Modera Wealth Management, LLC Incresed Positions in Q3 2025

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
23.6K
+ 1.98%
$433.97 - $484.08 $10.3M - $11.4M
1.22M $585M
AVDV
American Centy ETF Tr Avantis

ETFs
165K
+ 9.13%
$79.24 - $89.03 $13.1M - $14.7M
1.98M $176M
VTV
Vanguard Value ETF

ETFs
51.3K
+ 3.11%
$175.51 - $186.57 $9M - $9.57M
1.7M $317M
IEFA
Ishares Tr

ETFs
88.1K
+ 2.55%
$81.7 - $87.53 $7.2M - $7.71M
3.54M $309M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.87K
+ 2.19%
$420.11 - $472.68 $2.47M - $2.78M
274K $128M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
109K
+ 5.39%
$102.4 - $103.88 $11.2M - $11.4M
2.14M $221M
AVUS
American Centy ETF Tr Avantis

ETFs
16.4K
+ 1.62%
$101.2 - $109.16 $1.66M - $1.79M
1.03M $112M
VIG
Vanguard Dividend Appreciation

ETFs
48K
+ 3.1%
N/A
1.6M $291M
DFSV
Dimensional ETF Tr Dimensional

ETFs
81.6K
+ 3.32%
$29.2 - $32.74 $2.38M - $2.67M
2.54M $80.9M
DIHP
Dimensional ETF Tr Dimensional

ETFs
213K
+ 17.1%
$28.69 - $30.59 $6.11M - $6.51M
1.46M $44.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.93K
+ 2.04%
$617.65 - $666.84 $1.19M - $1.29M
96.4K $64.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
674
+ 0.14%
$108.08 - $121.73 $72.8K - $82K
493K $59.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.65K
+ 6.02%
$567.77 - $614.76 $934K - $1.01M
29K $17.7M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 10.0%
$692600.0 - $759798.0 $1.39M - $1.52M
22 $16.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
93
+ 0.14%
$339.37 - $366.46 $31.6K - $34.1K
68.4K $25M
PLTR
Palantir Technologies Inc.

Technology
5.98K
+ 42.82%
$130.68 - $186.97 $782K - $1.12M
20K $3.64M
PEP
Pepsico Inc

Consumer Defensive
2.16K
+ 1.45%
$133.81 - $152.16 $290K - $329K
151K $21.2M
REET
Ishares Global Reit ETF

ETFs
13.6K
+ 1.15%
$24.45 - $25.91 $333K - $353K
1.2M $30.5M
IQV
Iqvia Holdings Inc.

Healthcare
4.24K
+ 42.12%
$157.68 - $200.82 $669K - $852K
14.3K $2.72M
AMAT
Applied Materials Inc

Technology
1.05K
+ 2.54%
$156.25 - $204.95 $165K - $216K
42.5K $8.7M
WMG
Warner Music Group Corp.

Communication Services
8.32K
+ 8.13%
$27.83 - $34.24 $231K - $285K
111K $3.77M
GLD
Spdr Gold Trust

ETFs
223
+ 1.28%
$300.96 - $355.47 $67.1K - $79.3K
17.6K $6.27M
NOC
Northrop Grumman Corp

Industrials
87
+ 1.09%
$498.9 - $609.32 $43.4K - $53K
8.06K $4.91M
SYY
Sysco Corp

Consumer Defensive
2.08K
+ 1.85%
$76.33 - $82.51 $158K - $171K
114K $9.41M
SNOW
Snowflake Inc.

Technology
3.86K
+ 152.41%
$191.73 - $241.0 $740K - $931K
6.4K $1.44M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.79K
+ 18.55%
$68.24 - $73.73 $532K - $574K
49.8K $3.66M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.79K
+ 1.89%
$39.06 - $43.42 $109K - $121K
151K $6.54M
DFAI
Dimensional ETF Tr

ETFs
360
+ 0.09%
$34.05 - $36.55 $12.3K - $13.2K
396K $14.4M
INTC
Intel Corp

Technology
7.83K
+ 19.58%
$19.31 - $35.5 $151K - $278K
47.8K $1.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
725
+ 16.76%
$404.94 - $499.99 $294K - $362K
5.05K $2.45M
MCD
Mcdonalds Corp

Consumer Cyclical
1.07K
+ 3.39%
$291.67 - $316.99 $312K - $339K
32.6K $9.92M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
501
+ 0.08%
$48.5 - $50.19 $24.3K - $25.1K
641K $32.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.06K
+ 3.93%
$132.9 - $142.03 $273K - $292K
54.3K $7.66M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
225
+ 0.4%
$134.94 - $145.86 $30.4K - $32.8K
57K $8.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
118
+ 0.21%
$135.0 - $146.02 $15.9K - $17.2K
56.6K $8.24M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.64K
+ 2.74%
$72.57 - $74.72 $409K - $421K
212K $15.7M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
25K
+ 64.03%
$22.36 - $22.52 $558K - $562K
63.9K $1.44M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
24.5K
+ 86.0%
$22.84 - $22.95 $559K - $561K
52.9K $1.21M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.52K
+ 2.87%
$78.11 - $79.07 $509K - $515K
233K $18.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.03K
+ 2.94%
$72.65 - $78.68 $147K - $159K
71K $5.56M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.25K
+ 3.29%
$92.26 - $97.51 $208K - $219K
70.6K $6.82M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.32K
+ 8.67%
$109.47 - $119.06 $254K - $277K
29.1K $3.45M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
5.84K
+ 4.06%
$62.49 - $64.56 $365K - $377K
150K $9.61M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.73K
+ 2.49%
$21.69 - $23.34 $146K - $157K
277K $6.45M
BX
Blackstone Inc.

Financial Services
252
+ 1.32%
$152.77 - $188.68 $38.5K - $47.5K
19.4K $3.32M
GS
Goldman Sachs Group Inc

Financial Services
91
+ 2.25%
$696.56 - $806.32 $63.4K - $73.4K
4.14K $3.29M
A
Agilent Technologies, Inc.

Healthcare
849
+ 2.74%
$112.04 - $128.75 $95.1K - $109K
31.8K $4.08M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.66K
+ 17.13%
$49.78 - $50.75 $381K - $389K
52.4K $2.65M
RWO
Spdr Dow Jones Global Real Est

ETFs
1.21K
+ 0.58%
$43.53 - $46.27 $52.7K - $56K
210K $9.62M
Activity Summary
Buys All Purchases 212 New Holdings 27 Increased Positions 185 Sells All Sells 348 Reductions 348 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