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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 12 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PH PARKER-HANNIFIN CORP Industrials 550.0 $538K 0.01% -5.0 -0.9% $978.13 +5.0%
222 AZO AUTOZONE INC Consumer Cyclical 168.0 $537K 0.01% -4.0 -2.3% $3195.94 -3.0%
223 BDX BECTON DICKINSON & CO Healthcare 3,506.0 $531K 0.01% -229.0 -6.1% $151.35 +23.3%
224 SAP SAP SE Technology 3,385.0 $522K 0.01% -358.0 -9.6% $154.09 +40.3%
225 ACWI ISHARES TR 3,161.0 $496K 0.01% -28.0 -0.9% $156.97 +2.4%
226 SPLV INVESCO EXCH TRADED FD TR II 6,589.0 $493K 0.01% -1K -15.6% $74.90 +1.6%
227 PPG PPG INDS INC Basic Materials 3,938.0 $478K 0.01% -129.0 -3.2% $121.29 -6.2%
228 PAYX PAYCHEX INC Industrials 4,736.0 $466K 0.01% -836.0 -15.0% $98.34 +24.7%
229 VGSH VANGUARD SCOTTSDALE FDS 7,938.0 $462K 0.01% -416.0 -5.0% $58.20 -0.1%
230 IXUS ISHARES TR 4,815.0 $460K 0.01% -95.0 -1.9% $95.44 +1.6%
231 CMCSA COMCAST CORP NEW Communication Services 18,457.0 $453K 0.01% -75K -80.2% $24.55 +8.6%
232 LQD ISHARES TR 4,138.0 $451K 0.01% -412.0 -9.1% $109.08 -2.5%
233 GDX VANECK ETF TRUST 5,722.0 $432K 0.01% -287.0 -4.8% $75.46 +26.9%
234 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4,943.0 $426K 0.01% -409.0 -7.6% $86.09 +17.1%
235 COWZ PACER FDS TR 6,584.0 $410K 0.00% -280.0 -4.1% $62.20 +15.3%
236 FIDELITY COVINGTON TRUST 5,165.0 $399K 0.00% -37.0 -0.7% $77.26
237 VRT VERTIV HOLDINGS CO Industrials 1,184.0 $396K 0.00% -942.0 -44.3% $334.82 -21.5%
238 SLV ISHARES SILVER TR Financial Services 7,397.0 $396K 0.00% -225.0 -3.0% $53.47 +11.1%
239 LH LABCORP HOLDINGS INC Healthcare 1,384.0 $388K 0.00% -30.0 -2.1% $280.00 +17.4%
240 AOR ISHARES TR 5,457.0 $379K 0.00% -2K -23.3% $69.50 +0.5%
Page 12 of 14  ·  276 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 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%