Modera Wealth Management, LLC Reduced Holdings in Q1 2025

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFSI
Dimensional ETF Tr Dimen Intl
-1.37K
- 6.11%
N/A
21K $0
Dimensional ETF Trust
-1.28K
- 0.73%
N/A
173K $0
DFSB
Dimensional ETF Tr Dimensional
-2.3K
- 14.81%
N/A
13.2K $0
J P Morgan Exchange Traded F
-4.38K
- 5.65%
N/A
73.2K $0
Ge Healthcare Technologies I
-347
- 7.39%
N/A
4.35K $0
Te Connectivity PLC
-83
- 2.9%
N/A
2.78K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
-744
- 4.23%
N/A
16.8K $0
VZ
Verizon Communications Inc

Communication Services
-2.66K
- 11.92%
$37.81 - $46.49 $101K - $124K
19.7K $893K
XLE
Energy Sector Spdr

ETFs
-515
- 8.17%
$85.7 - $93.96 $44.1K - $48.4K
5.79K $540K
KMB
Kimberly Clark Corp

Consumer Defensive
-398
- 7.7%
$124.46 - $147.4 $49.5K - $58.7K
4.77K $678K
WY
Weyerhaeuser CO

Real Estate
-200
- 2.39%
$27.29 - $31.39 $5.46K - $6.28K
8.17K $239K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-42
- 1.15%
$61.2 - $68.24 $2.57K - $2.87K
3.61K $237K
TRV
Travelers Companies, Inc.

Financial Services
-178
- 7.46%
$232.43 - $265.13 $41.4K - $47.2K
2.21K $583K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-168
- 4.64%
$67.08 - $76.14 $11.3K - $12.8K
3.46K $254K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-261
- 2.45%
$55.47 - $61.45 $14.5K - $16K
10.4K $612K
SO
Southern CO

Utilities
-1.15K
- 9.64%
$80.96 - $92.96 $92.9K - $107K
10.8K $989K
EPD
Enterprise Products Partners L.P.

Energy
-1.22K
- 6.46%
$31.75 - $34.14 $38.7K - $41.6K
17.7K $602K
EBAY
Ebay Inc

Consumer Cyclical
-632
- 6.44%
$61.61 - $70.93 $38.9K - $44.8K
9.18K $621K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-400
- 1.51%
$39.18 - $43.52 $15.7K - $17.4K
26.2K $1.09M
COP
Conocophillips

Energy
-424
- 3.88%
$88.6 - $105.85 $37.6K - $44.9K
10.5K $1.1M
WSO
Watsco Inc

Industrials
-41
- 3.39%
$463.86 - $530.75 $19K - $21.8K
1.17K $594K
ES
Eversource Energy

Utilities
-97
- 1.57%
$55.63 - $63.8 $5.4K - $6.19K
6.06K $376K
GILD
Gilead Sciences, Inc.

Healthcare
-655
- 13.04%
$89.14 - $117.41 $58.4K - $76.9K
4.37K $489K
RWO
Spdr Dow Jones Global Real Est

ETFs
-3.03K
- 1.42%
$41.41 - $45.24 $125K - $137K
209K $9.14M
XLV
Select Sector Spdr Fund Health

ETFs
-4
- 0.11%
$137.61 - $149.68 $550 - $599
3.58K $522K
DG
Dollar General Corp

Consumer Defensive
-22
- 0.79%
$68.44 - $87.93 $1.51K - $1.93K
2.75K $241K
WTRG
Essential Utilities, Inc.

Utilities
-279
- 2.13%
$33.49 - $40.57 $9.34K - $11.3K
12.8K $507K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-411
- 0.46%
$20.2 - $22.24 $8.3K - $9.14K
88.5K $1.9M
PSX
Phillips 66

Energy
-77
- 1.76%
$113.93 - $131.55 $8.77K - $10.1K
4.31K $531K
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 0.75%
$1739.0 - $2260.0 $1.74K - $2.26K
133 $259K
CI
Cigna Corp

Healthcare
-195
- 10.82%
$274.49 - $329.0 $53.5K - $64.2K
1.61K $529K
LOGI
Logitech International S.A.

Technology
-404
- 1.18%
$81.64 - $105.06 $33K - $42.4K
33.8K $2.85M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-112
- 0.26%
$37.07 - $40.63 $4.15K - $4.55K
43.8K $1.72M
NVS
Novartis Ag

Healthcare
-375
- 6.49%
$97.14 - $115.57 $36.4K - $43.3K
5.4K $602K
NFLX
Netflix Inc

Communication Services
-47
- 2.27%
$828.4 - $1058.6 $38.9K - $49.8K
2.02K $1.89M
TDY
Teledyne Technologies Inc

Technology
-18
- 1.18%
$455.51 - $518.84 $8.2K - $9.34K
1.5K $747K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-414
- 0.2%
$24.29 - $24.65 $10.1K - $10.2K
206K $5.08M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-408
- 0.94%
$48.43 - $49.9 $19.8K - $20.4K
42.8K $2.14M
AEP
American Electric Power CO Inc

Utilities
-573
- 8.95%
$90.32 - $109.27 $51.8K - $62.6K
5.83K $636K
WELL
Welltower Inc.

Real Estate
-94
- 4.19%
$124.05 - $156.86 $11.7K - $14.7K
2.15K $329K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-63
- 0.86%
$98.98 - $113.18 $6.24K - $7.13K
7.24K $818K
ROL
Rollins Inc

Consumer Cyclical
-312
- 3.44%
$45.65 - $54.03 $14.2K - $16.9K
8.76K $473K
SHEL
Shell PLC

Energy
-83
- 1.42%
$62.84 - $73.29 $5.22K - $6.08K
5.78K $423K
AZO
Autozone Inc

Consumer Cyclical
-7
- 4.79%
$3193.96 - $3828.11 $22.4K - $26.8K
139 $529K
AMT
American Tower Corp

Real Estate
-5
- 0.26%
$173.46 - $217.6 $867 - $1.09K
1.94K $422K
VRSN
Verisign Inc

Technology
-52
- 2.99%
$205.1 - $254.74 $10.7K - $13.2K
1.69K $428K
AJG
Arthur J. Gallagher & Co.

Financial Services
-52
- 3.34%
$275.89 - $345.24 $14.3K - $18K
1.51K $519K
BMY
Bristol Myers Squibb CO

Healthcare
-612
- 2.27%
$53.9 - $63.11 $33K - $38.6K
26.3K $1.6M
WM
Waste Management Inc

Industrials
-54
- 1.69%
$200.54 - $233.78 $10.8K - $12.6K
3.15K $728K
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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