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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 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 10,708 $2.4M 0.03% SOLD
2 HOLOGIC INC 17,353 $1.3M 0.02% SOLD
3 DD DUPONT DE NEMOURS INC Basic Materials 24,682 $1.1M 0.01% SOLD
4 BOND PIMCO ETF TR 5,425 $501K 0.01% SOLD
5 AMTM AMENTUM HOLDINGS INC Industrials 18,402 $480K 0.01% SOLD
6 VVR INVESCO SR INCOME TR Financial Services 139,356 $449K 0.01% SOLD
7 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 27,647 $413K 0.01% SOLD
8 FTCB FIRST TR EXCHANGE-TRADED FD 18,471 $387K 0.01% SOLD
9 SNDK SANDISK CORP Technology 569 $362K 0.00% SOLD
10 OVL LISTED FDS TR 7,066 $355K 0.00% SOLD
11 FVCB FVCBANKCORP INC Financial Services 21,438 $326K 0.00% SOLD
12 EFX EQUIFAX INC Industrials 1,444 $260K 0.00% SOLD
13 AMT AMERICAN TOWER CORP Real Estate 1,454 $251K 0.00% SOLD
14 ORI OLD REP INTL CORP Financial Services 6,282 $251K 0.00% SOLD
15 YUMC YUM CHINA HLDGS INC Consumer Cyclical 5,125 $250K 0.00% SOLD
16 MDT MEDTRONIC PLC Healthcare 2,857 $248K 0.00% SOLD
17 YOU CLEAR SECURE INC Technology 5,108 $247K 0.00% SOLD
18 DDLS WISDOMTREE TR 5,605 $244K 0.00% SOLD
19 NYF ISHARES TR 4,557 $242K 0.00% SOLD
20 TMUS T-MOBILE US INC Communication Services 1,113 $234K 0.00% SOLD
Page 1 of 2  ·  32 positions
Sector Allocation
Technology 36.6%
Financial Services 17.7%
Healthcare 11.5%
Consumer Cyclical 9.6%
Industrials 8.2%
Communication Services 8.0%
Consumer Defensive 5.4%
Basic Materials 1.0%
Energy 1.0%
Utilities 0.7%