Modera Wealth Management, LLC Q2 2023 Filing

Filed August 7, 2023

Portfolio Value

$5.5B

Holdings

563

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (563 positions)

#StockSharesValue% PortfolioType
401
ANVSANNOVIS BIO INC
30,513$436.0B7916.28%
402
MATXMATSON INC
5,609$436.0B7915.44%
403
TTDTHE TRADE DESK INC
5,603$432.7B7855.17%
404
CPBCAMPBELL SOUP CO
9,463$432.6B7853.15%
405
GLWCORNING INC
12,295$430.8B7821.62%
406
URIUNITED RENTALS INC
942$419.5B7616.86%
407
HYMBSPDR SER TR
16,746$418.8B7603.77%
408
AVUVAMERICAN CENTY ETF TR
5,381$417.6B7582.28%
409
XLFSELECT SECTOR SPDR TR
12,387$417.6B7581.22%
410
A4SAMERIPRISE FINL INC
1,238$411.2B7465.74%
411
USBUS BANCORP DEL
12,400$409.7B7438.18%
412
PEGPUBLIC SVC ENTERPRISE GRP IN
6,477$405.5B7362.23%
413
TRVCCITIGROUP INC
8,808$405.5B7362.00%
414
IYFISHARES TR
5,410$403.6B7328.21%
415
FRELFIDELITY COVINGTON TRUST
15,959$400.4B7269.68%
416
ROSTROSS STORES INC
3,556$398.7B7239.16%
417
FBNCFIRST BANCORP N C
13,368$397.7B7220.33%
418
VXUSVANGUARD STAR FDS
7,033$394.4B7160.40%
419
GWXSPDR INDEX SHS FDS
12,854$392.2B7120.10%
420
AMTAMERICAN TOWER CORP NEW
2,021$392.0B7116.05%
421
ESEVERSOURCE ENERGY
5,493$389.6B7072.49%
422
CCCHEMOURS CO
10,547$389.1B7063.87%
423
SPGIS&P GLOBAL INC
967$387.7B7038.74%
424
PDECINNOVATOR ETFS TR
11,531$383.8B6967.14%
425
SNPSSYNOPSYS INC
878$382.3B6940.60%
426
IJKISHARES TR
5,061$379.6B6891.30%
427
PSTPINNOVATOR ETFS TR
13,842$378.0B6862.49%
428
ECLECOLAB INC
2,023$377.7B6856.79%
429
ROLROLLINS INC
8,772$375.7B6821.04%
430
VRSNVERISIGN INC
1,661$375.3B6814.36%
431
NUEMNUSHARES ETF TR
13,719$374.7B6802.18%
432
WYWEYERHAEUSER CO MTN BE
11,006$368.8B6695.93%
433
GDOTGREEN DOT CORP
19,644$368.1B6683.50%
434
HDVISHARES TR
3,642$367.1B6664.42%
435
MCKMCKESSON CORP
847$362.0B6572.31%
436
ALRMALARM COM HLDGS INC
7,000$361.8B6567.87%
437
WEPMAGELLAN MIDSTREAM PRTNRS LP
5,791$360.9B6551.80%
438
NOBLPROSHARES TR
3,787$357.0B6482.16%
439
COMTISHARES U S ETF TR
13,697$355.8B6460.55%
440
GILDGILEAD SCIENCES INC
4,610$355.3B6450.62%
441
ADMARCHER DANIELS MIDLAND CO
4,701$355.2B6448.93%
442
AMEAMETEK INC
2,179$352.7B6404.05%
443
VTWGVANGUARD SCOTTSDALE FDS
1,991$351.3B6378.54%
444
EDCONSOLIDATED EDISON INC
3,859$348.8B6333.05%
445
EEMXSPDR INDEX SHS FDS
11,430$346.3B6287.71%
446
AZOAUTOZONE INC
138$344.1B6246.95%
447
CECELANESE CORP DEL
2,953$342.0B6208.36%
448
SUSCISHARES TR
14,976$340.6B6182.88%
449
MYEMYERS INDS INC
17,518$340.4B6179.62%
450
RPMRPM INTL INC
3,784$339.5B6164.44%
451
TELTE CONNECTIVITY LTD
2,408$337.5B6128.07%
452
IEFISHARES TR
3,463$334.5B6073.42%
453
PHOINVESCO EXCHANGE TRADED FD T
5,925$334.1B6065.89%
454
ANETEURARISTA NETWORKS INC
2,053$332.7B6040.44%
455
GEHCGE HEALTHCARE TECHNOLOGIES I
4,075$331.1B6010.50%
456
XLYSELECT SECTOR SPDR TR
1,916$325.4B5906.94%
457
VGSHVANGUARD SCOTTSDALE FDS
5,631$325.1B5901.91%
458
ACWIISHARES TR
3,373$323.6B5875.19%
459
BF/BBROWN FORMAN CORP
4,783$319.4B5798.99%
460
AMDADVANCED MICRO DEVICES INC
2,794$318.3B5778.20%
461
PKGPACKAGING CORP AMER
2,396$316.7B5748.99%
462
ROKROCKWELL AUTOMATION INC
952$313.7B5696.14%
463
MRSHMARSH & MCLENNAN COS INC
1,667$313.5B5692.24%
464
FNDXSCHWAB STRATEGIC TR
5,390$310.3B5633.65%
465
SPTMSPDR SER TR
5,646$307.4B5580.13%
466
SHELSHELL PLC
4,999$301.8B5480.00%
467
PGRPROGRESSIVE CORP
2,274$301.0B5464.93%
468
PPLPPL CORP
11,335$299.9B5445.23%
469
MDTMEDTRONIC PLC
3,404$299.9B5444.67%
470
DGROISHARES TR
5,694$293.4B5327.42%
471
WSTWEST PHARMACEUTICAL SVSC INC
749$286.5B5200.97%
472
VXFVANGUARD INDEX FDS
1,924$286.3B5198.76%
473
BNDWVANGUARD SCOTTSDALE FDS
4,180$286.0B5192.35%
474
OREALTY INCOME CORP
4,701$281.1B5102.99%
475
VIOVVANGUARD ADMIRAL FDS INC
3,400$279.2B5068.49%
476
DFARDIMENSIONAL ETF TRUST
12,784$275.1B4994.60%
477
BEPBROOKFIELD RENEWABLE PARTNER
9,284$273.8B4970.67%
478
BLDRBUILDERS FIRSTSOURCE INC
2,000$272.0B4938.25%
479
HRLHORMEL FOODS CORP
6,758$271.8B4934.74%
480
SGOVISHARES TR
2,658$267.5B4856.09%
481
AORISHARES TR
5,175$266.3B4833.93%
482
DFSEURDISCOVER FINL SVCS
2,252$263.1B4777.52%
483
CBCHUBB LIMITED
1,364$262.7B4768.53%
484
JPSTJ P MORGAN EXCHANGE TRADED F
5,199$260.7B4732.69%
485
IVZINVESCO LTD
15,393$258.8B4697.81%
486
BPBP PLC
7,276$256.8B4661.76%
487
IGVISHARES TR
741$256.3B4653.57%
488
LUVSOUTHWEST AIRLS CO
7,004$253.6B4604.44%
489
IUSBISHARES TR
5,529$251.4B4564.32%
490
FRTFEDERAL RLTY INVT TR NEW
2,566$248.3B4508.18%
491
LABORATORY CORP AMER HLDGS
1,024$247.1B4486.58%
492
SOXXISHARES TR
485$246.0B4466.61%
493
CNRCANADIAN NATL RY CO
2,031$245.9B4464.28%
494
VOEVANGUARD INDEX FDS
1,775$245.6B4459.73%
495
FTVFORTIVE CORP
3,261$243.8B4426.72%
496
YUMCYUM CHINA HLDGS INC
4,307$243.3B4418.02%
497
SCHOSCHWAB STRATEGIC TR
5,048$242.6B4404.62%
498
SPSBSPDR SER TR
8,234$242.4B4401.01%
499
DLSWISDOMTREE TR
4,073$242.2B4396.96%
500
AJGGALLAGHER ARTHUR J & CO
1,095$240.5B4366.15%
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