Modera Wealth Management, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified428 identified179 unidentified
Holdings
607 positions
Manager:
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Page 20 of 31
46435U853
Shares:
17688(+3.9%)
Value:
$651.1M(+4.0%)
97717W281
Shares:
13310(+4.2%)
Value:
$643.0M(+2.9%)
464287754
Shares:
4938(+0.0%)
Value:
$642.8M(-2.5%)
92206C771
Shares:
13746(-29.5%)
Value:
$636.6M(-28.0%)
46436E841
Shares:
28155(+14.6%)
Value:
$631.2M(+15.7%)
464288802
Shares:
5473(+0.3%)
Value:
$628.7M(-5.2%)
464289867
Shares:
10873(+19.7%)
Value:
$626.0M(+20.2%)
464289883
Shares:
16537(-10.6%)
Value:
$622.3M(-9.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46435U853)✕ | 17.7K | All Managers (Combined) | $651.1K | ||
5.1K | All Managers (Combined) | $647.0K | |||
Clorox Co /De/(CLXcusip189054109) | 4.4K | All Managers (Combined) | $643.8K | ||
(cusip97717W281)✕ | 13.3K | QoQ +4.18% (+535)YoY -1.06% (-143) | All Managers (Combined) | $643.0K | |
(cusip464287754)✕ | 4.9K | QoQ +0.02% (-1)YoY +0.04% (+2) | All Managers (Combined) | $642.8K | |
5.8K | QoQ -8.95% (-573)YoY -9.38% (-604) | All Managers (Combined) | $636.9K | ||
(cusip92206C771)✕ | 13.7K | All Managers (Combined) | $636.6K | ||
10.3K | QoQ 0.00% (+0) | All Managers (Combined) | $636.2K | ||
(cusip46436E841)✕ | 28.2K | YoY NEW(+28.2K) | All Managers (Combined) | $631.2K | YoY NEW(+$631.2K) |
(cusip464288802)✕ | 5.5K | QoQ +0.32% (-18) | All Managers (Combined) | $628.7K | |
2.8K | QoQ -0.60% (-17)YoY +1.15% (-32) | All Managers (Combined) | $627.8K | ||
(cusip464289867)✕ | 10.9K | All Managers (Combined) | $626.0K | ||
(cusip464289883)✕ | 16.5K | All Managers (Combined) | $622.3K | ||
9.2K | QoQ -6.44% (-632)YoY +2.71% (+243) | All Managers (Combined) | $621.8K | ||
12.6K | QoQ +0.39% (+50)YoY +0.59% (-75) | All Managers (Combined) | $620.9K | ||
10.4K | All Managers (Combined) | $612.4K | |||
17.7K | All Managers (Combined) | $602.7K | |||
Novartis Ag(NVScusip66987V109) | 5.4K | All Managers (Combined) | $602.1K | ||
Watsco Inc(WSOcusip942622200) | 1.2K | QoQ -3.38% (-41) | All Managers (Combined) | $594.2K | |
2.3K | QoQ -1.06% (-25)YoY NEW(+2.3K) | All Managers (Combined) | $588.8K | YoY NEW(+$588.8K) |