Modera Wealth Management, LLC Sells in Q4 2024

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RPM
Rpm International Inc

Basic Materials
-57
- 1.43%
$120.09 - $140.26 $6.85K - $7.99K
3.94K $484K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-817
- 1.66%
$46.53 - $49.91 $38K - $40.8K
48.4K $2.33M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-15
- 0.26%
$83.09 - $89.28 $1.25K - $1.34K
5.7K $484K
FNB
Fnb Corp

Financial Services
-391
- 2.09%
$13.56 - $17.29 $5.3K - $6.76K
18.3K $270K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-78
- 2.51%
$61.21 - $76.19 $4.77K - $5.94K
3.03K $226K
AME
Ametek Inc

Industrials
-80
- 2.5%
$165.89 - $197.38 $13.3K - $15.8K
3.12K $562K
VXF
Vanguard Extended Market ETF

ETFs
-11
- 0.48%
$179.17 - $207.15 $1.97K - $2.28K
2.28K $432K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-100
- 3.79%
$340.59 - $380.5 $34.1K - $38.1K
2.54K $928K
KKR
Kkr & Co. Inc.

Financial Services
-35
- 1.77%
$129.87 - $162.87 $4.55K - $5.7K
1.95K $288K
OKE
Oneok Inc

Energy
-123
- 2.63%
$92.28 - $117.05 $11.4K - $14.4K
4.56K $457K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
-389
- 0.98%
$10.78 - $12.75 $4.19K - $4.96K
39.4K $491K
ET
Energy Transfer LP

Energy
-405
- 3.26%
$16.05 - $19.86 $6.5K - $8.04K
12K $235K
IWV
Ishares Russell 3000 ETF

ETFs
-18
- 0.28%
$323.08 - $349.08 $5.82K - $6.28K
6.32K $2.11M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-760
- 1.35%
$124.61 - $133.96 $94.7K - $102K
55.5K $7.15M
VBK
Vanguard Small Cap Growth ETF

ETFs
-3.17K
- 4.23%
$264.18 - $304.19 $837K - $964K
71.8K $20.1M
NTRA
Natera, Inc.

Healthcare
-2
- 0.09%
$117.67 - $174.0 $235 - $348
2.19K $347K
CRWD
Crowd Strike Holdings, Inc.

Technology
-324
- 8.95%
$275.15 - $388.2 $89.1K - $126K
3.3K $1.13M
SPYG
Spdr Portfolio

ETFs
-1.25K
- 2.72%
$81.74 - $91.38 $102K - $114K
44.7K $3.93M
FDX
Fedex Corp

Industrials
-348
- 0.94%
$260.5 - $305.15 $90.7K - $106K
36.7K $10.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-920
- 1.36%
$311.11 - $335.64 $286K - $309K
66.9K $21.5M
VGT
Vanguard Information Technolog

ETFs
-20
- 0.22%
$571.78 - $647.97 $11.4K - $13K
9.22K $5.74M
HBAN
Huntington Bancshares Inc

Financial Services
-5.33K
- 1.55%
$14.18 - $18.2 $75.5K - $96.9K
337K $5.49M
SEIC
Sei Investments CO

Financial Services
-2.42K
- 2.82%
$69.36 - $86.58 $168K - $209K
83.3K $6.87M
SPY
Spdr S&P 500 ETF Trust

ETFs
-194
- 0.21%
$567.81 - $607.81 $110K - $118K
92.2K $54M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-12.1K
- 1.04%
$61.52 - $66.5 $747K - $807K
1.15M $73.7M
SCHW
Schwab Charles Corp

Financial Services
-4.45K
- 2.68%
$63.31 - $82.85 $282K - $369K
161K $11.9M
DFAU
Dimensional ETF Tr

ETFs
-40.5K
- 1.1%
$39.27 - $42.38 $1.59M - $1.72M
3.64M $147M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-8.24K
- 0.16%
$33.92 - $36.6 $279K - $302K
5.17M $179M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-673
- 0.29%
$129.96 - $144.97 $87.5K - $97.6K
228K $31.7M
EMR
Emerson Electric CO

Industrials
-2.96K
- 1.38%
$108.13 - $134.33 $320K - $398K
212K $26.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-7.81K
- 1.03%
$94.43 - $105.47 $738K - $824K
754K $76.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6.79K
- 2.44%
$370.24 - $418.94 $2.51M - $2.85M
271K $109M
CSCO
Cisco Systems, Inc.

Technology
-4.54K
- 0.53%
$52.45 - $60.02 $238K - $272K
849K $50.2M
WSM
Williams Sonoma Inc

Consumer Cyclical
-11.1K
- 4.76%
$129.13 - $198.21 $1.44M - $2.2M
222K $41.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.34K
- 1.21%
$172.07 - $207.36 $575K - $692K
273K $53.9M
JPM
Jpmorgan Chase & CO

Financial Services
-2.3K
- 0.98%
$205.18 - $250.29 $473K - $576K
233K $56M
GOOG
Alphabet Inc.

Communication Services
-3.04K
- 0.82%
$163.08 - $198.16 $496K - $603K
370K $70.5M
AAPL
Apple Inc.

Technology
-6.95K
- 0.78%
$221.69 - $259.02 $1.54M - $1.8M
884K $221M
AVGO
Broadcom Inc.

Technology
-12.4K
- 2.82%
$159.67 - $250.0 $1.98M - $3.11M
428K $99.3M
Activity Summary
Buys All Purchases 379 New Holdings 49 Increased Positions 330 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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