MONETA GROUP INVESTMENT ADVISORS LLC Diversified Active

Location: St Louis, MO

CIK: 0001120927 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 14, 2017

Total Value: $488M (100.0% shares, 0.0% debt)

Holdings (169)

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 11.7%
Value $56.99M Shares 1,928,015 Est. Cost $28.84 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 10.3%
Value $50.05M Shares 1,179,114 Est. Cost $39.84 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 8.1%
Value $39.72M Shares 333,951 Est. Cost $91.20 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 6.6%
Value $32.04M Shares 642,940 Est. Cost $47.76 Unrealized
IWM ISHARES RUSSELL 2000 ETF 6.0%
Value $29.2M Shares 216,505 Est. Cost $122.05 Unrealized
SDY SPDR S&P DIVIDEND ETF 5.6%
Value $27.19M Shares 317,831 Est. Cost $70.30 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 4.2%
Value $20.28M Shares 228,966 Est. Cost $70.24 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 3.4%
Value $16.77M Shares 108,947 Est. Cost $115.34 Unrealized
EFA ISHARES MSCI EAFE ETF 2.8%
Value $13.52M Shares 234,220 Est. Cost $59.06 Unrealized
SPY SPDR S&P 500 ETF 2.7%
Value $13.24M Shares 59,217 Est. Cost $200.91 Unrealized
PEP PEPSICO INC COM 2.4%
Value $11.88M Shares 113,498 Est. Cost $69.56 Unrealized +14.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.3%
Value $11.34M Shares 69,593 Est. Cost $138.33 Unrealized +11.3%
IVV ISHARES CORE S&P 500 ETF 2.1%
Value $10.23M Shares 45,482 Est. Cost $173.75 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.6%
Value $7.9M Shares 64,870 Est. Cost $89.61 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 1.5%
Value $7.383M Shares 137,668 Est. Cost $54.17 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.5%
Value $7.238M Shares 71,392 Est. Cost $74.52 Unrealized
LOW LOWES COS INC COM 1.2%
Value $5.965M Shares 83,866 Est. Cost $56.06 Unrealized +6.7%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 1.1%
Value $5.199M Shares 35,800 Est. Cost $120.56 Unrealized
GILD GILEAD SCIENCES INC COM 0.9%
Value $4.545M Shares 63,465 Est. Cost $73.89 Unrealized -28.0%
MSFT MICROSOFT CORP COM 0.8%
Value $4.116M Shares 66,238 Est. Cost $41.97 Unrealized +28.5%
PFG PRINCIPAL FINL GROUP INC COM 0.7%
Value $3.549M Shares 61,335 Est. Cost $33.54 Unrealized +18.5%
EFSC ENTERPRISE FINL SVCS CORP COM 0.7%
Value $3.53M Shares 82,095 Est. Cost $18.29 Unrealized +69.8%
T AT&T INC COM 0.7%
Value $3.442M Shares 80,941 Est. Cost $12.45 Unrealized +24.2%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.6%
Value $3.086M Shares 16,936 Est. Cost $175.71 Unrealized
XOM EXXON MOBIL CORP COM 0.5%
Value $2.659M Shares 29,455 Est. Cost $53.34 Unrealized +9.1%
CBSH COMMERCE BANCSHARES INC COM 0.5%
Value $2.636M Shares 45,590 Est. Cost $27.00 Unrealized +27.9%
JNJ JOHNSON & JOHNSON COM 0.5%
Value $2.524M Shares 21,907 Est. Cost $73.97 Unrealized +21.3%
NVO NOVO-NORDISK A S ADR 0.5%
Value $2.51M Shares 70,000 Est. Cost $54.24 Unrealized
UNILEVER N V N Y SHS NEW 0.5%
Value $2.288M Shares 55,713 Est. Cost $40.20 Unrealized
PFE PFIZER INC COM 0.4%
Value $2.188M Shares 67,359 Est. Cost $21.91 Unrealized -6.4%
VTHR VANGUARD RUSSELL 3000 ETF 0.4%
Value $2.131M Shares 20,640 Est. Cost $95.56 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value $2.083M Shares 39,025 Est. Cost $28.32 Unrealized +9.4%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.4%
Value $2.055M Shares 18,340 Est. Cost $95.09 Unrealized
GENERAL ELECTRIC CO COM 0.4%
Value $2.045M Shares 64,731 Est. Cost $25.28 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.4%
Value $1.979M Shares 18,310 Est. Cost $108.66 Unrealized
ALL ALLSTATE CORP COM 0.4%
Value $1.96M Shares 26,450 Est. Cost $51.60 Unrealized +11.4%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.4%
Value $1.953M Shares 8 Est. Cost $206031.66 Unrealized +12.0%
EA ELECTRONIC ARTS INC COM 0.4%
Value $1.919M Shares 24,368 Est. Cost $59.58 Unrealized +31.2%
JACK JACK IN THE BOX INC COM 0.4%
Value $1.819M Shares 16,294 Est. Cost $85.32 Unrealized +19.7%
PG PROCTER AND GAMBLE CO COM 0.4%
Value $1.714M Shares 20,391 Est. Cost $65.95 Unrealized +1.2%
MA MASTERCARD INCORPORATED CL A 0.3%
Value $1.682M Shares 16,294 Est. Cost $88.54 Unrealized +11.0%
WSM WILLIAMS SONOMA INC COM 0.3%
Value $1.677M Shares 34,650 Est. Cost $30.42 Unrealized -32.5%
POST POST HLDGS INC COM 0.3%
Value $1.555M Shares 19,340 Est. Cost $45.87 Unrealized +10.1%
JPM JPMORGAN CHASE & CO COM 0.3%
Value $1.512M Shares 17,526 Est. Cost $44.48 Unrealized +34.6%
AAPL APPLE INC COM 0.3%
Value $1.388M Shares 11,984 Est. Cost $34.00 Unrealized -23.3%
CVX CHEVRON CORP NEW COM 0.2%
Value $1.129M Shares 9,590 Est. Cost $75.03 Unrealized -1.6%
VLO VALERO ENERGY CORP NEW COM 0.2%
Value $1.118M Shares 16,358 Est. Cost $42.30 Unrealized +1.1%
ICF ISHARES COHEN & STEERS REIT ETF 0.2%
Value $1.113M Shares 11,168 Est. Cost $90.74 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.2%
Value $1.003M Shares 12,475 Est. Cost $67.72 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value $1M Shares 9,529 Est. Cost $80.95 Unrealized
INTC INTEL CORP COM 0.2%
Value $987K Shares 27,224 Est. Cost $25.18 Unrealized +15.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value $951K Shares 5,729 Est. Cost $157.14 Unrealized -34.4%
MET METLIFE INC COM 0.2%
Value $879K Shares 16,311 Est. Cost $26.92 Unrealized +25.3%
LNC LINCOLN NATL CORP IND COM 0.2%
Value $872K Shares 13,160 Est. Cost $28.16 Unrealized +44.3%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value $868K Shares 5,426 Est. Cost $109.62 Unrealized +17.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value $864K Shares 31,970 Est. Cost $28.21 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.2%
Value $863K Shares 18,117 Est. Cost $19.96 Unrealized +88.5%
BAC BANK AMER CORP COM 0.2%
Value $845K Shares 38,257 Est. Cost $15.09 Unrealized +3.9%
WFC WELLS FARGO & CO NEW COM 0.2%
Value $840K Shares 15,246 Est. Cost $35.53 Unrealized +9.9%
VOO VANGUARD S&P 500 ETF 0.2%
Value $823K Shares 4,009 Est. Cost $198.97 Unrealized
CAG CONAGRA BRANDS INC COM 0.2%
Value $818K Shares 20,679 Est. Cost $23.37 Unrealized +14.9%
CMCSA COMCAST CORP NEW CL A 0.2%
Value $798K Shares 11,559 Est. Cost $23.12 Unrealized +16.0%
EXPRESS SCRIPTS HLDG CO COM 0.2%
Value $788K Shares 11,461 Est. Cost $75.76 Unrealized
CSCO CISCO SYS INC COM 0.2%
Value $779K Shares 25,774 Est. Cost $19.24 Unrealized +19.8%
DOW CHEM CO COM 0.2%
Value $775K Shares 13,542 Est. Cost $50.50 Unrealized
MCO MOODYS CORP COM 0.2%
Value $760K Shares 8,063 Est. Cost $95.74 Unrealized -3.2%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value $719K Shares 7,387 Est. Cost $80.17 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value $698K Shares 905 Est. Cost $33.13 Unrealized +16.7%
PRU PRUDENTIAL FINL INC COM 0.1%
Value $674K Shares 6,481 Est. Cost $51.05 Unrealized +22.6%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value $662K Shares 836 Est. Cost $35.84 Unrealized +10.7%
SF STIFEL FINL CORP COM 0.1%
Value $654K Shares 13,100 Est. Cost $32.92 Unrealized -19.0%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.1%
Value $634K Shares 18,937 Est. Cost $36.78 Unrealized
SUNTRUST BKS INC COM 0.1%
Value $631K Shares 11,500 Est. Cost $33.71 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value $627K Shares 10,557 Est. Cost $36.91 Unrealized +10.1%
TGT TARGET CORP COM 0.1%
Value $624K Shares 8,640 Est. Cost $59.06 Unrealized -6.3%
DU PONT E I DE NEMOURS & CO COM 0.1%
Value $623K Shares 8,492 Est. Cost $57.90 Unrealized
PRICELINE GRP INC COM NEW 0.1%
Value $611K Shares 417 Est. Cost $1465.23 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value $610K Shares 11,216 Est. Cost $47.37 Unrealized
PRIVATEBANCORP INC COM 0.1%
Value $589K Shares 10,876 Est. Cost $38.60 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value $588K Shares 4,800 Est. Cost $59.43 Unrealized +63.5%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value $576K Shares 4,993 Est. Cost $106.18 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value $550K Shares 10,707 Est. Cost $30.85 Unrealized +9.5%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value $546K Shares 6,593 Est. Cost $82.82 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value $539K Shares 15,400 Est. Cost $33.33 Unrealized
CELGENE CORP COM 0.1%
Value $522K Shares 4,514 Est. Cost $118.71 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.1%
Value $512K Shares 6,452 Est. Cost $79.36 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value $511K Shares 6,325 Est. Cost $80.79 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.1%
Value $506K Shares 6,366 Est. Cost $79.48 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value $489K Shares 7,289 Est. Cost $47.55 Unrealized +13.9%
MONSANTO CO NEW COM 0.1%
Value $486K Shares 4,620 Est. Cost $103.12 Unrealized
MRK MERCK & CO INC COM 0.1%
Value $481K Shares 8,164 Est. Cost $39.74 Unrealized +10.9%
EMR EMERSON ELEC CO COM 0.1%
Value $477K Shares 8,550 Est. Cost $42.73 Unrealized +0.3%
IWC ISHARES MICRO-CAP ETF 0.1%
Value $472K Shares 5,500 Est. Cost $85.82 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value $468K Shares 6,318 Est. Cost $57.27 Unrealized +6.5%
BA BOEING CO COM 0.1%
Value $467K Shares 3,000 Est. Cost $135.00 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.1%
Value $467K Shares 11,047 Est. Cost $24.09 Unrealized +20.9%
EPC EDGEWELL PERS CARE CO COM 0.1%
Value $461K Shares 6,319 Est. Cost $82.23 Unrealized -14.2%
ADAMS DIVERSIFIED EQUITY FD COM 0.1%
Value $459K Shares 36,139 Est. Cost $12.76 Unrealized
META FACEBOOK INC CL A 0.1%
Value $451K Shares 3,920 Est. Cost $101.12 Unrealized +20.6%
HSY HERSHEY CO COM 0.1%
Value $440K Shares 4,250 Est. Cost $79.47 Unrealized 0.0%
PSA PUBLIC STORAGE COM 0.1%
Value $438K Shares 1,959 Est. Cost $129.82 Unrealized +13.1%
CNC CENTENE CORP DEL COM 0.1%
Value $427K Shares 7,563 Est. Cost $28.77 Unrealized +2.5%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value $420K Shares 3,976 Est. Cost $76.13 Unrealized +13.4%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value $417K Shares 7,128 Est. Cost $37.94 Unrealized +4.2%
OGE OGE ENERGY CORP COM 0.1%
Value $405K Shares 12,098 Est. Cost $41.95 Unrealized -24.8%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value $390K Shares 3,744 Est. Cost $81.82 Unrealized +10.9%
CDW CDW CORP COM 0.1%
Value $389K Shares 7,472 Est. Cost $43.76 Unrealized 0.0%
FTS FORTIS INC COM 0.1%
Value $383K Shares 12,408 Est. Cost $22.16 Unrealized 0.0%
BLACKSTONE GROUP L P COM UNIT LTD 0.1%
Value $370K Shares 13,675 Est. Cost $26.15 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value $369K Shares 4,037 Est. Cost $56.97 Unrealized +2.2%
MD MEDNAX INC COM 0.1%
Value $367K Shares 5,500 Est. Cost $65.05 Unrealized 0.0%
GEL GENESIS ENERGY L P UNIT LTD PARTN 0.1%
Value $360K Shares 10,000 Est. Cost $37.03 Unrealized
IRBTQ IROBOT CORP COM 0.1%
Value $351K Shares 6,000 Est. Cost $32.34 Unrealized +61.3%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value $344K Shares 6,450 Est. Cost $49.88 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value $343K Shares 5,411 Est. Cost $52.03 Unrealized +2.4%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value $331K Shares 2,365 Est. Cost $112.02 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value $320K Shares 5,174 Est. Cost $42.34 Unrealized +6.0%
NCI BUILDING SYS INC COM NEW 0.1%
Value $319K Shares 20,400 Est. Cost $13.33 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value $319K Shares 8,090 Est. Cost $40.10 Unrealized 0.0%
VMWARE INC CL A COM 0.1%
Value $315K Shares 4,000 Est. Cost $78.75 Unrealized
REYNOLDS AMERICAN INC COM 0.1%
Value $313K Shares 5,594 Est. Cost $45.54 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value $313K Shares 4,797 Est. Cost $52.25 Unrealized 0.0%
ABBV ABBVIE INC COM 0.1%
Value $312K Shares 4,982 Est. Cost $40.59 Unrealized +2.9%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value $311K Shares 1,700 Est. Cost $169.81 Unrealized 0.0%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.1%
Value $310K Shares 3,188 Est. Cost $93.48 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value $308K Shares 2,050 Est. Cost $137.07 Unrealized
CBS CORP NEW CL B 0.1%
Value $299K Shares 4,700 Est. Cost $51.45 Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.1%
Value $297K Shares 12,255 Est. Cost $21.95 Unrealized
AGRIUM INC COM 0.1%
Value $290K Shares 2,883 Est. Cost $100.59 Unrealized
SO SOUTHERN CO COM 0.1%
Value $286K Shares 5,809 Est. Cost $32.83 Unrealized +2.2%
HD SUPPLY HLDGS INC COM 0.1%
Value $284K Shares 6,675 Est. Cost $33.06 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value $282K Shares 1,128 Est. Cost $146.27 Unrealized +33.9%
BAX BAXTER INTL INC COM 0.1%
Value $277K Shares 6,240 Est. Cost $33.53 Unrealized +18.5%
ROYAL DUTCH SHELL PLC SPON ADR B 0.1%
Value $273K Shares 4,707 Est. Cost $50.28 Unrealized
CNI CANADIAN NATL RY CO COM 0.1%
Value $272K Shares 4,041 Est. Cost $55.82 Unrealized 0.0%
NUVEEN CA QUALTY MUN INCOME FD COM 0.1%
Value $269K Shares 19,000 Est. Cost $14.16 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.1%
Value $267K Shares 7,005 Est. Cost $38.12 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value $266K Shares 3,939 Est. Cost $33.98 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value $261K Shares 5,017 Est. Cost $44.69 Unrealized +0.1%
VRSK VERISK ANALYTICS INC COM 0.1%
Value $260K Shares 3,207 Est. Cost $78.34 Unrealized 0.0%
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value $257K Shares 1,437 Est. Cost $173.97 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value $255K Shares 3,284 Est. Cost $52.67 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value $245K Shares 2,871 Est. Cost $76.01 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $241K Shares 1,938 Est. Cost $117.13 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value $241K Shares 1,976 Est. Cost $94.30 Unrealized 0.0%
COST COSTCO WHSL CORP NEW COM 0.0%
Value $240K Shares 1,500 Est. Cost $128.56 Unrealized +1.0%
TEVA TEVA PHARMACEUTICAL INDS LTD ADR 0.0%
Value $238K Shares 6,572 Est. Cost $36.21 Unrealized
MAS MASCO CORP COM 0.0%
Value $236K Shares 7,465 Est. Cost $24.40 Unrealized +14.5%
SLB SCHLUMBERGER LTD COM 0.0%
Value $235K Shares 2,799 Est. Cost $63.04 Unrealized 0.0%
PIMCO CA MUNICIPAL INCOME FD COM 0.0%
Value $235K Shares 15,000 Est. Cost $15.67 Unrealized
VISN COMMSCOPE HLDG CO INC COM 0.0%
Value $228K Shares 6,120 Est. Cost $34.08 Unrealized 0.0%
RAYTHEON CO COM NEW 0.0%
Value $227K Shares 1,600 Est. Cost $136.25 Unrealized
PFF ISHARES U.S. PREFERRED STOCK ETF 0.0%
Value $224K Shares 6,014 Est. Cost $39.57 Unrealized
KSS KOHLS CORP COM 0.0%
Value $222K Shares 4,500 Est. Cost $49.49 Unrealized 0.0%
DUKE REALTY CORP COM NEW 0.0%
Value $222K Shares 8,374 Est. Cost $26.51 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value $221K Shares 2,531 Est. Cost $56.47 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.0%
Value $219K Shares 3,951 Est. Cost $45.36 Unrealized +0.5%
WY WEYERHAEUSER CO COM 0.0%
Value $217K Shares 7,200 Est. Cost $18.15 Unrealized +19.4%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value $214K Shares 2,925 Est. Cost $54.94 Unrealized +6.1%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value $213K Shares 3,995 Est. Cost $46.83 Unrealized 0.0%
DUN & BRADSTREET CORP DEL NEW COM 0.0%
Value $212K Shares 1,750 Est. Cost $121.71 Unrealized
VECTREN CORP COM 0.0%
Value $209K Shares 3,999 Est. Cost $50.51 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value $208K Shares 4,153 Est. Cost $34.77 Unrealized 0.0%
MAXIM INTEGRATED PRODS INC COM 0.0%
Value $207K Shares 5,367 Est. Cost $38.57 Unrealized
CB CHUBB LIMITED COM 0.0%
Value $205K Shares 1,551 Est. Cost $108.37 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value $205K Shares 2,879 Est. Cost $55.00 Unrealized 0.0%
MARVELL TECHNOLOGY GROUP LTD ORD 0.0%
Value $202K Shares 14,530 Est. Cost $13.90 Unrealized
LEE ENTERPRISES INC COM 0.0%
Value $183K Shares 63,000 Est. Cost $1.86 Unrealized
WESTERN ASSET MTG CAP CORP COM 0.0%
Value $130K Shares 12,900 Est. Cost $10.08 Unrealized