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
Labcorp Holdings Inc
-7
- 0.46%
N/A
1.5K $0
ACWI
Ishares Msci Acwi ETF

ETFs
-32
- 0.98%
$135.71 - $142.56 $4.34K - $4.56K
3.23K $452K
INFY
Infosys LTD

Technology
-4.81K
- 2.94%
$16.07 - $17.53 $77.3K - $84.3K
159K $2.66M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.84K
- 1.48%
$54.27 - $56.85 $99.9K - $105K
122K $6.86M
IDEV
Ishares Core Msci Intl Develop

ETFs
-40
- 0.99%
$79.1 - $82.39 $3.16K - $3.3K
4.02K $326K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.8K
- 1.84%
$91.84 - $96.06 $257K - $269K
150K $14.2M
DGRO
Ishares Core Dividend Growth E

ETFs
-16
- 0.16%
$66.93 - $69.17 $1.07K - $1.11K
10.2K $701K
LDOS
Leidos Holdings, Inc.

Technology
-3
- 0.24%
$184.41 - $199.55 $553 - $599
1.27K $243K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-11
- 0.29%
$79.18 - $82.25 $871 - $905
3.75K $304K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-407
- 1.25%
$32.24 - $33.72 $13.1K - $13.7K
32K $1.07M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1
- 0.02%
$55.63 - $58.98 $55.6 - $59
5.65K $331K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-365
- 4.47%
$67.07 - $73.01 $24.5K - $26.6K
7.8K $559K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-20
- 0.58%
$82.92 - $88.2 $1.66K - $1.76K
3.45K $302K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-119
- 1.11%
$34.86 - $37.59 $4.15K - $4.47K
10.6K $389K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-157
- 0.33%
$53.81 - $56.64 $8.45K - $8.89K
46.9K $2.59M
TRV
Travelers Companies, Inc.

Financial Services
-20
- 0.82%
$261.57 - $287.42 $5.23K - $5.75K
2.43K $697K
BMY
Bristol Myers Squibb CO

Healthcare
-445
- 2.14%
$42.6 - $49.08 $19K - $21.8K
20.3K $951K
F
Ford Motor CO

Consumer Cyclical
-305
- 1.8%
$11.41 - $13.84 $3.48K - $4.22K
16.7K $219K
IYH
Ishares Tr

ETFs
-121
- 2.66%
$59.84 - $64.29 $7.24K - $7.78K
4.43K $283K
VGT
Vanguard Information Technolog

ETFs
-98
- 1.02%
$736.33 - $801.52 $72.2K - $78.5K
9.52K $7.2M
BDX
Becton Dickinson & CO

Healthcare
-8
- 0.16%
$176.39 - $193.93 $1.41K - $1.55K
5.03K $960K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-388
- 0.57%
$358.39 - $376.54 $139K - $146K
68K $25M
CVS
Cvs Health Corp

Healthcare
-1.26K
- 3.13%
$76.69 - $83.04 $96.9K - $105K
39.1K $3.06M
PSX
Phillips 66

Energy
-19
- 0.46%
$126.76 - $142.32 $2.41K - $2.7K
4.09K $582K
EEM
Ishares Msci Emerging Markets

ETFs
-2.02K
- 2.32%
$51.94 - $56.01 $105K - $113K
85.1K $4.68M
EQT
Eqt Corp

Energy
-15
- 0.31%
$51.8 - $60.84 $777 - $913
4.83K $289K
EEMV
Ishares Msci Emerging Markets

ETFs
-2.93K
- 1.93%
$62.97 - $65.76 $184K - $192K
149K $9.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-22
- 0.05%
$45.45 - $48.31 $1K - $1.06K
47.6K $2.26M
VT
Vanguard Total World Stk Index

ETFs
-123
- 0.38%
$135.16 - $141.78 $16.6K - $17.4K
32.4K $4.52M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-186
- 0.64%
$600.51 - $631.95 $112K - $118K
28.8K $17.8M
MGC
Vanguard Mega Cap ETF

ETFs
-652
- 0.95%
$239.57 - $253.74 $156K - $165K
67.9K $16.8M
VHT
Vanguard Health Care ETF

ETFs
-15
- 0.38%
$264.7 - $283.93 $3.97K - $4.26K
3.98K $1.12M
NUE
Nucor Corp

Basic Materials
-5
- 0.05%
$131.78 - $154.43 $659 - $772
9.83K $1.45M
HOLX
Hologic Inc

Healthcare
-15
- 0.08%
$65.51 - $74.6 $983 - $1.12K
19.2K $1.42M
CRWD
Crowd Strike Holdings, Inc.

Technology
-31
- 0.86%
$482.23 - $557.53 $14.9K - $17.3K
3.56K $1.92M
AFL
Aflac Inc

Financial Services
-236
- 0.34%
$105.7 - $115.01 $24.9K - $27.1K
68.9K $7.88M
LOGI
Logitech International S.A.

Technology
-380
- 1.18%
$101.71 - $122.99 $38.6K - $46.7K
31.8K $3.75M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-8.28K
- 1.51%
$92.24 - $96.56 $763K - $799K
540K $51.5M
GLD
Spdr Gold Trust

ETFs
-268
- 1.52%
$354.79 - $403.15 $95.1K - $108K
17.4K $6.53M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-272
- 5.38%
$524.58 - $588.02 $143K - $160K
4.78K $2.71M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-120
- 0.57%
$101.39 - $114.39 $12.2K - $13.7K
21K $2.4M
UPS
United Parcel Service Inc

Industrials
-9.91K
- 8.48%
$82.87 - $97.4 $821K - $965K
107K $10.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-565
- 0.58%
$475.68 - $513.11 $269K - $290K
96.5K $49.1M
VONG
Vanguard Russell 1000 Growth E

ETFs
-161
- 0.03%
$118.2 - $126.51 $19K - $20.4K
493K $59.7M
AVEM
American Centy ETF Tr Avantis

ETFs
-188
- 0.11%
$73.09 - $78.36 $13.7K - $14.7K
178K $13.8M
ASML
Asml Holding Nv

Technology
-69
- 0.62%
$936.19 - $1075.45 $64.6K - $74.2K
11.1K $11.3M
KO
Coca Cola CO

Consumer Defensive
-3.52K
- 1.97%
$66.1 - $71.61 $233K - $252K
175K $12.4M
FDX
Fedex Corp

Industrials
-1.19K
- 3.86%
$224.63 - $268.67 $267K - $320K
29.6K $7.84M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-578
- 2.64%
$402.9 - $437.15 $233K - $253K
21.3K $9.23M
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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