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 401–450 of 643
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AOR | ISHARES TR | 10K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| ENB | ENBRIDGE INC | 14K | $500K+ | SH |
| VGSR | MANAGER DIRECTED PORTFOLIOS | 63K | $500K+ | SH |
| PAYX | PAYCHEX INC | 6K | $500K+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 14K | $500K+ | SH |
| OXY | OCCIDENTAL PETE CORP | 16K | $500K+ | SH |
| IYR | ISHARES TR | 7K | $500K+ | SH |
| USB | US BANCORP DEL | 12K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 6K | $500K+ | SH |
| MICC | MAGNUM ICE CREAM CO NV | 40K | $500K+ | SH |
| AMTM | AMENTUM HOLDINGS INC | 22K | $500K+ | SH |
| SPXN | PROSHARES TR | 9K | $500K+ | SH |
| DEO | DIAGEO PLC | 7K | $500K+ | SH |
| WH | WYNDHAM HOTELS & RESORTS INC | 8K | $500K+ | SH |
| IBTI | ISHARES TR | 28K | $500K+ | SH |
| FBNC | FIRST BANCORP N C | 12K | $500K+ | SH |
| TTE | TOTALENERGIES SE | 9K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 7K | $500K+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 4K | $500K+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 10K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 11K | $500K+ | SH |
| OEF | ISHARES TR | 2K | $500K+ | SH |
| CXM | SPRINKLR INC | 76K | $500K+ | SH |
| DXJ | WISDOMTREE TR | 4K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 5K | $500K+ | SH |
| AMP | AMERIPRISE FINL INC | 1K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 5K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| TEL | TE CONNECTIVITY PLC | 3K | $500K+ | SH |
| AOA | ISHARES TR | 6K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| EMXC | ISHARES INC | 8K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 1K | $500K+ | SH |
| WSFS | WSFS FINL CORP | 10K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 17K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 7K | $500K+ | SH |
| AME | AMETEK INC | 3K | $500K+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 8K | $500K+ | SH |
| FLRN | SPDR SERIES TRUST | 18K | $500K+ | SH |
| FVCB | FVCBANKCORP INC | 38K | $500K+ | SH |
| DLN | WISDOMTREE TR | 6K | $500K+ | SH |
| DFIP | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 6K | $500K+ | SH |
| DOW | DOW INC | 23K | $500K+ | SH |
| AZO | AUTOZONE INC | 156 | $500K+ | SH |
| PSX | PHILLIPS 66 | 4K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 4K | $500K+ | SH |
| D | DOMINION ENERGY INC | 9K | $500K+ | SH |
| FELC | FIDELITY COVINGTON TRUST | 14K | $500K+ | SH |