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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 21 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AEP AMERICAN ELEC PWR CO INC Utilities 5,153.0 $705K 0.01% -118.0 -2.2% $136.81 -9.2%
402 DXJ WISDOMTREE TR 4,059.0 $704K 0.01% $173.53 +2.0%
403 SPXN PROSHARES TR 8,556.0 $704K 0.01% $82.27 +1.6%
404 AVTR AVANTOR INC Healthcare 70,816.0 $701K 0.01% $9.90 +45.1%
405 IYF ISHARES TR 5,460.0 $696K 0.01% +304.0 +5.9% $127.52 +7.1%
406 XLE SELECT SECTOR SPDR TR 12,698.0 $674K 0.01% +871.0 +7.4% $53.11 +20.5%
407 D DOMINION ENERGY INC Utilities 9,771.0 $667K 0.01% +109.0 +1.1% $68.29 -1.0%
408 USB US BANCORP Financial Services 10,965.0 $662K 0.01% -853.0 -7.2% $60.40 +2.7%
409 DOW DOW HLDGS INC Basic Materials 24,074.0 $659K 0.01% +317.0 +1.3% $27.36 +20.8%
410 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 7,135.0 $657K 0.01% +323.0 +4.7% $92.08 -3.3%
411 AVRE AMERICAN CENTY ETF TR 13,620.0 $645K 0.01% NEW $47.38 +2.1%
412 ROK ROCKWELL AUTOMATION INC Industrials 1,303.0 $645K 0.01% $495.12 -12.5%
413 VMBS VANGUARD SCOTTSDALE FDS 13,707.0 $642K 0.01% -106.0 -0.8% $46.81 -1.3%
414 AME AMETEK INC Industrials 2,635.0 $637K 0.01% $241.89 -1.2%
415 UFPI UFP INDUSTRIES INC Basic Materials 6,989.0 $634K 0.01% $90.74 -2.8%
416 SHY ISHARES TR 7,695.0 $632K 0.01% -3K -31.0% $82.11 -0.1%
417 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,755.0 $630K 0.01% -1K -36.3% $359.00 -1.8%
418 DFAW DIMENSIONAL ETF TRUST 7,606.0 $630K 0.01% +2K +44.7% $82.79 +3.0%
419 SOXX ISHARES TR 981.0 $628K 0.01% $640.56 -19.3%
420 OXY OCCIDENTAL PETE CORP Energy 12,936.0 $628K 0.01% -267.0 -2.0% $48.57 +26.8%
Page 21 of 33  ·  650 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%