Modera Wealth Management, LLC New Holdings in Q2 2025

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
43.9K
New
$93.15 - $96.56 $4.09M - $4.24M
43.9K $4.21M
TYD
Direxion Daily 7 10 Yr Tsy Bul

ETFs
81K
New
$23.64 - $26.56 $1.91M - $2.15M
81K $2.05M
IQV
Iqvia Holdings Inc.

Healthcare
10.1K
New
$137.0 - $174.37 $1.38M - $1.76M
10.1K $1.59M
GLDM
World Gold Trust

ETFs
7.79K
New
$58.96 - $67.97 $459K - $530K
7.79K $510K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.14K
New
$100.04 - $100.54 $414K - $416K
4.14K $415K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
4.27K
New
$78.47 - $92.25 $335K - $394K
4.27K $346K
VPU
Vanguard Utilities ETF

ETFs
1.95K
New
$158.36 - $178.82 $308K - $348K
1.95K $343K
EFX
Equifax Inc

Industrials
1.22K
New
$205.5 - $280.54 $251K - $342K
1.22K $316K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.47K
New
$170.2 - $211.82 $250K - $311K
1.47K $310K
APH
Amphenol Corp

Technology
3.04K
New
$59.09 - $98.75 $179K - $300K
3.04K $299K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.3K
New
$22.09 - $22.44 $272K - $276K
12.3K $274K
MCHP
Microchip Technology Inc

Technology
3.79K
New
$35.34 - $71.6 $134K - $272K
3.79K $266K
FCX
Freeport Mcmoran Inc

Basic Materials
5.93K
New
$29.15 - $44.46 $173K - $264K
5.93K $257K
NEM
Newmont Corp

Basic Materials
4.29K
New
$44.18 - $59.46 $190K - $255K
4.29K $250K
JCI
Johnson Controls International PLC

Industrials
2.28K
New
$71.14 - $105.62 $162K - $240K
2.28K $240K
DELL
Dell Technologies Inc.

Technology
1.96K
New
$71.63 - $125.98 $141K - $247K
1.96K $240K
COIN
Coinbase Global, Inc.

Technology
684
New
$151.47 - $375.07 $104K - $257K
684 $239K
BWXT
Bwx Technologies, Inc.

Industrials
1.64K
New
$89.24 - $144.06 $146K - $236K
1.64K $236K
FDN
First Tr Fd Dow Jones

ETFs
873
New
$200.29 - $269.33 $175K - $235K
873 $235K
SOXX
Ishares Semiconductor ETF

ETFs
963
New
$154.86 - $239.07 $149K - $230K
963 $229K
KKR
Kkr & Co. Inc.

Financial Services
1.72K
New
$92.79 - $134.29 $159K - $230K
1.72K $228K
ARCC
Ares Capital Corp

Financial Services
10.3K
New
$18.91 - $22.43 $195K - $231K
10.3K $226K
AN
Autonation, Inc.

Consumer Cyclical
1.12K
New
$155.71 - $201.03 $174K - $224K
1.12K $221K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
5.61K
New
$32.08 - $39.57 $180K - $222K
5.61K $221K
EW
Edwards Lifesciences Corp

Healthcare
2.83K
New
$67.07 - $78.22 $190K - $221K
2.83K $221K
MLM
Martin Marietta Materials Inc

Basic Materials
401
New
$452.51 - $568.19 $181K - $228K
401 $220K
EWA
Ishares Msci Australia ETF

ETFs
8.35K
New
$20.82 - $26.71 $174K - $223K
8.35K $219K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.5K
New
$60.61 - $87.72 $152K - $219K
2.5K $212K
PWR
Quanta Services, Inc.

Industrials
563
New
$239.47 - $381.26 $135K - $215K
563 $212K
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.03K
New
$99.97 - $129.69 $203K - $263K
2.03K $211K
VRT
Vertiv Holdings CO

Industrials
2.44K
New
N/A
2.44K $211K
KEYS
Keysight Technologies, Inc.

Technology
1.27K
New
$127.02 - $165.4 $161K - $210K
1.27K $208K
IDU
Ishares Tr U S Utils ETF

ETFs
1.97K
New
$93.98 - $106.11 $185K - $209K
1.97K $206K
AZN
Astrazeneca PLC

Healthcare
2.92K
New
$64.87 - $75.0 $190K - $219K
2.92K $204K
PTC
Ptc Inc.

Technology
1.18K
New
$136.74 - $173.24 $161K - $205K
1.18K $203K
UCBI
United Community Banks Inc

Financial Services
6.95K
New
N/A
6.95K $203K
IRM
Iron Mountain Inc

Real Estate
1.95K
New
$76.93 - $105.25 $150K - $205K
1.95K $200K
WBD
Warner Bros. Discovery, Inc.

Communication Services
11.8K
New
$7.69 - $11.46 $90.6K - $135K
11.8K $135K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
11K
New
$7.42 - $8.86 $81.6K - $97.5K
11K $97K
JBLU
Jetblue Airways Corp

Industrials
22K
New
$3.43 - $5.42 $75.6K - $120K
22K $93K
INMB
Inmune Bio, Inc.

Healthcare
15.5K
New
$2.31 - $8.26 $35.7K - $128K
15.5K $35K
TLRY
Tilray Brands, Inc.

Healthcare
11K
New
$0.36 - $0.65 $3.94K - $7.12K
11K $4K
Dimensional ETF Trust
5.28K
New
N/A
5.28K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
5.75K
New
N/A
5.75K $0
Veralto Corp
2.04K
New
N/A
2.04K $0
Ginkgo Bioworks Holdings Inc
21.8K
New
N/A
21.8K $0
Cea Industries Inc
20K
New
N/A
20K $0
Canadian Pacific Kansas City
2.69K
New
N/A
2.69K $0
ALCC
Alt C Acquisition Corp.

Financial Services
7.75K
New
N/A
7.75K $0
Activity Summary
Buys All Purchases 304 New Holdings 50 Increased Positions 254 Sells All Sells 276 Reductions 276 Sold out 0 Options Calls 0 Puts 0
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