Modera Wealth Management, LLC Purchases in Q3 2025

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
91
+ 2.25%
$696.56 - $806.32 $63.4K - $73.4K
4.14K $3.29M
A
Agilent Technologies, Inc.

Healthcare
849
+ 2.74%
$112.04 - $128.75 $95.1K - $109K
31.8K $4.08M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.66K
+ 17.13%
$49.78 - $50.75 $381K - $389K
52.4K $2.65M
RWO
Spdr Dow Jones Global Real Est

ETFs
1.21K
+ 0.58%
$43.53 - $46.27 $52.7K - $56K
210K $9.62M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5.04K
+ 49.25%
$64.58 - $69.94 $326K - $353K
15.3K $1.06M
CVX
Chevron Corp

Energy
14
+ 0.05%
$145.57 - $161.83 $2.04K - $2.27K
30.8K $4.79M
UNP
Union Pacific Corp

Industrials
1.19K
+ 9.81%
$214.91 - $237.16 $256K - $282K
13.3K $3.15M
PWR
Quanta Services, Inc.

Industrials
769
+ 136.59%
$372.29 - $421.68 $286K - $324K
1.33K $552K
ETSY
Etsy Inc

Consumer Cyclical
101
+ 0.49%
$51.36 - $74.34 $5.19K - $7.51K
20.5K $1.36M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.51K
New
$58.97 - $60.36 $325K - $333K
5.51K $330K
MP
Mp Materials Corp.

Basic Materials
4.82K
New
$30.03 - $77.13 $145K - $372K
4.82K $323K
VT
Vanguard Total World Stk Index

ETFs
98
+ 0.3%
$128.41 - $138.03 $12.6K - $13.5K
32.6K $4.49M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.85K
+ 4.01%
$27.61 - $29.15 $134K - $141K
126K $3.66M
DHR
Danaher Corp

Healthcare
1.44K
+ 20.95%
$181.46 - $212.2 $261K - $305K
8.29K $1.64M
MSI
Motorola Solutions, Inc.

Technology
381
+ 13.26%
$408.73 - $490.3 $156K - $187K
3.25K $1.49M
EQT
Eqt Corp

Energy
4.84K
New
$49.19 - $59.19 $238K - $287K
4.84K $263K
SUB
Ishares Short Term National Mu

ETFs
1.29K
+ 0.53%
$106.17 - $107.3 $136K - $138K
245K $26.2M
LDOS
Leidos Holdings, Inc.

Technology
1.27K
New
$159.2 - $188.96 $203K - $241K
1.27K $240K
CIEN
Ciena Corp

Technology
1.65K
New
$77.75 - $145.67 $128K - $240K
1.65K $240K
SNPS
Synopsys Inc

Technology
521
+ 55.54%
$387.78 - $645.35 $202K - $336K
1.46K $719K
LHX
L3 Harris Technologies, Inc.

Industrials
47
+ 1.14%
$252.18 - $305.41 $11.9K - $14.4K
4.17K $1.27M
GM
General Motors CO

Consumer Cyclical
3.85K
New
$48.89 - $61.24 $188K - $236K
3.85K $234K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2.32K
New
$64.22 - $99.03 $149K - $230K
2.32K $230K
SCI
Service Corp International

Consumer Cyclical
2.76K
New
$75.63 - $83.25 $209K - $230K
2.76K $229K
SCHO
Schwab Short Term Us Treasury

ETFs
9.34K
New
$24.23 - $24.42 $226K - $228K
9.34K $227K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.03K
New
$86.72 - $111.84 $176K - $227K
2.03K $227K
AGI
Alamos Gold Inc

Basic Materials
6.51K
New
$24.3 - $34.86 $158K - $227K
6.51K $226K
SXI
Standex International Corp

Industrials
1.06K
New
$154.17 - $214.67 $163K - $227K
1.06K $223K
ITA
Ishares Tr

ETFs
1.05K
New
$184.73 - $209.26 $195K - $221K
1.05K $220K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
7.66K
+ 3.73%
$24.65 - $24.98 $189K - $191K
213K $5.32M
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.36K
New
$33.26 - $34.01 $212K - $216K
6.36K $215K
TTE
Total Energies Se

Energy
3.12K
+ 50.07%
N/A
9.36K $642K
DAL
Delta Air Lines, Inc.

Industrials
3.79K
New
$49.0 - $61.97 $185K - $235K
3.79K $214K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.94K
+ 6.81%
$96.22 - $98.19 $187K - $191K
30.4K $2.98M
FAST
Fastenal CO

Industrials
4.31K
New
$42.47 - $50.39 $183K - $217K
4.31K $211K
RF
Regions Financial Corp

Financial Services
7.86K
New
$24.03 - $27.41 $189K - $215K
7.86K $207K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
63
+ 0.12%
$78.88 - $85.2 $4.97K - $5.37K
50.6K $4.22M
NUDM
Nuveen Esg International Devel

ETFs
5.47K
New
$34.72 - $37.63 $190K - $206K
5.47K $205K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.87K
+ 4.23%
$30.13 - $33.37 $56.5K - $62.5K
46.2K $1.54M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.95K
+ 72.77%
$22.19 - $22.44 $199K - $201K
21.2K $475K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
621
New
$301.44 - $365.84 $187K - $227K
621 $200K
MO
Altria Group, Inc.

Consumer Defensive
537
+ 2.6%
$57.75 - $67.68 $31K - $36.3K
21.2K $1.4M
VXF
Vanguard Extended Market ETF

ETFs
675
+ 26.33%
$193.58 - $213.07 $131K - $144K
3.24K $678K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.1K
+ 36.75%
$112.94 - $129.99 $124K - $143K
4.09K $524K
EMB
Ishares Tr

ETFs
852
+ 2.17%
$91.52 - $95.59 $78K - $81.4K
40.1K $3.82M
DUK
Duke Energy Corp

Utilities
393
+ 1.79%
$116.31 - $125.93 $45.7K - $49.5K
22.3K $2.76M
VONV
Vanguard Russell 1000 Value Et

ETFs
255
+ 0.72%
$84.55 - $89.54 $21.6K - $22.8K
35.6K $3.18M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
6.44K
+ 30.66%
$23.29 - $23.38 $150K - $151K
27.4K $641K
AMD
Advanced Micro Devices Inc

Technology
342
+ 7.71%
$134.8 - $184.42 $46.1K - $63.1K
4.78K $773K
Activity Summary
Buys All Purchases 212 New Holdings 27 Increased Positions 185 Sells All Sells 348 Reductions 348 Sold out 0 Options Calls 0 Puts 0
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