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 551–600 of 643
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BWXT | BWX TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 2K | $100K–$500K | SH |
| NYT | NEW YORK TIMES CO | 4K | $100K–$500K | SH |
| IYH | ISHARES TR | 4K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 2K | $100K–$500K | SH |
| FCF | FIRST COMWLTH FINL CORP PA | 17K | $100K–$500K | SH |
| IQLT | ISHARES TR | 6K | $100K–$500K | SH |
| HASI | HA SUSTAINABLE INFRA CAP INC | 9K | $100K–$500K | SH |
| EFX | EQUIFAX INC | 1K | $100K–$500K | SH |
| DLS | WISDOMTREE TR | 3K | $100K–$500K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 5K | $100K–$500K | SH |
| TROW | PRICE T ROWE GROUP INC | 3K | $100K–$500K | SH |
| SCHO | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| LEMB | ISHARES INC | 7K | $100K–$500K | SH |
| TOL | TOLL BROTHERS INC | 2K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL | 4K | $100K–$500K | SH |
| EFG | ISHARES TR | 2K | $100K–$500K | SH |
| HEFA | ISHARES TR | 6K | $100K–$500K | SH |
| ITA | ISHARES TR | 1K | $100K–$500K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| RGLD | ROYAL GOLD INC | 1K | $100K–$500K | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 964 | $100K–$500K | SH |
| VFMF | VANGUARD WELLINGTON FD | 2K | $100K–$500K | SH |
| EQT | EQT CORP | 5K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| LULU | LULULEMON ATHLETICA INC | 1K | $100K–$500K | SH |
| AGI | ALAMOS GOLD INC NEW | 7K | $100K–$500K | SH |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | 19K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 1K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| SPSB | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 397 | $100K–$500K | SH |
| JBL | JABIL INC | 1K | $100K–$500K | SH |
| LTPZ | PIMCO ETF TR | 5K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 4K | $100K–$500K | SH |
| DDLS | WISDOMTREE TR | 6K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 1K | $100K–$500K | SH |
| PFM | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| AN | AUTONATION INC | 1K | $100K–$500K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 699 | $100K–$500K | SH |
| SXI | STANDEX INTL CORP | 1K | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC | 1K | $100K–$500K | SH |
| KR | KROGER CO | 4K | $100K–$500K | SH |
| KKR | KKR & CO INC | 2K | $100K–$500K | SH |
| DLTR | DOLLAR TREE INC | 2K | $100K–$500K | SH |
| TM | TOYOTA MOTOR CORP | 1K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 14K | $100K–$500K | SH |