Modera Wealth Management

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

Tip: Access up to 7 years of quarterly data

Positions held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Modera Wealth Management

Modera Wealth Management holds 611 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Modera Wealth Management has 611 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
EQT Corporation (EQT) 8.5 $708M 15M 46.11
 View chart
Vanguard Index Fds Growth Etf (VUG) 5.7 $469M 1.1M 410.44
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.3 $277M +4% 5.8M 47.82
 View chart
Vanguard Index Fds Value Etf (VTV) 3.3 $276M +8% 1.6M 169.30
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 3.3 $273M 1.4M 195.83
 View chart
Ishares Tr Core Msci Eafe (IEFA) 2.9 $237M +7% 3.4M 70.28
 View chart
Apple (AAPL) 2.7 $221M 884k 250.42
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $198M +4% 1.7M 115.22
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.3 $191M +4% 1.9M 100.60
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.2 $179M 5.2M 34.59
 View chart
Microsoft Corporation (MSFT) 2.1 $175M 416k 421.50
 View chart
Ishares Tr Core S&p500 Etf (IVV) 1.9 $156M +2% 264k 588.68
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.8 $147M 3.6M 40.49
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.8 $147M +6% 2.4M 60.75
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $109M -2% 271k 401.58
 View chart
Ishares Tr Eafe Value Etf (EFV) 1.3 $105M +2% 2.0M 52.47
 View chart
Broadcom (AVGO) 1.2 $99M -2% 428k 231.84
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.2 $97M 2.4M 40.92
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 1.1 $92M 2.6M 35.48
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 1.1 $91M 987k 92.59
 View chart
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.1 $89M +12% 2.9M 30.78
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $83M 446k 185.13
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $82M 752k 108.61
 View chart
American Centy Etf Tr Us Eqt Etf (AVUS) 1.0 $81M +2% 830k 96.93
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $80M +6% 1.8M 44.04
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $77M +15% 982k 78.01
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $77M 754k 101.53
 View chart
Dimensional Etf Trust Us Equity Market (DFUS) 0.9 $74M 1.2M 63.75
 View chart
Ishares Core Msci Emkt (IEMG) 0.9 $72M +4% 1.4M 52.22
 View chart
Lowe's Companies (LOW) 0.9 $71M 289k 246.80
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.9 $71M 370k 190.44
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $70M +12% 354k 198.18
 View chart
Blackrock (BLK) 0.7 $62M NEW 60k 1025.12
 View chart
JPMorgan Chase & Co. (JPM) 0.7 $56M 234k 239.71
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $55M +5% 880k 62.31
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $54M 92k 586.08
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $54M 273k 197.49
 View chart
Amazon (AMZN) 0.6 $54M 245k 219.39
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $53M +36% 182k 289.81
 View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.6 $50M 487k 103.30
 View chart
Cisco Systems (CSCO) 0.6 $50M 849k 59.20
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $47M -4% 837k 55.66
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $45M -2% 100k 453.28
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.5 $44M +4% 582k 75.61
 View chart
Visa Com Cl A (V) 0.5 $43M 135k 316.04
 View chart
Williams-Sonoma (WSM) 0.5 $41M -4% 223k 185.18
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.5 $41M 183k 220.96
 View chart
Eli Lilly & Co. (LLY) 0.5 $40M -3% 52k 772.00
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $37M +188% 1.6M 23.18
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $37M +40% 563k 65.08
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $37M 489k 74.73
 View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.4 $35M -3% 308k 114.11
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $34M +3% 677k 50.13
 View chart
Johnson & Johnson (JNJ) 0.4 $34M 232k 144.62
 View chart
Home Depot (HD) 0.4 $33M 85k 388.99
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $32M 228k 139.35
 View chart
Novo-nordisk A S Adr (NVO) 0.4 $31M 363k 86.02
 View chart
PNC Financial Services (PNC) 0.4 $30M +2% 157k 192.85
 View chart
Amgen (AMGN) 0.4 $29M 112k 260.64
 View chart
Automatic Data Processing (ADP) 0.3 $29M 99k 292.73
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $29M +294% 1.0M 27.87
 View chart
Procter & Gamble Company (PG) 0.3 $27M 158k 167.65
 View chart
Ishares Tr National Mun Etf (MUB) 0.3 $26M +3% 248k 106.55
 View chart
Emerson Electric (EMR) 0.3 $26M 212k 123.93
 View chart
Ishares Tr Mbs Etf (MBB) 0.3 $25M +22% 276k 91.68
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $25M +194% 911k 27.71
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.3 $25M +37% 105k 240.28
 View chart
Ishares Tr Core Intl Aggr (IAGG) 0.3 $25M 502k 49.92
 View chart
Interpublic Group of Companies (IPG) 0.3 $25M -4% 883k 28.02
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $25M -2% 150k 164.17
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $25M -4% 483k 50.88
 View chart
Pepsi (PEP) 0.3 $24M 161k 152.06
 View chart
Ishares Tr Global Reit Etf (REET) 0.3 $24M +5% 997k 23.97
 View chart
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $24M NEW 383k 61.37
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.3 $22M 67k 322.16
 View chart
Electronic Arts (EA) 0.3 $22M 147k 146.30
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $21M 202k 105.48
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $20M -4% 72k 280.06
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $20M +594% 75k 264.13
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $20M +322% 765k 25.83
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $20M 202k 96.90
 View chart
Target Corporation (TGT) 0.2 $19M -2% 140k 135.18
 View chart
UnitedHealth (UNH) 0.2 $18M 36k 505.87
 View chart
Wal-Mart Stores (WMT) 0.2 $18M +4% 203k 90.35
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.2 $18M +2% 95k 189.30
 View chart
NVIDIA Corporation (NVDA) 0.2 $18M +5% 133k 134.29
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $18M +18% 219k 80.27
 View chart
Dover Corporation (DOV) 0.2 $18M 94k 187.60
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $18M 227k 77.27
 View chart
United Parcel Service CL B (UPS) 0.2 $18M 139k 126.10
 View chart
Oracle Corporation (ORCL) 0.2 $17M 101k 166.64
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $17M +12% 655k 25.37
 View chart
Stryker Corporation (SYK) 0.2 $16M +5% 45k 360.05
 View chart
Lockheed Martin Corporation (LMT) 0.2 $16M -8% 33k 485.94
 View chart
Vanguard World Mega Cap Index (MGC) 0.2 $15M +5628% 71k 212.66
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $15M -2% 79k 190.88
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $15M +81% 27k 538.82
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $14M +14% 199k 71.91
 View chart
Starbucks Corporation (SBUX) 0.2 $14M 149k 91.25
 View chart
Abbvie (ABBV) 0.2 $14M +2% 76k 177.70
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $14M NEW 83k 161.77
 View chart
Unilever Spon Adr New (UL) 0.2 $13M 237k 56.70
 View chart
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $13M 514k 24.86
 View chart
Abbott Laboratories (ABT) 0.2 $13M 111k 113.11
 View chart
Ishares Tr Esg Aware Msci (ESML) 0.2 $13M +3% 297k 42.05
 View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $12M 499k 24.70
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $12M +5% 18.00 680920.00
 View chart
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $12M 161k 76.14
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $12M +25% 412k 29.20
 View chart
Charles Schwab Corporation (SCHW) 0.1 $12M -2% 161k 74.01
 View chart
Walt Disney Company (DIS) 0.1 $12M 106k 111.35
 View chart
Coca-Cola Company (KO) 0.1 $12M 185k 62.26
 View chart
Hubbell (HUBB) 0.1 $12M 28k 418.89
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $11M -2% 122k 89.08
 View chart
Truist Financial Corp equities (TFC) 0.1 $10M -16% 239k 43.38
 View chart
FedEx Corporation (FDX) 0.1 $10M 37k 281.33
 View chart
Colgate-Palmolive Company (CL) 0.1 $10M -7% 112k 90.91
 View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $10M +156% 154k 65.08
 View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $10M +56% 87k 114.48
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $9.9M 25k 402.70
 View chart
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $9.8M NEW 166k 58.79
 View chart
Fortinet (FTNT) 0.1 $9.6M +4% 102k 94.48
 View chart
Intercontinental Exchange (ICE) 0.1 $9.6M 64k 149.01
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $9.4M 21k 444.68
 View chart
Ishares Msci Emerg Mrkt (EEMV) 0.1 $9.3M 160k 57.99
 View chart
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $9.1M +1355% 221k 41.27
 View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $9.1M 212k 42.89
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $9.0M +817% 51k 175.23
 View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $8.9M +86% 102k 87.25
 View chart
Vanguard World Mega Cap Val Etf (MGV) 0.1 $8.9M NEW 71k 124.91
 View chart
Dimensional Etf Trust Global Core Plus (DFGP) 0.1 $8.9M NEW 168k 52.83
 View chart
Anthem (ELV) 0.1 $8.8M 24k 368.90
 View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $8.7M -4% 112k 77.89
 View chart
salesforce (CRM) 0.1 $8.7M +6% 26k 334.33
 View chart
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $8.6M 138k 61.99
 View chart
McDonald's Corporation (MCD) 0.1 $8.3M +9% 29k 289.89
 View chart
Avadel Pharmaceuticals Call (AVDL) 0.1 $8.2M +29% 783k 10.51
 View chart
Exxon Mobil Corporation (XOM) 0.1 $8.0M 74k 107.57
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $7.9M 28k 287.82
 View chart
SYSCO Corporation (SYY) 0.1 $7.9M +4% 103k 76.46
 View chart
Paypal Holdings (PYPL) 0.1 $7.8M 91k 85.35
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $7.8M -3% 61k 128.62
 View chart
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $7.4M +79% 135k 54.69
 View chart
AFLAC Incorporated (AFL) 0.1 $7.3M -3% 71k 103.44
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.1 $7.2M +6% 10k 693.11
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $7.2M 56k 128.82
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $7.1M +12% 145k 49.05
 View chart
Toronto Dominion Bk Ont Com New (TD) 0.1 $7.0M -8% 132k 53.24
 View chart
SEI Investments Company (SEIC) 0.1 $6.9M -2% 83k 82.48
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $6.8M +3% 53k 127.59
 View chart
Comcast Corp Cl A (CMCSA) 0.1 $6.8M 181k 37.53
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $6.8M +7% 13k 511.22
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $6.7M 53k 126.75
 View chart
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $6.6M -2% 129k 50.97
 View chart
Meta Platforms Cl A (META) 0.1 $6.5M +32% 11k 585.50
 View chart
Costco Wholesale Corporation (COST) 0.1 $6.5M +13% 7.1k 916.25
 View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $6.4M +202% 124k 51.14
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $6.4M +49% 49k 129.34
 View chart
Lam Research Corp Com New (LRCX) 0.1 $6.3M NEW 87k 72.23
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.1 $6.3M +9% 23k 269.70
 View chart
Skyworks Solutions (SWKS) 0.1 $6.2M -12% 70k 88.68
 View chart
Raytheon Technologies Corp (RTX) 0.1 $5.9M +5% 51k 115.72
 View chart
Regeneron Pharmaceuticals (REGN) 0.1 $5.9M -2% 8.3k 712.31
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $5.8M +249% 171k 34.13
 View chart
Tesla Motors (TSLA) 0.1 $5.8M +21% 14k 403.84
 View chart
American Express Company (AXP) 0.1 $5.8M 20k 296.79
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $5.8M +3% 65k 88.40
 View chart
Vanguard World Inf Tech Etf (VGT) 0.1 $5.7M 9.2k 621.80
 View chart
Otis Worldwide Corp (OTIS) 0.1 $5.6M +30% 61k 92.61
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $5.5M 11k 526.58
 View chart
Huntington Bancshares Incorporated (HBAN) 0.1 $5.5M 338k 16.27
 View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $5.4M +480% 109k 49.62
 View chart
Jacobs Engineering Group (J) 0.1 $5.4M 40k 133.62
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $5.3M +93% 206k 25.86
 View chart
Global Payments (GPN) 0.1 $5.3M -16% 47k 112.06
 View chart
Merck & Co (MRK) 0.1 $5.2M 53k 99.48
 View chart
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $5.2M +4% 174k 30.03
 View chart
Msci (MSCI) 0.1 $5.2M -27% 8.7k 600.03
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $5.0M +102% 272k 18.50
 View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.1 $5.0M +93% 207k 24.38
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $5.0M -12% 72k 68.94
 View chart
Zoetis Cl A (ZTS) 0.1 $4.8M +12% 30k 162.93
 View chart
Ishares Esg Awr Msci Em (ESGE) 0.1 $4.8M 143k 33.39
 View chart
International Business Machines (IBM) 0.1 $4.7M -5% 21k 219.83
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $4.6M 8.1k 569.58
 View chart
Chevron Corporation (CVX) 0.1 $4.5M 31k 144.84
 View chart
Aon Shs Cl A (AON) 0.1 $4.4M +4% 12k 359.16
 View chart
Booking Holdings (BKNG) 0.1 $4.4M +6% 889.00 4968.98
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $4.4M +16% 18k 242.13
 View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $4.3M +3% 68k 63.15
 View chart
McKesson Corporation (MCK) 0.1 $4.3M +836% 7.5k 569.88
 View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $4.3M +653% 138k 30.99
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.1 $4.2M 40k 106.55
 View chart
Air Products & Chemicals (APD) 0.1 $4.2M -13% 15k 290.04
 View chart
Mondelez Intl Cl A (MDLZ) 0.1 $4.2M 70k 59.73
 View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $4.0M NEW 50k 80.20
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $3.9M -2% 45k 87.90
 View chart
Infosys Sponsored Adr (INFY) 0.0 $3.9M -2% 179k 21.92
 View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.0 $3.9M 78k 50.07
 View chart
Rio Tinto Sponsored Adr (RIO) 0.0 $3.9M -6% 66k 58.81
 View chart
Bank of America Corporation (BAC) 0.0 $3.8M +4% 86k 43.95
 View chart
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $3.8M 30k 124.96
 View chart
Northrop Grumman Corporation (NOC) 0.0 $3.7M 8.0k 469.30
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $3.7M 89k 41.82
 View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.0 $3.7M +2% 77k 47.77
 View chart
Agilent Technologies Inc C ommon (A) 0.0 $3.6M +8% 27k 134.34
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $3.6M +5% 31k 117.48
 View chart
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $3.5M +168% 77k 44.92
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $3.4M -2% 39k 89.04
 View chart
Nutrien (NTR) 0.0 $3.4M 77k 44.75
 View chart
Stmicroelectronics N V Ny Registry (STM) 0.0 $3.3M -20% 131k 24.97
 View chart
Nextera Energy (NEE) 0.0 $3.2M +11% 44k 71.69
 View chart
Align Technology (ALGN) 0.0 $3.1M +2% 15k 208.51
 View chart
Philip Morris International (PM) 0.0 $3.0M -10% 25k 120.35
 View chart
Ishares Gold Tr Ishares New (IAU) 0.0 $3.0M -6% 60k 49.51
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $3.0M +960% 114k 26.07
 View chart
Keurig Dr Pepper (KDP) 0.0 $3.0M +6% 92k 32.12
 View chart
Blackstone Group Inc Com Cl A (BX) 0.0 $2.9M +3% 17k 172.42
 View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $2.8M 35k 81.25
 View chart
Logitech Intl S A SHS (LOGI) 0.0 $2.8M 34k 82.35
 View chart
Union Pacific Corporation (UNP) 0.0 $2.8M +7% 12k 228.04
 View chart
Honeywell International (HON) 0.0 $2.8M +9% 12k 225.89
 View chart
General Dynamics Corporation (GD) 0.0 $2.7M +3% 10k 263.48
 View chart
Deere & Company (DE) 0.0 $2.7M +2% 6.4k 423.72
 View chart
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $2.7M +2% 25k 104.89
 View chart
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $2.6M +155% 28k 95.47
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.0 $2.6M +17% 7.5k 351.80
 View chart
Caterpillar (CAT) 0.0 $2.6M +2% 7.1k 362.75
 View chart
Thermo Fisher Scientific (TMO) 0.0 $2.5M +24% 4.8k 520.21
 View chart
Qualcomm (QCOM) 0.0 $2.4M -9% 16k 153.62
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $2.4M +827% 26k 91.43
 View chart
Jefferies Finl Group (JEF) 0.0 $2.4M 31k 78.40
 View chart
Goldman Sachs (GS) 0.0 $2.4M +5% 4.2k 572.63
 View chart
Duke Energy Corp Com New (DUK) 0.0 $2.3M -2% 22k 107.74
 View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.0 $2.3M 48k 48.15
 View chart
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $2.3M 50k 46.44
 View chart
Genuine Parts Company (GPC) 0.0 $2.3M +12% 19k 116.76
 View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $2.3M +460% 32k 71.43
 View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $2.2M 53k 41.88
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $2.2M -2% 29k 75.69
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $2.2M +201% 96k 22.70
 View chart
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $2.2M 35k 61.18
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $2.1M +40% 26k 81.98
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.0 $2.1M 6.3k 334.27
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $2.1M +18% 43k 48.42
 View chart
CVS Caremark Corporation (CVS) 0.0 $2.0M -15% 46k 44.89
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $2.0M +24% 59k 34.33
 View chart
Dupont De Nemours (DD) 0.0 $2.0M 26k 76.25
 View chart
Norfolk Southern (NSC) 0.0 $2.0M 8.4k 234.70
 View chart
Spdr Ser Tr S&p Biotech (XBI) 0.0 $2.0M -7% 22k 90.06
 View chart

Past Filings by Modera Wealth Management

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

View all past filings