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 601–643 of 643
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EWA | ISHARES INC | 8K | $100K–$500K | SH |
| EXE | EXPAND ENERGY CORPORATION | 2K | $100K–$500K | SH |
| HUM | HUMANA INC | 865 | $100K–$500K | SH |
| F | FORD MTR CO | 17K | $100K–$500K | SH |
| DFAR | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| YUMC | YUM CHINA HLDGS INC | 5K | $100K–$500K | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 2K | $100K–$500K | SH |
| WTRG | ESSENTIAL UTILS INC | 6K | $100K–$500K | SH |
| USMV | ISHARES TR | 2K | $100K–$500K | SH |
| SPIB | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| RDNT | RADNET INC | 3K | $100K–$500K | SH |
| RF | REGIONS FINANCIAL CORP NEW | 8K | $100K–$500K | SH |
| IDU | ISHARES TR | 2K | $100K–$500K | SH |
| DY | DYCOM INDS INC | 626 | $100K–$500K | SH |
| GOVT | ISHARES TR | 9K | $100K–$500K | SH |
| PTC | PTC INC | 1K | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLS CO | 5K | $100K–$500K | SH |
| GSK | GSK PLC | 4K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 2K | $100K–$500K | SH |
| ABNB | AIRBNB INC | 2K | $100K–$500K | SH |
| FRT | FEDERAL RLTY INVT TR NEW | 2K | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 974 | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 756 | $100K–$500K | SH |
| QTUM | ETF SER SOLUTIONS | 2K | $100K–$500K | SH |
| MP | MP MATERIALS CORP | 4K | $100K–$500K | SH |
| DSTL | ETF SER SOLUTIONS | 3K | $100K–$500K | SH |
| DNA | GINKGO BIOWORKS HOLDINGS INC | 22K | $100K–$500K | SH |
| VLY | VALLEY NATL BANCORP | 15K | $100K–$500K | SH |
| NUV | NUVEEN MUN VALUE FD INC | 17K | $100K–$500K | SH |
| FTMA | PUTNAM ETF TRUST | 17K | $100K–$500K | SH |
| BTX | BLACKROCK TECH AND PRIVATE E | 19K | $100K–$500K | SH |
| ODV | OSISKO DEVELOPMENT CORP | 35K | $100K–$500K | SH |
| FTMU | PUTNAM ETF TRUST | 15K | $100K–$500K | SH |
| GAB | GABELLI EQUITY TR INC | 17K | $100K–$500K | SH |
| WEST | WESTROCK COFFEE CO | 25K | $100K–$500K | SH |
| JBLU | JETBLUE AWYS CORP | 22K | $100K–$500K | SH |
| TDOC | TELADOC HEALTH INC | 11K | $50K–$100K | SH |
| VRAR | GLIMPSE GROUP INC | 82K | $50K–$100K | SH |
| GGN | GAMCO GLOBAL GOLD NAT RES & | 14K | $50K–$100K | SH |
| KOPN | KOPIN CORP | 23K | $50K–$100K | SH |
| NNDM | NANO DIMENSION LTD | 17K | $15K–$50K | SH |
| ZVIA | ZEVIA PBC | 10K | $15K–$50K | SH |
| BNC | CEA INDUSTRIES INC | 20K | N/A | SH |