Modera Wealth Management, LLC Incresed Positions in Q4 2024

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
12
+ 0.1%
$45.36 - $55.91 $544 - $671
12.5K $619K
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 8.06%
$1666.0 - $2117.3 $16.7K - $21.2K
134 $227K
COP
Conocophillips

Energy
358
+ 3.39%
$95.12 - $114.72 $34.1K - $41.1K
10.9K $1.08M
EFX
Equifax Inc

Industrials
20
+ 2.07%
$245.03 - $293.5 $4.9K - $5.87K
984 $250K
MU
Micron Technology Inc

Technology
554
+ 13.54%
$84.16 - $113.41 $46.6K - $62.8K
4.65K $391K
PEG
Public Service Enterprise Group Inc

Utilities
270
+ 2.23%
$81.87 - $94.51 $22.1K - $25.5K
12.4K $1.05M
ROL
Rollins Inc

Consumer Cyclical
66
+ 0.73%
$46.35 - $51.59 $3.06K - $3.4K
9.07K $420K
VZ
Verizon Communications Inc

Communication Services
1.64K
+ 7.9%
$39.6 - $45.21 $64.8K - $74K
22.4K $893K
ECL
Ecolab Inc.

Basic Materials
30
+ 1.41%
$234.32 - $261.43 $7.03K - $7.84K
2.16K $506K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
100
+ 1.91%
$131.66 - $144.0 $13.2K - $14.4K
5.34K $705K
WY
Weyerhaeuser CO

Real Estate
200
+ 2.45%
$27.21 - $33.7 $5.44K - $6.74K
8.37K $235K
ADM
Archer Daniels Midland CO

Consumer Defensive
13
+ 0.27%
$49.38 - $59.52 $642 - $774
4.91K $248K
BDX
Becton Dickinson & CO

Healthcare
102
+ 2.1%
$220.02 - $243.75 $22.4K - $24.9K
4.97K $1.13M
NUSC
Nuveen Esg Small Cap ETF

ETFs
33
+ 0.06%
$41.74 - $46.2 $1.38K - $1.52K
53.4K $2.24M
CTVA
Corteva, Inc.

Basic Materials
58
+ 0.2%
$55.21 - $64.13 $3.2K - $3.72K
29.5K $1.68M
UBER
Uber Technologies, Inc

Technology
422
+ 8.18%
$59.93 - $86.34 $25.3K - $36.4K
5.58K $336K
CVX
Chevron Corp

Energy
106
+ 0.35%
$141.15 - $162.53 $15K - $17.2K
30.7K $4.45M
ES
Eversource Energy

Utilities
111
+ 1.84%
$55.9 - $67.73 $6.2K - $7.52K
6.16K $353K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.56K
+ 6.04%
$58.88 - $64.8 $91.9K - $101K
27.4K $1.62M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
27.8K
+ 100.0%
$22.63 - $47.53 $628K - $1.32M
55.5K $1.26M
ED
Consolidated Edison Inc

Utilities
1.42K
+ 11.38%
$88.87 - $107.38 $126K - $152K
13.9K $1.24M
MCHP
Microchip Technology Inc

Technology
452
+ 12.21%
$55.51 - $79.05 $25.1K - $35.7K
4.15K $238K
NVS
Novartis Ag

Healthcare
341
+ 6.27%
$96.78 - $117.18 $33K - $40K
5.78K $562K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.6K
+ 187.7%
$26.93 - $84.95 $555K - $1.75M
31.6K $863K
A
Agilent Technologies, Inc.

Healthcare
2.05K
+ 8.25%
$125.69 - $146.56 $258K - $301K
26.9K $3.62M
DFIC
Dimensional ETF Tr Dimensional

ETFs
11
+ 0.03%
$25.61 - $28.0 $282 - $308
34.1K $882K
ICF
Ishares Tr

ETFs
165
+ 0.98%
$58.8 - $66.61 $9.7K - $11K
17.1K $1.03M
VHT
Vanguard Health Care ETF

ETFs
135
+ 3.15%
$250.81 - $283.3 $33.9K - $38.2K
4.42K $1.12M
BLDR
Builders First Source, Inc.

Industrials
102
+ 4.97%
$142.93 - $198.25 $14.6K - $20.2K
2.16K $308K
DEO
Diageo PLC

Consumer Defensive
36
+ 0.47%
$118.0 - $139.88 $4.25K - $5.04K
7.64K $971K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
167
+ 0.33%
$46.33 - $48.6 $7.74K - $8.12K
50.1K $2.32M
URI
United Rentals, Inc.

Industrials
36
+ 2.94%
$704.44 - $880.32 $25.4K - $31.7K
1.26K $887K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.74K
+ 1.22%
$77.02 - $78.58 $211K - $215K
227K $17.5M
AMD
Advanced Micro Devices Inc

Technology
460
+ 12.24%
$118.88 - $172.8 $54.7K - $79.5K
4.22K $509K
CAT
Caterpillar Inc

Industrials
182
+ 2.62%
$360.37 - $416.88 $65.6K - $75.9K
7.12K $2.58M
GPC
Genuine Parts CO

Consumer Cyclical
2.16K
+ 12.56%
$113.11 - $143.63 $244K - $310K
19.3K $2.26M
LHX
L3 Harris Technologies, Inc.

Industrials
176
+ 2.64%
$208.94 - $264.22 $36.8K - $46.5K
6.84K $1.44M
SCHA
Schwab Strategic Tr Us Small C

ETFs
99.3K
+ 93.49%
$25.33 - $51.16 $2.52M - $5.08M
206K $5.32M
DHR
Danaher Corp

Healthcare
603
+ 9.24%
$226.16 - $274.52 $136K - $166K
7.13K $1.64M
NEE
Nextera Energy Inc

Utilities
4.39K
+ 11.04%
$69.77 - $85.43 $306K - $375K
44.1K $3.16M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.06K
+ 0.21%
$24.61 - $25.12 $26.1K - $26.6K
498K $12.3M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
99.9K
+ 93.65%
$24.31 - $49.53 $2.43M - $4.95M
207K $5.04M
CARR
Carrier Global Corp

Industrials
90
+ 0.41%
$66.69 - $82.65 $6K - $7.44K
21.8K $1.49M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.82K
+ 6.75%
$31.24 - $37.15 $182K - $216K
92K $2.95M
GD
General Dynamics Corp

Industrials
343
+ 3.42%
$260.28 - $314.03 $89.3K - $108K
10.4K $2.73M
NUE
Nucor Corp

Basic Materials
242
+ 2.49%
$115.78 - $167.74 $28K - $40.6K
9.98K $1.16M
DD
Du Pont De Nemours, Inc.

Basic Materials
87
+ 0.33%
$75.95 - $88.05 $6.61K - $7.66K
26.1K $1.99M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1.02K
+ 0.75%
$61.87 - $64.86 $63.3K - $66.4K
138K $8.57M
ZTS
Zoetis Inc.

Healthcare
3.22K
+ 12.17%
$162.24 - $194.42 $522K - $625K
29.6K $4.83M
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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