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Modera Wealth Management, LLC
Portfolio value
Modera Wealth Management, LLC portfolio value
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$5,304,727,084
is the total value of the holdings Modera Wealth Management, LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$5,304,727,084
Q3 2023
$5,508,029,543
Q2 2023
$2,577,049,463
Q1 2023
$2,458,672,189
Q4 2022
$1,974,175,000
Q3 2022
$2,099,410,000
Q2 2022
$2,259,366,000
Q1 2022
$2,619,499,000
Q4 2021
$1,947,861,000
Q3 2021
$1,853,115,000
Q2 2021
$1,538,600,000
Q1 2021
$1,260,826,000
Q4 2020
$674,223,000
Q3 2020
$626,481,000
Q2 2020
$476,953,000
Q1 2020
$639,862,000
Q4 2019
$601,855,000
Q3 2019
$547,820,000
Q2 2019
$534,006,000
Q1 2019
$507,569,000
Q4 2018
$493,838,000
Q3 2018
$474,460,000
Q2 2018
$482,099,000
Q1 2018
$463,898,000
Q4 2017
$443,833,000
Q3 2017
$411,691,000
Q2 2017
$399,174,000
Q1 2017
$296,202,000
Q4 2016
$298,282,000
Q3 2016
$286,054,000
Q2 2016
$286,247,000
Q1 2016
$253,095,000
Q4 2015
$239,955,000
Q3 2015
$253,689,000
Q2 2015
$256,438,000
Q1 2015
$257,717,000
Q4 2014
$236,270,000
Q3 2014
$220,197,000
Q2 2014
$252,023,000
Q1 2014
$263,176,000
Q4 2013
$208,483,000
Q3 2013
$194,637,000
Q2 2013