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
IXUS
Ishares Tr

ETFs
105
+ 2.75%
$65.06 - $72.31 $6.83K - $7.59K
3.92K $273K
DGS
Wisdomtree Emerging Markets Sm

ETFs
535
+ 4.19%
$47.4 - $50.24 $25.4K - $26.9K
13.3K $643K
VNQI
Vanguard Global Ex U.S. Real

ETFs
34
+ 0.18%
$38.22 - $41.19 $1.3K - $1.4K
19K $767K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
2.73K
+ 25.54%
$3.88 - $4.37 $10.6K - $11.9K
13.4K $58K
LQD
Ishares Iboxx $ Investment Gra

ETFs
95
+ 2.16%
$105.1 - $109.61 $9.98K - $10.4K
4.49K $487K
EQR
Equity Residential

Real Estate
237
+ 7.16%
$66.98 - $75.02 $15.9K - $17.8K
3.55K $253K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
80
+ 4.39%
$114.57 - $118.14 $9.17K - $9.45K
1.9K $224K
BDX
Becton Dickinson & CO

Healthcare
10
+ 0.2%
$222.79 - $249.08 $2.23K - $2.49K
4.98K $1.14M
F
Ford Motor CO

Consumer Cyclical
617
+ 2.09%
$9.12 - $10.43 $5.63K - $6.44K
30.2K $302K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
301
+ 0.24%
$49.78 - $53.19 $15K - $16K
125K $6.37M
FNDX
Schwab Fundamental U S Large C

ETFs
359
+ 2.65%
$23.03 - $25.01 $8.27K - $8.98K
13.9K $327K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
147
+ 1.2%
$19.17 - $20.25 $2.82K - $2.98K
12.4K $241K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
37
+ 0.32%
$22.42 - $23.22 $830 - $859
11.5K $265K
FLRN
Spdr Bloomberg Investment Grad

ETFs
33
+ 0.15%
$30.71 - $30.87 $1.01K - $1.02K
21.5K $661K
PFF
Ishares Trust Ishares Pfd And

ETFs
310
+ 3.16%
$30.73 - $32.26 $9.53K - $10K
10.1K $311K
GBDC
Golub Capital Bdc, Inc.

Financial Services
165
+ 0.79%
$14.46 - $15.96 $2.39K - $2.63K
21K $317K
JNK
Spdr Bloomberg High Yield Bond

ETFs
72
+ 0.26%
$94.86 - $97.12 $6.83K - $6.99K
27.8K $2.65M
HYG
Ishares Tr

ETFs
18
+ 0.39%
$78.51 - $80.11 $1.41K - $1.44K
4.63K $364K
SYY
Sysco Corp

Consumer Defensive
1.97K
+ 1.91%
$70.0 - $77.13 $138K - $152K
105K $7.89M
OXY
Occidental Petroleum Corp

Energy
50
+ 0.4%
$45.45 - $52.7 $2.27K - $2.64K
12.6K $620K
DLTR
Dollar Tree, Inc.

Consumer Defensive
3
+ 0.1%
$61.92 - $76.95 $186 - $231
3.03K $227K
Dimensional ETF Trust
2.53K
+ 11.12%
N/A
25.3K $0
Ishares Bitcoin Trust ETF
1.16K
+ 9.05%
N/A
13.9K $0
DFSU
Dimensional ETF Tr Dimen Us Su
800
+ 2.06%
N/A
39.7K $0
VUSB
Vanguard Bd Index Fds
101
+ 0.09%
N/A
109K $0
Dimensional ETF Trust
454
+ 1.25%
N/A
36.9K $0
Dimensional ETF Trust
32.5K
+ 19.41%
N/A
200K $0
Nuveen Churchill Direct Lend
522
+ 3.18%
N/A
16.9K $0
AVGE
American Centy ETF Tr Avantis
1.77K
+ 15.26%
N/A
13.4K $0
Manager Directed Portfolios
130
+ 0.19%
N/A
67.9K $0
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.02%
$179.71 - $192.06 $359 - $384
9.32K $1.72M
DUHP
Dimensional ETF Tr Dimensional

ETFs
310
+ 1.07%
$32.57 - $35.82 $10.1K - $11.1K
29.3K $971K
FITB
Fifth Third Bancorp

Financial Services
350
+ 4.58%
$37.48 - $44.96 $13.1K - $15.7K
8K $313K
BIGZ
Black Rock Innovation & Growth Trust
385
+ 1.76%
$6.4 - $8.25 $2.46K - $3.18K
22.3K $147K
IYJ
Ishares Tr

ETFs
1
+ 0.02%
$127.48 - $142.0 $127 - $142
4.94K $642K
ISRG
Intuitive Surgical Inc

Healthcare
46
+ 3.05%
$476.63 - $610.45 $21.9K - $28.1K
1.55K $769K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
49
+ 2.66%
$166.63 - $185.86 $8.16K - $9.11K
1.89K $314K
IJK
Ishares S&P Midcap 400 Growth

ETFs
605
+ 6.32%
$81.62 - $96.63 $49.4K - $58.5K
10.2K $847K
JOBY
Joby Aviation, Inc.

Industrials
7.61K
+ 21.74%
$5.99 - $10.27 $45.6K - $78.1K
42.6K $256K
QUAL
Ishares Msci Usa Quality Facto

ETFs
50
+ 0.85%
$168.16 - $186.21 $8.41K - $9.31K
5.92K $1.01M
VXF
Vanguard Extended Market ETF

ETFs
26
+ 1.14%
$170.36 - $201.04 $4.43K - $5.23K
2.31K $397K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
18
+ 0.33%
$113.22 - $126.36 $2.04K - $2.27K
5.47K $628K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
130
+ 9.95%
$200.77 - $270.08 $26.1K - $35.1K
1.44K $288K
XLY
Select Sector Spdr Consumer Di

ETFs
8
+ 0.54%
$192.6 - $233.2 $1.54K - $1.87K
1.48K $292K
VTWG
Vanguard Russell 2000 Growth E

ETFs
3
+ 0.15%
$185.73 - $221.19 $557 - $664
2.02K $375K
DOW
Dow Inc.

Basic Materials
1.93K
+ 7.25%
$34.36 - $41.92 $66.3K - $80.9K
28.5K $995K
IYW
Ishares Dj Us Tech ETF

ETFs
23
+ 0.58%
$140.44 - $166.79 $3.23K - $3.84K
4.01K $563K
IGV
Ishares Expanded Tech Software

ETFs
135
+ 1.55%
$88.3 - $107.83 $11.9K - $14.6K
8.82K $785K
GS
Goldman Sachs Group Inc

Financial Services
30
+ 0.72%
$524.81 - $672.19 $15.7K - $20.2K
4.2K $2.3M
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
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