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
SAP
Sap Se

Technology
-11
- 0.28%
$241.4 - $293.69 $2.66K - $3.23K
3.85K $1.03M
INTC
Intel Corp

Technology
-1.65K
- 3.61%
$19.1 - $27.39 $31.6K - $45.3K
44.2K $1M
L
Loews Corp

Financial Services
-47
- 0.31%
$81.13 - $91.91 $3.81K - $4.32K
15.3K $1.4M
UNH
Unitedhealth Group Inc

Healthcare
-1.04K
- 2.86%
$461.52 - $548.18 $480K - $570K
35.3K $18.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.55K
- 0.68%
$76.94 - $78.28 $119K - $121K
226K $17.7M
MMM
3 M CO

Industrials
-346
- 3.67%
$129.7 - $155.12 $44.9K - $53.7K
9.08K $1.33M
COST
Costco Wholesale Corp

Consumer Defensive
-89
- 1.26%
$890.62 - $1076.86 $79.3K - $95.8K
6.99K $6.61M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-9.93K
- 1.01%
$77.7 - $78.94 $772K - $784K
972K $76.8M
EEM
Ishares Msci Emerging Markets

ETFs
-654
- 0.73%
$40.81 - $45.34 $26.7K - $29.7K
88.6K $3.87M
CTVA
Corteva, Inc.

Basic Materials
-181
- 0.61%
$55.94 - $66.15 $10.1K - $12K
29.3K $1.85M
IWD
Ishares Russell 1000 Val ETF

ETFs
-6.25K
- 1.4%
$182.82 - $196.21 $1.14M - $1.23M
440K $82.7M
UL
Unilever PLC

Consumer Defensive
-8.2K
- 3.47%
$54.72 - $60.29 $449K - $495K
228K $13.6M
DUK
Duke Energy Corp

Utilities
-989
- 4.56%
$105.87 - $121.97 $105K - $121K
20.7K $2.52M
DE
Deere & CO

Industrials
-133
- 2.07%
$408.57 - $509.27 $54.3K - $67.7K
6.3K $2.96M
JPM
Jpmorgan Chase & CO

Financial Services
-4.36K
- 1.87%
$225.19 - $279.95 $982K - $1.22M
229K $56.2M
NOC
Northrop Grumman Corp

Industrials
-89
- 1.12%
$433.45 - $513.82 $38.6K - $45.7K
7.89K $4.04M
NTR
Nutrien Ltd.

Basic Materials
-1.06K
- 1.38%
$45.28 - $53.84 $47.9K - $57K
75.5K $3.75M
SYK
Stryker Corp

Healthcare
-598
- 1.33%
$355.18 - $399.9 $212K - $239K
44.5K $16.6M
GE
General Electric CO

Industrials
-133
- 1.14%
$168.59 - $212.13 $22.4K - $28.2K
11.5K $2.3M
SCHW
Schwab Charles Corp

Financial Services
-4.1K
- 2.54%
$71.24 - $83.64 $292K - $343K
157K $12.3M
TD
Toronto Dominion Bank

Financial Services
-8.46K
- 6.42%
$53.12 - $61.15 $449K - $517K
123K $7.38M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-200
- 0.1%
$95.85 - $99.25 $19.2K - $19.9K
202K $20M
DFAI
Dimensional ETF Tr

ETFs
-11K
- 2.68%
$28.88 - $32.4 $318K - $357K
401K $12.5M
DFAX
Dimensional ETF Tr
-7.41K
- 1.44%
$24.45 - $27.2 $181K - $202K
507K $13.3M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4.52K
- 2.81%
$75.32 - $84.77 $341K - $383K
156K $12.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-37.2K
- 2.05%
$42.5 - $46.71 $1.58M - $1.74M
1.78M $80.4M
AFL
Aflac Inc

Financial Services
-7
- 0.01%
$100.99 - $111.19 $707 - $778
70.7K $7.86M
CSCO
Cisco Systems, Inc.

Technology
-23.2K
- 2.73%
$58.74 - $64.87 $1.36M - $1.5M
825K $50.9M
MCK
Mckesson Corp

Healthcare
-95
- 1.27%
$566.21 - $672.99 $53.8K - $63.9K
7.4K $4.98M
ADP
Automatic Data Processing Inc

Industrials
-1.71K
- 1.73%
$286.85 - $318.64 $489K - $543K
97K $29.6M
XOM
Exxon Mobil Corp

Energy
-792
- 1.07%
$105.44 - $118.93 $83.5K - $94.2K
73.4K $8.73M
CVS
Cvs Health Corp

Healthcare
-2.91K
- 6.38%
$44.22 - $68.64 $129K - $200K
42.7K $2.89M
PM
Philip Morris International Inc.

Consumer Defensive
-526
- 2.09%
$117.15 - $158.79 $61.6K - $83.5K
24.6K $3.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.91K
- 4.54%
$142.8 - $176.36 $416K - $513K
61.2K $10.6M
KO
Coca Cola CO

Consumer Defensive
-6.89K
- 3.72%
$60.81 - $72.32 $419K - $499K
178K $12.8M
ELV
Elevance Health, Inc.

Healthcare
-155
- 0.65%
$365.9 - $436.25 $56.7K - $67.6K
23.8K $10.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-637
- 2.59%
$402.49 - $513.76 $256K - $327K
24K $11.6M
LLY
Eli Lilly & CO

Healthcare
-1.24K
- 2.4%
$725.72 - $929.72 $897K - $1.15M
50.2K $41.5M
ABT
Abbott Laboratories

Healthcare
-1.92K
- 1.73%
$111.1 - $140.22 $213K - $269K
109K $14.4M
ABBV
Abb Vie Inc.

Healthcare
-1.4K
- 1.84%
$169.2 - $216.66 $237K - $304K
74.9K $15.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-12.6K
- 2.17%
$74.85 - $84.89 $946K - $1.07M
569K $46.5M
V
Visa Inc.

Financial Services
-2.15K
- 1.59%
$306.92 - $362.71 $659K - $779K
133K $46.6M
JNJ
Johnson & Johnson

Healthcare
-3.62K
- 1.56%
$142.06 - $167.7 $515K - $608K
229K $37.9M
AMGN
Amgen Inc

Healthcare
-3.27K
- 2.93%
$258.59 - $327.36 $845K - $1.07M
108K $33.8M
EFV
Msci Eafe Value ETF

ETFs
-97.7K
- 4.87%
$51.88 - $60.73 $5.07M - $5.93M
1.91M $112M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-358
- 0.36%
$442.66 - $534.52 $158K - $191K
99.5K $53M
DFIV
Dimensional ETF Tr

ETFs
-39.9K
- 1.54%
$35.33 - $40.77 $1.41M - $1.63M
2.55M $100M
VEA
Vanguard Ftse Developed Market

ETFs
-112K
- 1.94%
$47.4 - $52.99 $5.31M - $5.94M
5.68M $289M
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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