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
FCX
Freeport Mcmoran Inc

Basic Materials
5.93K
New
$29.15 - $44.46 $173K - $264K
5.93K $257K
XLI
Industrial Sector Spdr

ETFs
363
+ 2.94%
$116.42 - $147.52 $42.3K - $53.5K
12.7K $1.88M
IAU
Ishares Gold Trust

ETFs
667
+ 1.07%
$56.1 - $64.74 $37.4K - $43.2K
63.3K $3.95M
NEM
Newmont Corp

Basic Materials
4.29K
New
$44.18 - $59.46 $190K - $255K
4.29K $250K
MBB
Ishares Tr

ETFs
2.31K
+ 0.81%
$91.41 - $94.22 $211K - $218K
289K $27.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.67K
+ 1.34%
$45.11 - $52.34 $75.5K - $87.6K
126K $6.62M
CARR
Carrier Global Corp

Industrials
444
+ 2.05%
$55.55 - $75.83 $24.7K - $33.7K
22.1K $1.62M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.8K
+ 38.45%
$22.3 - $22.57 $241K - $244K
39K $876K
MA
Mastercard Inc

Financial Services
94
+ 0.68%
$479.92 - $590.74 $45.1K - $55.5K
13.9K $7.79M
DELL
Dell Technologies Inc.

Technology
1.96K
New
$71.63 - $125.98 $141K - $247K
1.96K $240K
A
Agilent Technologies, Inc.

Healthcare
1.77K
+ 6.07%
$99.29 - $120.52 $176K - $213K
30.9K $3.65M
COIN
Coinbase Global, Inc.

Technology
684
New
$151.47 - $375.07 $104K - $257K
684 $239K
BWXT
Bwx Technologies, Inc.

Industrials
1.64K
New
$89.24 - $144.06 $146K - $236K
1.64K $236K
FDN
First Tr Fd Dow Jones

ETFs
873
New
$200.29 - $269.33 $175K - $235K
873 $235K
WFC
Wells Fargo & Company

Financial Services
715
+ 3.39%
$60.98 - $80.12 $43.6K - $57.3K
21.8K $1.75M
SOXX
Ishares Semiconductor ETF

ETFs
963
New
$154.86 - $239.07 $149K - $230K
963 $229K
KKR
Kkr & Co. Inc.

Financial Services
1.72K
New
$92.79 - $134.29 $159K - $230K
1.72K $228K
ARCC
Ares Capital Corp

Financial Services
10.3K
New
$18.91 - $22.43 $195K - $231K
10.3K $226K
AMD
Advanced Micro Devices Inc

Technology
483
+ 12.22%
$78.21 - $143.81 $37.8K - $69.5K
4.44K $629K
EW
Edwards Lifesciences Corp

Healthcare
2.83K
New
$67.07 - $78.22 $190K - $221K
2.83K $221K
AN
Autonation, Inc.

Consumer Cyclical
1.12K
New
$155.71 - $201.03 $174K - $224K
1.12K $221K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
5.61K
New
$32.08 - $39.57 $180K - $222K
5.61K $221K
MLM
Martin Marietta Materials Inc

Basic Materials
401
New
$452.51 - $568.19 $181K - $228K
401 $220K
EWA
Ishares Msci Australia ETF

ETFs
8.35K
New
$20.82 - $26.71 $174K - $223K
8.35K $219K
SNOW
Snowflake Inc.

Technology
149
+ 6.25%
$130.53 - $223.77 $19.4K - $33.3K
2.53K $567K
VEU
Vanguard Ftse All World Ex Us

ETFs
204
+ 0.67%
$54.19 - $67.22 $11.1K - $13.7K
30.6K $2.06M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.5K
New
$60.61 - $87.72 $152K - $219K
2.5K $212K
PWR
Quanta Services, Inc.

Industrials
563
New
$239.47 - $381.26 $135K - $215K
563 $212K
VRT
Vertiv Holdings CO

Industrials
2.44K
New
N/A
2.44K $211K
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.03K
New
$99.97 - $129.69 $203K - $263K
2.03K $211K
KEYS
Keysight Technologies, Inc.

Technology
1.27K
New
$127.02 - $165.4 $161K - $210K
1.27K $208K
SDG
Ishares Trust Ishares Msci Glo

ETFs
2.3K
+ 25.0%
$65.66 - $77.49 $151K - $178K
11.5K $872K
IDU
Ishares Tr U S Utils ETF

ETFs
1.97K
New
$93.98 - $106.11 $185K - $209K
1.97K $206K
AZN
Astrazeneca PLC

Healthcare
2.92K
New
$64.87 - $75.0 $190K - $219K
2.92K $204K
MU
Micron Technology Inc

Technology
472
+ 11.79%
$64.72 - $127.91 $30.5K - $60.4K
4.48K $551K
OTIS
Otis Worldwide Corp

Industrials
4.82K
+ 7.35%
$90.88 - $104.3 $438K - $503K
70.5K $6.98M
UCBI
United Community Banks Inc

Financial Services
6.95K
New
N/A
6.95K $203K
PTC
Ptc Inc.

Technology
1.18K
New
$136.74 - $173.24 $161K - $205K
1.18K $203K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.36K
+ 0.6%
$77.74 - $78.78 $106K - $107K
227K $17.9M
IRM
Iron Mountain Inc

Real Estate
1.95K
New
$76.93 - $105.25 $150K - $205K
1.95K $200K
LOGI
Logitech International S.A.

Technology
55
+ 0.16%
$65.57 - $90.16 $3.61K - $4.96K
33.9K $3.05M
IGV
Ishares Expanded Tech Software

ETFs
172
+ 1.95%
$80.15 - $109.5 $13.8K - $18.8K
8.99K $984K
MGV
Vanguard Mega Cap Value

ETFs
151
+ 0.2%
$114.87 - $131.25 $17.3K - $19.8K
75.5K $9.9M
VOX
Vanguard Communication Service

ETFs
699
+ 20.57%
$133.12 - $171.03 $93.1K - $120K
4.1K $700K
SAP
Sap Se

Technology
164
+ 4.26%
$237.53 - $309.8 $39K - $50.8K
4.02K $1.22M
UBER
Uber Technologies, Inc

Technology
712
+ 12.27%
$64.62 - $93.3 $46K - $66.4K
6.52K $608K
CCJ
Cameco Corp

Energy
50
+ 0.92%
$36.68 - $74.46 $1.83K - $3.72K
5.48K $406K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
236
+ 6.54%
$376.48 - $440.65 $88.8K - $104K
3.84K $1.69M
RY
Royal Bank Of Canada

Financial Services
154
+ 1.89%
$108.36 - $131.55 $16.7K - $20.3K
8.3K $1.09M
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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