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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 9 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XLU SELECT SECTOR SPDR TR 54,385.0 $2.5M 0.03% -2K -3.3% $45.89 -2.5%
162 SPYX SPDR SERIES TRUST 46,400.0 $2.5M 0.03% -473.0 -1.0% $53.03 +15.6%
163 HON HONEYWELL INTL INC Industrials 10,708.0 $2.4M 0.03% -626.0 -5.5% $226.03 +1.3%
164 UNH UNITEDHEALTH GROUP INC Healthcare 8,917.0 $2.4M 0.03% -3K -27.7% $270.60 +48.2%
165 NSC NORFOLK SOUTHN CORP Industrials 7,549.0 $2.2M 0.03% -107.0 -1.4% $287.00 +4.6%
166 SCHC SCHWAB STRATEGIC TR 46,338.0 $2.2M 0.03% -757.0 -1.6% $46.74 +5.6%
167 SPTM SPDR SERIES TRUST 27,062.0 $2.1M 0.03% -2K -7.4% $79.06 +15.0%
168 GEV GE VERNOVA INC Utilities 2,346.0 $2.0M 0.03% -51.0 -2.1% $872.73 +27.2%
169 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,056.0 $2.0M 0.02% -724.0 -15.2% $491.52 -5.5%
170 XLI SELECT SECTOR SPDR TR 12,161.0 $2.0M 0.02% -455.0 -3.6% $161.72 +11.9%
171 QCOM QUALCOMM INC Technology 15,254.0 $2.0M 0.02% -95.0 -0.6% $128.78 +75.6%
172 EA ELECTRONIC ARTS INC Communication Services 9,397.0 $1.9M 0.02% -4K -28.4% $203.87 -0.8%
173 NFLX NETFLIX INC. Communication Services 19,885.0 $1.9M 0.02% -1K -6.2% $96.15 -19.5%
174 VTIP VANGUARD MALVERN FDS 38,020.0 $1.9M 0.02% -15K -28.6% $49.95 +0.5%
175 NUSC NUSHARES ETF TR 42,076.0 $1.9M 0.02% -5K -10.2% $45.06 +13.3%
176 KMI KINDER MORGAN INC DEL Energy 53,369.0 $1.8M 0.02% -4K -6.5% $33.53 -5.8%
177 INFY INFOSYS LTD Technology 130,671.0 $1.8M 0.02% -28K -17.6% $13.51 -21.8%
178 ISHARES TR 76,908.0 $1.7M 0.02% -7K -7.9% $22.43
179 XLK SELECT SECTOR SPDR TR 12,930.0 $1.7M 0.02% -1K -8.7% $132.90 +44.0%
180 VEU VANGUARD INTL EQUITY INDEX F 21,885.0 $1.6M 0.02% -7K -23.4% $75.10 +13.1%
Page 9 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%