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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 20.18% of Modera Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$48M), SPY (+$28M), VCSH (+$18M), IJR (+$15M), VBK (+$14M), NVDA (+$13M), IEFA (+$13M), STIP (+$11M), EFV (+$10M), AVDL (+$8.5M).
Started 28 new stock positions in DCOR, PPA, FFWM, EW, VRAR, A, Seelos Therapeutics Inc Class Equity, GOVT, CMG, GME.
Reduced shares in these 10 stocks: Flamel Technologies Sa (-$10M), LOGI (-$8.6M), DFAU (-$6.0M), MSFT (-$5.8M), VEA (-$5.2M), , LLY, AVGO, NVO, BMY.
Sold out of its positions in Flamel Technologies Sa, BF.B, CIEN, STZ, DFAR, MSTB, ECF, GDOT, HRL, VKQ.
Modera Wealth Management was a net buyer of stock by $166M.
Modera Wealth Management has $6.8B in assets under management (AUM), dropping by 3.38%.
Central Index Key (CIK): 0001542143

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Portfolio Holdings for Modera Wealth Management

Modera Wealth Management holds 573 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Modera Wealth Management has 573 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	6.0	$409M	+13%	1.1M	374.01	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.1	$278M		5.6M	49.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.5	$240M	+3%	1.3M	182.55	View chart
Vanguard Index Fds Value Etf (VTV)	3.4	$228M	+2%	1.4M	160.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.2	$215M	+6%	3.0M	72.64	View chart
Apple (AAPL)	2.8	$187M		887k	210.62	View chart
Microsoft Corporation (MSFT)	2.7	$181M	-3%	405k	446.95	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.5	$170M	+6%	1.7M	99.49	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.5	$169M		5.2M	32.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.3	$154M	+10%	1.4M	106.66	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.2	$151M	-3%	4.0M	37.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$146M		266k	547.23	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.9	$131M	+5%	2.1M	61.64	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$103M		282k	364.51	View chart
Ishares Tr Eafe Value Etf (EFV)	1.5	$102M	+11%	1.9M	53.04	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.4	$95M		2.4M	39.27	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.4	$94M		2.6M	35.94	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.3	$86M		976k	88.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.2	$80M		460k	174.47	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.1	$76M		786k	97.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$76M	-2%	1.7M	43.76	View chart
Broadcom (AVGO)	1.1	$74M	-5%	46k	1605.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$72M		778k	92.54	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$71M		1.3M	53.53	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$70M	+3%	781k	90.19	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.0	$70M		1.2M	58.85	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$69M		374k	183.42	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.0	$68M	+8%	2.3M	28.78	View chart
Lowe's Companies (LOW)	1.0	$66M	-2%	298k	220.46	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$65M	+37%	843k	77.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$58M	+8%	317k	182.52	View chart
Novo-nordisk A S Adr (NVO)	0.8	$54M	-6%	377k	142.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$51M	+126%	93k	544.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$50M		849k	58.52	View chart
Eli Lilly & Co. (LLY)	0.7	$49M	-8%	55k	905.38	View chart
JPMorgan Chase & Co. (JPM)	0.7	$49M	-2%	242k	202.26	View chart
BlackRock (BLK)	0.7	$48M	-2%	61k	787.32	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.7	$48M		276k	173.81	View chart
Amazon (AMZN)	0.7	$46M		239k	193.25	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$46M		880k	51.87	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$45M	+2%	481k	93.81	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$44M		559k	78.33	View chart
Cisco Systems (CSCO)	0.6	$41M		863k	47.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$41M		100k	406.80	View chart
Amgen (AMGN)	0.6	$38M	-4%	121k	312.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$38M	-2%	186k	202.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$37M		583k	64.25	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$37M	+26%	488k	74.89	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.5	$36M	-2%	329k	109.18	View chart
Visa Com Cl A (V)	0.5	$35M		134k	262.47	View chart
Williams-Sonoma (WSM)	0.5	$35M		124k	282.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$35M	-3%	130k	267.51	View chart
Johnson & Johnson (JNJ)	0.5	$34M		234k	146.16	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$33M		663k	50.11	View chart
Home Depot (HD)	0.4	$29M		84k	344.24	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$29M	-3%	226k	127.48	View chart
Interpublic Group of Companies (IPG)	0.4	$28M		953k	29.09	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$28M	-7%	539k	51.09	View chart
Pepsi (PEP)	0.4	$27M	-3%	166k	164.93	View chart
Procter & Gamble Company (PG)	0.4	$26M		160k	164.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$26M		262k	100.84	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$25M		316k	77.83	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$24M	-2%	159k	152.30	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$24M	+44%	226k	106.55	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$24M	+14%	479k	49.92	View chart
PNC Financial Services (PNC)	0.4	$24M		154k	155.48	View chart
Emerson Electric (EMR)	0.4	$24M		217k	110.16	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$24M	+9%	396k	60.08	View chart
Automatic Data Processing (ADP)	0.3	$23M		97k	238.69	View chart
Ishares Tr Global Reit Etf (REET)	0.3	$23M		973k	23.25	View chart
Target Corporation (TGT)	0.3	$22M	-2%	150k	148.04	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$20M		68k	297.54	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$20M	+61%	192k	104.55	View chart
Electronic Arts (EA)	0.3	$20M		143k	139.33	View chart
Lockheed Martin Corporation (LMT)	0.3	$20M		42k	467.10	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$20M	+19%	214k	91.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$19M	+45%	200k	97.07	View chart
United Parcel Service CL B (UPS)	0.3	$19M		140k	136.85	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$19M	+349%	74k	250.13	View chart
UnitedHealth (UNH)	0.3	$19M	-3%	36k	509.27	View chart
Dover Corporation (DOV)	0.3	$17M		94k	180.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$17M		92k	182.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$17M	+6%	218k	76.70	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$17M	+5%	76k	218.04	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$15M	+18%	596k	25.87	View chart
Stryker Corporation (SYK)	0.2	$15M		44k	340.25	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$15M	+16%	181k	79.93	View chart
NVIDIA Corporation (NVDA)	0.2	$14M	+967%	115k	123.54	View chart
Oracle Corporation (ORCL)	0.2	$14M		100k	141.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$14M	+4%	78k	182.01	View chart
Charles Schwab Corporation (SCHW)	0.2	$14M	-4%	189k	73.69	View chart
Abbvie (ABBV)	0.2	$13M	-2%	78k	171.52	View chart
Unilever Spon Adr New (UL)	0.2	$13M		242k	54.99	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$13M	-3%	516k	25.42	View chart
Wal-Mart Stores (WMT)	0.2	$13M	-3%	193k	67.71	View chart
Anthem (ELV)	0.2	$13M		24k	541.87	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$13M	-4%	163k	78.78	View chart
Coca-Cola Company (KO)	0.2	$13M	-8%	198k	63.65	View chart
Abbott Laboratories (ABT)	0.2	$12M	-5%	119k	103.91	View chart
Colgate-Palmolive Company (CL)	0.2	$12M	-6%	125k	97.04	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$12M		25k	468.72	View chart
Starbucks Corporation (SBUX)	0.2	$12M	+4%	148k	77.85	View chart
FedEx Corporation (FDX)	0.2	$11M	-2%	38k	299.84	View chart
Adobe Systems Incorporated (ADBE)	0.2	$11M	+9%	20k	555.54	View chart
Truist Financial Corp equities (TFC)	0.2	$11M	+6%	283k	38.85	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$11M	-4%	11k	1022.74	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$11M		127k	83.76	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$10M		17.00	612241.00	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$10M	-4%	423k	24.49	View chart
Hubbell (HUBB)	0.2	$10M	-4%	28k	365.47	View chart
Walt Disney Company (DIS)	0.2	$10M	-2%	103k	99.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$10M	+32%	141k	72.05	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$10M	+2%	342k	29.67	View chart
Lam Research Corporation (LRCX)	0.1	$10M	-3%	9.4k	1064.84	View chart
Intercontinental Exchange (ICE)	0.1	$9.7M		71k	136.89	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$9.5M		183k	52.01	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$9.4M	+2%	243k	38.50	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$9.2M	-4%	220k	41.53	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$9.2M	-4%	8.7k	1051.06	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$9.0M	-2%	157k	57.21	View chart
Skyworks Solutions (SWKS)	0.1	$8.9M	-3%	84k	106.58	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$8.8M		122k	72.06	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$8.6M	-14%	157k	54.96	View chart
Avadel Pharmaceuticals Com Shs (AVDL)	0.1	$8.5M	NEW	603k	14.06	View chart
Exxon Mobil Corporation (XOM)	0.1	$8.1M		70k	115.12	View chart
Comcast Corp Cl A (CMCSA)	0.1	$8.0M	-11%	205k	39.16	View chart
Stmicroelectronics N V Ny Registry (STM)	0.1	$7.7M	+58%	196k	39.28	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$7.4M	+10%	63k	118.78	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$7.4M		28k	262.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$7.4M	+10%	15k	500.13	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$6.9M	-7%	58k	119.32	View chart
Merck & Co (MRK)	0.1	$6.7M		54k	123.80	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$6.6M		56k	117.49	View chart
AFLAC Incorporated (AFL)	0.1	$6.6M		73k	89.31	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$6.3M		53k	118.60	View chart
SYSCO Corporation (SYY)	0.1	$6.2M	+17%	87k	71.39	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$6.2M		132k	46.77	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$6.0M	+4%	124k	48.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$6.0M		13k	479.10	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$5.9M		54k	110.35	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$5.8M	+2%	94k	62.06	View chart
Msci (MSCI)	0.1	$5.8M		12k	481.75	View chart
Jacobs Engineering Group (J)	0.1	$5.7M	-3%	41k	139.71	View chart
Fortinet (FTNT)	0.1	$5.7M	+9%	95k	60.27	View chart
SEI Investments Company (SEIC)	0.1	$5.7M	-3%	88k	64.69	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$5.6M		88k	64.00	View chart
Global Payments (GPN)	0.1	$5.5M	+6%	57k	96.70	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$5.4M	-2%	22k	249.63	View chart
salesforce (CRM)	0.1	$5.4M	+61%	21k	257.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$5.3M		138k	38.42	View chart
McDonald's Corporation (MCD)	0.1	$5.2M	+5%	21k	254.84	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$5.2M	-2%	108k	48.28	View chart
Paypal Holdings (PYPL)	0.1	$5.2M		89k	58.03	View chart
Costco Wholesale Corporation (COST)	0.1	$5.1M	-2%	6.0k	849.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$5.1M		108k	47.45	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$5.1M		63k	81.08	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.9M		49k	100.39	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$4.8M	-16%	365k	13.18	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$4.8M	+13%	165k	28.91	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$4.7M	-2%	140k	33.53	View chart
Chevron Corporation (CVX)	0.1	$4.5M		29k	156.42	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$4.5M		8.4k	535.05	View chart
American Express Company (AXP)	0.1	$4.5M		19k	231.55	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$4.4M		67k	65.93	View chart
Jefferies Finl Group (JEF)	0.1	$4.4M	-10%	88k	49.76	View chart
Mastercard Incorporated Cl A (MA)	0.1	$4.4M		9.9k	441.16	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$4.3M		41k	106.78	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$4.2M		66k	62.91	View chart
Nutrien (NTR)	0.1	$4.1M	-3%	81k	50.91	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$4.1M		53k	78.31	View chart
Meta Platforms Cl A (META)	0.1	$4.1M	+2%	8.1k	504.20	View chart
Air Products & Chemicals (APD)	0.1	$4.0M		16k	258.05	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$3.9M		83k	47.77	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$3.9M		77k	51.30	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.1	$3.9M		78k	50.28	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$3.9M		32k	120.74	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$3.9M	+3%	59k	64.95	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.8M		89k	42.59	View chart
Zoetis Cl A (ZTS)	0.1	$3.8M	+1025%	22k	173.36	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$3.8M		47k	80.13	View chart
Align Technology (ALGN)	0.1	$3.8M	-8%	16k	241.43	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$3.6M		41k	88.48	View chart
Logitech Intl S A SHS (LOGI)	0.1	$3.5M	-71%	36k	96.88	View chart
Qualcomm (QCOM)	0.1	$3.5M		18k	199.18	View chart
CVS Caremark Corporation (CVS)	0.1	$3.5M	-11%	59k	59.06	View chart
Infosys Sponsored Adr (INFY)	0.1	$3.4M	+5%	182k	18.62	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$3.4M	+6%	30k	113.46	View chart
International Business Machines (IBM)	0.0	$3.4M		20k	172.95	View chart
Northrop Grumman Corporation (NOC)	0.0	$3.3M		7.6k	435.96	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$3.3M	+141%	51k	65.44	View chart
Booking Holdings (BKNG)	0.0	$3.3M		832.00	3961.50	View chart
Bank of America Corporation (BAC)	0.0	$3.3M	+2%	83k	39.77	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$3.3M		29k	112.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$3.1M	-4%	14k	215.01	View chart
Agilent Technologies Inc C ommon (A)	0.0	$3.0M	NEW	23k	129.63	View chart
Philip Morris International (PM)	0.0	$2.9M		28k	101.33	View chart
Nextera Energy (NEE)	0.0	$2.8M		39k	70.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$2.8M		63k	43.93	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$2.7M	+2%	11k	242.11	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$2.6M	+145%	34k	76.57	View chart
Union Pacific Corporation (UNP)	0.0	$2.6M		12k	226.26	View chart
PPG Industries (PPG)	0.0	$2.5M	-39%	20k	125.89	View chart
Honeywell International (HON)	0.0	$2.4M	-9%	11k	213.55	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$2.4M		91k	26.73	View chart
Tesla Motors (TSLA)	0.0	$2.4M		12k	197.89	View chart
Deere & Company (DE)	0.0	$2.4M		6.4k	373.63	View chart
General Dynamics Corporation (GD)	0.0	$2.4M		8.1k	290.13	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$2.3M		24k	96.62	View chart
Intel Corporation (INTC)	0.0	$2.3M		75k	30.97	View chart
Caterpillar (CAT)	0.0	$2.3M	-2%	6.8k	333.09	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$2.3M		51k	44.60	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.2M		22k	100.23	View chart
Applied Materials (AMAT)	0.0	$2.2M	+3%	9.2k	235.99	View chart
Dupont De Nemours (DD)	0.0	$2.1M		27k	80.49	View chart
Thermo Fisher Scientific (TMO)	0.0	$2.1M		3.8k	552.97	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$2.1M	+5%	45k	46.61	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$2.1M	-13%	21k	99.98	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$2.1M	-16%	77k	26.90	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$2.1M		52k	39.34	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$2.0M	+44%	25k	81.65	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$2.0M		35k	56.88	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$2.0M	-4%	29k	68.14	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$2.0M	-8%	6.5k	308.69	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$2.0M		32k	62.87	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$2.0M		16k	123.80	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$1.9M		21k	92.71	View chart
First Fndtn (FFWM)	0.0	$1.9M	NEW	286k	6.55	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.8M	+2%	6.1k	303.42	View chart
Norfolk Southern (NSC)	0.0	$1.8M		8.4k	214.69	View chart
Goldman Sachs (GS)	0.0	$1.8M	+30%	3.9k	452.29	View chart
Ge Aerospace Com New (GE)	0.0	$1.8M		11k	158.97	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$1.8M		89k	19.97	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$1.8M	+14%	14k	128.42	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$1.8M		65k	27.31	View chart
Keurig Dr Pepper (KDP)	0.0	$1.8M	NEW	53k	33.40	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$1.8M		57k	31.15	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$1.8M	-2%	36k	48.74	View chart
Pfizer (PFE)	0.0	$1.8M	-31%	63k	27.98	View chart
Intuit (INTU)	0.0	$1.8M		2.7k	657.16	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$1.7M		36k	48.54	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$1.7M		9.8k	175.78	View chart
Texas Instruments Incorporated (TXN)	0.0	$1.7M		8.7k	194.53	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$1.7M	+11%	48k	35.58	View chart
WSFS Financial Corporation (WSFS)	0.0	$1.6M	-46%	35k	47.00	View chart
Danaher Corporation (DHR)	0.0	$1.6M		6.5k	249.85	View chart
Avantor (AVTR)	0.0	$1.6M		76k	21.20	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$1.6M		42k	37.95	View chart
Corteva (CTVA)	0.0	$1.6M		29k	53.94	View chart
Nucor Corporation (NUE)	0.0	$1.6M		9.9k	158.08	View chart
Prudential Financial (PRU)	0.0	$1.5M	-6%	13k	117.19	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 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
Modera Wealth Management 2020 Q4 filed Feb. 11, 2021

View all past filings

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