Modera-Wealth-Management

Filing Details

13F-HR2025-03-31
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
Manager Name
Modera-Wealth-Management
Data Enrichment
71% identified
428 identified179 unidentified

Holdings

607 positions • $7.4B total value
Manager:
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PFIZER INC
Shares:66.8K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$7.4B)
25434V781
Shares:56.2K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.4B)
CME GROUP INC.
Shares:6.2K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.4B)
Jefferies Financial Group Inc.
Shares:30.3K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.4B)
KINDER MORGAN, INC.
Shares:56.9K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.4B)
81369Y704
Shares:12.4K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.4B)
46137V613
Shares:39.9K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.4B)
BRISTOL MYERS SQUIBB CO
Shares:26.3K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.4B)
464287887
Shares:12.7K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.4B)
INTUIT INC.
Shares:2.6K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.4B)
AT&T INC.
Shares:55.5K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.4B)
25434V625
Shares:25.3K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$7.4B)
25434V864
Shares:32.5K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$7.4B)
WELLS FARGO & COMPANY/MN
Shares:21.1K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$7.4B)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:3.6K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$7.4B)
81369Y803
Shares:7.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$7.4B)
TEXAS INSTRUMENTS INC
Shares:8.2K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$7.4B)
Paycom Software, Inc.
Shares:6.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$7.4B)
PRUDENTIAL FINANCIAL INC
Shares:12.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$7.4B)
46432F396
Shares:7.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$7.4B)