Modera Wealth Management
Latest statistics and disclosures from Modera Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPUS, SPMB, VIG, VTV, EFA, and represent 37.53% of Modera Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPMB (+$139M), EFA (+$22M), VTV (+$18M), IWF (+$16M), VUG (+$16M), VIG (+$5.8M), VSS, MS, SCZ, EMB.
- Started 16 new stock positions in COP, QS, SPMB, RDS.A, HIFS, RJF, CPB, SCHX, VCSH, MS. HYG, SCHE, DIA, PNC, AMT, CCI.
- Reduced shares in these 10 stocks: JPUS (-$5.9M), Eaton Vance (-$5.7M), IJH, MSFT, IVW, , IWB, IVE, VBR, EFV.
- Sold out of its positions in BE, BIF, CME, CLRB, C, DEO, Eaton Vance, F, AJG, GPN.
- Modera Wealth Management was a net buyer of stock by $207M.
- Modera Wealth Management has $1.5B in assets under management (AUM), dropping by 22.03%.
- Central Index Key (CIK): 0001542143
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 csv
Download as Excel
Portfolio Holdings for Modera Wealth Management
Companies in the Modera Wealth Management portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| J P Morgan Exchange-traded F Jpmorgan Diver (JPUS) | 9.2 | $142M | -3% | 1.6M | 91.31 | |
| Spdr Ser Tr Portfli Mortgage (SPMB) | 9.0 | $139M | NEW | 5.4M | 25.93 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 7.6 | $116M | +5% | 790k | 147.08 | |
| Vanguard Index Fds Value Etf (VTV) | 6.8 | $104M | +21% | 791k | 131.46 | |
| Ishares Tr Msci Eafe Etf (EFA) | 4.9 | $76M | +41% | 1.0M | 75.87 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.7 | $72M | +29% | 296k | 243.04 | |
| Ishares Core Msci Emkt (IEMG) | 4.6 | $71M | +3% | 1.1M | 64.36 | |
| Vanguard Index Fds Growth Etf (VUG) | 4.4 | $68M | +29% | 264k | 257.04 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 3.6 | $55M | +6% | 771k | 71.84 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.1 | $48M | -3% | 186k | 260.28 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 3.1 | $48M | +6% | 440k | 108.88 | |
| Ishares Tr Core Msci Eafe (IEFA) | 2.5 | $39M | 534k | 72.05 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.3 | $35M | -2% | 536k | 65.11 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.9 | $29M | +3% | 322k | 88.73 | |
Setup an alertModera Wealth Management will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $28M | 528k | 52.05 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.5 | $23M | -2% | 141k | 165.61 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $20M | 90k | 220.93 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.3 | $20M | 129k | 151.55 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $18M | 68k | 255.47 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 1.1 | $17M | -3% | 121k | 141.24 | |
| Ishares Tr Rus 1000 Etf (IWB) | 1.1 | $17M | -3% | 76k | 223.84 | |
| Apple (AAPL) | 1.1 | $17M | -2% | 138k | 122.15 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $16M | 41k | 397.81 | ||
| Ishares Tr Eafe Value Etf (EFV) | 1.0 | $15M | -3% | 298k | 50.97 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 1.0 | $15M | 312k | 47.22 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.9 | $14M | 88k | 159.47 | ||
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.7 | $11M | 104k | 107.82 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.7 | $10M | +9% | 207k | 49.11 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $10M | 28k | 364.28 | ||
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.6 | $9.9M | +73% | 77k | 128.38 | |
| Microsoft Corporation (MSFT) | 0.6 | $9.9M | -11% | 42k | 235.78 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $9.2M | 92k | 100.74 | ||
| Ishares Tr National Mun Etf (MUB) | 0.5 | $7.5M | +2% | 64k | 116.05 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $7.2M | 131k | 54.64 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $6.6M | 17.00 | 385705.88 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $6.0M | -2% | 13k | 476.08 | |
| Home Depot (HD) | 0.4 | $6.0M | 20k | 305.25 | ||
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.4 | $5.5M | -4% | 66k | 83.35 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $5.1M | -8% | 25k | 206.71 | |
| Bryn Mawr Bank (BMTC) | 0.3 | $4.8M | +79% | 106k | 45.51 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.3 | $4.8M | -3% | 58k | 81.99 | |
| McDonald's Corporation (MCD) | 0.3 | $4.7M | -7% | 21k | 224.12 | |
| PPG Industries (PPG) | 0.3 | $4.6M | -3% | 30k | 150.27 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $4.0M | +4% | 10k | 396.33 | |
| Morgan Stanley Com New (MS) | 0.3 | $3.9M | NEW | 50k | 77.66 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $3.3M | 62k | 53.33 | ||
| Johnson & Johnson (JNJ) | 0.2 | $3.3M | -8% | 20k | 164.38 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $3.2M | 12k | 274.67 | ||
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.2 | $3.1M | 40k | 77.50 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $3.1M | 1.5k | 2062.91 | ||
| Lowe's Companies (LOW) | 0.2 | $2.8M | +7% | 15k | 190.19 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.6M | -10% | 1.3k | 2068.31 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $2.6M | +4% | 26k | 97.28 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.5M | 11k | 221.32 | ||
| Pepsi (PEP) | 0.2 | $2.4M | 17k | 141.45 | ||
| Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.2 | $2.4M | 49k | 49.56 | ||
| Amazon (AMZN) | 0.2 | $2.4M | -12% | 777.00 | 3093.95 | |
| Pfizer (PFE) | 0.2 | $2.3M | -4% | 65k | 36.23 | |
| Merck & Co (MRK) | 0.1 | $2.2M | -3% | 29k | 77.07 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $2.0M | 35k | 55.77 | ||
| American Express Company (AXP) | 0.1 | $1.9M | -2% | 14k | 141.40 | |
| Procter & Gamble Company (PG) | 0.1 | $1.9M | -4% | 14k | 135.47 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.9M | -2% | 21k | 91.88 | |
| Bank of America Corporation (BAC) | 0.1 | $1.8M | -21% | 46k | 38.69 | |
| Walt Disney Company (DIS) | 0.1 | $1.8M | -9% | 9.5k | 184.52 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.7M | -8% | 9.2k | 185.36 | |
| Honeywell International (HON) | 0.1 | $1.7M | -10% | 7.8k | 217.04 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.7M | -7% | 30k | 55.85 | |
| 3M Company (MMM) | 0.1 | $1.7M | -12% | 8.7k | 192.69 | |
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $1.7M | +16% | 17k | 98.22 | |
| Intel Corporation (INTC) | 0.1 | $1.7M | -3% | 26k | 63.99 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.5M | 6.4k | 237.18 | ||
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.5M | 10k | 152.18 | ||
| Essential Utils (WTRG) | 0.1 | $1.5M | -2% | 34k | 44.76 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1.5M | -8% | 19k | 78.79 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $1.5M | -5% | 4.0k | 369.46 | |
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $1.4M | +17% | 33k | 43.34 | |
| International Business Machines (IBM) | 0.1 | $1.4M | -10% | 11k | 133.28 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.3M | 6.0k | 220.39 | ||
| Visa Com Cl A (V) | 0.1 | $1.3M | 6.2k | 211.79 | ||
| Verizon Communications (VZ) | 0.1 | $1.3M | -14% | 22k | 58.12 | |
| Amgen (AMGN) | 0.1 | $1.3M | 5.1k | 248.86 | ||
| Spdr Ser Tr Nuveen Brc Munic (TFI) | 0.1 | $1.2M | 23k | 51.64 | ||
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $1.2M | +7% | 20k | 57.86 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $1.2M | -12% | 9.0k | 128.22 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.2M | +23% | 14k | 84.70 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.1M | -6% | 11k | 108.50 | |
| Annovis Bio (ANVS) | 0.1 | $1.1M | -7% | 41k | 27.90 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.1M | -24% | 21k | 54.13 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | 2.3k | 475.35 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | +15% | 3.4k | 318.92 | |
| AFLAC Incorporated (AFL) | 0.1 | $1.1M | 21k | 51.17 | ||
| Texas Instruments Incorporated (TXN) | 0.1 | $994k | 5.3k | 189.01 | ||
| Mastercard Incorporated Cl A (MA) | 0.1 | $987k | -15% | 2.8k | 356.06 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $976k | 3.5k | 276.10 | ||
| Abbott Laboratories (ABT) | 0.1 | $964k | -8% | 8.0k | 119.90 | |
| Truist Financial Corp equities (TFC) | 0.1 | $947k | -2% | 16k | 58.33 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $944k | +41% | 10k | 91.61 | |
| Wal-Mart Stores (WMT) | 0.1 | $932k | -11% | 6.9k | 135.88 | |
| eHealth (EHTH) | 0.1 | $909k | 13k | 72.72 | ||
| Facebook Cl A (FB) | 0.1 | $906k | -16% | 3.1k | 294.44 | |
| Ishares Gold Tr Ishares (IAU) | 0.1 | $904k | 56k | 16.26 | ||
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.1 | $901k | 30k | 29.93 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $895k | 5.6k | 159.96 | ||
| Boeing Company (BA) | 0.1 | $886k | -13% | 3.5k | 254.67 | |
| Norfolk Southern (NSC) | 0.1 | $855k | -22% | 3.2k | 268.53 | |
| Coca-Cola Company (KO) | 0.1 | $848k | -3% | 16k | 52.75 | |
| Automatic Data Processing (ADP) | 0.1 | $844k | -9% | 4.5k | 188.52 | |
| Ishares Tr Nasdaq Biotech (IBB) | 0.1 | $806k | 5.4k | 150.60 | ||
| Costco Wholesale Corporation (COST) | 0.1 | $789k | -4% | 2.2k | 352.23 | |
| Abbvie (ABBV) | 0.1 | $772k | -5% | 7.1k | 108.20 | |
| Loews Corporation (L) | 0.0 | $769k | 15k | 51.27 | ||
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $761k | -3% | 11k | 68.01 | |
| At&t (T) | 0.0 | $761k | -28% | 25k | 30.25 | |
| CSX Corporation (CSX) | 0.0 | $758k | -25% | 7.9k | 96.44 | |
| Tesla Motors (TSLA) | 0.0 | $739k | 1.1k | 668.17 | ||
| Oracle Corporation (ORCL) | 0.0 | $730k | -19% | 10k | 70.11 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $723k | 9.8k | 73.96 | ||
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $678k | -18% | 6.4k | 105.77 | |
| Altria (MO) | 0.0 | $654k | -16% | 13k | 51.20 | |
| Alarm Com Hldgs (ALRM) | 0.0 | $645k | 7.5k | 86.36 | ||
| Ishares Tr Global Reit Etf (REET) | 0.0 | $637k | +4% | 25k | 25.49 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $633k | -13% | 6.3k | 101.04 | |
| Eli Lilly & Co. (LLY) | 0.0 | $631k | 3.4k | 186.85 | ||
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $625k | 4.3k | 147.02 | ||
| Mondelez Intl Cl A (MDLZ) | 0.0 | $614k | -3% | 11k | 58.50 | |
| Chevron Corporation (CVX) | 0.0 | $606k | -16% | 5.8k | 104.84 | |
| Deere & Company (DE) | 0.0 | $587k | 1.6k | 373.89 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $585k | -23% | 9.3k | 63.12 | |
| Hershey Company (HSY) | 0.0 | $577k | 3.7k | 158.08 | ||
| General Electric Company (GE) | 0.0 | $576k | -4% | 44k | 13.15 | |
| Cisco Systems (CSCO) | 0.0 | $572k | -9% | 11k | 51.72 | |
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $572k | +4% | 7.9k | 72.30 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $562k | +2% | 2.6k | 214.26 | |
| WSFS Financial Corporation (WSFS) | 0.0 | $557k | 11k | 49.81 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $551k | +80% | 4.8k | 113.77 | |
| UnitedHealth (UNH) | 0.0 | $528k | +2% | 1.4k | 371.83 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $523k | 10k | 51.52 | ||
| Kansas City Southern Com New (KSU) | 0.0 | $497k | +5% | 1.9k | 264.36 | |
| Nike CL B (NKE) | 0.0 | $484k | -18% | 3.6k | 133.00 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $457k | +14% | 3.2k | 141.57 | |
| Teleflex Incorporated (TFX) | 0.0 | $454k | 1.1k | 414.99 | ||
| Illinois Tool Works (ITW) | 0.0 | $451k | 2.0k | 221.51 | ||
| Intuit (INTU) | 0.0 | $449k | -14% | 1.2k | 383.11 | |
| Philip Morris International (PM) | 0.0 | $439k | -4% | 4.9k | 88.87 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $433k | 1.3k | 323.38 | ||
| Kimberly-Clark Corporation (KMB) | 0.0 | $424k | -15% | 3.1k | 138.88 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $418k | 566.00 | 738.52 | ||
| Quantumscape Corp Com Cl A (QS) | 0.0 | $417k | NEW | 9.3k | 44.76 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $417k | +84% | 3.8k | 109.25 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $416k | -2% | 3.3k | 125.57 | |
| BlackRock (BLK) | 0.0 | $414k | 548.00 | 755.47 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $410k | -9% | 3.1k | 132.94 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $403k | -4% | 3.4k | 117.97 | |
| Ishares U S Etf Tr Blackrock Short (MEAR) | 0.0 | $402k | 8.0k | 50.28 | ||
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $396k | +22% | 6.9k | 57.08 | |
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $388k | -2% | 11k | 34.44 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $388k | 5.0k | 77.31 | ||
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $385k | +39% | 1.5k | 252.29 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $378k | +7% | 2.8k | 135.58 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $368k | 5.3k | 68.97 | ||
| Thermo Fisher Scientific (TMO) | 0.0 | $365k | -19% | 801.00 | 455.68 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $363k | 1.2k | 301.00 | ||
| TJX Companies (TJX) | 0.0 | $359k | 5.4k | 66.10 | ||
| Nextera Energy (NEE) | 0.0 | $359k | +48% | 4.8k | 75.58 | |
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.0 | $358k | +17% | 6.8k | 52.55 | |
| Celanese Corporation (CE) | 0.0 | $352k | -23% | 2.4k | 149.79 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $350k | +39% | 977.00 | 358.24 | |
| Ametek (AME) | 0.0 | $348k | 2.7k | 127.47 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $338k | 2.6k | 129.75 | ||
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $335k | +3% | 3.8k | 87.86 | |
| AGCO Corporation (AGCO) | 0.0 | $332k | -57% | 2.3k | 143.85 | |
| Public Service Enterprise (PEG) | 0.0 | $324k | 5.4k | 60.21 | ||
| Verisign (VRSN) | 0.0 | $323k | 1.6k | 199.01 | ||
| Fortune Brands (FBHS) | 0.0 | $321k | 3.4k | 95.76 | ||
| Becton, Dickinson and (BDX) | 0.0 | $303k | +2% | 1.2k | 243.57 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $292k | 6.2k | 47.26 | ||
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $291k | -6% | 3.3k | 89.21 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $286k | -10% | 1.7k | 168.24 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $282k | -3% | 3.0k | 92.85 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $278k | -6% | 3.4k | 81.79 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $278k | 3.5k | 78.35 | ||
| Sterling Bancorp (STL) | 0.0 | $277k | 12k | 23.04 | ||
| Travelers Companies (TRV) | 0.0 | $277k | -27% | 1.8k | 150.30 | |
| Air Products & Chemicals (APD) | 0.0 | $265k | -5% | 943.00 | 281.02 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $265k | 1.7k | 151.60 | ||
| Hingham Institution for Savings (HIFS) | 0.0 | $262k | NEW | 923.00 | 283.86 | |
| Netflix (NFLX) | 0.0 | $262k | -5% | 501.00 | 522.95 | |
| Caterpillar (CAT) | 0.0 | $262k | -25% | 1.1k | 232.27 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $260k | +33% | 3.0k | 85.55 | |
| Booking Holdings (BKNG) | 0.0 | $259k | -25% | 111.00 | 2333.33 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $259k | 1.1k | 240.26 | ||
| Baxter International (BAX) | 0.0 | $253k | -25% | 3.0k | 84.36 | |
| Campbell Soup Company (CPB) | 0.0 | $252k | NEW | 5.0k | 50.37 | |
| iRobot Corporation (IRBT) | 0.0 | $250k | -31% | 2.1k | 121.95 | |
| Qualcomm (QCOM) | 0.0 | $249k | 1.9k | 132.66 | ||
| Dominion Resources (D) | 0.0 | $247k | -3% | 3.3k | 75.93 | |
| Target Corporation (TGT) | 0.0 | $246k | -6% | 1.2k | 197.91 | |
| Intercontinental Exchange (ICE) | 0.0 | $243k | 2.2k | 111.83 | ||
| Medtronic SHS (MDT) | 0.0 | $238k | -34% | 2.0k | 118.35 | |
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $238k | +14% | 5.9k | 40.68 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $231k | NEW | 2.8k | 82.62 | |
| ConocoPhillips (COP) | 0.0 | $230k | NEW | 4.3k | 52.96 | |
| Southern Company (SO) | 0.0 | $226k | 3.7k | 61.92 | ||
| MiMedx (MDXG) | 0.0 | $224k | 22k | 10.32 | ||
| Starbucks Corporation (SBUX) | 0.0 | $222k | -38% | 2.0k | 109.14 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $221k | 2.5k | 87.39 | ||
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $220k | 3.3k | 67.09 | ||
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $218k | +4% | 8.3k | 26.15 | |
| Raymond James Financial (RJF) | 0.0 | $218k | NEW | 1.8k | 122.61 | |
| Empire St Rlty Tr Cl A (ESRT) | 0.0 | $216k | +2% | 19k | 11.16 | |
| PNC Financial Services (PNC) | 0.0 | $215k | NEW | 1.2k | 175.08 | |
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $214k | -15% | 1.3k | 160.90 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $213k | NEW | 2.5k | 86.90 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $213k | -34% | 3.1k | 68.80 | |
| Royal Dutch Shell Spons Adr A (RDS.A) | 0.0 | $212k | NEW | 5.4k | 39.19 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $211k | 965.00 | 218.65 | ||
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $209k | 2.2k | 95.00 | ||
| Crown Castle Intl (CCI) | 0.0 | $209k | NEW | 1.2k | 172.44 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $208k | NEW | 2.2k | 96.21 | |
| American Tower Reit (AMT) | 0.0 | $206k | NEW | 862.00 | 238.98 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $203k | NEW | 614.00 | 330.62 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $202k | NEW | 6.3k | 31.84 | |
| Columbia Finl (CLBK) | 0.0 | $175k | 10k | 17.50 | ||
| Accelr8 Technology (AXDX) | 0.0 | $111k | 13k | 8.31 | ||
| Pitney Bowes (PBI) | 0.0 | $104k | 13k | 8.22 | ||
| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.0 | $35k | 10k | 3.45 | ||
Past Filings by Modera Wealth Management
SEC 13F filings are viewable for Modera Wealth Management going back to 2011
- 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
- Modera Wealth Management 2020 Q2 filed Aug. 12, 2020
- Modera Wealth Management 2020 Q1 filed May 12, 2020
- Modera Wealth Management 2019 Q4 filed Feb. 5, 2020
- Modera Wealth Management 2019 Q3 filed Nov. 12, 2019
- Modera Wealth Management 2019 Q2 filed Aug. 7, 2019
- Modera Wealth Management 2019 Q1 filed May 13, 2019
- Modera Wealth Management 2018 Q4 filed Feb. 14, 2019
- Modera Wealth Management 2018 Q3 filed Nov. 13, 2018
- Modera Wealth Management 2018 Q2 filed Aug. 10, 2018
- Modera Wealth Management 2018 Q1 filed May 10, 2018
- Modera Wealth Management 2017 Q4 filed Feb. 5, 2018
- Modera Wealth Management 2017 Q3 filed Nov. 14, 2017
- Modera Wealth Management 2017 Q2 filed Aug. 10, 2017