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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 16 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PRU PRUDENTIAL FINL INC Financial Services 12,339.0 $1.4M 0.02% NEW $112.88 -5.6%
302 TXN TEXAS INSTRS INC Technology 7,927.0 $1.4M 0.02% NEW $173.49 +86.1%
303 PAYC PAYCOM SOFTWARE INC Technology 8,557.0 $1.4M 0.02% NEW $159.35 -21.7%
304 ITW ILLINOIS TOOL WKS INC Industrials 5,486.0 $1.4M 0.02% NEW $246.30 +7.2%
305 CTVA CORTEVA INC Basic Materials 19,682.0 $1.3M 0.01% NEW $67.03 +17.2%
306 COF CAPITAL ONE FINL CORP Financial Services 5,417.0 $1.3M 0.01% NEW $242.34 -16.8%
307 ETSY INC 23,587.0 $1.3M 0.01% NEW $55.44
308 MU MICRON TECHNOLOGY INC Technology 4,514.0 $1.3M 0.01% NEW $285.42 +297.3%
309 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,322.0 $1.3M 0.01% NEW $293.57 +0.4%
310 ED CONSOLIDATED EDISON INC Utilities 12,592.0 $1.3M 0.01% NEW $99.32 +7.1%
311 FIW FIRST TR EXCHANGE-TRADED FD 11,503.0 $1.2M 0.01% NEW $108.64 -2.4%
312 MSI MOTOROLA SOLUTIONS INC Technology 3,256.0 $1.2M 0.01% NEW $383.32 +3.1%
313 SHM SPDR SERIES TRUST 25,248.0 $1.2M 0.01% NEW $47.99 -0.1%
314 MO ALTRIA GROUP INC Consumer Defensive 20,792.0 $1.2M 0.01% NEW $57.66 +19.9%
315 ETN EATON CORP PLC Industrials 3,696.0 $1.2M 0.01% NEW $318.50 +32.4%
316 SCHZ SCHWAB STRATEGIC TR 50,199.0 $1.2M 0.01% NEW $23.37 -1.1%
317 FBND FIDELITY MERRIMACK STR TR 25,289.0 $1.2M 0.01% NEW $46.04 -0.9%
318 BA BOEING CO Industrials 5,358.0 $1.2M 0.01% NEW $217.13 +2.6%
319 VHT VANGUARD WORLD FD 3,979.0 $1.1M 0.01% NEW $287.83 -2.6%
320 CARR CARRIER GLOBAL CORPORATION Industrials 21,216.0 $1.1M 0.01% NEW $52.84 +35.9%
Page 16 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%