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 5 of 31
ELECTRONIC ARTS INC.
EA|285512109
Shares:
134798(-8.1%)
Value:
$19.5B(-9.3%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
35297(-2.9%)
Value:
$18.5B(+0.6%)
92206C870
VCIT|92206C870
Shares:
219059(+0.0%)
Value:
$17.9B(+1.9%)
Walmart Inc.
WMT|931142103
Shares:
202235(-0.5%)
Value:
$17.8B(-3.3%)
921937827
BSV|921937827
Shares:
225529(-0.7%)
Value:
$17.7B(+0.6%)
25434V302
25434V302
Shares:
661056(+0.9%)
Value:
$17.1B(+3.0%)
STRYKER CORP
SYK|863667101
Shares:
44534(-1.3%)
Value:
$16.6B(+2.0%)
922908595
VBK|922908595
Shares:
64780(-9.7%)
Value:
$16.3B(-18.8%)
DOVER Corp
DOV|260003108
Shares:
92585(-1.1%)
Value:
$16.3B(-7.4%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
20(+11.1%)
Value:
$16.0B(+30.3%)
AbbVie Inc.
ABBV|00287Y109
Shares:
74939(-1.8%)
Value:
$15.7B(+15.7%)
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
138307(-0.3%)
Value:
$15.2B(-13.1%)
Alphabet Inc.
GOOGL|02079K305
Shares:
96963(+2.1%)
Value:
$15.0B(-16.6%)
464287408
IVE|464287408
Shares:
77936(-0.9%)
Value:
$14.9B(-1.1%)
921937835
BND|921937835
Shares:
200849(+0.9%)
Value:
$14.8B(+3.1%)
STARBUCKS CORP
SBUX|855244109
Shares:
150086(+0.9%)
Value:
$14.7B(+8.5%)
921910873
MGC|921910873
Shares:
72486(+2.6%)
Value:
$14.6B(-2.8%)
ABBOTT LABORATORIES
ABT|002824100
Shares:
108917(-1.7%)
Value:
$14.4B(+15.2%)
922908363
VOO|922908363
Shares:
27442(+0.1%)
Value:
$14.1B(-4.5%)
ORACLE CORP
ORCL|68389X105
Shares:
100366(-0.3%)
Value:
$14.0B(-16.4%)