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Portfolio (Quarterly) Guide ↗

Modera Wealth Management, LLC

· CIK 0001542143
13F Portfolio $8.3B AUM 635 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 150 Added 333 Reduced 48 Exited
Page 3 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEE NEXTERA ENERGY INC Utilities 57,041.0 $5.3M 0.06% +13K +30.4% $92.88 -6.6%
42 OTIS OTIS WORLDWIDE CORP Industrials 66,286.0 $5.1M 0.06% +630.0 +1.0% $77.08 -4.9%
43 SPYG SPDR SERIES TRUST 42,772.0 $4.2M 0.05% +842.0 +2.0% $97.91 +22.1%
44 EMB ISHARES TR 43,827.0 $4.1M 0.05% +890.0 +2.1% $93.93 +3.0%
45 A AGILENT TECHNOLOGIES INC Healthcare 33,650.0 $3.8M 0.05% +753.0 +2.3% $113.98 +11.5%
46 BAC BANK AMERICA CORP Financial Services 77,164.0 $3.8M 0.04% +1K +1.6% $48.75 +15.3%
47 JNK SPDR SERIES TRUST 39,091.0 $3.7M 0.04% +5K +13.2% $95.72 +0.7%
48 DUK DUKE ENERGY CORP NEW Utilities 28,472.0 $3.7M 0.04% +258.0 +0.9% $130.94 -5.4%
49 ZTS ZOETIS INC Healthcare 29,952.0 $3.5M 0.04% +1K +3.5% $118.21 -33.4%
50 VONV VANGUARD SCOTTSDALE FDS 36,303.0 $3.4M 0.04% +743.0 +2.1% $93.74 +13.2%
51 WMG WARNER MUSIC GROUP CORP Communication Services 130,257.0 $3.3M 0.04% +17K +14.5% $25.54 +10.3%
52 UNP UNION PAC CORP Industrials 13,438.0 $3.3M 0.04% +2K +15.4% $242.62 +5.9%
53 PLTR PALANTIR TECHNOLOGIES INC Technology 22,045.0 $3.2M 0.04% +3K +15.2% $146.28 -12.2%
54 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 10,694.0 $3.1M 0.04% +1K +14.9% $290.49 -3.5%
55 CME CME GROUP INC Financial Services 9,508.0 $2.8M 0.03% +622.0 +7.0% $295.35 -16.6%
56 ALGN ALIGN TECHNOLOGY INC Healthcare 14,613.0 $2.5M 0.03% +219.0 +1.5% $171.43 +6.2%
57 BX BLACKSTONE INC Financial Services 21,690.0 $2.5M 0.03% +2K +10.5% $114.99 +7.7%
58 CNI CANADIAN NATL RY CO Industrials 23,867.0 $2.5M 0.03% +3K +11.8% $102.77 +10.4%
59 IWV ISHARES TR 6,264.0 $2.3M 0.03% +35.0 +0.6% $370.70 +14.6%
60 SBAC SBA COMMUNICATIONS CORP Real Estate 11,924.0 $2.1M 0.03% +1K +14.1% $172.11 +8.6%
Page 3 of 8  ·  150 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.6%
Financial Services 18.1%
Healthcare 11.7%
Consumer Cyclical 10.0%
Industrials 8.9%
Communication Services 8.0%
Consumer Defensive 6.2%
Energy 1.4%
Basic Materials 1.2%
Utilities 0.8%