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 |
|---|---|
LMTLOCKHEED MARTIN CORP | $14.0M |
DYHTARGET CORP | $14.0M |
VOEVANGUARD INDEX FDS | $13.7M |
ULUNILEVER PLC | $13.6M |
NVDANVIDIA CORPORATION | $13.5M |
DFAXDIMENSIONAL ETF TRUST | $13.3M |
ESGDISHARES TR | $12.8M |
KOCOCA COLA CO | $12.8M |
DFAIDIMENSIONAL ETF TRUST | $12.5M |
SUSBISHARES TR | $12.5M |
SCHWSCHWAB CHARLES CORP | $12.3M |
VRTXVERTEX PHARMACEUTICALS INC | $11.6M |
ESMLISHARES TR | $11.0M |
CLCOLGATE PALMOLIVE CO | $10.8M |
AVEMAMERICAN CENTY ETF TR | $10.8M |
VNQVANGUARD INDEX FDS | $10.7M |
DFGPDIMENSIONAL ETF TRUST | $10.7M |
ICEINTERCONTINENTAL EXCHANGE IN | $10.6M |
VSSVANGUARD INTL EQUITY INDEX F | $10.4M |
ELVELEVANCE HEALTH INC | $10.3M |
DISDISNEY WALT CO | $10.3M |
DFCFDIMENSIONAL ETF TRUST | $10.0M |
TFCTRUIST FINL CORP | $9.8M |
MGVVANGUARD WORLD FD | $9.7M |
FTNTFORTINET INC | $9.5M |
EEMVISHARES INC | $9.3M |
VCEBVANGUARD WORLD FD | $9.3M |
MCDMCDONALDS CORP | $9.3M |
RWOSPDR INDEX SHS FDS | $9.1M |
CWBSPDR SER TR | $9.0M |
HUBBHUBBELL INC | $8.8M |
RSPINVESCO EXCHANGE TRADED FD T | $8.8M |
XOMEXXON MOBIL CORP | $8.7M |
FDXFEDEX CORP | $8.7M |
ADBEADOBE INC | $8.2M |
SYYSYSCO CORP | $7.9M |
AFLAFLAC INC | $7.9M |
SLYVSPDR SER TR | $7.8M |
MAMASTERCARD INCORPORATED | $7.5M |
RTXRTX CORPORATION | $7.4M |
TDTORONTO DOMINION BK ONT | $7.4M |
ITOTISHARES TR | $7.3M |
CRMSALESFORCE INC | $7.2M |
ASMLASML HOLDING N V | $7.1M |
BNDXVANGUARD CHARLOTTE FDS | $7.0M |
IWOISHARES TR | $6.9M |
NDQINVESCO QQQ TR | $6.8M |
OTISOTIS WORLDWIDE CORP | $6.8M |
VYMVANGUARD WHITEHALL FDS | $6.7M |
ESGUISHARES TR | $6.7M |
COSTCOSTCO WHSL CORP NEW | $6.6M |
SPMDSPDR SER TR | $6.6M |
SPYVSPDR SER TR | $6.4M |
SPDWSPDR INDEX SHS FDS | $6.2M |
METAMETA PLATFORMS INC | $6.2M |
IWPISHARES TR | $6.2M |
CMCSACOMCAST CORP NEW | $6.2M |
LRCXLAM RESEARCH CORP | $6.1M |
SEICSEI INVTS CO | $6.1M |
IWSISHARES TR | $6.1M |
DONWISDOMTREE TR | $6.0M |
VVVANGUARD INDEX FDS | $5.8M |
PYPLPAYPAL HLDGS INC | $5.7M |
GQ9SPDR GOLD TR | $5.5M |
SCHFSCHWAB STRATEGIC TR | $5.5M |
VUSBVANGUARD BD INDEX FDS | $5.4M |
IWRISHARES TR | $5.4M |
IBMINTERNATIONAL BUSINESS MACHS | $5.4M |
DFLVDIMENSIONAL ETF TRUST | $5.3M |
AXPAMERICAN EXPRESS CO | $5.2M |
CVXCHEVRON CORP NEW | $5.2M |
MDYSPDR S&P MIDCAP 400 ETF TR | $5.1M |
ESGEISHARES INC | $5.1M |
ZTSZOETIS INC | $5.1M |
SCHJSCHWAB STRATEGIC TR | $5.1M |
VGTVANGUARD WORLD FD | $5.1M |
MDLZMONDELEZ INTL INC | $5.0M |
AONAON PLC | $5.0M |
MCKMCKESSON CORP | $5.0M |
REGNREGENERON PHARMACEUTICALS | $5.0M |
HBANHUNTINGTON BANCSHARES INC | $5.0M |
MSCIMSCI INC | $4.9M |
GPNGLOBAL PMTS INC | $4.8M |
JJACOBS SOLUTIONS INC | $4.8M |
SCHASCHWAB STRATEGIC TR | $4.7M |
SPYMSPDR SER TR | $4.6M |
GWXSPDR INDEX SHS FDS | $4.4M |
AVDLAVADEL PHARMACEUTICALS PLC | $4.4M |
MRKMERCK & CO INC | $4.3M |
VWOBVANGUARD WHITEHALL FDS | $4.3M |
AWMSKYWORKS SOLUTIONS INC | $4.2M |
TIPISHARES TR | $4.1M |
NOCNORTHROP GRUMMAN CORP | $4.0M |
BKNGBOOKING HOLDINGS INC | $4.0M |
4I1PHILIP MORRIS INTL INC | $3.9M |
MDYVSPDR SER TR | $3.9M |
EEMISHARES TR | $3.9M |
RIORIO TINTO PLC | $3.9M |
NTRNUTRIEN LTD | $3.7M |
IAU*ISHARES GOLD TR | $3.7M |