Modera Wealth Management, LLC Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$6.6B
Holdings
570
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (570 positions)
| Stock | Value |
|---|---|
GOOGALPHABET INC | $57K |
VBRVANGUARD INDEX FDS | $56K |
IJHISHARES TR | $53K |
BLKCHFBLACKROCK INC | $52K |
NVONOVO-NORDISK A S | $52K |
JPMJPMORGAN CHASE & CO | $50K |
DFATDIMENSIONAL ETF TRUST | $48K |
VCSHVANGUARD SCOTTSDALE FDS | $48K |
LLYELI LILLY & CO | $46K |
EFAISHARES TR | $45K |
CSCOCISCO SYS INC | $44K |
AMZNAMAZON COM INC | $43K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $43K |
VONGVANGUARD SCOTTSDALE FDS | $41K |
WSMWILLIAMS SONOMA INC | $40K |
IWMISHARES TR | $40K |
JPUSJ P MORGAN EXCHANGE TRADED F | $38K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $38K |
JNJJOHNSON & JOHNSON | $38K |
VVISA INC | $37K |
SCHXSCHWAB STRATEGIC TR | $37K |
AMGNAMGEN INC | $36K |
VTIVANGUARD INDEX FDS | $35K |
VTEBVANGUARD MUN BD FDS | $33K |
HDHOME DEPOT INC | $33K |
IPGINTERPUBLIC GROUP COS INC | $31K |
PEPPEPSICO INC | $30K |
FLOTISHARES TR | $30K |
BIVVANGUARD BD INDEX FDS | $29K |
IUSGISHARES TR | $27K |
DYHTARGET CORP | $27K |
PGPROCTER AND GAMBLE CO | $27K |
SCHMSCHWAB STRATEGIC TR | $26K |
IWNISHARES TR | $26K |
EMREMERSON ELEC CO | $25K |
PNCPNC FINL SVCS GROUP INC | $25K |
SCHGSCHWAB STRATEGIC TR | $25K |
ADPAUTOMATIC DATA PROCESSING IN | $24K |
REETISHARES TR | $23K |
DFASDIMENSIONAL ETF TRUST | $23K |
SPYSPDR S&P 500 ETF TR | $22K |
IAGGISHARES TR | $21K |
UPSUNITED PARCEL SERVICE INC | $21K |
IWBISHARES TR | $19K |
LMTLOCKHEED MARTIN CORP | $19K |
EAELECTRONIC ARTS INC | $19K |
UNHUNITEDHEALTH GROUP INC | $19K |
MUBISHARES TR | $17K |
DOVDOVER CORP | $17K |
MBBISHARES TR | $17K |
VBVANGUARD INDEX FDS | $16K |
SYKSTRYKER CORPORATION | $16K |
BSVVANGUARD BD INDEX FDS | $16K |
ABBVABBVIE INC | $14K |
SCHWSCHWAB CHARLES CORP | $14K |
ABTABBOTT LABS | $14K |
GOOGLALPHABET INC | $14K |
IVEISHARES TR | $14K |
ESGDISHARES TR | $14K |
DFAXDIMENSIONAL ETF TRUST | $14K |
AGGISHARES TR | $13K |
KOCOCA COLA CO | $13K |
SBUXSTARBUCKS CORP | $13K |
DISDISNEY WALT CO | $13K |
ORCLORACLE CORP | $13K |
VCITVANGUARD SCOTTSDALE FDS | $13K |
ELVELEVANCE HEALTH INC | $12K |
SUBISHARES TR | $12K |
DFAEDIMENSIONAL ETF TRUST | $12K |
HUBBHUBBELL INC | $12K |
ULUNILEVER PLC | $12K |
CLCOLGATE PALMOLIVE CO | $12K |
WMTWALMART INC | $12K |
FDXFEDEX CORP | $11K |
LOGILOGITECH INTL S A | $11K |
TDTORONTO DOMINION BK ONT | $11K |
SUSBISHARES TR | $11K |
VNQVANGUARD INDEX FDS | $11K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $11K |
ASMLASML HOLDING N V | $11K |
TFCTRUIST FINL CORP | $10K |
VRTXVERTEX PHARMACEUTICALS INC | $10K |
AVDLAVADEL PHARMACEUTICALS PLC | $10K |
DFAIDIMENSIONAL ETF TRUST | $10K |
CMCSACOMCAST CORP NEW | $10K |
RWOSPDR INDEX SHS FDS | $10K |
NVDANVIDIA CORPORATION | $10K |
SCHPSCHWAB STRATEGIC TR | $10K |
ICEINTERCONTINENTAL EXCHANGE IN | $10K |
ESMLISHARES TR | $10K |
LRCXEURLAM RESEARCH CORP | $10K |
AWMSKYWORKS SOLUTIONS INC | $9K |
ADBEADOBE INC | $9K |
EEMVISHARES INC | $9K |
CWBSPDR SER TR | $9K |
REGNREGENERON PHARMACEUTICALS | $9K |
XOMEXXON MOBIL CORP | $8K |
BNDVANGUARD BD INDEX FDS | $8K |
IWOISHARES TR | $8K |
ESGUISHARES TR | $7K |