MODERA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CL | 100K | $8.03M |
 | FTNT | 99K | $8.35M |
 | GOOGL | 97K | $23.63M |
 | BRK-B | 97K | $48.82M |
 | DIS | 97K | $11.12M |
 | ADP | 96K | $28.24M |
 | MDLZ | 92K | $5.72M |
 | DOV | 91K | $15.25M |
 | HD | 82K | $33.31M |
 | VRAR | 82K | $134.72K |
 | LRCX | 80K | $10.66M |
 | PYPL | 76K | $5.11M |
 | ABBV | 75K | $17.47M |
 | BAC | 73K | $3.79M |
 | SEIC | 73K | $6.17M |
 | NTR | 72K | $4.22M |
 | XOM | 72K | $8.08M |
 | AVTR | 71K | $883.77K |
 | OTIS | 70K | $6.37M |
 | AFL | 69K | $7.73M |
Colgate-Palmolive Company
CL
Shares Held
100K
Value
$8.03M
Fortinet, Inc.
FTNT
Shares Held
99K
Value
$8.35M
Alphabet Inc.
GOOGL
Shares Held
97K
Value
$23.63M
Berkshire Hathaway Inc.
BRK-B
Shares Held
97K
Value
$48.82M
The Walt Disney Company
DIS
Shares Held
97K
Value
$11.12M
Automatic Data Processing, Inc.
ADP
Shares Held
96K
Value
$28.24M
Mondelez International, Inc.
MDLZ
Shares Held
92K
Value
$5.72M
Dover Corporation
DOV
Shares Held
91K
Value
$15.25M
The Home Depot, Inc.
HD
Shares Held
82K
Value
$33.31M
The Glimpse Group, Inc.
VRAR
Shares Held
82K
Value
$134.72K
Lam Research Corporation
LRCX
Shares Held
80K
Value
$10.66M
PayPal Holdings, Inc.
PYPL
Shares Held
76K
Value
$5.11M
AbbVie Inc.
ABBV
Shares Held
75K
Value
$17.47M
Bank of America Corporation
BAC
Shares Held
73K
Value
$3.79M
SEI Investments Company
SEIC
Shares Held
73K
Value
$6.17M
Nutrien Ltd.
NTR
Shares Held
72K
Value
$4.22M
Exxon Mobil Corporation
XOM
Shares Held
72K
Value
$8.08M
Avantor, Inc.
AVTR
Shares Held
71K
Value
$883.77K
Otis Worldwide Corporation
OTIS
Shares Held
70K
Value
$6.37M
Aflac Incorporated
AFL
Shares Held
69K
Value
$7.73M