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 |
|---|---|
DFISDIMENSIONAL ETF TRUST | $588K |
IYFISHARES TR | $588K |
TRVTRAVELERS COMPANIES INC | $584K |
SPLVINVESCO EXCH TRADED FD TR II | $580K |
VGSHVANGUARD SCOTTSDALE FDS | $580K |
DFEMDIMENSIONAL ETF TRUST | $577K |
DFSEDIMENSIONAL ETF TRUST | $567K |
XLFSELECT SECTOR SPDR TR | $566K |
IYWISHARES TR | $563K |
ENBENBRIDGE INC | $562K |
ANETARISTA NETWORKS INC | $552K |
CBCHUBB LIMITED | $551K |
XLESELECT SECTOR SPDR TR | $541K |
DFIPDIMENSIONAL ETF TRUST | $540K |
NKENIKE INC | $536K |
A4SAMERIPRISE FINL INC | $535K |
EMXCISHARES INC | $533K |
PSXPHILLIPS 66 | $532K |
AOAISHARES TR | $530K |
AZOAUTOZONE INC | $530K |
CITHE CIGNA GROUP | $529K |
DDOMINION ENERGY INC | $529K |
FNDASCHWAB STRATEGIC TR | $525K |
XLVSELECT SECTOR SPDR TR | $523K |
VVRINVESCO SR INCOME TR | $523K |
MRSHMARSH & MCLENNAN COS INC | $521K |
AJGGALLAGHER ARTHUR J & CO | $520K |
FELCFIDELITY COVINGTON TRUST | $518K |
LINLINDE PLC | $513K |
PKGPACKAGING CORP AMER | $508K |
WTRGESSENTIAL UTILS INC | $508K |
AMTMAMENTUM HOLDINGS INC | $507K |
SPXNPROSHARES TR | $507K |
VOXVANGUARD WORLD FD | $504K |
AMEAMETEK INC | $504K |
ECLECOLAB INC | $504K |
SPGIS&P GLOBAL INC | $500K |
FBNCFIRST BANCORP N C | $499K |
USBUS BANCORP DEL | $499K |
COFCAPITAL ONE FINL CORP | $499K |
TRVCCITIGROUP INC | $492K |
AQLTISHARES TR | $491K |
GILDGILEAD SCIENCES INC | $489K |
DLNWISDOMTREE TR | $489K |
LQDISHARES TR | $488K |
VIOOVANGUARD ADMIRAL FDS INC | $473K |
ROLROLLINS INC | $473K |
ICVTISHARES TR | $467K |
TTENTOTALENERGIES SE | $465K |
SHWSHERWIN WILLIAMS CO | $460K |
ALSALLSTATE CORP | $457K |
ODFLOLD DOMINION FREIGHT LINE IN | $453K |
BKBANK NEW YORK MELLON CORP | $437K |
PDECINNOVATOR ETFS TRUST | $434K |
RPMRPM INTL INC | $432K |
VRSNVERISIGN INC | $429K |
SHELSHELL PLC | $423K |
UBERUBER TECHNOLOGIES INC | $423K |
AMTAMERICAN TOWER CORP NEW | $422K |
JEPIJ P MORGAN EXCHANGE TRADED F | $413K |
PSTPINNOVATOR ETFS TRUST | $409K |
DFSEURDISCOVER FINL SVCS | $406K |
AMDADVANCED MICRO DEVICES INC | $406K |
GDXVANECK ETF TRUST | $404K |
JEPQJ P MORGAN EXCHANGE TRADED F | $403K |
SNPSSYNOPSYS INC | $402K |
NBBKNB BANCORP INC | $398K |
VXFVANGUARD INDEX FDS | $397K |
NOBLPROSHARES TR | $394K |
TELTE CONNECTIVITY PLC | $393K |
ACWIISHARES TR | $385K |
EEMXSPDR INDEX SHS FDS | $384K |
SPGSIMON PPTY GROUP INC NEW | $384K |
NULVNUSHARES ETF TR | $383K |
ESEVERSOURCE ENERGY | $377K |
VTWGVANGUARD SCOTTSDALE FDS | $375K |
OKEONEOK INC NEW | $369K |
AEMAGNICO EAGLE MINES LTD | $367K |
HYGISHARES TR | $365K |
DDWMWISDOMTREE TR | $362K |
CNRCANADIAN NATL RY CO | $359K |
DFARDIMENSIONAL ETF TRUST | $358K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $351K |
ALRMALARM COM HLDGS INC | $351K |
CEGCONSTELLATION ENERGY CORP | $349K |
SNOWSNOWFLAKE INC | $349K |
MUMICRON TECHNOLOGY INC | $348K |
BHRBBURKE HERBERT FINL SVCS CORP | $348K |
BABAALIBABA GROUP HLDG LTD | $347K |
COWZPACER FDS TR | $344K |
WMBWILLIAMS COS INC | $343K |
LHLABCORP HOLDINGS INC | $342K |
DRIDARDEN RESTAURANTS INC | $338K |
EESWISDOMTREE TR | $333K |
SPMBSPDR SER TR | $331K |
LULULULULEMON ATHLETICA INC | $330K |
FEMRFIDELITY COVINGTON TRUST | $330K |
DXJWISDOMTREE TR | $330K |
WELLWELLTOWER INC | $329K |
FNDXSCHWAB STRATEGIC TR | $328K |