Modera Wealth Management, LLC Portfolio Holdings
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
Modera Wealth Management, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $8.14 Billion distributed in 612 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eqt Corp with a value of $708M, Vanguard Growth ETF with a value of $469M, Vanguard Ftse Developed Market with a value of $277M, Vanguard Value ETF with a value of $276M, and Vanguard Dividend Appreciation with a value of $254M.
Examining the 13F form we can see an increase of $352M in the current position value, from $7.79B to 8.14B.
Below you can find more details about Modera Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$8.14 Billion
ETFs: $5.34 Billion
Energy: $728 Million
Technology: $716 Million
Financial Services: $306 Million
Healthcare: $257 Million
Consumer Cyclical: $244 Million
Industrials: $183 Million
Communication Services: $164 Million
Other: $194 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 612
- Current Value $8.14 Billion
- Prior Value $7.79 Billion
- Filing
- Period Q4 2024
- Filing Date February 05, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 49 stocks
- Additional Purchases 330 stocks
- Sold out of 0 stocks
- Reduced holdings in 190 stocks