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 15 of 31
25434V716
25434V716
Shares:
39662(+2.0%)
Value:
$1.4B(-3.6%)
CONSOLIDATED EDISON INC
ED|209115104
Shares:
12749(-8.1%)
Value:
$1.4B(+13.9%)
LOEWS CORP
L|540424108
Shares:
15282(-0.3%)
Value:
$1.4B(+8.2%)
Warner Music Group Corp.
WMG|934550203
Shares:
44796
Value:
$1.4B
ALTRIA GROUP, INC.
MO|02209S103
Shares:
23332(+4.9%)
Value:
$1.4B(+20.4%)
DANAHER CORP /DE/
DHR|235851102
Shares:
6828(-4.2%)
Value:
$1.4B(-14.4%)
SBA COMMUNICATIONS CORP
SBAC|78410G104
Shares:
6271(+38.1%)
Value:
$1.4B(+49.1%)
L3HARRIS TECHNOLOGIES, INC. /DE/
LHX|502431109
Shares:
6584(-3.8%)
Value:
$1.4B(-4.2%)
CARRIER GLOBAL Corp
CARR|14448C104
Shares:
21703(-0.7%)
Value:
$1.4B(-7.7%)
CrowdStrike Holdings, Inc.
CRWD|22788C105
Shares:
3794(+15.1%)
Value:
$1.3B(+18.6%)
3M CO
MMM|88579Y101
Shares:
9078(-3.7%)
Value:
$1.3B(+9.6%)
808524839
808524839
Shares:
56007(+0.8%)
Value:
$1.3B(+2.9%)
ILLINOIS TOOL WORKS INC
ITW|452308109
Shares:
5213(-7.6%)
Value:
$1.3B(-9.6%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
10251(-15.6%)
Value:
$1.2B(-14.9%)
78464A284
78464A284
Shares:
49252(+47.8%)
Value:
$1.2B(+45.7%)
808524706
808524706
Shares:
45022(-5.7%)
Value:
$1.2B(-2.3%)
HOLOGIC INC
HOLX|436440101
Shares:
19989(-0.4%)
Value:
$1.2B(-14.6%)
Motorola Solutions, Inc.
MSI|620076307
Shares:
2817(-4.2%)
Value:
$1.2B(-9.3%)
33733B100
33733B100
Shares:
12224(-7.3%)
Value:
$1.2B(-8.5%)
APPLIED MATERIALS INC /DE
AMAT|038222105
Shares:
8408(-6.9%)
Value:
$1.2B(-16.9%)