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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464287705
IJJ|464287705
Shares:
30491(+1.5%)
Value:
$3.7B(-2.7%)
46654Q815
46654Q815
Shares:
73220(-5.6%)
Value:
$3.6B(-6.2%)
Tesla, Inc.
TSLA|88160R101
Shares:
13805(-4.1%)
Value:
$3.6B(-38.5%)
25434V849
25434V849
Shares:
74778(-2.2%)
Value:
$3.6B(-2.6%)
464288281
464288281
Shares:
39190(+1.6%)
Value:
$3.6B(+3.3%)
78464A409
SPYG|78464A409
Shares:
44095(-1.4%)
Value:
$3.5B(-9.8%)
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
82014(-4.5%)
Value:
$3.4B(-9.3%)
AGILENT TECHNOLOGIES, INC.
A|00846U101
Shares:
29159(+8.2%)
Value:
$3.4B(-5.8%)
922042742
VT|922042742
Shares:
29362(-4.3%)
Value:
$3.4B(-5.5%)
Keurig Dr Pepper Inc.
KDP|49271V100
Shares:
99337(+8.0%)
Value:
$3.4B(+15.1%)
808524409
808524409
Shares:
120338(+5.4%)
Value:
$3.2B(+7.4%)
Infosys Ltd
INFY|456788108
Shares:
174733(-2.2%)
Value:
$3.2B(-18.6%)
78468R853
78468R853
Shares:
74377(-3.4%)
Value:
$3.0B(-12.4%)
DEERE & CO
DE|244199105
Shares:
6299(-2.1%)
Value:
$3.0B(+8.5%)
STMicroelectronics N.V.
STM|861012102
Shares:
134237(+2.3%)
Value:
$2.9B(-10.0%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
41258(-6.5%)
Value:
$2.9B(-7.5%)
92206C714
92206C714
Shares:
35305(+1.5%)
Value:
$2.9B(+3.1%)
CVS HEALTH Corp
CVS|126650100
Shares:
42713(-6.4%)
Value:
$2.9B(+41.3%)
LOGITECH INTERNATIONAL S.A.
LOGI|H50430232
Shares:
33809(-1.2%)
Value:
$2.9B(+1.3%)
UNION PACIFIC CORP
UNP|907818108
Shares:
11792(-4.5%)
Value:
$2.8B(-1.1%)