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 16 of 31
HERSHEY CO
HSY|427866108
Shares:
7129(-9.2%)
Value:
$1.2B(-8.3%)
FISERV INC
FI|337738108
Shares:
5444(-6.8%)
Value:
$1.2B(+0.2%)
Palantir Technologies Inc.
PLTR|69608A108
Shares:
14217(+6.3%)
Value:
$1.2B(+18.6%)
46434V266
46434V266
Shares:
34684(+0.0%)
Value:
$1.2B(+4.3%)
78468R739
78468R739
Shares:
24422(-0.8%)
Value:
$1.2B(-0.3%)
Avantor, Inc.
AVTR|05352A100
Shares:
71093(-6.2%)
Value:
$1.2B(-27.9%)
BECTON DICKINSON & CO
BDX|075887109
Shares:
4977(+0.2%)
Value:
$1.1B(+1.2%)
NUCOR CORP
NUE|670346105
Shares:
9464(-5.2%)
Value:
$1.1B(-2.2%)
72201R643
72201R643
Shares:
11293(-1.3%)
Value:
$1.1B(-1.0%)
MARRIOTT INTERNATIONAL INC /MD/
MAR|571903202
Shares:
4679(+2.6%)
Value:
$1.1B(-12.4%)
CONOCOPHILLIPS
COP|20825C104
Shares:
10498(-3.9%)
Value:
$1.1B(+1.8%)
81369Y860
81369Y860
Shares:
26150(-1.5%)
Value:
$1.1B(+1.4%)
025072877
025072877
Shares:
12550(+0.5%)
Value:
$1.1B(-9.3%)
CORNING INC /NY
GLW|219350105
Shares:
23610(+13.6%)
Value:
$1.1B(+9.5%)
MORGAN STANLEY
MS|617446448
Shares:
8988(-8.2%)
Value:
$1.0B(-14.8%)
92204A801
92204A801
Shares:
5551(-8.5%)
Value:
$1.0B(-8.0%)
SAP SE
SAP|803054204
Shares:
3853(-0.3%)
Value:
$1.0B(+8.7%)
92204A504
VHT|92204A504
Shares:
3897(-11.8%)
Value:
$1.0B(-8.0%)
UFP INDUSTRIES INC
UFPI|90278Q108
Shares:
9512(-0.3%)
Value:
$1.0B(-5.3%)
46432F339
QUAL|46432F339
Shares:
5918(+0.8%)
Value:
$1.0B(-3.2%)