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Portfolio (Quarterly) Guide ↗

Modera Wealth Management, LLC

· CIK 0001542143
13F Portfolio $9.4B AUM 650 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 47 New 171 Added 276 Reduced 32 Exited
Page 8 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SHEL SHELL PLC Energy 5,902.0 $458K 0.01% +198.0 +3.5% $77.54 +20.4%
142 PPA INVESCO EXCHANGE TRADED FD T 2,558.0 $452K 0.01% +211.0 +9.0% $176.66 -1.7%
143 SPG SIMON PPTY GROUP INC NEW Real Estate 1,967.0 $440K 0.01% +32.0 +1.6% $223.62 -2.4%
144 BCS BARCLAYS PLC Financial Services 14,577.0 $392K 0.00% +3K +27.1% $26.86 -0.1%
145 EFG ISHARES TR 3,128.0 $389K 0.00% +113.0 +3.8% $124.42 +0.9%
146 CIBR FIRST TR EXCHANGE-TRADED FD 4,311.0 $387K 0.00% +77.0 +1.8% $89.85 +5.6%
147 RNR RENAISSANCERE HLDGS LTD Financial Services 1,217.0 $386K 0.00% +7.0 +0.6% $316.90 +2.1%
148 ET ENERGY TRANSFER L P Energy 19,120.0 $366K 0.00% +2K +9.0% $19.12 +10.9%
149 AZN ASTRAZENECA PLC Healthcare 1,892.0 $359K 0.00% +352.0 +22.9% $189.62 -12.5%
150 FCF FIRST COMWLTH FINL CORP PA Financial Services 16,833.0 $342K 0.00% +126.0 +0.8% $20.33 +3.7%
151 SHOP SHOPIFY INC Technology 2,997.0 $342K 0.00% +202.0 +7.2% $114.18 +30.7%
152 VGK VANGUARD INTL EQUITY INDEX F 3,817.0 $338K 0.00% +47.0 +1.2% $88.54 +4.7%
153 ADI ANALOG DEVICES INC Technology 764.0 $303K 0.00% +20.0 +2.7% $396.91 -6.0%
154 GDXJ VANECK ETF TRUST 2,848.0 $280K 0.00% +149.0 +5.5% $98.26 +34.9%
155 CENCORA INC 980.0 $277K 0.00% +6.0 +0.6% $282.93
156 MSI MOTOROLA SOLUTIONS INC Technology 667.0 $277K 0.00% +19.0 +2.9% $415.37 +15.6%
157 ISHARES TR 5,587.0 $277K 0.00% +35.0 +0.6% $49.55
158 IGIB ISHARES TR 5,147.0 $274K 0.00% +1K +25.6% $53.17 -1.9%
159 BN BROOKFIELD CORP Financial Services 6,415.0 $273K 0.00% +173.0 +2.8% $42.59 -2.1%
160 O REALTY INCOME CORP Real Estate 4,248.0 $263K 0.00% +937.0 +28.3% $61.96 +1.0%
Page 8 of 9  ·  171 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.5%
Financial Services 18.6%
Healthcare 12.1%
Consumer Cyclical 10.1%
Industrials 8.6%
Consumer Defensive 5.7%
Communication Services 3.4%
Basic Materials 1.0%
Energy 1.0%
Utilities 0.8%