Modera Wealth Management, LLC
Top Portfolio Positions
338 positions ·
$2,054,290,828 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
769,372 | $195,258,919 | 9.50% | |
| MSFT |
Microsoft Corp
Technology
|
377,588 | $139,771,749 | 6.80% | |
| AVGO |
Broadcom Inc.
Technology
|
316,938 | $98,095,480 | 4.78% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
251,807 | $85,098,175 | 4.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
212,075 | $62,383,982 | 3.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
95,753 | $62,272,006 | 3.03% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
256,765 | $60,668,434 | 2.95% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
742,536 | $57,613,368 | 2.80% | |
| BLK |
BlackRock, Inc.
Financial Services
|
55,861 | $53,722,082 | 2.62% | |
| JNJ |
Johnson & Johnson
Healthcare
|
212,103 | $51,846,457 | 2.52% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WEST
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,750 | 15,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $101,750 | 25,000 | Shares | Sole | 2026-01-21 | |
| No 13F history on record for this holder in this stock. | ||||||