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 4 of 31
464288588
464288588
Shares:
286208(+3.8%)
Value:
$26.8B(+6.1%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
154952(-2.0%)
Value:
$26.4B(-0.4%)
46434V647
46434V647
Shares:
1056894(+6.0%)
Value:
$25.6B(+7.3%)
464288414
MUB|464288414
Shares:
242805(-2.1%)
Value:
$25.6B(-3.1%)
46435G672
46435G672
Shares:
512005(+2.1%)
Value:
$25.6B(+2.2%)
NOVO NORDISK A S
NVO|670100205
Shares:
359706(-0.8%)
Value:
$25.0B(-19.9%)
808524300
SCHG|808524300
Shares:
985805(-3.4%)
Value:
$24.7B(-13.2%)
922908751
VB|922908751
Shares:
106330(+1.3%)
Value:
$23.6B(-6.5%)
INTERPUBLIC GROUP OF COMPANIES, INC.
IPG|460690100
Shares:
864060(-2.1%)
Value:
$23.5B(-5.1%)
PEPSICO INC
PEP|713448108
Shares:
155566(-3.1%)
Value:
$23.3B(-4.5%)
46429B655
46429B655
Shares:
452864(-6.3%)
Value:
$23.1B(-6.0%)
EMERSON ELECTRIC CO
EMR|291011104
Shares:
208692(-1.6%)
Value:
$22.9B(-12.9%)
808524508
808524508
Shares:
841413(-7.7%)
Value:
$22.0B(-12.7%)
464287630
IWN|464287630
Shares:
144255(-4.0%)
Value:
$21.8B(-11.7%)
464288158
464288158
Shares:
204951(+1.6%)
Value:
$21.6B(+1.7%)
464287622
IWB|464287622
Shares:
68365(+2.3%)
Value:
$21.0B(-2.6%)
808524870
808524870
Shares:
771923(+1.0%)
Value:
$20.8B(+5.1%)
25434V765
25434V765
Shares:
751326(+951.6%)
Value:
$20.2B(+1022.8%)
464287226
464287226
Shares:
201886(-0.1%)
Value:
$20.0B(+2.0%)
922908629
VO|922908629
Shares:
75542(+0.3%)
Value:
$19.5B(-1.8%)