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Institutional Investment Manager
Modera Wealth Management, LLC
Modera Wealth Management, LLC (CIK: 0001542143) incorporated in Delaware, located at 56 Jefferson Avenue, Westwood, NJ. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Original 13F HR (0001221073-16-000168) filed in 2016.05.16
#
Name
Shares
Value ($)
%
Options
Notes
51 PUBLIC SVC ENTERPRISE GRP IN 11,918 562 0.20%
52 Vaneck Vectors Gold 27,994 559 0.20%
53 KIMBERLY CLARK CORP 4,038 543 0.19%
54 MERCK & CO INC 9,909 524 0.18%
55 HONEYWELL INTL INC 4,633 519 0.18%
56 BERKSHIRE HATHAWAY INC DEL 3,488 495 0.17%
57 MEDTRONIC PLC 6,578 493 0.17%
58 PFIZER INC 16,450 488 0.17%
59 VANGUARD INDEX FDS 2,533 478 0.17%
60 SOUTHERN CO 8,165 422 0.15%
61 OCCIDENTAL PETE CORP DEL 6,076 416 0.15%
62 BOEING CO 3,245 412 0.14%
63 WISDOMTREE TR 10,745 406 0.14%
64 ISHARES RUSSELL 2000 VALUE ETF 4,323 403 0.14%
65 ILLINOIS TOOL WKS INC 3,903 400 0.14%
66 HARRIS CORP 5,045 393 0.14%
67 VANGUARD INDEX FDS 4,604 386 0.13%
68 BANK AMER CORP 28,233 382 0.13%
69 DISNEY WALT CO 3,805 378 0.13%
70 LOWES COS INC 4,685 355 0.12%
71 ALPHABET INC 465 355 0.12%
72 HERSHEY CO 3,769 347 0.12%
73 CONOCOPHILLIPS 8,571 345 0.12%
74 COMCAST CORP NEW 5,620 343 0.12%
75 ORACLE CORP 8,370 342 0.12%
76 PHILLIPS 66 3,912 339 0.12%
77 COLGATE PALMOLIVE CO 4,762 336 0.12%
78 CISCO SYS INC 11,718 334 0.12%
79 COCA COLA CO 7,136 331 0.12%
80 MONDELEZ INTL INC 7,969 320 0.11%
81 KRAFT HEINZ CO 4,056 319 0.11%
82 CSX CORP 11,584 298 0.10%
83 NORTHROP GRUMMAN CORP 1,494 296 0.10%
84 ISHARES TR 2,639 292 0.10%
85 UNITED TECHNOLOGIES CORP 2,900 290 0.10%
86 ISHARES TR 1,962 276 0.10%
87 CATERPILLAR INC 3,561 273 0.10%
88 PITNEY BOWES INC 12,656 273 0.10%
89 FORTUNE BRANDS HOME & SEC IN 4,787 268 0.09%
90 BAXTER INTL INC 6,436 264 0.09%
91 ISHARES TR 4,507 258 0.09%
92 CHEVRON CORP NEW 2,695 257 0.09%
93 BAXALTA INC COM 6,349 257 0.09%
94 ISHARES TR 2,206 253 0.09%
95 ALPHABET INC 325 242 0.08%
96 CLAYMORE EXCHANGE TRD FD TR 9,320 241 0.08%
97 STERLING BANCORP DEL COM 14,024 223 0.08%
98 ABBVIE INC 3,898 223 0.08%
99 FIRST TR EXCHANGE-TRADED FD 2,479 217 0.08%
100 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 9,722 214 0.07%
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