Modera Wealth Management, LLC Incresed Positions in Q4 2025

Modera Wealth Management, LLC

  • $8.27 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
1.22K
+ 0.33%
$237.49 - $291.74 $290K - $357K
368K $105M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
142K
+ 6.66%
$102.72 - $103.6 $14.6M - $14.7M
2.28M $234M
AVDV
American Centy ETF Tr Avantis

ETFs
102K
+ 5.17%
$87.37 - $90.92 $8.93M - $9.3M
2.08M $188M
DIHP
Dimensional ETF Tr Dimensional

ETFs
165K
+ 11.31%
$30.11 - $31.43 $4.96M - $5.18M
1.62M $50.5M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
182K
+ 332.41%
$24.85 - $25.28 $4.53M - $4.6M
237K $5.94M
GOOGL
Alphabet Inc.

Communication Services
1.35K
+ 1.39%
$236.57 - $291.31 $319K - $393K
98.6K $27.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
121K
+ 4.77%
$30.55 - $32.35 $3.7M - $3.92M
2.66M $83.5M
XLU
Utilities Sector Spdr

ETFs
27.8K
+ 98.16%
$87.89 - $92.9 $2.45M - $2.59M
56.2K $4.99M
REET
Ishares Global Reit ETF

ETFs
104K
+ 8.7%
$24.8 - $26.02 $2.58M - $2.7M
1.3M $32.7M
XLK
Technology Sector Spdr

ETFs
6.54K
+ 85.91%
$278.39 - $304.13 $1.82M - $1.99M
14.2K $4.08M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19.4K
+ 39.0%
$72.17 - $75.74 $1.4M - $1.47M
69.2K $5.19M
VTV
Vanguard Value ETF

ETFs
1.31K
+ 0.08%
$182.87 - $189.72 $239K - $248K
1.7M $319M
NOW
Service Now, Inc.

Technology
1.39K
+ 469.59%
$835.79 - $946.29 $1.16M - $1.32M
1.69K $1.41M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14.1K
+ 6.05%
$78.65 - $79.19 $1.11M - $1.12M
248K $19.5M
IQV
Iqvia Holdings Inc.

Healthcare
2.85K
+ 19.9%
$198.17 - $223.55 $564K - $637K
17.2K $3.79M
INTC
Intel Corp

Technology
27.2K
+ 56.84%
$34.71 - $41.53 $943K - $1.13M
75K $2.6M
MUB
Ishares National Muni Bond ETF

ETFs
7.96K
+ 3.84%
$106.36 - $107.61 $847K - $857K
215K $23M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.65K
+ 64.42%
$237.56 - $271.47 $866K - $990K
9.31K $2.41M
DUK
Duke Energy Corp

Utilities
5.89K
+ 26.39%
$121.57 - $129.03 $716K - $760K
28.2K $3.53M
A
Agilent Technologies, Inc.

Healthcare
1.12K
+ 3.52%
$136.62 - $151.52 $153K - $169K
32.9K $4.83M
SUB
Ishares Short Term National Mu

ETFs
7.58K
+ 3.09%
$106.22 - $106.81 $805K - $810K
253K $26.9M
IBM
International Business Machines Corp

Technology
1.21K
+ 5.69%
$275.97 - $314.98 $335K - $382K
22.6K $6.71M
MMM
3 M CO

Industrials
3.31K
+ 41.0%
$148.75 - $171.6 $493K - $569K
11.4K $1.88M
CAT
Caterpillar Inc

Industrials
165
+ 2.39%
$480.82 - $585.49 $79.3K - $96.6K
7.08K $3.91M
JKHY
Henry Jack & Associates Inc

Technology
1.46K
+ 6.58%
$146.26 - $167.17 $213K - $243K
23.6K $3.87M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.5K
+ 5.57%
$23.02 - $24.23 $356K - $374K
293K $7M
NEE
Nextera Energy Inc

Utilities
1.26K
+ 2.96%
$78.18 - $86.03 $98.4K - $108K
43.8K $3.75M
DFAX
Dimensional ETF Tr
7.37K
+ 1.56%
$30.71 - $32.34 $226K - $238K
481K $15.4M
MCK
Mckesson Corp

Healthcare
14
+ 0.19%
$738.06 - $859.37 $10.3K - $12K
7.26K $6.11M
MBB
Ishares Tr

ETFs
5.65K
+ 1.96%
$94.9 - $96.23 $536K - $544K
294K $27.9M
MRK
Merck & Co., Inc.

Healthcare
1.19K
+ 2.78%
$82.49 - $92.93 $98.4K - $111K
44.1K $4.1M
AMD
Advanced Micro Devices Inc

Technology
427
+ 8.93%
$164.01 - $264.33 $70K - $113K
5.21K $1.25M
XOM
Exxon Mobil Corp

Energy
1.05K
+ 1.46%
$110.64 - $119.78 $116K - $125K
72.7K $8.55M
RTX
Raytheon Technologies Corp

Industrials
82
+ 0.15%
$157.0 - $179.44 $12.9K - $14.7K
53.6K $9.42M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
19.6K
+ 30.65%
$22.43 - $22.55 $440K - $442K
83.5K $1.88M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.17K
+ 0.82%
$51.27 - $51.8 $214K - $216K
510K $26.3M
IAU
Ishares Gold Trust

ETFs
1.94K
+ 3.13%
$72.65 - $82.5 $141K - $160K
64K $4.93M
CNI
Canadian National Railway CO

Industrials
3.95K
+ 22.72%
$93.17 - $97.87 $368K - $387K
21.4K $2.04M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17.5K
+ 33.04%
$22.88 - $22.95 $400K - $401K
70.4K $1.61M
BNDX
Vanguard Total International B

ETFs
7.92K
+ 5.42%
$49.3 - $49.91 $391K - $395K
154K $7.62M
XLE
Energy Sector Spdr

ETFs
4.06K
+ 68.42%
$85.22 - $92.02 $346K - $373K
9.99K $919K
MU
Micron Technology Inc

Technology
128
+ 2.92%
$181.6 - $253.3 $23.2K - $32.4K
4.51K $1.11M
SBAC
Sba Communications Corp

Real Estate
1.72K
+ 19.73%
$187.49 - $202.84 $323K - $349K
10.5K $2.06M
RIO
Rio Tinto PLC

Basic Materials
1.42K
+ 2.41%
$65.44 - $72.58 $92.8K - $103K
60.4K $4.25M
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.08K
+ 13.4%
$96.34 - $98.02 $393K - $400K
34.5K $3.34M
ACN
Accenture PLC

Technology
1.56K
+ 23.38%
$234.02 - $253.35 $365K - $395K
8.22K $1.98M
ALGN
Align Technology Inc

Healthcare
1.29K
+ 9.8%
$125.79 - $144.49 $162K - $186K
14.4K $1.97M
CME
Cme Group Inc.

Financial Services
908
+ 11.38%
$261.53 - $285.04 $237K - $259K
8.89K $2.48M
AVUV
American Centy ETF Tr Avantis

ETFs
3.38K
+ 27.96%
$95.19 - $100.66 $322K - $341K
15.5K $1.51M
Activity Summary
Buys All Purchases 265 New Holdings 28 Increased Positions 237 Sells All Sells 312 Reductions 312 Sold out 0 Options Calls 0 Puts 0
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