Stock Taper 
MODERA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Kinder Morgan, Inc. | KMI | 52.9K | $1.69M |
 AT&T Inc. | T | 52.3K | $1.08M |
 Pfizer Inc. | PFE | 50.93K | $1.23M |
 Intercontinental Exchange, Inc. | ICE | 48.36K | $5.95M |
 Merck & Co., Inc. | MRK | 47.19K | $6.06M |
 Eli Lilly and Company | LLY | 45.6K | $54.69M |
 Berkshire Hathaway Inc. | BRK-B | 42.03K | $21.03M |
 Stryker Corporation | SYK | 40.82K | $12.85M |
 Applied Materials, Inc. | AMAT | 37.78K | $27.32M |
 Jacobs Solutions Inc. | J | 37.49K | $4.72M |
 CVS Health Corp. | CVS | 37.06K | $3.83M |
 Global Payments Inc. | GPN | 36.19K | $2.63M |
 McDonald's Corporation | MCD | 32.78K | $8.86M |
 Agilent Technologies, Inc. | A | 32.37K | $4.3M |
 Lockheed Martin Corporation | LMT | 31.41K | $16M |
 Chevron Corporation | CVX | 30.99K | $5.14M |
 Zoetis Inc. | ZTS | 30.38K | $2.18M |
 Elevance Health Inc. | ELV | 30.12K | $11.65M |
 Logitech International S.A. | LOGI | 29.56K | $2.78M |
| CP CATALYST PHARMACEUTICALS INC | CPRX | 29.42K | $924.8K |