Modera Wealth Management, LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$6.0T

Holdings

524

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (524 positions)

StockValue
FNDASCHWAB STRATEGIC TR
$417.7M
SPGIS&P GLOBAL INC
$413.3M
TELTE CONNECTIVITY LTD
$411.9M
PEGPUBLIC SVC ENTERPRISE GRP IN
$410.4M
ANETEURARISTA NETWORKS INC
$408.0M
ALRMALARM COM HLDGS INC
$407.1M
GWXSPDR INDEX SHS FDS
$406.5M
PDECINNOVATOR ETFS TR
$404.7M
ESEVERSOURCE ENERGY
$403.0M
ROLROLLINS INC
$400.9M
SHWSHERWIN WILLIAMS CO
$399.2M
ECLECOLAB INC
$399.1M
GLWCORNING INC
$396.4M
CECELANESE CORP DEL
$395.4M
VGKVANGUARD INTL EQUITY INDEX F
$392.2M
EBAEBAY INC.
$391.7M
AORISHARES TR
$391.7M
PKGPACKAGING CORP AMER
$390.7M
PSTPINNOVATOR ETFS TR
$390.4M
VXUSVANGUARD STAR FDS
$389.2M
XLVSELECT SECTOR SPDR TR
$384.9M
BKBANK NEW YORK MELLON CORP
$379.3M
SHELSHELL PLC
$377.4M
CMICUMMINS INC
$374.2M
ENBENBRIDGE INC
$372.7M
ISTBISHARES TR
$371.5M
AMTAMERICAN TOWER CORP NEW
$368.7M
VTWGVANGUARD SCOTTSDALE FDS
$367.2M
AZOAUTOZONE INC
$367.2M
NUEMNUSHARES ETF TR
$364.3M
ZTSZOETIS INC
$360.9M
PHOINVESCO EXCHANGE TRADED FD T
$360.6M
IJKISHARES TR
$360.5M
COFCAPITAL ONE FINL CORP
$360.1M
XLFSELECT SECTOR SPDR TR
$359.6M
MCKMCKESSON CORP
$358.9M
VRSNVERISIGN INC
$354.5M
EEMXSPDR INDEX SHS FDS
$352.1M
CBCHUBB LIMITED
$351.7M
ADMARCHER DANIELS MIDLAND CO
$350.7M
SUSCISHARES TR
$349.2M
MRSHMARSH & MCLENNAN COS INC
$345.0M
EPDENTERPRISE PRODS PARTNERS L
$344.7M
GEHCGE HEALTHCARE TECHNOLOGIES I
$343.0M
VGSHVANGUARD SCOTTSDALE FDS
$341.3M
CPBCAMPBELL SOUP CO
$340.9M
HDVISHARES TR
$340.3M
EESWISDOMTREE TR
$339.8M
PIIPOLARIS INC
$338.3M
MCHPMICROCHIP TECHNOLOGY INC.
$335.9M
WYWEYERHAEUSER CO MTN BE
$335.5M
FRELFIDELITY COVINGTON TRUST
$335.4M
BLDRBUILDERS FIRSTSOURCE INC
$333.9M
IYHISHARES TR
$333.0M
IEFISHARES TR
$332.8M
CCCHEMOURS CO
$332.7M
SCHHSCHWAB STRATEGIC TR
$332.2M
ACWIISHARES TR
$330.1M
SPTMSPDR SER TR
$329.8M
NOBLPROSHARES TR
$328.2M
CALYTOPGOLF CALLAWAY BRANDS CORP
$327.2M
FFORD MTR CO DEL
$323.5M
MYEMYERS INDS INC
$322.6M
SGOVISHARES TR
$319.7M
AEMAGNICO EAGLE MINES LTD
$317.5M
DDWMWISDOMTREE TR
$316.4M
ROKROCKWELL AUTOMATION INC
$311.8M
COWZPACER FDS TR
$308.4M
DGROISHARES TR
$306.5M
VIOVVANGUARD ADMIRAL FDS INC
$300.9M
FNDXSCHWAB STRATEGIC TR
$299.4M
FITBFIFTH THIRD BANCORP
$292.2M
LABORATORY CORP AMER HLDGS
$291.2M
KHCKRAFT HEINZ CO
$289.5M
MUMICRON TECHNOLOGY INC
$288.0M
BPBP PLC
$283.2M
IGVISHARES TR
$283.1M
WBSWEBSTER FINL CORP
$282.5M
FEMRFIDELITY COVINGTON TRUST
$282.4M
BF/BBROWN FORMAN CORP
$281.7M
FRTFEDERAL RLTY INVT TR NEW
$279.6M
DFARDIMENSIONAL ETF TRUST
$278.9M
SOXXISHARES TR
$277.7M
AOAISHARES TR
$276.4M
VXFVANGUARD INDEX FDS
$272.4M
VLOVALERO ENERGY CORP
$271.7M
XSOEWISDOMTREE TR
$271.2M
UBERUBER TECHNOLOGIES INC
$264.8M
WSTWEST PHARMACEUTICAL SVSC INC
$263.7M
ALSALLSTATE CORP
$262.7M
MDTMEDTRONIC PLC
$257.9M
XLYSELECT SECTOR SPDR TR
$257.3M
FTVFORTIVE CORP
$254.2M
DFSEURDISCOVER FINL SVCS
$253.9M
AJGGALLAGHER ARTHUR J & CO
$253.3M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$252.6M
IVZINVESCO LTD
$221.1M
RFREGIONS FINANCIAL CORP NEW
$213.8M
BBLUEA SERIES TRUST
$202.9M
PHYS/USPROTT PHYSICAL GOLD TR
$199.1M
PreviousPage 5 of 6Next