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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
MCOMoodys Corp
Recent Activity
New Position
0.01%
$450,861
950 shares@ $474.6 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.01%
$412,758
18,856 shares@ $21.9 avg price
SUBIshares Tr
Recent Activity
New Position
0.01%
$404,690
3,811 shares@ $106.19 avg price
SLFSun Life Financial Inc.
Recent Activity
New Position
0.01%
$402,427
6,936 shares@ $58.03 avg price
TLTIshares Tr
Recent Activity
New Position
0.01%
$398,084
4,058 shares@ $98.1 avg price
OGEOge Energy Corp
Recent Activity
New Position
0.01%
$372,380
9,078 shares@ $41.03 avg price
DBEFDbx Etf Tr
Recent Activity
New Position
0.01%
$353,945
8,423 shares@ $42.03 avg price
WECWec Energy Group Inc
Recent Activity
New Position
0.01%
$317,349
3,300 shares@ $96.17 avg price
MCHPMicrochip Technology Inc.
Recent Activity
New Position
0.01%
$311,049
3,874 shares@ $80.3 avg price
CCICrown Castle Inc
Recent Activity
New Position
0.01%
$307,323
2,591 shares@ $118.62 avg price