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 20 of 31
46435U853
46435U853
Shares:
17688(+3.9%)
Value:
$651.1M(+4.0%)
ROSS STORES, INC.
ROST|778296103
Shares:
5063(-3.5%)
Value:
$647.0M(-18.5%)
CLOROX CO /DE/
CLX|189054109
Shares:
4372(-11.7%)
Value:
$643.8M(-20.0%)
97717W281
97717W281
Shares:
13310(+4.2%)
Value:
$643.0M(+2.9%)
464287754
464287754
Shares:
4938(+0.0%)
Value:
$642.8M(-2.5%)
AMERICAN ELECTRIC POWER CO INC
AEP|025537101
Shares:
5829(-8.9%)
Value:
$636.9M(+7.9%)
92206C771
92206C771
Shares:
13746(-29.5%)
Value:
$636.6M(-28.0%)
46434V621
DGRO|46434V621
Shares:
10298(+0.0%)
Value:
$636.2M(+0.7%)
46436E841
46436E841
Shares:
28155(+14.6%)
Value:
$631.2M(+15.7%)
464288802
464288802
Shares:
5473(+0.3%)
Value:
$628.7M(-5.2%)
WEST PHARMACEUTICAL SERVICES INC
WST|955306105
Shares:
2804(-0.6%)
Value:
$627.8M(-32.1%)
464289867
464289867
Shares:
10873(+19.7%)
Value:
$626.0M(+20.2%)
464289883
464289883
Shares:
16537(-10.6%)
Value:
$622.3M(-9.8%)
EBAY INC
EBAY|278642103
Shares:
9180(-6.4%)
Value:
$621.8M(+2.3%)
OCCIDENTAL PETROLEUM CORP /DE/
OXY|674599105
Shares:
12579(+0.4%)
Value:
$620.9M(+0.3%)
921910725
VSGX|921910725
Shares:
10383(-2.5%)
Value:
$612.4M(+1.5%)
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD|293792107
Shares:
17655(-6.5%)
Value:
$602.7M(+1.8%)
NOVARTIS AG
NVS|66987V109
Shares:
5401(-6.5%)
Value:
$602.1M(+7.1%)
WATSCO INC
WSO|942622200
Shares:
1169(-3.4%)
Value:
$594.2M(+3.6%)
92206C730
VONE|92206C730
Shares:
2319(-1.1%)
Value:
$588.8M(-5.8%)