Modera Wealth Management, LLC Purchases in Q4 2024

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EQT
Eqt Corp

Energy
207
+ 0.0%
$35.62 - $46.89 $7.37K - $9.71K
15.4M $708M
VUG
Vanguard Growth ETF

ETFs
10.9K
+ 0.96%
$378.79 - $428.11 $4.12M - $4.66M
1.14M $469M
AVDE
American Centy ETF Tr Avantis

ETFs
383K
New
$60.9 - $66.69 $23.3M - $25.5M
383K $23.5M
VO
Vanguard Mid Cap ETF

ETFs
64.5K
+ 594.18%
$261.5 - $284.63 $16.9M - $18.3M
75.3K $19.9M
VTI
Vanguard Total Stock Market Et

ETFs
49.2K
+ 36.95%
$280.04 - $302.45 $13.8M - $14.9M
182K $52.8M
MGC
Vanguard Mega Cap ETF

ETFs
69.4K
+ 5628.71%
$204.21 - $220.18 $14.2M - $15.3M
70.6K $15M
VOE
Vanguard Mid Cap Value Index F

ETFs
83.4K
New
$160.89 - $176.18 $13.4M - $14.7M
83.4K $13.5M
VTV
Vanguard Value ETF

ETFs
124K
+ 8.25%
$168.32 - $181.87 $20.9M - $22.6M
1.63M $276M
DFAS
Dimensional ETF Tr U S Small C

ETFs
163K
+ 40.91%
$63.58 - $71.15 $10.4M - $11.6M
563K $36.6M
SCHP
Schwab Strategic Us Tips ETF

ETFs
583K
+ 322.17%
$25.74 - $53.78 $15M - $31.4M
765K $19.7M
DFSV
Dimensional ETF Tr Dimensional

ETFs
317K
+ 12.36%
$30.18 - $33.87 $9.57M - $10.7M
2.88M $88.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
135K
+ 15.92%
$77.86 - $79.27 $10.5M - $10.7M
982K $76.6M
MGV
Vanguard Mega Cap Value

ETFs
71.4K
New
$124.06 - $133.48 $8.86M - $9.53M
71.4K $8.92M
AMZN
Amazon Com Inc

Consumer Cyclical
2.22K
+ 0.91%
$180.88 - $232.93 $401K - $517K
245K $53.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
206K
+ 1355.63%
$41.17 - $43.34 $8.48M - $8.93M
221K $9.15M
RSP
Invesco S&P 500 Equal Weight E

ETFs
45.7K
+ 817.95%
$174.22 - $187.62 $7.95M - $8.57M
51.2K $8.98M
VB
Vanguard Small Cap ETF

ETFs
28.4K
+ 37.09%
$233.76 - $261.58 $6.64M - $7.43M
105K $25.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
82.7K
+ 4.56%
$100.24 - $101.35 $8.29M - $8.38M
1.89M $191M
VBR
Vanguard Small Cap Value ETF

ETFs
38.6K
+ 12.22%
$197.36 - $217.3 $7.62M - $8.39M
354K $70.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.3K
+ 81.3%
$521.84 - $558.82 $6.41M - $6.87M
27.4K $14.8M
IVV
Ishares Core S&P 500 ETF

ETFs
5.55K
+ 2.15%
$570.51 - $610.59 $3.17M - $3.39M
264K $155M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
78.4K
+ 4.79%
$113.92 - $127.38 $8.93M - $9.99M
1.71M $198M
AVDV
American Centy ETF Tr Avantis

ETFs
93.7K
+ 156.31%
$63.85 - $70.4 $5.99M - $6.6M
154K $10M
V
Visa Inc.

Financial Services
274
+ 0.2%
$273.87 - $320.91 $75K - $87.9K
135K $42.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
83.3K
+ 202.82%
$51.09 - $55.27 $4.26M - $4.61M
124K $6.36M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
47.6K
+ 86.95%
$84.34 - $95.14 $4.02M - $4.53M
102K $8.94M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
50.4K
New
$78.43 - $87.17 $3.95M - $4.39M
50.4K $4.04M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
122K
+ 249.07%
$34.13 - $37.35 $4.17M - $4.56M
171K $5.84M
MCK
Mckesson Corp

Healthcare
6.7K
+ 836.2%
$482.27 - $628.5 $3.23M - $4.21M
7.5K $4.27M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.97K
+ 0.82%
$95.27 - $107.82 $378K - $428K
487K $50.3M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
120K
+ 653.1%
$30.93 - $33.94 $3.7M - $4.06M
138K $4.27M
AVUS
American Centy ETF Tr Avantis

ETFs
22.6K
+ 2.8%
$94.36 - $102.06 $2.13M - $2.31M
830K $80.5M
MBB
Ishares Tr

ETFs
49.8K
+ 22.01%
$91.26 - $95.82 $4.54M - $4.77M
276K $25.3M
VIG
Vanguard Dividend Appreciation

ETFs
18.3K
+ 1.33%
N/A
1.39M $254M
SPMD
Spdr Portfolio

ETFs
60.1K
+ 79.84%
$54.13 - $59.56 $3.25M - $3.58M
135K $7.41M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
48.8K
+ 5.87%
$61.68 - $67.87 $3.01M - $3.31M
880K $54.8M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
31.5K
+ 56.76%
$114.08 - $125.68 $3.59M - $3.96M
86.9K $9.95M
IEMG
Ishares Inc

ETFs
54.3K
+ 4.13%
N/A
1.37M $73.4M
TSLA
Tesla, Inc.

Consumer Cyclical
2.54K
+ 21.41%
$213.65 - $479.86 $542K - $1.22M
14.4K $5.81M
WMT
Walmart Inc.

Consumer Defensive
9.29K
+ 4.79%
$79.1 - $95.7 $735K - $889K
203K $18.4M
GOOGL
Alphabet Inc.

Communication Services
2.18K
+ 2.35%
$161.86 - $196.66 $353K - $429K
94.9K $18M
NVDA
Nvidia Corp

Technology
6.52K
+ 5.14%
$117.0 - $148.88 $763K - $971K
133K $17.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
48.4K
+ 168.94%
$44.33 - $49.55 $2.14M - $2.4M
77K $3.46M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
23.5K
+ 827.78%
$91.29 - $91.8 $2.15M - $2.16M
26.4K $2.41M
SCHV
Schwab Strategic Tr Us Large C

ETFs
103K
+ 960.01%
$25.79 - $80.4 $2.67M - $8.32M
114K $2.98M
VCIT
Vanguard Intermediate Term Cor

ETFs
34K
+ 18.37%
$80.13 - $83.77 $2.72M - $2.85M
219K $17.6M
FTNT
Fortinet, Inc.

Technology
4.16K
+ 4.27%
$76.49 - $99.21 $318K - $413K
102K $9.6M
IWS
Ishares Russell Midcap Value E

ETFs
16.2K
+ 49.33%
$128.08 - $140.32 $2.08M - $2.28M
49.1K $6.35M
CRM
Salesforce, Inc.

Technology
1.56K
+ 6.4%
$270.87 - $367.87 $422K - $574K
25.9K $8.66M
Activity Summary
Buys All Purchases 379 New Holdings 49 Increased Positions 330 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email