MODERA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMD | 5K | $773.15K |
 | ADM | 5K | $284.30K |
 | MAR | 5K | $1.23M |
 | GILD | 5K | $500.73K |
 | O | 4K | $271.86K |
 | MU | 4K | $733.82K |
 | BN | 4K | $299.01K |
 | FAST | 4K | $211.46K |
 | ROST | 4K | $651.16K |
 | LHX | 4K | $1.27M |
 | GS | 4K | $3.29M |
 | KMB | 4K | $513.64K |
 | PSX | 4K | $559.35K |
 | NEM | 4K | $346.26K |
 | GEHC | 4K | $293.74K |
 | SAP | 4K | $1.03M |
 | GM | 4K | $234.74K |
 | DAL | 4K | $214.82K |
 | RPM | 4K | $440.52K |
 | OKE | 4K | $270.87K |
Advanced Micro Devices, Inc.
AMD
Shares Held
5K
Value
$773.15K
Archer-Daniels-Midland Company
ADM
Shares Held
5K
Value
$284.30K
Marriott International, Inc.
MAR
Shares Held
5K
Value
$1.23M
Gilead Sciences, Inc.
GILD
Shares Held
5K
Value
$500.73K
Realty Income Corporation
O
Shares Held
4K
Value
$271.86K
Micron Technology, Inc.
MU
Shares Held
4K
Value
$733.82K
Brookfield Corporation
BN
Shares Held
4K
Value
$299.01K
Fastenal Company
FAST
Shares Held
4K
Value
$211.46K
Ross Stores, Inc.
ROST
Shares Held
4K
Value
$651.16K
L3Harris Technologies, Inc.
LHX
Shares Held
4K
Value
$1.27M
The Goldman Sachs Group, Inc.
GS
Shares Held
4K
Value
$3.29M
Kimberly-Clark Corporation
KMB
Shares Held
4K
Value
$513.64K
Phillips 66
PSX
Shares Held
4K
Value
$559.35K
Newmont Corporation
NEM
Shares Held
4K
Value
$346.26K
GE HealthCare Technologies Inc.
GEHC
Shares Held
4K
Value
$293.74K
SAP SE
SAP
Shares Held
4K
Value
$1.03M
General Motors Company
GM
Shares Held
4K
Value
$234.74K
Delta Air Lines, Inc.
DAL
Shares Held
4K
Value
$214.82K
RPM International Inc.
RPM
Shares Held
4K
Value
$440.52K
ONEOK, Inc.
OKE
Shares Held
4K
Value
$270.87K