MODERA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TROW | 3K | $274.31K |
 | SHOP | 3K | $392.93K |
 | DG | 3K | $269.47K |
 | INTU | 3K | $1.77M |
 | FRT | 3K | $259.96K |
 | TEL | 3K | $558.71K |
 | TRV | 2K | $683.55K |
 | PKG | 2K | $524.12K |
 | GEV | 2K | $1.45M |
 | JCI | 2K | $254.53K |
 | CEG | 2K | $739.66K |
 | ALL | 2K | $481.57K |
 | VRT | 2K | $336.29K |
 | NTRA | 2K | $357.51K |
 | CMI | 2K | $924.78K |
 | SPG | 2K | $406.56K |
 | BLDR | 2K | $262.02K |
 | BABA | 2K | $364.85K |
 | WPM | 2K | $227.37K |
 | VLTO | 2K | $215.15K |
T. Rowe Price Group, Inc.
TROW
Shares Held
3K
Value
$274.31K
Shopify Inc.
SHOP
Shares Held
3K
Value
$392.93K
Dollar General Corporation
DG
Shares Held
3K
Value
$269.47K
Intuit Inc.
INTU
Shares Held
3K
Value
$1.77M
Federal Realty Investment Trust
FRT
Shares Held
3K
Value
$259.96K
TE Connectivity Ltd.
TEL
Shares Held
3K
Value
$558.71K
The Travelers Companies, Inc.
TRV
Shares Held
2K
Value
$683.55K
Packaging Corporation of America
PKG
Shares Held
2K
Value
$524.12K
GE Vernova Inc.
GEV
Shares Held
2K
Value
$1.45M
Johnson Controls International plc
JCI
Shares Held
2K
Value
$254.53K
Constellation Energy Corporation
CEG
Shares Held
2K
Value
$739.66K
The Allstate Corporation
ALL
Shares Held
2K
Value
$481.57K
Vertiv Holdings Co
VRT
Shares Held
2K
Value
$336.29K
Natera, Inc.
NTRA
Shares Held
2K
Value
$357.51K
Cummins Inc.
CMI
Shares Held
2K
Value
$924.78K
Simon Property Group, Inc.
SPG
Shares Held
2K
Value
$406.56K
Builders FirstSource, Inc.
BLDR
Shares Held
2K
Value
$262.02K
Alibaba Group Holding Limited
BABA
Shares Held
2K
Value
$364.85K
Wheaton Precious Metals Corp.
WPM
Shares Held
2K
Value
$227.37K
Veralto Corporation
VLTO
Shares Held
2K
Value
$215.15K