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
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.85K
- 6.09%
$70.2 - $73.89 $130K - $137K
28.6K $2.09M
AMP
Ameriprise Financial Inc

Financial Services
-47
- 3.78%
$440.8 - $497.79 $20.7K - $23.4K
1.2K $527K
EBAY
Ebay Inc

Consumer Cyclical
-223
- 2.49%
$80.85 - $99.58 $18K - $22.2K
8.73K $731K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.93K
- 7.87%
$26.44 - $27.53 $77.4K - $80.6K
34.3K $934K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-559
- 0.6%
$84.91 - $90.88 $47.5K - $50.8K
93.4K $8.25M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-2.27K
- 1.07%
$24.8 - $25.02 $56.4K - $56.9K
211K $5.24M
CCJ
Cameco Corp

Energy
-945
- 17.26%
$82.77 - $106.91 $78.2K - $101K
4.53K $383K
VOT
Vanguard Mid Cap Growth Index

ETFs
-118
- 3.83%
$279.76 - $298.12 $33K - $35.2K
2.96K $829K
SPYG
Spdr Portfolio

ETFs
-824
- 1.93%
$102.4 - $109.39 $84.4K - $90.1K
41.9K $4.39M
VOX
Vanguard Communication Service

ETFs
-223
- 5.44%
$180.26 - $190.8 $40.2K - $42.5K
3.87K $698K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.31K
- 7.03%
$46.68 - $48.34 $61.1K - $63.3K
17.3K $823K
NKE
Nike, Inc.

Consumer Cyclical
-142
- 1.74%
$60.8 - $74.57 $8.63K - $10.6K
8.03K $505K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-22.1K
- 1.29%
$52.54 - $55.77 $1.16M - $1.23M
1.69M $92.6M
FRT
Federal Realty Investment Trust

Real Estate
-521
- 20.3%
$94.87 - $101.3 $49.4K - $52.8K
2.05K $198K
FIW
First Trust Water ETF

ETFs
-350
- 2.95%
$110.5 - $115.7 $38.7K - $40.5K
11.5K $1.27M
XLF
Financial Sector Spdr

ETFs
-833
- 7.12%
$51.76 - $53.77 $43.1K - $44.8K
10.9K $570K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-109
- 0.96%
$136.54 - $144.07 $14.9K - $15.7K
11.3K $1.55M
WMT
Walmart Inc.

Consumer Defensive
-337
- 0.17%
$101.18 - $109.03 $34.1K - $36.7K
201K $20.7M
IWV
Ishares Russell 3000 ETF

ETFs
-174
- 2.72%
$371.33 - $389.89 $64.6K - $67.8K
6.23K $2.37M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-543
- 19.15%
$92.34 - $95.43 $50.1K - $51.8K
2.29K $216K
AMT
American Tower Corp

Real Estate
-180
- 10.59%
$176.64 - $193.32 $31.8K - $34.8K
1.52K $274K
CSX
Csx Corp

Industrials
-1.01K
- 3.87%
$34.88 - $36.67 $35.2K - $37K
25K $873K
D
Dominion Energy, Inc

Utilities
-728
- 7.58%
$58.49 - $61.69 $42.6K - $44.9K
8.88K $537K
HSY
Hershey CO

Consumer Defensive
-30
- 0.54%
$162.31 - $195.56 $4.87K - $5.87K
5.52K $988K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.95K
- 3.73%
$23.37 - $23.7 $45.5K - $46.1K
50.2K $1.17M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-47
- 2.46%
$176.58 - $207.02 $8.3K - $9.73K
1.87K $337K
BLDR
Builders First Source, Inc.

Industrials
-50
- 2.31%
$103.44 - $129.54 $5.17K - $6.48K
2.11K $218K
RGLD
Royal Gold Inc

Basic Materials
-135
- 10.3%
$169.08 - $206.65 $22.8K - $27.9K
1.18K $218K
TXN
Texas Instruments Inc

Technology
-220
- 2.7%
N/A
7.93K $1.54M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-467
- 3.98%
$82.69 - $83.12 $38.6K - $38.8K
11.3K $932K
FITB
Fifth Third Bancorp

Financial Services
-522
- 5.97%
$40.36 - $44.41 $21.1K - $23.2K
8.23K $350K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-255
- 2.67%
$93.11 - $97.9 $23.7K - $25K
9.31K $879K
IEF
Ishares Barclays

ETFs
-392
- 0.89%
$96.12 - $97.72 $37.7K - $38.3K
43.5K $4.2M
DHR
Danaher Corp

Healthcare
-993
- 11.98%
$202.46 - $223.01 $201K - $221K
7.3K $1.61M
FBNC
First Bancorp

Financial Services
-207
- 1.66%
$46.32 - $52.76 $9.59K - $10.9K
12.2K $622K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-234
- 11.97%
$139.3 - $147.36 $32.6K - $34.5K
1.72K $248K
IYW
Ishares Dj Us Tech ETF

ETFs
-232
- 5.52%
$192.8 - $211.27 $44.7K - $49K
3.97K $790K
SPGI
S&P Global Inc.

Financial Services
-72
- 7.45%
$472.05 - $502.96 $34K - $36.2K
894 $437K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-30
- 0.11%
$40.65 - $42.74 $1.22K - $1.28K
26.1K $1.07M
GLW
Corning Inc

Technology
-398
- 1.7%
$82.06 - $90.29 $32.7K - $35.9K
23K $1.89M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-174
- 4.43%
$136.06 - $140.64 $23.7K - $24.5K
3.76K $519K
VXF
Vanguard Extended Market ETF

ETFs
-65
- 2.01%
$204.22 - $215.05 $13.3K - $14K
3.17K $648K
BIGZ
Black Rock Innovation & Growth Trust
-4.5K
- 19.08%
N/A
19.1K $126K
AXP
American Express CO

Financial Services
-598
- 3.1%
$316.26 - $372.77 $189K - $223K
18.7K $6.37M
DEO
Diageo PLC

Consumer Defensive
-113
- 1.52%
$87.26 - $98.67 $9.86K - $11.1K
7.33K $681K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-270
- 4.93%
$132.94 - $139.8 $35.9K - $37.7K
5.2K $714K
IYJ
Ishares Tr

ETFs
-73
- 1.3%
$142.48 - $148.68 $10.4K - $10.9K
5.54K $792K
O
Realty Income Corp

Real Estate
-176
- 3.94%
$56.12 - $60.64 $9.88K - $10.7K
4.3K $244K
AME
Ametek Inc

Industrials
-217
- 7.57%
$179.28 - $202.11 $38.9K - $43.9K
2.65K $512K
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
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