Modera Wealth Management, LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$6.0B

Holdings

524

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (524 positions)

#StockSharesValue% PortfolioType
401
FNDASCHWAB STRATEGIC TR
7,546$417.7B6910.06%
402
SPGIS&P GLOBAL INC
938$413.3B6838.07%
403
TELTE CONNECTIVITY LTD
2,931$411.9B6814.14%
404
PEGPUBLIC SVC ENTERPRISE GRP IN
6,711$410.4B6789.14%
405
ANETEURARISTA NETWORKS INC
1,732$408.0B6749.55%
406
ALRMALARM COM HLDGS INC
6,300$407.1B6735.25%
407
GWXSPDR INDEX SHS FDS
12,800$406.5B6725.67%
408
PDECINNOVATOR ETFS TR
11,531$404.7B6696.08%
409
ESEVERSOURCE ENERGY
6,530$403.0B6667.72%
410
ROLROLLINS INC
9,181$400.9B6633.16%
411
SHWSHERWIN WILLIAMS CO
1,280$399.2B6603.89%
412
ECLECOLAB INC
2,012$399.1B6602.47%
413
GLWCORNING INC
13,017$396.4B6557.60%
414
CECELANESE CORP DEL
2,545$395.4B6541.87%
415
VGKVANGUARD INTL EQUITY INDEX F
6,083$392.2B6488.68%
416
EBAEBAY INC.
8,980$391.7B6480.85%
417
AORISHARES TR
7,364$391.7B6480.24%
418
PKGPACKAGING CORP AMER
2,398$390.7B6463.15%
419
PSTPINNOVATOR ETFS TR
13,842$390.4B6459.36%
420
VXUSVANGUARD STAR FDS
6,715$389.2B6439.04%
421
XLVSELECT SECTOR SPDR TR
2,822$384.9B6367.29%
422
BKBANK NEW YORK MELLON CORP
7,288$379.3B6275.50%
423
SHELSHELL PLC
5,736$377.4B6244.27%
424
CMICUMMINS INC
1,562$374.2B6191.00%
425
ENBENBRIDGE INC
10,346$372.7B6165.44%
426
ISTBISHARES TR
7,812$371.5B6146.82%
427
AMTAMERICAN TOWER CORP NEW
1,708$368.7B6100.24%
428
VTWGVANGUARD SCOTTSDALE FDS
2,001$367.2B6075.73%
429
AZOAUTOZONE INC
142$367.2B6074.33%
430
NUEMNUSHARES ETF TR
13,518$364.3B6027.23%
431
ZTSZOETIS INC
1,829$360.9B5970.03%
432
PHOINVESCO EXCHANGE TRADED FD T
5,925$360.6B5965.78%
433
IJKISHARES TR
4,551$360.5B5964.71%
434
COFCAPITAL ONE FINL CORP
2,747$360.1B5958.30%
435
XLFSELECT SECTOR SPDR TR
9,564$359.6B5949.60%
436
MCKMCKESSON CORP
775$358.9B5936.99%
437
VRSNVERISIGN INC
1,721$354.5B5864.23%
438
EEMXSPDR INDEX SHS FDS
11,430$352.1B5824.63%
439
CBCHUBB LIMITED
1,556$351.7B5817.88%
440
ADMARCHER DANIELS MIDLAND CO
4,856$350.7B5802.08%
441
SUSCISHARES TR
15,005$349.2B5776.70%
442
MRSHMARSH & MCLENNAN COS INC
1,821$345.0B5707.79%
443
EPDENTERPRISE PRODS PARTNERS L
13,083$344.7B5703.41%
444
GEHCGE HEALTHCARE TECHNOLOGIES I
4,436$343.0B5674.60%
445
VGSHVANGUARD SCOTTSDALE FDS
5,852$341.3B5647.32%
446
CPBCAMPBELL SOUP CO
7,886$340.9B5640.12%
447
HDVISHARES TR
3,337$340.3B5630.68%
448
EESWISDOMTREE TR
6,821$339.8B5622.11%
449
PIIPOLARIS INC
3,570$338.3B5597.41%
450
MCHPMICROCHIP TECHNOLOGY INC.
3,724$335.9B5556.63%
451
WYWEYERHAEUSER CO MTN BE
9,648$335.5B5550.16%
452
FRELFIDELITY COVINGTON TRUST
12,587$335.4B5549.73%
453
BLDRBUILDERS FIRSTSOURCE INC
2,000$333.9B5523.79%
454
IYHISHARES TR
1,163$333.0B5509.84%
455
IEFISHARES TR
3,453$332.8B5506.50%
456
CCCHEMOURS CO
10,547$332.7B5503.49%
457
SCHHSCHWAB STRATEGIC TR
16,040$332.2B5495.79%
458
ACWIISHARES TR
3,244$330.1B5461.94%
459
SPTMSPDR SER TR
5,642$329.8B5455.69%
460
NOBLPROSHARES TR
3,447$328.2B5429.07%
461
CALYTOPGOLF CALLAWAY BRANDS CORP
22,819$327.2B5413.68%
462
FFORD MTR CO DEL
26,541$323.5B5352.75%
463
MYEMYERS INDS INC
16,499$322.6B5336.44%
464
SGOVISHARES TR
3,189$319.7B5289.54%
465
AEMAGNICO EAGLE MINES LTD
5,789$317.5B5253.24%
466
DDWMWISDOMTREE TR
9,832$316.4B5234.49%
467
ROKROCKWELL AUTOMATION INC
1,004$311.8B5158.89%
468
COWZPACER FDS TR
5,931$308.4B5101.46%
469
DGROISHARES TR
5,694$306.5B5070.41%
470
VIOVVANGUARD ADMIRAL FDS INC
3,400$300.9B4978.16%
471
FNDXSCHWAB STRATEGIC TR
4,833$299.4B4952.61%
472
FITBFIFTH THIRD BANCORP
8,472$292.2B4834.21%
473
LABORATORY CORP AMER HLDGS
1,281$291.2B4817.00%
474
KHCKRAFT HEINZ CO
7,828$289.5B4789.16%
475
MUMICRON TECHNOLOGY INC
3,374$288.0B4764.26%
476
BPBP PLC
8,000$283.2B4685.34%
477
IGVISHARES TR
698$283.1B4684.28%
478
WBSWEBSTER FINL CORP
5,566$282.5B4674.26%
479
FEMRFIDELITY COVINGTON TRUST
10,516$282.4B4671.56%
480
BF/BBROWN FORMAN CORP
4,934$281.7B4661.05%
481
FRTFEDERAL RLTY INVT TR NEW
2,713$279.6B4625.35%
482
DFARDIMENSIONAL ETF TRUST
12,265$278.9B4614.40%
483
SOXXISHARES TR
482$277.7B4594.02%
484
AOAISHARES TR
4,003$276.4B4573.10%
485
VXFVANGUARD INDEX FDS
1,657$272.4B4507.37%
486
VLOVALERO ENERGY CORP
2,090$271.7B4494.54%
487
XSOEWISDOMTREE TR
9,390$271.2B4486.53%
488
UBERUBER TECHNOLOGIES INC
4,301$264.8B4380.73%
489
WSTWEST PHARMACEUTICAL SVSC INC
749$263.7B4363.34%
490
ALSALLSTATE CORP
1,877$262.7B4346.88%
491
MDTMEDTRONIC PLC
3,131$257.9B4267.28%
492
XLYSELECT SECTOR SPDR TR
1,439$257.3B4256.96%
493
FTVFORTIVE CORP
3,453$254.2B4206.29%
494
DFSEURDISCOVER FINL SVCS
2,259$253.9B4200.78%
495
AJGGALLAGHER ARTHUR J & CO
1,126$253.3B4190.25%
496
TTWOTAKE-TWO INTERACTIVE SOFTWAR
1,570$252.6B4179.27%
497
IVZINVESCO LTD
12,394$221.1B3658.08%
498
RFREGIONS FINANCIAL CORP NEW
11,030$213.8B3536.53%
499
BBLUEA SERIES TRUST
19,546$202.9B3356.62%
500
PHYS/USPROTT PHYSICAL GOLD TR
12,500$199.1B3294.37%
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