Modera Wealth Management, LLC New Holdings in Q3 2024

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EQT
Eqt Corp

Energy
15.4M
New
$30.21 - $37.21 $464M - $571M
15.4M $563M
VGT
Vanguard Information Technolog

ETFs
9.24K
New
$514.43 - $606.85 $4.76M - $5.61M
9.24K $5.42M
VHT
Vanguard Health Care ETF

ETFs
4.28K
New
$261.88 - $288.1 $1.12M - $1.23M
4.28K $1.21M
SBAC
Sba Communications Corp

Real Estate
3.67K
New
$189.0 - $245.01 $694K - $900K
3.67K $884K
FOUR
Shift4 Payments, Inc.

Technology
4.42K
New
$61.26 - $88.65 $271K - $392K
4.42K $391K
FC
Franklin Covey CO

Industrials
8.57K
New
$36.88 - $43.71 $316K - $374K
8.57K $352K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
15K
New
$21.35 - $22.73 $320K - $341K
15K $337K
FCX
Freeport Mcmoran Inc

Basic Materials
6.43K
New
$39.52 - $51.92 $254K - $334K
6.43K $320K
TMUS
T Mobile Us, Inc.

Communication Services
1.53K
New
$175.14 - $206.36 $267K - $315K
1.53K $315K
EFG
Msci Eafe Growth ETF

ETFs
2.91K
New
$96.84 - $108.77 $282K - $317K
2.91K $313K
CCJ
Cameco Corp

Energy
5.43K
New
$36.9 - $53.72 $200K - $292K
5.43K $259K
MELI
Mercadolibre Inc

Consumer Cyclical
124
New
$1591.44 - $2140.1 $197K - $265K
124 $254K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.22K
New
$52.1 - $59.66 $220K - $252K
4.22K $250K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11K
New
$21.96 - $22.69 $242K - $251K
11K $249K
NOW
Service Now, Inc.

Technology
273
New
$730.87 - $937.36 $200K - $256K
273 $244K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.9K
New
$36.02 - $41.68 $213K - $246K
5.9K $243K
SLB
Schlumberger Limited

Energy
5.59K
New
$39.57 - $49.67 $221K - $278K
5.59K $234K
IRM
Iron Mountain Inc

Real Estate
1.93K
New
$89.69 - $119.32 $173K - $230K
1.93K $229K
PTC
Ptc Inc.

Technology
1.25K
New
$164.85 - $187.32 $206K - $234K
1.25K $226K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.12K
New
$72.18 - $107.33 $153K - $228K
2.12K $225K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.66K
New
$33.89 - $41.64 $192K - $236K
5.66K $225K
WPC
W. P. Carey Inc.

Real Estate
3.58K
New
$54.63 - $63.96 $196K - $229K
3.58K $223K
WELL
Welltower Inc.

Real Estate
1.75K
New
$104.0 - $129.74 $181K - $226K
1.75K $223K
EMN
Eastman Chemical CO

Basic Materials
1.98K
New
$93.82 - $113.74 $186K - $225K
1.98K $221K
MET
Metlife Inc

Financial Services
2.67K
New
$67.96 - $82.48 $181K - $220K
2.67K $220K
EWA
Ishares Msci Australia ETF

ETFs
8.08K
New
$23.21 - $27.11 $188K - $219K
8.08K $219K
WTW
Willis Towers Watson PLC

Financial Services
746
New
$257.34 - $294.53 $192K - $220K
746 $219K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.82K
New
$114.73 - $120.23 $209K - $219K
1.82K $217K
VDC
Vanguard Consumer Staples ETF

ETFs
992
New
$201.77 - $221.32 $200K - $220K
992 $216K
MOD
Modine Manufacturing CO

Consumer Cyclical
1.61K
New
$94.6 - $133.72 $153K - $216K
1.61K $214K
HES
Hess Corp

Energy
1.57K
New
$126.3 - $155.44 $198K - $244K
1.57K $213K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
4.87K
New
$39.66 - $43.57 $193K - $212K
4.87K $212K
AWR
American States Water CO

Utilities
2.5K
New
$71.55 - $85.38 $179K - $213K
2.5K $207K
KHC
Kraft Heinz CO

Consumer Defensive
5.91K
New
$31.86 - $36.13 $188K - $213K
5.91K $207K
STZ
Constellation Brands, Inc.

Consumer Defensive
804
New
$236.42 - $259.82 $190K - $209K
804 $207K
LUV
Southwest Airlines CO

Industrials
6.98K
New
$23.7 - $29.93 $165K - $209K
6.98K $206K
UCBI
United Community Banks Inc

Financial Services
7.01K
New
$24.56 - $31.51 $172K - $221K
7.01K $205K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
5.61K
New
$33.08 - $36.65 $185K - $205K
5.61K $204K
MAS
Masco Corp

Industrials
2.42K
New
$64.7 - $83.94 $157K - $203K
2.42K $203K
AN
Autonation, Inc.

Consumer Cyclical
1.12K
New
$156.14 - $190.72 $176K - $214K
1.12K $201K
NUDM
Nuveen Esg International Devel

ETFs
6K
New
$30.15 - $34.01 $181K - $204K
6K $201K
VRT
Vertiv Holdings CO

Industrials
2.32K
New
$86.66 - $86.66 $201K - $201K
2.32K $200K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
18.1K
New
$9.27 - $11.62 $168K - $210K
18.1K $184K
BCS
Barclays PLC

Financial Services
12.8K
New
$10.59 - $12.45 $136K - $160K
12.8K $156K
RC
Ready Capital Corp

Real Estate
14K
New
$7.63 - $9.43 $107K - $132K
14K $107K
Seelos Therapeutics Inc
10.8K
New
N/A
10.8K $0
Veralto Corp
1.98K
New
N/A
1.98K $0
Amentum Holdings Inc
40.5K
New
N/A
40.5K $0
Arm Holdings PLC
1.69K
New
N/A
1.69K $0
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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