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
PH
Parker Hannifin Corp

Industrials
35
+ 7.76%
$716.66 - $857.93 $25.1K - $30K
486 $404K
L
Loews Corp

Financial Services
15
+ 0.1%
$97.8 - $104.41 $1.47K - $1.57K
15.3K $1.59M
PRU
Prudential Financial Inc

Financial Services
194
+ 1.6%
$99.13 - $107.85 $19.2K - $20.9K
12.3K $1.32M
GLDM
World Gold Trust

ETFs
315
+ 4.04%
$76.32 - $86.69 $24K - $27.3K
8.11K $655K
ES
Eversource Energy

Utilities
613
+ 10.2%
$70.59 - $74.88 $43.3K - $45.9K
6.63K $485K
AEP
American Electric Power CO Inc

Utilities
74
+ 1.35%
$112.75 - $122.73 $8.34K - $9.08K
5.55K $672K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
887
+ 1.06%
$139.66 - $144.52 $124K - $128K
84.5K $12M
VOOV
Vanguard S&P 500 Value ETF

ETFs
111
+ 1.19%
$195.54 - $204.93 $21.7K - $22.7K
9.43K $1.91M
APH
Amphenol Corp

Technology
164
+ 6.01%
$121.7 - $143.85 $20K - $23.6K
2.9K $387K
SHEL
Shell PLC

Energy
325
+ 5.51%
$71.37 - $77.01 $23.2K - $25K
6.23K $471K
WBD
Warner Bros. Discovery, Inc.

Communication Services
75
+ 0.59%
$17.1 - $23.05 $1.28K - $1.73K
12.8K $294K
ROST
Ross Stores, Inc.

Consumer Cyclical
64
+ 1.5%
$147.71 - $162.85 $9.45K - $10.4K
4.34K $696K
GM
General Motors CO

Consumer Cyclical
102
+ 2.65%
$55.35 - $71.89 $5.65K - $7.33K
3.95K $278K
CB
Chubb LTD

Financial Services
66
+ 3.66%
$268.2 - $296.22 $17.7K - $19.6K
1.87K $551K
OXY
Occidental Petroleum Corp

Energy
2.29K
+ 17.1%
$39.75 - $47.72 $90.9K - $109K
15.7K $670K
NVS
Novartis Ag

Healthcare
141
+ 2.68%
$121.8 - $132.39 $17.2K - $18.7K
5.4K $710K
WELL
Welltower Inc.

Real Estate
30
+ 1.66%
$165.94 - $193.82 $4.98K - $5.81K
1.84K $356K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
471
+ 8.21%
$68.28 - $84.44 $32.2K - $39.8K
6.21K $472K
ED
Consolidated Edison Inc

Utilities
192
+ 1.55%
$96.11 - $102.39 $18.5K - $19.7K
12.6K $1.28M
AEM
Agnico Eagle Mines LTD

Basic Materials
207
+ 6.17%
$155.17 - $185.52 $32.1K - $38.4K
3.56K $599K
FNDF
Schwab Fundamental Intl Large

ETFs
4
+ 0.02%
$42.35 - $45.18 $169 - $181
17.8K $797K
GD
General Dynamics Corp

Industrials
4
+ 0.04%
$330.59 - $353.77 $1.32K - $1.42K
9.58K $3.3M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
375
+ 16.14%
$87.56 - $111.7 $32.8K - $41.9K
2.7K $262K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
781
+ 3.19%
$47.86 - $48.14 $37.4K - $37.6K
25.2K $1.21M
ITA
Ishares Tr

ETFs
169
+ 16.03%
$205.04 - $218.9 $34.7K - $37K
1.22K $251K
CEG
Constellation Energy Corp

Utilities
23
+ 1.02%
$335.74 - $401.43 $7.72K - $9.23K
2.27K $768K
WPM
Wheaton Precious Metals Corp.

Basic Materials
426
+ 20.95%
$94.37 - $113.5 $40.2K - $48.4K
2.46K $256K
BP
Bp PLC

Energy
251
+ 2.78%
$32.78 - $37.35 $8.23K - $9.37K
9.27K $338K
JCI
Johnson Controls International PLC

Industrials
60
+ 2.59%
$105.55 - $122.66 $6.33K - $7.36K
2.38K $281K
GBIL
Goldman Sachs Access Treasury

ETFs
281
+ 3.58%
$99.91 - $100.24 $28.1K - $28.2K
8.12K $812K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
113
+ 0.74%
$68.22 - $71.43 $7.71K - $8.07K
15.4K $1.08M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
403
+ 0.62%
N/A
65K $4.06M
PWR
Quanta Services, Inc.

Industrials
11
+ 0.83%
$412.21 - $453.83 $4.53K - $4.99K
1.34K $576K
NEM
Newmont Corp

Basic Materials
150
+ 3.65%
$78.63 - $98.27 $11.8K - $14.7K
4.26K $370K
SOXX
Ishares Semiconductor ETF

ETFs
16
+ 1.6%
$271.99 - $309.6 $4.35K - $4.95K
1.02K $294K
ENB
Enbridge Inc

Energy
1.21K
+ 9.61%
$46.39 - $50.07 $55.9K - $60.4K
13.8K $656K
ALL
Allstate Corp

Financial Services
105
+ 4.68%
$190.0 - $214.3 $20K - $22.5K
2.35K $503K
PANW
Palo Alto Networks Inc

Technology
75
+ 2.48%
$204.77 - $221.38 $15.4K - $16.6K
3.1K $636K
ABC
Amerisourcebergen Corp

Healthcare
116
+ 11.79%
N/A
1.1K $203K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5
+ 0.02%
$31.28 - $33.46 $156 - $167
20.5K $679K
TMUS
T Mobile Us, Inc.

Communication Services
202
+ 21.0%
$201.01 - $233.26 $40.6K - $47.1K
1.16K $251K
RL
Ralph Lauren Corp

Consumer Cyclical
4
+ 0.39%
$309.29 - $340.21 $1.24K - $1.36K
1.03K $341K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
500
+ 7.33%
$53.25 - $56.36 $26.6K - $28.2K
7.32K $400K
VGIT
Vanguard Intermediate Term Tre

ETFs
309
+ 5.61%
$59.84 - $60.54 $18.5K - $18.7K
5.82K $349K
FVCB
Fvc Bankcorp, Inc.

Financial Services
3.03K
+ 8.57%
$11.98 - $13.04 $36.3K - $39.5K
38.4K $483K
FLEX
Flex Ltd.

Technology
25
+ 0.36%
$56.13 - $66.1 $1.4K - $1.65K
7.04K $422K
STT
State Street Corp

Financial Services
113
+ 3.62%
$111.0 - $121.11 $12.5K - $13.7K
3.23K $377K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.13%
$242.67 - $261.79 $1.21K - $1.31K
3.93K $983K
VGSH
Vanguard

ETFs
276
+ 2.79%
$58.64 - $58.96 $16.2K - $16.3K
10.2K $598K
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
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email