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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
APOApollo Global Mgmt Inc
Recent Activity
Exited
0%
$251,607
2,131 shares@ $118.07 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$239,378
683 shares@ $350.49 avg price
MSTRMicrostrategy Inc
Recent Activity
Exited
0%
$238,304
1,730 shares@ $137.75 avg price
TMToyota Motor Corp
Recent Activity
Exited
0%
$218,172
1,064 shares@ $205.05 avg price
ITAIshares Tr
Recent Activity
Exited
0%
$213,809
1,619 shares@ $132.07 avg price
QUALIshares Tr
Recent Activity
Exited
0%
$209,523
1,227 shares@ $170.77 avg price
LULULululemon Athletica Inc
Recent Activity
Exited
0%
$209,090
700 shares@ $298.7 avg price
LSTRLandstar Sys Inc
Recent Activity
Exited
0%
$206,064
1,117 shares@ $184.48 avg price
HOODRobinhood Mkts Inc
Recent Activity
Exited
0%
$205,117
9,032 shares@ $22.72 avg price
EPCEdgewell Pers Care Co
Recent Activity
Exited
0%
$205,074
5,103 shares@ $40.19 avg price