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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 EQT, VUG, VEA, VIG, VTV, and represent 23.22% of Modera Wealth Management's stock portfolio.
Added to shares of these 10 stocks: EQT (+$563M), AVGO (+$68M), IJR (+$22M), WSM (+$17M), VUG (+$15M), VTV (+$15M), IEFA (+$14M), VIG (+$12M), STIP (+$10M), SCZ (+$9.8M).
Started 53 new stock positions in EWA, SLB, EMN, AESI, JVAL, FOUR, AN, ARM, VRT, VHT.
Reduced shares in these 10 stocks: DFAU (-$13M), VEA, IVV, LMT, JEF, AMGN, IJS, DFAC, LOW, COMT.
Sold out of its positions in AWP, ANVS, BCX, CMG, CLBK, NVDU, EW, FEM, GME, DNA. IESC, PPA, IONQ, COMT, LUMN, MTNB, MYE, TROW, Seelos Therapeutics Inc Class Equity, SOTK, TEL, NXPI.
Modera Wealth Management was a net buyer of stock by $742M.
Modera Wealth Management has $7.9B in assets under management (AUM), dropping by 15.77%.
Central Index Key (CIK): 0001542143

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Portfolio Holdings for Modera Wealth Management

Modera Wealth Management holds 604 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Modera Wealth Management has 604 total positions. Only the first 250 positions are shown.

Sign up to view all of the Modera Wealth Management Sept. 30, 2024 positions
Download the Modera Wealth Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
EQT Corporation (EQT)	7.2	$563M	NEW	15M	36.64	View chart
Vanguard Index Fds Growth Etf (VUG)	5.5	$435M	+3%	1.1M	383.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.7	$293M		5.5M	52.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.5	$272M	+4%	1.4M	198.06	View chart
Vanguard Index Fds Value Etf (VTV)	3.3	$263M	+5%	1.5M	174.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.1	$245M	+5%	3.1M	78.05	View chart
Apple (AAPL)	2.6	$208M		891k	233.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.4	$191M	+13%	1.6M	116.96	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.3	$184M	+5%	1.8M	101.32	View chart
Microsoft Corporation (MSFT)	2.3	$181M	+3%	420k	430.30	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.3	$178M		5.2M	34.29	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	2.0	$154M	+6%	2.3M	67.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$149M	-2%	259k	576.82	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.9	$146M	-8%	3.7M	39.69	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$113M		2.0M	57.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$104M		278k	375.38	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.3	$100M		2.6M	38.08	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.3	$100M		2.4M	41.69	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.2	$93M		976k	95.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.1	$86M		452k	189.80	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.0	$82M	-2%	764k	107.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$82M		1.7M	47.85	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.0	$79M	+9%	2.6M	30.80	View chart
Lowe's Companies (LOW)	1.0	$79M	-2%	291k	270.85	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$77M	+3%	808k	95.15	View chart
Broadcom (AVGO)	1.0	$76M	+852%	441k	172.50	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$76M		1.3M	57.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$73M	-2%	762k	95.75	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.9	$73M		1.2M	62.20	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$67M		848k	79.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$63M		316k	200.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$62M		374k	167.19	View chart
BlackRock (BLK)	0.7	$58M		61k	949.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$53M		92k	573.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$52M	-2%	831k	62.32	View chart
JPMorgan Chase & Co. (JPM)	0.6	$50M	-2%	236k	210.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$49M		872k	55.63	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.6	$48M		276k	173.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$47M	+2%	103k	460.26	View chart
Eli Lilly & Co. (LLY)	0.6	$47M	-2%	53k	885.94	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.6	$47M		483k	96.52	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$47M		557k	83.63	View chart
Cisco Systems (CSCO)	0.6	$45M		853k	53.22	View chart
Amazon (AMZN)	0.6	$45M		243k	186.33	View chart
Novo-nordisk A S Adr (NVO)	0.6	$44M	-2%	369k	119.07	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$41M		185k	220.89	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$38M		490k	78.37	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.5	$38M	-2%	320k	119.68	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$38M	-4%	558k	67.85	View chart
Johnson & Johnson (JNJ)	0.5	$38M		233k	162.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$38M	+2%	133k	283.16	View chart
Visa Com Cl A (V)	0.5	$37M		135k	274.95	View chart
Amgen (AMGN)	0.5	$37M	-6%	113k	322.21	View chart
Williams-Sonoma (WSM)	0.5	$36M	+89%	234k	154.92	View chart
Home Depot (HD)	0.4	$34M		83k	405.20	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$34M		655k	51.12	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$30M		228k	131.91	View chart
Interpublic Group of Companies (IPG)	0.4	$29M	-2%	928k	31.63	View chart
PNC Financial Services (PNC)	0.4	$28M		153k	184.85	View chart
Pepsi (PEP)	0.3	$27M	-3%	161k	170.05	View chart
Automatic Data Processing (ADP)	0.3	$27M		98k	276.73	View chart
Procter & Gamble Company (PG)	0.3	$27M	-2%	157k	173.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$27M		259k	104.18	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$26M	+5%	240k	108.63	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$26M		399k	64.86	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$26M	-6%	506k	51.04	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$26M	+3%	498k	51.82	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$26M		310k	83.09	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$26M	-3%	154k	166.82	View chart
Ishares Tr Global Reit Etf (REET)	0.3	$25M	-2%	947k	26.69	View chart
Emerson Electric (EMR)	0.3	$24M		215k	109.37	View chart
Target Corporation (TGT)	0.3	$22M	-4%	143k	155.86	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$22M	+5%	226k	95.81	View chart
UnitedHealth (UNH)	0.3	$21M		37k	584.69	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$21M		68k	314.39	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$21M	+3%	200k	106.19	View chart
Lockheed Martin Corporation (LMT)	0.3	$21M	-16%	36k	584.57	View chart
Electronic Arts (EA)	0.3	$21M		144k	143.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$21M		202k	101.27	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$20M		75k	267.37	View chart
United Parcel Service CL B (UPS)	0.2	$19M		140k	136.34	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$18M		77k	237.21	View chart
Dover Corporation (DOV)	0.2	$18M		94k	191.74	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$18M	+3%	224k	78.69	View chart
Oracle Corporation (ORCL)	0.2	$17M		101k	170.40	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$16M	-2%	581k	27.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$16M	+3%	81k	197.17	View chart
Wal-Mart Stores (WMT)	0.2	$16M		194k	80.75	View chart
Unilever Spon Adr New (UL)	0.2	$16M		241k	64.96	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$16M	+2%	185k	83.75	View chart
Stryker Corporation (SYK)	0.2	$15M		43k	361.26	View chart
NVIDIA Corporation (NVDA)	0.2	$15M	+10%	127k	121.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$15M		93k	165.85	View chart
Abbvie (ABBV)	0.2	$15M	-3%	75k	197.48	View chart
Starbucks Corporation (SBUX)	0.2	$14M		147k	97.49	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$14M		507k	27.01	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$14M		162k	84.17	View chart
Coca-Cola Company (KO)	0.2	$13M	-6%	186k	71.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$13M	+23%	174k	75.11	View chart
Abbott Laboratories (ABT)	0.2	$13M	-6%	112k	114.01	View chart
Colgate-Palmolive Company (CL)	0.2	$13M	-3%	121k	103.81	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$13M	+17%	497k	25.16	View chart
Anthem (ELV)	0.2	$12M		24k	520.01	View chart
Truist Financial Corp equities (TFC)	0.2	$12M		287k	42.77	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$12M		125k	97.42	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$12M	+18%	288k	41.82	View chart
Hubbell (HUBB)	0.2	$12M	-2%	28k	428.35	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$12M		17.00	691180.00	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$12M		25k	465.08	View chart
Charles Schwab Corporation (SCHW)	0.1	$11M	-12%	166k	64.81	View chart
Adobe Systems Incorporated (ADBE)	0.1	$11M	+2%	21k	517.78	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$11M	-3%	329k	31.78	View chart
Intercontinental Exchange (ICE)	0.1	$10M	-8%	65k	160.64	View chart
Walt Disney Company (DIS)	0.1	$10M	+2%	106k	96.19	View chart
FedEx Corporation (FDX)	0.1	$10M		37k	273.68	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$10M	-4%	211k	47.53	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$9.9M		157k	62.70	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$9.7M		181k	53.63	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$9.1M	-8%	144k	63.26	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$9.0M	-3%	118k	76.59	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$8.9M	+45%	137k	64.88	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$8.9M	-2%	8.4k	1051.27	View chart
Exxon Mobil Corporation (XOM)	0.1	$8.6M	+4%	73k	117.22	View chart
AFLAC Incorporated (AFL)	0.1	$8.2M		73k	111.80	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$8.1M	-6%	9.8k	833.26	View chart
McDonald's Corporation (MCD)	0.1	$8.0M	+27%	26k	304.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$8.0M	+2%	15k	527.68	View chart
Skyworks Solutions (SWKS)	0.1	$7.9M	-3%	81k	98.77	View chart
Avadel Pharmaceuticals Com Shs (AVDL)	0.1	$7.9M		604k	13.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$7.8M		62k	125.62	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$7.8M	-2%	28k	284.00	View chart
SYSCO Corporation (SYY)	0.1	$7.7M	+12%	99k	78.06	View chart
Comcast Corp Cl A (CMCSA)	0.1	$7.7M	-10%	184k	41.77	View chart
Fortinet (FTNT)	0.1	$7.6M	+2%	98k	77.55	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$7.1M	-3%	56k	126.18	View chart
Lam Research Corporation (LRCX)	0.1	$7.1M	-7%	8.7k	816.08	View chart
Paypal Holdings (PYPL)	0.1	$7.0M		90k	78.03	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$7.0M		55k	125.96	View chart
Msci (MSCI)	0.1	$7.0M		12k	582.93	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$6.7M		132k	51.13	View chart
salesforce (CRM)	0.1	$6.7M	+15%	24k	273.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$6.6M	-2%	52k	128.20	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$6.5M	+4%	129k	50.28	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$6.2M		53k	117.29	View chart
Merck & Co (MRK)	0.1	$6.1M		54k	113.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$6.0M		12k	488.05	View chart
SEI Investments Company (SEIC)	0.1	$5.9M	-2%	86k	69.19	View chart
Raytheon Technologies Corp (RTX)	0.1	$5.9M		49k	121.16	View chart
Global Payments (GPN)	0.1	$5.7M		56k	102.42	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$5.6M	-3%	21k	263.30	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$5.5M		63k	88.14	View chart
Costco Wholesale Corporation (COST)	0.1	$5.5M	+3%	6.3k	886.50	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$5.5M	-6%	82k	67.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$5.5M	-3%	134k	41.12	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$5.5M		106k	51.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$5.4M	NEW	9.2k	586.49	View chart
Jacobs Engineering Group (J)	0.1	$5.3M		41k	130.90	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$5.3M		107k	49.61	View chart
American Express Company (AXP)	0.1	$5.2M		19k	271.20	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.2M	+6%	11k	493.78	View chart
Zoetis Cl A (ZTS)	0.1	$5.2M	+20%	26k	195.38	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$5.2M	+37%	70k	73.67	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$5.1M		141k	36.41	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$5.1M		166k	30.81	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$5.0M	-6%	343k	14.70	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$5.0M	+5%	71k	71.17	View chart
Air Products & Chemicals (APD)	0.1	$5.0M	+6%	17k	297.74	View chart
International Business Machines (IBM)	0.1	$5.0M	+14%	22k	221.08	View chart
Stmicroelectronics N V Ny Registry (STM)	0.1	$4.9M	-15%	166k	29.73	View chart
Otis Worldwide Corp (OTIS)	0.1	$4.8M	+386%	47k	103.94	View chart
Meta Platforms Cl A (META)	0.1	$4.8M	+3%	8.4k	572.45	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$4.8M	+4%	55k	86.82	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$4.6M	-3%	8.2k	569.68	View chart
Chevron Corporation (CVX)	0.1	$4.5M	+5%	31k	147.27	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$4.5M		41k	110.47	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$4.4M		66k	66.37	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$4.3M		33k	132.25	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$4.2M		60k	70.67	View chart
Northrop Grumman Corporation (NOC)	0.1	$4.1M	+3%	7.9k	528.08	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$4.1M		75k	54.68	View chart
Aon Shs Cl A (AON)	0.1	$4.1M	+467%	12k	345.99	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$4.1M		89k	45.86	View chart
Infosys Sponsored Adr (INFY)	0.1	$4.1M		183k	22.27	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.1	$4.0M		78k	51.03	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$3.8M	-2%	46k	82.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$3.8M	+8%	16k	243.06	View chart
Nutrien (NTR)	0.0	$3.7M	-3%	78k	48.06	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$3.7M	-4%	40k	93.58	View chart
Agilent Technologies Inc C ommon (A)	0.0	$3.7M	+6%	25k	148.48	View chart
Align Technology (ALGN)	0.0	$3.7M	-7%	15k	254.32	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$3.7M		30k	123.62	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$3.6M	-9%	75k	48.54	View chart
Booking Holdings (BKNG)	0.0	$3.5M		835.00	4212.12	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$3.5M		29k	119.70	View chart
Philip Morris International (PM)	0.0	$3.4M		28k	121.40	View chart
CVS Caremark Corporation (CVS)	0.0	$3.4M	-8%	54k	62.88	View chart
Nextera Energy (NEE)	0.0	$3.4M		40k	84.53	View chart
Bank of America Corporation (BAC)	0.0	$3.3M		82k	39.68	View chart
Keurig Dr Pepper (KDP)	0.0	$3.2M	+62%	86k	37.48	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$3.2M		64k	49.70	View chart
Logitech Intl S A SHS (LOGI)	0.0	$3.1M	-3%	35k	89.73	View chart
Tesla Motors (TSLA)	0.0	$3.1M	-2%	12k	261.64	View chart
General Dynamics Corporation (GD)	0.0	$3.0M	+23%	10k	302.19	View chart
Qualcomm (QCOM)	0.0	$3.0M		18k	170.05	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$2.9M		11k	263.82	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$2.8M		34k	83.33	View chart
Union Pacific Corporation (UNP)	0.0	$2.8M		12k	246.48	View chart
Caterpillar (CAT)	0.0	$2.7M		6.9k	391.11	View chart
Deere & Company (DE)	0.0	$2.6M		6.3k	417.33	View chart
PPG Industries (PPG)	0.0	$2.6M		20k	132.46	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.6M	+2%	22k	115.30	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$2.5M		90k	28.15	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$2.5M	+2%	25k	101.65	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$2.5M		16k	153.13	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$2.4M	+9%	50k	48.59	View chart
Genuine Parts Company (GPC)	0.0	$2.4M	+614%	17k	139.68	View chart
Thermo Fisher Scientific (TMO)	0.0	$2.4M		3.9k	618.55	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$2.4M		30k	80.78	View chart
Honeywell International (HON)	0.0	$2.3M		11k	206.71	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$2.3M	-2%	49k	47.25	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$2.3M	+14%	24k	98.80	View chart
Dupont De Nemours (DD)	0.0	$2.3M		26k	89.11	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$2.3M		53k	42.84	View chart
Ge Aerospace Com New (GE)	0.0	$2.3M	+8%	12k	188.58	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$2.3M	+5%	6.4k	353.49	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$2.2M	+13%	41k	52.86	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$2.2M	-3%	75k	29.06	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$2.1M		35k	60.04	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$2.1M		32k	66.52	View chart
Norfolk Southern (NSC)	0.0	$2.1M		8.4k	248.50	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$2.1M		90k	23.17	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$2.1M	-2%	6.3k	326.75	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$2.0M	+2%	14k	139.49	View chart
Avantor (AVTR)	0.0	$2.0M		76k	25.87	View chart
Goldman Sachs (GS)	0.0	$2.0M		4.0k	495.10	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$2.0M		57k	34.49	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$1.9M	+16%	72k	26.83	View chart
Jefferies Finl Group (JEF)	0.0	$1.9M	-65%	31k	61.55	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$1.9M		9.7k	190.72	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$1.8M	+41%	49k	37.56	View chart
Texas Instruments Incorporated (TXN)	0.0	$1.8M		8.9k	206.57	View chart
Pfizer (PFE)	0.0	$1.8M		63k	28.94	View chart
Applied Materials (AMAT)	0.0	$1.8M	-2%	9.0k	202.05	View chart
Danaher Corporation (DHR)	0.0	$1.8M		6.5k	278.02	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$1.8M		47k	38.53	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$1.8M		36k	49.31	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$1.8M	-22%	16k	109.33	View chart
Carrier Global Corporation (CARR)	0.0	$1.8M		22k	80.49	View chart
Corteva (CTVA)	0.0	$1.7M		30k	58.79	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$1.7M		42k	40.63	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 Q3 filed Oct. 24, 2024
Modera Wealth Management 2024 Q2 filed July 29, 2024
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

View all past filings

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