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Modera Wealth Management

Latest statistics and disclosures from Modera Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VEA, VIG, VTV, IEFA, and represent 19.57% of Modera Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IJH (+$42M), STIP (+$37M), IEFA (+$25M), IJR (+$24M), VUG (+$15M), VIG (+$14M), VTV (+$11M), DFSV (+$8.1M), WMT (+$8.0M), SCZ (+$7.2M).
Started 58 new stock positions in GGN, FIS, DAL, SPIP, MGC, TXRH, CLBK, TOL, HYG, USMV.
Reduced shares in these 10 stocks: DFAU (-$25M), FLOT (-$13M), LOW (-$5.5M), SCHX, VEA, AVGO, NVO, ABNB, LLY, IWD.
Sold out of its positions in ABNB, MODG, GSAT, Inseego, NVTAQ, IEF, MATX, LTPZ, RF, TTWO. UCBI, IVZ.
Modera Wealth Management was a net buyer of stock by $151M.
Modera Wealth Management has $6.6B in assets under management (AUM), dropping by 8.62%.
Central Index Key (CIK): 0001542143

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Portfolio Holdings for Modera Wealth Management

Modera Wealth Management holds 570 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Modera Wealth Management has 570 total positions. Only the first 250 positions are shown.

Sign up to view all of the Modera Wealth Management March 31, 2024 positions
Download the Modera Wealth Management March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	5.1	$332M	+4%	965k	344.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.4	$288M		5.7M	50.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.5	$232M	+6%	1.3M	182.61	View chart
Vanguard Index Fds Value Etf (VTV)	3.4	$226M	+5%	1.4M	162.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.1	$207M	+13%	2.8M	74.22	View chart
Microsoft Corporation (MSFT)	2.7	$176M		418k	420.72	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.6	$169M		5.3M	31.95	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.4	$159M	+30%	1.6M	99.43	View chart
Apple (AAPL)	2.3	$153M		895k	171.48	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.3	$153M	-14%	4.2M	36.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$145M	+19%	1.3M	110.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$141M		267k	525.73	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.9	$128M	+5%	2.0M	63.33	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.5	$100M		2.4M	40.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.5	$98M		2.7M	36.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$96M		285k	337.05	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$94M	+4%	1.7M	54.40	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.3	$88M		978k	90.44	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.3	$83M	-2%	462k	179.11	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.3	$82M	-2%	800k	102.76	View chart
Lowe's Companies (LOW)	1.2	$78M	-6%	306k	254.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$74M		1.8M	41.77	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$69M		1.3M	51.60	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.0	$68M		1.2M	56.98	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$67M	+5%	752k	89.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$65M	-2%	773k	84.44	View chart
Broadcom (AVGO)	1.0	$65M	-3%	49k	1325.40	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.0	$65M	+14%	2.2M	30.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$57M		374k	152.26	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$56M	+4%	294k	191.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$53M	+390%	866k	60.74	View chart
BlackRock (BLK)	0.8	$52M		63k	833.69	View chart
Novo-nordisk A S Adr (NVO)	0.8	$52M	-4%	405k	128.40	View chart
JPMorgan Chase & Co. (JPM)	0.8	$50M	-2%	249k	200.30	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$48M		881k	54.43	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$48M	+5%	615k	77.31	View chart
Eli Lilly & Co. (LLY)	0.7	$46M	-4%	60k	777.97	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$45M	-3%	559k	79.86	View chart
Cisco Systems (CSCO)	0.7	$44M		872k	49.91	View chart
Amazon (AMZN)	0.7	$43M		241k	180.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$43M	+3%	102k	420.52	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.6	$41M		469k	86.67	View chart
Williams-Sonoma (WSM)	0.6	$40M		126k	317.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$40M	-2%	190k	210.30	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.6	$38M	-2%	338k	112.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.6	$38M		277k	136.05	View chart
Johnson & Johnson (JNJ)	0.6	$38M		237k	158.19	View chart
Visa Com Cl A (V)	0.6	$38M		134k	279.08	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$37M	-11%	595k	62.06	View chart
Amgen (AMGN)	0.5	$36M		127k	284.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$35M	-3%	134k	259.90	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$34M	-2%	662k	50.60	View chart
Home Depot (HD)	0.5	$33M		85k	383.60	View chart
Interpublic Group of Companies (IPG)	0.5	$31M		946k	32.63	View chart
Pepsi (PEP)	0.5	$30M		172k	175.01	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$30M	-30%	580k	51.06	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$29M	+4%	385k	75.40	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$27M		233k	117.21	View chart
Target Corporation (TGT)	0.4	$27M		153k	177.21	View chart
Procter & Gamble Company (PG)	0.4	$27M	-2%	163k	162.25	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$26M		320k	81.43	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$26M		163k	158.81	View chart
Emerson Electric (EMR)	0.4	$25M		221k	113.42	View chart
PNC Financial Services (PNC)	0.4	$25M		154k	161.60	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$25M	-6%	267k	92.72	View chart
Automatic Data Processing (ADP)	0.4	$24M		97k	249.74	View chart
Ishares Tr Global Reit Etf (REET)	0.3	$23M	-5%	966k	23.68	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$23M		364k	62.34	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$22M	+5%	41k	523.07	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$21M		419k	49.95	View chart
United Parcel Service CL B (UPS)	0.3	$21M	+5%	139k	148.63	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$19M		67k	288.03	View chart
Lockheed Martin Corporation (LMT)	0.3	$19M		42k	454.87	View chart
Electronic Arts (EA)	0.3	$19M		144k	132.67	View chart
UnitedHealth (UNH)	0.3	$19M	-2%	38k	494.70	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$17M	+3%	157k	107.60	View chart
Dover Corporation (DOV)	0.3	$17M		95k	177.19	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$17M	+4%	179k	92.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$16M	+14%	72k	228.59	View chart
Stryker Corporation (SYK)	0.2	$16M		44k	357.87	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$16M	+9%	205k	76.67	View chart
Abbvie (ABBV)	0.2	$15M		80k	182.10	View chart
Charles Schwab Corporation (SCHW)	0.2	$14M		198k	72.34	View chart
Abbott Laboratories (ABT)	0.2	$14M	-3%	126k	113.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$14M	+2%	93k	150.93	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$14M		74k	186.81	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$14M	-2%	171k	79.91	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$14M		533k	25.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$14M	+7%	138k	97.94	View chart
Coca-Cola Company (KO)	0.2	$13M		217k	61.18	View chart
Starbucks Corporation (SBUX)	0.2	$13M	+2%	141k	91.39	View chart
Walt Disney Company (DIS)	0.2	$13M		105k	122.36	View chart
Oracle Corporation (ORCL)	0.2	$13M		102k	125.61	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$13M		156k	80.51	View chart
Anthem (ELV)	0.2	$13M		24k	518.55	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$13M		119k	104.73	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$12M	+38%	502k	24.72	View chart
Hubbell (HUBB)	0.2	$12M		30k	415.06	View chart
Unilever Spon Adr New (UL)	0.2	$12M		242k	50.19	View chart
Colgate-Palmolive Company (CL)	0.2	$12M		134k	90.05	View chart
Wal-Mart Stores (WMT)	0.2	$12M	+201%	200k	60.17	View chart
FedEx Corporation (FDX)	0.2	$11M	-2%	39k	289.74	View chart
Logitech Intl S A SHS (LOGI)	0.2	$11M	-4%	125k	89.37	View chart
Toronto Dominion Bk Ont Com New (TD)	0.2	$11M	-10%	185k	60.38	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$11M	+2%	443k	24.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$11M	-5%	125k	86.48	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$11M		17.00	634440.00	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$11M	+7%	11k	970.47	View chart
Truist Financial Corp equities (TFC)	0.2	$10M	+5%	267k	38.98	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$10M	+3%	25k	418.01	View chart
Avadel Pharmaceuticals Sponsored Adr (AVDL)	0.2	$10M		600k	16.89	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$10M	-4%	335k	30.22	View chart
Comcast Corp Cl A (CMCSA)	0.2	$10M	-4%	232k	43.35	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.2	$9.9M	-10%	230k	42.82	View chart
NVIDIA Corporation (NVDA)	0.1	$9.8M		11k	903.54	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$9.6M	+5%	185k	52.16	View chart
Intercontinental Exchange (ICE)	0.1	$9.6M		70k	137.43	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$9.5M	+4%	237k	40.27	View chart
Lam Research Corporation (LRCX)	0.1	$9.5M	-11%	9.8k	971.56	View chart
Skyworks Solutions (SWKS)	0.1	$9.4M	+2%	87k	108.32	View chart
Adobe Systems Incorporated (ADBE)	0.1	$9.3M		19k	504.60	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$9.1M		161k	56.59	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$9.1M	+2%	124k	73.04	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$8.8M	-3%	9.1k	962.51	View chart
Exxon Mobil Corporation (XOM)	0.1	$8.1M	+5%	70k	116.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$7.8M	+25%	107k	72.63	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$7.7M	-2%	28k	270.80	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$7.2M	-2%	63k	114.96	View chart
Merck & Co (MRK)	0.1	$7.2M		55k	131.95	View chart
Global Payments (GPN)	0.1	$7.1M	+7%	53k	133.66	View chart
Msci (MSCI)	0.1	$6.7M		12k	560.45	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$6.6M		57k	116.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$6.6M	-3%	54k	120.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$6.6M	-3%	57k	115.30	View chart
SEI Investments Company (SEIC)	0.1	$6.5M		91k	71.90	View chart
Jacobs Engineering Group (J)	0.1	$6.5M	-4%	42k	153.73	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$6.5M	-2%	133k	48.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$6.4M		13k	480.71	View chart
AFLAC Incorporated (AFL)	0.1	$6.3M		73k	85.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$6.2M		54k	114.14	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$6.1M	-13%	435k	13.95	View chart
SYSCO Corporation (SYY)	0.1	$6.0M		74k	81.18	View chart
Fortinet (FTNT)	0.1	$5.9M	+4%	86k	68.31	View chart
Paypal Holdings (PYPL)	0.1	$5.9M		88k	66.99	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$5.8M	+7%	119k	49.19	View chart
Bristol Myers Squibb (BMY)	0.1	$5.8M	-10%	107k	54.23	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$5.8M	+12%	92k	62.75	View chart
Align Technology (ALGN)	0.1	$5.6M	+9%	17k	327.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$5.5M		13k	443.98	View chart
McDonald's Corporation (MCD)	0.1	$5.5M	+4%	20k	281.94	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$5.5M	-15%	89k	61.53	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$5.5M	+4%	140k	39.02	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$5.4M	-3%	111k	48.33	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$5.3M		22k	239.76	View chart
Stmicroelectronics N V Ny Registry (STM)	0.1	$5.3M	+4%	123k	43.24	View chart
CVS Caremark Corporation (CVS)	0.1	$5.3M	-2%	66k	79.76	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$5.3M		107k	49.24	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$5.2M		62k	84.09	View chart
Mastercard Incorporated Cl A (MA)	0.1	$4.8M	+4%	9.9k	481.56	View chart
PPG Industries (PPG)	0.1	$4.7M		33k	144.90	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$4.7M		8.5k	556.41	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.7M		48k	97.53	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$4.6M		143k	32.23	View chart
Costco Wholesale Corporation (COST)	0.1	$4.6M	-3%	6.2k	732.59	View chart
Nutrien (NTR)	0.1	$4.6M		84k	54.31	View chart
Chevron Corporation (CVX)	0.1	$4.5M	-3%	29k	157.74	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.5M	+17%	8.6k	524.34	View chart
American Express Company (AXP)	0.1	$4.4M		19k	227.69	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$4.4M	+5%	41k	107.41	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$4.4M	+26%	145k	29.99	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$4.4M		52k	82.97	View chart
Jefferies Finl Group (JEF)	0.1	$4.3M	-3%	98k	44.10	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$4.3M	+40%	67k	63.85	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$4.3M		16k	260.73	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$4.2M		67k	63.74	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$4.1M	-2%	77k	53.34	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$4.1M		33k	125.33	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$4.0M		82k	48.09	View chart
Sprinklr Cl A (CXM)	0.1	$3.9M		319k	12.27	View chart
salesforce (CRM)	0.1	$3.9M	+15%	13k	301.19	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.1	$3.9M	+4%	77k	50.39	View chart
Meta Platforms Cl A (META)	0.1	$3.8M	+2%	7.9k	485.59	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$3.8M	+13%	58k	65.86	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$3.7M	-2%	42k	89.67	View chart
Air Products & Chemicals (APD)	0.1	$3.7M		15k	242.27	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.7M		91k	41.08	View chart
International Business Machines (IBM)	0.1	$3.7M	+9%	19k	190.96	View chart
Northrop Grumman Corporation (NOC)	0.1	$3.6M		7.6k	478.67	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$3.5M	-7%	48k	73.15	View chart
Intel Corporation (INTC)	0.1	$3.4M	-2%	76k	44.17	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$3.3M		28k	118.29	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$3.2M	-6%	29k	110.50	View chart
Infosys Sponsored Adr (INFY)	0.0	$3.1M		174k	17.93	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$3.1M	+5%	15k	205.72	View chart
Bank of America Corporation (BAC)	0.0	$3.0M		80k	37.92	View chart
Booking Holdings (BKNG)	0.0	$3.0M	+2%	838.00	3627.88	View chart
WSFS Financial Corporation (WSFS)	0.0	$3.0M		66k	45.14	View chart
Qualcomm (QCOM)	0.0	$2.9M		17k	169.30	View chart
Union Pacific Corporation (UNP)	0.0	$2.9M		12k	245.93	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$2.7M		11k	249.87	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$2.7M	-3%	64k	42.01	View chart
Deere & Company (DE)	0.0	$2.6M	+2%	6.4k	410.74	View chart
Philip Morris International (PM)	0.0	$2.6M	-3%	28k	91.62	View chart
Honeywell International (HON)	0.0	$2.6M	-5%	13k	205.25	View chart
Caterpillar (CAT)	0.0	$2.6M	+6%	7.0k	366.42	View chart
Pfizer (PFE)	0.0	$2.5M	-5%	92k	27.75	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$2.5M	+2%	93k	27.19	View chart
Nextera Energy (NEE)	0.0	$2.5M	-8%	39k	63.91	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$2.5M	-11%	24k	102.10	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$2.4M		92k	25.49	View chart
General Dynamics Corporation (GD)	0.0	$2.3M		8.1k	282.48	View chart
Ciena Corp Com New (CIEN)	0.0	$2.3M	-4%	46k	49.45	View chart
Thermo Fisher Scientific (TMO)	0.0	$2.3M		3.9k	581.16	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$2.3M		24k	93.19	View chart
Norfolk Southern (NSC)	0.0	$2.2M	-2%	8.6k	254.87	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$2.2M	+3%	52k	41.59	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$2.1M		50k	42.80	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$2.1M	+4%	7.1k	300.09	View chart
Tesla Motors (TSLA)	0.0	$2.1M		12k	175.78	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$2.1M		16k	131.37	View chart
Ies Hldgs (IESC)	0.0	$2.1M		17k	121.64	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.1M	-7%	21k	96.71	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$2.0M		5.9k	346.62	View chart
Dupont De Nemours (DD)	0.0	$2.0M		27k	76.67	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$2.0M	+2%	43k	47.06	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$2.0M	-4%	31k	65.65	View chart
CSX Corporation (CSX)	0.0	$2.0M	-3%	54k	37.07	View chart
Nucor Corporation (NUE)	0.0	$2.0M		10k	197.90	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$2.0M		21k	94.89	View chart
General Electric Com New (GE)	0.0	$2.0M		11k	175.52	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$2.0M		35k	55.40	View chart
Avantor (AVTR)	0.0	$1.9M		76k	25.57	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.9M	-8%	32k	61.05	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$1.9M		57k	32.68	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$1.9M	-2%	37k	50.10	View chart
Applied Materials (AMAT)	0.0	$1.8M	+2%	8.9k	206.23	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$1.8M	+459%	90k	20.30	View chart
Morgan Stanley Com New (MS)	0.0	$1.8M	-4%	19k	94.16	View chart
Intuit (INTU)	0.0	$1.8M		2.7k	650.08	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$1.8M	+150%	65k	27.00	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$1.7M		9.6k	180.47	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$1.7M	+46%	36k	47.89	View chart
Corteva (CTVA)	0.0	$1.7M		30k	57.67	View chart
Dollar General (DG)	0.0	$1.7M	+10%	11k	156.06	View chart
Danaher Corporation (DHR)	0.0	$1.7M		6.6k	249.72	View chart
Lauder Estee Cos Cl A (EL)	0.0	$1.6M	-2%	11k	154.15	View chart
Prudential Financial (PRU)	0.0	$1.6M	+5%	14k	117.39	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$1.6M	+3%	42k	38.47	View chart
Hershey Company (HSY)	0.0	$1.6M		8.3k	194.49	View chart
Hologic (HOLX)	0.0	$1.6M	-3%	20k	77.96	View chart

Past Filings by Modera Wealth Management

SEC 13F filings are viewable for Modera Wealth Management going back to 2011

Modera Wealth Management 2024 Q1 filed May 14, 2024
Modera Wealth Management 2023 Q4 filed Feb. 14, 2024
Modera Wealth Management 2023 Q3 restated filed Nov. 30, 2023
Modera Wealth Management 2023 Q3 filed Nov. 1, 2023
Modera Wealth Management 2023 Q2 filed Aug. 7, 2023
Modera Wealth Management 2023 Q1 filed May 5, 2023
Modera Wealth Management 2022 Q4 filed Feb. 7, 2023
Modera Wealth Management 2022 Q3 filed Nov. 1, 2022
Modera Wealth Management 2022 Q2 filed July 27, 2022
Modera Wealth Management 2022 Q1 filed May 3, 2022
Modera Wealth Management 2021 Q4 filed Feb. 4, 2022
Modera Wealth Management 2021 Q3 filed Nov. 4, 2021
Modera Wealth Management 2021 Q2 filed Aug. 2, 2021
Modera Wealth Management 2021 Q1 filed April 29, 2021
Modera Wealth Management 2020 Q4 filed Feb. 11, 2021
Modera Wealth Management 2020 Q3 filed Nov. 12, 2020

View all past filings

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