Modera Wealth Management, LLC Incresed Positions in Q4 2025

Modera Wealth Management, LLC

  • $8.27 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
471
+ 8.21%
$68.28 - $84.44 $32.2K - $39.8K
6.21K $472K
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
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
ENB
Enbridge Inc

Energy
1.21K
+ 9.61%
$46.39 - $50.07 $55.9K - $60.4K
13.8K $656K
SOXX
Ishares Semiconductor ETF

ETFs
16
+ 1.6%
$271.99 - $309.6 $4.35K - $4.95K
1.02K $294K
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
TMUS
T Mobile Us, Inc.

Communication Services
202
+ 21.0%
$201.01 - $233.26 $40.6K - $47.1K
1.16K $251K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5
+ 0.02%
$31.28 - $33.46 $156 - $167
20.5K $679K
ABC
Amerisourcebergen Corp

Healthcare
116
+ 11.79%
N/A
1.1K $203K
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
STT
State Street Corp

Financial Services
113
+ 3.62%
$111.0 - $121.11 $12.5K - $13.7K
3.23K $377K
FLEX
Flex Ltd.

Technology
25
+ 0.36%
$56.13 - $66.1 $1.4K - $1.65K
7.04K $422K
VGSH
Vanguard

ETFs
276
+ 2.79%
$58.64 - $58.96 $16.2K - $16.3K
10.2K $598K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.13%
$242.67 - $261.79 $1.21K - $1.31K
3.93K $983K
BCS
Barclays PLC

Financial Services
124
+ 1.08%
$19.36 - $22.51 $2.4K - $2.79K
11.6K $251K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
408
+ 0.81%
$47.89 - $48.53 $19.5K - $19.8K
50.9K $2.44M
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
DAL
Delta Air Lines, Inc.

Industrials
57
+ 1.51%
$55.65 - $62.32 $3.17K - $3.55K
3.84K $224K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
826
+ 1.58%
$49.98 - $50.22 $41.3K - $41.5K
53.2K $2.66M
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
VLY
Valley National Bancorp

Financial Services
61
+ 0.42%
$9.72 - $11.19 $593 - $683
14.6K $157K
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
NUV
Nuveen Municipal Value Fund Inc

Financial Services
65
+ 0.37%
$8.93 - $9.14 $580 - $594
17.5K $157K
TOL
Toll Brothers, Inc.

Consumer Cyclical
117
+ 6.22%
$127.26 - $142.72 $14.9K - $16.7K
2K $260K
Te Connectivity PLC
5
+ 0.2%
N/A
2.55K $0
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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