Stock Taper 
MODERA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Burke & Herbert Financial Services Corp. | BHRB | 8.2K | $589.25K |
 DuPont de Nemours, Inc. | DD | 8.3K | $1.13M |
 Accenture plc | ACN | 8.58K | $1.07M |
 HA Sustainable Infrastructure Capital, Inc. | HASI | 8.84K | $345.38K |
 Morgan Stanley | MS | 9.18K | $1.92M |
 Blackstone Inc. | BX | 9.49K | $1.12M |
 CME Group Inc. | CME | 9.58K | $2.12M |
 General Mills, Inc. | GIS | 9.58K | $333.52K |
 Wyndham Hotels & Resorts, Inc. | WH | 9.64K | $811.78K |
 General Dynamics Corporation | GD | 9.67K | $3.43M |
 UnitedHealth Group Incorporated | UNH | 9.7K | $4.03M |
 Prudential Financial, Inc. | PRU | 9.72K | $1.05M |
 Dominion Energy, Inc. | D | 9.77K | $667.29K |
 GE Aerospace | GE | 9.87K | $3.69M |
 América Móvil, S.A.B. de C.V. | AMX | 10.12K | $262.97K |
 ASML Holding N.V. | ASML | 10.14K | $20.17M |
 WSFS Financial Corporation | WSFS | 10.37K | $795.92K |
 Haleon plc | HLN | 10.57K | $98.63K |
 3M Company | MMM | 10.82K | $1.75M |
 Meta Platforms, Inc. | META | 10.88K | $6.13M |