Modera Wealth Management, LLC Sells in Q4 2025

Modera Wealth Management, LLC

  • $8.27 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHC
Schwab Strategic Tr Intl Small

ETFs
-6.32K
- 11.83%
$44.43 - $46.12 $281K - $292K
47.1K $2.12M
TFC
Truist Financial Corp

Financial Services
-2.21K
- 0.93%
$41.09 - $45.64 $90.8K - $101K
236K $10.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.49K
- 1.28%
$99.87 - $101.27 $249K - $252K
192K $19.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.14K
- 3.77%
$142.79 - $150.05 $305K - $320K
54.5K $7.97M
FTNT
Fortinet, Inc.

Technology
-1.13K
- 1.13%
$80.54 - $87.52 $90.7K - $98.5K
98.1K $8.08M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-5.26K
- 10.09%
$42.98 - $45.55 $226K - $240K
46.9K $2.03M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-6.09K
- 3.13%
$27.17 - $28.65 $165K - $174K
188K $5.16M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-6.74K
- 22.99%
$37.18 - $38.47 $251K - $259K
22.6K $849K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-725
- 1.43%
$185.12 - $192.11 $134K - $139K
50K $9.37M
VZ
Verizon Communications Inc

Communication Services
-4.47K
- 19.18%
$38.4 - $43.83 $172K - $196K
18.8K $771K
T
At&T Inc.

Communication Services
-2.69K
- 4.45%
$24.44 - $27.55 $65.7K - $74K
57.7K $1.47M
ABBV
Abb Vie Inc.

Healthcare
-1.78K
- 2.36%
$211.96 - $244.38 $378K - $436K
73.7K $17.2M
JPIE
J P Morgan Exchange Traded Fd
-4.78K
- 10.22%
$46.18 - $46.47 $221K - $222K
42K $1.94M
HON
Honeywell International Inc

Industrials
-304
- 2.61%
$194.07 - $220.67 $59K - $67.1K
11.3K $2.22M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.73K
- 4.84%
$110.58 - $112.2 $191K - $194K
34K $3.76M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.07K
- 0.51%
$83.45 - $84.82 $89.6K - $91.1K
211K $17.6M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-475
- 12.98%
$454.87 - $482.76 $216K - $229K
3.19K $1.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-16.7K
- 1.7%
$31.41 - $33.69 $523K - $561K
965K $31.1M
MO
Altria Group, Inc.

Consumer Defensive
-412
- 1.94%
$56.38 - $66.65 $23.2K - $27.5K
20.8K $1.21M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-426
- 0.36%
$50.22 - $52.54 $21.4K - $22.4K
117K $5.95M
VOE
Vanguard Mid Cap Value Index F

ETFs
-655
- 0.78%
$169.53 - $176.53 $111K - $116K
83K $14.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-136
- 1.47%
$577.77 - $604.78 $78.6K - $82.3K
9.12K $5.34M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-4.37K
- 0.9%
$25.18 - $25.37 $110K - $111K
481K $12.1M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.1K
- 16.27%
$87.55 - $103.98 $96.5K - $115K
5.67K $509K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.08K
- 2.89%
$44.53 - $47.25 $92.5K - $98.1K
69.7K $3.18M
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.31K
- 18.45%
$63.43 - $65.6 $147K - $152K
10.2K $661K
DFAE
Dimensional ETF Tr

ETFs
-23.6K
- 3.69%
$30.74 - $33.05 $724K - $779K
615K $20M
CARR
Carrier Global Corp

Industrials
-438
- 2.02%
$54.1 - $60.75 $23.7K - $26.6K
21.2K $1.15M
MGV
Vanguard Mega Cap Value

ETFs
-1.44K
- 1.92%
$135.26 - $140.13 $194K - $201K
73.5K $10.2M
KMB
Kimberly Clark Corp

Consumer Defensive
-555
- 13.44%
$100.05 - $123.23 $55.5K - $68.4K
3.58K $371K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-739
- 10.01%
$91.7 - $105.68 $67.8K - $78.1K
6.64K $656K
IWS
Ishares Russell Midcap Value E

ETFs
-372
- 0.77%
$135.66 - $140.93 $50.5K - $52.4K
47.9K $6.61M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-5.6K
- 37.09%
$23.07 - $24.16 $129K - $135K
9.51K $222K
RWO
Spdr Dow Jones Global Real Est

ETFs
-2.29K
- 1.09%
$44.14 - $46.54 $101K - $107K
208K $9.48M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.09K
- 25.28%
$30.84 - $31.79 $126K - $130K
12.1K $373K
VV
Vanguard Large Cap ETF

ETFs
-595
- 2.59%
$301.9 - $317.98 $180K - $189K
22.4K $6.94M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.64K
- 16.03%
$46.85 - $47.44 $123K - $125K
13.8K $648K
TJX
Tjx Companies Inc

Consumer Cyclical
-932
- 9.3%
$138.56 - $147.63 $129K - $138K
9.09K $1.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-884
- 1.63%
$137.47 - $143.13 $122K - $127K
53.5K $7.54M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-3.72K
- 17.51%
$30.72 - $30.86 $114K - $115K
17.5K $540K
COP
Conocophillips

Energy
-545
- 4.83%
$85.66 - $95.46 $46.7K - $52K
10.7K $952K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.65K
- 2.15%
$202.52 - $212.07 $334K - $350K
75.1K $15.7M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-900
- 18.34%
$106.25 - $112.78 $95.6K - $102K
4.01K $435K
NTR
Nutrien Ltd.

Basic Materials
-2.52K
- 3.5%
$53.64 - $61.11 $135K - $154K
69.4K $4.12M
VAW
Vanguard Materials ETF

ETFs
-259
- 4.72%
$192.26 - $206.3 $49.8K - $53.4K
5.23K $1.02M
TDOC
Teladoc Health, Inc.

Healthcare
-11.1K
- 49.76%
$6.92 - $9.46 $76.8K - $105K
11.2K $77K
WFC
Wells Fargo & Company

Financial Services
-990
- 4.8%
$77.62 - $87.3 $76.8K - $86.4K
19.6K $1.64M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.37K
- 6.18%
$44.13 - $46.37 $104K - $110K
35.9K $1.64M
MP
Mp Materials Corp.

Basic Materials
-808
- 16.77%
$51.95 - $98.65 $42K - $79.7K
4.01K $235K
Activity Summary
Buys All Purchases 265 New Holdings 28 Increased Positions 237 Sells All Sells 312 Reductions 312 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