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
Ge Healthcare Technologies I
23
+ 0.59%
N/A
3.93K $0
Ge Vernova Inc
33
+ 1.4%
N/A
2.4K $0
Brookfield Corp
2.23K
+ 51.1%
N/A
6.59K $0
Dimensional ETF Trust
1
+ 0.0%
N/A
34K $0
Linde PLC
36
+ 3.12%
N/A
1.19K $0
Dimensional ETF Trust
357
+ 0.95%
N/A
38.1K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
200
+ 1.2%
N/A
16.9K $0
Arista Networks Inc
977
+ 13.88%
N/A
8.02K $0
Nuveen Churchill Direct Lend
560
+ 3.06%
N/A
18.8K $0
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
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
206
+ 1.49%
$4.65 - $5.25 $958 - $1.08K
14.1K $68K
XLI
Industrial Sector Spdr

ETFs
167
+ 1.34%
$149.9 - $155.79 $25K - $26K
12.6K $1.92M
RDNT
Rad Net, Inc.

Healthcare
3
+ 0.1%
$70.6 - $83.41 $212 - $250
3.01K $226K
FNB
Fnb Corp

Financial Services
19
+ 0.11%
$14.65 - $16.47 $278 - $313
17.9K $283K
IWC
Russell Micro Cap ETF

ETFs
1
+ 0.02%
$147.86 - $159.95 $148 - $160
6.51K $966K
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
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
21
+ 1.46%
$309.99 - $353.65 $6.51K - $7.43K
1.46K $451K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
63
+ 0.35%
$37.19 - $37.8 $2.34K - $2.38K
17.9K $665K
KKR
Kkr & Co. Inc.

Financial Services
84
+ 4.93%
$117.52 - $127.65 $9.87K - $10.7K
1.79K $214K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
7
+ 0.58%
$160.66 - $181.39 $1.12K - $1.27K
1.22K $207K
BWXT
Bwx Technologies, Inc.

Industrials
11
+ 0.66%
$177.88 - $215.86 $1.96K - $2.37K
1.68K $299K
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
ODFL
Old Dominion Freight Line, Inc.

Industrials
72
+ 2.67%
$132.29 - $144.78 $9.52K - $10.4K
2.77K $365K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.02%
$138.21 - $153.19 $138 - $153
4.95K $737K
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
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
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
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 5.8%
$2024.98 - $2360.76 $16.2K - $18.9K
146 $299K
LHX
L3 Harris Technologies, Inc.

Industrials
152
+ 3.65%
$283.87 - $306.76 $43.1K - $46.6K
4.32K $1.25M
PPG
Ppg Industries Inc

Basic Materials
37
+ 1.12%
$94.92 - $105.45 $3.51K - $3.9K
3.33K $323K
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
UFPI
Ufp Industries Inc

Basic Materials
4
+ 0.04%
$89.44 - $93.26 $358 - $373
9.52K $861K
SO
Southern CO

Utilities
150
+ 1.48%
$90.58 - $99.72 $13.6K - $15K
10.3K $929K
PTC
Ptc Inc.

Technology
16
+ 1.35%
$173.93 - $205.87 $2.78K - $3.29K
1.2K $209K
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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