Modera Wealth Management, LLC Purchases in Q1 2025

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DISV
Dimensional ETF Tr Dimensional

ETFs
7.51K
+ 15.42%
$26.09 - $30.21 $196K - $227K
56.2K $1.64M
T
At&T Inc.

Communication Services
1.37K
+ 2.53%
$21.56 - $28.28 $29.5K - $38.7K
55.5K $1.57M
VCIT
Vanguard Intermediate Term Cor

ETFs
65
+ 0.03%
$79.17 - $82.04 $5.15K - $5.33K
219K $17.9M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.61K
+ 1.82%
$32.74 - $36.2 $85.4K - $94.4K
146K $5.09M
IDV
Ishares Tr

ETFs
10.1K
New
$27.0 - $31.7 $271K - $319K
10.1K $311K
TMUS
T Mobile Us, Inc.

Communication Services
1.12K
New
$211.3 - $272.83 $238K - $307K
1.12K $299K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
12.4K
+ 144.24%
$23.29 - $23.38 $289K - $290K
21K $490K
CWB
Spdr Bloomberg Convertible Sec

ETFs
5.61K
+ 5.0%
$75.99 - $81.58 $426K - $457K
118K $9.03M
ETSY
Etsy Inc

Consumer Cyclical
6.86K
+ 94.83%
$44.4 - $57.29 $304K - $393K
14.1K $664K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.26K
New
$113.59 - $123.29 $257K - $279K
2.26K $263K
GPC
Genuine Parts CO

Consumer Cyclical
1.69K
+ 8.74%
$115.91 - $129.02 $196K - $218K
21K $2.51M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
18.1K
New
$11.66 - $14.98 $211K - $271K
18.1K $246K
FOUR
Shift4 Payments, Inc.

Technology
3K
New
$81.71 - $125.66 $245K - $377K
3K $245K
SGRY
Surgery Partners, Inc.

Healthcare
10.3K
New
$19.85 - $25.87 $204K - $265K
10.3K $243K
MO
Altria Group, Inc.

Consumer Defensive
1.08K
+ 4.87%
$50.81 - $60.02 $55.1K - $65.1K
23.3K $1.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.66K
+ 65.78%
$25.35 - $27.46 $219K - $238K
21.8K $577K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.33K
+ 8.49%
$58.01 - $64.46 $135K - $150K
29.7K $1.85M
HEFA
Ishares Currency Hedged Msci E

ETFs
6.36K
New
$34.83 - $37.52 $221K - $239K
6.36K $230K
SLV
I Shares Silver Trust

ETFs
7.42K
New
$26.93 - $31.32 $200K - $232K
7.42K $229K
HUM
Humana Inc

Healthcare
869
New
$249.11 - $303.11 $216K - $263K
869 $229K
AOA
Ishares Tr Core Aggressive All

ETFs
2.93K
+ 73.23%
$75.7 - $80.01 $222K - $234K
6.93K $530K
CCJ
Cameco Corp

Energy
5.43K
New
$40.64 - $56.86 $221K - $309K
5.43K $223K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.13K
+ 5.37%
$25.77 - $27.6 $158K - $169K
120K $3.2M
SLB
Schlumberger Limited

Energy
5.21K
New
$38.4 - $43.74 $200K - $228K
5.21K $217K
RDNT
Rad Net, Inc.

Healthcare
4.38K
New
$45.92 - $72.75 $201K - $318K
4.38K $217K
RGLD
Royal Gold Inc

Basic Materials
1.31K
New
$132.55 - $163.51 $174K - $214K
1.31K $214K
RL
Ralph Lauren Corp

Consumer Cyclical
972
New
$215.68 - $286.74 $210K - $279K
972 $214K
CRWD
Crowd Strike Holdings, Inc.

Technology
498
+ 15.11%
$308.86 - $455.36 $154K - $227K
3.79K $1.34M
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.78K
+ 13.18%
$46.74 - $47.55 $177K - $180K
32.5K $1.54M
PLTR
Palantir Technologies Inc.

Technology
837
+ 6.26%
$64.98 - $124.62 $54.4K - $104K
14.2K $1.2M
WRBY
Warby Parker Inc.

Healthcare
10.2K
New
$17.82 - $28.42 $182K - $290K
10.2K $185K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.75K
+ 2.09%
$156.61 - $168.02 $274K - $294K
85.2K $13.7M
CHK
Chesapeake Energy Corp

Energy
2.01K
New
N/A
2.01K $172K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
185
+ 0.04%
$24.6 - $24.99 $4.55K - $4.62K
499K $12.5M
AVUS
American Centy ETF Tr Avantis

ETFs
42.3K
+ 5.09%
$90.7 - $101.57 $3.83M - $4.29M
872K $80.6M
YUM
Yum Brands Inc

Consumer Cyclical
98
+ 2.07%
$123.25 - $162.53 $12.1K - $15.9K
4.82K $758K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
250
+ 13.26%
$208.48 - $244.03 $52.1K - $61K
2.14K $521K
EMB
Ishares Tr

ETFs
610
+ 1.58%
$88.64 - $92.03 $54.1K - $56.1K
39.2K $3.55M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.79K
+ 19.67%
$56.63 - $59.39 $101K - $106K
10.9K $625K
SPG
Simon Property Group Inc

Real Estate
689
+ 42.5%
$159.48 - $187.78 $110K - $129K
2.31K $383K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.37K
+ 18.14%
$22.77 - $22.94 $99.4K - $100K
28.4K $652K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.17K
+ 5.81%
$36.91 - $41.03 $43.3K - $48.1K
21.4K $848K
XLU
Utilities Sector Spdr

ETFs
66
+ 0.23%
$74.7 - $80.27 $4.93K - $5.3K
28.9K $2.28M
GLW
Corning Inc

Technology
2.83K
+ 13.63%
$44.91 - $54.25 $127K - $154K
23.6K $1.08M
VGSH
Vanguard

ETFs
1.44K
+ 17.02%
$58.07 - $58.69 $83.4K - $84.3K
9.87K $579K
VONV
Vanguard Russell 1000 Value Et

ETFs
528
+ 1.52%
$80.21 - $86.14 $42.4K - $45.5K
35.3K $2.91M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.58K
+ 14.56%
$22.11 - $22.43 $79.1K - $80.3K
28.2K $631K
UBER
Uber Technologies, Inc

Technology
226
+ 4.05%
$63.17 - $81.49 $14.3K - $18.4K
5.81K $422K
KMI
Kinder Morgan, Inc.

Energy
675
+ 1.2%
$26.1 - $31.22 $17.6K - $21.1K
56.9K $1.62M
Activity Summary
Buys All Purchases 208 New Holdings 29 Increased Positions 179 Sells All Sells 349 Reductions 349 Sold out 0 Options Calls 0 Puts 0
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