Modera Wealth Management, LLC Purchases in Q1 2025

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
32.5K
+ 19.41%
N/A
200K $0
Atlas Energy Solutions Inc
10.6K
New
N/A
10.6K $0
DFSU
Dimensional ETF Tr Dimen Us Su
800
+ 2.06%
N/A
39.7K $0
Ishares Bitcoin Trust ETF
1.16K
+ 9.05%
N/A
13.9K $0
Manager Directed Portfolios
130
+ 0.19%
N/A
67.9K $0
Fidelity Covington Trust
16.6K
New
N/A
16.6K $0
VUSB
Vanguard Bd Index Fds
101
+ 0.09%
N/A
109K $0
Dimensional ETF Trust
2.53K
+ 11.12%
N/A
25.3K $0
Dimensional ETF Trust
454
+ 1.25%
N/A
36.9K $0
AVGE
American Centy ETF Tr Avantis
1.77K
+ 15.26%
N/A
13.4K $0
DUHP
Dimensional ETF Tr Dimensional

ETFs
310
+ 1.07%
$32.57 - $35.82 $10.1K - $11.1K
29.3K $971K
FITB
Fifth Third Bancorp

Financial Services
350
+ 4.58%
$37.48 - $44.96 $13.1K - $15.7K
8K $313K
BIGZ
Black Rock Innovation & Growth Trust
385
+ 1.76%
$6.4 - $8.25 $2.46K - $3.18K
22.3K $147K
IYJ
Ishares Tr

ETFs
1
+ 0.02%
$127.48 - $142.0 $127 - $142
4.94K $642K
ISRG
Intuitive Surgical Inc

Healthcare
46
+ 3.05%
$476.63 - $610.45 $21.9K - $28.1K
1.55K $769K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
49
+ 2.66%
$166.63 - $185.86 $8.16K - $9.11K
1.89K $314K
IJK
Ishares S&P Midcap 400 Growth

ETFs
605
+ 6.32%
$81.62 - $96.63 $49.4K - $58.5K
10.2K $847K
JOBY
Joby Aviation, Inc.

Industrials
7.61K
+ 21.74%
$5.99 - $10.27 $45.6K - $78.1K
42.6K $256K
QUAL
Ishares Msci Usa Quality Facto

ETFs
50
+ 0.85%
$168.16 - $186.21 $8.41K - $9.31K
5.92K $1.01M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
18
+ 0.33%
$113.22 - $126.36 $2.04K - $2.27K
5.47K $628K
VXF
Vanguard Extended Market ETF

ETFs
26
+ 1.14%
$170.36 - $201.04 $4.43K - $5.23K
2.31K $397K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
130
+ 9.95%
$200.77 - $270.08 $26.1K - $35.1K
1.44K $288K
XLY
Select Sector Spdr Consumer Di

ETFs
8
+ 0.54%
$192.6 - $233.2 $1.54K - $1.87K
1.48K $292K
VTWG
Vanguard Russell 2000 Growth E

ETFs
3
+ 0.15%
$185.73 - $221.19 $557 - $664
2.02K $375K
DOW
Dow Inc.

Basic Materials
1.93K
+ 7.25%
$34.36 - $41.92 $66.3K - $80.9K
28.5K $995K
IYW
Ishares Dj Us Tech ETF

ETFs
23
+ 0.58%
$140.44 - $166.79 $3.23K - $3.84K
4.01K $563K
IGV
Ishares Expanded Tech Software

ETFs
135
+ 1.55%
$88.3 - $107.83 $11.9K - $14.6K
8.82K $785K
GS
Goldman Sachs Group Inc

Financial Services
30
+ 0.72%
$524.81 - $672.19 $15.7K - $20.2K
4.2K $2.3M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
462
+ 1.54%
$117.4 - $131.02 $54.2K - $60.5K
30.5K $3.65M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.92K
+ 0.73%
$49.25 - $50.66 $242K - $249K
682K $33.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
261
+ 0.27%
$21.23 - $23.75 $5.54K - $6.2K
95.8K $2.06M
ASML
Asml Holding Nv

Technology
317
+ 3.03%
$662.63 - $776.99 $210K - $246K
10.8K $7.13M
UAL
United Airlines Holdings, Inc.

Industrials
198
+ 4.46%
$69.05 - $110.52 $13.7K - $21.9K
4.64K $320K
XLK
Technology Sector Spdr

ETFs
336
+ 4.83%
$206.38 - $242.18 $69.3K - $81.4K
7.29K $1.5M
AVUV
American Centy ETF Tr Avantis

ETFs
58
+ 0.46%
$84.95 - $100.62 $4.93K - $5.84K
12.6K $1.09M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.01K
+ 4.66%
$81.1 - $94.7 $82.2K - $96K
22.8K $1.85M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
41
+ 0.08%
$75.47 - $84.24 $3.09K - $3.45K
50.4K $3.89M
MAR
Marriott International Inc

Consumer Cyclical
119
+ 2.61%
$237.01 - $304.45 $28.2K - $36.2K
4.68K $1.11M
A
Agilent Technologies, Inc.

Healthcare
2.22K
+ 8.23%
$116.69 - $152.6 $259K - $338K
29.2K $3.41M
STM
St Microelectronics N.V.

Technology
3.01K
+ 2.29%
$21.64 - $28.22 $65.1K - $84.9K
134K $2.95M
VO
Vanguard Mid Cap ETF

ETFs
230
+ 0.31%
$251.87 - $277.95 $57.9K - $63.9K
75.5K $19.5M
MGC
Vanguard Mega Cap ETF

ETFs
1.85K
+ 2.62%
$199.2 - $222.69 $369K - $412K
72.5K $14.6M
GPN
Global Payments Inc

Industrials
2.33K
+ 4.96%
$92.18 - $113.03 $214K - $263K
49.2K $4.82M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.51K
+ 2.26%
$302.31 - $337.54 $457K - $510K
68.4K $21M
ALGN
Align Technology Inc

Healthcare
481
+ 3.24%
$158.86 - $234.89 $76.4K - $113K
15.3K $2.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39
+ 0.14%
$507.05 - $563.67 $19.8K - $22K
27.4K $14.1M
VGT
Vanguard Information Technolog

ETFs
95
+ 1.03%
$542.38 - $646.34 $51.5K - $61.4K
9.32K $5.05M
ADBE
Adobe Inc.

Technology
356
+ 1.69%
$377.84 - $464.11 $135K - $165K
21.5K $8.24M
CRM
Salesforce, Inc.

Technology
1.03K
+ 3.97%
$268.36 - $359.95 $276K - $370K
26.9K $7.23M
Activity Summary
Buys All Purchases 208 New Holdings 29 Increased Positions 179 Sells All Sells 349 Reductions 349 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