Stock Taper 
MODERA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Shopify Inc. | SHOP | 3K | $342.2K |
 The Williams Companies, Inc. | WMB | 2.94K | $218.64K |
 Great Southern Bancorp, Inc. | GSBC | 2.94K | $230.13K |
 W. P. Carey Inc. | WPC | 2.93K | $209.57K |
 American States Water Company | AWR | 2.9K | $239.21K |
 Marsh & McLennan Companies, Inc. | MRSH | 2.88K | $480.68K |
 Old Dominion Freight Line, Inc. | ODFL | 2.69K | $582.55K |
 Solstice Advanced Materials Inc. | SOLS | 2.67K | $236.74K |
 T. Rowe Price Group, Inc. | TROW | 2.67K | $303.28K |
 AMETEK, Inc. | AME | 2.63K | $637.39K |
 HSBC Holdings plc | HSBC | 2.55K | $242.19K |
 Gilead Sciences, Inc. | GILD | 2.52K | $317.8K |
 Microchip Technology Incorporated | MCHP | 2.47K | $225.36K |
 Wheaton Precious Metals Corp. | WPM | 2.45K | $275.68K |
 Packaging Corporation of America | PKG | 2.39K | $568.77K |
 Edwards Lifesciences Corporation | EW | 2.38K | $215.39K |
 The Travelers Companies, Inc. | TRV | 2.32K | $764.66K |
 GE Vernova Inc. | GEV | 2.28K | $2.68M |
 Federal Realty Investment Trust | FRT | 2.26K | $278.85K |
 Snowflake Inc. | SNOW | 2.26K | $574.67K |