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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025072885
025072885
Shares:
872492(+5.1%)
Value:
$80.6B(+0.1%)
922042858
VWO|922042858
Shares:
1776898(-2.0%)
Value:
$80.4B(+0.7%)
92206C409
92206C409
Shares:
972472(-1.0%)
Value:
$76.8B(+0.2%)
464288273
464288273
Shares:
1197955(-50.5%)
Value:
$76.1B(-48.3%)
46434G103
IEMG|46434G103
Shares:
1365725(-0.3%)
Value:
$73.7B(+3.1%)
464287879
464287879
Shares:
710681(-5.5%)
Value:
$69.3B(-15.2%)
25434V401
25434V401
Shares:
1145407(-0.8%)
Value:
$69.3B(-5.9%)
464287309
IVW|464287309
Shares:
733688(-2.7%)
Value:
$68.1B(-11.1%)
Broadcom Inc.
AVGO|11135F101
Shares:
406234(-5.1%)
Value:
$68.0B(-31.5%)
LOWES COMPANIES INC
LOW|548661107
Shares:
283695(-1.7%)
Value:
$66.2B(-7.1%)
922908611
VBR|922908611
Shares:
350900(-1.0%)
Value:
$65.4B(-6.9%)
Alphabet Inc.
GOOG|02079K107
Shares:
366746(-1.0%)
Value:
$57.3B(-18.8%)
BlackRock, Inc.
BLK|09290D101
Shares:
59409(-1.6%)
Value:
$56.2B(-9.1%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
229114(-1.9%)
Value:
$56.2B(+0.4%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
99457(-0.3%)
Value:
$53.0B(+17.1%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
93073(+1.0%)
Value:
$52.1B(-3.6%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
825427(-2.7%)
Value:
$50.9B(+1.4%)
922908769
VTI|922908769
Shares:
181166(-0.6%)
Value:
$49.8B(-5.7%)
464287507
IJH|464287507
Shares:
849733(-3.4%)
Value:
$49.6B(-9.6%)
VISA INC.
V|92826C839
Shares:
133072(-1.6%)
Value:
$46.6B(+9.1%)