Holdings
Modera Wealth Management, LLC
As of Jun 30, 2026, Modera Wealth Management, LLC reported 309 positions worth US$2.24B. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 744K | US$215M | −25,630 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 403K | US$144M | −21,990 | Jun 30, 2026 |
| Microsoft Corp. | 371K | US$139M | −6,171 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 242K | US$116M | −9,788 | Jun 30, 2026 |
| Broadcom Inc. | 287K | US$108M | −29,887 | Jun 30, 2026 |
| Cisco Systems, Inc. | 654K | US$76.8M | −88,417 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 205K | US$67.2M | −6,780 | Jun 30, 2026 |
| Amazon.com, Inc. | 237K | US$56.4M | −1,384 | Jun 30, 2026 |
| Lowe's Companies, Inc. | 250K | US$55.1M | −6,776 | Jun 30, 2026 |
| Eli Lilly And Company | 45,597 | US$54.7M | −1,839 | Jun 30, 2026 |