MODERA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PWR | 1K | $552.13K |
 | ISRG | 1K | $590.57K |
 | RGLD | 1K | $262.93K |
 | LDOS | 1K | $240.74K |
 | SHW | 1K | $435.15K |
 | AMP | 1K | $610.38K |
 | URI | 1K | $1.17M |
 | EFX | 1K | $311.49K |
 | LULU | 1K | $215.47K |
 | PTC | 1K | $240.58K |
 | WSO | 1K | $470.63K |
 | LIN | 1K | $547.57K |
 | AN | 1K | $243.93K |
 | SXI | 1K | $223.77K |
 | RL | 1K | $321.40K |
 | SPGI | 966 | $470.34K |
 | TMUS | 962 | $230.39K |
 | TT | 916 | $386.69K |
 | ROK | 894 | $312.60K |
 | HUM | 860 | $223.75K |
Quanta Services, Inc.
PWR
Shares Held
1K
Value
$552.13K
Intuitive Surgical, Inc.
ISRG
Shares Held
1K
Value
$590.57K
Royal Gold, Inc.
RGLD
Shares Held
1K
Value
$262.93K
Leidos Holdings, Inc.
LDOS
Shares Held
1K
Value
$240.74K
The Sherwin-Williams Company
SHW
Shares Held
1K
Value
$435.15K
Ameriprise Financial, Inc.
AMP
Shares Held
1K
Value
$610.38K
United Rentals, Inc.
URI
Shares Held
1K
Value
$1.17M
Equifax Inc.
EFX
Shares Held
1K
Value
$311.49K
Lululemon Athletica Inc.
LULU
Shares Held
1K
Value
$215.47K
PTC Inc.
PTC
Shares Held
1K
Value
$240.58K
Watsco, Inc.
WSO
Shares Held
1K
Value
$470.63K
Linde plc
LIN
Shares Held
1K
Value
$547.57K
AutoNation, Inc.
AN
Shares Held
1K
Value
$243.93K
Standex International Corporation
SXI
Shares Held
1K
Value
$223.77K
Ralph Lauren Corporation
RL
Shares Held
1K
Value
$321.40K
S&P Global Inc.
SPGI
Shares Held
966
Value
$470.34K
T-Mobile US, Inc.
TMUS
Shares Held
962
Value
$230.39K
Trane Technologies plc
TT
Shares Held
916
Value
$386.69K
Rockwell Automation, Inc.
ROK
Shares Held
894
Value
$312.60K
Humana Inc.
HUM
Shares Held
860
Value
$223.75K