Long-term investor
Modera Wealth Management, LLC @moderawealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001542143).
Record
- Tracked since 2025-06-30 (479 days), 13 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +0.1% · 1 year n/a · all -1.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 7.1% · long · since 2025-06-30
- 922908744 · 4.3% · long · since 2025-06-30
- 921908844 · 4.2% · long · since 2025-06-30
- 921943858 · 4.0% · long · since 2025-06-30
- 46432F842 · 3.8% · long · since 2025-06-30
- 46429B747 · 2.8% · long · since 2025-06-30
- 025072802 · 2.6% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- 25434V708 · 2.3% · long · since 2025-06-30
- 464287804 · 2.2% · long · since 2025-06-30
- 464287200 · 1.9% · long · since 2025-06-30
- 25434V104 · 1.7% · long · since 2025-06-30