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
VT
Vanguard Total World Stk Index

ETFs
3.1K
+ 10.55%
$103.16 - $128.52 $320K - $398K
32.5K $4.17M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
132
+ 0.1%
$28.98 - $37.18 $3.83K - $4.91K
138K $5.13M
PAYC
Paycom Software, Inc.

Technology
2.72K
+ 41.37%
$193.07 - $265.71 $525K - $722K
9.29K $2.15M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.29K
+ 1.57%
$30.87 - $39.17 $70.5K - $89.5K
148K $5.79M
BX
Blackstone Inc.

Financial Services
3.63K
+ 23.35%
$120.07 - $151.11 $435K - $548K
19.2K $2.87M
TFC
Truist Financial Corp

Financial Services
5.49K
+ 2.3%
$34.79 - $42.99 $191K - $236K
244K $10.5M
COF
Capital One Financial Corp

Financial Services
2.62K
+ 94.07%
$150.57 - $212.76 $394K - $557K
5.4K $1.15M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17.8K
+ 18.63%
$19.1 - $23.83 $341K - $425K
114K $2.71M
MDLZ
Mondelez International, Inc.

Consumer Defensive
9.73K
+ 13.11%
$63.54 - $68.5 $618K - $667K
83.9K $5.66M
BAC
Bank Of America Corp

Financial Services
3.26K
+ 3.97%
$34.39 - $47.46 $112K - $154K
85.3K $4.03M
CME
Cme Group Inc.

Financial Services
1.88K
+ 30.49%
$252.37 - $290.71 $474K - $547K
8.05K $2.22M
SBAC
Sba Communications Corp

Real Estate
1.91K
+ 30.49%
$208.57 - $243.4 $399K - $465K
8.18K $1.92M
ADP
Automatic Data Processing Inc

Industrials
832
+ 0.86%
$276.76 - $326.81 $230K - $272K
97.8K $30.2M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.93K
+ 7.77%
$86.93 - $109.64 $168K - $212K
26.8K $2.94M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.13K
+ 12.29%
$91.62 - $116.16 $195K - $247K
19.4K $2.25M
GPC
Genuine Parts CO

Consumer Cyclical
3.52K
+ 16.71%
$105.54 - $129.09 $371K - $454K
24.6K $2.98M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15
+ 0.03%
$152.93 - $181.74 $2.29K - $2.73K
50.8K $9.24M
XLK
Technology Sector Spdr

ETFs
351
+ 4.82%
$179.73 - $253.23 $63.1K - $88.9K
7.64K $1.93M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
659
+ 26.15%
$299.15 - $396.54 $197K - $261K
3.18K $1.26M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.15K
+ 2.56%
$72.02 - $73.82 $371K - $380K
206K $15.2M
ABT
Abbott Laboratories

Healthcare
62
+ 0.06%
$123.95 - $138.08 $7.68K - $8.56K
109K $14.8M
ETN
Eaton Corp PLC

Industrials
186
+ 5.29%
$246.52 - $356.99 $45.9K - $66.4K
3.7K $1.32M
ETSY
Etsy Inc

Consumer Cyclical
6.34K
+ 45.0%
$40.8 - $63.88 $259K - $405K
20.4K $1.02M
CEG
Constellation Energy Corp

Utilities
444
+ 25.62%
$170.96 - $322.76 $75.9K - $143K
2.18K $702K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
268
+ 3.81%
$180.84 - $240.32 $48.5K - $64.4K
7.3K $1.75M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.06K
+ 9.28%
$34.72 - $42.74 $141K - $174K
47.8K $2.04M
IWV
Ishares Russell 3000 ETF

ETFs
316
+ 5.13%
$281.67 - $351.0 $89K - $111K
6.47K $2.27M
IWS
Ishares Russell Midcap Value E

ETFs
35
+ 0.07%
$110.58 - $132.14 $3.87K - $4.62K
48.4K $6.4M
CRM
Salesforce, Inc.

Technology
669
+ 2.48%
$236.26 - $291.15 $158K - $195K
27.6K $7.53M
BNDX
Vanguard Total International B

ETFs
3.89K
+ 2.7%
$48.77 - $49.55 $190K - $193K
148K $7.32M
JOBY
Joby Aviation, Inc.

Industrials
8.97K
+ 21.05%
$5.33 - $10.55 $47.8K - $94.6K
51.6K $544K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
367
+ 0.71%
$114.78 - $133.31 $42.1K - $48.9K
52.3K $6.97M
OEF
Ishares S&P 100 ETF

ETFs
1.03K
+ 135.44%
N/A
1.79K $475K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
376
+ 0.78%
$40.79 - $50.93 $15.3K - $19.1K
48.7K $2.48M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.21K
+ 9.53%
$108.87 - $133.04 $132K - $161K
13.9K $1.85M
NVO
Novo Nordisk A S

Healthcare
6.05K
+ 1.68%
$58.08 - $81.05 $351K - $490K
366K $25.2M
XLI
Industrial Sector Spdr

ETFs
363
+ 2.94%
$116.42 - $147.52 $42.3K - $53.5K
12.7K $1.88M
IAU
Ishares Gold Trust

ETFs
667
+ 1.07%
$56.1 - $64.74 $37.4K - $43.2K
63.3K $3.95M
MBB
Ishares Tr

ETFs
2.31K
+ 0.81%
$91.41 - $94.22 $211K - $218K
289K $27.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.67K
+ 1.34%
$45.11 - $52.34 $75.5K - $87.6K
126K $6.62M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.8K
+ 38.45%
$22.3 - $22.57 $241K - $244K
39K $876K
CARR
Carrier Global Corp

Industrials
444
+ 2.05%
$55.55 - $75.83 $24.7K - $33.7K
22.1K $1.62M
MA
Mastercard Inc

Financial Services
94
+ 0.68%
$479.92 - $590.74 $45.1K - $55.5K
13.9K $7.79M
A
Agilent Technologies, Inc.

Healthcare
1.77K
+ 6.07%
$99.29 - $120.52 $176K - $213K
30.9K $3.65M
WFC
Wells Fargo & Company

Financial Services
715
+ 3.39%
$60.98 - $80.12 $43.6K - $57.3K
21.8K $1.75M
AMD
Advanced Micro Devices Inc

Technology
483
+ 12.22%
$78.21 - $143.81 $37.8K - $69.5K
4.44K $629K
SNOW
Snowflake Inc.

Technology
149
+ 6.25%
$130.53 - $223.77 $19.4K - $33.3K
2.53K $567K
VEU
Vanguard Ftse All World Ex Us

ETFs
204
+ 0.67%
$54.19 - $67.22 $11.1K - $13.7K
30.6K $2.06M
SDG
Ishares Trust Ishares Msci Glo

ETFs
2.3K
+ 25.0%
$65.66 - $77.49 $151K - $178K
11.5K $872K
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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