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 |
|---|---|
HSYHERSHEY CO | $1.2M |
FISVFISERV INC | $1.2M |
PLTRPALANTIR TECHNOLOGIES INC | $1.2M |
ISCFISHARES TR | $1.2M |
SHMSPDR SER TR | $1.2M |
AVTRAVANTOR INC | $1.2M |
BDXBECTON DICKINSON & CO | $1.1M |
NUENUCOR CORP | $1.1M |
EMNTPIMCO ETF TR | $1.1M |
MARMARRIOTT INTL INC NEW | $1.1M |
COPCONOCOPHILLIPS | $1.1M |
XLRESELECT SECTOR SPDR TR | $1.1M |
AVUVAMERICAN CENTY ETF TR | $1.1M |
GLWCORNING INC | $1.1M |
DWDMORGAN STANLEY | $1.0M |
VAWVANGUARD WORLD FD | $1.0M |
SAPSAP SE | $1.0M |
VHTVANGUARD WORLD FD | $1.0M |
UFPIUFP INDUSTRIES INC | $1.0M |
QUALISHARES TR | $1.0M |
INTCINTEL CORP | $1.0M |
CXMSPRINKLR INC | $997K |
DOWDOW INC | $996K |
PPGPPG INDS INC | $993K |
SOSOUTHERN CO | $990K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $976K |
ICFISHARES TR | $972K |
DUHPDIMENSIONAL ETF TRUST | $971K |
DFGRDIMENSIONAL ETF TRUST | $968K |
BABOEING CO | $958K |
ETNEATON CORP PLC | $955K |
AVGEAMERICAN CENTY ETF TR | $954K |
DFICDIMENSIONAL ETF TRUST | $948K |
WSFSWSFS FINL CORP | $946K |
RYROYAL BK CDA | $919K |
BACVERIZON COMMUNICATIONS INC | $893K |
SCHDSCHWAB STRATEGIC TR | $891K |
PDBCINVESCO ACTVELY MNGD ETC FD | $888K |
PAYXPAYCHEX INC | $887K |
IWCISHARES TR | $886K |
GISGENERAL MLS INC | $871K |
IQLTISHARES TR | $848K |
PPLPPL CORP | $848K |
IJKISHARES TR | $848K |
VOOGVANGUARD ADMIRAL FDS INC | $843K |
CSXCSX CORP | $842K |
AQLTISHARES TR | $838K |
FVCBFVCBANKCORP INC | $831K |
GEVGE VERNOVA INC | $829K |
ZBHZIMMER BIOMET HOLDINGS INC | $819K |
SPIPSPDR SER TR | $819K |
VCRVANGUARD WORLD FD | $811K |
DEODIAGEO PLC | $792K |
GBILGOLDMAN SACHS ETF TR | $786K |
IGVISHARES TR | $785K |
URIUNITED RENTALS INC | $770K |
ISRGINTUITIVE SURGICAL INC | $770K |
IBBISHARES TR | $768K |
VNQIVANGUARD INTL EQUITY INDEX F | $768K |
VDEVANGUARD WORLD FD | $766K |
SGOVISHARES TR | $759K |
YUMYUM BRANDS INC | $759K |
TDYTELEDYNE TECHNOLOGIES INC | $748K |
QQQMINVESCO EXCH TRADED FD TR II | $745K |
IYRISHARES TR | $737K |
CMICUMMINS INC | $733K |
DFSIDIMENSIONAL ETF TRUST | $732K |
VOTVANGUARD INDEX FDS | $730K |
WMWASTE MGMT INC DEL | $728K |
DWMWISDOMTREE TR | $691K |
VGSRMANAGER DIRECTED PORTFOLIOS | $688K |
DFSBDIMENSIONAL ETF TRUST | $680K |
KMBKIMBERLY-CLARK CORP | $678K |
SDGISHARES TR | $666K |
ETSYETSY INC | $665K |
FLRNSPDR SER TR | $661K |
SDYSPDR SER TR | $654K |
FNDFSCHWAB STRATEGIC TR | $653K |
IBTGISHARES TR | $653K |
IBITISHARES BITCOIN TRUST ETF | $653K |
USHYISHARES TR | $651K |
ROSTROSS STORES INC | $647K |
CLXCLOROX CO DEL | $644K |
DGSWISDOMTREE TR | $643K |
IYJISHARES TR | $643K |
AEPAMERICAN ELEC PWR CO INC | $637K |
VMBSVANGUARD SCOTTSDALE FDS | $637K |
DGROISHARES TR | $636K |
IBTHISHARES TR | $631K |
SUSAISHARES TR | $629K |
WSTWEST PHARMACEUTICAL SVSC INC | $628K |
AORISHARES TR | $626K |
AOKISHARES TR | $622K |
EBAEBAY INC. | $622K |
OXYOCCIDENTAL PETE CORP | $621K |
VSGXVANGUARD WORLD FD | $612K |
EPDENTERPRISE PRODS PARTNERS L | $603K |
NVSNNOVARTIS AG | $602K |
WSOWATSCO INC | $594K |
VONEVANGUARD SCOTTSDALE FDS | $589K |