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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 24 of 32  ·  635 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CCJ CAMECO CORP Energy 3,972.0 $431K 0.01% -558.0 -12.3% $108.61 -2.0%
462 COWZ PACER FDS TR 6,864.0 $429K 0.01% +1K +21.5% $62.56 -1.2%
463 WELL WELLTOWER INC Real Estate 2,163.0 $428K 0.01% +326.0 +17.8% $197.67 +4.5%
464 IXUS ISHARES TR 4,910.0 $425K 0.01% -392.0 -7.4% $86.63 +11.9%
465 EES WISDOMTREE TR 7,321.0 $425K 0.01% $58.05 +13.0%
466 WSO WATSCO INC Industrials 1,162.0 $423K 0.01% $363.79 +10.2%
467 NKE NIKE INC Consumer Cyclical 7,942.0 $420K 0.01% -88.0 -1.1% $52.82 -14.4%
468 ES EVERSOURCE ENERGY Utilities 5,985.0 $415K 0.01% -640.0 -9.7% $69.28 +0.4%
469 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 27,647.0 $413K 0.01% -13K -31.2% $14.95 +12.2%
470 VRSN VERISIGN INC Technology 1,661.0 $413K 0.01% -14.0 -0.8% $248.36 +6.6%
471 JCI JOHNSON CONTROLS INTERNATION Industrials 3,140.0 $411K 0.01% +765.0 +32.2% $130.95 +10.6%
472 VGIT VANGUARD SCOTTSDALE FDS 6,778.0 $404K 0.01% +957.0 +16.4% $59.55 -1.2%
473 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,419.0 $401K 0.01% -67.0 -4.5% $282.37 +28.8%
474 DELL DELL TECHNOLOGIES INC Technology 2,415.0 $396K 0.01% NEW $164.12 +149.5%
475 FLEX FLEXTRONICS INTL LTD Technology 6,031.0 $395K 0.01% -1K -14.3% $65.46 +125.5%
476 GILD GILEAD SCIENCES INC Healthcare 2,821.0 $393K 0.01% -2K -41.2% $139.39 -11.2%
477 ED CONSOLIDATED EDISON INC Utilities 3,471.0 $393K 0.01% -9K -72.4% $113.18 -6.0%
478 GIS GENERAL MILLS INC Consumer Defensive 10,538.0 $392K 0.01% -4K -27.8% $37.22 -10.2%
479 PPA INVESCO EXCHANGE TRADED FD T 2,347.0 $389K 0.01% +86.0 +3.8% $165.71 +5.8%
480 C CITIGROUP INC Financial Services 3,428.0 $389K 0.01% -3K -50.1% $113.41 +26.1%
Page 24 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%