Modera Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Westwood, NJ
CIK
0001542143
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 563 5,508,029 13F-HR 8/7/2023 000172554723000186 Modera Wealth Management, LLC
Q1 2023 360 2,577,049 13F-HR 5/5/2023 000172554723000102 Modera Wealth Management, LLC
Q4 2022 349 2,458,672 13F-HR 2/7/2023 000172554723000029 Modera Wealth Management, LLC
Q3 2022 312 1,974,175 13F-HR 11/1/2022 000172554722000168 Modera Wealth Management, LLC
Q2 2022 333 2,099,410 13F-HR 7/27/2022 000172554722000120 Modera Wealth Management, LLC
Q1 2022 352 2,259,366 13F-HR 5/3/2022 000172554722000079 Modera Wealth Management, LLC
Q4 2021 599 2,619,499 13F-HR 2/4/2022 000172554722000031 Modera Wealth Management, LLC
Q3 2021 276 1,947,861 13F-HR 11/4/2021 000172554721000106 Modera Wealth Management, LLC
Q2 2021 241 1,853,115 13F-HR 8/2/2021 000172554721000069 Modera Wealth Management, LLC
Q1 2021 227 1,538,600 13F-HR 4/29/2021 000172554721000035 Modera Wealth Management, LLC
Q4 2020 240 1,260,826 13F-HR 2/11/2021 000172554721000017 Modera Wealth Management, LLC
Q3 2020 161 674,223 13F-HR 11/12/2020 000172554720000085 Modera Wealth Management, LLC
Q2 2020 151 626,481 13F-HR 8/12/2020 000172554720000072 Modera Wealth Management, LLC
Q1 2020 148 476,953 13F-HR 5/12/2020 000172554720000051 Modera Wealth Management, LLC
Q4 2019 148 639,862 13F-HR 2/5/2020 000172554720000018 Modera Wealth Management, LLC
Q3 2019 144 601,855 13F-HR 11/12/2019 000172554719000065 Modera Wealth Management, LLC
Q2 2019 144 547,820 13F-HR 8/7/2019 000172554719000047 Modera Wealth Management, LLC
Q1 2019 145 534,006 13F-HR 5/13/2019 000172554719000031 Modera Wealth Management, LLC
Q4 2018 134 507,569 13F-HR 2/14/2019 000172554719000021 Modera Wealth Management, LLC
Q3 2018 144 493,838 13F-HR 11/13/2018 000172554718000028 Modera Wealth Management, LLC
Q2 2018 134 474,460 13F-HR 8/10/2018 000172554718000022 Modera Wealth Management, LLC
Q1 2018 132 482,099 13F-HR 5/10/2018 000172554718000012 Modera Wealth Management, LLC
Q4 2017 132 463,898 13F-HR 2/5/2018 000172554718000003 Modera Wealth Management, LLC
Q3 2017 133 443,833 13F-HR 11/14/2017 000154214317000003 Modera Wealth Management, LLC
Q2 2017 119 411,691 13F-HR 8/10/2017 000122107317000082 Modera Wealth Management, LLC
Q1 2017 114 399,174 13F-HR 5/11/2017 000122107317000059 Modera Wealth Management, LLC
Q4 2016 108 296,202 13F-HR 2/10/2017 000122107317000036 Modera Wealth Management, LLC
Q3 2016 112 298,282 RESTATEMENT 2/10/2017 000122107317000035 Modera Wealth Management, LLC
Q3 2016 112 298,286 13F-HR 11/10/2016 000122107316000219 Modera Wealth Management, LLC
Q2 2016 103 286,054 13F-HR 8/9/2016 000122107316000190 Modera Wealth Management, LLC
Q1 2016 108 286,247 13F-HR 5/16/2016 000122107316000168 Modera Wealth Management, LLC
Q4 2015 79 253,095 13F-HR 2/16/2016 000122107316000137 Modera Wealth Management, LLC
Q3 2015 75 239,955 13F-HR 11/12/2015 000122107315000113 Modera Wealth Management, LLC
Q2 2015 86 253,689 RESTATEMENT 12/15/2015 000108514615002463 Modera Wealth Management, LLC
Q2 2015 87 259,572 13F-HR 8/10/2015 000122107315000089 Modera Wealth Management, LLC
Q1 2015 88 256,438 13F-HR 5/13/2015 000122107315000063 Modera Wealth Management, LLC
Q4 2014 90 257,717 13F-HR 2/11/2015 000122107315000020 Modera Wealth Management, LLC
Q3 2014 83 236,270 13F-HR 11/12/2014 000122107314000086 Modera Wealth Management, LLC
Q2 2014 63 220,197 13F-HR 8/8/2014 000122107314000061 Modera Wealth Management, LLC
Q1 2014 64 252,023 RESTATEMENT 5/15/2014 000122107314000041 Modera Wealth Management, LLC
Q1 2014 64 252,138 13F-HR 5/9/2014 000122107314000037 Modera Wealth Management, LLC
Q4 2013 84 263,176 13F-HR 1/23/2014 000122107314000001 Modera Wealth Management, LLC