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
Dimensional ETF Trust
3.44K
+ 1.72%
N/A
204K $0
Dimensional ETF Trust
2.45K
+ 1.42%
N/A
175K $0
Linde PLC
153
+ 13.9%
N/A
1.25K $0
Dimensional ETF Trust
5.28K
New
N/A
5.28K $0
Dimensional ETF Trust
83
+ 0.23%
N/A
36.9K $0
Arista Networks Inc
153
+ 2.15%
N/A
7.27K $0
Dimensional ETF Trust
8.7K
+ 34.39%
N/A
34K $0
Manager Directed Portfolios
325
+ 0.48%
N/A
68.2K $0
Cea Industries Inc
20K
New
N/A
20K $0
Canadian Pacific Kansas City
2.69K
New
N/A
2.69K $0
Ginkgo Bioworks Holdings Inc
21.8K
New
N/A
21.8K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
5.75K
New
N/A
5.75K $0
Fidelity Covington Trust
8
+ 0.05%
N/A
16.6K $0
Veralto Corp
2.04K
New
N/A
2.04K $0
EPD
Enterprise Products Partners L.P.

Energy
1.77K
+ 10.01%
$28.95 - $34.22 $51.2K - $60.5K
19.4K $602K
Ishares Bitcoin Trust ETF
220
+ 1.58%
N/A
14.2K $0
Nuveen Churchill Direct Lend
587
+ 3.47%
N/A
17.5K $0
ALCC
Alt C Acquisition Corp.

Financial Services
7.75K
New
N/A
7.75K $0
Labcorp Holdings Inc
28
+ 1.91%
N/A
1.5K $0
NUV
Nuveen Municipal Value Fund Inc

Financial Services
49
+ 0.28%
$8.43 - $8.77 $413 - $430
17.4K $150K
DFAR
Dimensional ETF Tr Dimensional

ETFs
44
+ 0.29%
$20.99 - $23.93 $924 - $1.05K
15.1K $354K
ODFL
Old Dominion Freight Line, Inc.

Industrials
14
+ 0.51%
$146.74 - $176.07 $2.05K - $2.46K
2.75K $446K
AZO
Autozone Inc

Consumer Cyclical
2
+ 1.44%
$3478.38 - $3880.15 $6.96K - $7.76K
141 $523K
ALL
Allstate Corp

Financial Services
21
+ 0.95%
$180.53 - $212.64 $3.79K - $4.47K
2.23K $448K
HUM
Humana Inc

Healthcare
32
+ 3.68%
$224.93 - $295.04 $7.2K - $9.44K
901 $220K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
27
+ 0.57%
$50.47 - $54.75 $1.36K - $1.48K
4.76K $249K
DEO
Diageo PLC

Consumer Defensive
188
+ 2.49%
$99.86 - $115.75 $18.8K - $21.8K
7.74K $780K
BLDR
Builders First Source, Inc.

Industrials
1
+ 0.05%
$105.63 - $131.12 $106 - $131
2.12K $247K
BP
Bp PLC

Energy
415
+ 4.81%
$26.11 - $33.81 $10.8K - $14K
9.05K $270K
ZTS
Zoetis Inc.

Healthcare
1.58K
+ 5.11%
$144.41 - $170.3 $228K - $269K
32.5K $5.06M
PRU
Prudential Financial Inc

Financial Services
293
+ 2.29%
$95.12 - $112.71 $27.9K - $33K
13.1K $1.41M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
177
+ 4.1%
$41.37 - $53.28 $7.32K - $9.43K
4.49K $200K
MSI
Motorola Solutions, Inc.

Technology
56
+ 1.99%
$394.72 - $440.39 $22.1K - $24.7K
2.87K $1.21M
VHT
Vanguard Health Care ETF

ETFs
150
+ 3.85%
$236.71 - $261.92 $35.5K - $39.3K
4.05K $1.01M
KMB
Kimberly Clark Corp

Consumer Defensive
282
+ 5.91%
$126.84 - $145.22 $35.8K - $41K
5.05K $651K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
101
+ 8.66%
$225.56 - $335.19 $22.8K - $33.9K
1.27K $301K
MCD
Mcdonalds Corp

Consumer Cyclical
1.95K
+ 6.57%
$285.55 - $321.23 $555K - $625K
31.6K $9.22M
AJG
Arthur J. Gallagher & Co.

Financial Services
20
+ 1.33%
$310.86 - $348.77 $6.22K - $6.98K
1.53K $488K
XLE
Energy Sector Spdr

ETFs
159
+ 2.75%
$76.44 - $94.13 $12.2K - $15K
5.94K $504K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4
+ 0.01%
$12.21 - $13.9 $48.8 - $55.6
65.2K $849K
YUM
Yum Brands Inc

Consumer Cyclical
17
+ 0.35%
$138.36 - $161.45 $2.35K - $2.74K
4.84K $717K
DHR
Danaher Corp

Healthcare
26
+ 0.38%
$174.64 - $205.16 $4.54K - $5.33K
6.85K $1.35M
OXY
Occidental Petroleum Corp

Energy
978
+ 7.77%
$36.11 - $49.33 $35.3K - $48.2K
13.6K $569K
NOC
Northrop Grumman Corp

Industrials
86
+ 1.09%
$456.3 - $540.39 $39.2K - $46.5K
7.97K $3.99M
VDE
Vanguard Energy ETF

ETFs
28
+ 0.47%
$105.87 - $130.56 $2.96K - $3.66K
5.93K $706K
WSO
Watsco Inc

Industrials
11
+ 0.94%
$421.84 - $520.66 $4.64K - $5.73K
1.18K $521K
COP
Conocophillips

Energy
957
+ 9.12%
$82.66 - $106.1 $79.1K - $102K
11.5K $1.03M
GIS
General Mills Inc

Consumer Defensive
130
+ 0.89%
$50.37 - $60.97 $6.55K - $7.93K
14.7K $761K
BDX
Becton Dickinson & CO

Healthcare
63
+ 1.27%
$165.15 - $226.42 $10.4K - $14.3K
5.04K $868K
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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