Modera Wealth Management, LLC New Holdings in Q4 2024

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
383K
New
$60.9 - $66.69 $23.3M - $25.5M
383K $23.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
83.4K
New
$160.89 - $176.18 $13.4M - $14.7M
83.4K $13.5M
AVEM
American Centy ETF Tr Avantis

ETFs
166K
New
$58.59 - $66.14 $9.74M - $11M
166K $9.77M
MGV
Vanguard Mega Cap Value

ETFs
71.4K
New
$124.06 - $133.48 $8.86M - $9.53M
71.4K $8.92M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
50.4K
New
$78.43 - $87.17 $3.95M - $4.39M
50.4K $4.04M
DSI
Ishares Msci Kld 400 Social Et

ETFs
17.3K
New
$107.41 - $115.71 $1.86M - $2M
17.3K $1.91M
DIHP
Dimensional ETF Tr Dimensional

ETFs
71.4K
New
$25.15 - $27.57 $1.8M - $1.97M
71.4K $1.8M
JPIE
J P Morgan Exchange Traded Fd
36.9K
New
$45.59 - $46.25 $1.68M - $1.71M
36.9K $1.68M
GBIL
Goldman Sachs Access Treasury

ETFs
10.3K
New
$99.85 - $100.22 $1.03M - $1.04M
10.3K $1.03M
PLTR
Palantir Technologies Inc.

Technology
13.4K
New
$36.46 - $82.38 $488K - $1.1M
13.4K $1.01M
QUBT
Quantum Computing Inc.

Technology
40K
New
$0.64 - $21.61 $25.6K - $864K
40K $698K
PAYC
Paycom Software, Inc.

Technology
3.39K
New
$159.94 - $240.25 $542K - $814K
3.39K $694K
SDG
Ishares Trust Ishares Msci Glo

ETFs
9.2K
New
$71.56 - $85.77 $658K - $789K
9.2K $658K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
24.1K
New
$22.72 - $23.0 $547K - $554K
24.1K $549K
SPXN
Proshares Tr S&P 500 Ex Finls

ETFs
8.56K
New
$61.19 - $65.44 $524K - $560K
8.56K $538K
DFIP
Dimensional ETF Tr Inflation P

ETFs
12.8K
New
$40.31 - $42.43 $517K - $545K
12.8K $519K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.25K
New
$260.53 - $404.79 $326K - $507K
1.25K $479K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.57K
New
$50.37 - $50.6 $432K - $434K
8.57K $431K
TROW
Price T Rowe Group Inc

Financial Services
3.6K
New
$106.48 - $124.69 $383K - $449K
3.6K $406K
DFAR
Dimensional ETF Tr Dimensional

ETFs
17.2K
New
$22.72 - $25.76 $391K - $444K
17.2K $400K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.31K
New
$225.16 - $265.16 $294K - $346K
1.31K $324K
SNOW
Snowflake Inc.

Technology
1.96K
New
$109.65 - $186.51 $215K - $366K
1.96K $303K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.62K
New
$155.96 - $188.66 $252K - $305K
1.62K $301K
WMB
Williams Companies, Inc.

Energy
4.84K
New
$46.37 - $59.74 $225K - $289K
4.84K $262K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
4.73K
New
$52.07 - $58.13 $246K - $275K
4.73K $246K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.77K
New
$88.59 - $94.57 $245K - $262K
2.77K $245K
SHOP
Shopify Inc.

Technology
2.29K
New
$78.14 - $119.49 $179K - $274K
2.29K $243K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
8.84K
New
$26.39 - $35.74 $233K - $316K
8.84K $237K
MRNA
Moderna, Inc.

Healthcare
5.56K
New
$36.85 - $63.93 $205K - $356K
5.56K $231K
ADI
Analog Devices Inc

Technology
1.07K
New
$206.35 - $236.48 $220K - $252K
1.07K $226K
B
Barnes Group Inc

Industrials
4.66K
New
$38.58 - $47.26 $180K - $220K
4.66K $220K
PWR
Quanta Services, Inc.

Industrials
681
New
$296.05 - $346.6 $202K - $236K
681 $215K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.55K
New
$55.73 - $66.16 $198K - $235K
3.55K $214K
KEYS
Keysight Technologies, Inc.

Technology
1.33K
New
$149.01 - $172.53 $198K - $229K
1.33K $213K
GM
General Motors CO

Consumer Cyclical
4.01K
New
$44.82 - $60.2 $180K - $241K
4.01K $213K
FDN
First Tr Fd Dow Jones

ETFs
873
New
$210.5 - $257.24 $184K - $225K
873 $212K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
178
New
$1146.59 - $1270.6 $204K - $226K
178 $211K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.31K
New
$43.37 - $51.46 $187K - $222K
4.31K $207K
PFM
Invesco Exchange Traded Fd Tr

ETFs
4.5K
New
$45.72 - $48.2 $206K - $217K
4.5K $206K
MTB
M&T Bank Corp

Financial Services
1.08K
New
$172.48 - $221.95 $186K - $239K
1.08K $202K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.6K
New
$23.25 - $23.37 $200K - $201K
8.6K $200K
Arista Networks Inc
7.38K
New
N/A
7.38K $0
Nuveen Churchill Direct Lend
16.4K
New
N/A
16.4K $0
Lam Research Corp
87.2K
New
N/A
87.2K $0
Dimensional ETF Trust
168K
New
N/A
168K $0
Blackrock Inc
60.4K
New
N/A
60.4K $0
AVGE
American Centy ETF Tr Avantis
11.6K
New
N/A
11.6K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
5.74K
New
N/A
5.74K $0
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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