Modera Wealth Management, LLC New Holdings in Q1 2025

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMG
Warner Music Group Corp.

Communication Services
44.8K
New
$29.3 - $36.3 $1.31M - $1.63M
44.8K $1.4M
FVCB
Fvc Bankcorp, Inc.

Financial Services
78.7K
New
$10.01 - $13.27 $787K - $1.04M
78.7K $831K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.22K
New
$56.17 - $59.71 $406K - $431K
7.22K $412K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.78K
New
$34.58 - $45.97 $304K - $404K
8.78K $403K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.79K
New
$51.45 - $58.51 $401K - $456K
7.79K $403K
CNI
Canadian National Railway CO

Industrials
3.68K
New
$95.46 - $106.79 $351K - $393K
3.68K $358K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.63K
New
$80.53 - $147.57 $212K - $388K
2.63K $347K
IDV
Ishares Tr

ETFs
10.1K
New
$27.0 - $31.7 $271K - $319K
10.1K $311K
TMUS
T Mobile Us, Inc.

Communication Services
1.12K
New
$211.3 - $272.83 $238K - $307K
1.12K $299K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.26K
New
$113.59 - $123.29 $257K - $279K
2.26K $263K
FOUR
Shift4 Payments, Inc.

Technology
3K
New
$81.71 - $125.66 $245K - $377K
3K $245K
SGRY
Surgery Partners, Inc.

Healthcare
10.3K
New
$19.85 - $25.87 $204K - $265K
10.3K $243K
HEFA
Ishares Currency Hedged Msci E

ETFs
6.36K
New
$34.83 - $37.52 $221K - $239K
6.36K $230K
HUM
Humana Inc

Healthcare
869
New
$249.11 - $303.11 $216K - $263K
869 $229K
SLV
I Shares Silver Trust

ETFs
7.42K
New
$26.93 - $31.32 $200K - $232K
7.42K $229K
CCJ
Cameco Corp

Energy
5.43K
New
$40.64 - $56.86 $221K - $309K
5.43K $223K
SLB
Schlumberger Limited

Energy
5.21K
New
$38.4 - $43.74 $200K - $228K
5.21K $217K
RDNT
Rad Net, Inc.

Healthcare
4.38K
New
$45.92 - $72.75 $201K - $318K
4.38K $217K
RGLD
Royal Gold Inc

Basic Materials
1.31K
New
$132.55 - $163.51 $174K - $214K
1.31K $214K
RL
Ralph Lauren Corp

Consumer Cyclical
972
New
$215.68 - $286.74 $210K - $279K
972 $214K
WRBY
Warby Parker Inc.

Healthcare
10.2K
New
$17.82 - $28.42 $182K - $290K
10.2K $185K
CHK
Chesapeake Energy Corp

Energy
2.01K
New
N/A
2.01K $172K
ZVIA
Zevia Pbc

Consumer Defensive
10K
New
$2.03 - $4.83 $20.4K - $48.5K
10K $21K
NNDM
Nano Dimension Ltd.

Technology
13K
New
$1.59 - $2.66 $20.7K - $34.6K
13K $20K
SES
Ses Ai Corp

Consumer Cyclical
21K
New
$0.4 - $2.25 $8.4K - $47.3K
21K $10K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
10.3K
New
$0.6 - $1.22 $6.17K - $12.5K
10.3K $6K
Fidelity Covington Trust
16.6K
New
N/A
16.6K $0
Atlas Energy Solutions Inc
10.6K
New
N/A
10.6K $0
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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