Modera Wealth Management, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001542143
- Manager Name
- Modera Wealth Management, LLC
Data Enrichment
71% identified428 identified179 unidentified
Holdings
607 positions
Manager:
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Page 14 of 31
25434V781
Shares:
56201(+15.4%)
Value:
$1.6B(+26.5%)
81369Y704
Shares:
12364(-0.8%)
Value:
$1.6B(-1.3%)
25434V625
Shares:
25307(+11.1%)
Value:
$1.6B(+6.2%)
25434V864
Shares:
32501(+13.2%)
Value:
$1.5B(+14.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Pfizer Inc(PFEcusip717081103) | 66.8K | All Managers (Combined) | $1.7M | ||
(cusip25434V781)✕ | 56.2K | All Managers (Combined) | $1.6M | ||
Cme Group Inc.(CMEcusip12572Q105) | 6.2K | All Managers (Combined) | $1.6M | ||
30.3K | All Managers (Combined) | $1.6M | |||
56.9K | All Managers (Combined) | $1.6M | |||
(cusip81369Y704)✕ | 12.4K | QoQ -0.81% (-101)YoY -1.26% (-159) | All Managers (Combined) | $1.6M | |
39.9K | All Managers (Combined) | $1.6M | |||
26.3K | All Managers (Combined) | $1.6M | |||
12.7K | All Managers (Combined) | $1.6M | |||
Intuit Inc.(INTUcusip461202103) | 2.6K | QoQ -7.12% (-197)YoY -5.58% (-152) | All Managers (Combined) | $1.6M | |
55.5K | All Managers (Combined) | $1.6M | |||
(cusip25434V625)✕ | 25.3K | YoY NEW(+25.3K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) |
(cusip25434V864)✕ | 32.5K | All Managers (Combined) | $1.5M | ||
21.1K | All Managers (Combined) | $1.5M | |||
3.6K | All Managers (Combined) | $1.5M | |||
7.3K | All Managers (Combined) | $1.5M | |||
8.2K | All Managers (Combined) | $1.5M | |||
6.6K | YoY NEW(+6.6K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) | |
12.8K | All Managers (Combined) | $1.4M | |||
7.0K | QoQ -0.02% (-2) | All Managers (Combined) | $1.4M |