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
TRV
Travelers Companies, Inc.

Financial Services
547
+ 29.76%
$225.97 - $266.66 $124K - $146K
2.39K $574K
VGSH
Vanguard

ETFs
2.51K
+ 42.25%
$58.02 - $58.88 $145K - $148K
8.44K $490K
ROST
Ross Stores, Inc.

Consumer Cyclical
905
+ 20.84%
$138.59 - $156.61 $125K - $142K
5.25K $793K
DVY
Ishares Tr

ETFs
1.25K
+ 18.08%
$129.55 - $143.41 $162K - $179K
8.15K $1.07M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.2K
+ 3.35%
N/A
67.8K $4.23M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
519
+ 2.09%
$100.18 - $109.1 $52K - $56.6K
25.3K $2.66M
IWC
Russell Micro Cap ETF

ETFs
555
+ 7.11%
$120.3 - $138.84 $66.8K - $77.1K
8.36K $1.09M
VT
Vanguard Total World Stk Index

ETFs
1.63K
+ 5.61%
$117.09 - $123.07 $191K - $201K
30.7K $3.6M
TT
Trane Technologies PLC

Industrials
369
+ 40.95%
$369.35 - $419.14 $136K - $155K
1.27K $469K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.16K
+ 36.81%
$56.06 - $61.35 $121K - $132K
8.02K $453K
TMO
Thermo Fisher Scientific Inc.

Healthcare
947
+ 24.47%
$501.29 - $612.85 $475K - $580K
4.82K $2.51M
NOW
Service Now, Inc.

Technology
62
+ 22.71%
$867.18 - $1148.42 $53.8K - $71.2K
335 $355K
DFS
Discover Financial Services

Financial Services
121
+ 4.67%
$136.3 - $182.67 $16.5K - $22.1K
2.71K $469K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.0%
$278.19 - $315.36 $278 - $315
27.5K $7.92M
AMP
Ameriprise Financial Inc

Financial Services
40
+ 3.32%
$473.15 - $574.01 $18.9K - $23K
1.25K $662K
QUAL
Ishares Msci Usa Quality Facto

ETFs
577
+ 10.91%
$176.42 - $186.91 $102K - $108K
5.87K $1.04M
DE
Deere & CO

Industrials
131
+ 2.08%
$389.45 - $466.0 $51K - $61K
6.43K $2.73M
SUB
Ishares Short Term National Mu

ETFs
2.25K
+ 1.13%
$104.94 - $106.2 $236K - $239K
202K $21.3M
C
Citigroup Inc

Financial Services
567
+ 8.02%
$61.31 - $72.5 $34.8K - $41.1K
7.63K $537K
WST
West Pharmaceutical Services Inc

Healthcare
50
+ 1.8%
$285.69 - $344.0 $14.3K - $17.2K
2.82K $924K
L
Loews Corp

Financial Services
67
+ 0.44%
$76.49 - $87.05 $5.12K - $5.83K
15.3K $1.3M
SAP
Sap Se

Technology
113
+ 3.01%
$218.13 - $255.54 $24.6K - $28.9K
3.86K $951K
R
Ryder System Inc

Industrials
463
+ 25.45%
$138.78 - $170.03 $64.3K - $78.7K
2.28K $357K
MSI
Motorola Solutions, Inc.

Technology
121
+ 4.29%
$449.08 - $504.6 $54.3K - $61.1K
2.94K $1.36M
PAYX
Paychex Inc

Industrials
379
+ 6.09%
$135.86 - $148.73 $51.5K - $56.4K
6.6K $925K
CXM
Sprinklr, Inc.

Technology
10
+ 0.01%
$6.98 - $9.42 $69.8 - $94.2
119K $1.01M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
998
+ 23.63%
$58.39 - $67.04 $58.3K - $66.9K
5.22K $331K
CME
Cme Group Inc.

Financial Services
110
+ 2.34%
$221.17 - $246.02 $24.3K - $27.1K
4.82K $1.12M
WM
Waste Management Inc

Industrials
461
+ 16.84%
$201.79 - $228.46 $93K - $105K
3.2K $645K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
293
+ 0.99%
$121.89 - $135.52 $35.7K - $39.7K
30K $3.75M
XLE
Energy Sector Spdr

ETFs
1.02K
+ 19.36%
$83.32 - $97.27 $85.2K - $99.4K
6.3K $539K
SPGI
S&P Global Inc.

Financial Services
187
+ 19.38%
$480.36 - $529.17 $89.8K - $99K
1.15K $573K
FNDA
Schwab Fundamental U S Small C

ETFs
11.4K
+ 128.35%
$29.26 - $59.11 $333K - $672K
20.2K $600K
GLW
Corning Inc

Technology
507
+ 2.5%
$44.11 - $49.76 $22.4K - $25.2K
20.8K $987K
MO
Altria Group, Inc.

Consumer Defensive
787
+ 3.67%
$49.06 - $57.74 $38.6K - $45.4K
22.2K $1.16M
INTU
Intuit Inc

Technology
71
+ 2.64%
$602.01 - $706.25 $42.7K - $50.1K
2.77K $1.74M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
63.9K
+ 201.95%
$22.01 - $66.82 $1.41M - $4.27M
95.5K $2.17M
CB
Chubb LTD

Financial Services
308
+ 16.97%
$271.57 - $301.89 $83.6K - $93K
2.12K $586K
TXN
Texas Instruments Inc

Technology
320
+ 3.61%
N/A
9.19K $1.79M
ISRG
Intuitive Surgical Inc

Healthcare
30
+ 2.03%
$471.27 - $550.62 $14.1K - $16.5K
1.51K $787K
WELL
Welltower Inc.

Real Estate
500
+ 28.65%
$123.11 - $139.3 $61.6K - $69.7K
2.25K $282K
FISV
Fiserv Inc

Technology
463
+ 8.61%
N/A
5.84K $731K
GILD
Gilead Sciences, Inc.

Healthcare
179
+ 3.7%
$83.95 - $97.9 $15K - $17.5K
5.02K $463K
VLO
Valero Energy Corp

Energy
635
+ 36.58%
$118.59 - $144.02 $75.3K - $91.5K
2.37K $290K
AOK
Ishares Tr Core Conservative A

ETFs
2.04K
+ 12.4%
$37.3 - $38.64 $76.1K - $78.9K
18.5K $689K
EPD
Enterprise Products Partners L.P.

Energy
366
+ 1.98%
$28.66 - $34.43 $10.5K - $12.6K
18.9K $591K
CLX
Clorox CO

Consumer Defensive
322
+ 6.95%
$156.51 - $169.74 $50.4K - $54.7K
4.95K $804K
PH
Parker Hannifin Corp

Industrials
75
+ 16.45%
$621.74 - $709.46 $46.6K - $53.2K
531 $337K
USB
Us Bancorp \De\

Financial Services
502
+ 4.39%
$43.98 - $53.66 $22.1K - $26.9K
12K $571K
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
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