Stock Taper

MODERA WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Starbucks CorporationSBUX134.84K$13.78M
STMicroelectronics N.V.STM136.84K$10.25M
The Charles Schwab CorporationSCHW137.95K$12.73M
The Procter & Gamble CompanyPG138.07K$20.25M
The PNC Financial Services Group, Inc.PNC143.72K$35.39M
PepsiCo, Inc.PEP146.5K$19.84M
Williams-Sonoma, Inc.WSM166.7K$38.86M
Unilever PLCUL167.4K$10.06M
The Coca-Cola CompanyKO176.56K$14.35M
Walmart Inc.WMT187.97K$21.29M
Emerson Electric Co.EMR190.23K$27.23M
Johnson & JohnsonJNJ204.43K$51.92M
JPMorgan Chase & Co.JPM205.29K$67.2M
Truist Financial CorporationTFC220.03K$10.96M
Omnicom Group Inc.OMC233.89K$17.03M
Amazon.com, Inc.AMZN236.65K$56.4M
Taiwan Semiconductor Manufacturing Company LimitedTSM242.02K$115.58M
Lowe's Companies, Inc.LOW249.99K$55.12M
Broadcom Inc.AVGO287.05K$108.43M
Novo Nordisk A/SNVO305.8K$14.66M