MODERA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DUK | 22K | $2.76M |
 | TDOC | 22K | $172.43K |
 | JKHY | 22K | $3.30M |
 | JBLU | 22K | $108.48K |
 | NBBK | 22K | $388.50K |
 | VRTX | 22K | $8.56M |
 | DNA | 22K | $318.25K |
 | CARR | 22K | $1.29M |
 | IBM | 21K | $6.02M |
 | MO | 21K | $1.40M |
 | BMY | 21K | $936.92K |
 | ADBE | 21K | $7.31M |
 | WFC | 21K | $1.73M |
 | ETSY | 21K | $1.36M |
 | BNC | 20K | $0 |
 | PLTR | 20K | $3.64M |
 | CTVA | 20K | $1.32M |
 | BX | 19K | $3.32M |
 | AXP | 19K | $6.40M |
 | HOLX | 19K | $1.30M |
Duke Energy Corporation
DUK
Shares Held
22K
Value
$2.76M
Teladoc Health, Inc.
TDOC
Shares Held
22K
Value
$172.43K
Jack Henry & Associates, Inc.
JKHY
Shares Held
22K
Value
$3.30M
JetBlue Airways Corporation
JBLU
Shares Held
22K
Value
$108.48K
NB Bancorp, Inc. Common Stock
NBBK
Shares Held
22K
Value
$388.50K
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
22K
Value
$8.56M
Ginkgo Bioworks Holdings, Inc.
DNA
Shares Held
22K
Value
$318.25K
Carrier Global Corporation
CARR
Shares Held
22K
Value
$1.29M
International Business Machines Corporation
IBM
Shares Held
21K
Value
$6.02M
Altria Group, Inc.
MO
Shares Held
21K
Value
$1.40M
Bristol-Myers Squibb Company
BMY
Shares Held
21K
Value
$936.92K
Adobe Inc.
ADBE
Shares Held
21K
Value
$7.31M
Wells Fargo & Company
WFC
Shares Held
21K
Value
$1.73M
Etsy, Inc.
ETSY
Shares Held
21K
Value
$1.36M
CEA Industries Inc. Common Stock
BNC
Shares Held
20K
Value
$0
Palantir Technologies Inc.
PLTR
Shares Held
20K
Value
$3.64M
Corteva, Inc.
CTVA
Shares Held
20K
Value
$1.32M
Blackstone Inc.
BX
Shares Held
19K
Value
$3.32M
American Express Company
AXP
Shares Held
19K
Value
$6.40M
Hologic, Inc.
HOLX
Shares Held
19K
Value
$1.30M