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
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.39K
+ 1.7%
$33.39 - $37.66 $79.7K - $89.9K
143K $4.77M
EEM
Ishares Msci Emerging Markets

ETFs
314
+ 0.35%
$41.82 - $47.36 $13.1K - $14.9K
89.2K $3.73M
AMAT
Applied Materials Inc

Technology
35
+ 0.39%
$161.44 - $213.89 $5.65K - $7.49K
9.03K $1.47M
NOC
Northrop Grumman Corp

Industrials
122
+ 1.55%
$466.52 - $543.88 $56.9K - $66.4K
7.97K $3.74M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
602K
+ 194.39%
$27.54 - $83.04 $16.6M - $50M
911K $25.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
138K
+ 102.98%
$18.41 - $40.87 $2.54M - $5.64M
272K $5.04M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.05M
+ 188.53%
$22.4 - $68.28 $23.6M - $71.8M
1.61M $37.3M
EEMV
Ishares Msci Emerging Markets

ETFs
2.8K
+ 1.78%
$57.85 - $63.11 $162K - $176K
160K $9.27M
ALGN
Align Technology Inc

Healthcare
384
+ 2.65%
$205.03 - $245.32 $78.7K - $94.2K
14.9K $3.1M
XOM
Exxon Mobil Corp

Energy
813
+ 1.11%
$105.51 - $125.37 $85.8K - $102K
74.2K $7.98M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.81K
+ 0.77%
$49.87 - $52.46 $190K - $200K
501K $25M
SBUX
Starbucks Corp

Consumer Cyclical
1.61K
+ 1.09%
$87.44 - $102.5 $141K - $165K
149K $13.6M
HD
Home Depot, Inc.

Consumer Cyclical
1.34K
+ 1.6%
$385.02 - $431.37 $514K - $576K
84.7K $32.9M
DFAX
Dimensional ETF Tr
7.79K
+ 1.54%
$24.76 - $27.04 $193K - $211K
514K $12.8M
ASML
Asml Holding Nv

Technology
674
+ 6.9%
$658.43 - $872.27 $444K - $588K
10.4K $7.24M
RWO
Spdr Dow Jones Global Real Est

ETFs
1.21K
+ 0.57%
$42.41 - $47.31 $51.4K - $57.4K
212K $9.11M
MDLZ
Mondelez International, Inc.

Consumer Defensive
361
+ 0.52%
$59.25 - $72.99 $21.4K - $26.3K
70.4K $4.2M
ABBV
Abb Vie Inc.

Healthcare
1.69K
+ 2.26%
$164.99 - $203.87 $278K - $344K
76.3K $13.6M
ADBE
Adobe Inc.

Technology
370
+ 1.78%
$437.39 - $552.96 $162K - $205K
21.1K $9.39M
REET
Ishares Global Reit ETF

ETFs
50K
+ 5.29%
$23.43 - $26.54 $1.17M - $1.33M
997K $23.9M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
10.6K
+ 1.09%
$91.94 - $100.02 $978K - $1.06M
987K $91.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
107K
+ 6.24%
$44.04 - $49.49 $4.69M - $5.28M
1.81M $79.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
25K
+ 4.49%
$75.1 - $82.99 $1.88M - $2.07M
581K $44M
ELV
Elevance Health, Inc.

Healthcare
69
+ 0.29%
$365.96 - $514.62 $25.3K - $35.5K
23.9K $8.84M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
151K
+ 6.65%
$60.13 - $67.31 $9.08M - $10.2M
2.42M $147M
EFV
Msci Eafe Value ETF

ETFs
50.2K
+ 2.57%
$51.78 - $57.15 $2.6M - $2.87M
2M $105M
IEFA
Ishares Tr

ETFs
229K
+ 7.3%
$70.06 - $77.43 $16M - $17.7M
3.37M $237M
VEA
Vanguard Ftse Developed Market

ETFs
249K
+ 4.49%
$47.57 - $52.44 $11.8M - $13M
5.79M $277M
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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