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 |
|---|---|
IJJISHARES TR | $3.7M |
JMSIJ P MORGAN EXCHANGE TRADED F | $3.6M |
TSLATESLA INC | $3.6M |
DFNMDIMENSIONAL ETF TRUST | $3.6M |
EMBISHARES TR | $3.6M |
SPYGSPDR SER TR | $3.5M |
BACBANK AMERICA CORP | $3.4M |
AG8AGILENT TECHNOLOGIES INC | $3.4M |
VTVANGUARD INTL EQUITY INDEX F | $3.4M |
KDPKEURIG DR PEPPER INC | $3.4M |
SCHVSCHWAB STRATEGIC TR | $3.2M |
INFYINFOSYS LTD | $3.2M |
SPSMSPDR SER TR | $3.0M |
DEDEERE & CO | $3.0M |
STMSTMICROELECTRONICS N V | $2.9M |
NEENEXTERA ENERGY INC | $2.9M |
VONVVANGUARD SCOTTSDALE FDS | $2.9M |
CVSCVS HEALTH CORP | $2.9M |
LOGILOGITECH INTL S A | $2.9M |
UNPUNION PAC CORP | $2.8M |
JNKSPDR SER TR | $2.6M |
GDGENERAL DYNAMICS CORP | $2.6M |
DUKDUKE ENERGY CORP NEW | $2.5M |
GPCGENUINE PARTS CO | $2.5M |
HONHONEYWELL INTL INC | $2.4M |
AFWALIGN TECHNOLOGY INC | $2.4M |
ESGVVANGUARD WORLD FD | $2.4M |
EAGGISHARES TR | $2.4M |
QCOMQUALCOMM INC | $2.4M |
BILSPDR SER TR | $2.4M |
GEGE AEROSPACE | $2.3M |
GSGOLDMAN SACHS GROUP INC | $2.3M |
CATCATERPILLAR INC | $2.3M |
XLUSELECT SECTOR SPDR TR | $2.3M |
ACNACCENTURE PLC IRELAND | $2.2M |
SPYXSPDR SER TR | $2.2M |
JPIEJ P MORGAN EXCHANGE TRADED F | $2.2M |
BXBLACKSTONE INC | $2.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.2M |
VTIPVANGUARD MALVERN FDS | $2.1M |
EPSWISDOMTREE TR | $2.1M |
SCHBSCHWAB STRATEGIC TR | $2.1M |
NUSCNUSHARES ETF TR | $2.0M |
SPTMSPDR SER TR | $2.0M |
APDAIR PRODS & CHEMS INC | $2.0M |
NSCNORFOLK SOUTHN CORP | $2.0M |
SCHCSCHWAB STRATEGIC TR | $2.0M |
IWVISHARES TR | $2.0M |
DDDUPONT DE NEMOURS INC | $1.9M |
SCHHSCHWAB STRATEGIC TR | $1.9M |
NFLXNETFLIX INC | $1.9M |
XBISPDR SER TR | $1.8M |
VXUSVANGUARD STAR FDS | $1.8M |
CTVACORTEVA INC | $1.8M |
VEUVANGUARD INTL EQUITY INDEX F | $1.8M |
DSIISHARES TR | $1.8M |
DESWISDOMTREE TR | $1.8M |
SHYISHARES TR | $1.7M |
SPEMSPDR INDEX SHS FDS | $1.7M |
VOOVVANGUARD ADMIRAL FDS INC | $1.7M |
PFEPFIZER INC | $1.7M |
DISVDIMENSIONAL ETF TRUST | $1.6M |
CMECME GROUP INC | $1.6M |
JEFJEFFERIES FINL GROUP INC | $1.6M |
KMIKINDER MORGAN INC DEL | $1.6M |
XLISELECT SECTOR SPDR TR | $1.6M |
PRFINVESCO EXCHANGE TRADED FD T | $1.6M |
BMYBRISTOL-MYERS SQUIBB CO | $1.6M |
IJTISHARES TR | $1.6M |
INTUINTUIT | $1.6M |
TAT&T INC | $1.6M |
DCORDIMENSIONAL ETF TRUST | $1.6M |
DFSDDIMENSIONAL ETF TRUST | $1.5M |
WFCWELLS FARGO CO NEW | $1.5M |
DONSPDR DOW JONES INDL AVERAGE | $1.5M |
XLKSELECT SECTOR SPDR TR | $1.5M |
TXNTEXAS INSTRS INC | $1.5M |
PAYCPAYCOM SOFTWARE INC | $1.4M |
PRUPRUDENTIAL FINL INC | $1.4M |
MTUMISHARES TR | $1.4M |
DFSUDIMENSIONAL ETF TRUST | $1.4M |
EDCONSOLIDATED EDISON INC | $1.4M |
LLOEWS CORP | $1.4M |
WMGWARNER MUSIC GROUP CORP | $1.4M |
MOALTRIA GROUP INC | $1.4M |
DHRDANAHER CORPORATION | $1.4M |
SBACSBA COMMUNICATIONS CORP NEW | $1.4M |
LHXL3HARRIS TECHNOLOGIES INC | $1.4M |
CARRCARRIER GLOBAL CORPORATION | $1.4M |
CRWDCROWDSTRIKE HLDGS INC | $1.3M |
MMM3M CO | $1.3M |
SCHZSCHWAB STRATEGIC TR | $1.3M |
ITWILLINOIS TOOL WKS INC | $1.3M |
TJXTJX COS INC NEW | $1.2M |
HYMBSPDR SER TR | $1.2M |
SCHESCHWAB STRATEGIC TR | $1.2M |
HOLXHOLOGIC INC | $1.2M |
MSIMOTOROLA SOLUTIONS INC | $1.2M |
FIWFIRST TR EXCHANGE-TRADED FD | $1.2M |
AMATAPPLIED MATLS INC | $1.2M |