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
Search and click to pin securities to the top
Page 12 of 31
78468R622
78468R622
Shares:
27759(+0.3%)
Value:
$2.6B(+0.1%)
GENERAL DYNAMICS CORP
GD|369550108
Shares:
9606(-7.4%)
Value:
$2.6B(-4.2%)
Duke Energy CORP
DUK|26441C204
Shares:
20696(-4.6%)
Value:
$2.5B(+8.0%)
GENUINE PARTS CO
GPC|372460105
Shares:
21041(+8.7%)
Value:
$2.5B(+11.0%)
HONEYWELL INTERNATIONAL INC
HON|438516106
Shares:
11522(-6.7%)
Value:
$2.4B(-12.5%)
ALIGN TECHNOLOGY INC
ALGN|016255101
Shares:
15347(+3.2%)
Value:
$2.4B(-21.3%)
921910733
ESGV|921910733
Shares:
24864(-1.8%)
Value:
$2.4B(-8.3%)
46435U549
46435U549
Shares:
50524(+0.9%)
Value:
$2.4B(+3.2%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
15363(-3.5%)
Value:
$2.4B(-3.5%)
78468R663
78468R663
Shares:
25634(-2.8%)
Value:
$2.4B(-2.5%)
GENERAL ELECTRIC CO
GE|369604301
Shares:
11504(-1.1%)
Value:
$2.3B(+18.6%)
GOLDMAN SACHS GROUP INC
GS|38141G104
Shares:
4202(+0.7%)
Value:
$2.3B(-3.9%)
CATERPILLAR INC
CAT|149123101
Shares:
6953(-2.4%)
Value:
$2.3B(-11.3%)
81369Y886
81369Y886
Shares:
28922(+0.2%)
Value:
$2.3B(+4.4%)
Accenture plc
ACN|G1151C101
Shares:
7203(-3.9%)
Value:
$2.2B(-14.8%)
78468R796
78468R796
Shares:
48356(+0.0%)
Value:
$2.2B(-5.0%)
46641Q159
46641Q159
Shares:
47657(+29.0%)
Value:
$2.2B(+30.3%)
Blackstone Inc.
BX|09260D107
Shares:
15531(-6.1%)
Value:
$2.2B(-23.9%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
4347(-9.8%)
Value:
$2.2B(-13.7%)
922020805
922020805
Shares:
42800(-0.9%)
Value:
$2.1B(+2.1%)