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Name: |
MODERA WEALTH MANAGEMENT, LLC |
City: |
BOSTON |
State: |
MA |
Zip: |
02116 |
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Holdings
Found :
13 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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TLT |
iShares Tr Lehman 20+yr Tres |
327 |
New |
$90.19 |
$704,000 |
7,117 |
0.01% |
704,000 |
7,117 |
0.001 |
Closed - End Fund - E... |
|
VGSR |
Vert Global Sustainable Rea... |
329 |
New |
$0.00 |
$703,000 |
70,606 |
0.01% |
703,000 |
70,606 |
0.785 |
N/A |
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LTPZ |
Pimco ETF Trust |
331 |
New |
$53.44 |
$692,000 |
12,217 |
0.01% |
692,000 |
12,217 |
0.178 |
N/A |
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ELY |
Callaway Golf Co |
460 |
New |
$16.45 |
$327,000 |
22,819 |
0.01% |
327,000 |
22,819 |
0.012 |
Sporting Goods |
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DDWM |
Wisdomtree Dynamic Currency... |
465 |
New |
$0.00 |
$316,000 |
9,832 |
0.01% |
316,000 |
9,832 |
0.019 |
N/A |
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COWZ |
Pacer Us Cash Cows 100 Etf |
467 |
New |
$0.00 |
$308,000 |
5,931 |
0.01% |
308,000 |
5,931 |
0.001 |
N/A |
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FELV |
Fidelity Enhanced Large Cap... |
478 |
New |
$0.00 |
$282,000 |
10,516 |
0% |
282,000 |
10,516 |
0.118 |
N/A |
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AOA |
iShares Trust |
483 |
New |
$72.77 |
$276,000 |
4,003 |
0% |
276,000 |
4,003 |
0.022 |
Closed - End Fund - Debt |
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XSOE |
Wisdomtree Emerging Markets... |
486 |
New |
$30.44 |
$271,000 |
9,390 |
0% |
271,000 |
9,390 |
0.008 |
N/A |
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UBER |
Uber Technologies, Inc |
487 |
New |
$71.51 |
$265,000 |
4,301 |
0% |
265,000 |
4,301 |
0 |
N/A |
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TTWO |
Take-Two Interactive |
494 |
New |
$148.34 |
$253,000 |
1,570 |
0% |
253,000 |
1,570 |
0.001 |
Technical & System So... |
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RF |
Regions Financial Corp |
497 |
New |
$19.83 |
$214,000 |
11,030 |
0% |
214,000 |
11,030 |
0.001 |
Domestic Regional Banks |
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BCX |
Blackrock Resources & Commo... |
513 |
New |
$9.30 |
$100,000 |
11,300 |
0% |
100,000 |
11,300 |
0 |
Closed - End Fund - E... |
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