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
MAR
Marriott International Inc

Consumer Cyclical
26
+ 0.56%
$211.12 - $274.14 $5.49K - $7.13K
4.71K $1.29M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.48K
+ 25.31%
$45.2 - $46.6 $157K - $162K
17.2K $798K
IYJ
Ishares Tr

ETFs
676
+ 13.69%
$115.07 - $142.31 $77.8K - $96.2K
5.61K $798K
QCOM
Qualcomm Inc

Technology
402
+ 2.62%
$124.66 - $159.48 $50.1K - $64.1K
15.8K $2.51M
NUE
Nucor Corp

Basic Materials
462
+ 4.88%
$103.22 - $131.43 $47.7K - $60.7K
9.93K $1.29M
SCHV
Schwab Strategic Tr Us Large C

ETFs
404
+ 0.34%
$23.55 - $27.67 $9.51K - $11.2K
121K $3.34M
AMP
Ameriprise Financial Inc

Financial Services
160
+ 14.48%
$422.19 - $533.73 $67.6K - $85.4K
1.27K $675K
VZ
Verizon Communications Inc

Communication Services
4.22K
+ 21.44%
$41.67 - $45.62 $176K - $193K
23.9K $1.03M
TMUS
T Mobile Us, Inc.

Communication Services
706
+ 62.81%
$220.99 - $268.54 $156K - $190K
1.83K $436K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.39%
$171.4 - $227.1 $2.57K - $3.41K
3.87K $879K
TT
Trane Technologies PLC

Industrials
98
+ 10.75%
$315.21 - $437.41 $30.9K - $42.9K
1.01K $441K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.78K
+ 21.26%
$24.32 - $27.87 $165K - $189K
38.6K $1.02M
SLV
I Shares Silver Trust

ETFs
3.48K
+ 46.95%
$27.08 - $33.74 $94.3K - $117K
10.9K $357K
JNK
Spdr Bloomberg High Yield Bond

ETFs
744
+ 2.68%
$91.23 - $97.27 $67.9K - $72.4K
28.5K $2.77M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
69
+ 0.14%
$66.87 - $79.47 $4.61K - $5.48K
50.5K $4.01M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
5.93K
+ 12.04%
$24.14 - $25.43 $143K - $151K
55.2K $1.37M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
28
+ 0.09%
$103.88 - $123.68 $2.91K - $3.46K
30.5K $3.77M
MELI
Mercadolibre Inc

Consumer Cyclical
12
+ 9.02%
$1794.73 - $2613.63 $21.5K - $31.4K
145 $378K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.92K
+ 4.49%
$49.57 - $50.27 $95.3K - $96.6K
44.7K $2.25M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.02K
+ 27.96%
$51.14 - $57.0 $103K - $115K
9.24K $525K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
6.69K
+ 6.74%
$32.56 - $35.71 $218K - $239K
106K $3.51M
MSCI
Msci Inc.

Financial Services
11
+ 0.13%
$506.56 - $576.74 $5.57K - $6.34K
8.64K $4.98M
C
Citigroup Inc

Financial Services
11
+ 0.16%
$58.13 - $85.12 $639 - $936
6.94K $590K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
11K
New
$7.42 - $8.86 $81.6K - $97.5K
11K $97K
VXF
Vanguard Extended Market ETF

ETFs
259
+ 11.24%
$150.43 - $192.71 $39K - $49.9K
2.56K $494K
AOR
Ishares Tr Core Growth Allocat

ETFs
853
+ 7.85%
$53.36 - $61.57 $45.5K - $52.5K
11.7K $721K
JBLU
Jetblue Airways Corp

Industrials
22K
New
$3.43 - $5.42 $75.6K - $120K
22K $93K
DGS
Wisdomtree Emerging Markets Sm

ETFs
5
+ 0.04%
$43.34 - $55.24 $217 - $276
13.3K $735K
SHOP
Shopify Inc.

Technology
389
+ 16.99%
$76.89 - $115.35 $29.9K - $44.9K
2.68K $308K
EMB
Ishares Tr

ETFs
61
+ 0.16%
$86.54 - $92.62 $5.28K - $5.65K
39.3K $3.64M
NOW
Service Now, Inc.

Technology
18
+ 6.55%
$721.65 - $1040.18 $13K - $18.7K
293 $301K
NEE
Nextera Energy Inc

Utilities
1.99K
+ 4.82%
$64.11 - $75.0 $127K - $149K
43.2K $3M
OKE
Oneok Inc

Energy
1.73K
+ 46.54%
$78.71 - $100.37 $136K - $174K
5.44K $444K
DG
Dollar General Corp

Consumer Defensive
24
+ 0.87%
$86.02 - $114.95 $2.06K - $2.76K
2.78K $317K
ADBE
Adobe Inc.

Technology
3
+ 0.01%
$340.0 - $420.68 $1.02K - $1.26K
21.5K $8.31M
AOA
Ishares Tr Core Aggressive All

ETFs
289
+ 4.17%
$69.46 - $83.4 $20.1K - $24.1K
7.22K $602K
TLT
Ishares Barclays 20+ Year Trea

ETFs
901
+ 33.09%
$83.97 - $92.85 $75.7K - $83.7K
3.62K $319K
RL
Ralph Lauren Corp

Consumer Cyclical
56
+ 5.76%
$182.34 - $286.22 $10.2K - $16K
1.03K $281K
KMI
Kinder Morgan, Inc.

Energy
490
+ 0.86%
$25.21 - $29.4 $12.4K - $14.4K
57.4K $1.69M
DUK
Duke Energy Corp

Utilities
1.23K
+ 5.96%
$112.46 - $124.05 $139K - $153K
21.9K $2.59M
NTRA
Natera, Inc.

Healthcare
18
+ 0.83%
$132.23 - $171.87 $2.38K - $3.09K
2.19K $369K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.04K
+ 20.16%
$29.0 - $30.68 $59.2K - $62.6K
12.2K $373K
EBAY
Ebay Inc

Consumer Cyclical
3
+ 0.03%
$59.52 - $79.36 $179 - $238
9.18K $683K
STT
State Street Corp

Financial Services
70
+ 2.23%
$75.33 - $106.34 $5.27K - $7.44K
3.21K $341K
VRSN
Verisign Inc

Technology
1
+ 0.06%
$234.49 - $288.8 $234 - $289
1.69K $487K
FITB
Fifth Third Bancorp

Financial Services
1K
+ 12.54%
$33.32 - $41.51 $33.4K - $41.6K
9K $370K
SHEL
Shell PLC

Energy
982
+ 16.99%
$59.75 - $73.05 $58.7K - $71.7K
6.76K $476K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2
+ 0.05%
$57.46 - $75.58 $115 - $151
4.23K $319K
UAL
United Airlines Holdings, Inc.

Industrials
36
+ 0.78%
$56.15 - $84.23 $2.02K - $3.03K
4.68K $372K
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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