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
ZTS
Zoetis Inc.

Healthcare
1.25K
+ 4.22%
$156.48 - $175.67 $196K - $220K
30.9K $5.09M
GPC
Genuine Parts CO

Consumer Cyclical
1.69K
+ 8.74%
$115.91 - $129.02 $196K - $218K
21K $2.51M
MO
Altria Group, Inc.

Consumer Defensive
1.08K
+ 4.87%
$50.81 - $60.02 $55.1K - $65.1K
23.3K $1.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.66K
+ 65.78%
$25.35 - $27.46 $219K - $238K
21.8K $577K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.33K
+ 8.49%
$58.01 - $64.46 $135K - $150K
29.7K $1.85M
AOA
Ishares Tr Core Aggressive All

ETFs
2.93K
+ 73.23%
$75.7 - $80.01 $222K - $234K
6.93K $530K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.13K
+ 5.37%
$25.77 - $27.6 $158K - $169K
120K $3.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
498
+ 15.11%
$308.86 - $455.36 $154K - $227K
3.79K $1.34M
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.78K
+ 13.18%
$46.74 - $47.55 $177K - $180K
32.5K $1.54M
PLTR
Palantir Technologies Inc.

Technology
837
+ 6.26%
$64.98 - $124.62 $54.4K - $104K
14.2K $1.2M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
185
+ 0.04%
$24.6 - $24.99 $4.55K - $4.62K
499K $12.5M
AVUS
American Centy ETF Tr Avantis

ETFs
42.3K
+ 5.09%
$90.7 - $101.57 $3.83M - $4.29M
872K $80.6M
YUM
Yum Brands Inc

Consumer Cyclical
98
+ 2.07%
$123.25 - $162.53 $12.1K - $15.9K
4.82K $758K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
250
+ 13.26%
$208.48 - $244.03 $52.1K - $61K
2.14K $521K
EMB
Ishares Tr

ETFs
610
+ 1.58%
$88.64 - $92.03 $54.1K - $56.1K
39.2K $3.55M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.79K
+ 19.67%
$56.63 - $59.39 $101K - $106K
10.9K $625K
SPG
Simon Property Group Inc

Real Estate
689
+ 42.5%
$159.48 - $187.78 $110K - $129K
2.31K $383K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.37K
+ 18.14%
$22.77 - $22.94 $99.4K - $100K
28.4K $652K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.17K
+ 5.81%
$36.91 - $41.03 $43.3K - $48.1K
21.4K $848K
XLU
Utilities Sector Spdr

ETFs
66
+ 0.23%
$74.7 - $80.27 $4.93K - $5.3K
28.9K $2.28M
GLW
Corning Inc

Technology
2.83K
+ 13.63%
$44.91 - $54.25 $127K - $154K
23.6K $1.08M
VGSH
Vanguard

ETFs
1.44K
+ 17.02%
$58.07 - $58.69 $83.4K - $84.3K
9.87K $579K
VONV
Vanguard Russell 1000 Value Et

ETFs
528
+ 1.52%
$80.21 - $86.14 $42.4K - $45.5K
35.3K $2.91M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.58K
+ 14.56%
$22.11 - $22.43 $79.1K - $80.3K
28.2K $631K
UBER
Uber Technologies, Inc

Technology
226
+ 4.05%
$63.17 - $81.49 $14.3K - $18.4K
5.81K $422K
KMI
Kinder Morgan, Inc.

Energy
675
+ 1.2%
$26.1 - $31.22 $17.6K - $21.1K
56.9K $1.62M
WMB
Williams Companies, Inc.

Energy
894
+ 18.46%
$54.02 - $61.09 $48.3K - $54.6K
5.74K $342K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
470
+ 0.94%
$45.92 - $47.58 $21.6K - $22.4K
50.5K $2.4M
WFC
Wells Fargo & Company

Financial Services
548
+ 2.67%
$66.78 - $81.42 $36.6K - $44.6K
21.1K $1.52M
DFIC
Dimensional ETF Tr Dimensional

ETFs
5
+ 0.01%
$25.54 - $28.79 $128 - $144
34.1K $947K
BA
Boeing CO

Industrials
552
+ 10.9%
$148.15 - $186.25 $81.8K - $103K
5.62K $957K
EEMV
Ishares Msci Emerging Markets

ETFs
45
+ 0.03%
$57.07 - $59.29 $2.57K - $2.67K
160K $9.33M
ETN
Eaton Corp PLC

Industrials
803
+ 29.62%
$271.83 - $371.23 $218K - $298K
3.51K $955K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
486
+ 19.39%
$106.46 - $114.75 $51.7K - $55.8K
2.99K $329K
VDE
Vanguard Energy ETF

ETFs
26
+ 0.44%
$119.14 - $132.76 $3.1K - $3.45K
5.91K $765K
SNOW
Snowflake Inc.

Technology
422
+ 21.5%
$146.16 - $192.78 $61.7K - $81.4K
2.39K $348K
BP
Bp PLC

Energy
310
+ 3.72%
$29.93 - $35.31 $9.28K - $10.9K
8.63K $291K
DFIS
Dimensional ETF Tr Dimensional

ETFs
487
+ 2.19%
$23.92 - $26.89 $11.6K - $13.1K
22.8K $588K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
4.05K
+ 30.58%
$8.58 - $8.9 $34.8K - $36.1K
17.3K $151K
PFE
Pfizer Inc

Healthcare
4.41K
+ 7.07%
$25.01 - $27.13 $110K - $120K
66.9K $1.69M
BCS
Barclays PLC

Financial Services
945
+ 8.6%
$12.69 - $16.25 $12K - $15.4K
11.9K $183K
DRI
Darden Restaurants Inc

Consumer Cyclical
12
+ 0.74%
$180.02 - $208.56 $2.16K - $2.5K
1.63K $338K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
469
+ 0.84%
$22.46 - $23.26 $10.5K - $10.9K
56K $1.3M
ET
Energy Transfer LP

Energy
2.44K
+ 20.3%
$17.26 - $21.08 $42.1K - $51.5K
14.5K $268K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.36K
+ 14.84%
$22.25 - $23.0 $30.3K - $31.3K
10.5K $242K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
273
+ 0.86%
$27.01 - $28.54 $7.37K - $7.79K
31.9K $891K
ENB
Enbridge Inc

Energy
101
+ 0.8%
$41.54 - $45.45 $4.2K - $4.59K
12.7K $561K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
665
+ 3.91%
$36.63 - $37.45 $24.4K - $24.9K
17.7K $651K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.25K
+ 9.42%
$468.34 - $539.52 $584K - $673K
14.5K $6.8M
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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