Modera Wealth Management, LLC Incresed Positions in Q1 2025

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
1.51M
+ 979.75%
$63.74 - $71.96 $96M - $108M
1.66M $116M
IEFA
Ishares Tr

ETFs
138K
+ 4.1%
$69.57 - $78.65 $9.6M - $10.9M
3.5M $265M
DIHP
Dimensional ETF Tr Dimensional

ETFs
680K
+ 951.57%
$25.1 - $27.85 $17.1M - $18.9M
751K $20.2M
VIG
Vanguard Dividend Appreciation

ETFs
86K
+ 6.18%
N/A
1.48M $269M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
63.2K
+ 3.34%
$100.59 - $103.47 $6.36M - $6.54M
1.96M $203M
VTV
Vanguard Value ETF

ETFs
31.7K
+ 1.94%
$167.73 - $179.21 $5.31M - $5.68M
1.66M $287M
AVDE
American Centy ETF Tr Avantis

ETFs
31.2K
+ 8.16%
$60.63 - $68.55 $1.89M - $2.14M
414K $27.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 11.11%
$663000.0 - $801950.0 $1.33M - $1.6M
20 $16M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
26.4K
+ 2.68%
$90.0 - $96.32 $2.38M - $2.55M
1.01M $93.5M
MA
Mastercard Inc

Financial Services
3.23K
+ 30.68%
$504.67 - $576.31 $1.63M - $1.86M
13.8K $7.55M
MBB
Ishares Tr

ETFs
10.3K
+ 3.75%
$90.37 - $94.08 $935K - $974K
286K $26.8M
RTX
Raytheon Technologies Corp

Industrials
4.84K
+ 9.45%
$114.1 - $135.66 $552K - $656K
56K $7.42M
GLD
Spdr Gold Trust

ETFs
1.23K
+ 6.84%
$243.19 - $288.14 $299K - $354K
19.2K $5.53M
SBUX
Starbucks Corp

Consumer Cyclical
1.41K
+ 0.95%
$91.75 - $115.81 $129K - $163K
150K $14.7M
OTIS
Otis Worldwide Corp

Industrials
5.11K
+ 8.44%
$90.77 - $104.01 $464K - $531K
65.7K $6.78M
AVEM
American Centy ETF Tr Avantis

ETFs
13.7K
+ 8.22%
$57.11 - $62.4 $780K - $852K
180K $10.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
7.38K
+ 0.97%
$25.69 - $26.89 $190K - $199K
772K $20.8M
MCD
Mcdonalds Corp

Consumer Cyclical
848
+ 2.95%
$279.74 - $321.29 $237K - $272K
29.6K $9.25M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.85K
+ 5.47%
$56.12 - $68.15 $216K - $262K
74.2K $5.03M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
15.9K
+ 7.2%
$40.79 - $42.32 $650K - $674K
237K $9.98M
MGV
Vanguard Mega Cap Value

ETFs
3.89K
+ 5.45%
$123.61 - $133.01 $481K - $518K
75.3K $9.7M
CVX
Chevron Corp

Energy
414
+ 1.35%
$146.71 - $167.97 $60.7K - $69.5K
31.1K $5.21M
PAYC
Paycom Software, Inc.

Technology
3.18K
+ 93.98%
$199.42 - $225.82 $635K - $719K
6.57K $1.44M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
9.66K
+ 6.98%
$61.23 - $63.33 $591K - $612K
148K $9.31M
IAU
Ishares Gold Trust

ETFs
2.4K
+ 3.98%
$49.74 - $58.96 $119K - $141K
62.6K $3.69M
IBM
International Business Machines Corp

Technology
278
+ 1.31%
$217.4 - $264.74 $60.4K - $73.6K
21.5K $5.36M
CL
Colgate Palmolive CO

Consumer Defensive
3.54K
+ 3.16%
$85.68 - $97.5 $304K - $346K
116K $10.8M
AON
Aon PLC

Financial Services
253
+ 2.06%
$348.44 - $409.32 $88.2K - $104K
12.6K $5.01M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.17K
+ 36.74%
$56.51 - $62.98 $462K - $514K
30.4K $1.84M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
10.5K
+ 2.1%
$49.42 - $50.43 $520K - $531K
512K $25.6M
CME
Cme Group Inc.

Financial Services
1.35K
+ 27.98%
$225.82 - $266.54 $304K - $359K
6.17K $1.64M
JPIE
J P Morgan Exchange Traded Fd
10.7K
+ 29.05%
$45.46 - $46.18 $488K - $495K
47.7K $2.2M
DFAE
Dimensional ETF Tr

ETFs
5.93K
+ 0.91%
$24.64 - $26.86 $146K - $159K
661K $17.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.49K
+ 18.39%
$522.96 - $601.18 $777K - $893K
9.56K $5.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.71K
+ 2.1%
$18.36 - $20.51 $105K - $117K
278K $5.5M
SBAC
Sba Communications Corp

Real Estate
1.73K
+ 38.1%
$192.76 - $224.91 $333K - $389K
6.27K $1.38M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
7.37K
+ 8.01%
$30.38 - $34.94 $224K - $257K
99.3K $3.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3K
+ 3.45%
$110.75 - $119.78 $333K - $360K
89.9K $10.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.83K
+ 0.92%
$71.17 - $73.66 $130K - $135K
201K $14.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1
+ 0.0%
$33.84 - $37.77 $33.8 - $37.8
171K $6.23M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
15.9K
+ 47.78%
$25.12 - $26.05 $400K - $415K
49.3K $1.24M
SUB
Ishares Short Term National Mu

ETFs
3.13K
+ 1.55%
$105.3 - $106.24 $330K - $333K
205K $21.6M
DISV
Dimensional ETF Tr Dimensional

ETFs
7.51K
+ 15.42%
$26.09 - $30.21 $196K - $227K
56.2K $1.64M
T
At&T Inc.

Communication Services
1.37K
+ 2.53%
$21.56 - $28.28 $29.5K - $38.7K
55.5K $1.57M
VCIT
Vanguard Intermediate Term Cor

ETFs
65
+ 0.03%
$79.17 - $82.04 $5.15K - $5.33K
219K $17.9M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.61K
+ 1.82%
$32.74 - $36.2 $85.4K - $94.4K
146K $5.09M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
12.4K
+ 144.24%
$23.29 - $23.38 $289K - $290K
21K $490K
CWB
Spdr Bloomberg Convertible Sec

ETFs
5.61K
+ 5.0%
$75.99 - $81.58 $426K - $457K
118K $9.03M
ETSY
Etsy Inc

Consumer Cyclical
6.86K
+ 94.83%
$44.4 - $57.29 $304K - $393K
14.1K $664K
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
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