Modera Wealth Management, LLC Q3 2024 Filing

Filed October 24, 2024

Portfolio Value

$7.9B

Holdings

604

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (604 positions)

#StockSharesValue% PortfolioType
201
LOGILOGITECH INTL S A
34,798$3.1T39737.31%
202
TSLATESLA INC
11,859$3.1T39487.14%
203
GDGENERAL DYNAMICS CORP
10,032$3.0T38580.91%
204
QCOMQUALCOMM INC
17,679$3.0T38260.02%
205
VOVANGUARD INDEX FDS
10,849$2.9T36425.77%
206
VONVVANGUARD SCOTTSDALE FDS
34,157$2.8T36223.76%
207
UNPUNION PAC CORP
11,487$2.8T36033.07%
208
CATCATERPILLAR INC
6,942$2.7T34553.70%
209
DEDEERE & CO
6,301$2.6T33465.37%
210
PPGPPG INDS INC
19,701$2.6T33210.82%
211
DUKDUKE ENERGY CORP NEW
22,246$2.6T32642.62%
212
DFEMDIMENSIONAL ETF TRUST
89,616$2.5T32104.72%
213
ESGVVANGUARD WORLD FD
24,812$2.5T32097.19%
214
BXBLACKSTONE INC
16,016$2.5T31212.07%
215
EAGGISHARES TR
49,887$2.4T30848.99%
216
GPCGENUINE PARTS CO
17,190$2.4T30557.42%
217
TMOTHERMO FISHER SCIENTIFIC INC
3,870$2.4T30464.38%
218
XLUSELECT SECTOR SPDR TR
29,517$2.4T30344.69%
219
HONHONEYWELL INTL INC
11,309$2.3T29749.68%
220
SPYXSPDR SER TR
49,173$2.3T29568.59%
221
XBISPDR SER TR
23,489$2.3T29533.96%
222
DDDUPONT DE NEMOURS INC
26,007$2.3T29493.29%
223
NUSCNUSHARES ETF TR
53,321$2.3T29070.84%
224
GEGE AEROSPACE
12,097$2.3T29031.77%
225
ACNACCENTURE PLC IRELAND
6,406$2.3T28818.71%
226
SPYVSPDR SER TR
41,085$2.2T27638.57%
227
DISVDIMENSIONAL ETF TRUST
74,626$2.2T27598.98%
228
EPSWISDOMTREE TR
35,294$2.1T26967.96%
229
SCHBSCHWAB STRATEGIC TR
31,642$2.1T26787.23%
230
NSCNORFOLK SOUTHN CORP
8,391$2.1T26537.06%
231
SCHHSCHWAB STRATEGIC TR
89,719$2.1T26455.62%
232
IWVISHARES TR
6,334$2.1T26339.21%
233
IJTISHARES TR
14,196$2.0T25201.52%
234
AVTRAVANTOR INC
75,978$2.0T25014.44%
235
GSGOLDMAN SACHS GROUP INC
3,963$2.0T24970.27%
236
DESWISDOMTREE TR
56,708$2.0T24891.01%
237
DFISDIMENSIONAL ETF TRUST
71,474$1.9T24404.96%
238
JEFJEFFERIES FINL GROUP INC
30,555$1.9T23934.09%
239
VOOVVANGUARD ADMIRAL FDS INC
9,738$1.9T23635.70%
240
SPDWSPDR INDEX SHS FDS
49,019$1.8T23431.53%
241
TXNTEXAS INSTRS INC
8,868$1.8T23313.03%
242
PFEPFIZER INC
62,799$1.8T23128.89%
243
AMATAPPLIED MATLS INC
8,993$1.8T23124.82%
244
DHRDANAHER CORPORATION
6,525$1.8T23086.50%
245
SCHCSCHWAB STRATEGIC TR
47,036$1.8T23063.94%
246
VTIPVANGUARD MALVERN FDS
36,400$1.8T22842.46%
247
FIWFIRST TR EXCHANGE-TRADED FD
16,202$1.8T22543.81%
248
CARRCARRIER GLOBAL CORPORATION
21,756$1.8T22285.69%
249
CTVACORTEVA INC
29,454$1.7T22037.09%
250
PRFINVESCO EXCHANGE TRADED FD T
42,026$1.7T21730.53%
251
XLISELECT SECTOR SPDR TR
12,496$1.7T21538.17%
252
VXUSVANGUARD STAR FDS
25,847$1.7T21295.17%
253
INTUINTUIT
2,694$1.7T21292.59%
254
WSFSWSFS FINL CORP
32,641$1.7T21181.42%
255
HOLXHOLOGIC INC
20,334$1.7T21080.16%
256
SCHESCHWAB STRATEGIC TR
54,987$1.6T20419.86%
257
LHXL3HARRIS TECHNOLOGIES INC
6,666$1.6T20180.04%
258
BMYBRISTOL-MYERS SQUIBB CO
30,557$1.6T20120.93%
259
HSYHERSHEY CO
8,145$1.6T19878.39%
260
PRUPRUDENTIAL FINL INC
12,770$1.5T19680.29%
261
SHYISHARES TR
18,412$1.5T19483.65%
262
NUENUCOR CORP
9,737$1.5T18630.09%
263
DFSUDIMENSIONAL ETF TRUST
38,499$1.4T18216.52%
264
MTUMISHARES TR
7,032$1.4T18145.45%
265
DCORDIMENSIONAL ETF TRUST
22,405$1.4T18060.87%
266
ITWILLINOIS TOOL WKS INC
5,372$1.4T17916.79%
267
DOWDOW INC
25,694$1.4T17863.63%
268
SHMSPDR SER TR
28,905$1.4T17708.87%
269
VAWVANGUARD WORLD FD
6,328$1.3T17030.44%
270
SCHZSCHWAB STRATEGIC TR
27,769$1.3T16793.58%
271
AMTMAMENTUM HOLDINGS INC
40,543$1.3T16639.96%
272
SPSMSPDR SER TR
28,642$1.3T16588.64%
273
EDCONSOLIDATED EDISON INC
12,455$1.3T16505.09%
274
MSIMOTOROLA SOLUTIONS INC
2,821$1.3T16142.29%
275
UFPIUFP INDUSTRIES INC
9,561$1.3T15965.29%
276
TAT&T INC
56,875$1.3T15923.81%
277
NFLXNETFLIX INC
1,758$1.2T15868.01%
278
XLKSELECT SECTOR SPDR TR
5,462$1.2T15692.92%
279
ISCFISHARES TR
34,684$1.2T15559.47%
280
GISGENERAL MLS INC
16,552$1.2T15556.38%
281
KMIKINDER MORGAN INC DEL
55,195$1.2T15516.80%
282
SGOVISHARES TR
12,060$1.2T15458.59%
283
VHTVANGUARD WORLD FD
4,283$1.2T15382.70%
284
INTCINTEL CORP
51,476$1.2T15368.69%
285
MMM3M CO
8,831$1.2T15363.20%
286
LLOEWS CORP
15,262$1.2T15353.95%
287
XLRESELECT SECTOR SPDR TR
26,684$1.2T15169.58%
288
FFWMFIRST FNDTN INC
190,349$1.2T15116.17%
289
QQQMINVESCO EXCH TRADED FD TR II
5,904$1.2T15092.13%
290
BDXBECTON DICKINSON & CO
4,865$1.2T14927.49%
291
EMNTPIMCO ETF TR
11,817$1.2T14883.93%
292
TJXTJX COS INC NEW
9,907$1.2T14820.24%
293
JMSTJ P MORGAN EXCHANGE TRADED F
22,581$1.2T14638.92%
294
CSXCSX CORP
32,545$1.1T14301.73%
295
ETNEATON CORP PLC
3,362$1.1T14180.93%
296
ICFISHARES TR
16,905$1.1T14179.96%
297
RYROYAL BK CDA
8,926$1.1T14168.84%
298
COPCONOCOPHILLIPS
10,564$1.1T14153.89%
299
DONSPDR DOW JONES INDL AVERAGE
2,623$1.1T14126.47%
300
WTRGESSENTIAL UTILS INC
28,499$1.1T13989.14%
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