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  Name: MODERA WEALTH MANAGEMENT, LLC
  City: BOSTON
  State: MA
  Zip: 02116
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $6,044,406,000
  Total Value Change : $740,204,000
  Securities Held Change : -23
   
All Securities Held : 524
  New Positions : 13
  Closed Positions : 125
  Increased Positions : 256
  Unchanged Positions : 37
  Decreased Positions : 218

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 327 New $90.74 $704,000 7,117 0.01% 704,000 7,117 0.001    Closed - End Fund - E...
   (VGSR)1 Year Chart         VGSR Vert Global Sustainable Rea... 329 New $0.00 $703,000 70,606 0.01% 703,000 70,606 0.785    N/A
   (LTPZ)1 Year Chart         LTPZ Pimco ETF Trust 331 New $53.62 $692,000 12,217 0.01% 692,000 12,217 0.178    N/A
   (ELY)1 Year Chart         ELY Callaway Golf Co 460 New $16.62 $327,000 22,819 0.01% 327,000 22,819 0.012    Sporting Goods
   (DDWM)1 Year Chart         DDWM Wisdomtree Dynamic Currency... 465 New $0.00 $316,000 9,832 0.01% 316,000 9,832 0.019    N/A
   (COWZ)1 Year Chart         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
   (FELV)1 Year Chart         FELV Fidelity Enhanced Large Cap... 478 New $0.00 $282,000 10,516 0% 282,000 10,516 0.118    N/A
   (AOA)1 Year Chart         AOA iShares Trust 483 New $72.83 $276,000 4,003 0% 276,000 4,003 0.022    Closed - End Fund - Debt
   (XSOE)1 Year Chart         XSOE Wisdomtree Emerging Markets... 486 New $30.20 $271,000 9,390 0% 271,000 9,390 0.008    N/A
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 487 New $70.43 $265,000 4,301 0% 265,000 4,301 0    N/A
   (TTWO)1 Year Chart         TTWO Take-Two Interactive 494 New $148.33 $253,000 1,570 0% 253,000 1,570 0.001    Technical & System So...
   (RF)1 Year Chart         RF Regions Financial Corp 497 New $19.65 $214,000 11,030 0% 214,000 11,030 0.001    Domestic Regional Banks
   (BCX)1 Year Chart         BCX Blackrock Resources & Commo... 513 New $9.38 $100,000 11,300 0% 100,000 11,300 0    Closed - End Fund - E...
      13 Records Found
  1    
Page 1 of 1
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