Modera Wealth Management, LLC Portfolio Holdings
Modera Wealth Management, LLC
- $7.26 Billion
- Q1 2025
Modera Wealth Management, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.26 Billion distributed in 607 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $437M, Vanguard Ftse Developed Market with a value of $289M, Vanguard Value ETF with a value of $287M, Vanguard Dividend Appreciation with a value of $269M, and Ishares Tr with a value of $265M.
Examining the 13F form we can see an decrease of $882M in the current position value, from $8.14B to 7.26B.
Below you can find more details about Modera Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$7.26 Billion
ETFs: $5.31 Billion
Technology: $611 Million
Financial Services: $316 Million
Healthcare: $268 Million
Consumer Cyclical: $219 Million
Industrials: $171 Million
Consumer Defensive: $152 Million
Communication Services: $144 Million
Other: $58.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 607
- Current Value $7.26 Billion
- Prior Value $8.14 Billion
- Filing
- Period Q1 2025
- Filing Date May 08, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 29 stocks
- Additional Purchases 179 stocks
- Sold out of 0 stocks
- Reduced holdings in 349 stocks