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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
VBRVanguard Index Fds
Recent Activity
Increased 7.07%
1.09%
$74.448M
370,796 shares@ $200.78 avg price
IJHIshares Tr
Recent Activity
Increased 1.08%
0.98%
$67.277M
1.08M shares@ $62.33 avg price
IWMIshares Tr
Recent Activity
Increased 1.52%
0.98%
$67.227M
304,344 shares@ $220.9 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 5.39%
0.97%
$66.769M
145,069 shares@ $460.27 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.58%
0.8%
$54.917M
1.04M shares@ $52.82 avg price
SCHESchwab Strategic Tr
Recent Activity
Increased 11.01%
0.65%
$44.574M
1.528M shares@ $29.19 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 4.61%
0.64%
$43.678M
912,815 shares@ $47.86 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 105.24%
0.54%
$36.5M
1.417M shares@ $25.75 avg price
AMIDEa Series Trust
Recent Activity
Increased 7.74%
0.53%
$36.295M
1.027M shares@ $35.34 avg price
BILSpdr Ser Tr
Recent Activity
Increased 3881.17%
0.52%
$35.612M
387,885 shares@ $91.81 avg price