MODERA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WTRG | 6K | $238.85K |
 | SHEL | 6K | $422.17K |
 | PAYX | 6K | $729.63K |
 | ALRM | 6K | $302.45K |
 | APD | 6K | $1.54M |
 | WH | 6K | $450.72K |
 | HSY | 6K | $1.04M |
 | CCJ | 5K | $459.13K |
 | AEP | 5K | $615.60K |
 | FI | 5K | $698.41K |
 | ITW | 5K | $1.40M |
 | COF | 5K | $1.13M |
 | NVS | 5K | $674.16K |
 | BA | 5K | $1.13M |
 | TMO | 5K | $2.45M |
 | BDX | 5K | $942.65K |
 | BK | 5K | $548.17K |
 | YUM | 5K | $752.55K |
 | EQT | 5K | $263.51K |
 | MP | 5K | $323.21K |
Essential Utilities, Inc.
WTRG
Shares Held
6K
Value
$238.85K
Shell plc
SHEL
Shares Held
6K
Value
$422.17K
Paychex, Inc.
PAYX
Shares Held
6K
Value
$729.63K
Alarm.com Holdings, Inc.
ALRM
Shares Held
6K
Value
$302.45K
Air Products and Chemicals, Inc.
APD
Shares Held
6K
Value
$1.54M
Wyndham Hotels & Resorts, Inc.
WH
Shares Held
6K
Value
$450.72K
The Hershey Company
HSY
Shares Held
6K
Value
$1.04M
Cameco Corporation
CCJ
Shares Held
5K
Value
$459.13K
American Electric Power Company, Inc.
AEP
Shares Held
5K
Value
$615.60K
Fiserv, Inc.
FI
Shares Held
5K
Value
$698.41K
Illinois Tool Works Inc.
ITW
Shares Held
5K
Value
$1.40M
Capital One Financial Corporation
COF
Shares Held
5K
Value
$1.13M
Novartis AG
NVS
Shares Held
5K
Value
$674.16K
The Boeing Company
BA
Shares Held
5K
Value
$1.13M
Thermo Fisher Scientific Inc.
TMO
Shares Held
5K
Value
$2.45M
Becton, Dickinson and Company
BDX
Shares Held
5K
Value
$942.65K
The Bank of New York Mellon Corporation
BK
Shares Held
5K
Value
$548.17K
Yum! Brands, Inc.
YUM
Shares Held
5K
Value
$752.55K
EQT Corporation
EQT
Shares Held
5K
Value
$263.51K
MP Materials Corp.
MP
Shares Held
5K
Value
$323.21K