Modera Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
607
Total Value
7392328495
Accession Number
0001398344-25-008976
Form Type
13F-HR
CIK
0001542143
Manager Name
Modera Wealth Management, LLC
Data Enrichment
71% identified
428 identified179 unidentified

Holdings

607 positions
Manager:
SEC
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Page 1 of 31
922908736
VUG|922908736
Shares:
1178843(+3.1%)
Value:
$437.1B(-6.8%)
921943858
VEA|921943858
Shares:
5676812(-1.9%)
Value:
$288.6B(+4.2%)
922908744
VTV|922908744
Shares:
1662744(+1.9%)
Value:
$287.2B(+4.0%)
921908844
VIG|921908844
Shares:
1477951(+6.2%)
Value:
$286.7B(+5.2%)
46432F842
IEFA|46432F842
Shares:
3503273(+4.1%)
Value:
$265.0B(+12.1%)
46429B747
46429B747
Shares:
1957487(+3.3%)
Value:
$202.5B(+6.3%)
Apple Inc.
AAPL|037833100
Shares:
861472(-2.5%)
Value:
$191.4B(-13.6%)
464287804
IJR|464287804
Shares:
1646146(-4.0%)
Value:
$172.1B(-12.9%)
25434V708
DFAC|25434V708
Shares:
5124524(-0.8%)
Value:
$169.1B(-5.4%)
MICROSOFT CORP
MSFT|594918104
Shares:
408014(-1.9%)
Value:
$153.2B(-12.7%)
464287200
IVV|464287200
Shares:
259469(-1.8%)
Value:
$145.8B(-6.2%)
25434V104
25434V104
Shares:
3524418(-3.2%)
Value:
$135.5B(-8.1%)
025072802
025072802
Shares:
1659857(+979.8%)
Value:
$115.8B(+1057.1%)
464288877
464288877
Shares:
1907217(-4.9%)
Value:
$112.4B(+6.8%)
25434V807
25434V807
Shares:
2551604(-1.5%)
Value:
$100.4B(+9.2%)
464287614
IWF|464287614
Shares:
266543(-1.8%)
Value:
$96.2B(-11.7%)
25434V724
25434V724
Shares:
2309668(-2.2%)
Value:
$95.2B(-1.6%)
464287663
IUSV|464287663
Shares:
1013318(+2.7%)
Value:
$93.5B(+2.3%)
464287598
IWD|464287598
Shares:
439699(-1.4%)
Value:
$82.7B(+0.2%)
25434V815
25434V815
Shares:
2936778(+1.9%)
Value:
$82.7B(-6.8%)