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Amanda Sawyer

@Moneta Group Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$6.886BTotal holdings646
Assets growth rate9.96%Assets growth rate (2-Q avg)16.85%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Moneta Group Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 646 positions.

Assets under management

The assets under management (AUM) of Moneta Group Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.886B in assets, with a quarterly growth rate of 9.96% and a 2-quarter average growth rate of 16.85%. The portfolio is managed by Amanda Sawyer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
INGRIngredion Inc
Recent Activity
New Position
0.04%
$2.307M
16,785 shares@ $137.43 avg price
EBCEastern Bankshares Inc
Recent Activity
New Position
0.04%
$2.157M
131,630 shares@ $16.4 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.02%
$1.195M
7,914 shares@ $151.0 avg price
JACKJack In The Box Inc
Recent Activity
New Position
0.02%
$859,827
18,475 shares@ $46.55 avg price
IOTSamsara Inc
Recent Activity
New Position
0.02%
$735,803
15,291 shares@ $48.13 avg price
WHRWhirlpool Corp
Recent Activity
New Position
0.01%
$592,245
5,535 shares@ $107.0 avg price
VCITVanguard Scottsdale Fds
Recent Activity
New Position
0.01%
$588,446
7,026 shares@ $83.76 avg price
MOATVaneck Etf Trust
Recent Activity
New Position
0.01%
$524,790
5,413 shares@ $96.95 avg price
IRENIris Energy Ltd
Recent Activity
New Position
0.01%
$508,392
60,236 shares@ $8.45 avg price
PZAInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.01%
$463,342
19,186 shares@ $24.16 avg price