CIK 1542143
Modera Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
643
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 643
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NKE | NIKE INC | 8K | $500K+ | SH |
| NTRA | NATERA INC | 2K | $500K+ | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 6K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 1K | $500K+ | SH |
| LIN | LINDE PLC | 1K | $500K+ | SH |
| ECL | ECOLAB INC | 2K | $500K+ | SH |
| PDEC | INNOVATOR ETFS TRUST | 12K | $500K+ | SH |
| PKG | PACKAGING CORP AMER | 2K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 2K | $100K–$500K | SH |
| EEMX | SPDR INDEX SHS FDS | 11K | $100K–$500K | SH |
| LQD | ISHARES TR | 4K | $100K–$500K | SH |
| VTWG | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 7K | $100K–$500K | SH |
| XSD | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 894 | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| PSTP | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| SHEL | SHELL PLC | 6K | $100K–$500K | SH |
| ACWI | ISHARES TR | 3K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| VVR | INVESCO SR INCOME TR | 139K | $100K–$500K | SH |
| IXUS | ISHARES TR | 5K | $100K–$500K | SH |
| BHRB | BURKE HERBERT FINL SVCS CORP | 7K | $100K–$500K | SH |
| ICVT | ISHARES TR | 5K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 10K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY | 7K | $100K–$500K | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 4K | $100K–$500K | SH |
| NBBK | NB BANCORP INC | 22K | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 3K | $100K–$500K | SH |
| IGV | ISHARES TR | 4K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 1K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 2K | $100K–$500K | SH |
| DDWM | WISDOMTREE TR | 10K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 486 | $100K–$500K | SH |
| FLEX | FLEX LTD | 7K | $100K–$500K | SH |
| NEM | NEWMONT CORP | 4K | $100K–$500K | SH |
| STT | STATE STR CORP | 3K | $100K–$500K | SH |
| EES | WISDOMTREE TR | 7K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| CCJ | CAMECO CORP | 5K | $100K–$500K | SH |
| VRSN | VERISIGN INC | 2K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 2K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 2K | $100K–$500K | SH |
| IDV | ISHARES TR | 10K | $100K–$500K | SH |
| WSO | WATSCO INC | 1K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 3K | $100K–$500K | SH |
| RPM | RPM INTL INC | 4K | $100K–$500K | SH |
| DFAW | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| CIEN | CIENA CORP | 2K | $100K–$500K | SH |