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Portfolio (Quarterly) Guide ↗

Modera Wealth Management, LLC

· CIK 0001542143
13F Portfolio $8.6B AUM 643 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 643 New
Page 12 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DUK DUKE ENERGY CORP NEW Utilities 28,214.0 $3.3M 0.04% NEW $117.21 +5.7%
222 VONV VANGUARD SCOTTSDALE FDS 35,560.0 $3.3M 0.04% NEW $92.30 +15.0%
223 SPSM SPDR SERIES TRUST 69,702.0 $3.3M 0.04% NEW $46.86 +19.2%
224 JMSI J P MORGAN EXCHANGE TRADED F 64,378.0 $3.2M 0.04% NEW $50.38 -0.2%
225 CMCSA COMCAST CORP NEW Communication Services 107,911.0 $3.2M 0.04% NEW $29.89 -25.0%
226 GD GENERAL DYNAMICS CORP Industrials 9,580.0 $3.2M 0.04% NEW $336.65 +4.0%
227 LOGI LOGITECH INTL S A Technology 31,776.0 $3.2M 0.04% NEW $100.22 +7.4%
228 GE GE AEROSPACE Industrials 10,206.0 $3.1M 0.04% NEW $308.02 +16.1%
229 CVS CVS HEALTH CORP Healthcare 39,080.0 $3.1M 0.04% NEW $79.36 +23.9%
230 GPN GLOBAL PMTS INC Industrials 39,915.0 $3.1M 0.04% NEW $77.40 -13.6%
231 BX BLACKSTONE INC Financial Services 19,628.0 $3.0M 0.04% NEW $154.14 -19.7%
232 GPC GENUINE PARTS CO Consumer Cyclical 24,551.0 $3.0M 0.04% NEW $122.96 -11.6%
233 DE DEERE & CO Industrials 6,279.0 $2.9M 0.03% NEW $465.57 +26.6%
234 INFY INFOSYS LTD Technology 158,516.0 $2.8M 0.03% NEW $17.82 -40.7%
235 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,780.0 $2.8M 0.03% NEW $579.41 -19.8%
236 INTC INTEL CORP Technology 74,966.0 $2.8M 0.03% NEW $36.90 +263.1%
237 UNP UNION PAC CORP Industrials 11,648.0 $2.7M 0.03% NEW $231.32 +11.1%
238 EA ELECTRONIC ARTS INC Communication Services 13,125.0 $2.7M 0.03% NEW $204.33 -1.1%
239 SPYX SPDR SERIES TRUST 46,873.0 $2.6M 0.03% NEW $56.19 +9.1%
240 VTIP VANGUARD MALVERN FDS 53,211.0 $2.6M 0.03% NEW $49.46 +1.5%
Page 12 of 33  ·  643 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 35.2%
Financial Services 18.6%
Healthcare 11.5%
Consumer Cyclical 10.0%
Communication Services 8.7%
Industrials 8.1%
Consumer Defensive 5.4%
Basic Materials 0.9%
Energy 0.9%
Utilities 0.7%