Modera Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$7.86B
Signature - Title
Theresa Apruzzese Days - Chief Compliance Officer
Location
Westwood, NJ
Summary
This page shows a list of all the recent 13F filings made by Modera Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Modera Wealth Management, LLC reported 604 stock holdings with total value $7.86B as of Q3 2024. Top holdings included EQT, VUG, VEA, VIG, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 604 $7.86B +$839M -$97.1M +$742M EQT, VUG, VEA, VIG, VTV 13F-HR 10/24/2024, 10:10 AM
Q2 2024 573 $6.79B +$303M -$136M +$166M VUG, VEA, VIG, VTV, IEFA 13F-HR 7/29/2024, 12:31 PM
Q1 2024 570 $6.57B +$264M -$113M +$151M VUG, VEA, VIG, VTV, IEFA 13F-HR 5/14/2024, 09:16 AM
Q4 2023 524 $6.04B +$299M -$111M +$188M VUG, VEA, VIG, VTV, AAPL 13F-HR 2/14/2024, 03:54 PM
Q3 2023 548 $5.3B +$131M -$110M +$20.8M VEA, VUG, VIG, VTV, AAPL Restatement 11/30/2023, 11:26 AM
Q2 2023 563 $5.51B +$2.82B -$27.6M +$2.8B VEA, VUG, AAPL, VIG, VTV 13F-HR 8/7/2023, 01:17 PM
Q1 2023 360 $2.58B +$244M -$248M -$4.04M VUG, VIG, VTV, IEFA, DFAC 13F-HR 5/5/2023, 04:11 PM
Q4 2022 349 $2.46B +$365M -$60.1M +$305M VTV, VIG, VUG, DFAC, DFUV 13F-HR 2/7/2023, 01:24 PM
Q3 2022 312 $1.97B +$118M -$103M +$14.3M VTV, VUG, VIG, DFUV, IEFA 13F-HR 11/1/2022, 09:50 AM
Q2 2022 333 $2.1B +$272M -$98.3M +$173M VTV, VUG, VIG, DFUV, IWF 13F-HR 7/27/2022, 02:57 PM
Q1 2022 352 $2.26B +$261M -$497M -$236M VTV, VIG, VUG, IWF, JPUS 13F-HR 5/3/2022, 12:07 PM
Q4 2021 599 $2.62B +$581M -$21.2M +$560M SPMB, JPUS, VTV, VIG, VUG 13F-HR 2/4/2022, 02:32 PM
Q3 2021 276 $1.95B +$168M -$50.9M +$117M SPMB, JPUS, VIG, VTV, IWF 13F-HR 11/4/2021, 01:39 PM
Q2 2021 241 $1.85B +$258M -$24.9M +$233M SPMB, JPUS, VIG, VTV, EFA 13F-HR 8/2/2021, 10:22 AM
Q1 2021 227 $1.54B +$245M -$38.1M +$207M JPUS, SPMB, VIG, VTV, EFA 13F-HR 4/29/2021, 10:41 AM
Q4 2020 240 $1.26B +$504M -$8.42M +$495M JPUS, VIG, VTV, IEMG, IWF 13F-HR 2/11/2021, 04:45 PM
Q3 2020 161 $674M +$25.3M -$15.8M +$9.42M JPUS, VIG, IEMG, EMB, IJH 13F-HR 11/12/2020, 01:47 PM
Q2 2020 151 $626M +$90.9M -$22.1M +$68.8M JPUS, VIG, IEMG, EMB, IJH 13F-HR 8/12/2020, 05:18 PM
Q1 2020 148 $477M +$108M -$150M -$42.3M JPUS, IEMG, EMB, IJH, SCZ 13F-HR 5/11/2020, 06:45 PM
Q4 2019 148 $640M +$15M -$8.29M +$6.7M STIP, JPUS, IEMG, IJH, EMB 13F-HR 2/5/2020, 05:14 PM
Q3 2019 144 $602M +$71.8M -$15.6M +$56.1M STIP, JPUS, IEMG, IJH, EMB 13F-HR 11/12/2019, 11:30 AM
Q2 2019 144 $548M +$13.8M -$8.83M +$4.98M STIP, IEMG, IJH, EMB, SCZ 13F-HR 8/7/2019, 12:51 PM
Q1 2019 145 $534M +$24M -$38.8M -$14.8M STIP, IEMG, IJH, EMB, SCZ 13F-HR 5/13/2019, 09:53 AM
Q4 2018 134 $508M +$92.4M -$32.1M +$60.3M STIP, IEMG, IJH, EMB, VTIP 13F-HR 2/14/2019, 04:54 PM
Q3 2018 143 $494M +$17.5M -$9.14M +$8.37M STIP, IEMG, IJH, EMB, VTV 13F-HR 11/9/2018, 06:09 PM
Q2 2018 134 $474M +$10.3M -$13.7M -$3.38M STIP, IEMG, IJH, EMB, VTV 13F-HR 8/9/2018, 05:56 PM
Q1 2018 132 $482M +$53.1M -$30.1M +$23M STIP, IEMG, IJH, EMB, VTV 13F-HR 5/10/2018, 04:01 PM
Q4 2017 132 $464M +$13.6M -$8.03M +$5.57M STIP, EMB, IEMG, IJH, VTV 13F-HR 2/5/2018, 11:04 AM
Q3 2017 133 $444M +$25M -$5.33M +$19.7M STIP, EMB, IEMG, IJH, VTV 13F-HR 11/14/2017, 10:12 AM
Q2 2017 119 $412M +$12.4M -$5.74M +$6.68M STIP, EMB, IJH, IEMG, VTV 13F-HR 8/10/2017, 10:44 AM
Q1 2017 114 $399M +$100M -$11.8M +$88.5M STIP, EMB, IJH, IEMG, VTV 13F-HR 5/11/2017, 03:12 PM
Q4 2016 108 $296M +$7.44M -$10.3M -$2.88M EMB, IJH, IEMG, VTV, VBR 13F-HR 2/10/2017, 10:38 AM
Q3 2016 112 $298M +$10.3M -$8.49M +$1.83M EMB, IJH, IEMG, VTV, VBR Restatement 2/10/2017, 10:35 AM
Q2 2016 103 $286M +$12.5M -$20.5M -$8.03M EMB, IJH, IEMG, VTV, VBR 13F-HR 8/9/2016, 03:38 PM
Q1 2016 108 $286M +$42.9M -$18.2M +$24.7M EMB, IEMG, IJH, VBR, VTV 13F-HR 5/16/2016, 02:25 PM
Q4 2015 79 $253M +$19.9M -$11.7M +$8.2M EMB, IJH, IEMG, VBR, VWO 13F-HR 2/12/2016, 07:48 PM
Q3 2015 75 $240M +$41.9M -$36.6M +$5.35M EMB, IJH, IEMG, VBR, IWB 13F-HR 11/12/2015, 06:09 AM
Q2 2015 86 $254M +$9.58M -$10.9M -$1.32M IJH, EMB, IHY, VBR, IWB Restatement 12/15/2015, 04:59 PM
Q1 2015 88 $256M +$12.1M -$17.1M -$4.99M IJH, EMB, IHY, IWB, VBR 13F-HR 5/12/2015, 06:59 PM
Q4 2014 89 $258M +$30.5M -$12.2M +$18.4M IJH, EMB, IHY, IWB, VBR 13F-HR 2/11/2015, 02:52 PM
Q3 2014 83 $236M +$29.6M -$7.06M +$22.5M IJH, EMB, IHY, IWB, VWO 13F-HR 11/12/2014, 02:18 PM
Q2 2014 63 $220M +$11.2M -$51.4M -$40.1M IJH, EMB, IHY, IWB, VWO 13F-HR 8/8/2014, 03:37 PM
Q1 2014 64 $252M +$10.3M -$24.3M -$13.9M STIP, IJH, IWB, EMB, IHY Restatement 5/14/2014, 09:36 PM
Q4 2013 84 $263M $0 $0 STIP, IJH, IWB, IVV, VWO 13F-HR 1/23/2014, 07:17 AM