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Modera Wealth Management, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
MANDALAY RESORT GROUP MBGCommon0-22,4620-498,208,0000.000.00 Hist 06/30/2023
CANADIAN PACIFIC KANSAS CITY LTD/CN CPCommon0-5,3420-411,014,0000.000.00 Hist 06/30/2023
iSHARES TRUST MEARCommon0-7,9950-399,431,0000.000.00 Hist 06/30/2023
CROWN CASTLE INC. CCICOM0-1,9050-254,966,0000.000.00 Hist 06/30/2023
SP Plus Corp SPCommon0-4150-227,475,0000.000.00 Hist 06/30/2023
CITIZENS FINANCIAL GROUP INC/RI CFGCOM0-7,2240-219,393,0000.000.00 Hist 06/30/2023
HINGHAM INSTN SVGS MASS HIFSSTOCK0-9230-215,466,0000.000.00 Hist 06/30/2023
iSHARES TRUST IXUSCommon0-3,3380-206,791,0000.000.00 Hist 06/30/2023
PIMCO ETF Trust LTPZCommon0-3,3450-206,320,0000.000.00 Hist 06/30/2023
REPUBLIC FIRST BANCORP INC FRBKCOM0-88,4300-119,823,0000.000.00 Hist 06/30/2023
Accelerate Diagnostics, Inc AXDXCommon0-13,0000-9,100,0000.000.00 Hist 06/30/2023
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