MODERA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NFLX | 2K | $2.42M |
 | EXE | 2K | $213.01K |
 | MMC | 2K | $385.32K |
 | TXRH | 2K | $315.19K |
 | TOL | 2K | $259.70K |
 | ECL | 2K | $508.01K |
 | WELL | 2K | $321.82K |
 | CB | 2K | $508.33K |
 | DELL | 2K | $247.76K |
 | KKR | 2K | $221.63K |
 | AMT | 2K | $326.75K |
 | BWXT | 2K | $307.71K |
 | VRSN | 2K | $466.32K |
 | CIEN | 2K | $240.06K |
 | CI | 2K | $448.99K |
 | LH | 2K | $432.31K |
 | TDY | 2K | $879.65K |
 | AJG | 1K | $460.98K |
 | SNPS | 1K | $719.86K |
 | KEYS | 1K | $253.11K |
Netflix, Inc.
NFLX
Shares Held
2K
Value
$2.42M
Expand Energy Corporation
EXE
Shares Held
2K
Value
$213.01K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
2K
Value
$385.32K
Texas Roadhouse, Inc.
TXRH
Shares Held
2K
Value
$315.19K
Toll Brothers, Inc.
TOL
Shares Held
2K
Value
$259.70K
Ecolab Inc.
ECL
Shares Held
2K
Value
$508.01K
Welltower Inc.
WELL
Shares Held
2K
Value
$321.82K
Chubb Limited
CB
Shares Held
2K
Value
$508.33K
Dell Technologies Inc.
DELL
Shares Held
2K
Value
$247.76K
KKR & Co. Inc.
KKR
Shares Held
2K
Value
$221.63K
American Tower Corporation
AMT
Shares Held
2K
Value
$326.75K
BWX Technologies, Inc.
BWXT
Shares Held
2K
Value
$307.71K
VeriSign, Inc.
VRSN
Shares Held
2K
Value
$466.32K
Ciena Corporation
CIEN
Shares Held
2K
Value
$240.06K
Cigna Corporation
CI
Shares Held
2K
Value
$448.99K
Labcorp Holdings Inc.
LH
Shares Held
2K
Value
$432.31K
Teledyne Technologies Incorporated
TDY
Shares Held
2K
Value
$879.65K
Arthur J. Gallagher & Co.
AJG
Shares Held
1K
Value
$460.98K
Synopsys, Inc.
SNPS
Shares Held
1K
Value
$719.86K
Keysight Technologies, Inc.
KEYS
Shares Held
1K
Value
$253.11K