Modera Wealth Management, LLC Purchases in Q4 2025

Modera Wealth Management, LLC

  • $8.27 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ALGN
Align Technology Inc

Healthcare
1.29K
+ 9.8%
$125.79 - $144.49 $162K - $186K
14.4K $1.97M
CME
Cme Group Inc.

Financial Services
908
+ 11.38%
$261.53 - $285.04 $237K - $259K
8.89K $2.48M
MPC
Marathon Petroleum Corp

Energy
1.58K
New
$180.89 - $200.13 $286K - $316K
1.58K $315K
AVUV
American Centy ETF Tr Avantis

ETFs
3.38K
+ 27.96%
$95.19 - $100.66 $322K - $341K
15.5K $1.51M
EMB
Ishares Tr

ETFs
2.83K
+ 7.07%
$94.63 - $97.03 $268K - $275K
42.9K $4.12M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
898
+ 0.35%
$42.26 - $44.28 $37.9K - $39.8K
260K $11.4M
NYT
New York Times CO

Communication Services
4.16K
New
$54.66 - $64.49 $227K - $268K
4.16K $266K
FCF
First Commonwealth Financial Corp

Financial Services
16.6K
New
$15.29 - $17.0 $254K - $282K
16.6K $265K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.94K
+ 1.29%
$42.19 - $45.31 $81.7K - $87.8K
153K $6.8M
XLY
Select Sector Spdr Consumer Di

ETFs
1.15K
+ 77.94%
$228.75 - $242.18 $264K - $279K
2.63K $607K
KR
Kroger CO

Consumer Defensive
3.65K
New
$63.15 - $69.15 $231K - $253K
3.65K $243K
SHOP
Shopify Inc.

Technology
1.7K
+ 64.11%
$146.04 - $179.01 $248K - $303K
4.34K $633K
FCX
Freeport Mcmoran Inc

Basic Materials
5.78K
New
$38.65 - $43.31 $224K - $250K
5.78K $232K
JBL
Jabil Inc

Technology
1.08K
New
$193.99 - $222.32 $210K - $241K
1.08K $218K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.55K
New
$42.31 - $46.37 $193K - $211K
4.55K $210K
TM
Toyota Motor Corp

Consumer Cyclical
1.05K
New
$185.22 - $211.24 $195K - $222K
1.05K $209K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.97K
+ 25.38%
$100.37 - $100.72 $198K - $199K
9.75K $980K
DSTL
ETF Ser Solution Distillate Us

ETFs
3.43K
New
$56.27 - $58.55 $193K - $201K
3.43K $196K
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.84K
New
$85.04 - $106.29 $156K - $195K
1.84K $192K
DY
Dycom Industries Inc

Industrials
626
New
$279.52 - $298.82 $175K - $187K
626 $182K
ROK
Rockwell Automation, Inc

Industrials
415
+ 46.42%
$333.75 - $394.54 $139K - $164K
1.31K $493K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.53K
New
$117.6 - $129.07 $180K - $197K
1.53K $179K
ADI
Analog Devices Inc

Technology
756
New
$225.32 - $246.37 $170K - $186K
756 $173K
LUV
Southwest Airlines CO

Industrials
5.06K
New
$29.67 - $34.68 $150K - $175K
5.06K $165K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
467
+ 0.07%
$49.98 - $50.59 $23.3K - $23.6K
641K $32.2M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
2.69K
+ 47.69%
$72.07 - $81.51 $194K - $219K
8.33K $600K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.72K
+ 31.61%
$22.32 - $22.47 $150K - $151K
28K $624K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.75K
+ 4.04%
$47.98 - $48.33 $132K - $133K
70.7K $3.41M
ISRG
Intuitive Surgical Inc

Healthcare
18
+ 1.36%
$429.59 - $576.2 $7.73K - $10.4K
1.34K $732K
DE
Deere & CO

Industrials
27
+ 0.43%
$439.11 - $480.78 $11.9K - $13K
6.28K $2.99M
MAR
Marriott International Inc

Consumer Cyclical
33
+ 0.7%
$259.04 - $291.9 $8.55K - $9.63K
4.75K $1.36M
IBB
Ishares Biotechnology ETF

ETFs
25
+ 0.41%
$148.51 - $164.96 $3.71K - $4.12K
6.09K $999K
BAC
Bank Of America Corp

Financial Services
2.52K
+ 3.43%
$48.65 - $54.11 $123K - $136K
75.9K $3.91M
MCD
Mcdonalds Corp

Consumer Cyclical
254
+ 0.78%
$293.81 - $310.11 $74.6K - $78.8K
32.9K $10M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.11K
+ 34.61%
$50.57 - $50.77 $107K - $107K
8.22K $416K
WEST
Westrock Coffee Holdings, LLC
25K
New
$3.87 - $5.19 $96.8K - $130K
25K $101K
NTRA
Natera, Inc.

Healthcare
12
+ 0.54%
$160.21 - $209.5 $1.92K - $2.51K
2.23K $456K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
167
+ 0.29%
$142.82 - $150.36 $23.9K - $25.1K
57.2K $8.4M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
212
+ 6.61%
$426.99 - $455.46 $90.5K - $96.6K
3.42K $1.49M
GILD
Gilead Sciences, Inc.

Healthcare
284
+ 6.3%
$110.56 - $125.2 $31.4K - $35.6K
4.8K $595K
CMI
Cummins Inc

Industrials
6
+ 0.27%
$407.98 - $484.34 $2.45K - $2.91K
2.2K $1.02M
MS
Morgan Stanley

Financial Services
506
+ 6.73%
$151.86 - $169.92 $76.8K - $86K
8.02K $1.28M
CIEN
Ciena Corp

Technology
8
+ 0.49%
$151.45 - $209.52 $1.21K - $1.68K
1.66K $317K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
6.61K
+ 2.36%
$43.95 - $46.24 $291K - $306K
286K $12.7M
PFE
Pfizer Inc

Healthcare
3.88K
+ 6.42%
$24.23 - $27.37 $93.9K - $106K
64.2K $1.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
184
+ 0.19%
$653.02 - $687.39 $120K - $126K
96.6K $64.3M
CVX
Chevron Corp

Energy
538
+ 1.75%
$148.9 - $157.72 $80.1K - $84.9K
31.4K $4.85M
GE
General Electric CO

Industrials
252
+ 2.53%
$291.49 - $314.28 $73.5K - $79.2K
10.2K $3.06M
VDE
Vanguard Energy ETF

ETFs
357
+ 5.92%
$120.37 - $129.34 $43K - $46.2K
6.38K $825K
Activity Summary
Buys All Purchases 265 New Holdings 28 Increased Positions 237 Sells All Sells 312 Reductions 312 Sold out 0 Options Calls 0 Puts 0
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