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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 15 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NULV NUSHARES ETF TR 7,799.0 $355K 0.00% -370.0 -4.5% $45.50 +9.3%
282 SCHH SCHWAB STRATEGIC TR 16,477.0 $354K 0.00% -71K -81.1% $21.49 +8.8%
283 WBD WARNER BROS DISCOVERY INC Communication Services 12,700.0 $349K 0.00% -97.0 -0.8% $27.46 -4.6%
284 HYG ISHARES TR 4,355.0 $346K 0.00% -254.0 -5.5% $79.56 +0.6%
285 SPGI S&P GLOBAL INC Financial Services 809.0 $344K 0.00% -85.0 -9.5% $425.55 -3.4%
286 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,501.0 $338K 0.00% -75.0 -2.1% $96.47 +6.3%
287 SHOP SHOPIFY INC Technology 2,795.0 $332K 0.00% -2K -35.6% $118.62 -8.2%
288 IDEV ISHARES TR 3,960.0 $331K 0.00% -57.0 -1.4% $83.57 +7.2%
289 FCX FREEPORT MCMORAN INC Basic Materials 5,583.0 $328K 0.00% -200.0 -3.5% $58.78 +16.8%
290 PPL PPL CORP Utilities 8,572.0 $327K 0.00% -15K -64.3% $38.20 -7.4%
291 FVCB FVCBANKCORP INC Financial Services 21,438.0 $326K 0.00% -17K -44.1% $15.19 +9.5%
292 RPM RPM INTL INC Basic Materials 3,274.0 $325K 0.00% -484.0 -12.9% $99.40 +8.7%
293 AJG GALLAGHER ARTHUR J & CO Financial Services 1,496.0 $324K 0.00% -53.0 -3.4% $216.62 -1.2%
294 SOXX ISHARES TR 979.0 $322K 0.00% -40.0 -3.9% $328.66 +94.6%
295 FITB FIFTH THIRD BANCORP Financial Services 6,727.0 $313K 0.00% -1K -18.2% $46.46 +13.5%
296 J P MORGAN EXCHANGE TRADED F 6,106.0 $309K 0.00% -2K -25.7% $50.61
297 CENCORA INC 974.0 $306K 0.00% -126.0 -11.4% $314.08
298 EQT EQT CORP Energy 4,750.0 $302K 0.00% -76.0 -1.6% $63.64 -20.3%
299 TEL TE CONNECTIVITY PLC Technology 1,427.0 $298K 0.00% -1K -44.0% $209.03 +4.1%
300 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,792.0 $296K 0.00% -34.0 -1.9% $165.14 +7.6%
Page 15 of 17  ·  333 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%