Modera Wealth Management, LLC Sells in Q4 2024

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-6.26K
- 1.7%
$85.0 - $120.04 $532K - $752K
363K $31.2M
DFIV
Dimensional ETF Tr

ETFs
-32K
- 1.22%
$34.86 - $37.97 $1.12M - $1.22M
2.59M $91.9M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.19K
- 0.75%
$244.52 - $284.07 $536K - $622K
288K $71.2M
AMGN
Amgen Inc

Healthcare
-1.5K
- 1.32%
$258.78 - $328.31 $388K - $492K
112K $29.1M
LLY
Eli Lilly & CO

Healthcare
-1.69K
- 3.17%
$727.2 - $932.06 $1.23M - $1.57M
51.5K $39.7M
MSFT
Microsoft Corp

Technology
-3.41K
- 0.81%
$406.35 - $454.46 $1.39M - $1.55M
416K $175M
LMT
Lockheed Martin Corp

Industrials
-2.86K
- 8.04%
$479.66 - $614.62 $1.37M - $1.76M
32.7K $15.9M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-45.4K
- 4.9%
$27.09 - $32.06 $1.23M - $1.46M
882K $24.7M
JNJ
Johnson & Johnson

Healthcare
-609
- 0.26%
$143.34 - $165.86 $87.3K - $101K
232K $33.6M
TGT
Target Corp

Consumer Defensive
-3.21K
- 2.24%
$121.59 - $160.69 $391K - $516K
140K $18.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
-5.84K
- 1.29%
$183.23 - $199.79 $1.07M - $1.17M
446K $82.6M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-169
- 2.0%
$701.85 - $1046.91 $119K - $177K
8.28K $5.9M
UNH
Unitedhealth Group Inc

Healthcare
-201
- 0.55%
$485.52 - $625.25 $97.6K - $126K
36.3K $18.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-27.4K
- 1.15%
$40.38 - $44.35 $1.11M - $1.21M
2.36M $96.7M
PEP
Pepsico Inc

Consumer Defensive
-391
- 0.24%
$151.29 - $176.1 $59.2K - $68.9K
161K $24.4M
CL
Colgate Palmolive CO

Consumer Defensive
-8.54K
- 7.08%
$90.22 - $102.31 $770K - $874K
112K $10.2M
UL
Unilever PLC

Consumer Defensive
-4.21K
- 1.75%
$56.7 - $64.64 $239K - $272K
237K $13.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-76.5K
- 85.32%
$26.16 - $28.82 $2M - $2.2M
13.2K $344K
TD
Toronto Dominion Bank

Financial Services
-12K
- 8.34%
$51.56 - $63.8 $617K - $764K
132K $7.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.89K
- 2.81%
$442.29 - $483.08 $1.28M - $1.39M
99.8K $45.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
-35K
- 4.02%
$54.54 - $61.04 $1.91M - $2.14M
837K $46.6M
TFC
Truist Financial Corp

Financial Services
-48.3K
- 16.81%
$41.51 - $48.1 $2M - $2.32M
239K $10.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.41K
- 0.29%
$74.5 - $78.37 $105K - $110K
489K $36.5M
KO
Coca Cola CO

Consumer Defensive
-317
- 0.17%
$61.74 - $71.71 $19.6K - $22.7K
185K $11.5M
MSCI
Msci Inc.

Financial Services
-3.29K
- 27.47%
$569.09 - $635.99 $1.87M - $2.09M
8.69K $5.21M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-383
- 1.53%
$396.64 - $516.74 $152K - $198K
24.6K $9.91M
SWKS
Skyworks Solutions, Inc.

Technology
-10.1K
- 12.53%
$83.18 - $99.15 $839K - $1M
70.4K $6.24M
STM
St Microelectronics N.V.

Technology
-34.5K
- 20.82%
$24.48 - $28.92 $845K - $998K
131K $3.28M
UPS
United Parcel Service Inc

Industrials
-1.36K
- 0.97%
$122.65 - $138.35 $167K - $189K
139K $17.5M
PPG
Ppg Industries Inc

Basic Materials
-10.3K
- 52.45%
$119.09 - $131.37 $1.23M - $1.36M
9.37K $1.12M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-49.2K
- 68.84%
$24.25 - $26.7 $1.19M - $1.31M
22.3K $547K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-770
- 0.48%
$75.65 - $83.47 $58.3K - $64.3K
161K $12.2M
CVS
Cvs Health Corp

Healthcare
-8.21K
- 15.25%
$43.78 - $67.46 $359K - $554K
45.6K $2.05M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.51K
- 2.02%
$87.85 - $98.6 $221K - $248K
122K $10.9M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-22.6K
- 4.46%
$50.73 - $51.08 $1.14M - $1.15M
483K $24.6M
RIO
Rio Tinto PLC

Basic Materials
-4.67K
- 6.62%
$58.59 - $71.15 $274K - $332K
65.9K $3.88M
IWN
Ishares Russell2000 Val ETF

ETFs
-3.87K
- 2.51%
$162.69 - $181.35 $629K - $702K
150K $24.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-315
- 0.16%
$96.64 - $101.23 $30.4K - $31.9K
202K $19.6M
CMCSA
Comcast Corp

Communication Services
-3.1K
- 1.69%
$37.39 - $45.14 $116K - $140K
181K $6.78M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.04K
- 2.52%
$189.5 - $206.17 $386K - $420K
78.7K $15M
ICE
Intercontinental Exchange, Inc.

Financial Services
-833
- 1.28%
$148.29 - $166.93 $124K - $139K
64.1K $9.56M
DISV
Dimensional ETF Tr Dimensional

ETFs
-25.9K
- 34.75%
$26.18 - $28.77 $679K - $746K
48.7K $1.29M
AFL
Aflac Inc

Financial Services
-2.34K
- 3.2%
$100.37 - $115.27 $235K - $270K
70.7K $7.31M
MRK
Merck & Co., Inc.

Healthcare
-937
- 1.75%
$96.31 - $114.76 $90.2K - $108K
52.7K $5.24M
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.18K
- 13.04%
$285.5 - $335.62 $623K - $732K
14.5K $4.22M
WSFS
Wsfs Financial Corp

Financial Services
-14.4K
- 44.06%
$48.57 - $61.09 $699K - $879K
18.3K $970K
WTRG
Essential Utilities, Inc.

Utilities
-15.4K
- 53.96%
$36.18 - $40.55 $556K - $624K
13.1K $476K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-10.3K
- 12.51%
$66.77 - $71.52 $686K - $735K
71.8K $4.95M
QCOM
Qualcomm Inc

Technology
-1.77K
- 9.99%
$150.4 - $178.04 $266K - $315K
15.9K $2.44M
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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