Stock Taper

MODERA WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Mastercard IncorporatedMA10.91K$5.6M
Warner Bros. Discovery, Inc.WBD10.92K$291.08K
U.S. BancorpUSB10.96K$662.3K
Air Products and Chemicals, Inc.APD11.2K$3.28M
SailPoint, Inc.SAIL11.29K$165.29K
The Southern CompanySO11.36K$1.09M
SBA Communications CorporationSBAC11.63K$2.05M
Public Service Enterprise Group IncorporatedPEG11.66K$946.1K
FS Credit Opportunities Corp.FSCO11.7K$58.36K
Qnity Electronics, Inc.Q11.94K$1.95M
RhRH12.02K$1.98M
Valley National BancorpVLY12.03K$176.24K
ConocoPhillipsCOP12.22K$1.27M
Tesla, Inc.TSLA12.25K$5.15M
First BancorpFBNC12.35K$789.6K
Voyager Technologies, Inc.VOYG12.52K$403.61K
Occidental Petroleum CorporationOXY12.94K$628.32K
Aon plcAON13.04K$4.33M
FedEx Freight Holding Company, Inc.FDXF13.37K$2.02M
Union Pacific CorporationUNP13.37K$3.64M