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
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
JOBY
Joby Aviation, Inc.

Industrials
3K
+ 5.82%
$14.32 - $19.57 $43K - $58.7K
54.6K $786K
KMI
Kinder Morgan, Inc.

Energy
187
+ 0.33%
$25.84 - $28.46 $4.83K - $5.32K
57.1K $1.57M
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
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
NFLX
Netflix Inc

Communication Services
19.2K
+ 952.28%
$110.29 - $1241.35 $2.12M - $23.8M
21.2K $2.34M
AVTR
Avantor, Inc.

Basic Materials
20
+ 0.03%
$11.05 - $15.6 $221 - $312
70.8K $806K
ETN
Eaton Corp PLC

Industrials
7
+ 0.19%
$352.39 - $387.75 $2.47K - $2.71K
3.7K $1.3M
BA
Boeing CO

Industrials
142
+ 2.72%
$191.81 - $225.32 $27.2K - $32K
5.36K $1.03M
SAP
Sap Se

Technology
48
+ 1.24%
$238.9 - $280.46 $11.5K - $13.5K
3.91K $934K
TDY
Teledyne Technologies Inc

Technology
18
+ 1.2%
$501.23 - $593.62 $9.02K - $10.7K
1.52K $761K
NSC
Norfolk Southern Corp

Industrials
9
+ 0.12%
$279.53 - $300.15 $2.52K - $2.7K
7.66K $2.17M
URI
United Rentals, Inc.

Industrials
16
+ 1.31%
$806.61 - $1020.0 $12.9K - $16.3K
1.24K $999K
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.06%
$379.98 - $462.26 $760 - $925
3.26K $1.24M
GPC
Genuine Parts CO

Consumer Cyclical
61
+ 0.25%
$122.69 - $140.39 $7.48K - $8.56K
24.6K $3.12M
WMG
Warner Music Group Corp.

Communication Services
3.16K
+ 2.86%
$29.75 - $34.24 $94K - $108K
114K $3.45M
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 1.2%
$4804.01 - $5424.55 $48K - $54.2K
841 $4.04M
BX
Blackstone Inc.

Financial Services
218
+ 1.12%
$138.42 - $168.45 $30.2K - $36.7K
19.6K $2.72M
SYY
Sysco Corp

Consumer Defensive
3.29K
+ 2.88%
$72.9 - $83.27 $240K - $274K
118K $8.78M
LMT
Lockheed Martin Corp

Industrials
334
+ 1.04%
$452.1 - $514.24 $151K - $172K
32.4K $15.3M
DD
Du Pont De Nemours, Inc.

Basic Materials
59
+ 0.25%
$34.69 - $82.16 $2.05K - $4.85K
23.7K $940K
META
Meta Platforms, Inc.

Communication Services
398
+ 3.71%
$609.01 - $751.67 $242K - $299K
11.1K $6.78M
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