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 24 of 31
45783Y723
45783Y723
Shares:
13020(+0.0%)
Value:
$408.9M(-1.9%)
Discover Financial Services
DFS|254709108
Shares:
2381(-12.2%)
Value:
$406.4M(-13.5%)
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
3954(-6.3%)
Value:
$406.2M(-20.3%)
92189F106
GDX|92189F106
Shares:
8784
Value:
$403.8M
46654Q203
46654Q203
Shares:
7790
Value:
$403.4M
SYNOPSYS INC
SNPS|871607107
Shares:
938(-6.1%)
Value:
$402.3M(-17.0%)
NB Bancorp, Inc.
NBBK|63945M107
Shares:
22011(+0.0%)
Value:
$397.7M(+0.1%)
922908652
VXF|922908652
Shares:
2305(+1.1%)
Value:
$397.1M(-8.3%)
74348A467
74348A467
Shares:
3852(+0.0%)
Value:
$393.6M(+2.6%)
TE Connectivity plc
TEL|G87052109
Shares:
2778(-2.9%)
Value:
$392.6M(-4.0%)
464288257
464288257
Shares:
3312(+0.0%)
Value:
$385.5M(-0.9%)
78470E205
78470E205
Shares:
11430(+0.0%)
Value:
$383.9M(+4.0%)
SIMON PROPERTY GROUP INC /DE/
SPG|828806109
Shares:
2310(+42.5%)
Value:
$383.7M(+37.4%)
67092P300
67092P300
Shares:
9470(-20.5%)
Value:
$383.4M(-18.2%)
EVERSOURCE ENERGY
ES|30040W108
Shares:
6063(-1.6%)
Value:
$376.6M(+6.4%)
92206C623
92206C623
Shares:
2015(+0.1%)
Value:
$375.4M(-11.2%)
ONEOK INC /NEW/
OKE|682680103
Shares:
3715(-18.5%)
Value:
$368.6M(-19.5%)
AGNICO EAGLE MINES LTD
AEM|008474108
Shares:
3384(+0.0%)
Value:
$366.9M(+38.6%)
464288513
464288513
Shares:
4626(+0.4%)
Value:
$364.9M(+0.7%)
97717X263
97717X263
Shares:
9832(+0.0%)
Value:
$361.7M(+7.0%)