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 22 of 31
Cigna Group
CI|125523100
Shares:
1608(-10.8%)
Value:
$529.2M(+6.3%)
DOMINION ENERGY, INC
D|25746U109
Shares:
9432(-6.7%)
Value:
$528.8M(-2.9%)
808524763
FNDA|808524763
Shares:
19155(-5.3%)
Value:
$524.7M(-12.6%)
81369Y209
81369Y209
Shares:
3580(-0.1%)
Value:
$522.8M(+6.0%)
Invesco Senior Income Trust
VVR|46131H107
Shares:
139356(+0.0%)
Value:
$522.6M(-5.1%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
2135(+13.3%)
Value:
$521.0M(+30.1%)
Arthur J. Gallagher & Co.
AJG|363576109
Shares:
1506(-3.3%)
Value:
$520.0M(+17.6%)
316092113
316092113
Shares:
16614
Value:
$518.2M
LINDE PLC
LIN|G54950103
Shares:
1101(-11.6%)
Value:
$512.6M(-1.7%)
PACKAGING CORP OF AMERICA
PKG|695156109
Shares:
2567(-9.1%)
Value:
$508.3M(-20.1%)
Essential Utilities, Inc.
WTRG|29670G102
Shares:
12842(-2.1%)
Value:
$507.7M(+6.5%)
Amentum Holdings, Inc.
AMTM|023939101
Shares:
27848(-20.9%)
Value:
$506.8M(-31.5%)
74347B573
74347B573
Shares:
8556(+0.0%)
Value:
$506.7M(-5.9%)
92204A884
92204A884
Shares:
3398(-1.1%)
Value:
$504.2M(-5.3%)
AMETEK INC/
AME|031100100
Shares:
2929(-6.1%)
Value:
$504.1M(-10.3%)
ECOLAB INC.
ECL|278865100
Shares:
1988(-8.1%)
Value:
$504.0M(-0.6%)
S&P Global Inc.
SPGI|78409V104
Shares:
983(-14.7%)
Value:
$499.6M(-12.9%)
FIRST BANCORP /NC/
FBNC|318910106
Shares:
12434(+0.0%)
Value:
$499.1M(-8.7%)
US BANCORP \DE\
USB|902973304
Shares:
11817(-1.1%)
Value:
$498.9M(-12.7%)
CAPITAL ONE FINANCIAL CORP
COF|14040H105
Shares:
2782(-5.1%)
Value:
$498.8M(-4.6%)