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 |
|---|---|
MRKMERCK & CO INC | $7K |
GPNGLOBAL PMTS INC | $7K |
MSCIMSCI INC | $7K |
VSSVANGUARD INTL EQUITY INDEX F | $7K |
VYMVANGUARD WHITEHALL FDS | $7K |
ITOTISHARES TR | $7K |
SEICSEI INVTS CO | $7K |
JJACOBS SOLUTIONS INC | $7K |
DONWISDOMTREE TR | $6K |
VOOVANGUARD INDEX FDS | $6K |
AFLAFLAC INC | $6K |
IWPISHARES TR | $6K |
HBANHUNTINGTON BANCSHARES INC | $6K |
SYYSYSCO CORP | $6K |
FTNTFORTINET INC | $6K |
PYPLPAYPAL HLDGS INC | $6K |
BNDXVANGUARD CHARLOTTE FDS | $6K |
BMYBRISTOL-MYERS SQUIBB CO | $6K |
VCEBVANGUARD WORLD FD | $6K |
AFWALIGN TECHNOLOGY INC | $6K |
NDQINVESCO QQQ TR | $6K |
MCDMCDONALDS CORP | $5K |
SCHFSCHWAB STRATEGIC TR | $5K |
SPYMSPDR SER TR | $5K |
SCHJSCHWAB STRATEGIC TR | $5K |
VVVANGUARD INDEX FDS | $5K |
STMSTMICROELECTRONICS N V | $5K |
CVSCVS HEALTH CORP | $5K |
SCHASCHWAB STRATEGIC TR | $5K |
IWRISHARES TR | $5K |
MAMASTERCARD INCORPORATED | $5K |
PPGPPG INDS INC | $5K |
MDYSPDR S&P MIDCAP 400 ETF TR | $5K |
RTXRTX CORPORATION | $5K |
ESGEISHARES INC | $5K |
COSTCOSTCO WHSL CORP NEW | $5K |
NTRNUTRIEN LTD | $5K |
CVXCHEVRON CORP NEW | $5K |
VGTVANGUARD WORLD FD | $5K |
AXPAMERICAN EXPRESS CO | $4K |
TIPISHARES TR | $4K |
DFLVDIMENSIONAL ETF TRUST | $4K |
SLYVSPDR SER TR | $4K |
JEFJEFFERIES FINL GROUP INC | $4K |
VWOBVANGUARD WHITEHALL FDS | $4K |
VBKVANGUARD INDEX FDS | $4K |
RIORIO TINTO PLC | $4K |
SPMDSPDR SER TR | $4K |
IWSISHARES TR | $4K |
DFNMDIMENSIONAL ETF TRUST | $4K |
CXMSPRINKLR INC | $4K |
CRMSALESFORCE INC | $4K |
JMSIJ P MORGAN EXCHANGE TRADED F | $4K |
METAMETA PLATFORMS INC | $4K |
AVDVAMERICAN CENTY ETF TR | $4K |
EMBISHARES TR | $4K |
APDAIR PRODS & CHEMS INC | $4K |
EEMISHARES TR | $4K |
IBMINTERNATIONAL BUSINESS MACHS | $4K |
NOCNORTHROP GRUMMAN CORP | $4K |
SPYGSPDR SER TR | $3K |
INTCINTEL CORP | $3K |
IJJISHARES TR | $3K |
VTVANGUARD INTL EQUITY INDEX F | $3K |
INFYINFOSYS LTD | $3K |
GQ9SPDR GOLD TR | $3K |
BACBANK AMERICA CORP | $3K |
BKNGBOOKING HOLDINGS INC | $3K |
WSFSWSFS FINL CORP | $3K |
QCOMQUALCOMM INC | $3K |
UNPUNION PAC CORP | $3K |
VOVANGUARD INDEX FDS | $3K |
IAU*ISHARES GOLD TR | $3K |
DEDEERE & CO | $3K |
4I1PHILIP MORRIS INTL INC | $3K |
HONHONEYWELL INTL INC | $3K |
CATCATERPILLAR INC | $3K |
PFEPFIZER INC | $3K |
DISVDIMENSIONAL ETF TRUST | $3K |
NEENEXTERA ENERGY INC | $2K |
FIWFIRST TR EXCHANGE-TRADED FD | $2K |
DFEMDIMENSIONAL ETF TRUST | $2K |
GDGENERAL DYNAMICS CORP | $2K |
CIENCIENA CORP | $2K |
TMOTHERMO FISHER SCIENTIFIC INC | $2K |
ESGVVANGUARD WORLD FD | $2K |
NSCNORFOLK SOUTHN CORP | $2K |
NUSCNUSHARES ETF TR | $2K |
SPYXSPDR SER TR | $2K |
IWVISHARES TR | $2K |
TSLATESLA INC | $2K |
BXBLACKSTONE INC | $2K |
IESCIES HLDGS INC | $2K |
DUKDUKE ENERGY CORP NEW | $2K |
ACNACCENTURE PLC IRELAND | $2K |
DDDUPONT DE NEMOURS INC | $2K |
EAGGISHARES TR | $2K |
XLUSELECT SECTOR SPDR TR | $2K |
CSXCSX CORP | $2K |
NUENUCOR CORP | $2K |