Modera Wealth Management, LLC Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$6.6B

Holdings

570

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (570 positions)

#StockSharesValue% PortfolioType
101
CECELANESE CORP DEL
2,679$460.4B7012.39%
102
ECLECOLAB INC
1,990$459.5B6998.35%
103
VOXVANGUARD WORLD FD
3,500$459.3B6994.98%
104
DLNWISDOMTREE TR
6,337$457.5B6967.55%
105
ALRMALARM COM HLDGS INC
6,304$456.9B6958.14%
106
PKGPACKAGING CORP AMER
2,407$456.8B6957.38%
107
MSTBETF SER SOLUTIONS
14,263$451.3B6873.32%
108
GLWCORNING INC
13,681$450.9B6867.90%
109
CBCHUBB LIMITED
1,729$448.0B6823.88%
110
IWCISHARES TR
3,660$443.6B6755.92%
111
AZOAUTOZONE INC
140$441.2B6720.24%
112
CMICUMMINS INC
1,490$439.0B6686.70%
113
TELTE CONNECTIVITY LTD
3,014$437.8B6668.36%
114
SHWSHERWIN WILLIAMS CO
1,250$434.2B6612.65%
115
BKBANK NEW YORK MELLON CORP
7,528$433.7B6606.14%
116
MCKMCKESSON CORP
787$422.6B6435.77%
117
BLDRBUILDERS FIRSTSOURCE INC
2,026$422.5B6435.30%
118
ROLROLLINS INC
9,122$422.1B6428.48%
119
PDECINNOVATOR ETFS TRUST
11,531$422.0B6427.47%
120
XLVSELECT SECTOR SPDR TR
2,838$419.3B6385.57%
121
DLTRDOLLAR TREE INC
3,143$418.5B6373.89%
122
GWXSPDR INDEX SHS FDS
12,800$415.7B6332.04%
123
XLFSELECT SECTOR SPDR TR
9,865$415.5B6328.73%
124
GEHCGE HEALTHCARE TECHNOLOGIES I
4,522$411.0B6260.15%
125
PSTPINNOVATOR ETFS TRUST
13,842$408.4B6220.30%
126
MUMICRON TECHNOLOGY INC
3,394$400.2B6094.80%
127
SPGIS&P GLOBAL INC
938$399.2B6079.86%
128
DNBDUN & BRADSTREET HLDGS INC
39,697$398.6B6070.30%
129
SHELSHELL PLC
5,913$396.4B6037.55%
130
VTWGVANGUARD SCOTTSDALE FDS
2,004$394.9B6014.45%
131
MRSHMARSH & MCLENNAN COS INC
1,913$394.0B6001.14%
132
GILDGILEAD SCIENCES INC
5,347$391.6B5965.07%
133
ESEVERSOURCE ENERGY
6,445$385.2B5867.01%
134
IJKISHARES TR
4,215$384.6B5858.00%
135
MYEMYERS INDS INC
16,499$382.3B5822.40%
136
NOBLPROSHARES TR
3,769$382.2B5821.73%
137
FNDXSCHWAB STRATEGIC TR
5,629$379.3B5777.58%
138
PHOINVESCO EXCHANGE TRADED FD T
5,673$377.7B5751.89%
139
OKEONEOK INC NEW
4,677$375.0B5710.81%
140
NUEMNUSHARES ETF TR
13,518$371.7B5661.92%
141
FRELFIDELITY COVINGTON TRUST
14,050$366.6B5583.08%
142
HDVISHARES TR
3,323$366.2B5577.89%
143
VXFVANGUARD INDEX FDS
2,084$365.3B5563.21%
144
COFCAPITAL ONE FINL CORP
2,443$363.7B5539.24%
145
ANVSANNOVIS BIO INC
30,513$363.1B5530.33%
146
SPTMSPDR SER TR
5,642$361.9B5512.34%
147
LQDISHARES TR
3,315$361.1B5500.17%
148
VLOVALERO ENERGY CORP
2,103$358.9B5466.60%
149
EEMXSPDR INDEX SHS FDS
11,430$358.4B5459.43%
150
ACWIISHARES TR
3,244$357.3B5441.33%
151
SUSCISHARES TR
15,346$352.8B5373.45%
152
CPBCAMPBELL SOUP CO
7,916$351.9B5359.16%
153
UBERUBER TECHNOLOGIES INC
4,555$350.7B5340.80%
154
WYWEYERHAEUSER CO MTN BE
9,651$346.6B5278.58%
155
ALSALLSTATE CORP
1,990$344.3B5243.78%
156
AEMAGNICO EAGLE MINES LTD
5,750$343.0B5223.93%
157
EESWISDOMTREE TR
6,821$341.9B5206.89%
158
COWZPACER FDS TR
5,865$340.8B5190.85%
159
PBDINVESCO EXCH TRADED FD TR II
24,045$340.2B5182.03%
160
AMTAMERICAN TOWER CORP NEW
1,716$339.1B5164.18%
161
TDOCTELADOC HEALTH INC
22,316$337.0B5132.30%
162
DDWMWISDOMTREE TR
9,832$336.3B5121.50%
163
MCHPMICROCHIP TECHNOLOGY INC.
3,729$334.5B5094.42%
164
IYHISHARES TR
5,376$332.8B5068.84%
165
DGROISHARES TR
5,694$330.6B5035.57%
166
DFSEURDISCOVER FINL SVCS
2,520$330.3B5031.40%
167
HYGISHARES TR
4,239$329.5B5017.88%
168
ZTSZOETIS INC
1,946$329.2B5013.43%
169
GPCGENUINE PARTS CO
2,112$327.2B4983.67%
170
FFORD MTR CO DEL
24,630$327.1B4981.81%
171
VGSHVANGUARD SCOTTSDALE FDS
5,631$327.0B4980.32%
172
SOXXISHARES TR
1,446$326.7B4975.56%
173
VRSNVERISIGN INC
1,722$326.3B4970.33%
174
PIIPOLARIS INC
3,197$320.1B4875.09%
175
CEGCONSTELLATION ENERGY CORP
1,720$317.9B4841.70%
176
AJGGALLAGHER ARTHUR J & CO
1,246$311.6B4746.15%
177
PERIPERION NETWORK LTD
13,801$310.2B4725.26%
178
BPBP PLC
8,169$307.8B4688.13%
179
FEMRFIDELITY COVINGTON TRUST
10,516$307.1B4677.06%
180
ADMARCHER DANIELS MIDLAND CO
4,859$305.2B4648.30%
181
ISTBISHARES TR
6,355$301.5B4591.77%
182
NBBKNB BANCORP INC
22,011$300.7B4579.42%
183
VIOVVANGUARD ADMIRAL FDS INC
3,400$300.6B4578.76%
184
ABGCENCORA INC
1,231$299.1B4555.06%
185
VGKVANGUARD INTL EQUITY INDEX F
4,440$299.0B4553.81%
186
IGVISHARES TR
3,490$297.6B4532.52%
187
AOAISHARES TR
4,001$293.9B4476.94%
188
XSOEWISDOMTREE TR
9,965$293.6B4471.25%
189
FRTFEDERAL RLTY INVT TR NEW
2,838$289.8B4414.10%
190
FITBFIFTH THIRD BANCORP
7,718$287.2B4374.05%
191
DXJWISDOMTREE TR
2,628$285.1B4342.85%
192
WBSWEBSTER FINL CORP
5,581$283.3B4315.57%
193
LABORATORY CORP AMER HLDGS
1,286$280.9B4278.90%
194
ROKROCKWELL AUTOMATION INC
953$277.7B4230.05%
195
FTVFORTIVE CORP
3,227$277.6B4227.83%
196
CCCHEMOURS CO
10,552$277.1B4220.35%
197
TXRHTEXAS ROADHOUSE INC
1,788$276.2B4206.60%
198
GBDCGOLUB CAP BDC INC
16,563$275.4B4195.15%
199
DFARDIMENSIONAL ETF TRUST
12,266$274.4B4179.18%
200
TTTRANE TECHNOLOGIES PLC
899$269.9B4109.99%
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