Modera Wealth Management, LLC Portfolio Holdings
Modera Wealth Management, LLC
- $6.54 Billion
- Q1 2024
Modera Wealth Management, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $6.54 Billion distributed in 570 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $332M, Vanguard Ftse Developed Market with a value of $288M, Vanguard Dividend Appreciation with a value of $232M, Vanguard Value ETF with a value of $226M, and Ishares Tr with a value of $207M.
Examining the 13F form we can see an increase of $518M in the current position value, from $6.02B to 6.54B.
Below you can find more details about Modera Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$6.54 Billion
ETFs: $4.49 Billion
Technology: $601 Million
Financial Services: $337 Million
Healthcare: $317 Million
Consumer Cyclical: $226 Million
Industrials: $182 Million
Consumer Defensive: $159 Million
Communication Services: $150 Million
Other: $62.6 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 570
- Current Value $6.54 Billion
- Prior Value $6.02 Billion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 58 stocks
- Additional Purchases 240 stocks
- Sold out of 0 stocks
- Reduced holdings in 227 stocks