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 6 of 31
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
31362(-4.0%)
Value:
$14.0B(-11.8%)
TARGET CORP
TGT|87612E106
Shares:
134034(-4.3%)
Value:
$14.0B(-26.1%)
922908512
VOE|922908512
Shares:
85151(+2.1%)
Value:
$13.7B(+1.3%)
UNILEVER PLC
UL|904767704
Shares:
228427(-3.5%)
Value:
$13.6B(+1.4%)
NVIDIA CORP
NVDA|67066G104
Shares:
124989(-6.3%)
Value:
$13.5B(-24.4%)
25434V880
DFAX|25434V880
Shares:
506948(-1.4%)
Value:
$13.3B(+3.9%)
46435G516
ESGD|46435G516
Shares:
156357(-2.8%)
Value:
$12.8B(+4.3%)
COCA COLA CO
KO|191216100
Shares:
178242(-3.7%)
Value:
$12.8B(+10.8%)
25434V203
25434V203
Shares:
400544(-2.7%)
Value:
$12.5B(+4.1%)
46435G243
46435G243
Shares:
498663(+0.0%)
Value:
$12.5B(+1.2%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
157263(-2.5%)
Value:
$12.3B(+3.1%)
VERTEX PHARMACEUTICALS INC / MA
VRTX|92532F100
Shares:
23973(-2.6%)
Value:
$11.6B(+17.3%)
46435U663
46435U663
Shares:
286308(-3.6%)
Value:
$11.0B(-12.0%)
COLGATE PALMOLIVE CO
CL|194162103
Shares:
115567(+3.2%)
Value:
$10.8B(+6.3%)
025072604
AVEM|025072604
Shares:
179842(+8.2%)
Value:
$10.8B(+10.8%)
922908553
VNQ|922908553
Shares:
118635(-2.9%)
Value:
$10.7B(-1.3%)
25434V583
25434V583
Shares:
200095(+19.4%)
Value:
$10.7B(+20.8%)
Intercontinental Exchange, Inc.
ICE|45866F104
Shares:
61223(-4.5%)
Value:
$10.6B(+10.5%)
922042718
VSS|922042718
Shares:
89924(+3.5%)
Value:
$10.4B(+4.5%)
Elevance Health, Inc.
ELV|036752103
Shares:
23779(-0.6%)
Value:
$10.3B(+17.1%)