Modera Wealth Management, LLC Q4 2024 Filing
Filed February 6, 2025
Portfolio Value
$8.3B
Holdings
611
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (611 positions)
| Stock | Value |
|---|---|
BACBANK AMERICA CORP | $3.8M |
IJJISHARES TR | $3.8M |
NOCNORTHROP GRUMMAN CORP | $3.7M |
EEMISHARES TR | $3.7M |
DFNMDIMENSIONAL ETF TRUST | $3.7M |
AG8AGILENT TECHNOLOGIES INC | $3.6M |
VTVANGUARD INTL EQUITY INDEX F | $3.6M |
SPSMSPDR SER TR | $3.5M |
EMBISHARES TR | $3.4M |
NTRNUTRIEN LTD | $3.4M |
STMSTMICROELECTRONICS N V | $3.3M |
NEENEXTERA ENERGY INC | $3.2M |
AFWALIGN TECHNOLOGY INC | $3.1M |
4I1PHILIP MORRIS INTL INC | $3.0M |
IAU*ISHARES GOLD TR | $3.0M |
SCHVSCHWAB STRATEGIC TR | $3.0M |
KDPKEURIG DR PEPPER INC | $3.0M |
BXBLACKSTONE INC | $2.9M |
VONVVANGUARD SCOTTSDALE FDS | $2.8M |
LOGILOGITECH INTL S A | $2.8M |
UNPUNION PAC CORP | $2.8M |
HONHONEYWELL INTL INC | $2.8M |
GDGENERAL DYNAMICS CORP | $2.7M |
DEDEERE & CO | $2.7M |
ESGVVANGUARD WORLD FD | $2.7M |
JNKSPDR SER TR | $2.6M |
ACNACCENTURE PLC IRELAND | $2.6M |
CATCATERPILLAR INC | $2.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.5M |
QCOMQUALCOMM INC | $2.4M |
BILSPDR SER TR | $2.4M |
JEFJEFFERIES FINL GROUP INC | $2.4M |
GSGOLDMAN SACHS GROUP INC | $2.4M |
DUKDUKE ENERGY CORP NEW | $2.3M |
SPYXSPDR SER TR | $2.3M |
EAGGISHARES TR | $2.3M |
GPCGENUINE PARTS CO | $2.3M |
SPTMSPDR SER TR | $2.3M |
NUSCNUSHARES ETF TR | $2.2M |
XLUSELECT SECTOR SPDR TR | $2.2M |
SCHBSCHWAB STRATEGIC TR | $2.2M |
EPSWISDOMTREE TR | $2.2M |
SHYISHARES TR | $2.1M |
IWVISHARES TR | $2.1M |
VTIPVANGUARD MALVERN FDS | $2.1M |
CVSCVS HEALTH CORP | $2.0M |
SCHCSCHWAB STRATEGIC TR | $2.0M |
DDDUPONT DE NEMOURS INC | $2.0M |
NSCNORFOLK SOUTHN CORP | $2.0M |
XBISPDR SER TR | $2.0M |
GEGE AEROSPACE | $1.9M |
DESWISDOMTREE TR | $1.9M |
IJTISHARES TR | $1.9M |
DSIISHARES TR | $1.9M |
SCHHSCHWAB STRATEGIC TR | $1.9M |
NFLXNETFLIX INC | $1.8M |
DIHPDIMENSIONAL ETF TRUST | $1.8M |
INTUINTUIT | $1.7M |
TXNTEXAS INSTRS INC | $1.7M |
VOOVVANGUARD ADMIRAL FDS INC | $1.7M |
JPIEJ P MORGAN EXCHANGE TRADED F | $1.7M |
SPEMSPDR INDEX SHS FDS | $1.7M |
CTVACORTEVA INC | $1.7M |
PRFINVESCO EXCHANGE TRADED FD T | $1.7M |
PFEPFIZER INC | $1.7M |
DONSPDR DOW JONES INDL AVERAGE | $1.7M |
XLISELECT SECTOR SPDR TR | $1.6M |
DHRDANAHER CORPORATION | $1.6M |
XLKSELECT SECTOR SPDR TR | $1.6M |
VXUSVANGUARD STAR FDS | $1.6M |
AVTRAVANTOR INC | $1.6M |
PRUPRUDENTIAL FINL INC | $1.5M |
KMIKINDER MORGAN INC DEL | $1.5M |
BMYBRISTOL-MYERS SQUIBB CO | $1.5M |
CARRCARRIER GLOBAL CORPORATION | $1.5M |
DFSUDIMENSIONAL ETF TRUST | $1.5M |
AMATAPPLIED MATLS INC | $1.5M |
TJXTJX COS INC NEW | $1.5M |
DCORDIMENSIONAL ETF TRUST | $1.5M |
MTUMISHARES TR | $1.5M |
HOLXHOLOGIC INC | $1.4M |
WFCWELLS FARGO CO NEW | $1.4M |
LHXL3HARRIS TECHNOLOGIES INC | $1.4M |
ITWILLINOIS TOOL WKS INC | $1.4M |
QQQMINVESCO EXCH TRADED FD TR II | $1.4M |
MSIMOTOROLA SOLUTIONS INC | $1.4M |
DFSDDIMENSIONAL ETF TRUST | $1.3M |
FIWFIRST TR EXCHANGE-TRADED FD | $1.3M |
HSYHERSHEY CO | $1.3M |
LLOEWS CORP | $1.3M |
DISVDIMENSIONAL ETF TRUST | $1.3M |
VEUVANGUARD INTL EQUITY INDEX F | $1.3M |
MARMARRIOTT INTL INC NEW | $1.3M |
SCHESCHWAB STRATEGIC TR | $1.3M |
SCHZSCHWAB STRATEGIC TR | $1.3M |
EDCONSOLIDATED EDISON INC | $1.2M |
TAT&T INC | $1.2M |
DWDMORGAN STANLEY | $1.2M |
MMM3M CO | $1.2M |
AVUVAMERICAN CENTY ETF TR | $1.2M |