Modera Wealth Management, LLC Purchases in Q2 2025

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
4.75K
+ 7.46%
$74.88 - $91.97 $355K - $436K
68.4K $6.29M
RTX
Raytheon Technologies Corp

Industrials
751
+ 1.34%
$113.75 - $148.48 $85.4K - $112K
56.8K $8.29M
NFLX
Netflix Inc

Communication Services
19
+ 0.94%
$855.86 - $1339.13 $16.3K - $25.4K
2.04K $2.73M
VT
Vanguard Total World Stk Index

ETFs
3.1K
+ 10.55%
$103.16 - $128.52 $320K - $398K
32.5K $4.17M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
132
+ 0.1%
$28.98 - $37.18 $3.83K - $4.91K
138K $5.13M
PAYC
Paycom Software, Inc.

Technology
2.72K
+ 41.37%
$193.07 - $265.71 $525K - $722K
9.29K $2.15M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.29K
+ 1.57%
$30.87 - $39.17 $70.5K - $89.5K
148K $5.79M
BX
Blackstone Inc.

Financial Services
3.63K
+ 23.35%
$120.07 - $151.11 $435K - $548K
19.2K $2.87M
TFC
Truist Financial Corp

Financial Services
5.49K
+ 2.3%
$34.79 - $42.99 $191K - $236K
244K $10.5M
COF
Capital One Financial Corp

Financial Services
2.62K
+ 94.07%
$150.57 - $212.76 $394K - $557K
5.4K $1.15M
MDLZ
Mondelez International, Inc.

Consumer Defensive
9.73K
+ 13.11%
$63.54 - $68.5 $618K - $667K
83.9K $5.66M
BAC
Bank Of America Corp

Financial Services
3.26K
+ 3.97%
$34.39 - $47.46 $112K - $154K
85.3K $4.03M
SYY
Sysco Corp

Consumer Defensive
7.06K
+ 6.71%
$68.0 - $75.91 $480K - $536K
112K $8.5M
CME
Cme Group Inc.

Financial Services
1.88K
+ 30.49%
$252.37 - $290.71 $474K - $547K
8.05K $2.22M
SBAC
Sba Communications Corp

Real Estate
1.91K
+ 30.49%
$208.57 - $243.4 $399K - $465K
8.18K $1.92M
ADP
Automatic Data Processing Inc

Industrials
832
+ 0.86%
$276.76 - $326.81 $230K - $272K
97.8K $30.2M
GLDM
World Gold Trust

ETFs
7.79K
New
$58.96 - $67.97 $459K - $530K
7.79K $510K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.93K
+ 7.77%
$86.93 - $109.64 $168K - $212K
26.8K $2.94M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.13K
+ 12.29%
$91.62 - $116.16 $195K - $247K
19.4K $2.25M
GPC
Genuine Parts CO

Consumer Cyclical
3.52K
+ 16.71%
$105.54 - $129.09 $371K - $454K
24.6K $2.98M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15
+ 0.03%
$152.93 - $181.74 $2.29K - $2.73K
50.8K $9.24M
XLK
Technology Sector Spdr

ETFs
351
+ 4.82%
$179.73 - $253.23 $63.1K - $88.9K
7.64K $1.93M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
659
+ 26.15%
$299.15 - $396.54 $197K - $261K
3.18K $1.26M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.14K
New
$100.04 - $100.54 $414K - $416K
4.14K $415K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.15K
+ 2.56%
$72.02 - $73.82 $371K - $380K
206K $15.2M
ABT
Abbott Laboratories

Healthcare
62
+ 0.06%
$123.95 - $138.08 $7.68K - $8.56K
109K $14.8M
ETN
Eaton Corp PLC

Industrials
186
+ 5.29%
$246.52 - $356.99 $45.9K - $66.4K
3.7K $1.32M
ETSY
Etsy Inc

Consumer Cyclical
6.34K
+ 45.0%
$40.8 - $63.88 $259K - $405K
20.4K $1.02M
CEG
Constellation Energy Corp

Utilities
444
+ 25.62%
$170.96 - $322.76 $75.9K - $143K
2.18K $702K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
4.27K
New
$78.47 - $92.25 $335K - $394K
4.27K $346K
VPU
Vanguard Utilities ETF

ETFs
1.95K
New
$158.36 - $178.82 $308K - $348K
1.95K $343K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
268
+ 3.81%
$180.84 - $240.32 $48.5K - $64.4K
7.3K $1.75M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.06K
+ 9.28%
$34.72 - $42.74 $141K - $174K
47.8K $2.04M
EFX
Equifax Inc

Industrials
1.22K
New
$205.5 - $280.54 $251K - $342K
1.22K $316K
IWV
Ishares Russell 3000 ETF

ETFs
316
+ 5.13%
$281.67 - $351.0 $89K - $111K
6.47K $2.27M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.47K
New
$170.2 - $211.82 $250K - $311K
1.47K $310K
IWS
Ishares Russell Midcap Value E

ETFs
35
+ 0.07%
$110.58 - $132.14 $3.87K - $4.62K
48.4K $6.4M
APH
Amphenol Corp

Technology
3.04K
New
$59.09 - $98.75 $179K - $300K
3.04K $299K
CRM
Salesforce, Inc.

Technology
669
+ 2.48%
$236.26 - $291.15 $158K - $195K
27.6K $7.53M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.82K
New
$49.79 - $50.75 $290K - $296K
5.82K $295K
BNDX
Vanguard Total International B

ETFs
3.89K
+ 2.7%
$48.77 - $49.55 $190K - $193K
148K $7.32M
JOBY
Joby Aviation, Inc.

Industrials
8.97K
+ 21.05%
$5.33 - $10.55 $47.8K - $94.6K
51.6K $544K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
367
+ 0.71%
$114.78 - $133.31 $42.1K - $48.9K
52.3K $6.97M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.3K
New
$22.09 - $22.44 $272K - $276K
12.3K $274K
OEF
Ishares S&P 100 ETF

ETFs
1.03K
+ 135.44%
N/A
1.79K $475K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
376
+ 0.78%
$40.79 - $50.93 $15.3K - $19.1K
48.7K $2.48M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.21K
+ 9.53%
$108.87 - $133.04 $132K - $161K
13.9K $1.85M
NVO
Novo Nordisk A S

Healthcare
6.05K
+ 1.68%
$58.08 - $81.05 $351K - $490K
366K $25.2M
MCHP
Microchip Technology Inc

Technology
3.79K
New
$35.34 - $71.6 $134K - $272K
3.79K $266K
Activity Summary
Buys All Purchases 304 New Holdings 50 Increased Positions 254 Sells All Sells 276 Reductions 276 Sold out 0 Options Calls 0 Puts 0
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