MODERA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NCDL | 18K | $252.31K |
 | FNB | 18K | $287.37K |
 | EPD | 17K | $544.95K |
 | CNI | 17K | $1.64M |
 | F | 17K | $203.13K |
 | NNDM | 17K | $25.91K |
 | INMB | 15K | $31.99K |
 | KEY | 15K | $288.48K |
 | QCOM | 15K | $2.57M |
 | L | 15K | $1.53M |
 | GIS | 15K | $734.73K |
 | TSLA | 15K | $6.45M |
 | VLY | 15K | $153.78K |
 | IQV | 14K | $2.72M |
 | MA | 14K | $7.84M |
 | ET | 14K | $234.05K |
 | OXY | 13K | $632.42K |
 | UNP | 13K | $3.15M |
 | UNH | 13K | $4.57M |
 | AON | 13K | $4.68M |
Nuveen Churchill Direct Lending Corp.
NCDL
Shares Held
18K
Value
$252.31K
F.N.B. Corporation
FNB
Shares Held
18K
Value
$287.37K
Enterprise Products Partners L.P.
EPD
Shares Held
17K
Value
$544.95K
Canadian National Railway Company
CNI
Shares Held
17K
Value
$1.64M
Ford Motor Company
F
Shares Held
17K
Value
$203.13K
Nano Dimension Ltd.
NNDM
Shares Held
17K
Value
$25.91K
INmune Bio, Inc.
INMB
Shares Held
15K
Value
$31.99K
KeyCorp
KEY
Shares Held
15K
Value
$288.48K
QUALCOMM Incorporated
QCOM
Shares Held
15K
Value
$2.57M
Loews Corporation
L
Shares Held
15K
Value
$1.53M
General Mills, Inc.
GIS
Shares Held
15K
Value
$734.73K
Tesla, Inc.
TSLA
Shares Held
15K
Value
$6.45M
Valley National Bancorp
VLY
Shares Held
15K
Value
$153.78K
IQVIA Holdings Inc.
IQV
Shares Held
14K
Value
$2.72M
Mastercard Incorporated
MA
Shares Held
14K
Value
$7.84M
Energy Transfer LP
ET
Shares Held
14K
Value
$234.05K
Occidental Petroleum Corporation
OXY
Shares Held
13K
Value
$632.42K
Union Pacific Corporation
UNP
Shares Held
13K
Value
$3.15M
UnitedHealth Group Incorporated
UNH
Shares Held
13K
Value
$4.57M
Aon plc
AON
Shares Held
13K
Value
$4.68M