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 18 of 31
GENERAL MILLS INC
GIS|370334104
Shares:
14566(-9.4%)
Value:
$870.9M(-15.1%)
46434V456
46434V456
Shares:
21374(+5.8%)
Value:
$848.3M(+13.1%)
PPL Corp
PPL|69351T106
Shares:
23490(-11.9%)
Value:
$848.2M(-2.0%)
464287606
IJK|464287606
Shares:
10179(+6.3%)
Value:
$847.7M(-2.6%)
921932505
VOOG|921932505
Shares:
2520(-0.6%)
Value:
$842.9M(-9.2%)
CSX CORP
CSX|126408103
Shares:
28614(-5.7%)
Value:
$842.1M(-14.0%)
464287168
DVY|464287168
Shares:
6237(-23.5%)
Value:
$837.6M(-21.7%)
FVCBankcorp, Inc.
FVCB|36120Q101
Shares:
78650
Value:
$831.3M
GE Vernova Inc.
GEV|36828A101
Shares:
2715(-2.5%)
Value:
$828.8M(-9.5%)
ZIMMER BIOMET HOLDINGS, INC.
ZBH|98956P102
Shares:
7236(-0.9%)
Value:
$819.0M(+6.2%)
78464A656
78464A656
Shares:
31041(+0.0%)
Value:
$818.9M(+4.2%)
92204A108
92204A108
Shares:
2491(+0.0%)
Value:
$810.8M(-13.3%)
DIAGEO PLC
DEO|25243Q205
Shares:
7554(-1.1%)
Value:
$791.6M(-18.5%)
381430529
381430529
Shares:
7846(-24.1%)
Value:
$786.0M(-23.9%)
464287515
464287515
Shares:
8822(+1.6%)
Value:
$785.1M(-9.7%)
UNITED RENTALS, INC.
URI|911363109
Shares:
1229(-2.5%)
Value:
$770.2M(-13.2%)
INTUITIVE SURGICAL INC
ISRG|46120E602
Shares:
1554(+3.0%)
Value:
$769.7M(-2.2%)
464287556
464287556
Shares:
6006(-1.0%)
Value:
$768.2M(-4.3%)
922042676
VNQI|922042676
Shares:
18979(+0.2%)
Value:
$767.9M(+2.5%)
92204A306
VDE|92204A306
Shares:
5905(+0.4%)
Value:
$765.9M(+7.4%)