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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 (2016Q4)
Original 13F HR (0001221073-17-000036) filed in 2017.02.10
#
Name
Shares
Value ($)
%
Options
Notes
1 CTI BIOPHARMA CORP 25,000 10 0.00%
2 SYNERGY PHARMACEUTICALS DEL 10,500 64 0.02%
3 BOULDER GROWTH & INCOME FUND COM 16,769 150 0.05%
4 STEWARDSHIP FINL CORP 18,702 183 0.06%
5 PITNEY BOWES INC 12,656 192 0.06%
6 WALGREENS BOOTS ALLIANCE INC 2,442 202 0.07%
7 FIRST TR EXCHANGE-TRADED FD 2,264 206 0.07%
8 BECTON DICKINSON & CO 1,270 210 0.07%
9 ISHARES TR 1,466 211 0.07%
10 AMERICAN EXPRESS CO 2,873 213 0.07%
11 DOMINION ENERGY INC 2,835 217 0.07%
12 HINGHAM INSTN SVGS MASS 1,102 217 0.07%
13 ISHARES TR 1,728 233 0.08%
14 ABBVIE INC 3,790 237 0.08%
15 ISHARES TR 2,479 251 0.08%
16 FORTUNE BRANDS HOME & SEC IN 4,787 256 0.09%
17 OCCIDENTAL PETE CORP DEL 3,791 270 0.09%
18 BAXTER INTL INC 6,102 271 0.09%
19 ISHARES TR 2,030 279 0.09%
20 ISHARES TR 2,593 280 0.09%
21 STERLING BANCORP DEL COM 12,024 281 0.09%
22 HERSHEY CO 2,830 293 0.10%
23 COLGATE PALMOLIVE CO 4,630 303 0.10%
24 SPDR SER TR 6,494 311 0.10%
25 COCA COLA CO 7,590 315 0.11%
26 CONOCOPHILLIPS 6,475 325 0.11%
27 JPMORGAN CHASE & CO 3,782 326 0.11%
28 NORFOLK SOUTHERN CORP 3,037 328 0.11%
29 PHILLIPS 66 3,925 339 0.11%
30 VANGUARD INDEX FDS 2,574 343 0.12%
31 LOWES COS INC 4,912 349 0.12%
32 DISNEY WALT CO 3,375 352 0.12%
33 HARRIS CORP 3,445 353 0.12%
34 MONDELEZ INTL INC 8,100 359 0.12%
35 MEDTRONIC PLC 5,074 361 0.12%
36 TEVA PHARMACEUTICAL INDS LTD 10,231 371 0.13%
37 KRAFT HEINZ CO 4,295 375 0.13%
38 COMCAST CORP NEW 5,567 384 0.13%
39 ADOBE INC 3,751 386 0.13%
40 ORACLE CORP 10,175 391 0.13%
41 NORTHROP GRUMMAN CORP 1,694 394 0.13%
42 CSX CORP 11,358 408 0.14%
43 ILLINOIS TOOL WKS INC 3,576 438 0.15%
44 ALPHABET INC 572 441 0.15%
45 VANGUARD INDEX FDS 5,398 446 0.15%
46 BANK NEW YORK MELLON CORP 9,543 452 0.15%
47 CHEVRON CORP NEW 3,851 453 0.15%
48 PUBLIC SVC ENTERPRISE GRP IN 10,324 453 0.15%
49 KIMBERLY CLARK CORP 4,120 470 0.16%
50 ALPHABET INC 600 475 0.16%
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