HoldingsChannel.com
Modera Wealth Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (STIP) 1,164,624 +29,863 $116,660
     STIP1,164,624+29,863$116,660
JP MORGAN EXCHANGE TRADED FD (JPUS) 768,979 +766,100 $58,381
     JPUS768,979+766,100$58,381
ISHARES INC (IEMG) 913,075 +7,356 $44,759
     IEMG913,075+7,356$44,759
ISHARES TR (IJH) 229,547 +2,182 $44,355
     IJH229,547+2,182$44,355
ISHARES TR (EMB) 377,666 +22,949 $42,808
     EMB377,666+22,949$42,808
ISHARES TR (SCZ) 561,487 +19,709 $32,134
     SCZ561,487+19,709$32,134
VANGUARD INDEX FDS (VTV) 230,035 -17,218 $25,676
     VTV230,035-17,218$25,676
VANGUARD MALVERN FDS (VTIP) 507,485 -6,070 $24,892
     VTIP507,485-6,070$24,892
VANGUARD INTL EQUITY INDEX F (VWO) 430,777 +3,863 $17,343
     VWO430,777+3,863$17,343
VANGUARD INDEX FDS (VBR) 130,727 -2,895 $16,844
     VBR130,727-2,895$16,844
ISHARES TR (IWB) 94,252 -2,057 $15,508
     IWB94,252-2,057$15,508
ISHARES TR (IEFA) 248,170 +31,753 $15,156
     IEFA248,170+31,753$15,156
ISHARES TR (IVV) 44,190 -1,115 $13,192
     IVV44,190-1,115$13,192
ISHARES TR (IWN) 100,904 -7,915 $12,049
     IWN100,904-7,915$12,049
VANGUARD GROUP (VIG) 76,054 -1,767 $9,095
     VIG76,054-1,767$9,095
SPDR INDEX SHS FDS (RWO) 93,359 -7,347 $4,842
     RWO93,359-7,347$4,842
EATON VANCE CORP 107,488 UNCH $4,829
     EV107,488UNCH$4,829
SPDR SERIES TRUST (SLYV) 78,513 -5,182 $4,810
     SLYV78,513-5,182$4,810
SPDR S&P MIDCAP 400 ETF TR (MDY) 13,538 UNCH $4,772
     MDY13,538UNCH$4,772
MICROSOFT CORP 33,716 +581 $4,688
     MSFT33,716+581$4,688
APPLE INC 18,994 -180 $4,254
     AAPL18,994-180$4,254
VANGUARD WHITEHALL FDS INC (VWOB) 47,752 +196 $3,849
     VWOB47,752+196$3,849
ISHARES TR (IWF) 18,947 -250 $3,024
     IWF18,947-250$3,024
SPDR S&P 500 ETF TR (SPY) 8,533 -443 $2,532
     SPY8,533-443$2,532
3M CO 14,293 -34 $2,350
     MMM14,293-34$2,350
EXXON MOBIL CORP 30,914 +998 $2,183
     XOM30,914+998$2,183
PEPSICO INC 14,235 -60 $1,952
     PEP14,235-60$1,952
JOHNSON & JOHNSON 14,797 +43 $1,914
     JNJ14,797+43$1,914
MERCK & CO INC 22,219 +2 $1,870
     MRK22,219+2$1,870
SPDR SERIES TRUST (CWB) 33,440 +1,765 $1,754
     CWB33,440+1,765$1,754
VANGUARD INDEX FDS (VO) 10,359 -307 $1,736
     VO10,359-307$1,736
LOCKHEED MARTIN CORP 4,193 -37 $1,635
     LMT4,193-37$1,635
VANGUARD INDEX FDS (VTI) 10,285 +514 $1,553
     VTI10,285+514$1,553
AMERICAN EXPRESS CO 12,770 -35 $1,510
     AXP12,770-35$1,510
BANK AMER CORP 51,023 +2,262 $1,488
     BAC51,023+2,262$1,488
BERKSHIRE HATHAWAY INC DEL      $1,433
     BRK.B6,890+150$1,433
PROCTER & GAMBLE CO 11,198 -271 $1,393
     PG11,198-271$1,393
INTERNATIONAL BUSINESS MACHS 9,435 +161 $1,372
     IBM9,435+161$1,372
AT&T INC 34,703 +1,120 $1,313
     T34,703+1,120$1,313
VERIZON COMMUNICATIONS INC 21,429 -107 $1,293
     VZ21,429-107$1,293
BOEING CO 3,043 +271 $1,158
     BA3,043+271$1,158
UNION PACIFIC CORP 7,115 +208 $1,152
     UNP7,115+208$1,152
HOME DEPOT INC 4,935 +107 $1,145
     HD4,935+107$1,145
INTEL CORP 22,090 -615 $1,138
     INTC22,090-615$1,138
ISHARES TR (IWD) 8,848 +424 $1,135
     IWD8,848+424$1,135
HONEYWELL INTL INC 6,686 -265 $1,131
     HON6,686-265$1,131
PFIZER INC 30,286 -398 $1,088
     PFE30,286-398$1,088
AFLAC INC 20,772 UNCH $1,087
     AFL20,772UNCH$1,087
AGCO CORP 14,041 +14,041 $1,063
     AGCO14,041+14,041$1,063
BB&T CORP 19,784 -306 $1,056
     BBT19,784-306$1,056

See Full List: All Stocks Held By Modera Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Modera Wealth Management LLC

Size ($ in 1000's)
At 09/30/2019: $601,855
At 06/30/2019: $547,820

Modera Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Modera Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Modera Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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