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 28 of 31
464288885
EFG|464288885
Shares:
2563(+0.0%)
Value:
$256.3M(+3.3%)
921946794
VYMI|921946794
Shares:
3456(-4.6%)
Value:
$254.6M(+3.5%)
REALTY INCOME CORP
O|756109104
Shares:
4382(-10.6%)
Value:
$254.2M(-3.0%)
EQUITY RESIDENTIAL
EQR|29476L107
Shares:
3548(+7.2%)
Value:
$254.0M(+6.9%)
KEYCORP /NEW/
KEY|493267108
Shares:
15677(-5.1%)
Value:
$250.7M(-11.5%)
02072L714
02072L714
Shares:
19546(+0.0%)
Value:
$249.6M(-2.1%)
FLEX LTD.
FLEX|Y2573F102
Shares:
7515(-3.0%)
Value:
$248.6M(-16.4%)
921935607
921935607
Shares:
1965(+0.0%)
Value:
$248.2M(-3.3%)
464287432
464287432
Shares:
2723(-67.7%)
Value:
$247.9M(-66.3%)
78464A474
78464A474
Shares:
8234(-2.2%)
Value:
$247.8M(-1.4%)
46138E743
PXF|46138E743
Shares:
4753(-8.4%)
Value:
$247.1M(-0.6%)
MITSUBISHI UFJ FINANCIAL GROUP INC
MUFG|606822104
Shares:
18120
Value:
$247.0M
46137V142
46137V142
Shares:
3807(-10.5%)
Value:
$245.6M(-12.2%)
Shift4 Payments, Inc.
FOUR|82452J109
Shares:
3000
Value:
$245.1M
808524862
808524862
Shares:
10065(-4.9%)
Value:
$245.0M(-3.8%)
464286517
464286517
Shares:
6520(+0.0%)
Value:
$244.2M(+3.8%)
Surgery Partners, Inc.
SGRY|86881A100
Shares:
10257
Value:
$243.6M
FNB CORP/PA/
FNB|302520101
Shares:
18037(-1.4%)
Value:
$242.6M(-10.3%)
46429B267
46429B267
Shares:
10542(+14.8%)
Value:
$242.3M(+14.9%)
DOLLAR GENERAL CORP
DG|256677105
Shares:
2751(-0.8%)
Value:
$241.9M(+15.1%)