Modera Wealth Management, LLC Sells in Q3 2025

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2.54K
- 18.27%
$131.47 - $143.64 $334K - $365K
11.4K $1.61M
PAYC
Paycom Software, Inc.

Technology
-91
- 0.98%
$208.14 - $238.8 $18.9K - $21.7K
9.2K $1.91M
WTRG
Essential Utilities, Inc.

Utilities
-6.36K
- 51.5%
$36.73 - $39.9 $233K - $254K
5.99K $238K
APD
Air Products & Chemicals, Inc.

Basic Materials
-548
- 8.83%
$265.78 - $299.3 $146K - $164K
5.66K $1.54M
TMUS
T Mobile Us, Inc.

Communication Services
-868
- 47.43%
$226.02 - $259.01 $196K - $225K
962 $230K
SAP
Sap Se

Technology
-153
- 3.81%
$252.42 - $311.93 $38.6K - $47.7K
3.86K $1.03M
OKE
Oneok Inc

Energy
-1.73K
- 31.81%
$71.36 - $83.47 $124K - $145K
3.71K $270K
MUB
Ishares National Muni Bond ETF

ETFs
-5.57K
- 2.62%
$103.24 - $106.68 $575K - $595K
207K $22.1M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-4.42K
- 0.87%
$50.85 - $51.35 $225K - $227K
506K $25.9M
PRU
Prudential Financial Inc

Financial Services
-949
- 7.25%
$100.68 - $109.89 $95.5K - $104K
12.1K $1.26M
ISRG
Intuitive Surgical Inc

Healthcare
-21
- 1.56%
$433.66 - $544.47 $9.11K - $11.4K
1.32K $590K
KMB
Kimberly Clark Corp

Consumer Defensive
-920
- 18.21%
$121.72 - $136.77 $112K - $126K
4.13K $513K
DOW
Dow Inc.

Basic Materials
-1.95K
- 7.93%
$20.87 - $30.37 $40.6K - $59.1K
22.6K $518K
AMT
American Tower Corp

Real Estate
-363
- 17.6%
$192.32 - $232.35 $69.8K - $84.3K
1.7K $326K
FDX
Fedex Corp

Industrials
-1.69K
- 5.21%
$217.1 - $243.2 $367K - $411K
30.8K $7.26M
CI
Cigna Corp

Healthcare
-143
- 8.41%
$262.23 - $334.39 $37.5K - $47.8K
1.56K $449K
CLX
Clorox CO

Consumer Defensive
-1.03K
- 24.33%
$117.67 - $131.43 $121K - $136K
3.21K $395K
HSY
Hershey CO

Consumer Defensive
-1.38K
- 19.96%
$161.95 - $193.45 $224K - $268K
5.55K $1.04M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-952
- 19.5%
$136.48 - $142.97 $130K - $136K
3.93K $550K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-2.3K
- 20.0%
$75.87 - $83.26 $175K - $191K
9.2K $765K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-12.3K
- 10.85%
$23.82 - $25.84 $294K - $319K
101K $2.6M
F
Ford Motor CO

Consumer Cyclical
-11.2K
- 39.64%
$10.82 - $12.09 $121K - $135K
17K $203K
BNDX
Vanguard Total International B

ETFs
-1.64K
- 1.11%
$49.0 - $49.51 $80.2K - $81K
146K $7.23M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-56
- 4.42%
$159.87 - $247.68 $8.95K - $13.9K
1.21K $215K
ICF
Ishares Tr

ETFs
-1.48K
- 9.57%
$59.57 - $62.89 $88.1K - $93K
14K $861K
NTR
Nutrien Ltd.

Basic Materials
-1.97K
- 2.67%
$55.69 - $62.11 $110K - $122K
71.9K $4.22M
KMI
Kinder Morgan, Inc.

Energy
-474
- 0.83%
$26.23 - $28.5 $12.4K - $13.5K
56.9K $1.61M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-185
- 8.82%
$196.15 - $217.83 $36.3K - $40.3K
1.91K $385K
DEO
Diageo PLC

Consumer Defensive
-303
- 3.91%
$93.64 - $115.33 $28.4K - $34.9K
7.44K $709K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-820
- 22.63%
$85.01 - $90.35 $69.7K - $74.1K
2.8K $250K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-57
- 2.07%
$138.59 - $171.12 $7.9K - $9.75K
2.69K $379K
AMP
Ameriprise Financial Inc

Financial Services
-22
- 1.74%
$486.13 - $544.55 $10.7K - $12K
1.24K $610K
CME
Cme Group Inc.

Financial Services
-67
- 0.83%
$258.83 - $287.1 $17.3K - $19.2K
7.98K $2.16M
JPIE
J P Morgan Exchange Traded Fd
-1.36K
- 2.82%
$46.01 - $46.55 $62.5K - $63.3K
46.8K $2.17M
EPD
Enterprise Products Partners L.P.

Energy
-2K
- 10.27%
$30.74 - $32.14 $61.3K - $64.1K
17.4K $544K
MELI
Mercadolibre Inc

Consumer Cyclical
-7
- 4.83%
$2292.04 - $2514.05 $16K - $17.6K
138 $322K
TT
Trane Technologies PLC

Industrials
-94
- 9.31%
$398.96 - $472.54 $37.5K - $44.4K
916 $386K
SHEL
Shell PLC

Energy
-859
- 12.71%
$69.82 - $73.93 $60K - $63.5K
5.9K $422K
AON
Aon PLC

Financial Services
-144
- 1.08%
$350.91 - $375.27 $50.5K - $54K
13.1K $4.68M
WSO
Watsco Inc

Industrials
-16
- 1.36%
$381.94 - $489.97 $6.11K - $7.84K
1.16K $470K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-541
- 2.15%
$91.44 - $91.77 $49.5K - $49.6K
24.6K $2.26M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-900
- 9.74%
$55.61 - $57.37 $50K - $51.6K
8.34K $476K
IWC
Russell Micro Cap ETF

ETFs
-1.48K
- 18.47%
$127.86 - $151.39 $189K - $223K
6.51K $970K
DG
Dollar General Corp

Consumer Defensive
-168
- 6.05%
$101.86 - $116.32 $17.1K - $19.5K
2.61K $269K
XOM
Exxon Mobil Corp

Energy
-3.73K
- 4.94%
$105.83 - $117.22 $394K - $437K
71.6K $8.08M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.3K
- 13.77%
$62.54 - $68.42 $81.6K - $89.2K
8.16K $551K
SLV
I Shares Silver Trust

ETFs
-3.48K
- 31.95%
$32.73 - $42.5 $114K - $148K
7.42K $314K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-1.67K
- 2.4%
$47.18 - $48.17 $79K - $80.6K
68K $3.26M
MCHP
Microchip Technology Inc

Technology
-190
- 5.01%
$60.95 - $75.26 $11.6K - $14.3K
3.6K $231K
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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