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
BCS
Barclays PLC

Financial Services
124
+ 1.08%
$19.36 - $22.51 $2.4K - $2.79K
11.6K $251K
KEYS
Keysight Technologies, Inc.

Technology
39
+ 2.7%
$159.49 - $186.18 $6.22K - $7.26K
1.49K $266K
PPL
Ppl Corp

Utilities
587
+ 2.5%
$36.25 - $37.97 $21.3K - $22.3K
24K $884K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
408
+ 0.81%
$47.89 - $48.53 $19.5K - $19.8K
50.9K $2.44M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
826
+ 1.58%
$49.98 - $50.22 $41.3K - $41.5K
53.2K $2.66M
DAL
Delta Air Lines, Inc.

Industrials
57
+ 1.51%
$55.65 - $62.32 $3.17K - $3.55K
3.84K $224K
BK
Bank Of New York Mellon Corp

Financial Services
10
+ 0.2%
$104.54 - $112.64 $1.05K - $1.13K
5.04K $556K
SHW
Sherwin Williams CO

Basic Materials
75
+ 5.97%
$330.74 - $354.45 $24.8K - $26.6K
1.33K $442K
WSFS
Wsfs Financial Corp

Financial Services
3
+ 0.03%
$50.35 - $55.45 $151 - $166
10.2K $557K
AOA
Ishares Tr Core Aggressive All

ETFs
25
+ 0.39%
$86.51 - $90.12 $2.16K - $2.25K
6.46K $573K
USB
Us Bancorp \De\

Financial Services
779
+ 6.95%
$45.28 - $48.26 $35.3K - $37.6K
12K $545K
DOW
Dow Inc.

Basic Materials
173
+ 0.77%
$20.65 - $25.73 $3.57K - $4.45K
22.8K $522K
RY
Royal Bank Of Canada

Financial Services
34
+ 0.41%
$143.64 - $149.05 $4.88K - $5.07K
8.34K $1.23M
TT
Trane Technologies PLC

Industrials
15
+ 1.64%
$408.5 - $448.65 $6.13K - $6.73K
931 $389K
CHK
Chesapeake Energy Corp

Energy
8
+ 0.4%
N/A
2.01K $172K
TOL
Toll Brothers, Inc.

Consumer Cyclical
117
+ 6.22%
$127.26 - $142.72 $14.9K - $16.7K
2K $260K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
65
+ 0.37%
$8.93 - $9.14 $580 - $594
17.5K $157K
DFSE
Dimensional ETF Tr Dimen Emrgn
200
+ 1.2%
N/A
16.9K $0
Ge Healthcare Technologies I
23
+ 0.59%
N/A
3.93K $0
Te Connectivity PLC
5
+ 0.2%
N/A
2.55K $0
Arista Networks Inc
977
+ 13.88%
N/A
8.02K $0
QTUM
ETF Ser Solutions Defiance Qua
1.85K
New
N/A
1.85K $0
Dimensional ETF Trust
1
+ 0.0%
N/A
34K $0
Dimensional ETF Trust
357
+ 0.95%
N/A
38.1K $0
Magnum Ice Cream CO Nv
40.2K
New
N/A
40.2K $0
Linde PLC
36
+ 3.12%
N/A
1.19K $0
Nuveen Churchill Direct Lend
560
+ 3.06%
N/A
18.8K $0
Qnity Electronics Inc
11.5K
New
N/A
11.5K $0
Ge Vernova Inc
33
+ 1.4%
N/A
2.4K $0
TOTB.DE
Total Energies Se

Energy
9.31K
New
N/A
9.31K $0
Brookfield Corp
2.23K
+ 51.1%
N/A
6.59K $0
Unilever PLC
185K
New
N/A
185K $0
Profesionally Managed Portfo
91.1K
New
N/A
91.1K $0
Gsk PLC
4.25K
New
N/A
4.25K $0
Putnam ETF Trust
17.1K
New
N/A
17.1K $0
Putnam ETF Trust
14.7K
New
N/A
14.7K $0
TROW
Price T Rowe Group Inc

Financial Services
10
+ 0.37%
$101.07 - $106.13 $1.01K - $1.06K
2.68K $272K
WST
West Pharmaceutical Services Inc

Healthcare
4
+ 0.14%
$261.17 - $307.25 $1.04K - $1.23K
2.81K $733K
ADM
Archer Daniels Midland CO

Consumer Defensive
52
+ 1.09%
$56.0 - $63.38 $2.91K - $3.3K
4.81K $281K
XLI
Industrial Sector Spdr

ETFs
167
+ 1.34%
$149.9 - $155.79 $25K - $26K
12.6K $1.92M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
206
+ 1.49%
$4.65 - $5.25 $958 - $1.08K
14.1K $68K
RDNT
Rad Net, Inc.

Healthcare
3
+ 0.1%
$70.6 - $83.41 $212 - $250
3.01K $226K
IWC
Russell Micro Cap ETF

ETFs
1
+ 0.02%
$147.86 - $159.95 $148 - $160
6.51K $966K
FNB
Fnb Corp

Financial Services
19
+ 0.11%
$14.65 - $16.47 $278 - $313
17.9K $283K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4
+ 0.09%
$74.62 - $78.21 $298 - $313
4.23K $316K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
8
+ 0.23%
$76.99 - $79.92 $616 - $639
3.42K $266K
C
Citigroup Inc

Financial Services
165
+ 2.46%
$93.93 - $102.87 $15.5K - $17K
6.87K $674K
EWA
Ishares Msci Australia ETF

ETFs
102
+ 1.22%
$25.94 - $27.52 $2.65K - $2.81K
8.49K $220K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
63
+ 0.35%
$37.19 - $37.8 $2.34K - $2.38K
17.9K $665K
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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