Stock Taper

MODERA WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Air Products and Chemicals, Inc.APD11.2K$3.28M
U.S. BancorpUSB10.96K$662.3K
Warner Bros. Discovery, Inc.WBD10.92K$291.08K
Mastercard IncorporatedMA10.91K$5.6M
Meta Platforms, Inc.META10.88K$6.13M
3M CompanyMMM10.82K$1.75M
Haleon plcHLN10.57K$98.63K
WSFS Financial CorporationWSFS10.37K$795.92K
ASML Holding N.V.ASML10.14K$20.17M
América Móvil, S.A.B. de C.V.AMX10.12K$262.97K
GE AerospaceGE9.87K$3.69M
Dominion Energy, Inc.D9.77K$667.29K
Prudential Financial, Inc.PRU9.72K$1.05M
UnitedHealth Group IncorporatedUNH9.7K$4.03M
General Dynamics CorporationGD9.67K$3.43M
Wyndham Hotels & Resorts, Inc.WH9.64K$811.78K
General Mills, Inc.GIS9.58K$333.52K
CME Group Inc.CME9.58K$2.12M
Blackstone Inc.BX9.49K$1.12M
Morgan StanleyMS9.18K$1.92M