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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 8 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ITA ISHARES TR 1,248.0 $273K 0.00% +25.0 +2.0% $218.73 +9.3%
142 EFX EQUIFAX INC Industrials 1,444.0 $260K 0.00% +168.0 +13.2% $180.13 -14.5%
143 YUMC YUM CHINA HLDGS INC Consumer Cyclical 5,125.0 $250K 0.00% +575.0 +12.6% $48.78 -12.0%
144 MDT MEDTRONIC PLC Healthcare 2,857.0 $248K 0.00% +264.0 +10.2% $86.66 -8.4%
145 GSK GSK PLC Healthcare 4,390.0 $242K 0.00% +140.0 +3.3% $55.19 -8.2%
146 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,259.0 $240K 0.00% +214.0 +10.5% $106.21 +13.4%
147 USMV ISHARES TR 2,534.0 $235K 0.00% +241.0 +10.5% $92.74 +1.6%
148 GOVT ISHARES TR 9,231.0 $211K 0.00% +140.0 +1.5% $22.91 -0.7%
149 F FORD MTR CO Consumer Cyclical 16,998.0 $196K 0.00% +319.0 +1.9% $11.54 +21.8%
150 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 14,263.0 $76K 0.00% +194.0 +1.4% $5.32 -6.4%
Page 8 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%