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
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
304
+ 8.91%
$62.73 - $78.42 $19.1K - $23.8K
3.71K $287K
IXUS
Ishares Tr

ETFs
231
+ 5.89%
$62.37 - $77.63 $14.4K - $17.9K
4.16K $321K
ITW
Illinois Tool Works Inc

Industrials
204
+ 3.91%
$218.41 - $252.43 $44.6K - $51.5K
5.42K $1.34M
IYF
Ishares Tr

ETFs
25
+ 0.48%
$99.23 - $120.99 $2.48K - $3.02K
5.24K $633K
VTWG
Vanguard Russell 2000 Growth E

ETFs
3
+ 0.15%
$163.6 - $208.47 $491 - $625
2.02K $420K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.02%
$162.65 - $188.71 $325 - $377
9.32K $1.76M
XLF
Financial Sector Spdr

ETFs
227
+ 2.0%
$43.92 - $52.37 $9.97K - $11.9K
11.6K $607K
T
At&T Inc.

Communication Services
140
+ 0.25%
$26.33 - $28.94 $3.69K - $4.05K
55.6K $1.61M
BK
Bank Of New York Mellon Corp

Financial Services
29
+ 0.56%
$73.31 - $91.62 $2.13K - $2.66K
5.24K $476K
WMB
Williams Companies, Inc.

Energy
341
+ 5.94%
$54.33 - $62.87 $18.5K - $21.4K
6.08K $381K
DFSD
Dimensional ETF Tr Short Durat

ETFs
445
+ 1.37%
$47.09 - $48.01 $21K - $21.4K
32.9K $1.58M
XLY
Select Sector Spdr Consumer Di

ETFs
32
+ 2.16%
$176.34 - $218.59 $5.64K - $6.99K
1.51K $328K
TRV
Travelers Companies, Inc.

Financial Services
109
+ 4.94%
$233.83 - $276.34 $25.5K - $30.1K
2.32K $619K
INMB
Inmune Bio, Inc.

Healthcare
15.5K
New
$2.31 - $8.26 $35.7K - $128K
15.5K $35K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
361
+ 15.28%
$85.42 - $94.39 $30.8K - $34.1K
2.72K $255K
VAW
Vanguard Materials ETF

ETFs
4
+ 0.07%
$163.82 - $196.64 $655 - $787
5.56K $1.08M
CI
Cigna Corp

Healthcare
93
+ 5.78%
$301.89 - $340.04 $28.1K - $31.6K
1.7K $562K
AMT
American Tower Corp

Real Estate
121
+ 6.23%
$203.96 - $228.19 $24.7K - $27.6K
2.06K $455K
JPIE
J P Morgan Exchange Traded Fd
453
+ 0.95%
$45.12 - $46.32 $20.4K - $21K
48.1K $2.23M
RDNT
Rad Net, Inc.

Healthcare
2
+ 0.05%
$47.36 - $61.14 $94.7 - $122
4.38K $249K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
445
+ 2.52%
$35.3 - $37.51 $15.7K - $16.7K
18.1K $680K
ROL
Rollins Inc

Consumer Cyclical
54
+ 0.62%
$50.65 - $58.58 $2.74K - $3.16K
8.81K $497K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
70
+ 0.9%
$45.88 - $54.4 $3.21K - $3.81K
7.86K $427K
PEG
Public Service Enterprise Group Inc

Utilities
1
+ 0.01%
$77.13 - $84.18 $77.1 - $84.2
11.9K $998K
IBB
Ishares Biotechnology ETF

ETFs
249
+ 4.15%
$112.02 - $129.0 $27.9K - $32.1K
6.26K $791K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
11
+ 0.32%
$65.84 - $80.81 $724 - $889
3.47K $277K
TJX
Tjx Companies Inc

Consumer Cyclical
29
+ 0.28%
$119.13 - $135.03 $3.45K - $3.92K
10.3K $1.27M
D
Dominion Energy, Inc

Utilities
256
+ 2.71%
$49.66 - $58.0 $12.7K - $14.8K
9.69K $547K
SPG
Simon Property Group Inc

Real Estate
168
+ 7.27%
$140.37 - $171.44 $23.6K - $28.8K
2.48K $398K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
20.2K
+ 196.35%
$0.54 - $0.87 $10.9K - $17.6K
30.5K $21K
ES
Eversource Energy

Utilities
57
+ 0.94%
$54.25 - $65.89 $3.09K - $3.76K
6.12K $389K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
567
+ 3.13%
$10.79 - $14.14 $6.12K - $8.02K
18.7K $256K
UNP
Union Pacific Corp

Industrials
352
+ 2.99%
$208.27 - $238.46 $73.3K - $83.9K
12.1K $2.79M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
65
+ 1.35%
$121.58 - $136.74 $7.9K - $8.89K
4.88K $662K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
166
+ 1.23%
$15.13 - $16.84 $2.51K - $2.8K
13.6K $229K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
153
+ 1.23%
$17.61 - $19.8 $2.69K - $3.03K
12.6K $248K
GILD
Gilead Sciences, Inc.

Healthcare
112
+ 2.56%
$96.91 - $113.0 $10.9K - $12.7K
4.48K $496K
ABC
Amerisourcebergen Corp

Healthcare
26
+ 2.61%
N/A
1.02K $189K
VGSH
Vanguard

ETFs
70
+ 0.71%
$58.32 - $58.95 $4.08K - $4.13K
9.94K $584K
TLRY
Tilray Brands, Inc.

Healthcare
11K
New
$0.36 - $0.65 $3.94K - $7.12K
11K $4K
NNDM
Nano Dimension Ltd.

Technology
2K
+ 15.38%
$1.38 - $1.65 $2.76K - $3.3K
15K $24K
BIGZ
Black Rock Innovation & Growth Trust
674
+ 3.02%
N/A
23K $151K
O
Realty Income Corp

Real Estate
100
+ 2.28%
$52.27 - $58.52 $5.23K - $5.85K
4.48K $258K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
15
+ 0.03%
$46.41 - $47.7 $696 - $716
50.5K $2.4M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
227
+ 1.69%
$3.84 - $4.48 $872 - $1.02K
13.7K $59K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
28
+ 0.19%
$21.55 - $22.2 $603 - $622
15K $331K
VLY
Valley National Bancorp

Financial Services
3
+ 0.02%
$7.87 - $9.2 $23.6 - $27.6
14.5K $129K
DFSI
Dimensional ETF Tr Dimen Intl
40
+ 0.19%
N/A
21K $0
DFSB
Dimensional ETF Tr Dimensional
9
+ 0.07%
N/A
13.2K $0
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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