Modera Wealth Management, LLC Incresed Positions in Q3 2024

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PKG
Packaging Corp Of America

Consumer Cyclical
11
+ 0.46%
$176.32 - $215.7 $1.94K - $2.37K
2.42K $521K
VZ
Verizon Communications Inc

Communication Services
127
+ 0.62%
$38.89 - $45.0 $4.94K - $5.72K
20.7K $930K
TDY
Teledyne Technologies Inc

Technology
1
+ 0.07%
$381.47 - $437.71 $381 - $438
1.51K $661K
AMD
Advanced Micro Devices Inc

Technology
415
+ 12.41%
$128.67 - $183.96 $53.4K - $76.3K
3.76K $616K
VCR
Vanguard Consumer Discretionar

ETFs
7
+ 0.28%
$291.88 - $341.94 $2.04K - $2.39K
2.49K $848K
SPGI
S&P Global Inc.

Financial Services
5
+ 0.52%
$446.32 - $527.38 $2.23K - $2.64K
965 $498K
IYJ
Ishares Tr

ETFs
1
+ 0.02%
$118.32 - $133.67 $118 - $134
4.94K $659K
TOL
Toll Brothers, Inc.

Consumer Cyclical
6
+ 0.34%
$109.16 - $155.35 $655 - $932
1.75K $269K
XLY
Select Sector Spdr Consumer Di

ETFs
206
+ 14.28%
$170.05 - $200.86 $35K - $41.4K
1.65K $330K
ODFL
Old Dominion Freight Line, Inc.

Industrials
43
+ 1.64%
$178.41 - $210.18 $7.67K - $9.04K
2.67K $530K
NVS
Novartis Ag

Healthcare
150
+ 2.84%
$106.13 - $120.89 $15.9K - $18.1K
5.44K $625K
PFE
Pfizer Inc

Healthcare
50
+ 0.08%
$27.7 - $31.39 $1.39K - $1.57K
62.8K $1.82M
TRV
Travelers Companies, Inc.

Financial Services
22
+ 1.21%
$201.87 - $242.35 $4.44K - $5.33K
1.84K $430K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
110
+ 0.4%
$45.2 - $47.87 $4.97K - $5.27K
27.8K $1.32M
RPM
Rpm International Inc

Basic Materials
33
+ 0.83%
$103.91 - $125.03 $3.43K - $4.13K
4K $483K
UBER
Uber Technologies, Inc

Technology
597
+ 13.09%
$58.48 - $77.47 $34.9K - $46.2K
5.16K $387K
HII
Huntington Ingalls Industries, Inc.

Industrials
2
+ 0.07%
$241.93 - $282.86 $484 - $566
3.04K $802K
AEM
Agnico Eagle Mines LTD

Basic Materials
45
+ 1.34%
$65.04 - $84.24 $2.93K - $3.79K
3.4K $273K
HDV
Ishares Core High Dividend ETF

ETFs
189
+ 5.69%
$107.62 - $118.76 $20.3K - $22.4K
3.51K $413K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
471
+ 1.31%
$48.06 - $49.39 $22.6K - $23.3K
36.4K $1.79M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
2.14K
+ 19.42%
$15.19 - $16.72 $32.5K - $35.7K
13.1K $219K
XLF
Financial Sector Spdr

ETFs
180
+ 1.8%
$40.84 - $45.74 $7.35K - $8.23K
10.2K $460K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
925
+ 3.07%
$25.38 - $26.27 $23.5K - $24.3K
31K $814K
AOR
Ishares Tr Core Growth Allocat

ETFs
401
+ 4.66%
$55.15 - $59.31 $22.1K - $23.8K
9.01K $533K
KMB
Kimberly Clark Corp

Consumer Defensive
153
+ 2.44%
$135.05 - $148.35 $20.7K - $22.7K
6.43K $914K
NTRA
Natera, Inc.

Healthcare
42
+ 1.95%
$97.75 - $129.67 $4.11K - $5.45K
2.2K $279K
OKE
Oneok Inc

Energy
2
+ 0.04%
$78.62 - $95.27 $157 - $191
4.68K $426K
R
Ryder System Inc

Industrials
4
+ 0.22%
$117.21 - $148.66 $469 - $595
1.82K $265K
VONE
Vanguard Russell 1000 ETF

ETFs
15
+ 0.61%
$234.0 - $260.07 $3.51K - $3.9K
2.46K $639K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
17
+ 0.65%
$305.34 - $350.41 $5.19K - $5.96K
2.64K $910K
JOBY
Joby Aviation, Inc.

Industrials
7.5K
+ 46.88%
$4.77 - $7.46 $35.8K - $56K
23.5K $118K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
1.13K
+ 10.24%
$19.47 - $21.03 $21.9K - $23.7K
12.1K $255K
UAL
United Airlines Holdings, Inc.

Industrials
2
+ 0.05%
$37.88 - $58.85 $75.8 - $118
4.31K $245K
DFS
Discover Financial Services

Financial Services
69
+ 2.74%
$123.41 - $144.72 $8.52K - $9.99K
2.59K $363K
VTWG
Vanguard Russell 2000 Growth E

ETFs
4
+ 0.2%
$186.75 - $211.16 $747 - $845
2.01K $416K
COF
Capital One Financial Corp

Financial Services
41
+ 1.69%
$131.42 - $153.05 $5.39K - $6.28K
2.46K $368K
AOK
Ishares Tr Core Conservative A

ETFs
59
+ 0.36%
$36.8 - $38.71 $2.17K - $2.28K
16.5K $636K
EQR
Equity Residential

Real Estate
200
+ 6.5%
$67.19 - $78.09 $13.4K - $15.6K
3.28K $244K
DGS
Wisdomtree Emerging Markets Sm

ETFs
6
+ 0.05%
$48.46 - $54.37 $291 - $326
13.3K $712K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
111
+ 0.36%
$25.19 - $26.39 $2.8K - $2.93K
31K $815K
TXN
Texas Instruments Inc

Technology
148
+ 1.7%
$194.6 - $194.6 $28.8K - $28.8K
8.87K $1.73M
FIS
Fidelity National Information Services, Inc.

Technology
40
+ 1.42%
$72.8 - $85.04 $2.91K - $3.4K
2.85K $238K
TTE
Total Energies Se

Energy
105
+ 1.1%
$68.61 - $68.61 $7.2K - $7.2K
9.61K $659K
AOA
Ishares Tr Core Aggressive All

ETFs
136
+ 3.53%
$72.11 - $79.05 $9.81K - $10.8K
3.99K $314K
EPD
Enterprise Products Partners L.P.

Energy
800
+ 4.52%
$27.88 - $30.0 $22.3K - $24K
18.5K $538K
FCNCA
First Citizens Bancshares Inc

Financial Services
3
+ 2.42%
$1685.92 - $2128.51 $5.06K - $6.39K
127 $233K
VGSH
Vanguard

ETFs
301
+ 5.35%
$57.74 - $59.13 $17.4K - $17.8K
5.93K $350K
SLV
I Shares Silver Trust

ETFs
223
+ 2.57%
$24.33 - $29.38 $5.43K - $6.55K
8.91K $252K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
5
+ 0.14%
$61.97 - $69.37 $310 - $347
3.64K $251K
Activity Summary
Buys All Purchases 308 New Holdings 53 Increased Positions 255 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 0
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