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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 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PPG PPG INDS INC Basic Materials 4,067.0 $435K 0.01% +737.0 +22.1% $106.88 +10.6%
122 STT STATE STR CORP Financial Services 3,417.0 $433K 0.01% +184.0 +5.7% $126.58 +33.0%
123 SHW SHERWIN WILLIAMS CO Basic Materials 1,347.0 $432K 0.01% +15.0 +1.1% $320.48 +0.1%
124 COWZ PACER FDS TR 6,864.0 $429K 0.01% +1K +21.5% $62.56 -1.2%
125 WELL WELLTOWER INC Real Estate 2,163.0 $428K 0.01% +326.0 +17.8% $197.67 +4.5%
126 JCI JOHNSON CONTROLS INTERNATION Industrials 3,140.0 $411K 0.01% +765.0 +32.2% $130.95 +10.6%
127 VGIT VANGUARD SCOTTSDALE FDS 6,778.0 $404K 0.01% +957.0 +16.4% $59.55 -1.2%
128 PPA INVESCO EXCHANGE TRADED FD T 2,347.0 $389K 0.01% +86.0 +3.8% $165.71 +5.8%
129 PFF ISHARES TR 12,804.0 $388K 0.01% +720.0 +6.0% $30.32 +3.0%
130 DLS WISDOMTREE TR 4,674.0 $381K 0.01% +1K +36.8% $81.51 +5.8%
131 APH AMPHENOL CORP Technology 2,993.0 $378K 0.01% +98.0 +3.4% $126.37 +29.7%
132 BWXT BWX TECHNOLOGIES INC Industrials 1,757.0 $359K 0.00% +77.0 +4.6% $204.49 +0.4%
133 SPMB SPDR SERIES TRUST 15,994.0 $358K 0.00% +2K +11.2% $22.39 -0.4%
134 SNOW SNOWFLAKE INC Technology 2,256.0 $340K 0.00% +500.0 +28.5% $150.82 +54.0%
135 ET ENERGY TRANSFER L P Energy 17,539.0 $339K 0.00% +4K +28.6% $19.30 -2.9%
136 EFG ISHARES TR 3,015.0 $336K 0.00% +682.0 +29.2% $111.37 +12.3%
137 FISV FISERV INC Technology 5,270.0 $294K 0.00% +40.0 +0.8% $55.80 -14.2%
138 FCF FIRST COMWLTH FINL CORP PA Financial Services 16,707.0 $294K 0.00% +123.0 +0.7% $17.58 +11.1%
139 JBL JABIL INC Technology 1,100.0 $292K 0.00% +17.0 +1.6% $265.63 +40.0%
140 HEFA ISHARES TR 6,440.0 $274K 0.00% +68.0 +1.1% $42.50 +10.5%
Page 7 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%