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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 16 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 XLY SELECT SECTOR SPDR TR 2,606.0 $284K 0.00% -24.0 -0.9% $108.98 +7.5%
302 MSI MOTOROLA SOLUTIONS INC Technology 648.0 $281K 0.00% -3K -80.1% $434.06 -9.0%
303 RL RALPH LAUREN CORP Consumer Cyclical 806.0 $277K 0.00% -223.0 -21.7% $343.99 +20.1%
304 IGV ISHARES TR 3,408.0 $273K 0.00% -681.0 -16.6% $80.05 +11.3%
305 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,782.0 $269K 0.00% -152.0 -3.9% $71.18 -13.5%
306 DG DOLLAR GEN CORP Consumer Defensive 2,237.0 $266K 0.00% -302.0 -11.9% $118.73 -4.4%
307 GM GENERAL MTRS CO Consumer Cyclical 3,493.0 $260K 0.00% -459.0 -11.6% $74.50 +6.4%
308 RSPT INVESCO EXCHANGE TRADED FD T 5,681.0 $257K 0.00% -68.0 -1.2% $45.26 +41.2%
309 ISHARES TR 5,552.0 $257K 0.00% -567.0 -9.3% $46.23
310 CAH CARDINAL HEALTH INC Healthcare 1,214.0 $256K 0.00% -7.0 -0.6% $211.25 +5.0%
311 BN BROOKFIELD CORP Financial Services 6,242.0 $253K 0.00% -346.0 -5.2% $40.47 +9.8%
312 AMT AMERICAN TOWER CORP Real Estate 1,454.0 $251K 0.00% -65.0 -4.3% $172.58 +2.0%
313 TOL TOLL BROTHERS INC Consumer Cyclical 1,782.0 $243K 0.00% -215.0 -10.8% $136.47 +14.1%
314 BCS BARCLAYS PLC Financial Services 11,469.0 $243K 0.00% -139.0 -1.2% $21.16 +24.3%
315 TROW PRICE T ROWE GROUP INC Financial Services 2,667.0 $240K 0.00% -16.0 -0.6% $90.13 +19.4%
316 ADI ANALOG DEVICES INC Technology 744.0 $237K 0.00% -12.0 -1.6% $317.93 +36.7%
317 TMUS T-MOBILE US INC Communication Services 1,113.0 $234K 0.00% -51.0 -4.4% $210.08 -13.5%
318 KR KROGER CO Consumer Defensive 3,177.0 $230K 0.00% -477.0 -13.1% $72.37 -21.8%
319 PFM INVESCO EXCHANGE TRADED FD T 4,355.0 $223K 0.00% -140.0 -3.1% $51.09 +8.0%
320 MLM MARTIN MARIETTA MATLS INC Basic Materials 376.0 $221K 0.00% -21.0 -5.3% $588.68 +3.5%
Page 16 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%