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 |
|---|---|
FISVFISERV INC | $1.2M |
SHMSPDR SER TR | $1.2M |
NUENUCOR CORP | $1.2M |
MOALTRIA GROUP INC | $1.2M |
JMSTJ P MORGAN EXCHANGE TRADED F | $1.1M |
VAWVANGUARD WORLD FD | $1.1M |
CRWDCROWDSTRIKE HLDGS INC | $1.1M |
BDXBECTON DICKINSON & CO | $1.1M |
EMNTPIMCO ETF TR | $1.1M |
VHTVANGUARD WORLD FD | $1.1M |
ISCFISHARES TR | $1.1M |
PPGPPG INDS INC | $1.1M |
CMECME GROUP INC | $1.1M |
IWCISHARES TR | $1.1M |
COPCONOCOPHILLIPS | $1.1M |
XLRESELECT SECTOR SPDR TR | $1.1M |
UFPIUFP INDUSTRIES INC | $1.1M |
RYROYAL BK CDA | $1.1M |
AQLTISHARES TR | $1.1M |
DOWDOW INC | $1.1M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $1.0M |
QUALISHARES TR | $1.0M |
GBILGOLDMAN SACHS ETF TR | $1.0M |
ICFISHARES TR | $1.0M |
GISGENERAL MLS INC | $1.0M |
PLTRPALANTIR TECHNOLOGIES INC | $1.0M |
CXMSPRINKLR INC | $1.0M |
GLWCORNING INC | $987K |
SOSOUTHERN CO | $981K |
DUHPDIMENSIONAL ETF TRUST | $980K |
CSXCSX CORP | $979K |
DEODIAGEO PLC | $971K |
WSFSWSFS FINL CORP | $970K |
SAPSAP SE | $951K |
VCRVANGUARD WORLD FD | $935K |
DFGRDIMENSIONAL ETF TRUST | $930K |
VOOGVANGUARD ADMIRAL FDS INC | $928K |
PAYXPAYCHEX INC | $926K |
SBACSBA COMMUNICATIONS CORP NEW | $926K |
WSTWEST PHARMACEUTICAL SVSC INC | $924K |
INTCINTEL CORP | $919K |
GEVGE VERNOVA INC | $916K |
ETNEATON CORP PLC | $900K |
CMICUMMINS INC | $899K |
BABOEING CO | $896K |
BACVERIZON COMMUNICATIONS INC | $894K |
SGOVISHARES TR | $890K |
URIUNITED RENTALS INC | $887K |
VMBSVANGUARD SCOTTSDALE FDS | $885K |
DFICDIMENSIONAL ETF TRUST | $882K |
IJKISHARES TR | $871K |
IGVISHARES TR | $870K |
PPLPPL CORP | $866K |
SCHDSCHWAB STRATEGIC TR | $863K |
HYMBSPDR SER TR | $853K |
PDBCINVESCO ACTVELY MNGD ETC FD | $847K |
AVGEAMERICAN CENTY ETF TR | $841K |
VOTVANGUARD INDEX FDS | $834K |
ANETARISTA NETWORKS INC | $815K |
CLXCLOROX CO DEL | $804K |
IBBISHARES TR | $802K |
ROSTROSS STORES INC | $794K |
DFSBDIMENSIONAL ETF TRUST | $790K |
ISRGINTUITIVE SURGICAL INC | $787K |
SPIPSPDR SER TR | $786K |
ZBHZIMMER BIOMET HOLDINGS INC | $771K |
IYRISHARES TR | $766K |
IQLTISHARES TR | $750K |
VNQIVANGUARD INTL EQUITY INDEX F | $749K |
AMTMAMENTUM HOLDINGS INC | $740K |
TLTISHARES TR | $736K |
DFSIDIMENSIONAL ETF TRUST | $734K |
VDEVANGUARD WORLD FD | $713K |
SDYSPDR SER TR | $706K |
TDYTELEDYNE TECHNOLOGIES INC | $705K |
PAYCPAYCOM SOFTWARE INC | $694K |
AOKISHARES TR | $690K |
VGSRMANAGER DIRECTED PORTFOLIOS | $686K |
IBITISHARES BITCOIN TRUST ETF | $678K |
FNDFSCHWAB STRATEGIC TR | $678K |
KMBKIMBERLY-CLARK CORP | $677K |
SUSAISHARES TR | $663K |
A4SAMERIPRISE FINL INC | $663K |
QUBTQUANTUM COMPUTING INC | $662K |
NKENIKE INC | $661K |
IYJISHARES TR | $659K |
SDGISHARES TR | $658K |
FLRNSPDR SER TR | $658K |
WMWASTE MGMT INC DEL | $646K |
IYWISHARES TR | $636K |
PKGPACKAGING CORP AMER | $636K |
YUMYUM BRANDS INC | $634K |
DGROISHARES TR | $632K |
USHYISHARES TR | $626K |
DWMWISDOMTREE TR | $626K |
VONEVANGUARD SCOTTSDALE FDS | $625K |
DGSWISDOMTREE TR | $625K |
OXYOCCIDENTAL PETE CORP | $619K |
EBAEBAY INC. | $608K |
XLFSELECT SECTOR SPDR TR | $604K |