Stock Taper

MODERA WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
W. P. Carey Inc.WPC2.93K$209.57K
Great Southern Bancorp, Inc.GSBC2.94K$230.13K
The Williams Companies, Inc.WMB2.94K$218.64K
Shopify Inc.SHOP3K$342.2K
RPM International Inc.RPM3K$333.34K
Amphenol CorporationAPH3.07K$540.85K
CrowdStrike Holdings, Inc.CRWD3.08K$2.35M
ER EQUITY RESIDENTIALEQR3.11K$211.33K
Johnson Controls International plcJCI3.2K$467.11K
The Clorox CompanyCLX3.2K$305.41K
Delta Air Lines, Inc.DAL3.23K$302.34K
The Goldman Sachs Group, Inc.GS3.28K$3.32M
Kimberly-Clark CorporationKMB3.29K$360.61K
Cameco CorporationCCJ3.36K$342.25K
Consolidated Edison, Inc.ED3.38K$373.37K
Agnico Eagle Mines LimitedAEM3.38K$524.96K
SAP SESAP3.38K$521.6K
State Street CorporationSTT3.42K$579.99K
General Motors CompanyGM3.5K$269.48K
Becton, Dickinson and CompanyBDX3.51K$530.62K