Modera Wealth Management, LLC Portfolio Holdings
Modera Wealth Management, LLC
- $7.79 Billion
- Q3 2024
Modera Wealth Management, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $7.79 Billion distributed in 604 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eqt Corp with a value of $563M, Vanguard Growth ETF with a value of $435M, Vanguard Ftse Developed Market with a value of $293M, Vanguard Value ETF with a value of $263M, and Vanguard Dividend Appreciation with a value of $250M.
Examining the 13F form we can see an increase of $1.04B in the current position value, from $6.75B to 7.79B.
Below you can find more details about Modera Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$7.79 Billion
ETFs: $5.07 Billion
Technology: $679 Million
Energy: $583 Million
Financial Services: $352 Million
Healthcare: $301 Million
Consumer Cyclical: $234 Million
Industrials: $187 Million
Consumer Defensive: $168 Million
Other: $201 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 604
- Current Value $7.79 Billion
- Prior Value $6.75 Billion
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 53 stocks
- Additional Purchases 255 stocks
- Sold out of 0 stocks
- Reduced holdings in 243 stocks