Stock Taper

MODERA WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Intercontinental Exchange, Inc.ICE48.36K$5.95M
Pfizer Inc.PFE50.93K$1.23M
AT&T Inc.T52.3K$1.08M
Kinder Morgan, Inc.KMI52.9K$1.69M
BlackRock, Inc.BLK54.19K$52.11M
NextEra Energy, Inc.NEE54.77K$4.81M
RTX CorporationRTX55.55K$10.54M
Rio Tinto GroupRIO56.43K$5.36M
Lam Research CorporationLRCX59.59K$25.82M
Otis Worldwide CorporationOTIS60.55K$4.34M
PayPal Holdings, Inc.PYPL61.37K$2.65M
Nutrien Ltd.NTR63.91K$4.02M
SEI Investments CompanySEIC64.02K$5.61M
Aflac IncorporatedAFL65.47K$7.68M
The Home Depot, Inc.HD66.67K$23.51M
Joby Aviation, Inc.JOBY67K$597.64K
Mondelez International, Inc.MDLZ67.59K$3.91M
Avantor, Inc.AVTR70.82K$701.08K
Huntington Bancshares IncorporatedHBAN72.2K$1.28M
Intel Corp.INTC72.57K$10.13M