Modera Wealth Management, LLC Incresed Positions in Q2 2025

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
16.4K
+ 1.39%
$329.49 - $438.4 $5.4M - $7.18M
1.2M $524M
VEA
Vanguard Ftse Developed Market

ETFs
20.4K
+ 0.36%
$45.65 - $57.01 $933K - $1.16M
5.7M $325M
AVDV
American Centy ETF Tr Avantis

ETFs
152K
+ 9.16%
$61.76 - $79.32 $9.39M - $12.1M
1.81M $144M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
144K
+ 60.84%
$113.67 - $150.4 $16.3M - $21.6M
379K $57.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
248K
+ 24.46%
$81.46 - $94.63 $20.2M - $23.5M
1.26M $119M
AVUS
American Centy ETF Tr Avantis

ETFs
144K
+ 16.46%
$81.38 - $100.82 $11.7M - $14.5M
1.02M $102M
IVV
Ishares Core S&P 500 ETF

ETFs
10.1K
+ 3.89%
$498.8 - $620.9 $5.04M - $6.27M
270K $167M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.91K
+ 0.72%
$320.42 - $424.58 $612K - $811K
268K $114M
DISV
Dimensional ETF Tr Dimensional

ETFs
503K
+ 894.78%
$25.93 - $32.91 $13M - $16.5M
559K $18.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.69K
+ 0.62%
$141.37 - $228.57 $239K - $387K
272K $61.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
139K
+ 19.59%
$83.54 - $100.04 $11.6M - $13.9M
850K $84.6M
VIG
Vanguard Dividend Appreciation

ETFs
70K
+ 4.74%
N/A
1.55M $282M
DFUS
Dimensional ETF Tr U S Equity

ETFs
60.5K
+ 5.29%
$53.65 - $67.02 $3.25M - $4.06M
1.21M $80.8M
AMZN
Amazon Com Inc

Consumer Cyclical
6.91K
+ 2.87%
$167.32 - $223.3 $1.16M - $1.54M
248K $54.4M
GOOG
Alphabet Inc.

Communication Services
719
+ 0.2%
$146.58 - $180.01 $105K - $129K
367K $65.2M
NVDA
Nvidia Corp

Technology
1.06K
+ 0.85%
$94.31 - $157.99 $100K - $167K
126K $19.9M
AMAT
Applied Materials Inc

Technology
33K
+ 392.98%
$126.95 - $183.52 $4.19M - $6.06M
41.5K $7.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.43K
+ 1.54%
$496.48 - $617.85 $709K - $883K
94.5K $58.4M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
70.2K
+ 3.58%
$102.02 - $103.5 $7.16M - $7.26M
2.03M $209M
VBR
Vanguard Small Cap Value ETF

ETFs
11.4K
+ 3.25%
$162.76 - $195.77 $1.85M - $2.23M
362K $70.7M
IEMG
Ishares Inc

ETFs
82K
+ 6.0%
N/A
1.45M $77.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
90.2K
+ 52.74%
$32.66 - $40.75 $2.95M - $3.68M
261K $10.6M
SUB
Ishares Short Term National Mu

ETFs
38.8K
+ 18.93%
$104.77 - $106.34 $4.07M - $4.13M
244K $25.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.48K
+ 1.7%
$166.82 - $194.23 $1.25M - $1.45M
447K $86.9M
REET
Ishares Global Reit ETF

ETFs
125K
+ 11.8%
$21.59 - $25.16 $2.69M - $3.14M
1.18M $29.2M
ELV
Elevance Health, Inc.

Healthcare
11.2K
+ 47.18%
$372.27 - $452.69 $4.18M - $5.08M
35K $13.6M
CWB
Spdr Bloomberg Convertible Sec

ETFs
26.1K
+ 22.18%
$71.86 - $82.66 $1.88M - $2.16M
144K $11.9M
VB
Vanguard Small Cap ETF

ETFs
4.99K
+ 4.69%
$193.73 - $237.37 $967K - $1.18M
111K $26.4M
GOOGL
Alphabet Inc.

Communication Services
2.38K
+ 2.45%
$144.7 - $178.6 $344K - $424K
99.3K $17.5M
WMT
Walmart Inc.

Consumer Defensive
1.33K
+ 0.66%
$81.79 - $99.98 $109K - $133K
204K $19.9M
STM
St Microelectronics N.V.

Technology
24.6K
+ 18.36%
$17.78 - $30.41 $438K - $749K
159K $4.83M
ASML
Asml Holding Nv

Technology
448
+ 4.16%
$595.37 - $815.24 $267K - $365K
11.2K $8.98M
META
Meta Platforms, Inc.

Communication Services
69
+ 0.64%
$484.66 - $738.09 $33.4K - $50.9K
10.9K $8.02M
AVEM
American Centy ETF Tr Avantis

ETFs
1.23K
+ 0.69%
$53.08 - $68.54 $65.5K - $84.6K
181K $12.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
682
+ 4.7%
$416.06 - $551.64 $284K - $376K
15.2K $8.38M
FTNT
Fortinet, Inc.

Technology
4.42K
+ 4.46%
$84.71 - $108.69 $374K - $480K
103K $10.9M
WMG
Warner Music Group Corp.

Communication Services
57.5K
+ 128.31%
$25.91 - $31.32 $1.49M - $1.8M
102K $2.79M
VGT
Vanguard Information Technolog

ETFs
331
+ 3.55%
$470.37 - $663.28 $156K - $220K
9.65K $6.4M
CNI
Canadian National Railway CO

Industrials
12.1K
+ 328.14%
$92.66 - $108.13 $1.12M - $1.31M
15.8K $1.64M
VV
Vanguard Large Cap ETF

ETFs
1.88K
+ 8.34%
$228.25 - $285.3 $428K - $535K
24.4K $6.95M
TSLA
Tesla, Inc.

Consumer Cyclical
938
+ 6.79%
$221.86 - $362.89 $208K - $340K
14.7K $4.68M
SYK
Stryker Corp

Healthcare
149
+ 0.33%
$337.37 - $395.63 $50.3K - $58.9K
44.7K $17.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12.3K
+ 41.24%
$55.54 - $69.09 $681K - $847K
42K $2.9M
AXP
American Express CO

Financial Services
247
+ 1.27%
$231.39 - $318.98 $57.2K - $78.8K
19.7K $6.28M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.09K
+ 3.83%
$108.06 - $135.3 $226K - $283K
56.8K $7.68M
LMT
Lockheed Martin Corp

Industrials
971
+ 3.1%
$430.82 - $486.45 $418K - $472K
32.3K $15M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.75K
+ 7.46%
$74.88 - $91.97 $355K - $436K
68.4K $6.29M
RTX
Raytheon Technologies Corp

Industrials
751
+ 1.34%
$113.75 - $148.48 $85.4K - $112K
56.8K $8.29M
NFLX
Netflix Inc

Communication Services
19
+ 0.94%
$855.86 - $1339.13 $16.3K - $25.4K
2.04K $2.73M
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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