Modera Wealth Management, LLC Purchases in Q3 2024

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
10.7K
+ 23.05%
$18.21 - $22.28 $194K - $237K
56.9K $1.25M
AVTR
Avantor, Inc.

Basic Materials
219
+ 0.29%
$20.58 - $27.7 $4.51K - $6.07K
76K $1.96M
FC
Franklin Covey CO

Industrials
8.57K
New
$36.88 - $43.71 $316K - $374K
8.57K $352K
ETN
Eaton Corp PLC

Industrials
928
+ 38.13%
$272.52 - $333.02 $253K - $309K
3.36K $1.11M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
15K
New
$21.35 - $22.73 $320K - $341K
15K $337K
DGRO
Ishares Core Dividend Growth E

ETFs
4.89K
+ 88.66%
$57.47 - $62.76 $281K - $307K
10.4K $651K
FCX
Freeport Mcmoran Inc

Basic Materials
6.43K
New
$39.52 - $51.92 $254K - $334K
6.43K $320K
TMUS
T Mobile Us, Inc.

Communication Services
1.53K
New
$175.14 - $206.36 $267K - $315K
1.53K $315K
EFG
Msci Eafe Growth ETF

ETFs
2.91K
New
$96.84 - $108.77 $282K - $317K
2.91K $313K
RDNT
Rad Net, Inc.

Healthcare
4.51K
New
$55.28 - $71.1 $249K - $321K
4.51K $312K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
634
+ 0.71%
$19.78 - $23.53 $12.5K - $14.9K
89.7K $2.08M
CMI
Cummins Inc

Industrials
700
+ 48.14%
$266.63 - $326.4 $187K - $228K
2.15K $696K
CEG
Constellation Energy Corp

Utilities
656
+ 38.07%
$167.08 - $262.86 $110K - $172K
2.38K $618K
TMO
Thermo Fisher Scientific Inc.

Healthcare
32
+ 0.83%
$531.86 - $624.21 $17K - $20K
3.87K $2.39M
CCJ
Cameco Corp

Energy
5.43K
New
$36.9 - $53.72 $200K - $292K
5.43K $259K
MELI
Mercadolibre Inc

Consumer Cyclical
124
New
$1591.44 - $2140.1 $197K - $265K
124 $254K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.1K
+ 8.06%
$25.45 - $29.53 $104K - $121K
55K $1.6M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.22K
New
$52.1 - $59.66 $220K - $252K
4.22K $250K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11K
New
$21.96 - $22.69 $242K - $251K
11K $249K
NOW
Service Now, Inc.

Technology
273
New
$730.87 - $937.36 $200K - $256K
273 $244K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.9K
New
$36.02 - $41.68 $213K - $246K
5.9K $243K
SLB
Schlumberger Limited

Energy
5.59K
New
$39.57 - $49.67 $221K - $278K
5.59K $234K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
4.26K
+ 17.3%
$47.01 - $48.2 $200K - $206K
28.9K $1.39M
IRM
Iron Mountain Inc

Real Estate
1.93K
New
$89.69 - $119.32 $173K - $230K
1.93K $229K
PTC
Ptc Inc.

Technology
1.25K
New
$164.85 - $187.32 $206K - $234K
1.25K $226K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.12K
New
$72.18 - $107.33 $153K - $228K
2.12K $225K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.66K
New
$33.89 - $41.64 $192K - $236K
5.66K $225K
WELL
Welltower Inc.

Real Estate
1.75K
New
$104.0 - $129.74 $181K - $226K
1.75K $223K
NUSC
Nuveen Esg Small Cap ETF

ETFs
910
+ 1.74%
$38.89 - $42.97 $35.4K - $39.1K
53.3K $2.28M
WPC
W. P. Carey Inc.

Real Estate
3.58K
New
$54.63 - $63.96 $196K - $229K
3.58K $223K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 0.36%
$3305.62 - $4268.05 $9.92K - $12.8K
835 $3.52M
EMN
Eastman Chemical CO

Basic Materials
1.98K
New
$93.82 - $113.74 $186K - $225K
1.98K $221K
MET
Metlife Inc

Financial Services
2.67K
New
$67.96 - $82.48 $181K - $220K
2.67K $220K
WTW
Willis Towers Watson PLC

Financial Services
746
New
$257.34 - $294.53 $192K - $220K
746 $219K
EWA
Ishares Msci Australia ETF

ETFs
8.08K
New
$23.21 - $27.11 $188K - $219K
8.08K $219K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
5.5K
+ 42.97%
$30.27 - $34.42 $166K - $189K
18.3K $624K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.82K
New
$114.73 - $120.23 $209K - $219K
1.82K $217K
VDC
Vanguard Consumer Staples ETF

ETFs
992
New
$201.77 - $221.32 $200K - $220K
992 $216K
MOD
Modine Manufacturing CO

Consumer Cyclical
1.61K
New
$94.6 - $133.72 $153K - $216K
1.61K $214K
HES
Hess Corp

Energy
1.57K
New
$126.3 - $155.44 $198K - $244K
1.57K $213K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
4.87K
New
$39.66 - $43.57 $193K - $212K
4.87K $212K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
395
+ 2.86%
$127.29 - $141.5 $50.3K - $55.9K
14.2K $1.98M
STZ
Constellation Brands, Inc.

Consumer Defensive
804
New
$236.42 - $259.82 $190K - $209K
804 $207K
KHC
Kraft Heinz CO

Consumer Defensive
5.91K
New
$31.86 - $36.13 $188K - $213K
5.91K $207K
AWR
American States Water CO

Utilities
2.5K
New
$71.55 - $85.38 $179K - $213K
2.5K $207K
MO
Altria Group, Inc.

Consumer Defensive
1.95K
+ 10.01%
$45.95 - $54.71 $89.7K - $107K
21.5K $1.1M
LUV
Southwest Airlines CO

Industrials
6.98K
New
$23.7 - $29.93 $165K - $209K
6.98K $206K
UCBI
United Community Banks Inc

Financial Services
7.01K
New
$24.56 - $31.51 $172K - $221K
7.01K $205K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
5.61K
New
$33.08 - $36.65 $185K - $205K
5.61K $204K
Activity Summary
Buys All Purchases 308 New Holdings 53 Increased Positions 255 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 0
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