Modera Wealth Management, LLC Incresed Positions in Q3 2025

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5.04K
+ 49.25%
$64.58 - $69.94 $326K - $353K
15.3K $1.06M
CVX
Chevron Corp

Energy
14
+ 0.05%
$145.57 - $161.83 $2.04K - $2.27K
30.8K $4.79M
UNP
Union Pacific Corp

Industrials
1.19K
+ 9.81%
$214.91 - $237.16 $256K - $282K
13.3K $3.15M
PWR
Quanta Services, Inc.

Industrials
769
+ 136.59%
$372.29 - $421.68 $286K - $324K
1.33K $552K
ETSY
Etsy Inc

Consumer Cyclical
101
+ 0.49%
$51.36 - $74.34 $5.19K - $7.51K
20.5K $1.36M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.85K
+ 4.01%
$27.61 - $29.15 $134K - $141K
126K $3.66M
VT
Vanguard Total World Stk Index

ETFs
98
+ 0.3%
$128.41 - $138.03 $12.6K - $13.5K
32.6K $4.49M
DHR
Danaher Corp

Healthcare
1.44K
+ 20.95%
$181.46 - $212.2 $261K - $305K
8.29K $1.64M
MSI
Motorola Solutions, Inc.

Technology
381
+ 13.26%
$408.73 - $490.3 $156K - $187K
3.25K $1.49M
SUB
Ishares Short Term National Mu

ETFs
1.29K
+ 0.53%
$106.17 - $107.3 $136K - $138K
245K $26.2M
LHX
L3 Harris Technologies, Inc.

Industrials
47
+ 1.14%
$252.18 - $305.41 $11.9K - $14.4K
4.17K $1.27M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
7.66K
+ 3.73%
$24.65 - $24.98 $189K - $191K
213K $5.32M
TTE
Total Energies Se

Energy
3.12K
+ 50.07%
N/A
9.36K $642K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.94K
+ 6.81%
$96.22 - $98.19 $187K - $191K
30.4K $2.98M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
63
+ 0.12%
$78.88 - $85.2 $4.97K - $5.37K
50.6K $4.22M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.87K
+ 4.23%
$30.13 - $33.37 $56.5K - $62.5K
46.2K $1.54M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.95K
+ 72.77%
$22.19 - $22.44 $199K - $201K
21.2K $475K
MO
Altria Group, Inc.

Consumer Defensive
537
+ 2.6%
$57.75 - $67.68 $31K - $36.3K
21.2K $1.4M
VXF
Vanguard Extended Market ETF

ETFs
675
+ 26.33%
$193.58 - $213.07 $131K - $144K
3.24K $678K
EMB
Ishares Tr

ETFs
852
+ 2.17%
$91.52 - $95.59 $78K - $81.4K
40.1K $3.82M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.1K
+ 36.75%
$112.94 - $129.99 $124K - $143K
4.09K $524K
DUK
Duke Energy Corp

Utilities
393
+ 1.79%
$116.31 - $125.93 $45.7K - $49.5K
22.3K $2.76M
VONV
Vanguard Russell 1000 Value Et

ETFs
255
+ 0.72%
$84.55 - $89.54 $21.6K - $22.8K
35.6K $3.18M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
6.44K
+ 30.66%
$23.29 - $23.38 $150K - $151K
27.4K $641K
AMD
Advanced Micro Devices Inc

Technology
342
+ 7.71%
$134.8 - $184.42 $46.1K - $63.1K
4.78K $773K
PFF
Ishares Trust Ishares Pfd And

ETFs
4K
+ 32.86%
$30.67 - $32.13 $123K - $129K
16.2K $511K
AZO
Autozone Inc

Consumer Cyclical
13
+ 9.22%
$3649.42 - $4354.54 $47.4K - $56.6K
154 $660K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
30
+ 0.94%
$393.18 - $439.39 $11.8K - $13.2K
3.21K $1.4M
IYW
Ishares Dj Us Tech ETF

ETFs
236
+ 5.95%
$171.38 - $197.01 $40.4K - $46.5K
4.2K $823K
IXUS
Ishares Tr

ETFs
1.33K
+ 32.11%
$76.35 - $82.58 $102K - $110K
5.49K $453K
RY
Royal Bank Of Canada

Financial Services
1
+ 0.01%
$128.46 - $148.6 $128 - $149
8.31K $1.22M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
20
+ 0.27%
$236.25 - $257.69 $4.73K - $5.15K
7.32K $1.88M
PRF
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.02%
$42.04 - $45.23 $252 - $271
38.3K $1.73M
WBD
Warner Bros. Discovery, Inc.

Communication Services
939
+ 7.97%
$10.78 - $19.82 $10.1K - $18.6K
12.7K $248K
FNDA
Schwab Fundamental U S Small C

ETFs
2.03K
+ 10.66%
$28.75 - $31.93 $58.4K - $64.9K
21.1K $657K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.05K
+ 9.8%
$41.43 - $44.2 $84.8K - $90.5K
22.9K $1.01M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1.37K
+ 32.14%
$79.9 - $92.0 $110K - $126K
5.64K $450K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1
+ 0.01%
$187.97 - $199.47 $188 - $199
9.32K $1.86M
T
At&T Inc.

Communication Services
4.79K
+ 8.62%
$26.94 - $29.62 $129K - $142K
60.4K $1.71M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
46
+ 1.19%
$225.11 - $247.9 $10.4K - $11.4K
3.92K $968K
AOK
Ishares Tr Core Conservative A

ETFs
1.74K
+ 10.51%
$38.64 - $40.17 $67.2K - $69.8K
18.3K $733K
AOR
Ishares Tr Core Growth Allocat

ETFs
810
+ 6.91%
$60.99 - $64.39 $49.4K - $52.2K
12.5K $807K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
802
+ 11.5%
$100.37 - $100.74 $80.5K - $80.8K
7.78K $783K
ENB
Enbridge Inc

Energy
319
+ 2.61%
$43.79 - $50.46 $14K - $16.1K
12.6K $633K
CSX
Csx Corp

Industrials
96
+ 0.37%
$32.05 - $36.52 $3.08K - $3.51K
26K $924K
BWXT
Bwx Technologies, Inc.

Industrials
30
+ 1.83%
$136.45 - $184.37 $4.09K - $5.53K
1.67K $307K
QUAL
Ishares Msci Usa Quality Facto

ETFs
27
+ 0.48%
$182.33 - $194.5 $4.92K - $5.25K
5.67K $1.1M
FLEX
Flex Ltd.

Technology
231
+ 3.41%
$48.49 - $59.33 $11.2K - $13.7K
7.01K $406K
TRV
Travelers Companies, Inc.

Financial Services
132
+ 5.7%
$250.62 - $279.43 $33.1K - $36.9K
2.45K $683K
Activity Summary
Buys All Purchases 212 New Holdings 27 Increased Positions 185 Sells All Sells 348 Reductions 348 Sold out 0 Options Calls 0 Puts 0
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