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
GDOTGREEN DOT CORP
$194.5M
PTACOHEN & STEERS TAX ADVAN PFD
$193.7M
VLYVALLEY NATL BANCORP
$189.9M
SDHYPGIM SHORT DUR HIG YLD OPP F
$161.3M
ETENERGY TRANSFER L P
$150.3M
FNBF N B CORP
$150.2M
BTXBLACKROCK INNOVATION AND GRW
$147.9M
XAWPXABRDN GLOBAL PREMIER PPTYS F
$145.5M
XFLTXAI OCTAGON FLOATING RATE &
$142.8M
DNAGINKGO BIOWORKS HOLDINGS INC
$114.1M
ODVOSISKO DEVELOPMENT CORP
$102.5M
VMOINVESCO MUN OPPORTUNITY TR
$102.2M
BCXBLACKROCK RES & COMMODITIES
$100.3M
OIAINVESCO MUNI INCOME OPP TRST
$100.1M
SEELSEELOS THERAPEUTICS INC
$96.9M
VKQINVESCO MUNICIPAL TRUST
$95.9M
GABGABELLI EQUITY TR INC
$86.7M
MPTMEDICAL PPTYS TRUST INC
$58.9M
KOPNKOPIN CORP
$47.0M
NVTA1EURINVITAE CORP
$39.1M
GSATUSDGLOBALSTAR INC
$27.4M
LUMNLUMEN TECHNOLOGIES INC
$23.1M
MTNBEURMATINAS BIOPHARMA HLDGS INC
$20.4M
INSGEURINSEEGO CORP
$5.8M
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