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 19 of 31
46436E718
46436E718
Shares:
7542(-14.9%)
Value:
$759.3M(-14.7%)
YUM BRANDS INC
YUM|988498101
Shares:
4823(+2.1%)
Value:
$758.9M(+19.7%)
TELEDYNE TECHNOLOGIES INC
TDY|879360105
Shares:
1502(-1.2%)
Value:
$747.6M(+6.0%)
46138G649
46138G649
Shares:
3859(-40.6%)
Value:
$744.9M(-45.5%)
464287739
IYR|464287739
Shares:
7699(-6.5%)
Value:
$737.2M(-3.8%)
CUMMINS INC
CMI|231021106
Shares:
2340(-9.3%)
Value:
$733.3M(-18.5%)
25434V690
25434V690
Shares:
20971(-6.1%)
Value:
$731.7M(-0.3%)
922908538
VOT|922908538
Shares:
2983(-9.3%)
Value:
$729.7M(-12.5%)
WASTE MANAGEMENT INC
WM|94106L109
Shares:
3145(-1.7%)
Value:
$728.1M(+12.8%)
97717W703
97717W703
Shares:
11879(+0.0%)
Value:
$690.8M(+10.4%)
56170L695
56170L695
Shares:
67878(+0.2%)
Value:
$688.3M(+0.4%)
25434V674
25434V674
Shares:
13203(-14.8%)
Value:
$680.0M(-13.9%)
KIMBERLY CLARK CORP
KMB|494368103
Shares:
4769(-7.7%)
Value:
$678.3M(+0.2%)
46435G532
46435G532
Shares:
9200(+0.0%)
Value:
$666.0M(+1.1%)
ETSY INC
ETSY|29786A106
Shares:
14088(+94.8%)
Value:
$664.7M(+73.8%)
78468R200
78468R200
Shares:
21456(+0.1%)
Value:
$661.3M(+0.4%)
78464A763
SDY|78464A763
Shares:
4818(-9.8%)
Value:
$653.7M(-7.4%)
808524755
FNDF|808524755
Shares:
18076(-11.4%)
Value:
$653.3M(-3.6%)
46436E858
46436E858
Shares:
28447(+18.1%)
Value:
$652.6M(+18.8%)
46438F101
46438F101
Shares:
13940(+9.1%)
Value:
$652.5M(-3.8%)