Modera Wealth Management, LLC Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$7.4B
Holdings
607
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (607 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $437.1M |
VEAVANGUARD TAX-MANAGED FDS | $288.6M |
VTVVANGUARD INDEX FDS | $287.2M |
VIGVANGUARD SPECIALIZED FUNDS | $286.7M |
AQLTISHARES TR | $265.0M |
STIPISHARES TR | $202.5M |
AAPLAPPLE INC | $191.4M |
IJRISHARES TR | $172.1M |
DFACDIMENSIONAL ETF TRUST | $169.1M |
MSFTMICROSOFT CORP | $153.2M |
IVVISHARES TR | $145.8M |
DFAUDIMENSIONAL ETF TRUST | $135.5M |
AVDVAMERICAN CENTY ETF TR | $115.8M |
EFVISHARES TR | $112.4M |
DFIVDIMENSIONAL ETF TRUST | $100.4M |
IWFISHARES TR | $96.2M |
DFUVDIMENSIONAL ETF TRUST | $95.2M |
IUSVISHARES TR | $93.5M |
IWDISHARES TR | $82.7M |
DFSVDIMENSIONAL ETF TRUST | $82.7M |
AVUSAMERICAN CENTY ETF TR | $80.6M |
VWOVANGUARD INTL EQUITY INDEX F | $80.4M |
VCSHVANGUARD SCOTTSDALE FDS | $76.8M |
SCZISHARES TR | $76.1M |
IEMGISHARES INC | $73.7M |
IJSISHARES TR | $69.3M |
DFUSDIMENSIONAL ETF TRUST | $69.3M |
IVWISHARES TR | $68.1M |
AVGOBROADCOM INC | $68.0M |
LOWLOWES COS INC | $66.2M |
VBRVANGUARD INDEX FDS | $65.4M |
GOOGALPHABET INC | $57.3M |
BLKBLACKROCK INC | $56.2M |
JPMJPMORGAN CHASE & CO. | $56.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $53.0M |
SPYSPDR S&P 500 ETF TR | $52.1M |
CSCOCISCO SYS INC | $50.9M |
VTIVANGUARD INDEX FDS | $49.8M |
IJHISHARES TR | $49.6M |
VVISA INC | $46.6M |
EFAISHARES TR | $46.5M |
VONGVANGUARD SCOTTSDALE FDS | $45.8M |
AMZNAMAZON COM INC | $45.8M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $44.9M |
DFATDIMENSIONAL ETF TRUST | $41.9M |
LLYELI LILLY & CO | $41.5M |
JNJJOHNSON & JOHNSON | $37.9M |
BIVVANGUARD BD INDEX FDS | $36.3M |
IWMISHARES TR | $36.0M |
SCHXSCHWAB STRATEGIC TR | $34.8M |
JPUSJ P MORGAN EXCHANGE TRADED F | $34.2M |
VTEBVANGUARD MUN BD FDS | $33.9M |
DFASDIMENSIONAL ETF TRUST | $33.8M |
AMGNAMGEN INC | $33.8M |
WSMWILLIAMS SONOMA INC | $33.0M |
HDHOME DEPOT INC | $30.8M |
IUSGISHARES TR | $30.0M |
ADPAUTOMATIC DATA PROCESSING IN | $29.6M |
AVDEAMERICAN CENTY ETF TR | $27.4M |
PNCPNC FINL SVCS GROUP INC | $27.3M |
MBBISHARES TR | $26.8M |
PGPROCTER AND GAMBLE CO | $26.4M |
REETISHARES TR | $25.6M |
MUBISHARES TR | $25.6M |
IAGGISHARES TR | $25.6M |
NVONOVO-NORDISK A S | $25.0M |
SCHGSCHWAB STRATEGIC TR | $24.7M |
VBVANGUARD INDEX FDS | $23.6M |
IPGINTERPUBLIC GROUP COS INC | $23.5M |
PEPPEPSICO INC | $23.3M |
FLOTISHARES TR | $23.1M |
EMREMERSON ELEC CO | $22.9M |
SCHMSCHWAB STRATEGIC TR | $22.0M |
IWNISHARES TR | $21.8M |
SUBISHARES TR | $21.6M |
IWBISHARES TR | $21.0M |
SCHPSCHWAB STRATEGIC TR | $20.8M |
DIHPDIMENSIONAL ETF TRUST | $20.2M |
AGGISHARES TR | $20.0M |
VOVANGUARD INDEX FDS | $19.5M |
EAELECTRONIC ARTS INC | $19.5M |
UNHUNITEDHEALTH GROUP INC | $18.5M |
VCITVANGUARD SCOTTSDALE FDS | $17.9M |
WMTWALMART INC | $17.8M |
BSVVANGUARD BD INDEX FDS | $17.7M |
DFAEDIMENSIONAL ETF TRUST | $17.1M |
SYKSTRYKER CORPORATION | $16.6M |
VBKVANGUARD INDEX FDS | $16.3M |
DOVDOVER CORP | $16.3M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $16.0M |
ABBVABBVIE INC | $15.7M |
UPSUNITED PARCEL SERVICE INC | $15.2M |
GOOGLALPHABET INC | $15.0M |
IVEISHARES TR | $14.9M |
BNDVANGUARD BD INDEX FDS | $14.8M |
SBUXSTARBUCKS CORP | $14.7M |
MGCVANGUARD WORLD FD | $14.6M |
ABTABBOTT LABS | $14.4M |
VOOVANGUARD INDEX FDS | $14.1M |
ORCLORACLE CORP | $14.0M |
Page 1 of 7Next