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)

StockValue
XBISPDR SER TR
$2K
GEGENERAL ELECTRIC CO
$2K
EPSWISDOMTREE TR
$2K
AVTRAVANTOR INC
$2K
SCHBSCHWAB STRATEGIC TR
$2K
DESWISDOMTREE TR
$2K
SPYVSPDR SER TR
$2K
AMATAPPLIED MATLS INC
$2K
SCHHSCHWAB STRATEGIC TR
$2K
DWDMORGAN STANLEY
$2K
INTUINTUIT
$2K
COMTISHARES U S ETF TR
$2K
VOOVVANGUARD ADMIRAL FDS INC
$2K
VTIPVANGUARD MALVERN FDS
$2K
CTVACORTEVA INC
$2K
DGDOLLAR GEN CORP NEW
$2K
DHRDANAHER CORPORATION
$2K
ELLAUDER ESTEE COS INC
$2K
PRUPRUDENTIAL FINL INC
$2K
PRFINVESCO EXCHANGE TRADED FD T
$2K
HSYHERSHEY CO
$2K
HOLXHOLOGIC INC
$2K
XLISELECT SECTOR SPDR TR
$2K
IJTISHARES TR
$2K
SCHCSCHWAB STRATEGIC TR
$2K
COPCONOCOPHILLIPS
$2K
DOWDOW INC
$2K
TXNTEXAS INSTRS INC
$2K
ITWILLINOIS TOOL WKS INC
$1K
MDLZMONDELEZ INTL INC
$1K
DFSUDIMENSIONAL ETF TRUST
$1K
SHYISHARES TR
$1K
WFCWELLS FARGO CO NEW
$1K
ISCFISHARES TR
$1K
LHXL3HARRIS TECHNOLOGIES INC
$1K
DFISDIMENSIONAL ETF TRUST
$1K
VAWVANGUARD WORLD FD
$1K
SCHESCHWAB STRATEGIC TR
$1K
EMNTPIMCO ETF TR
$1K
ICVTISHARES TR
$1K
GSGOLDMAN SACHS GROUP INC
$1K
SPDWSPDR INDEX SHS FDS
$1K
BDXBECTON DICKINSON & CO
$1K
CARRCARRIER GLOBAL CORPORATION
$1K
GISGENERAL MLS INC
$1K
CRWDCROWDSTRIKE HLDGS INC
$1K
DONSPDR DOW JONES INDL AVERAGE
$1K
WTRGESSENTIAL UTILS INC
$1K
LLOEWS CORP
$1K
SPSMSPDR SER TR
$1K
UFPIUFP INDUSTRIES INC
$1K
MSIMOTOROLA SOLUTIONS INC
$1K
NFLXNETFLIX INC
$1K
DEODIAGEO PLC
$1K
SCHZSCHWAB STRATEGIC TR
$1K
SHMSPDR SER TR
$1K
EDCONSOLIDATED EDISON INC
$1K
VONVVANGUARD SCOTTSDALE FDS
$1K
WSTWEST PHARMACEUTICAL SVSC INC
$1K
MARMARRIOTT INTL INC NEW
$1K
BABOEING CO
$1K
VHTVANGUARD WORLD FD
$1K
DFICDIMENSIONAL ETF TRUST
$1K
XLRESELECT SECTOR SPDR TR
$1K
AMEAMETEK INC
$1K
XLKSELECT SECTOR SPDR TR
$1K
ICFISHARES TR
$1K
SCHVSCHWAB STRATEGIC TR
$1K
KMIKINDER MORGAN INC DEL
$1K
MOALTRIA GROUP INC
$1K
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