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Theresa Apruzzese Days

@Modera Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$7.858BTotal holdings604
Assets growth rate15.78%Assets growth rate (2-Q avg)9.58%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Modera Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 604 positions.

Assets under management

The assets under management (AUM) of Modera Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.858B in assets, with a quarterly growth rate of 15.78% and a 2-quarter average growth rate of 9.58%. The portfolio is managed by Theresa Apruzzese Days, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IUSVIshares Tr
Recent Activity
Increased 0.06%
1.19%
$93.221M
976,239 shares@ $95.5 avg price
DFSVDimensional Etf Trust
Recent Activity
Increased 9.24%
1.01%
$79.028M
2.566M shares@ $30.81 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 3.44%
0.98%
$76.845M
807,616 shares@ $95.15 avg price
AVGOBroadcom Inc
Recent Activity
Increased 852.51%
0.97%
$76M
440,582 shares@ $172.5 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 0.52%
0.86%
$67.306M
847,465 shares@ $79.43 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 0.01%
0.62%
$47.952M
276,112 shares@ $173.67 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 2.85%
0.61%
$47.27M
102,702 shares@ $460.27 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Increased 0.44%
0.6%
$46.638M
483,195 shares@ $96.52 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.37%
0.58%
$45.186M
242,503 shares@ $186.34 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 0.42%
0.49%
$38.432M
490,391 shares@ $78.37 avg price