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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, VIG, VEA, VTV, IEFA, and represent 21.92% of Modera Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVDV (+$15M), VUG (+$11M), STIP (+$11M), VIG (+$10M), VTV (+$9.6M), IEFA (+$7.7M), DIHP (+$6.5M), JKHY, IWF, DFSV.
Started 27 new stock positions in SCI, FAST, BN, NUDM, SCHO, AGI, RCL, EQT, GM, PANW.
Reduced shares in these 10 stocks: AVGO (-$8.4M), AAPL (-$7.1M), VEA (-$5.1M), , EFV, KDP, DFAC, MSFT, IVV, IUSG.
Sold out of its positions in AOD, AZN, BAH, CP, Chargepoint Holdings Inc Com Cl A, PTA, DRI, FIS, FCNCA, FCX.
Modera Wealth Management was a net seller of stock by $-21M.
Modera Wealth Management has $8.6B in assets under management (AUM), dropping by 6.84%.
Central Index Key (CIK): 0001542143

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Portfolio Holdings for Modera Wealth Management

Modera Wealth Management holds 646 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Modera Wealth Management has 646 total positions. Only the first 250 positions are shown.

Sign up to view all of the Modera Wealth Management Sept. 30, 2025 positions
Download the Modera Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	6.8	$585M		1.2M	479.61	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.0	$344M	+3%	1.6M	215.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.9	$336M		5.6M	59.92	View chart
Vanguard Index Fds Value Etf (VTV)	3.7	$318M	+3%	1.7M	186.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.6	$309M	+2%	3.5M	87.31	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.6	$221M	+5%	2.1M	103.36	View chart
Apple (AAPL)	2.5	$212M	-3%	834k	254.63	View chart
Microsoft Corporation (MSFT)	2.4	$205M		395k	517.95	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.2	$193M		5.0M	38.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$178M		265k	669.30	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.0	$176M	+9%	2.0M	89.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$172M		1.4M	118.83	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.8	$156M		3.4M	45.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$129M	+2%	274k	468.41	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.5	$126M		1.3M	99.95	View chart
Broadcom (AVGO)	1.4	$122M	-6%	369k	329.91	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$118M	-3%	1.7M	67.83	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.3	$115M		2.5M	46.12	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.3	$112M		1.0M	108.70	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.2	$100M		2.2M	44.69	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$95M		1.4M	65.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$93M	-2%	1.7M	54.18	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.1	$92M	-2%	830k	110.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.0	$90M		444k	203.59	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$89M		367k	243.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$86M		715k	120.72	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.0	$86M		1.2M	72.44	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.9	$81M	+3%	2.5M	31.84	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.9	$76M	-2%	991k	76.72	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$75M		358k	208.71	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$74M		931k	79.93	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.9	$74M	-2%	264k	279.29	View chart
JPMorgan Chase & Co. (JPM)	0.8	$70M		222k	315.43	View chart
Lowe's Companies (LOW)	0.8	$70M		278k	251.31	View chart
Blackrock (BLK)	0.8	$68M		58k	1165.87	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$64M	+2%	96k	666.18	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.7	$60M	-3%	365k	164.54	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$59M		493k	120.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$57M	-2%	173k	328.17	View chart
Cisco Systems (CSCO)	0.6	$54M	-2%	794k	68.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$54M		821k	65.26	View chart
Amazon (AMZN)	0.6	$53M	-2%	242k	219.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$51M	-2%	549k	93.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$49M		97k	502.74	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$45M	-2%	778k	58.21	View chart
Visa Com Cl A (V)	0.5	$45M		131k	341.38	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$44M	+17%	1.5M	30.39	View chart
Johnson & Johnson (JNJ)	0.5	$41M		222k	185.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$40M	-4%	167k	241.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$40M		1.5M	26.34	View chart
Williams-Sonoma (WSM)	0.4	$38M	-4%	194k	195.45	View chart
Eli Lilly & Co. (LLY)	0.4	$37M		49k	762.99	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$37M	-2%	533k	68.46	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$36M		462k	78.09	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.4	$34M		272k	123.91	View chart
Home Depot (HD)	0.4	$33M		82k	405.19	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$32M		641k	50.07	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$31M		982k	31.91	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$31M	-2%	393k	78.90	View chart
PNC Financial Services (PNC)	0.4	$31M		153k	200.93	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$31M		1.2M	25.56	View chart
Amgen (AMGN)	0.3	$30M	-2%	105k	282.20	View chart
Oracle Corporation (ORCL)	0.3	$29M		101k	281.24	View chart
Automatic Data Processing (ADP)	0.3	$28M		96k	293.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$28M		111k	254.28	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$27M		288k	95.15	View chart
Emerson Electric (EMR)	0.3	$27M		205k	131.18	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$26M		245k	106.78	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$26M		506k	51.23	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$25M		68k	365.48	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$24M	-2%	136k	176.81	View chart
Electronic Arts (EA)	0.3	$24M	-5%	119k	201.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$24M	-2%	97k	243.10	View chart
NVIDIA Corporation (NVDA)	0.3	$23M		124k	186.58	View chart
Procter & Gamble Company (PG)	0.3	$22M	-2%	146k	153.65	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$22M	-5%	751k	29.64	View chart
Interpublic Group of Companies (IPG)	0.3	$22M	-2%	797k	27.91	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$22M	-2%	207k	106.49	View chart
Pepsi (PEP)	0.2	$21M		151k	140.44	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$21M	-3%	413k	51.09	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$21M	-3%	72k	293.74	View chart
Wal-Mart Stores (WMT)	0.2	$21M		202k	103.06	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$21M		761k	26.95	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$20M	-2%	639k	31.53	View chart
Novo-nordisk A S Adr (NVO)	0.2	$20M		359k	55.49	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$20M		553k	35.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$19M		194k	100.25	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$18M	+2%	233k	78.91	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$18M		212k	84.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$18M	+6%	29k	612.38	View chart
Abbvie (ABBV)	0.2	$18M		76k	231.54	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$17M	-6%	58k	297.62	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$17M		69k	244.09	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$17M	+10%	22.00	754200.00	View chart
Stryker Corporation (SYK)	0.2	$16M		44k	369.67	View chart
Lockheed Martin Corporation (LMT)	0.2	$16M		32k	499.21	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$16M		77k	206.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$16M	+2%	212k	74.37	View chart
Dover Corporation (DOV)	0.2	$15M		91k	166.83	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$15M	-5%	474k	31.38	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$15M		84k	174.58	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$14M		396k	36.35	View chart
Abbott Laboratories (ABT)	0.2	$14M		107k	133.94	View chart
Charles Schwab Corporation (SCHW)	0.2	$14M	-3%	149k	95.47	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$14M		152k	92.98	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$13M		179k	75.11	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.2	$13M		143k	90.50	View chart
Unilever Spon Adr New (UL)	0.1	$13M	-2%	215k	59.28	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$13M		280k	45.08	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$12M	-2%	485k	25.31	View chart
Starbucks Corporation (SBUX)	0.1	$12M	-2%	145k	84.60	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$12M		84k	142.55	View chart
Coca-Cola Company (KO)	0.1	$12M		179k	66.32	View chart
Anthem (ELV)	0.1	$11M		35k	323.12	View chart
Target Corporation (TGT)	0.1	$11M		124k	89.70	View chart
Walt Disney Company (DIS)	0.1	$11M	-2%	97k	114.50	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$11M		200k	55.57	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$11M		259k	42.79	View chart
Truist Financial Corp equities (TFC)	0.1	$11M	-2%	238k	45.72	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$11M		11k	968.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$11M		118k	91.42	View chart
Lam Research Corp Com New (LRCX)	0.1	$11M	-4%	80k	133.90	View chart
Hubbell (HUBB)	0.1	$11M	-3%	25k	430.31	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$10M		75k	137.74	View chart
McDonald's Corporation (MCD)	0.1	$9.9M	+3%	33k	303.89	View chart
United Parcel Service CL B (UPS)	0.1	$9.8M	-6%	117k	83.53	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$9.7M		152k	63.83	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$9.6M	-4%	226k	42.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$9.6M		51k	189.70	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$9.6M		210k	45.77	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$9.6M	+4%	150k	64.20	View chart
SYSCO Corporation (SYY)	0.1	$9.4M		114k	82.34	View chart
Intercontinental Exchange (ICE)	0.1	$9.3M	-4%	55k	168.48	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$9.1M	-2%	114k	79.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$9.1M		15k	600.39	View chart
Raytheon Technologies Corp (RTX)	0.1	$9.0M	-5%	54k	167.33	View chart
Applied Materials (AMAT)	0.1	$8.7M	+2%	43k	204.74	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$8.6M	-5%	22k	391.64	View chart
Avadel Pharmaceuticals Com Shs (AVDL)	0.1	$8.5M		559k	15.27	View chart
Fortinet (FTNT)	0.1	$8.3M	-4%	99k	84.08	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$8.3M		94k	88.65	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$8.3M		57k	145.60	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$8.2M		57k	145.65	View chart
Exxon Mobil Corporation (XOM)	0.1	$8.1M	-4%	72k	112.75	View chart
Colgate-Palmolive Company (CL)	0.1	$8.0M	-7%	100k	79.94	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$8.0M	-6%	25k	320.04	View chart
Meta Platforms Cl A (META)	0.1	$7.9M		11k	734.37	View chart
Mastercard Incorporated Cl A (MA)	0.1	$7.8M		14k	568.83	View chart
AFLAC Incorporated (AFL)	0.1	$7.7M		69k	111.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$7.7M	+3%	54k	140.95	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$7.5M		53k	142.41	View chart
Adobe Systems Incorporated (ADBE)	0.1	$7.3M	-3%	21k	352.75	View chart
FedEx Corporation (FDX)	0.1	$7.3M	-5%	31k	235.81	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$7.2M		146k	49.46	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$7.2M		9.6k	746.65	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$7.1M		125k	57.19	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$7.1M	-5%	23k	307.87	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$6.9M		124k	55.33	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$6.8M	+3%	71k	96.55	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$6.7M		48k	139.67	View chart
salesforce (CRM)	0.1	$6.6M		28k	237.00	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$6.5M		151k	43.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$6.5M	+2%	277k	23.28	View chart
Tesla Motors (TSLA)	0.1	$6.5M		15k	444.72	View chart
American Express Company (AXP)	0.1	$6.4M	-2%	19k	332.16	View chart
Otis Worldwide Corp (OTIS)	0.1	$6.4M		70k	91.43	View chart
Costco Wholesale Corporation (COST)	0.1	$6.3M		6.8k	925.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$6.3M		18k	355.47	View chart
SEI Investments Company (SEIC)	0.1	$6.2M	-3%	73k	84.85	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$6.1M		117k	52.30	View chart
International Business Machines (IBM)	0.1	$6.0M		21k	282.16	View chart
Jacobs Engineering Group (J)	0.1	$6.0M		40k	149.86	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$5.8M		177k	32.90	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$5.7M	+9%	92k	62.47	View chart
McKesson Corporation (MCK)	0.1	$5.6M		7.2k	772.49	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$5.6M	+2%	71k	78.34	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$5.5M		138k	40.18	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$5.5M	-2%	9.3k	596.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$5.4M		194k	27.90	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$5.3M	+3%	213k	24.95	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$5.3M	-3%	306k	17.27	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$5.1M		103k	50.00	View chart
Paypal Holdings (PYPL)	0.1	$5.1M	-4%	76k	67.06	View chart
Northrop Grumman Corporation (NOC)	0.1	$4.9M		8.1k	609.33	View chart
Chevron Corporation (CVX)	0.1	$4.8M		31k	155.29	View chart
Zoetis Cl A (ZTS)	0.1	$4.7M		32k	146.32	View chart
Aon Shs Cl A (AON)	0.1	$4.7M		13k	356.57	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$4.7M		87k	53.40	View chart
UnitedHealth (UNH)	0.1	$4.6M	-6%	13k	345.31	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$4.5M		62k	72.77	View chart
Booking Holdings (BKNG)	0.1	$4.5M		831.00	5399.27	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.5M		33k	137.80	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$4.5M	-2%	43k	104.51	View chart
Comcast Corp Cl A (CMCSA)	0.1	$4.5M	-6%	142k	31.42	View chart
Stmicroelectronics N V Ny Registry (STM)	0.1	$4.4M		157k	28.26	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$4.3M		65k	66.90	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$4.2M		44k	96.46	View chart
Nutrien (NTR)	0.0	$4.2M	-2%	72k	58.71	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.0	$4.2M		51k	83.41	View chart
Agilent Technologies Inc C ommon (A)	0.0	$4.1M	+2%	32k	128.35	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$4.0M		36k	111.22	View chart
Philip Morris International (PM)	0.0	$3.9M		24k	162.20	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$3.9M	-4%	59k	66.01	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$3.9M		30k	129.72	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$3.9M	-3%	6.9k	562.29	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$3.8M	+2%	40k	95.19	View chart
Bank of America Corporation (BAC)	0.0	$3.8M	-13%	73k	51.59	View chart
Warner Music Group Corp Com Cl A (WMG)	0.0	$3.8M	+8%	111k	34.06	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$3.7M	+18%	50k	73.46	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$3.7M	+4%	126k	29.11	View chart
Palantir Technologies Cl A (PLTR)	0.0	$3.6M	+42%	20k	182.42	View chart
Merck & Co (MRK)	0.0	$3.6M	-5%	43k	83.93	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.0	$3.6M		72k	50.22	View chart
Global Payments (GPN)	0.0	$3.6M	-2%	43k	83.08	View chart
Logitech Intl S A SHS (LOGI)	0.0	$3.5M	-5%	32k	109.68	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$3.4M	+8%	29k	118.44	View chart
Genuine Parts Company (GPC)	0.0	$3.4M		25k	138.60	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$3.3M		72k	46.32	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$3.3M		19k	170.85	View chart
Jack Henry & Associates (JKHY)	0.0	$3.3M	NEW	22k	148.93	View chart
Caterpillar (CAT)	0.0	$3.3M		6.9k	477.14	View chart
Goldman Sachs (GS)	0.0	$3.3M	+2%	4.1k	796.43	View chart
General Dynamics Corporation (GD)	0.0	$3.3M		9.6k	340.98	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$3.3M	-2%	68k	47.98	View chart
Nextera Energy (NEE)	0.0	$3.2M		43k	75.49	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$3.2M		36k	89.37	View chart
Union Pacific Corporation (UNP)	0.0	$3.2M	+9%	13k	236.36	View chart
CVS Caremark Corporation (CVS)	0.0	$3.0M		40k	75.39	View chart
Ge Aerospace Com New (GE)	0.0	$3.0M	-11%	10k	300.83	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.0	$3.0M	+6%	30k	97.99	View chart
Deere & Company (DE)	0.0	$2.9M		6.3k	457.23	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.8M		22k	123.75	View chart
Iqvia Holdings (IQV)	0.0	$2.7M	+42%	14k	189.94	View chart
Infosys Sponsored Adr (INFY)	0.0	$2.7M	-4%	163k	16.27	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$2.7M	+17%	52k	50.63	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$2.6M	-10%	101k	25.71	View chart
Spdr Series Trust Spdr S&p 500 Etf (SPYX)	0.0	$2.6M	-3%	47k	54.85	View chart
Qualcomm (QCOM)	0.0	$2.6M	-2%	15k	166.36	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$2.5M		28k	87.21	View chart
Thermo Fisher Scientific (TMO)	0.0	$2.5M	+16%	5.1k	485.04	View chart
Honeywell International (HON)	0.0	$2.4M	+7%	12k	210.51	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$2.4M		34k	71.94	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$2.4M		53k	45.51	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$2.4M		51k	48.03	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$2.4M		6.4k	378.97	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$2.4M		35k	68.94	View chart
Netflix (NFLX)	0.0	$2.4M		2.0k	1199.18	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$2.4M	-2%	19k	125.95	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.0	$2.4M		30k	80.65	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$2.3M		52k	44.10	View chart

Past Filings by Modera Wealth Management

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

Modera Wealth Management 2025 Q3 filed Oct. 31, 2025
Modera Wealth Management 2025 Q2 filed Aug. 6, 2025
Modera Wealth Management 2025 Q1 filed May 8, 2025
Modera Wealth Management 2024 Q4 filed Feb. 6, 2025
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

View all past filings

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