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
IWM
Ishares Russell 2000 ETF

ETFs
-6.05K
- 3.35%
$174.82 - $215.79 $1.06M - $1.31M
175K $37.7M
SCHW
Schwab Charles Corp

Financial Services
-2.91K
- 1.85%
$69.06 - $91.24 $201K - $265K
154K $14.1M
DFAE
Dimensional ETF Tr

ETFs
-5.34K
- 0.81%
$22.87 - $28.95 $122K - $155K
656K $19M
DIS
Walt Disney CO

Communication Services
-4.43K
- 4.26%
$81.72 - $124.01 $362K - $550K
99.7K $12.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-85
- 0.12%
$272.36 - $339.57 $23.2K - $28.9K
68.3K $23.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-14K
- 1.65%
$51.16 - $62.02 $717K - $869K
836K $51.8M
EFV
Msci Eafe Value ETF

ETFs
-100K
- 5.27%
$52.4 - $64.65 $5.26M - $6.49M
1.81M $115M
AVDE
American Centy ETF Tr Avantis

ETFs
-10.9K
- 2.63%
$59.32 - $74.36 $646K - $810K
403K $29.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-23.6K
- 1.49%
$19.6 - $24.44 $462K - $576K
1.55M $38M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.19K
- 0.74%
$72.96 - $90.39 $306K - $379K
565K $50.5M
VTI
Vanguard Total Stock Market Et

ETFs
-3.75K
- 2.07%
$243.75 - $303.93 $913K - $1.14M
177K $53.9M
VTV
Vanguard Value ETF

ETFs
-11.7K
- 0.7%
$153.67 - $176.74 $1.79M - $2.06M
1.65M $292M
EMR
Emerson Electric CO

Industrials
-1.81K
- 0.87%
$94.15 - $133.33 $171K - $242K
207K $27.6M
CSCO
Cisco Systems, Inc.

Technology
-10.3K
- 1.25%
$53.19 - $69.38 $550K - $718K
815K $56.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-31.2K
- 1.76%
$39.89 - $49.46 $1.24M - $1.54M
1.75M $86.3M
DFIV
Dimensional ETF Tr

ETFs
-34.5K
- 1.35%
$34.67 - $43.21 $1.2M - $1.49M
2.52M $108M
ORCL
Oracle Corp

Technology
-289
- 0.29%
$122.82 - $218.63 $35.5K - $63.2K
100K $21.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.8K
- 0.36%
$82.51 - $109.2 $149K - $197K
492K $53.7M
JPM
Jpmorgan Chase & CO

Financial Services
-2.61K
- 1.14%
$210.28 - $289.91 $549K - $756K
227K $65.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
-12.7K
- 1.74%
$82.96 - $110.1 $1.06M - $1.4M
721K $79.4M
DFAU
Dimensional ETF Tr

ETFs
-55.9K
- 1.59%
$34.04 - $42.36 $1.9M - $2.37M
3.47M $147M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-49.9K
- 0.97%
$29.12 - $35.84 $1.45M - $1.79M
5.07M $182M
IEFA
Ishares Tr

ETFs
-52.9K
- 1.51%
$67.83 - $84.09 $3.59M - $4.45M
3.45M $288M
AVGO
Broadcom Inc.

Technology
-12K
- 2.96%
$146.29 - $275.65 $1.76M - $3.31M
394K $109M
MSFT
Microsoft Corp

Technology
-7.08K
- 1.74%
$354.56 - $497.45 $2.51M - $3.52M
401K $199M
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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