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 21 of 31
25434V773
25434V773
Shares:
22761(+2.2%)
Value:
$588.2M(+7.5%)
464287788
464287788
Shares:
5210(+0.0%)
Value:
$587.9M(+2.0%)
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
2207(-7.5%)
Value:
$583.8M(+1.6%)
46138E354
46138E354
Shares:
7765(+0.0%)
Value:
$580.2M(+6.7%)
92206C102
VGSH|92206C102
Shares:
9874(+17.0%)
Value:
$579.5M(+18.0%)
25434V732
25434V732
Shares:
21817(+65.8%)
Value:
$577.3M(+67.5%)
25434V682
25434V682
Shares:
16842(-4.2%)
Value:
$567.2M(-2.6%)
81369Y605
81369Y605
Shares:
11371(-9.0%)
Value:
$566.4M(-6.2%)
464287721
464287721
Shares:
4012(+0.6%)
Value:
$563.4M(-11.4%)
ENBRIDGE INC
ENB|29250N105
Shares:
12674(+0.8%)
Value:
$561.6M(+5.3%)
Arista Networks, Inc.
ANET|040413205
Shares:
7120(-3.5%)
Value:
$551.7M(-32.3%)
Chubb Ltd
CB|H1467J104
Shares:
1824(-14.1%)
Value:
$550.8M(-6.1%)
81369Y506
81369Y506
Shares:
5785(-8.2%)
Value:
$540.6M(+0.2%)
25434V856
25434V856
Shares:
12833(+0.0%)
Value:
$540.4M(+4.0%)
NIKE, Inc.
NKE|654106103
Shares:
8446(-3.3%)
Value:
$536.2M(-18.9%)
AMERIPRISE FINANCIAL INC
AMP|03076C106
Shares:
1105(-11.2%)
Value:
$534.7M(-19.3%)
46434G764
EMXC|46434G764
Shares:
9668(-0.6%)
Value:
$532.6M(-1.3%)
Phillips 66
PSX|718546104
Shares:
4307(-1.8%)
Value:
$531.9M(+6.5%)
464289859
464289859
Shares:
6931(+73.2%)
Value:
$530.2M(+73.0%)
AUTOZONE INC
AZO|053332102
Shares:
139(-4.8%)
Value:
$530.0M(+13.3%)