Modera Wealth Management, LLC Purchases in Q3 2024

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EQT
Eqt Corp

Energy
15.4M
New
$30.21 - $37.21 $464M - $571M
15.4M $563M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
189K
+ 13.04%
$105.53 - $118.34 $19.9M - $22.3M
1.64M $191M
VTV
Vanguard Value ETF

ETFs
84.1K
+ 5.91%
$159.75 - $174.57 $13.4M - $14.7M
1.51M $263M
IEFA
Ishares Tr

ETFs
176K
+ 5.96%
$70.09 - $78.74 $12.4M - $13.9M
3.14M $245M
VUG
Vanguard Growth ETF

ETFs
39.8K
+ 3.65%
$341.08 - $391.94 $13.6M - $15.6M
1.13M $435M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
144K
+ 6.78%
$60.13 - $68.17 $8.67M - $9.83M
2.27M $154M
AAPL
Apple Inc.

Technology
4.31K
+ 0.49%
$207.23 - $234.82 $894K - $1.01M
891K $208M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
101K
+ 5.93%
$98.99 - $101.51 $10M - $10.3M
1.81M $184M
DFSV
Dimensional ETF Tr Dimensional

ETFs
217K
+ 9.24%
$28.25 - $31.7 $6.13M - $6.88M
2.57M $79M
EFV
Msci Eafe Value ETF

ETFs
32K
+ 1.66%
$51.72 - $57.96 $1.66M - $1.85M
1.95M $112M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
545
+ 0.06%
$87.56 - $95.49 $47.7K - $52K
976K $93.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.85K
+ 2.85%
$405.19 - $478.57 $1.15M - $1.36M
103K $47.3M
AVUS
American Centy ETF Tr Avantis

ETFs
26.8K
+ 3.44%
$86.27 - $95.15 $2.31M - $2.55M
808K $76.8M
VGT
Vanguard Information Technolog

ETFs
9.24K
New
$514.43 - $606.85 $4.76M - $5.61M
9.24K $5.42M
ADP
Automatic Data Processing Inc

Industrials
1.4K
+ 1.44%
$233.44 - $279.45 $326K - $390K
98.3K $27.2M
OTIS
Otis Worldwide Corp

Industrials
36.9K
+ 386.55%
$91.43 - $104.43 $3.38M - $3.86M
46.5K $4.83M
AON
Aon PLC

Financial Services
9.72K
+ 467.66%
$293.16 - $351.06 $2.85M - $3.41M
11.8K $4.08M
ORCL
Oracle Corp

Technology
902
+ 0.9%
$125.9 - $170.35 $114K - $154K
101K $17.2M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
43K
+ 45.67%
$61.6 - $65.13 $2.65M - $2.8M
137K $8.91M
VTI
Vanguard Total Stock Market Et

ETFs
3.47K
+ 2.68%
$255.18 - $283.2 $886K - $984K
133K $37.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
32.9K
+ 23.32%
$71.45 - $75.64 $2.35M - $2.49M
174K $13.1M
UNH
Unitedhealth Group Inc

Healthcare
257
+ 0.71%
$488.01 - $604.18 $125K - $155K
36.5K $21.4M
MCD
Mcdonalds Corp

Consumer Cyclical
5.72K
+ 27.82%
$245.82 - $304.51 $1.41M - $1.74M
26.3K $8M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
45.1K
+ 18.54%
$38.03 - $42.06 $1.72M - $1.9M
288K $12.1M
WMT
Walmart Inc.

Consumer Defensive
644
+ 0.33%
$66.91 - $81.4 $43.1K - $52.4K
194K $15.7M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
74.7K
+ 17.67%
$24.38 - $25.2 $1.82M - $1.88M
497K $12.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.3K
+ 0.51%
$76.94 - $79.54 $331K - $342K
847K $67.3M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.06K
+ 0.77%
$59.25 - $65.33 $181K - $200K
399K $25.9M
GPC
Genuine Parts CO

Consumer Cyclical
14.8K
+ 614.17%
$131.04 - $147.11 $1.94M - $2.17M
17.2K $2.4M
MBB
Ishares Tr

ETFs
12.5K
+ 5.87%
$90.85 - $96.66 $1.14M - $1.21M
226K $21.7M
MUB
Ishares National Muni Bond ETF

ETFs
13.4K
+ 5.94%
$106.13 - $108.7 $1.43M - $1.46M
240K $26M
V
Visa Inc.

Financial Services
904
+ 0.67%
$253.74 - $291.56 $229K - $264K
135K $37.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.05K
+ 1.17%
$57.22 - $80.08 $59.9K - $83.8K
90.3K $7.05M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
18.4K
+ 3.84%
$49.77 - $51.95 $915K - $955K
498K $25.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.01K
+ 0.41%
$74.26 - $78.84 $149K - $158K
490K $38.4M
FTNT
Fortinet, Inc.

Technology
2.78K
+ 2.94%
$55.39 - $77.55 $154K - $216K
97.5K $7.56M
MDLZ
Mondelez International, Inc.

Consumer Defensive
19.2K
+ 37.86%
$64.35 - $75.71 $1.24M - $1.46M
70K $5.16M
IVE
Ishares S&P 500 Value ETF

ETFs
3.06K
+ 3.94%
$181.06 - $197.17 $554K - $603K
80.7K $15.9M
AVGO
Broadcom Inc.

Technology
394K
+ 852.51%
$136.27 - $1745.86 $53.7M - $688M
441K $76M
VB
Vanguard Small Cap ETF

ETFs
1.09K
+ 1.44%
$214.77 - $237.72 $233K - $258K
76.6K $18.2M
IBM
International Business Machines Corp

Technology
2.92K
+ 14.95%
$175.1 - $223.38 $510K - $651K
22.4K $4.96M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.05K
+ 1.43%
$240.48 - $267.94 $253K - $282K
74.9K $20M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.08K
+ 0.43%
$85.48 - $98.39 $178K - $205K
483K $46.6M
SYY
Sysco Corp

Consumer Defensive
11.3K
+ 12.99%
$69.16 - $78.98 $784K - $896K
98.7K $7.7M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
33.3K
+ 62.89%
$31.95 - $38.02 $1.06M - $1.26M
86.2K $3.23M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.8K
+ 1.24%
$116.79 - $133.54 $327K - $374K
228K $30.1M
ZTS
Zoetis Inc.

Healthcare
4.52K
+ 20.62%
$172.58 - $196.48 $780K - $888K
26.4K $5.16M
WSM
Williams Sonoma Inc

Consumer Cyclical
110K
+ 89.04%
$128.47 - $280.94 $14.1M - $30.9M
234K $36.2M
TFC
Truist Financial Corp

Financial Services
3.85K
+ 1.36%
$38.22 - $44.94 $147K - $173K
287K $12.3M
Activity Summary
Buys All Purchases 308 New Holdings 53 Increased Positions 255 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 0
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