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