Modera Wealth Management, LLC Q2 2024 Filing

Filed July 29, 2024

Portfolio Value

$6.8B

Holdings

573

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (573 positions)

#StockSharesValue% PortfolioType
401
MCKMCKESSON CORP
804$469.6B6919.18%
402
MUMICRON TECHNOLOGY INC
3,562$468.6B6903.55%
403
EBAEBAY INC.
8,693$467.0B6880.70%
404
ODFLOLD DOMINION FREIGHT LINE IN
2,629$464.2B6839.19%
405
ENBENBRIDGE INC
13,002$462.7B6817.76%
406
DLNWISDOMTREE TR
6,337$461.0B6792.34%
407
ECLECOLAB INC
1,937$461.0B6792.18%
408
GEVGE VERNOVA INC
2,673$458.4B6754.48%
409
KEYKEYCORP
32,103$456.2B6721.14%
410
BKBANK NEW YORK MELLON CORP
7,578$453.8B6686.41%
411
CPCANADIAN PACIFIC KANSAS CITY
5,737$451.7B6654.70%
412
ROLROLLINS INC
9,126$445.3B6560.16%
413
USBUS BANCORP DEL
11,132$441.9B6511.42%
414
PKGPACKAGING CORP AMER
2,409$439.8B6479.57%
415
PDECINNOVATOR ETFS TRUST
11,531$432.5B6372.60%
416
SPGIS&P GLOBAL INC
960$428.3B6310.07%
417
RPMRPM INTL INC
3,963$426.7B6287.27%
418
PSTPINNOVATOR ETFS TRUST
13,842$421.9B6216.09%
419
AMTAMERICAN TOWER CORP NEW
2,165$420.8B6200.30%
420
TELTE CONNECTIVITY LTD
2,782$418.4B6164.77%
421
SOXXISHARES TR
1,687$416.1B6130.05%
422
AZOAUTOZONE INC
140$415.0B6113.97%
423
XLFSELECT SECTOR SPDR TR
9,973$410.0B6040.72%
424
SHELSHELL PLC
5,641$407.2B5998.96%
425
GWXSPDR INDEX SHS FDS
12,801$406.3B5986.29%
426
CMICUMMINS INC
1,454$402.7B5932.50%
427
FBNCFIRST BANCORP N C
12,603$402.3B5927.06%
428
ALRMALARM COM HLDGS INC
6,304$400.6B5901.56%
429
XLVSELECT SECTOR SPDR TR
2,732$398.2B5866.67%
430
MRSHMARSH & MCLENNAN COS INC
1,873$394.7B5814.65%
431
CMGCHIPOTLE MEXICAN GRILL INC
6,257$392.0B5775.52%
432
LQDISHARES TR
3,645$390.5B5753.48%
433
NUEMNUSHARES ETF TR
13,448$385.6B5680.53%
434
PFFISHARES TR
12,187$384.5B5664.99%
435
SHWSHERWIN WILLIAMS CO
1,287$384.2B5660.36%
436
VTWGVANGUARD SCOTTSDALE FDS
2,004$382.8B5639.50%
437
OKEONEOK INC NEW
4,681$381.7B5624.26%
438
SPTMSPDR SER TR
5,642$374.3B5515.27%
439
EEMXSPDR INDEX SHS FDS
11,430$370.2B5454.62%
440
TRVTRAVELERS COMPANIES INC
1,816$369.4B5441.79%
441
GMEGAMESTOP CORP NEW
14,799$365.4B5383.40%
442
ESEVERSOURCE ENERGY
6,433$364.8B5374.87%
443
GILDGILEAD SCIENCES INC
5,315$364.6B5372.46%
444
ACWIISHARES TR
3,244$364.6B5372.18%
445
DNBDUN & BRADSTREET HLDGS INC
39,294$363.9B5360.93%
446
NOBLPROSHARES TR
3,769$362.3B5338.45%
447
CECELANESE CORP DEL
2,681$361.6B5328.20%
448
HDVISHARES TR
3,323$361.2B5321.86%
449
FRELFIDELITY COVINGTON TRUST
14,105$357.4B5266.08%
450
CPBCAMPBELL SOUP CO
7,734$349.5B5149.32%
451
CEGCONSTELLATION ENERGY CORP
1,723$345.0B5083.20%
452
MCHPMICROCHIP TECHNOLOGY INC.
3,735$341.7B5034.68%
453
ELLAUDER ESTEE COS INC
3,209$341.5B5030.73%
454
HYGISHARES TR
4,412$340.4B5014.70%
455
GEHCGE HEALTHCARE TECHNOLOGIES I
4,342$338.3B4984.78%
456
COFCAPITAL ONE FINL CORP
2,420$335.0B4935.77%
457
DDWMWISDOMTREE TR
9,832$334.9B4933.89%
458
GPCGENUINE PARTS CO
2,407$332.9B4905.29%
459
NBBKNB BANCORP INC
22,011$331.9B4890.39%
460
UBERUBER TECHNOLOGIES INC
4,560$331.4B4882.56%
461
AJGGALLAGHER ARTHUR J & CO
1,276$330.9B4876.01%
462
DLTRDOLLAR TREE INC
3,097$330.7B4871.84%
463
DFSEURDISCOVER FINL SVCS
2,522$329.9B4860.59%
464
VGSHVANGUARD SCOTTSDALE FDS
5,631$326.5B4811.07%
465
GBDCGOLUB CAP BDC INC
20,478$321.7B4739.80%
466
EESWISDOMTREE TR
6,821$321.5B4736.40%
467
COWZPACER FDS TR
5,865$319.6B4708.55%
468
DGROISHARES TR
5,511$317.5B4678.09%
469
FNDXSCHWAB STRATEGIC TR
4,734$317.1B4671.72%
470
VXFVANGUARD INDEX FDS
1,819$307.0B4523.59%
471
TXRHTEXAS ROADHOUSE INC
1,788$307.0B4523.41%
472
VRSNVERISIGN INC
1,723$306.4B4513.57%
473
FFORD MTR CO DEL
24,288$304.6B4487.42%
474
ISTBISHARES TR
6,410$303.6B4473.67%
475
IGVISHARES TR
3,490$303.3B4468.36%
476
FEMRFIDELITY COVINGTON TRUST
10,516$300.4B4425.20%
477
VGKVANGUARD INTL EQUITY INDEX F
4,489$299.7B4415.92%
478
DXJWISDOMTREE TR
2,628$296.5B4368.32%
479
TTTRANE TECHNOLOGIES PLC
901$296.3B4366.00%
480
ADMARCHER DANIELS MIDLAND CO
4,859$293.7B4327.59%
481
PHOINVESCO EXCHANGE TRADED FD T
4,521$293.5B4323.64%
482
ALSALLSTATE CORP
1,831$292.3B4307.13%
483
ABGCENCORA INC
1,287$289.9B4271.46%
484
AOAISHARES TR
3,852$288.1B4244.28%
485
XSOEWISDOMTREE TR
9,390$287.6B4237.56%
486
FITBFIFTH THIRD BANCORP
7,875$287.4B4233.77%
487
BPBP PLC
7,944$286.8B4225.23%
488
VLOVALERO ENERGY CORP
1,815$284.5B4191.43%
489
VIOVVANGUARD ADMIRAL FDS INC
3,400$284.5B4191.32%
490
IXUSISHARES TR
4,188$282.9B4168.41%
491
IYHISHARES TR
4,585$280.9B4138.51%
492
BLDRBUILDERS FIRSTSOURCE INC
2,029$280.8B4137.64%
493
FRTFEDERAL RLTY INVT TR NEW
2,769$279.6B4119.25%
494
WYWEYERHAEUSER CO MTN BE
9,653$274.1B4037.77%
495
LHLABCORP HOLDINGS INC
1,318$268.2B3951.89%
496
XLYSELECT SECTOR SPDR TR
1,443$263.2B3877.89%
497
ROKROCKWELL AUTOMATION INC
954$262.7B3870.58%
498
HUMHUMANA INC
699$261.2B3848.10%
499
BILSPDR SER TR
2,799$256.9B3784.90%
500
PBDINVESCO EXCH TRADED FD TR II
18,806$254.3B3746.08%
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