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
PEG
Public Service Enterprise Group Inc

Utilities
-232
- 1.9%
$79.86 - $84.83 $18.5K - $19.7K
12K $993K
EFG
Msci Eafe Growth ETF

ETFs
-243
- 9.43%
$112.91 - $117.61 $27.4K - $28.6K
2.33K $267K
IYF
Ishares Tr

ETFs
-79
- 1.51%
$120.85 - $126.31 $9.55K - $9.98K
5.16K $637K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1K
- 9.91%
$23.04 - $23.36 $23K - $23.4K
9.09K $209K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-150
- 3.2%
$98.1 - $103.73 $14.7K - $15.6K
4.54K $445K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-224
- 2.06%
$98.54 - $98.88 $22.1K - $22.1K
10.6K $1.05M
FISV
Fiserv Inc

Technology
-187
- 3.45%
N/A
5.23K $654K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-200
- 6.44%
$100.8 - $103.83 $20.2K - $20.8K
2.91K $299K
WTW
Willis Towers Watson PLC

Financial Services
-8
- 1.13%
$313.1 - $349.93 $2.5K - $2.8K
699 $225K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-564
- 1.82%
$26.14 - $26.55 $14.7K - $15K
30.5K $797K
MLM
Martin Marietta Materials Inc

Basic Materials
-6
- 1.49%
$596.44 - $656.85 $3.58K - $3.94K
397 $236K
OEF
Ishares S&P 100 ETF

ETFs
-64
- 3.57%
N/A
1.73K $459K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-531
- 6.1%
$42.88 - $45.39 $22.8K - $24.1K
8.17K $364K
XLV
Select Sector Spdr Fund Health

ETFs
-399
- 11.75%
$141.95 - $152.82 $56.6K - $61K
3K $455K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-90
- 0.07%
$28.46 - $29.45 $2.56K - $2.65K
125K $3.64M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-390
- 1.32%
$78.97 - $83.03 $30.8K - $32.4K
29.2K $2.37M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-365
- 1.6%
$30.89 - $32.15 $11.3K - $11.7K
22.4K $703K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-643
- 4.28%
$22.39 - $22.71 $14.4K - $14.6K
14.4K $322K
MDT
Medtronic PLC

Healthcare
-180
- 6.49%
$90.06 - $98.43 $16.2K - $17.7K
2.59K $249K
WTRG
Essential Utilities, Inc.

Utilities
-347
- 5.8%
$38.08 - $41.93 $13.2K - $14.5K
5.64K $223K
VRT
Vertiv Holdings CO

Industrials
-155
- 6.95%
N/A
2.07K $179K
AVDE
American Centy ETF Tr Avantis

ETFs
-6.77K
- 1.72%
$77.65 - $81.2 $526K - $550K
386K $31M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-180
- 2.16%
$56.0 - $57.6 $10.1K - $10.4K
8.16K $463K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-946
- 2.05%
$32.35 - $34.37 $30.6K - $32.5K
45.2K $1.53M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-212
- 0.65%
$48.17 - $48.5 $10.2K - $10.3K
32.6K $1.57M
HUBB
Hubbell Inc

Industrials
-167
- 0.68%
$408.46 - $472.57 $68.2K - $78.9K
24.5K $10.6M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-71
- 3.74%
$160.73 - $179.07 $11.4K - $12.7K
1.83K $305K
FNDX
Schwab Fundamental U S Large C

ETFs
-515
- 3.79%
$25.68 - $26.95 $13.2K - $13.9K
13.1K $347K
EW
Edwards Lifesciences Corp

Healthcare
-375
- 13.34%
$72.65 - $86.3 $27.2K - $32.4K
2.44K $210K
QCOM
Qualcomm Inc

Technology
-86
- 0.56%
$153.59 - $187.68 $13.2K - $16.1K
15.3K $2.56M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-203
- 1.52%
$55.31 - $57.46 $11.2K - $11.7K
13.1K $752K
IXUS
Ishares Tr

ETFs
-187
- 3.41%
$81.21 - $85.27 $15.2K - $15.9K
5.3K $446K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-15
- 0.34%
$110.25 - $112.92 $1.65K - $1.69K
4.39K $484K
DG
Dollar General Corp

Consumer Defensive
-68
- 2.61%
$95.94 - $106.44 $6.52K - $7.24K
2.54K $264K
HYG
Ishares Tr

ETFs
-8
- 0.17%
$79.95 - $81.28 $640 - $650
4.61K $369K
DFSU
Dimensional ETF Tr Dimen Us Su
-446
- 1.15%
N/A
38.4K $0
J P Morgan Exchange Traded F
-7.14K
- 9.98%
N/A
64.4K $0
Amentum Holdings Inc
-815
- 3.58%
N/A
21.9K $0
Fidelity Covington Trust
-3.03K
- 18.21%
N/A
13.6K $0
DFSI
Dimensional ETF Tr Dimen Intl
-95
- 0.46%
N/A
20.3K $0
Dimensional ETF Trust
-11.7K
- 5.88%
N/A
188K $0
Dimensional ETF Trust
-137
- 0.08%
N/A
177K $0
VUSB
Vanguard Bd Index Fds
-1.12K
- 1.09%
N/A
101K $0
Dimensional ETF Trust
-51
- 0.96%
N/A
5.24K $0
Blackrock Inc
-870
- 1.5%
N/A
57.1K $0
Jacobs Solutions Inc
-284
- 0.72%
N/A
39.4K $0
Manager Directed Portfolios
-5.12K
- 7.51%
N/A
63.1K $0
Ishares Bitcoin Trust ETF
-4.36K
- 22.35%
N/A
15.1K $0
Lam Research Corp
-2.45K
- 3.08%
N/A
77.2K $0
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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