Modera Wealth Management
Latest statistics and disclosures from Modera Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, VIG, VUG, IWF, JPUS, and represent 28.72% of Modera Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$40M), IEFA (+$28M), IWM (+$24M), IUSG (+$21M), EFV (+$18M), IVW (+$13M), VSS (+$10M), VWO (+$9.2M), EMB (+$8.2M), VIG (+$7.9M).
- Started 22 new stock positions in SAR, GDOT, VHT, HYMB, NUSC, ESRT, VXUS, NVS, SHY, QUAL. EZU, VKQ, DGRO, AVGO, DNB, QQQM, WBS, ESGV, EWU, VMO, BP, SHEL.
- Reduced shares in these 10 stocks: SPMB (-$153M), JPUS (-$78M), EFA (-$28M), IWF (-$15M), MSFT (-$12M), IJH (-$10M), AAPL (-$10M), AMZN (-$9.5M), Bryn Mawr Bank, FB.
- Sold out of its positions in ARKK, ATVI, AMD, AKAM, ALL, ALLY, AAL, AFG, AIG, AWK.
- Modera Wealth Management was a net seller of stock by $-236M.
- Modera Wealth Management has $2.3B in assets under management (AUM), dropping by -13.75%.
- Central Index Key (CIK): 0001542143
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Portfolio Holdings for Modera Wealth Management
Companies in the Modera Wealth Management portfolio as of the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 7.6 | $171M | +3% | 1.2M | 147.78 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 6.8 | $153M | +5% | 944k | 162.16 | |
| Vanguard Index Fds Growth Etf (VUG) | 6.6 | $148M | +36% | 516k | 287.60 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.9 | $89M | -14% | 321k | 277.63 | |
| J P Morgan Exchange-traded F Jpmorgan Diver (JPUS) | 3.9 | $87M | -47% | 835k | 104.47 | |
| Ishares Core Msci Emkt (IEMG) | 3.3 | $75M | 1.3M | 55.55 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 3.0 | $68M | +70% | 972k | 69.51 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 2.9 | $65M | +10% | 1.9M | 33.48 | |
| Ishares Tr Msci Eafe Etf (EFA) | 2.9 | $65M | -29% | 880k | 73.60 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 2.8 | $62M | +3% | 938k | 66.34 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 2.6 | $59M | +16% | 605k | 97.76 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 2.6 | $58M | 1.2M | 49.02 | ||
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.4 | $55M | 1.2M | 46.58 | ||
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.0 | $46M | 1.7M | 27.58 | ||
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| Ishares Tr Russell 2000 Etf (IWM) | 2.0 | $45M | +109% | 219k | 205.27 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $44M | +26% | 945k | 46.13 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $38M | -21% | 141k | 268.34 | |
| Ishares Tr Eafe Value Etf (EFV) | 1.6 | $37M | +99% | 730k | 50.26 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.5 | $34M | +59% | 446k | 76.38 | |
| Apple (AAPL) | 1.5 | $33M | -23% | 189k | 174.61 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.4 | $32M | 390k | 81.90 | ||
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.3 | $31M | -2% | 543k | 56.06 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.3 | $30M | 170k | 175.94 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.2 | $27M | +29% | 570k | 48.03 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $27M | +2% | 75k | 352.92 | |
| Microsoft Corporation (MSFT) | 1.1 | $25M | -32% | 82k | 308.32 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 1.0 | $23M | +1756% | 213k | 105.66 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.9 | $21M | -5% | 126k | 165.98 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.9 | $21M | -7% | 263k | 77.90 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $19M | +9% | 43k | 453.70 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.9 | $19M | +42% | 120k | 161.40 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $17M | -3% | 68k | 250.07 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.7 | $16M | -2% | 304k | 54.01 | |
| Spdr Ser Tr Portfli Mortgage (SPMB) | 0.7 | $16M | -90% | 677k | 23.96 | |
| Amazon (AMZN) | 0.7 | $16M | -37% | 4.8k | 3260.05 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.7 | $15M | +218% | 121k | 123.89 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $12M | +2% | 109k | 108.37 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $12M | +2% | 112k | 104.60 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $11M | +14% | 68k | 155.72 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.5 | $10M | 412k | 24.95 | ||
| Ishares Tr National Mun Etf (MUB) | 0.5 | $10M | +16% | 93k | 109.63 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $9.7M | 95k | 102.39 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $9.0M | 17.00 | 528941.18 | ||
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.4 | $8.8M | +841% | 114k | 77.10 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $8.8M | +27% | 39k | 227.67 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $8.7M | +2% | 70k | 124.57 | |
| Home Depot (HD) | 0.4 | $8.6M | -5% | 29k | 299.32 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $8.3M | +3% | 162k | 51.55 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $7.7M | -25% | 2.8k | 2792.90 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $7.2M | -4% | 137k | 52.44 | |
| Johnson & Johnson (JNJ) | 0.3 | $6.3M | +19% | 36k | 177.22 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $6.1M | +50% | 57k | 107.10 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $6.1M | 24k | 255.73 | ||
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.3 | $6.0M | +190% | 128k | 47.33 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $5.9M | 12k | 490.42 | ||
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.3 | $5.9M | +97% | 84k | 69.87 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $5.6M | +2% | 12k | 451.66 | |
| Pepsi (PEP) | 0.2 | $5.4M | -22% | 32k | 167.37 | |
| WSFS Financial Corporation (WSFS) | 0.2 | $5.4M | +826% | 115k | 46.62 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $5.3M | +4% | 21k | 248.14 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $5.3M | 25k | 208.48 | ||
| Procter & Gamble Company (PG) | 0.2 | $4.8M | +4% | 31k | 152.80 | |
| Spdr Ser Tr Bloomberg Conv (CWB) | 0.2 | $4.7M | -13% | 61k | 76.95 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $4.7M | 57k | 83.32 | ||
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.2 | $4.5M | +783% | 113k | 40.05 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $4.3M | -11% | 55k | 79.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $4.3M | -40% | 1.6k | 2781.63 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $4.1M | +2% | 93k | 44.42 | |
| PPG Industries (PPG) | 0.2 | $4.1M | -10% | 31k | 131.06 | |
| Pfizer (PFE) | 0.2 | $3.8M | +4% | 74k | 51.77 | |
| Visa Com Cl A (V) | 0.2 | $3.7M | -35% | 17k | 221.74 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $3.6M | +13% | 8.8k | 415.21 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $3.5M | 15k | 237.82 | ||
| Lockheed Martin Corporation (LMT) | 0.1 | $3.3M | 7.4k | 441.48 | ||
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $3.2M | 64k | 49.62 | ||
| McDonald's Corporation (MCD) | 0.1 | $3.1M | -7% | 13k | 247.31 | |
| American Express Company (AXP) | 0.1 | $3.1M | -25% | 17k | 186.99 | |
| Lowe's Companies (LOW) | 0.1 | $3.1M | -7% | 15k | 202.16 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $3.0M | +7% | 29k | 101.31 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $3.0M | 6.7k | 447.23 | ||
| Merck & Co (MRK) | 0.1 | $2.9M | 35k | 82.05 | ||
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.9M | 26k | 109.63 | ||
| UnitedHealth (UNH) | 0.1 | $2.7M | 5.4k | 510.04 | ||
| JPMorgan Chase & Co. (JPM) | 0.1 | $2.7M | -49% | 20k | 136.33 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $2.7M | -4% | 33k | 82.60 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.7M | 59k | 45.16 | ||
| Vanguard World Fds Materials Etf (VAW) | 0.1 | $2.6M | 13k | 194.06 | ||
| Avantor (AVTR) | 0.1 | $2.5M | -11% | 75k | 33.82 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $2.5M | +13% | 49k | 51.95 | |
| Honeywell International (HON) | 0.1 | $2.4M | +2% | 13k | 194.55 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.4M | -5% | 21k | 112.23 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $2.3M | 23k | 100.50 | ||
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $2.3M | -7% | 49k | 47.17 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.3M | +19% | 8.6k | 262.38 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $2.2M | -3% | 13k | 170.89 | |
| Norfolk Southern (NSC) | 0.1 | $2.1M | +6% | 7.3k | 285.18 | |
| Intel Corporation (INTC) | 0.1 | $2.0M | -46% | 41k | 49.56 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.0M | NEW | 24k | 83.35 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $2.0M | +11% | 20k | 99.06 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.0M | -41% | 7.2k | 273.23 | |
| Bank of America Corporation (BAC) | 0.1 | $1.9M | -42% | 47k | 41.22 | |
| Essential Utils (WTRG) | 0.1 | $1.9M | -6% | 37k | 51.13 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $1.9M | -2% | 45k | 41.75 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.9M | +3% | 5.1k | 362.50 | |
| Dupont De Nemours (DD) | 0.1 | $1.8M | -14% | 24k | 73.57 | |
| Abbvie (ABBV) | 0.1 | $1.8M | +21% | 11k | 162.11 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.7M | -54% | 4.9k | 357.33 | |
| Automatic Data Processing (ADP) | 0.1 | $1.7M | -29% | 7.4k | 227.57 | |
| Morgan Stanley Com New (MS) | 0.1 | $1.7M | -43% | 19k | 87.38 | |
| Costco Wholesale Corporation (COST) | 0.1 | $1.7M | -48% | 2.9k | 575.72 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $1.7M | -8% | 26k | 66.22 | |
| 3M Company (MMM) | 0.1 | $1.7M | -34% | 11k | 148.87 | |
| Empire St Rlty Tr Cl A (ESRT) | 0.1 | $1.7M | NEW | 170k | 9.82 | |
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $1.6M | -14% | 15k | 110.99 | |
| Walt Disney Company (DIS) | 0.1 | $1.6M | -29% | 12k | 137.14 | |
| Dow (DOW) | 0.1 | $1.6M | -32% | 25k | 63.71 | |
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $1.6M | 33k | 48.37 | ||
| L3harris Technologies (LHX) | 0.1 | $1.6M | +5% | 6.3k | 248.49 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1.5M | -18% | 20k | 75.81 | |
| General Dynamics Corporation (GD) | 0.1 | $1.5M | 6.4k | 241.19 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.5M | -50% | 4.5k | 337.31 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.5M | +3% | 30k | 51.21 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.5M | +28% | 14k | 107.88 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.5M | 15k | 100.91 | ||
| Chevron Corporation (CVX) | 0.1 | $1.5M | +10% | 9.0k | 162.80 | |
| International Business Machines (IBM) | 0.1 | $1.4M | -43% | 11k | 129.97 | |
| Corteva (CTVA) | 0.1 | $1.4M | -26% | 25k | 57.48 | |
| Abbott Laboratories (ABT) | 0.1 | $1.4M | +31% | 12k | 118.35 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $1.4M | -3% | 20k | 71.00 | |
| AFLAC Incorporated (AFL) | 0.1 | $1.4M | -25% | 22k | 64.39 | |
| CSX Corporation (CSX) | 0.1 | $1.4M | -26% | 37k | 37.45 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $1.4M | +27% | 11k | 125.07 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.3M | -57% | 28k | 46.81 | |
| Amgen (AMGN) | 0.1 | $1.3M | +2% | 5.4k | 241.91 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $1.3M | -3% | 31k | 42.08 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.3M | -46% | 2.8k | 455.67 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.3M | +21% | 35k | 36.83 | |
| Verizon Communications (VZ) | 0.1 | $1.3M | -60% | 25k | 50.94 | |
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.1 | $1.3M | +3% | 12k | 104.11 | |
| Ishares Tr Global Reit Etf (REET) | 0.1 | $1.2M | +55% | 43k | 29.22 | |
| Vanguard World Fds Energy Etf (VDE) | 0.1 | $1.2M | -6% | 12k | 107.03 | |
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.1 | $1.2M | +3% | 26k | 47.86 | |
| Coca-Cola Company (KO) | 0.1 | $1.2M | -59% | 19k | 61.99 | |
| Meta Platforms Cl A (FB) | 0.1 | $1.2M | -76% | 5.2k | 222.29 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | -52% | 6.3k | 183.44 | |
| Cisco Systems (CSCO) | 0.0 | $1.1M | -61% | 20k | 55.75 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.1M | +7% | 6.8k | 157.65 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $1.1M | -2% | 31k | 34.28 | |
| Wal-Mart Stores (WMT) | 0.0 | $1.1M | -62% | 7.1k | 148.90 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $1.0M | 2.5k | 416.37 | ||
| Oracle Corporation (ORCL) | 0.0 | $1.0M | +3% | 12k | 82.76 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.0M | -2% | 5.6k | 180.59 | |
| Eli Lilly & Co. (LLY) | 0.0 | $1.0M | 3.5k | 286.32 | ||
| Tesla Motors (TSLA) | 0.0 | $1.0M | -46% | 935.00 | 1078.07 | |
| Loews Corporation (L) | 0.0 | $990k | -12% | 15k | 64.83 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $990k | +23% | 13k | 78.11 | |
| Truist Financial Corp equities (TFC) | 0.0 | $980k | -25% | 17k | 56.68 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $978k | -8% | 4.6k | 212.52 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $970k | 19k | 50.50 | ||
| Thermo Fisher Scientific (TMO) | 0.0 | $926k | +15% | 1.6k | 590.56 | |
| Hershey Company (HSY) | 0.0 | $919k | +14% | 4.2k | 216.75 | |
| Illinois Tool Works (ITW) | 0.0 | $909k | -27% | 4.3k | 209.30 | |
| Stryker Corporation (SYK) | 0.0 | $849k | -20% | 3.2k | 267.23 | |
| Humana (HUM) | 0.0 | $843k | -41% | 1.9k | 435.21 | |
| At&t (T) | 0.0 | $829k | -62% | 35k | 23.64 | |
| Motorola Solutions Com New (MSI) | 0.0 | $828k | 3.4k | 242.25 | ||
| SVB Financial (SIVB) | 0.0 | $820k | -32% | 1.5k | 559.73 | |
| Nextera Energy (NEE) | 0.0 | $814k | +86% | 9.6k | 84.75 | |
| Altria (MO) | 0.0 | $806k | 15k | 52.23 | ||
| Caterpillar (CAT) | 0.0 | $803k | -47% | 3.6k | 222.81 | |
| Dun & Bradstreet Hldgs (DNB) | 0.0 | $780k | NEW | 45k | 17.53 | |
| Bristol Myers Squibb (BMY) | 0.0 | $777k | +10% | 11k | 72.99 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $750k | -8% | 27k | 28.16 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.0 | $717k | 6.7k | 107.54 | ||
| Teledyne Technologies Incorporated (TDY) | 0.0 | $711k | -21% | 1.5k | 472.74 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $710k | 9.1k | 78.00 | ||
| ConocoPhillips (COP) | 0.0 | $695k | +55% | 7.0k | 99.94 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $683k | -22% | 6.5k | 104.96 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $674k | +3% | 5.2k | 130.22 | |
| Teleflex Incorporated (TFX) | 0.0 | $659k | +23% | 1.9k | 355.06 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $651k | +77% | 5.4k | 121.00 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $641k | -3% | 10k | 62.81 | |
| Myers Industries (MYE) | 0.0 | $639k | 30k | 21.60 | ||
| Intuit (INTU) | 0.0 | $630k | -20% | 1.3k | 480.92 | |
| Boeing Company (BA) | 0.0 | $623k | +8% | 3.3k | 191.63 | |
| Danaher Corporation (DHR) | 0.0 | $616k | +43% | 2.1k | 293.19 | |
| Ishares Tr Conser Alloc Etf (AOK) | 0.0 | $609k | 16k | 37.68 | ||
| General Electric Com New (GE) | 0.0 | $605k | 6.6k | 91.54 | ||
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $603k | -9% | 19k | 31.51 | |
| Philip Morris International (PM) | 0.0 | $585k | -9% | 6.2k | 93.99 | |
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $581k | -3% | 19k | 30.50 | |
| Starbucks Corporation (SBUX) | 0.0 | $575k | -26% | 6.3k | 91.04 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $569k | 3.6k | 158.85 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $556k | +14% | 1.6k | 346.63 | |
| Becton, Dickinson and (BDX) | 0.0 | $555k | 2.1k | 266.19 | ||
| NVIDIA Corporation (NVDA) | 0.0 | $551k | -63% | 2.0k | 272.64 | |
| Yum! Brands (YUM) | 0.0 | $549k | -10% | 4.6k | 118.63 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $549k | 4.3k | 128.84 | ||
| Wells Fargo & Company (WFC) | 0.0 | $541k | -59% | 11k | 48.50 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $539k | +100% | 7.2k | 74.83 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $537k | -7% | 14k | 38.65 | |
| CVS Caremark Corporation (CVS) | 0.0 | $536k | 5.3k | 101.28 | ||
| Dollar Tree (DLTR) | 0.0 | $531k | -34% | 3.3k | 160.18 | |
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $530k | -3% | 7.7k | 68.64 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $524k | +46% | 36k | 14.63 | |
| Southwest Airlines (LUV) | 0.0 | $519k | 11k | 45.84 | ||
| Intuitive Surgical Com New (ISRG) | 0.0 | $513k | -37% | 1.7k | 301.59 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $510k | +33% | 3.4k | 149.52 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $504k | 10k | 48.48 | ||
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $499k | +6% | 6.6k | 75.94 | |
| Green Dot Corp Cl A (GDOT) | 0.0 | $492k | NEW | 18k | 27.49 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $481k | NEW | 8.0k | 59.76 | |
| Vanguard World Fds Utilities Etf (VPU) | 0.0 | $479k | +126% | 3.0k | 161.77 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $478k | +61% | 5.6k | 86.02 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $472k | +13% | 7.8k | 60.40 | |
| Alarm Com Hldgs (ALRM) | 0.0 | $465k | -10% | 7.0k | 66.40 | |
| Canadian Pacific Railway (CP) | 0.0 | $462k | +8% | 5.6k | 82.62 | |
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $457k | NEW | 12k | 39.87 | |
| Deere & Company (DE) | 0.0 | $457k | -70% | 1.1k | 415.83 | |
| Republic First Ban (FRBK) | 0.0 | $456k | +232% | 88k | 5.16 | |
| BlackRock (BLK) | 0.0 | $455k | -52% | 595.00 | 764.71 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $440k | +2% | 3.4k | 128.06 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $434k | 6.5k | 67.16 | ||
| Goldman Sachs (GS) | 0.0 | $433k | -65% | 1.3k | 330.53 | |
| Eversource Energy (ES) | 0.0 | $431k | -22% | 4.9k | 88.16 | |
| Nike CL B (NKE) | 0.0 | $428k | -77% | 3.2k | 134.42 | |
| Public Service Enterprise (PEG) | 0.0 | $428k | 6.1k | 69.97 | ||
| Travelers Companies (TRV) | 0.0 | $427k | -63% | 2.3k | 182.87 | |
| Annovis Bio (ANVS) | 0.0 | $418k | -3% | 31k | 13.35 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $415k | 7.2k | 57.61 | ||
| Qualcomm (QCOM) | 0.0 | $415k | -68% | 2.7k | 152.91 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $412k | +49% | 3.0k | 137.06 | |
| American Tower Reit (AMT) | 0.0 | $410k | +13% | 1.6k | 251.07 | |
| Broadcom (AVGO) | 0.0 | $407k | NEW | 646.00 | 630.03 | |
| Dominion Resources (D) | 0.0 | $405k | +40% | 4.8k | 84.98 | |
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.0 | $404k | 7.7k | 52.77 | ||
| Interpublic Group of Companies (IPG) | 0.0 | $398k | -45% | 11k | 35.48 | |
| Ishares U S Etf Tr Blackrock Short (MEAR) | 0.0 | $398k | 8.0k | 49.78 | ||
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $397k | 3.7k | 106.89 | ||
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $389k | +13% | 6.2k | 62.25 | |
| Ecolab (ECL) | 0.0 | $389k | -34% | 2.2k | 176.42 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $382k | -44% | 3.1k | 123.07 | |
| salesforce (CRM) | 0.0 | $381k | -62% | 1.8k | 212.26 | |
| Intercontinental Exchange (ICE) | 0.0 | $381k | -51% | 2.9k | 132.06 | |
| Ares Capital Corporation (ARCC) | 0.0 | $380k | 18k | 20.94 | ||
| Novartis Sponsored Adr (NVS) | 0.0 | $373k | NEW | 4.3k | 87.76 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $371k | 3.8k | 96.97 | ||
| Target Corporation (TGT) | 0.0 | $370k | -70% | 1.7k | 212.40 | |
| International Flavors & Fragrances (IFF) | 0.0 | $368k | -43% | 2.8k | 131.29 | |
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $366k | NEW | 8.5k | 43.29 | |
| Ametek (AME) | 0.0 | $366k | -36% | 2.8k | 133.09 | |
| Verisign (VRSN) | 0.0 | $363k | -26% | 1.6k | 222.70 | |
| Diageo Spon Adr New (DEO) | 0.0 | $357k | +34% | 1.8k | 203.07 | |
| Southern Company (SO) | 0.0 | $356k | +19% | 4.9k | 72.53 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $351k | -6% | 1.9k | 185.13 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $348k | +62% | 9.5k | 36.74 | |
| Cme (CME) | 0.0 | $347k | -41% | 1.5k | 238.16 | |
| Ford Motor Company (F) | 0.0 | $346k | -47% | 21k | 16.91 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $343k | +4% | 4.5k | 76.51 | |
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $343k | +8% | 4.1k | 83.23 | |
| Webster Financial Corporation (WBS) | 0.0 | $341k | NEW | 6.1k | 56.16 | |
| Celanese Corporation (CE) | 0.0 | $337k | -50% | 2.4k | 142.98 | |
| Chemours (CC) | 0.0 | $333k | 11k | 31.51 | ||
| Fiserv (FISV) | 0.0 | $333k | -34% | 3.3k | 101.49 | |
| Prudential Financial (PRU) | 0.0 | $329k | -54% | 2.8k | 118.22 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $328k | NEW | 1.3k | 254.26 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $325k | -63% | 1.1k | 298.44 | |
| Chubb (CB) | 0.0 | $324k | -62% | 1.5k | 213.58 | |
| Cigna Corp (CI) | 0.0 | $322k | -62% | 1.3k | 239.41 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $320k | -2% | 8.4k | 38.05 | |
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $319k | NEW | 5.8k | 55.13 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $319k | 2.9k | 110.96 | ||
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $318k | 1.1k | 289.09 | ||
| Hingham Institution for Savings (HIFS) | 0.0 | $317k | 923.00 | 343.45 | ||
| Global Payments (GPN) | 0.0 | $317k | -37% | 2.3k | 136.87 | |
| Tivity Health (TVTY) | 0.0 | $316k | 9.8k | 32.14 | ||
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $314k | 3.9k | 79.74 | ||
| AGCO Corporation (AGCO) | 0.0 | $311k | -42% | 2.1k | 145.94 | |
| Rockwell Automation (ROK) | 0.0 | $311k | -47% | 1.1k | 279.93 | |
| Baxter International (BAX) | 0.0 | $310k | -53% | 4.0k | 77.60 | |
| Te Connectivity SHS (TEL) | 0.0 | $303k | -44% | 2.3k | 131.11 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $301k | -22% | 3.7k | 82.31 | |
| Booking Holdings (BKNG) | 0.0 | $298k | -13% | 127.00 | 2346.46 | |
| Waste Management (WM) | 0.0 | $297k | -64% | 1.9k | 158.74 | |
| Hubbell (HUBB) | 0.0 | $296k | -23% | 1.6k | 183.74 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $294k | 5.9k | 50.10 | ||
| State Street Corporation (STT) | 0.0 | $293k | -48% | 3.4k | 87.15 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $290k | 3.9k | 73.98 | ||
| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $288k | +39% | 5.3k | 54.00 | |
| Citigroup Com New (C) | 0.0 | $283k | -69% | 5.3k | 53.41 | |
| Franklin Covey (FC) | 0.0 | $282k | 6.2k | 45.20 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $280k | +3% | 1.3k | 223.11 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $279k | 11k | 24.66 | ||
| Air Products & Chemicals (APD) | 0.0 | $278k | -9% | 1.1k | 249.78 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $277k | +6% | 2.7k | 103.01 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $276k | -46% | 2.8k | 99.93 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $276k | NEW | 2.1k | 134.57 | |
| Linde SHS (LIN) | 0.0 | $273k | -77% | 855.00 | 319.30 | |
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $273k | -19% | 8.0k | 34.16 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $270k | -4% | 3.5k | 77.30 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $265k | NEW | 5.0k | 53.50 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $264k | +17% | 2.2k | 119.67 | |
| TJX Companies (TJX) | 0.0 | $263k | -70% | 4.3k | 60.60 | |
| Eaton Corp SHS (ETN) | 0.0 | $263k | -2% | 1.7k | 152.02 | |
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $263k | -8% | 10k | 26.26 | |
| American States Water Company (AWR) | 0.0 | $262k | -17% | 2.9k | 89.06 | |
| Medtronic SHS (MDT) | 0.0 | $261k | -65% | 2.4k | 110.92 | |
| Phillips 66 (PSX) | 0.0 | $259k | -52% | 3.0k | 86.25 | |
| Netflix (NFLX) | 0.0 | $259k | -64% | 692.00 | 374.28 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $257k | +25% | 2.7k | 94.94 | |
| Blackrock Innovation And Grw Shs Ben Int (BIGZ) | 0.0 | $256k | +12% | 23k | 11.38 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $252k | 2.8k | 89.97 | ||
| Shell Spon Ads (SHEL) | 0.0 | $252k | NEW | 4.6k | 54.97 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $251k | +25% | 3.2k | 78.78 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $249k | -41% | 5.0k | 49.66 | |
| United Parcel Service CL B (UPS) | 0.0 | $247k | -83% | 1.2k | 214.78 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $244k | -4% | 2.4k | 103.00 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $242k | -51% | 1.9k | 126.83 | |
| Simon Property (SPG) | 0.0 | $240k | 1.8k | 131.72 | ||
| Marriott Intl Cl A (MAR) | 0.0 | $238k | -64% | 1.4k | 175.91 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $238k | NEW | 1.6k | 148.75 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $237k | 7.9k | 30.10 | ||
| SYSCO Corporation (SYY) | 0.0 | $232k | -65% | 2.8k | 81.49 | |
| PNC Financial Services (PNC) | 0.0 | $230k | -68% | 1.2k | 184.59 | |
| Mettler-Toledo International (MTD) | 0.0 | $227k | -41% | 165.00 | 1375.76 | |
| Gilead Sciences (GILD) | 0.0 | $225k | -14% | 3.8k | 59.43 | |
| Crown Castle Intl (CCI) | 0.0 | $224k | 1.2k | 184.21 | ||
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $220k | 2.2k | 100.00 | ||
| Cohen & Steers Tax Advan P (PTA) | 0.0 | $220k | 10k | 22.00 | ||
| Roper Industries (ROP) | 0.0 | $220k | -11% | 466.00 | 472.10 | |
| Saratoga Invt Corp Com New (SAR) | 0.0 | $218k | NEW | 8.0k | 27.25 | |
| General Mills (GIS) | 0.0 | $217k | -53% | 3.2k | 67.75 | |
| Columbia Finl (CLBK) | 0.0 | $215k | -15% | 10k | 21.48 | |
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $215k | 3.7k | 58.27 | ||
| Crown Holdings (CCK) | 0.0 | $215k | -61% | 1.7k | 125.07 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $214k | 3.5k | 60.62 | ||
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $212k | NEW | 2.6k | 81.10 | |
| BP Sponsored Adr (BP) | 0.0 | $211k | NEW | 7.2k | 29.47 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $210k | -9% | 3.1k | 67.09 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $208k | +2% | 3.5k | 59.23 | |
| LivePerson (LPSN) | 0.0 | $208k | -6% | 8.5k | 24.38 | |
| Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $205k | NEW | 6.1k | 33.66 | |
| Consolidated Edison (ED) | 0.0 | $200k | -36% | 2.1k | 94.61 | |
| Pgim Short Dur Hig Yld Opp F (SDHY) | 0.0 | $167k | 10k | 16.70 | ||
| Invesco Van Kampen Muni Opp Trust (VMO) | 0.0 | $120k | NEW | 11k | 11.42 | |
| Invesco Van Kampen Municipal Trust (VKQ) | 0.0 | $116k | NEW | 10k | 11.52 | |
| Pitney Bowes (PBI) | 0.0 | $88k | 17k | 5.21 | ||
| Kopin Corporation (KOPN) | 0.0 | $58k | 23k | 2.52 | ||
| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.0 | $44k | 11k | 4.04 | ||
| Ceragon Networks Ord (CRNT) | 0.0 | $21k | 10k | 2.10 | ||
| Accelr8 Technology (AXDX) | 0.0 | $19k | 13k | 1.46 | ||
| Cellectar Biosciences Com Par (CLRB) | 0.0 | $14k | 20k | 0.70 | ||
Past Filings by Modera Wealth Management
SEC 13F filings are viewable for Modera Wealth Management going back to 2011
- 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
- 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