.329M Shares 63,326 Est. Cost $22.70 Unrealized
Eaton Corp 1.1%
Value $1.326M Shares 24,480 Est. Cost $47.65 Unrealized
MSFT Microsoft Corp 1.1%
Value $1.235M Shares 46,226 Est. Cost $29.75 Unrealized
Suntrust Banks Inc 1.1%
Value $1.23M Shares 43,400 Est. Cost $28.28 Unrealized
CBS Corp New Cl B 1.0%
Value $1.208M Shares 31,745 Est. Cost $36.49 Unrealized
EBAY Ebay Inc 1.0%
Value $1.186M Shares 23,250 Est. Cost $48.38 Unrealized
IBM Intl Business Machines 1.0%
Value $1.186M Shares 6,192 Est. Cost $207.53 Unrealized
Google Inc Cl A 1.0%
Value $1.13M Shares 1,598 Est. Cost $748.09 Unrealized
SLB Schlumberger Ltd 1.0%
Value $1.098M Shares 15,840 Est. Cost $72.01 Unrealized
PFE Pfizer Inc 0.9%
Value $1.095M Shares 43,651 Est. Cost $24.86 Unrealized
AT&T Inc 0.9%
Value $1.081M Shares 32,066 Est. Cost $37.56 Unrealized
JBL Jabil Circuit Inc 0.9%
Value $1.068M Shares 55,375 Est. Cost $18.73 Unrealized
PEP Pepsico Inc 0.9%
Value $1.009M Shares 14,750 Est. Cost $70.79 Unrealized
AAPL Apple Inc 0.9%
Value $990K Shares 1,860 Est. Cost $652.18 Unrealized
GILD Gilead Sciences Inc 0.8%
Value $955K Shares 13,005 Est. Cost $66.32 Unrealized
Sigma Aldrich Corp 0.8%
Value $942K Shares 12,803 Est. Cost $71.93 Unrealized
EMC Corp Mass 0.8%
Value $914K Shares 36,130 Est. Cost $27.27 Unrealized
BEN Franklin Res Inc 0.8%
Value $873K Shares 6,945 Est. Cost $125.08 Unrealized
MA Mastercard Inc Cl A 0.7%
Value $853K Shares 1,736 Est. Cost $451.21 Unrealized
EFSC Enterprise Financial Services 0.7%
Value $852K Shares 65,165 Est. Cost $13.59 Unrealized
BIIB Biogen Idec Inc 0.7%
Value $848K Shares 5,792 Est. Cost $149.22 Unrealized
EMR Emerson Electric Company 0.7%
Value $842K Shares 15,891 Est. Cost $48.63 Unrealized
IDV iShares Dow Jones Intl Select 0.7%
Value $834K Shares 24,755 Est. Cost $31.63 Unrealized
POST Post Holdings Inc 0.7%
Value $831K Shares 24,257 Est. Cost $30.52 Unrealized
Forest Laboratories 0.7%
Value $816K Shares 23,110 Est. Cost $35.56 Unrealized
SPY SPDR S&P 500 0.7%
Value $796K Shares 5,586 Est. Cost $144.03 Unrealized
Verizon Communications 0.7%
Value $787K Shares 18,183 Est. Cost $45.33 Unrealized
Allergan Inc 0.6%
Value $746K Shares 8,135 Est. Cost $91.59 Unrealized
DHR Danaher Corp 0.6%
Value $718K Shares 12,840 Est. Cost $55.30 Unrealized
AEO American Eagle Outfitters New 0.6%
Value $671K Shares 32,740 Est. Cost $20.49 Unrealized
URBN Urban Outfitters Inc 0.6%
Value $663K Shares 16,845 Est. Cost $39.36 Unrealized
Quanta Services Inc 0.6%
Value $653K Shares 23,925 Est. Cost $27.29 Unrealized
BRK/B Berkshire Hathaway Inc Del B N 0.5%
Value $603K Shares 6,721 Est. Cost $88.23 Unrealized
CSCO Cisco Systems 0.5%
Value $586K Shares 29,815 Est. Cost $19.10 Unrealized
ABT Abbott Labs 0.5%
Value $585K Shares 8,928 Est. Cost $68.33 Unrealized
Energizer Holdings Inc 0.5%
Value $575K Shares 7,189 Est. Cost $74.58 Unrealized
WSM Williams Sonoma 0.5%
Value $568K Shares 12,975 Est. Cost $43.88 Unrealized
Citrix Systems Inc 0.4%
Value $502K Shares 7,650 Est. Cost $76.32 Unrealized
BMY Bristol Myers Squibb Co 0.4%
Value $500K Shares 15,336 Est. Cost $33.72 Unrealized
WFC Wells Fargo & Co 0.4%
Value $490K Shares 14,340 Est. Cost $34.49 Unrealized
SF Stifel Finl Corp 0.4%
Value $459K Shares 14,350 Est. Cost $33.58 Unrealized
IWF iShares Russell 1000 Growth In 0.4%
Value $427K Shares 6,524 Est. Cost $66.64 Unrealized
HIG Hartford Finl Svcs Group Inc 0.4%
Value $411K Shares 18,315 Est. Cost $19.42 Unrealized
Jacobs Engr Group Inc Del 0.4%
Value $408K Shares 9,590 Est. Cost $40.75 Unrealized
USB US Bancorp 0.3%
Value $382K Shares 11,975 Est. Cost $33.44 Unrealized
PFG Principal Financial Group Inc 0.3%
Value $359K Shares 12,576 Est. Cost $26.94 Unrealized
3M Company 0.3%
Value $344K Shares 3,700 Est. Cost $92.44 Unrealized
WMT Wal-Mart Stores 0.3%
Value $328K Shares 4,807 Est. Cost $73.86 Unrealized
ITW Illinois Tool Works Inc 0.3%
Value $322K Shares 5,300 Est. Cost $59.43 Unrealized
AGCO AGCO Corp 0.3%
Value $307K Shares 6,250 Est. Cost $47.52 Unrealized
V Visa Inc Cl A 0.3%
Value $303K Shares 2,000 Est. Cost $134.50 Unrealized
LMT Lockheed Martin Corp 0.3%
Value $294K Shares 3,190 Est. Cost $93.18 Unrealized
IVZ Invesco Ltd 0.2%
Value $287K Shares 11,000 Est. Cost $26.09 Unrealized
KMI Kinder Morgan Inc Del 0.2%
Value $283K Shares 8,000 Est. Cost $35.50 Unrealized
MCK McKesson Corp 0.2%
Value $283K Shares 2,915 Est. Cost $86.11 Unrealized
OGE OGE Energy Corp 0.2%
Value $282K Shares 5,000 Est. Cost $55.40 Unrealized
Chicago Bridge & Iron Co 0.2%
Value $278K Shares 6,000 Est. Cost $38.17 Unrealized
MHK Mohawk Inds Inc 0.2%
Value $271K Shares 3,000 Est. Cost $80.00 Unrealized
IWD iShares Russell 1000 Value Ind 0.2%
Value $268K Shares 3,675 Est. Cost $72.20 Unrealized
CMCSA Comcast Corp A Special 0.2%
Value $266K Shares 7,112 Est. Cost $35.79 Unrealized
UNP Union Pac Corp 0.2%
Value $264K Shares 2,100 Est. Cost $118.57 Unrealized
Lorillard Inc 0.2%
Value $263K Shares 2,250 Est. Cost $116.44 Unrealized
ROK Rockwell Automation Inc 0.2%
Value $252K Shares 3,000 Est. Cost $69.67 Unrealized
MCD McDonalds Corp 0.2%
Value $250K Shares 2,830 Est. Cost $91.87 Unrealized
IWP iShares Russell Midcap Growth 0.2%
Value $247K Shares 4,917 Est. Cost $48.78 Unrealized
C Citigroup Inc 0.2%
Value $245K Shares 6,183 Est. Cost $32.79 Unrealized
ECL Ecolab Inc 0.2%
Value $234K Shares 3,250 Est. Cost $64.92 Unrealized
Brown Shoe Co Inc 0.2%
Value $231K Shares 12,595 Est. Cost $16.06 Unrealized
OXY Occidental Pete Corp Del 0.2%
Value $230K Shares 3,000 Est. Cost $86.00 Unrealized
DIS Disney Walt 0.2%
Value $224K Shares 4,503 Est. Cost $52.19 Unrealized
DRI Darden Restaurants Inc 0.2%
Value $224K Shares 4,975 Est. Cost $53.52 Unrealized
HAS Hasbro Inc 0.2%
Value $214K Shares 5,960 Est. Cost $37.89 Unrealized
AAXJ iShares Tr Msci Acjpn Idx 0.2%
Value $212K Shares 3,500 Est. Cost $60.57 Unrealized
ABBNY ABB Ltd Spon Adr F 0.2%
Value $208K Shares 10,000 Est. Cost $18.70 Unrealized
BlackRock Inc 0.2%
Value $207K Shares 1,000 Est. Cost $207.00 Unrealized
National Oilwell Varco Inc 0.2%
Value $205K Shares 3,000 Est. Cost $68.33 Unrealized
Chubb Corp 0.2%
Value $202K Shares 2,680 Est. Cost $76.12 Unrealized
CBSH Commercial Bancshares Inc 0.2%
Value $179K Shares 15,071 Est. Cost $11.88 Unrealized
NCI Building Sys Inc 0.1%
Value $157K Shares 11,300 Est. Cost $13.89 Unrealized
iShares Japan Index 0.1%
Value $98,000 Shares 10,000 Est. Cost $9.20 Unrealized
Cytomedix Inc New 0.0%
Value $31,000 Shares 43,101 Est. Cost $0.86 Unrealized