Modera Wealth Management, LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$8.1B

Holdings

646

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (646 positions)

StockValue
ANAUTONATION INC
$221.5M
DDLSWISDOMTREE TR
$221.4M
EWEDWARDS LIFESCIENCES CORP
$221.1M
HUMHUMANA INC
$220.4M
MLMMARTIN MARIETTA MATLS INC
$220.1M
EWAISHARES INC
$219.7M
PFMINVESCO EXCHANGE TRADED FD T
$216.5M
AQLTISHARES TR
$215.9M
JVALJ P MORGAN EXCHANGE TRADED F
$215.3M
IEIISHARES TR
$214.4M
VDCVANGUARD WORLD FD
$213.2M
PWRQUANTA SVCS INC
$213.0M
CPCANADIAN PACIFIC KANSAS CITY
$212.8M
DRIDARDEN RESTAURANTS INC
$212.8M
GBTCGRAYSCALE BITCOIN TRUST ETF
$212.2M
EQREQUITY RESIDENTIAL
$211.6M
WTWWILLIS TOWERS WATSON PLC LTD
$211.5M
BAHBOOZ ALLEN HAMILTON HLDG COR
$211.3M
KEYSKEYSIGHT TECHNOLOGIES INC
$208.3M
BCSBARCLAYS PLC
$207.1M
UCBUNITED CMNTY BKS BLAIRSVLE G
$207.0M
IDUISHARES TR
$206.1M
VLTOVERALTO CORP
$205.7M
WYWEYERHAEUSER CO MTN BE
$205.7M
AZNASTRAZENECA PLC
$204.3M
PTCPTC INC
$203.5M
BNCCEA INDUSTRIES INC
$200.8M
YUMCYUM CHINA HLDGS INC
$200.7M
IRMIRON MTN INC DEL
$200.1M
TDOCTELADOC HEALTH INC
$194.3M
BTXBLACKROCK TECH AND PRIVATE E
$168.7M
NUVNUVEEN MUN VALUE FD INC
$150.9M
WBDWARNER BROS DISCOVERY INC
$135.0M
VLYVALLEY NATL BANCORP
$129.5M
GGRPGLIMPSE GROUP INC
$111.7M
GABGABELLI EQUITY TR INC
$100.1M
XAODXABRDN TOTAL DYNAMIC DIVIDEND
$97.5M
JBLUJETBLUE AWYS CORP
$93.3M
ODVOSISKO DEVELOPMENT CORP
$75.4M
GGNGAMCO GLOBAL GOLD NAT RES &
$59.9M
INMBINMUNE BIO INC
$35.7M
KOPNKOPIN CORP
$35.4M
ZVIAZEVIA PBC
$32.3M
NNDMNANO DIMENSION LTD
$24.3M
CHPTCHARGEPOINT HOLDINGS INC
$21.4M
TLRYEURTILRAY BRANDS INC
$4.5M
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