Modera Wealth Management, LLC Incresed Positions in Q3 2024

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
634
+ 0.71%
$19.78 - $23.53 $12.5K - $14.9K
89.7K $2.08M
CMI
Cummins Inc

Industrials
700
+ 48.14%
$266.63 - $326.4 $187K - $228K
2.15K $696K
CEG
Constellation Energy Corp

Utilities
656
+ 38.07%
$167.08 - $262.86 $110K - $172K
2.38K $618K
TMO
Thermo Fisher Scientific Inc.

Healthcare
32
+ 0.83%
$531.86 - $624.21 $17K - $20K
3.87K $2.39M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.1K
+ 8.06%
$25.45 - $29.53 $104K - $121K
55K $1.6M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
4.26K
+ 17.3%
$47.01 - $48.2 $200K - $206K
28.9K $1.39M
NUSC
Nuveen Esg Small Cap ETF

ETFs
910
+ 1.74%
$38.89 - $42.97 $35.4K - $39.1K
53.3K $2.28M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 0.36%
$3305.62 - $4268.05 $9.92K - $12.8K
835 $3.52M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
5.5K
+ 42.97%
$30.27 - $34.42 $166K - $189K
18.3K $624K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
395
+ 2.86%
$127.29 - $141.5 $50.3K - $55.9K
14.2K $1.98M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
894
+ 17.84%
$178.94 - $207.0 $160K - $185K
5.9K $1.19M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.91K
+ 7.16%
$41.02 - $46.01 $78.5K - $88K
28.6K $1.3M
DHR
Danaher Corp

Healthcare
16
+ 0.25%
$239.25 - $280.76 $3.83K - $4.49K
6.53K $1.81M
MSI
Motorola Solutions, Inc.

Technology
18
+ 0.64%
$385.65 - $450.49 $6.94K - $8.11K
2.82K $1.27M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.88K
+ 71.5%
$91.43 - $117.51 $172K - $221K
4.51K $477K
GS
Goldman Sachs Group Inc

Financial Services
21
+ 0.53%
$459.02 - $510.25 $9.64K - $10.7K
3.96K $1.96M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
562
+ 2.32%
$91.37 - $101.65 $51.3K - $57.1K
24.8K $2.52M
ALL
Allstate Corp

Financial Services
640
+ 34.95%
$158.43 - $192.86 $101K - $123K
2.47K $468K
XLI
Industrial Sector Spdr

ETFs
36
+ 0.29%
$120.56 - $135.44 $4.34K - $4.88K
12.5K $1.69M
NKE
Nike, Inc.

Consumer Cyclical
727
+ 8.81%
$71.09 - $89.44 $51.7K - $65K
8.98K $793K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.3K
+ 35.56%
$106.11 - $113.72 $138K - $147K
4.94K $558K
HOLX
Hologic Inc

Healthcare
55
+ 0.27%
$73.48 - $83.64 $4.04K - $4.6K
20.3K $1.66M
CTVA
Corteva, Inc.

Basic Materials
17
+ 0.06%
$50.72 - $58.78 $862 - $999
29.5K $1.73M
CME
Cme Group Inc.

Financial Services
141
+ 3.09%
$193.43 - $220.62 $27.3K - $31.1K
4.71K $1.04M
EBAY
Ebay Inc

Consumer Cyclical
540
+ 6.21%
$52.61 - $65.44 $28.4K - $35.3K
9.23K $601K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.12K
+ 13.95%
$84.81 - $93.54 $94.6K - $104K
9.12K $837K
LHX
L3 Harris Technologies, Inc.

Industrials
190
+ 2.93%
$221.96 - $243.27 $42.2K - $46.2K
6.67K $1.59M
KMI
Kinder Morgan, Inc.

Energy
162
+ 0.29%
$19.72 - $22.22 $3.19K - $3.6K
55.2K $1.22M
SHW
Sherwin Williams CO

Basic Materials
46
+ 3.57%
$294.65 - $384.0 $13.6K - $17.7K
1.33K $508K
NFLX
Netflix Inc

Communication Services
92
+ 5.52%
$598.55 - $722.26 $55.1K - $66.4K
1.76K $1.25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
609
+ 5.87%
$77.02 - $85.06 $46.9K - $51.8K
11K $928K
TJX
Tjx Companies Inc

Consumer Cyclical
405
+ 4.26%
$107.93 - $120.23 $43.7K - $48.7K
9.91K $1.16M
BLDR
Builders First Source, Inc.

Industrials
25
+ 1.23%
$132.6 - $201.83 $3.32K - $5.05K
2.05K $398K
ROST
Ross Stores, Inc.

Consumer Cyclical
641
+ 17.32%
$136.06 - $155.24 $87.2K - $99.5K
4.34K $653K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18
+ 0.06%
$59.93 - $66.52 $1.08K - $1.2K
31.6K $2.1M
PRF
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.02%
$37.33 - $40.63 $261 - $284
42K $1.71M
VXF
Vanguard Extended Market ETF

ETFs
471
+ 25.89%
$163.98 - $182.92 $77.2K - $86.2K
2.29K $416K
IWC
Russell Micro Cap ETF

ETFs
308
+ 4.11%
$112.21 - $129.46 $34.6K - $39.9K
7.8K $962K
MS
Morgan Stanley

Financial Services
410
+ 4.61%
$92.07 - $106.96 $37.7K - $43.9K
9.31K $970K
SAP
Sap Se

Technology
15
+ 0.4%
$197.21 - $231.0 $2.96K - $3.47K
3.75K $859K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
530
+ 1.35%
$9.14 - $12.13 $4.84K - $6.43K
39.8K $458K
XLK
Technology Sector Spdr

ETFs
409
+ 8.09%
$197.34 - $237.68 $80.7K - $97.2K
5.46K $1.23M
XLV
Select Sector Spdr Fund Health

ETFs
427
+ 15.63%
$143.3 - $157.24 $61.2K - $67.1K
3.16K $486K
AJG
Arthur J. Gallagher & Co.

Financial Services
211
+ 16.54%
$259.22 - $299.75 $54.7K - $63.2K
1.49K $418K
VOT
Vanguard Mid Cap Growth Index

ETFs
167
+ 4.97%
$218.05 - $243.47 $36.4K - $40.7K
3.53K $858K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
542
+ 4.5%
$55.06 - $62.25 $29.8K - $33.7K
12.6K $774K
MDT
Medtronic PLC

Healthcare
606
+ 23.17%
$76.84 - $91.03 $46.6K - $55.2K
3.22K $289K
ECL
Ecolab Inc.

Basic Materials
196
+ 10.12%
$228.86 - $255.76 $44.9K - $50.1K
2.13K $544K
USB
Us Bancorp \De\

Financial Services
316
+ 2.84%
$39.04 - $47.23 $12.3K - $14.9K
11.4K $523K
Activity Summary
Buys All Purchases 308 New Holdings 53 Increased Positions 255 Sells All Sells 243 Reductions 243 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