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 14 of 31
PFIZER INC
PFE|717081103
Shares:
66850(+7.1%)
Value:
$1.7B(+2.3%)
25434V781
25434V781
Shares:
56201(+15.4%)
Value:
$1.6B(+26.5%)
CME GROUP INC.
CME|12572Q105
Shares:
6165(+28.0%)
Value:
$1.6B(+46.2%)
Jefferies Financial Group Inc.
JEF|47233W109
Shares:
30324(-1.1%)
Value:
$1.6B(-32.4%)
KINDER MORGAN, INC.
KMI|49456B101
Shares:
56908(+1.2%)
Value:
$1.6B(+5.4%)
81369Y704
81369Y704
Shares:
12364(-0.8%)
Value:
$1.6B(-1.3%)
46137V613
PRF|46137V613
Shares:
39885(-4.0%)
Value:
$1.6B(-3.8%)
BRISTOL MYERS SQUIBB CO
BMY|110122108
Shares:
26297(-2.3%)
Value:
$1.6B(+5.4%)
464287887
IJT|464287887
Shares:
12691(-10.0%)
Value:
$1.6B(-17.2%)
INTUIT INC.
INTU|461202103
Shares:
2568(-7.1%)
Value:
$1.6B(-9.3%)
AT&T INC.
T|00206R102
Shares:
55450(+2.5%)
Value:
$1.6B(+27.3%)
25434V625
25434V625
Shares:
25307(+11.1%)
Value:
$1.6B(+6.2%)
25434V864
25434V864
Shares:
32501(+13.2%)
Value:
$1.5B(+14.7%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
21110(+2.7%)
Value:
$1.5B(+4.9%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
3606(-7.2%)
Value:
$1.5B(-8.4%)
81369Y803
XLK|81369Y803
Shares:
7287(+4.8%)
Value:
$1.5B(-6.9%)
TEXAS INSTRUMENTS INC
TXN|882508104
Shares:
8219(-10.5%)
Value:
$1.5B(-14.3%)
Paycom Software, Inc.
PAYC|70432V102
Shares:
6570(+94.0%)
Value:
$1.4B(+106.8%)
PRUDENTIAL FINANCIAL INC
PRU|744320102
Shares:
12801(-1.9%)
Value:
$1.4B(-7.6%)
46432F396
MTUM|46432F396
Shares:
7032(-0.0%)
Value:
$1.4B(-2.3%)