Modera Wealth Management

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

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Portfolio Holdings for Modera Wealth Management

Companies in the Modera Wealth Management portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfli Mortgage (SPMB) 9.7 $190M +5% 7.4M 25.72
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS) 7.8 $152M +3% 1.6M 96.15
Vanguard Specialized Funds Div App Etf (VIG) 6.8 $132M +4% 861k 153.60
Vanguard Index Fds Value Etf (VTV) 6.6 $128M +15% 947k 135.37
Ishares Tr Rus 1000 Grw Etf (IWF) 4.8 $93M +10% 341k 274.04
Vanguard Index Fds Growth Etf (VUG) 4.6 $90M +11% 309k 290.17
Ishares Tr Msci Eafe Etf (EFA) 4.5 $88M +5% 1.1M 78.01
Ishares Core Msci Emkt (IEMG) 3.9 $75M +7% 1.2M 61.76
Ishares Tr Eafe Sml Cp Etf (SCZ) 3.2 $62M 827k 74.41
Dimensional Etf Trust Internatnal Val 2.9 $56M NEW 1.7M 32.74
Dimensional Etf Trust Us Equity Etf (DFUS) 2.8 $54M 1.1M 47.16
Ishares Tr Jpmorgan Usd Emg (EMB) 2.8 $54M +5% 488k 110.06
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.6 $50M +8% 1.1M 44.40
Ishares Tr Core S&p Mcp Etf (IJH) 2.5 $49M 186k 263.07

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Ishares Tr Core Msci Eafe (IEFA) 2.1 $40M 540k 74.25
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.0 $40M -4% 1.5M 26.57
Vanguard Bd Index Fds Intermed Term (BIV) 1.7 $33M +5% 363k 89.44
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.5 $29M +19% 506k 57.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $27M 533k 50.01
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $23M 136k 169.26
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $22M -45% 294k 73.91
Ishares Tr Russell 2000 Etf (IWM) 1.1 $21M 96k 218.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $19M +2% 71k 272.94
Apple (AAPL) 1.0 $19M 135k 141.50
Ishares Tr Rus 1000 Etf (IWB) 0.9 $18M +2% 75k 241.71
Ishares Tr Core S&p500 Etf (IVV) 0.9 $18M 41k 430.82
Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $17M -14% 109k 156.51
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.8 $16M 305k 51.06
Microsoft Corporation (MSFT) 0.7 $13M +16% 48k 281.93
Ishares Tr Eafe Value Etf (EFV) 0.6 $12M -17% 234k 50.85
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $11M +2% 104k 107.57
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $11M -14% 68k 160.22
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $9.6M -11% 190k 50.49
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $9.4M 94k 100.67
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $8.6M -50% 59k 145.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $7.7M +2% 141k 54.77
Ishares Tr National Mun Etf (MUB) 0.4 $7.3M 63k 116.16
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $7.0M 17.00 411352.94
Home Depot (HD) 0.3 $6.4M 20k 328.28
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.3 $5.9M +8% 70k 85.36
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $5.9M -2% 12k 480.92
Dimensional Etf Trust World Ex Us Core 0.3 $5.8M NEW 226k 25.88
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $5.8M +5% 26k 222.06
McDonald's Corporation (MCD) 0.3 $5.0M 21k 241.13
Bryn Mawr Bank (BMTC) 0.3 $5.0M 108k 45.95
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $4.7M 57k 81.96
PPG Industries (PPG) 0.2 $4.5M +3% 31k 143.01
Morgan Stanley Com New (MS) 0.2 $4.4M -9% 46k 97.30
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $4.4M -56% 33k 133.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $4.3M 10k 429.17
Alphabet Cap Stk Cl A (GOOGL) 0.2 $3.9M 1.5k 2673.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.8M +108% 44k 85.44
Alphabet Cap Stk Cl C (GOOG) 0.2 $3.6M +6% 1.4k 2665.44
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.2 $3.1M 40k 78.30
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $3.1M 11k 280.14
Lowe's Companies (LOW) 0.2 $3.0M 15k 202.86
Johnson & Johnson (JNJ) 0.2 $3.0M 19k 161.48
Pfizer (PFE) 0.2 $3.0M +7% 70k 43.01
Amazon (AMZN) 0.1 $2.8M +10% 862.00 3285.38
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $2.8M 28k 101.82
Pepsi (PEP) 0.1 $2.6M 18k 150.39
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.6M -18% 51k 50.38
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.5M -5% 11k 236.73
American Express Company (AXP) 0.1 $2.3M 14k 167.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.3M +4% 5.7k 394.43
Merck & Co (MRK) 0.1 $2.2M 29k 75.11
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $2.2M -10% 44k 49.40
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.0M -3% 20k 101.80
Procter & Gamble Company (PG) 0.1 $2.0M +7% 14k 139.83
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $2.0M 19k 106.22
Bank of America Corporation (BAC) 0.1 $2.0M 46k 42.46
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $1.9M -2% 34k 56.31
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.9M +9% 18k 105.63
JPMorgan Chase & Co. (JPM) 0.1 $1.9M +4% 12k 163.69
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.8M 9.1k 200.90
Exxon Mobil Corporation (XOM) 0.1 $1.7M +2% 29k 58.82
Walt Disney Company (DIS) 0.1 $1.7M +3% 9.9k 169.17
Facebook Cl A (FB) 0.1 $1.7M +57% 4.9k 339.43
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.6M 6.4k 254.86
International Business Machines (IBM) 0.1 $1.6M +15% 12k 138.94
Honeywell International (HON) 0.1 $1.6M +6% 7.6k 212.34
Essential Utils (WTRG) 0.1 $1.6M +2% 35k 46.09
Comcast Corp Cl A (CMCSA) 0.1 $1.5M +32% 28k 55.94
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $1.5M 33k 45.98
Colgate-Palmolive Company (CL) 0.1 $1.5M +2% 19k 75.57
Intel Corporation (INTC) 0.1 $1.5M +2% 27k 53.28
3M Company (MMM) 0.1 $1.4M 8.2k 175.48
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.4M 14k 98.40
Visa Com Cl A (V) 0.1 $1.4M +6% 6.3k 222.75
Lockheed Martin Corporation (LMT) 0.1 $1.4M 4.0k 345.03
Ishares Tr Cohen Steer Reit (ICF) 0.1 $1.4M 21k 65.42
Adobe Systems Incorporated (ADBE) 0.1 $1.3M 2.3k 575.68
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.1 $1.3M 25k 51.56
Verizon Communications (VZ) 0.1 $1.2M +4% 22k 54.00
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.2M 11k 109.16
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.2M 8.9k 130.07
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.1M 3.5k 319.82
Costco Wholesale Corporation (COST) 0.1 $1.1M +11% 2.5k 449.50
Union Pacific Corporation (UNP) 0.1 $1.1M -7% 5.6k 196.07
AFLAC Incorporated (AFL) 0.1 $1.1M -3% 21k 52.11
Texas Instruments Incorporated (TXN) 0.1 $1.1M +4% 5.5k 192.19
Annovis Bio (ANVS) 0.1 $1.1M -4% 33k 31.74
Amgen (AMGN) 0.1 $1.1M -4% 5.0k 212.56
Abbott Laboratories (ABT) 0.1 $1.0M +9% 8.8k 118.14
Wal-Mart Stores (WMT) 0.1 $1.0M +11% 7.4k 139.39
Truist Financial Corp equities (TFC) 0.1 $992k +8% 17k 58.66
Mastercard Incorporated Cl A (MA) 0.1 $988k +2% 2.8k 347.52
Humana (HUM) 0.1 $982k -14% 2.5k 389.22
Norfolk Southern (NSC) 0.1 $981k +28% 4.1k 239.27
Ishares Gold Tr Ishares New (IAU) 0.0 $955k 29k 33.40
Automatic Data Processing (ADP) 0.0 $955k +5% 4.8k 199.87
Spdr Gold Tr Gold Shs (GLD) 0.0 $941k -4% 5.7k 164.22
Oracle Corporation (ORCL) 0.0 $930k -2% 11k 87.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $884k -21% 2.5k 358.18
CSX Corporation (CSX) 0.0 $879k +25% 30k 29.75
Coca-Cola Company (KO) 0.0 $872k +3% 17k 52.48
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $853k +77% 15k 56.94
Motorola Solutions Com New (MSI) 0.0 $834k NEW 3.6k 232.25
Ishares Tr Ishares Biotech (IBB) 0.0 $830k 5.1k 161.60
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $826k +27% 5.5k 149.77
Abbvie (ABBV) 0.0 $815k +6% 7.6k 107.86
Loews Corporation (L) 0.0 $809k 15k 53.93
Eli Lilly & Co. (LLY) 0.0 $789k 3.4k 230.97
Tesla Motors (TSLA) 0.0 $772k -4% 995.00 775.88
iRobot Corporation (IRBT) 0.0 $769k NEW 9.8k 78.47
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $768k 9.8k 78.23
Cisco Systems (CSCO) 0.0 $767k +22% 14k 54.42
Vanguard World Fds Energy Etf (VDE) 0.0 $754k 10k 73.89
Ishares Tr Global Reit Etf (REET) 0.0 $739k +4% 27k 27.42
At&t (T) 0.0 $686k 25k 26.99
Altria (MO) 0.0 $661k +13% 15k 45.50
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $649k 6.3k 103.41
Teledyne Technologies Incorporated (TDY) 0.0 $645k NEW 1.5k 429.43
Intuit (INTU) 0.0 $641k 1.2k 539.11
Ishares Tr Conser Alloc Etf (AOK) 0.0 $638k NEW 16k 39.47
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $636k NEW 6.1k 104.07
Bristol Myers Squibb (BMY) 0.0 $632k +47% 11k 59.20
Chevron Corporation (CVX) 0.0 $630k +7% 6.2k 101.42
Hershey Company (HSY) 0.0 $618k 3.7k 169.32
Ishares Tr Tips Bd Etf (TIP) 0.0 $618k +43% 4.8k 127.71
Ishares Tr Micro-cap Etf (IWC) 0.0 $614k 4.3k 144.44
Thermo Fisher Scientific (TMO) 0.0 $611k +27% 1.1k 571.03
General Electric Com New (GE) 0.0 $603k NEW 5.9k 103.01
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $593k 8.0k 74.22
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $582k -7% 5.1k 114.79
WSFS Financial Corporation (WSFS) 0.0 $574k 11k 51.33
salesforce (CRM) 0.0 $570k NEW 2.1k 271.30
Mondelez Intl Cl A (MDLZ) 0.0 $568k -7% 9.8k 58.16
Vanguard Index Fds Small Cp Etf (VB) 0.0 $567k -15% 2.6k 218.75
Intuitive Surgical Com New (ISRG) 0.0 $566k 569.00 994.73
Nike CL B (NKE) 0.0 $558k +5% 3.8k 145.24
Alarm Com Hldgs (ALRM) 0.0 $547k 7.0k 78.14
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $537k 10k 52.55
UnitedHealth (UNH) 0.0 $510k -6% 1.3k 390.51
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.0 $505k 17k 30.67
Select Sector Spdr Tr Technology (XLK) 0.0 $502k +9% 3.4k 149.36
Northrop Grumman Corporation (NOC) 0.0 $497k +2% 1.4k 360.41
Boeing Company (BA) 0.0 $484k -24% 2.2k 219.90
Kansas City Southern Com New (KSU) 0.0 $483k 1.8k 270.89
Raytheon Technologies Corp (RTX) 0.0 $475k +10% 5.5k 85.94
Paypal Holdings (PYPL) 0.0 $473k NEW 1.8k 260.03
Philip Morris International (PM) 0.0 $472k 5.0k 94.84
BlackRock (BLK) 0.0 $468k +2% 558.00 838.71
Kimberly-Clark Corporation (KMB) 0.0 $434k +9% 3.3k 132.32
Celanese Corporation (CE) 0.0 $424k +19% 2.8k 150.62
Illinois Tool Works (ITW) 0.0 $422k 2.0k 206.76
Myers Industries (MYE) 0.0 $415k +26% 21k 19.55
Teleflex Incorporated (TFX) 0.0 $412k 1.1k 376.60
Starbucks Corporation (SBUX) 0.0 $408k +80% 3.7k 110.21
Ishares U S Etf Tr Blackrock Short (MEAR) 0.0 $401k 8.0k 50.16
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $395k -8% 3.4k 117.42
Wisdomtree Tr Intl Equity Fd (DWM) 0.0 $393k +9% 7.4k 52.89
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $393k +72% 10k 38.66
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $386k 2.6k 148.18
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $376k 5.3k 70.89
Nextera Energy (NEE) 0.0 $375k -2% 4.8k 78.44
Travelers Companies (TRV) 0.0 $374k +31% 2.5k 151.85
Spdr Ser Tr S&p Biotech (XBI) 0.0 $373k 3.0k 125.63
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $367k +69% 4.2k 87.42
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $363k +11% 2.0k 179.53
Blackrock Innovation And Grw Shs Ben Int (BIGZ) 0.0 $362k NEW 20k 18.10
Goldman Sachs (GS) 0.0 $361k NEW 956.00 377.62
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $359k -5% 10k 35.55
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $357k +28% 3.5k 103.18
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $356k 1.2k 293.49
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $353k 3.7k 96.03
Citigroup Com New (C) 0.0 $347k NEW 4.9k 70.21
Deere & Company (DE) 0.0 $342k +5% 1.0k 334.97
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $341k +4% 7.8k 43.51
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $339k +65% 3.6k 94.46
Ametek (AME) 0.0 $339k 2.7k 123.95
NVIDIA Corporation (NVDA) 0.0 $333k +452% 1.6k 207.09
Verisign (VRSN) 0.0 $333k 1.6k 204.80
Netflix (NFLX) 0.0 $328k +7% 538.00 609.67
Public Service Enterprise (PEG) 0.0 $328k 5.4k 60.96
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $318k +20% 8.5k 37.32
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $318k +13% 4.0k 79.20
Prudential Financial (PRU) 0.0 $316k +32% 3.0k 105.26
Te Connectivity Reg Shs (TEL) 0.0 $316k NEW 2.3k 137.09
Caterpillar (CAT) 0.0 $315k +46% 1.6k 192.19
Hingham Institution for Savings (HIFS) 0.0 $311k 923.00 336.94
Medtronic SHS (MDT) 0.0 $309k +36% 2.5k 125.46
Old Dominion Freight Line (ODFL) 0.0 $308k 1.1k 285.71
Gilead Sciences (GILD) 0.0 $308k NEW 4.4k 69.92
Air Products & Chemicals (APD) 0.0 $307k +27% 1.2k 256.05
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.0 $306k NEW 5.0k 61.20
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $305k +10% 3.8k 81.03
Becton, Dickinson and (BDX) 0.0 $302k 1.2k 246.13
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $302k 1.1k 276.05
Sterling Bancorp (STL) 0.0 $300k 12k 24.95
Baxter International (BAX) 0.0 $298k +23% 3.7k 80.52
ConocoPhillips (COP) 0.0 $295k 4.4k 67.80
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $291k NEW 5.7k 51.13
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.0 $290k -64% 8.1k 35.79
Zoetis Cl A (ZTS) 0.0 $288k NEW 1.5k 194.20
Target Corporation (TGT) 0.0 $286k -4% 1.3k 228.62
Booking Holdings (BKNG) 0.0 $285k -2% 120.00 2375.00
Global Payments (GPN) 0.0 $284k NEW 1.8k 157.78
Wells Fargo & Company (WFC) 0.0 $283k +37% 6.1k 46.42
Franklin Covey (FC) 0.0 $283k 6.9k 40.78
Novo-nordisk A S Adr (NVO) 0.0 $282k 2.9k 96.18
Cme (CME) 0.0 $282k NEW 1.5k 193.15
Ford Motor Company (F) 0.0 $280k NEW 20k 14.13
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $277k 1.7k 158.47
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $270k 674.00 400.59
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $269k NEW 4.4k 60.86
Mccormick & Co Com Non Vtg (MKC) 0.0 $264k 3.3k 80.93
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $261k NEW 4.1k 63.23
Diageo Spon Adr New (DEO) 0.0 $259k NEW 1.3k 193.14
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $258k NEW 8.5k 30.45
Ishares Tr U.s. Tech Etf (IYW) 0.0 $256k 2.5k 101.23
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $256k +20% 2.0k 127.24
Qualcomm (QCOM) 0.0 $255k +5% 2.0k 128.85
Southern Company (SO) 0.0 $252k +11% 4.1k 61.89
Cohen & Steers Tax Advan P (PTA) 0.0 $250k NEW 10k 25.00
Intercontinental Exchange (ICE) 0.0 $245k 2.1k 114.65
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $242k NEW 2.4k 100.25
PNC Financial Services (PNC) 0.0 $241k 1.2k 195.30
Dominion Resources (D) 0.0 $240k -6% 3.3k 73.01
Brown Forman Corp CL B (BF.B) 0.0 $231k +11% 3.5k 66.88
Select Sector Spdr Tr Energy (XLE) 0.0 $228k -9% 4.4k 52.07
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $228k 965.00 236.27
Tivity Health (TVTY) 0.0 $227k NEW 9.8k 23.09
Ishares Msci Emrg Chn (EMXC) 0.0 $224k +5% 3.7k 60.70
American Tower Reit (AMT) 0.0 $223k +2% 840.00 265.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $221k NEW 2.7k 82.22
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $221k 3.3k 67.40
TJX Companies (TJX) 0.0 $220k -37% 3.3k 66.11
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $220k 2.2k 100.00
Royal Dutch Shell Spons Adr A (RDS.A) 0.0 $219k NEW 4.9k 44.60
Fortune Brands (FBHS) 0.0 $215k +2% 2.4k 89.43
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $214k -8% 632.00 338.61
Waste Management (WM) 0.0 $214k NEW 1.4k 149.65
Crown Castle Intl (CCI) 0.0 $212k 1.2k 173.06
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $211k -4% 1.3k 166.01
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $210k NEW 3.9k 54.36
Blackstone Group Inc Com Cl A (BX) 0.0 $209k NEW 1.8k 116.37
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $208k -9% 1.8k 113.10
Ishares Tr Core Msci Total (IXUS) 0.0 $206k 2.9k 70.94
Movado (MOV) 0.0 $205k -78% 6.5k 31.49
Bank of New York Mellon Corporation (BK) 0.0 $204k -11% 3.9k 51.78
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $203k -4% 7.7k 26.50
L3harris Technologies (LHX) 0.0 $200k -4% 907.00 220.51
Stryker Corporation (SYK) 0.0 $200k NEW 758.00 263.85
Empire St Rlty Tr Cl A (ESRT) 0.0 $194k 19k 10.02
Pgim Short Dur Hig Yld Opp F (SDHY) 0.0 $188k NEW 10k 18.80
Columbia Finl (CLBK) 0.0 $185k 10k 18.50
Huntington Bancshares Incorporated (HBAN) 0.0 $178k NEW 12k 15.47
Pitney Bowes (PBI) 0.0 $121k 17k 7.19
Kopin Corporation (KOPN) 0.0 $118k NEW 23k 5.13
Republic First Ban (FRBK) 0.0 $82k NEW 27k 3.08
Accelr8 Technology (AXDX) 0.0 $76k -2% 13k 5.85
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $39k 11k 3.71
Ceragon Networks Ord (CRNT) 0.0 $35k NEW 10k 3.50
Cellectar Biosciences Com Par (CLRB) 0.0 $19k NEW 20k 0.95
Evofem Biosciences (EVFM) 0.0 $7.0k NEW 10k 0.70

Past Filings by Modera Wealth Management

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

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