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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 7 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NEE NEXTERA ENERGY INC Utilities 54,771.0 $4.8M 0.05% -2K -4.0% $87.77 -4.7%
122 J JACOBS SOLUTIONS INC Industrials 37,490.0 $4.7M 0.05% -496.0 -1.3% $126.00 +19.1%
123 VUSB VANGUARD BD INDEX FDS 93,868.0 $4.7M 0.05% -1K -1.1% $49.78 -0.1%
124 MU MICRON TECHNOLOGY INC Technology 4,043.0 $4.7M 0.05% -306.0 -7.0% $1154.32 -16.2%
125 IAU ISHARES GOLD TR Financial Services 61,013.0 $4.6M 0.05% -3K -4.3% $75.51 +14.9%
126 GLW CORNING INC Technology 18,036.0 $4.6M 0.05% -783.0 -4.2% $255.43 -41.3%
127 AKRE PROFESIONALLY MANAGED PORTFO 85,695.0 $4.6M 0.05% -1K -1.2% $53.19 +13.8%
128 OTIS OTIS WORLDWIDE CORP Industrials 60,554.0 $4.3M 0.05% -6K -8.7% $71.60 -0.2%
129 A AGILENT TECHNOLOGIES INC Healthcare 32,365.0 $4.3M 0.05% -1K -3.8% $132.83 +19.7%
130 REGN REGENERON PHARMACEUTICALS Healthcare 6,682.0 $4.2M 0.04% -69.0 -1.0% $623.56 +33.7%
131 SCHJ SCHWAB STRATEGIC TR 165,267.0 $4.1M 0.04% -2K -1.2% $24.66 -0.6%
132 NTR NUTRIEN LTD Basic Materials 63,910.0 $4.0M 0.04% -3K -4.7% $62.95 +19.7%
133 MDLZ MONDELEZ INTL INC Consumer Defensive 67,594.0 $3.9M 0.04% -4K -6.0% $57.84 +11.4%
134 DE DEERE & CO Industrials 6,047.0 $3.8M 0.04% -173.0 -2.8% $634.28 +2.1%
135 VONV VANGUARD SCOTTSDALE FDS 35,535.0 $3.8M 0.04% -768.0 -2.1% $106.31 +6.1%
136 GE GE AEROSPACE Industrials 9,865.0 $3.7M 0.04% -283.0 -2.8% $373.74 -6.8%
137 UNP UNION PAC CORP Industrials 13,370.0 $3.6M 0.04% -68.0 -0.5% $272.00 +13.3%
138 DUK DUKE ENERGY CORP NEW Utilities 27,848.0 $3.5M 0.04% -624.0 -2.2% $126.58 -5.3%
139 WMG WARNER MUSIC GROUP CORP Communication Services 128,125.0 $3.5M 0.04% -2K -1.6% $27.07 +0.2%
140 PM PHILIP MORRIS INTL INC Consumer Defensive 18,707.0 $3.4M 0.04% -382.0 -2.0% $180.91 +4.1%
Page 7 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 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%