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
KKR
Kkr & Co. Inc.

Financial Services
84
+ 4.93%
$117.52 - $127.65 $9.87K - $10.7K
1.79K $214K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
21
+ 1.46%
$309.99 - $353.65 $6.51K - $7.43K
1.46K $451K
BWXT
Bwx Technologies, Inc.

Industrials
11
+ 0.66%
$177.88 - $215.86 $1.96K - $2.37K
1.68K $299K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
7
+ 0.58%
$160.66 - $181.39 $1.12K - $1.27K
1.22K $207K
AGI
Alamos Gold Inc

Basic Materials
23
+ 0.35%
$30.01 - $37.47 $690 - $862
6.53K $217K
RF
Regions Financial Corp

Financial Services
46
+ 0.59%
$23.35 - $26.39 $1.07K - $1.21K
7.91K $197K
ICF
Ishares Tr

ETFs
34
+ 0.24%
$59.89 - $62.73 $2.04K - $2.13K
14K $850K
VTWG
Vanguard Russell 2000 Growth E

ETFs
5
+ 0.25%
$227.0 - $244.79 $1.14K - $1.22K
2.03K $461K
SPG
Simon Property Group Inc

Real Estate
1
+ 0.05%
$173.35 - $185.76 $173 - $186
2.17K $395K
WM
Waste Management Inc

Industrials
122
+ 3.79%
$196.77 - $219.98 $24K - $26.8K
3.34K $698K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.02%
$138.21 - $153.19 $138 - $153
4.95K $737K
ALRM
Alarm.Com Holdings, Inc.

Technology
3
+ 0.05%
$47.13 - $52.31 $141 - $157
5.7K $286K
ETSY
Etsy Inc

Consumer Cyclical
3.06K
+ 14.9%
$56.8 - $75.56 $174K - $231K
23.6K $1.35M
JBLU
Jetblue Airways Corp

Industrials
13
+ 0.06%
$4.08 - $4.95 $53 - $64.4
22.1K $92K
ECL
Ecolab Inc.

Basic Materials
51
+ 2.75%
$253.06 - $281.35 $12.9K - $14.3K
1.91K $492K
HUM
Humana Inc

Healthcare
5
+ 0.58%
$236.74 - $298.04 $1.18K - $1.49K
865 $205K
UBER
Uber Technologies, Inc

Technology
214
+ 3.32%
$91.62 - $100.1 $19.6K - $21.4K
6.67K $610K
PPG
Ppg Industries Inc

Basic Materials
37
+ 1.12%
$94.92 - $105.45 $3.51K - $3.9K
3.33K $323K
LHX
L3 Harris Technologies, Inc.

Industrials
152
+ 3.65%
$283.87 - $306.76 $43.1K - $46.6K
4.32K $1.25M
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 5.8%
$2024.98 - $2360.76 $16.2K - $18.9K
146 $299K
AN
Autonation, Inc.

Consumer Cyclical
3
+ 0.27%
$190.8 - $224.38 $572 - $673
1.12K $219K
CTVA
Corteva, Inc.

Basic Materials
106
+ 0.54%
$61.0 - $66.48 $6.47K - $7.05K
19.7K $1.3M
GS
Goldman Sachs Group Inc

Financial Services
77
+ 1.86%
$744.6 - $838.97 $57.3K - $64.6K
4.21K $3.27M
CI
Cigna Corp

Healthcare
3
+ 0.19%
$244.41 - $311.0 $733 - $933
1.56K $423K
SO
Southern CO

Utilities
150
+ 1.48%
$90.58 - $99.72 $13.6K - $15K
10.3K $929K
UFPI
Ufp Industries Inc

Basic Materials
4
+ 0.04%
$89.44 - $93.26 $358 - $373
9.52K $861K
PTC
Ptc Inc.

Technology
16
+ 1.35%
$173.93 - $205.87 $2.78K - $3.29K
1.2K $209K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.05K
+ 1.49%
$94.02 - $97.61 $99.1K - $103K
71.7K $6.78M
AON
Aon PLC

Financial Services
137
+ 1.04%
$326.07 - $366.93 $44.7K - $50.3K
13.3K $4.64M
RPM
Rpm International Inc

Basic Materials
21
+ 0.56%
$105.88 - $117.19 $2.22K - $2.46K
3.76K $401K
GIS
General Mills Inc

Consumer Defensive
17
+ 0.12%
$45.98 - $50.93 $782 - $866
14.6K $691K
VRSN
Verisign Inc

Technology
7
+ 0.42%
$232.82 - $275.44 $1.63K - $1.93K
1.68K $423K
COF
Capital One Financial Corp

Financial Services
86
+ 1.61%
$201.01 - $225.01 $17.3K - $19.4K
5.42K $1.09M
KMI
Kinder Morgan, Inc.

Energy
187
+ 0.33%
$25.84 - $28.46 $4.83K - $5.32K
57.1K $1.57M
JOBY
Joby Aviation, Inc.

Industrials
3K
+ 5.82%
$14.32 - $19.57 $43K - $58.7K
54.6K $786K
EFX
Equifax Inc

Industrials
62
+ 5.11%
$204.19 - $253.84 $12.7K - $15.7K
1.28K $264K
INTU
Intuit Inc

Technology
73
+ 2.82%
$641.79 - $683.39 $46.9K - $49.9K
2.66K $1.72M
PKG
Packaging Corp Of America

Consumer Cyclical
8
+ 0.33%
$195.59 - $215.64 $1.56K - $1.73K
2.41K $475K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
111
+ 0.08%
$39.17 - $40.87 $4.35K - $4.54K
138K $5.49M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1
+ 0.0%
$32.32 - $33.89 $32.3 - $33.9
54.7K $1.79M
AZO
Autozone Inc

Consumer Cyclical
2
+ 1.3%
$3576.14 - $4253.71 $7.15K - $8.51K
156 $601K
AJG
Arthur J. Gallagher & Co.

Financial Services
61
+ 4.1%
$242.98 - $310.48 $14.8K - $18.9K
1.55K $400K
CLX
Clorox CO

Consumer Defensive
4
+ 0.12%
$103.68 - $123.19 $415 - $493
3.21K $332K
ITW
Illinois Tool Works Inc

Industrials
106
+ 1.97%
$242.03 - $260.73 $25.7K - $27.6K
5.49K $1.34M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
60
+ 0.12%
$80.59 - $84.32 $4.84K - $5.06K
50.6K $4.15M
WSO
Watsco Inc

Industrials
1
+ 0.09%
$343.12 - $414.9 $343 - $415
1.17K $399K
PAYX
Paychex Inc

Industrials
86
+ 1.49%
$111.08 - $128.59 $9.55K - $11.1K
5.84K $654K
AVTR
Avantor, Inc.

Basic Materials
20
+ 0.03%
$11.05 - $15.6 $221 - $312
70.8K $806K
NFLX
Netflix Inc

Communication Services
19.2K
+ 952.28%
$110.29 - $1241.35 $2.12M - $23.8M
21.2K $2.34M
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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