MODERA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 60K | $1.71M |
 | PFE | 60K | $1.54M |
 | RIO | 59K | $3.89M |
 | BLK | 58K | $67.56M |
 | KMI | 57K | $1.61M |
 | ICE | 55K | $9.29M |
 | RTX | 54K | $8.96M |
 | JOBY | 52K | $832.42K |
 | LLY | 49K | $37.29M |
 | INTC | 48K | $1.60M |
 | SYK | 44K | $16.27M |
 | GPN | 43K | $3.57M |
 | MRK | 43K | $3.60M |
 | AMAT | 43K | $8.70M |
 | NEE | 43K | $3.21M |
 | CVS | 40K | $3.04M |
 | J | 40K | $5.95M |
 | FVCB | 35K | $458.35K |
 | ODV | 35K | $119.39K |
 | ELV | 35K | $11.22M |
AT&T Inc.
T
Shares Held
60K
Value
$1.71M
Pfizer Inc.
PFE
Shares Held
60K
Value
$1.54M
Rio Tinto Group
RIO
Shares Held
59K
Value
$3.89M
BlackRock, Inc.
BLK
Shares Held
58K
Value
$67.56M
Kinder Morgan, Inc.
KMI
Shares Held
57K
Value
$1.61M
Intercontinental Exchange, Inc.
ICE
Shares Held
55K
Value
$9.29M
RTX Corporation
RTX
Shares Held
54K
Value
$8.96M
Joby Aviation, Inc.
JOBY
Shares Held
52K
Value
$832.42K
Eli Lilly and Company
LLY
Shares Held
49K
Value
$37.29M
Intel Corporation
INTC
Shares Held
48K
Value
$1.60M
Stryker Corporation
SYK
Shares Held
44K
Value
$16.27M
Global Payments Inc.
GPN
Shares Held
43K
Value
$3.57M
Merck & Co., Inc.
MRK
Shares Held
43K
Value
$3.60M
Applied Materials, Inc.
AMAT
Shares Held
43K
Value
$8.70M
NextEra Energy, Inc.
NEE
Shares Held
43K
Value
$3.21M
CVS Health Corporation
CVS
Shares Held
40K
Value
$3.04M
Jacobs Solutions Inc.
J
Shares Held
40K
Value
$5.95M
FVCBankcorp, Inc.
FVCB
Shares Held
35K
Value
$458.35K
Osisko Development Corp.
ODV
Shares Held
35K
Value
$119.39K
Elevance Health Inc.
ELV
Shares Held
35K
Value
$11.22M