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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 14 of 32  ·  635 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NFLX NETFLIX INC. Communication Services 19,885.0 $1.9M 0.02% -1K -6.2% $96.15 -19.5%
262 ACN ACCENTURE PLC IRELAND Technology 9,622.0 $1.9M 0.02% +1K +17.0% $198.30 -35.5%
263 VTIP VANGUARD MALVERN FDS 38,020.0 $1.9M 0.02% -15K -28.6% $49.95 +0.5%
264 NUSC NUSHARES ETF TR 42,076.0 $1.9M 0.02% -5K -10.2% $45.06 +13.3%
265 AVUV AMERICAN CENTY ETF TR 16,739.0 $1.8M 0.02% +1K +8.1% $110.47 +10.4%
266 KMI KINDER MORGAN INC DEL Energy 53,369.0 $1.8M 0.02% -4K -6.5% $33.53 -5.8%
267 INFY INFOSYS LTD Technology 130,671.0 $1.8M 0.02% -28K -17.6% $13.51 -21.8%
268 PRF INVESCO EXCHANGE TRADED FD T 36,812.0 $1.7M 0.02% +910.0 +2.5% $47.53 +13.3%
269 CTVA CORTEVA INC Basic Materials 20,775.0 $1.7M 0.02% +1K +5.5% $83.71 -6.1%
270 ISHARES TR 76,908.0 $1.7M 0.02% -7K -7.9% $22.43
271 XLK SELECT SECTOR SPDR TR 12,930.0 $1.7M 0.02% -1K -8.7% $132.90 +44.0%
272 RH RH Consumer Cyclical 12,020.0 $1.7M 0.02% NEW $139.82 +5.9%
273 ISHARES TR 72,602.0 $1.7M 0.02% +2K +3.1% $22.92
274 NUE NUCOR CORP Basic Materials 9,796.0 $1.7M 0.02% $169.11 +44.2%
275 VEU VANGUARD INTL EQUITY INDEX F 21,885.0 $1.6M 0.02% -7K -23.4% $75.10 +13.1%
276 L LOEWS CORP Financial Services 15,000.0 $1.6M 0.02% -274.0 -1.8% $106.74 +0.5%
277 MMM 3M CO Industrials 10,990.0 $1.6M 0.02% -403.0 -3.5% $145.23 +10.6%
278 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,869.0 $1.6M 0.02% +122.0 +2.6% $327.08 +21.1%
279 COP CONOCOPHILLIPS Energy 11,962.0 $1.6M 0.02% +1K +11.4% $132.00 -18.4%
280 ITW ILLINOIS TOOL WKS INC Industrials 6,020.0 $1.6M 0.02% +534.0 +9.7% $260.29 +1.5%
Page 14 of 32  ·  635 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%