MODERA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RF | 8K | $207.27K |
 | NSC | 8K | $2.30M |
 | MS | 8K | $1.19M |
 | DEO | 7K | $709.88K |
 | ORLY | 7K | $795.58K |
 | MCK | 7K | $5.59M |
 | BHRB | 7K | $444.17K |
 | ANET | 7K | $1.03M |
 | FLEX | 7K | $406.43K |
 | CAT | 7K | $3.30M |
 | REGN | 7K | $3.87M |
 | COST | 7K | $6.28M |
 | ZBH | 7K | $667.23K |
 | C | 7K | $680.86K |
 | ACN | 7K | $1.64M |
 | AGI | 7K | $226.76K |
 | UBER | 6K | $632.07K |
 | SNOW | 6K | $1.44M |
 | DE | 6K | $2.86M |
 | ES | 6K | $427.69K |
Regions Financial Corporation
RF
Shares Held
8K
Value
$207.27K
Norfolk Southern Corporation
NSC
Shares Held
8K
Value
$2.30M
Morgan Stanley
MS
Shares Held
8K
Value
$1.19M
Diageo plc
DEO
Shares Held
7K
Value
$709.88K
O'Reilly Automotive, Inc.
ORLY
Shares Held
7K
Value
$795.58K
McKesson Corporation
MCK
Shares Held
7K
Value
$5.59M
Burke & Herbert Bank & Trust Company
BHRB
Shares Held
7K
Value
$444.17K
Arista Networks, Inc.
ANET
Shares Held
7K
Value
$1.03M
Flex Ltd.
FLEX
Shares Held
7K
Value
$406.43K
Caterpillar Inc.
CAT
Shares Held
7K
Value
$3.30M
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
7K
Value
$3.87M
Costco Wholesale Corporation
COST
Shares Held
7K
Value
$6.28M
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
7K
Value
$667.23K
Citigroup Inc.
C
Shares Held
7K
Value
$680.86K
Accenture plc
ACN
Shares Held
7K
Value
$1.64M
Alamos Gold Inc.
AGI
Shares Held
7K
Value
$226.76K
Uber Technologies, Inc.
UBER
Shares Held
6K
Value
$632.07K
Snowflake Inc.
SNOW
Shares Held
6K
Value
$1.44M
Deere & Company
DE
Shares Held
6K
Value
$2.86M
Eversource Energy
ES
Shares Held
6K
Value
$427.69K