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
PFF
Ishares Trust Ishares Pfd And

ETFs
4K
+ 32.86%
$30.67 - $32.13 $123K - $129K
16.2K $511K
AZO
Autozone Inc

Consumer Cyclical
13
+ 9.22%
$3649.42 - $4354.54 $47.4K - $56.6K
154 $660K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
30
+ 0.94%
$393.18 - $439.39 $11.8K - $13.2K
3.21K $1.4M
IYW
Ishares Dj Us Tech ETF

ETFs
236
+ 5.95%
$171.38 - $197.01 $40.4K - $46.5K
4.2K $823K
IXUS
Ishares Tr

ETFs
1.33K
+ 32.11%
$76.35 - $82.58 $102K - $110K
5.49K $453K
RY
Royal Bank Of Canada

Financial Services
1
+ 0.01%
$128.46 - $148.6 $128 - $149
8.31K $1.22M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
20
+ 0.27%
$236.25 - $257.69 $4.73K - $5.15K
7.32K $1.88M
WBD
Warner Bros. Discovery, Inc.

Communication Services
939
+ 7.97%
$10.78 - $19.82 $10.1K - $18.6K
12.7K $248K
PRF
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.02%
$42.04 - $45.23 $252 - $271
38.3K $1.73M
FNDA
Schwab Fundamental U S Small C

ETFs
2.03K
+ 10.66%
$28.75 - $31.93 $58.4K - $64.9K
21.1K $657K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1.37K
+ 32.14%
$79.9 - $92.0 $110K - $126K
5.64K $450K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1
+ 0.01%
$187.97 - $199.47 $188 - $199
9.32K $1.86M
T
At&T Inc.

Communication Services
4.79K
+ 8.62%
$26.94 - $29.62 $129K - $142K
60.4K $1.71M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
46
+ 1.19%
$225.11 - $247.9 $10.4K - $11.4K
3.92K $968K
AOK
Ishares Tr Core Conservative A

ETFs
1.74K
+ 10.51%
$38.64 - $40.17 $67.2K - $69.8K
18.3K $733K
AOR
Ishares Tr Core Growth Allocat

ETFs
810
+ 6.91%
$60.99 - $64.39 $49.4K - $52.2K
12.5K $807K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
802
+ 11.5%
$100.37 - $100.74 $80.5K - $80.8K
7.78K $783K
ENB
Enbridge Inc

Energy
319
+ 2.61%
$43.79 - $50.46 $14K - $16.1K
12.6K $633K
CSX
Csx Corp

Industrials
96
+ 0.37%
$32.05 - $36.52 $3.08K - $3.51K
26K $924K
BWXT
Bwx Technologies, Inc.

Industrials
30
+ 1.83%
$136.45 - $184.37 $4.09K - $5.53K
1.67K $307K
QUAL
Ishares Msci Usa Quality Facto

ETFs
27
+ 0.48%
$182.33 - $194.5 $4.92K - $5.25K
5.67K $1.1M
FLEX
Flex Ltd.

Technology
231
+ 3.41%
$48.49 - $59.33 $11.2K - $13.7K
7.01K $406K
TRV
Travelers Companies, Inc.

Financial Services
132
+ 5.7%
$250.62 - $279.43 $33.1K - $36.9K
2.45K $683K
MDLZ
Mondelez International, Inc.

Consumer Defensive
7.67K
+ 9.14%
$60.9 - $70.75 $467K - $543K
91.6K $5.72M
VONE
Vanguard Russell 1000 ETF

ETFs
29
+ 1.25%
$280.68 - $303.97 $8.14K - $8.82K
2.35K $709K
VOT
Vanguard Mid Cap Growth Index

ETFs
102
+ 3.42%
$282.75 - $294.19 $28.8K - $30K
3.08K $905K
FNDF
Schwab Fundamental Intl Large

ETFs
55
+ 0.31%
$39.84 - $43.15 $2.19K - $2.37K
17.8K $764K
WELL
Welltower Inc.

Real Estate
60
+ 3.43%
$150.71 - $178.14 $9.04K - $10.7K
1.81K $321K
VTWG
Vanguard Russell 2000 Growth E

ETFs
3
+ 0.15%
$208.02 - $237.84 $624 - $714
2.02K $472K
VDE
Vanguard Energy ETF

ETFs
94
+ 1.58%
$118.37 - $129.65 $11.1K - $12.2K
6.03K $758K
KEYS
Keysight Technologies, Inc.

Technology
176
+ 13.85%
$158.51 - $178.15 $27.9K - $31.4K
1.45K $253K
TIP
Ishares Tr Tips Bd ETF

ETFs
19
+ 0.05%
$109.11 - $111.88 $2.07K - $2.13K
35.7K $3.97M
SOXX
Ishares Semiconductor ETF

ETFs
40
+ 4.15%
$236.93 - $271.12 $9.48K - $10.8K
1K $271K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
152
+ 0.17%
$20.76 - $21.78 $3.16K - $3.31K
88.7K $1.91M
ADM
Archer Daniels Midland CO

Consumer Defensive
100
+ 2.15%
$53.54 - $64.21 $5.35K - $6.42K
4.76K $284K
NVS
Novartis Ag

Healthcare
2
+ 0.04%
$113.5 - $129.73 $227 - $259
5.26K $674K
CEG
Constellation Energy Corp

Utilities
71
+ 3.26%
$298.82 - $354.89 $21.2K - $25.2K
2.25K $739K
PTC
Ptc Inc.

Technology
4
+ 0.34%
$173.07 - $216.53 $692 - $866
1.19K $240K
YUM
Yum Brands Inc

Consumer Cyclical
111
+ 2.29%
$139.5 - $153.94 $15.5K - $17.1K
4.95K $752K
MLM
Martin Marietta Materials Inc

Basic Materials
2
+ 0.5%
$546.36 - $631.12 $1.09K - $1.26K
403 $254K
FDN
First Tr Fd Dow Jones

ETFs
91
+ 10.42%
$264.06 - $287.34 $24K - $26.1K
964 $269K
WTW
Willis Towers Watson PLC

Financial Services
17
+ 2.46%
$301.83 - $345.45 $5.13K - $5.87K
707 $244K
ALL
Allstate Corp

Financial Services
16
+ 0.72%
$192.0 - $214.65 $3.07K - $3.43K
2.24K $481K
RPM
Rpm International Inc

Basic Materials
1
+ 0.03%
$110.07 - $128.23 $110 - $128
3.74K $440K
IEF
Ishares Barclays

ETFs
2
+ 0.0%
$93.91 - $97.26 $188 - $195
43.9K $4.24M
BCS
Barclays PLC

Financial Services
342
+ 3.07%
$17.88 - $21.05 $6.11K - $7.2K
11.5K $237K
MMM
3 M CO

Industrials
15
+ 0.19%
$144.41 - $160.2 $2.17K - $2.4K
8.08K $1.25M
DGS
Wisdomtree Emerging Markets Sm

ETFs
8
+ 0.06%
$54.85 - $58.99 $439 - $472
13.3K $760K
MDT
Medtronic PLC

Healthcare
19
+ 0.69%
$87.67 - $95.74 $1.67K - $1.82K
2.77K $264K
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
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email