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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
101 AT&T INC 50,121 1,963 0.69%
102 APPLE INC 9,292 1,013 0.35%
103 ALTRIA GROUP INC 15,302 959 0.34%
104 ALPHABET INC 465 355 0.12%
105 ALPHABET INC 325 242 0.08%
106 ACCENTURE PLC IRELAND 6,632 765 0.27%
107 ABBVIE INC 3,898 223 0.08%
108 3M CO 8,750 1,458 0.51%
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