Modera Wealth Management, LLC Reduced Holdings in Q2 2025

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-21.1K
- 59.72%
$274.35 - $599.47 $5.78M - $12.6M
14.2K $4.44M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-194K
- 11.79%
$90.56 - $109.49 $17.6M - $21.3M
1.45M $159M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-479K
- 16.31%
$24.21 - $29.47 $11.6M - $14.1M
2.46M $72.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.58K
- 1.59%
$483.48 - $539.8 $763K - $852K
97.9K $47.5M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.66K
- 1.29%
$210.83 - $235.28 $772K - $861K
280K $62.1M
AMGN
Amgen Inc

Healthcare
-1.5K
- 1.38%
$262.28 - $309.85 $392K - $464K
107K $29.9M
PEP
Pepsico Inc

Consumer Defensive
-6.58K
- 4.23%
$128.02 - $151.37 $842K - $995K
149K $19.7M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-44.2K
- 5.11%
$22.66 - $26.12 $1M - $1.15M
820K $20.1M
MUB
Ishares National Muni Bond ETF

ETFs
-30.1K
- 12.4%
$102.31 - $105.8 $3.08M - $3.18M
213K $22.2M
JNJ
Johnson & Johnson

Healthcare
-2.15K
- 0.94%
$146.36 - $159.82 $315K - $344K
226K $34.6M
PG
Procter & Gamble CO

Consumer Defensive
-5.26K
- 3.39%
$157.66 - $172.39 $829K - $906K
150K $23.8M
UPS
United Parcel Service Inc

Industrials
-12.7K
- 9.16%
$91.92 - $110.2 $1.16M - $1.4M
126K $12.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-42.2K
- 6.18%
$48.13 - $49.85 $2.03M - $2.1M
640K $31.4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-184K
- 15.38%
$57.14 - $72.68 $10.5M - $13.4M
1.01M $73.7M
TGT
Target Corp

Consumer Defensive
-7.52K
- 5.61%
$88.76 - $105.77 $667K - $795K
127K $12.5M
JPUS
Jpmorgan Diversified Return Us

ETFs
-19.9K
- 6.71%
$102.8 - $118.19 $2.05M - $2.36M
277K $32.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-868
- 3.62%
$421.16 - $509.5 $366K - $442K
23.1K $10.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-23.4K
- 2.41%
$77.94 - $79.5 $1.83M - $1.86M
949K $75.4M
GPN
Global Payments Inc

Industrials
-5.18K
- 10.54%
$67.47 - $99.6 $350K - $516K
44K $3.52M
FDX
Fedex Corp

Industrials
-3.08K
- 8.66%
$198.07 - $245.17 $610K - $755K
32.5K $7.39M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-759
- 9.67%
$483.07 - $625.6 $367K - $475K
7.09K $3.72M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-23.2K
- 5.12%
$50.1 - $51.02 $1.16M - $1.18M
430K $21.9M
SBUX
Starbucks Corp

Consumer Cyclical
-782
- 0.52%
$79.69 - $99.41 $62.3K - $77.7K
149K $13.7M
CL
Colgate Palmolive CO

Consumer Defensive
-7.26K
- 6.28%
$87.57 - $96.0 $635K - $697K
108K $9.85M
CVX
Chevron Corp

Energy
-347
- 1.11%
$133.73 - $168.51 $46.4K - $58.5K
30.8K $4.41M
CMCSA
Comcast Corp

Communication Services
-15.1K
- 9.02%
$32.84 - $36.72 $496K - $555K
152K $5.44M
MRK
Merck & Co., Inc.

Healthcare
-2.91K
- 6.04%
$73.47 - $87.12 $214K - $254K
45.3K $3.58M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.93K
- 2.94%
$96.84 - $99.46 $574K - $590K
196K $19.4M
AFL
Aflac Inc

Financial Services
-237
- 0.34%
$99.77 - $112.45 $23.6K - $26.7K
70.5K $7.43M
BMY
Bristol Myers Squibb CO

Healthcare
-639
- 2.43%
$44.12 - $59.6 $28.2K - $38.1K
25.7K $1.19M
FVCB
Fvc Bankcorp, Inc.

Financial Services
-43.3K
- 55.07%
$9.69 - $11.95 $420K - $518K
35.3K $417K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-20
- 0.46%
$390.26 - $489.06 $7.81K - $9.78K
4.33K $1.75M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-9.57K
- 2.02%
$75.05 - $77.34 $718K - $740K
465K $36M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-7K
- 0.91%
$26.18 - $26.93 $183K - $188K
765K $20.4M
DOW
Dow Inc.

Basic Materials
-3.98K
- 13.97%
$25.81 - $34.89 $103K - $139K
24.5K $649K
LHX
L3 Harris Technologies, Inc.

Industrials
-2.46K
- 37.38%
$200.21 - $256.99 $493K - $632K
4.12K $1.03M
RIO
Rio Tinto PLC

Basic Materials
-2.65K
- 4.12%
$52.32 - $62.75 $139K - $166K
61.7K $3.6M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-5.11K
- 6.83%
$46.77 - $47.89 $239K - $245K
69.7K $3.3M
HD
Home Depot, Inc.

Consumer Cyclical
-709
- 0.84%
$335.24 - $380.78 $238K - $270K
83.4K $30.6M
VNQ
Vanguard Specialized Funds Van

ETFs
-666
- 0.56%
$79.79 - $91.42 $53.1K - $60.9K
118K $10.5M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-4.63K
- 4.65%
$67.03 - $80.35 $310K - $372K
94.9K $7.57M
CTVA
Corteva, Inc.

Basic Materials
-7.7K
- 26.27%
$55.52 - $74.53 $428K - $574K
21.6K $1.61M
APD
Air Products & Chemicals, Inc.

Basic Materials
-521
- 7.74%
$248.61 - $294.96 $130K - $154K
6.21K $1.75M
KO
Coca Cola CO

Consumer Defensive
-1.04K
- 0.58%
$68.37 - $73.9 $71K - $76.7K
177K $12.5M
GLD
Spdr Gold Trust

ETFs
-1.79K
- 9.35%
$273.71 - $316.29 $491K - $567K
17.4K $5.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
-5.52K
- 2.52%
$79.56 - $82.92 $439K - $457K
214K $17.7M
AVTR
Avantor, Inc.

Basic Materials
-278
- 0.39%
$11.94 - $16.29 $3.32K - $4.53K
70.8K $953K
MO
Altria Group, Inc.

Consumer Defensive
-2.67K
- 11.42%
$55.56 - $60.91 $148K - $162K
20.7K $1.21M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-4.1K
- 2.77%
$61.25 - $63.4 $251K - $260K
144K $9.12M
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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