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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.92K
+ 0.73%
$49.25 - $50.66 $242K - $249K
682K $33.9M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
462
+ 1.54%
$117.4 - $131.02 $54.2K - $60.5K
30.5K $3.65M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
261
+ 0.27%
$21.23 - $23.75 $5.54K - $6.2K
95.8K $2.06M
ASML
Asml Holding Nv

Technology
317
+ 3.03%
$662.63 - $776.99 $210K - $246K
10.8K $7.13M
UAL
United Airlines Holdings, Inc.

Industrials
198
+ 4.46%
$69.05 - $110.52 $13.7K - $21.9K
4.64K $320K
XLK
Technology Sector Spdr

ETFs
336
+ 4.83%
$206.38 - $242.18 $69.3K - $81.4K
7.29K $1.5M
AVUV
American Centy ETF Tr Avantis

ETFs
58
+ 0.46%
$84.95 - $100.62 $4.93K - $5.84K
12.6K $1.09M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.01K
+ 4.66%
$81.1 - $94.7 $82.2K - $96K
22.8K $1.85M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
41
+ 0.08%
$75.47 - $84.24 $3.09K - $3.45K
50.4K $3.89M
MAR
Marriott International Inc

Consumer Cyclical
119
+ 2.61%
$237.01 - $304.45 $28.2K - $36.2K
4.68K $1.11M
STM
St Microelectronics N.V.

Technology
3.01K
+ 2.29%
$21.64 - $28.22 $65.1K - $84.9K
134K $2.95M
VO
Vanguard Mid Cap ETF

ETFs
230
+ 0.31%
$251.87 - $277.95 $57.9K - $63.9K
75.5K $19.5M
MGC
Vanguard Mega Cap ETF

ETFs
1.85K
+ 2.62%
$199.2 - $222.69 $369K - $412K
72.5K $14.6M
GPN
Global Payments Inc

Industrials
2.33K
+ 4.96%
$92.18 - $113.03 $214K - $263K
49.2K $4.82M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.51K
+ 2.26%
$302.31 - $337.54 $457K - $510K
68.4K $21M
ALGN
Align Technology Inc

Healthcare
481
+ 3.24%
$158.86 - $234.89 $76.4K - $113K
15.3K $2.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39
+ 0.14%
$507.05 - $563.67 $19.8K - $22K
27.4K $14.1M
VGT
Vanguard Information Technolog

ETFs
95
+ 1.03%
$542.38 - $646.34 $51.5K - $61.4K
9.32K $5.05M
ADBE
Adobe Inc.

Technology
356
+ 1.69%
$377.84 - $464.11 $135K - $165K
21.5K $8.24M
CRM
Salesforce, Inc.

Technology
1.03K
+ 3.97%
$268.36 - $359.95 $276K - $370K
26.9K $7.23M
VB
Vanguard Small Cap ETF

ETFs
1.33K
+ 1.27%
$217.89 - $252.64 $291K - $337K
106K $23.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
8.32K
+ 3.66%
$126.86 - $146.45 $1.06M - $1.22M
236K $30M
SPY
Spdr S&P 500 ETF Trust

ETFs
901
+ 0.98%
$551.42 - $612.93 $497K - $552K
93.1K $52.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.97K
+ 0.53%
$58.81 - $68.2 $174K - $202K
566K $33.8M
GOOGL
Alphabet Inc.

Communication Services
2.02K
+ 2.13%
$154.33 - $206.19 $312K - $417K
97K $15M
VONG
Vanguard Russell 1000 Growth E

ETFs
6.69K
+ 1.37%
$92.71 - $107.38 $620K - $719K
494K $45.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
53.7K
+ 1.86%
$27.56 - $32.1 $1.48M - $1.72M
2.94M $82.7M
VUG
Vanguard Growth ETF

ETFs
35.9K
+ 3.14%
$369.1 - $427.61 $13.2M - $15.3M
1.18M $437M
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