Modera Wealth Management, LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$6.0B

Holdings

524

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (524 positions)

StockValue
METAMETA PLATFORMS INC
$2.7T
GQ9SPDR GOLD TR
$2.7T
NEENEXTERA ENERGY INC
$2.6T
IAU*ISHARES GOLD TR
$2.6T
FIWFIRST TR EXCHANGE TRADED FD
$2.6T
QCOMQUALCOMM INC
$2.5T
DEDEERE & CO
$2.5T
VOVANGUARD INDEX FDS
$2.5T
DISVDIMENSIONAL ETF TRUST
$2.3T
DFEMDIMENSIONAL ETF TRUST
$2.3T
DUKDUKE ENERGY CORP NEW
$2.2T
CIENCIENA CORP
$2.2T
ABNBAIRBNB INC
$2.1T
GDGENERAL DYNAMICS CORP
$2.1T
TMOTHERMO FISHER SCIENTIFIC INC
$2.1T
BXBLACKSTONE INC
$2.1T
ESGVVANGUARD WORLD FD
$2.1T
NSCNORFOLK SOUTHN CORP
$2.1T
ACNACCENTURE PLC IRELAND
$2.0T
DDDUPONT DE NEMOURS INC
$2.0T
XLUSELECT SECTOR SPDR TR
$2.0T
EAGGISHARES TR
$2.0T
NUSCNUSHARES ETF TR
$2.0T
CATCATERPILLAR INC
$1.9T
CSXCSX CORP
$1.9T
SCHBSCHWAB STRATEGIC TR
$1.9T
SPYXSPDR SER TR
$1.9T
DWDMORGAN STANLEY
$1.9T
IWVISHARES TR
$1.9T
XBISPDR SER TR
$1.9T
DESWISDOMTREE TR
$1.8T
SPYVSPDR SER TR
$1.8T
EPSWISDOMTREE TR
$1.8T
NUENUCOR CORP
$1.7T
AVTRAVANTOR INC
$1.7T
INTUINTUIT
$1.7T
LHXL3HARRIS TECHNOLOGIES INC
$1.6T
VOOVVANGUARD ADMIRAL FDS INC
$1.6T
ELLAUDER ESTEE COS INC
$1.6T
BABOEING CO
$1.6T
DHRDANAHER CORPORATION
$1.6T
HSYHERSHEY CO
$1.6T
MDLZMONDELEZ INTL INC
$1.5T
SCHCSCHWAB STRATEGIC TR
$1.5T
IJTISHARES TR
$1.5T
HOLXHOLOGIC INC
$1.5T
ITWILLINOIS TOOL WKS INC
$1.5T
TXNTEXAS INSTRS INC
$1.5T
XLISELECT SECTOR SPDR TR
$1.5T
PRFINVESCO EXCHANGE TRADED FD T
$1.4T
GEGENERAL ELECTRIC CO
$1.4T
CTVACORTEVA INC
$1.4T
DOWDOW INC
$1.4T
ICVTISHARES TR
$1.4T
AMATAPPLIED MATLS INC
$1.4T
SHYISHARES TR
$1.4T
EMNTPIMCO ETF TR
$1.4T
PRUPRUDENTIAL FINL INC
$1.4T
ISCFISHARES TR
$1.4T
IESCIES HLDGS INC
$1.4T
COPCONOCOPHILLIPS
$1.4T
DFSUDIMENSIONAL ETF TRUST
$1.3T
DGDOLLAR GEN CORP NEW
$1.3T
DFISDIMENSIONAL ETF TRUST
$1.3T
SCHESCHWAB STRATEGIC TR
$1.3T
VAWVANGUARD WORLD FDS
$1.2T
WTRGESSENTIAL UTILS INC
$1.2T
UFPIUFP INDUSTRIES INC
$1.2T
DEODIAGEO PLC
$1.2T
CARRCARRIER GLOBAL CORPORATION
$1.2T
ICFISHARES TR
$1.2T
SHMSPDR SER TR
$1.2T
WFCWELLS FARGO CO NEW
$1.2T
SPSMSPDR SER TR
$1.2T
MSIMOTOROLA SOLUTIONS INC
$1.2T
VTIPVANGUARD MALVERN FDS
$1.2T
GISGENERAL MLS INC
$1.2T
VUSBVANGUARD BD INDEX FDS
$1.1T
GSGOLDMAN SACHS GROUP INC
$1.1T
SPDWSPDR INDEX SHS FDS
$1.1T
SCHZSCHWAB STRATEGIC TR
$1.1T
DONSPDR DOW JONES INDL AVERAGE
$1.1T
LLOEWS CORP
$1.1T
DFICDIMENSIONAL ETF TRUST
$1.1T
VONVVANGUARD SCOTTSDALE FDS
$1.0T
SOTKSONO TEK CORP
$1.0T
SCHVSCHWAB STRATEGIC TR
$995.4B
MOALTRIA GROUP INC
$995.1B
KMIKINDER MORGAN INC DEL
$992.6B
MARMARRIOTT INTL INC NEW
$976.6B
XLKSELECT SECTOR SPDR TR
$964.7B
AMEAMETEK INC
$957.4B
ZBHZIMMER BIOMET HOLDINGS INC
$956.4B
PFFISHARES TR
$952.8B
CMECME GROUP INC
$950.6B
NFLXNETFLIX INC
$945.0B
CRWDCROWDSTRIKE HLDGS INC
$937.1B
MMM3M CO
$919.9B
RYROYAL BK CDA
$918.5B
NKENIKE INC
$908.5B
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