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 201–250 of 643
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BAC | BANK AMERICA CORP | 76K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 77K | $1M+ | SH |
| EMB | ISHARES TR | 43K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 12K | $1M+ | SH |
| CAT | CATERPILLAR INC | 7K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 69K | $1M+ | SH |
| STM | STMICROELECTRONICS N V | 156K | $1M+ | SH |
| IJJ | ISHARES TR | 30K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 24K | $1M+ | SH |
| IQV | IQVIA HLDGS INC | 17K | $1M+ | SH |
| TIP | ISHARES TR | 34K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 125K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 4K | $1M+ | SH |
| ZTS | ZOETIS INC | 29K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 29K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 44K | $1M+ | SH |
| WMG | WARNER MUSIC GROUP CORP | 114K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 71K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 19K | $1M+ | SH |
| JNK | SPDR SERIES TRUST | 35K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 28K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 36K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 70K | $1M+ | SH |
| JMSI | J P MORGAN EXCHANGE TRADED F | 64K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 108K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 10K | $1M+ | SH |
| LOGI | LOGITECH INTL S A | 32K | $1M+ | SH |
| GE | GE AEROSPACE | 10K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 39K | $1M+ | SH |
| GPN | GLOBAL PMTS INC | 40K | $1M+ | SH |
| BX | BLACKSTONE INC | 20K | $1M+ | SH |
| GPC | GENUINE PARTS CO | 25K | $1M+ | SH |
| DE | DEERE & CO | 6K | $1M+ | SH |
| INFY | INFOSYS LTD | 159K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 5K | $1M+ | SH |
| INTC | INTEL CORP | 75K | $1M+ | SH |
| UNP | UNION PAC CORP | 12K | $1M+ | SH |
| EA | ELECTRONIC ARTS INC | 13K | $1M+ | SH |
| SPYX | SPDR SERIES TRUST | 47K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 53K | $1M+ | SH |
| QCOM | QUALCOMM INC | 15K | $1M+ | SH |
| XBI | SPDR SERIES TRUST | 21K | $1M+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 34K | $1M+ | SH |
| EPS | WISDOMTREE TR | 35K | $1M+ | SH |
| DSI | ISHARES TR | 19K | $1M+ | SH |
| EAGG | ISHARES TR | 51K | $1M+ | SH |
| CME | CME GROUP INC | 9K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 29K | $1M+ | SH |
| IWV | ISHARES TR | 6K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 56K | $1M+ | SH |