Modern Wealth Management, LLC Purchases in Q1 2025

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
206K
+ 16116.17%
$408.78 - $448.82 $84.3M - $92.6M
208K $87.2B
VTI
Vanguard Total Stock Market Et

ETFs
202K
+ 241.13%
$271.18 - $303.12 $54.8M - $61.3M
286K $78.6B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
559K
+ 406.19%
$91.45 - $91.75 $51.2M - $51.3M
697K $63.9B
VV
Vanguard Large Cap ETF

ETFs
91.7K
New
$253.32 - $282.66 $23.2M - $25.9M
91.7K $23.6B
VEA
Vanguard Ftse Developed Market

ETFs
404K
+ 2578.68%
$47.4 - $52.99 $19.1M - $21.4M
419K $21.3B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
393K
+ 26.52%
$50.48 - $51.04 $19.9M - $20.1M
1.88M $95.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
113K
+ 59.89%
$168.16 - $186.21 $19M - $21.1M
302K $51.6B
VGIT
Vanguard Intermediate Term Tre

ETFs
266K
+ 4319.53%
$57.44 - $59.4 $15.3M - $15.8M
272K $16.2B
PVAL
Putnam ETF Tr Putnam Focused L
393K
+ 334.15%
$36.8 - $39.59 $14.5M - $15.5M
510K $19.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
37.8K
+ 25.42%
$551.42 - $612.93 $20.8M - $23.2M
186K $104B
IQLT
Ishares Msci Intl Quality Fact

ETFs
337K
+ 750.63%
$36.91 - $41.03 $12.4M - $13.8M
382K $15.2B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
224K
+ 20.86%
$44.41 - $45.98 $9.96M - $10.3M
1.3M $59.3B
ITOT
Ishares Core S&P Total U.S. St

ETFs
84.8K
+ 262.36%
$120.29 - $134.6 $10.2M - $11.4M
117K $14.3B
IVW
Ishares S&P 500 Growth ETF

ETFs
226K
+ 25.74%
$92.45 - $106.69 $20.9M - $24.1M
1.1M $103B
INTF
Ishares Tr

ETFs
296K
+ 62.22%
$28.43 - $31.96 $8.42M - $9.47M
773K $23.8B
HSUN
Hartford Fds Exchange Traded T

ETFs
235K
New
$34.17 - $35.03 $8.04M - $8.24M
235K $8.13B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
72.7K
+ 145.12%
$95.85 - $99.25 $6.97M - $7.22M
123K $12.2B
IEFA
Ishares Tr

ETFs
92K
+ 855.08%
$69.57 - $78.65 $6.4M - $7.24M
103K $7.78B
EEMV
Ishares Msci Emerging Markets

ETFs
115K
New
$57.07 - $59.29 $6.54M - $6.8M
115K $6.69B
VEU
Vanguard Ftse All World Ex Us

ETFs
95.6K
New
$56.51 - $62.98 $5.4M - $6.02M
95.6K $5.8B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
253K
New
$21.23 - $23.75 $5.37M - $6.01M
253K $5.45B
EMGF
Ishares Msci Emerging Markets

ETFs
109K
New
$44.18 - $48.23 $4.8M - $5.23M
109K $5.08B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
248K
New
$18.36 - $20.51 $4.55M - $5.08M
248K $4.9B
AAPL
Apple Inc.

Technology
28K
+ 8.81%
$209.68 - $247.1 $5.86M - $6.91M
346K $76.7B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
50.8K
New
$78.97 - $85.82 $4.01M - $4.36M
50.8K $4.22B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
37.6K
+ 83.81%
$97.25 - $104.79 $3.66M - $3.95M
82.6K $8.57B
VIG
Vanguard Dividend Appreciation

ETFs
20.7K
+ 75.9%
N/A
47.9K $9.29B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
54.4K
New
$60.91 - $71.4 $3.32M - $3.89M
54.4K $3.38B
FNDC
Schwab Fundamental Intl Small

ETFs
87.6K
New
$33.34 - $37.44 $2.92M - $3.28M
87.6K $3.17B
HON
Honeywell International Inc

Industrials
13.5K
+ 14.99%
$202.75 - $226.52 $2.73M - $3.05M
103K $21.9B
AVDE
American Centy ETF Tr Avantis

ETFs
45.9K
+ 792.38%
$60.63 - $68.55 $2.78M - $3.15M
51.7K $3.43B
IEMG
Ishares Inc

ETFs
52.9K
+ 80.11%
N/A
119K $6.42B
SMMV
Ishares Msci Usa Small Cap Min

ETFs
61.8K
New
$40.38 - $42.65 $2.49M - $2.63M
61.8K $2.56B
DFAS
Dimensional ETF Tr U S Small C

ETFs
42.4K
New
$58.81 - $68.2 $2.49M - $2.89M
42.4K $2.53B
VB
Vanguard Small Cap ETF

ETFs
11.4K
+ 202.91%
$217.89 - $252.64 $2.48M - $2.87M
17K $3.76B
IDEV
Ishares Core Msci Intl Develop

ETFs
31K
+ 20.35%
$63.77 - $71.36 $1.97M - $2.21M
183K $12.6B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
58.8K
+ 150.93%
$33.84 - $37.77 $1.99M - $2.22M
97.8K $3.56B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
81.5K
+ 17.65%
$22.25 - $23.0 $1.81M - $1.87M
543K $12.5B
JMBS
Janus Detroit Str Tr Henderson

ETFs
39.7K
+ 12.09%
$43.53 - $45.42 $1.73M - $1.8M
368K $16.6B
NVDA
Nvidia Corp

Technology
43.1K
+ 39.6%
$106.98 - $149.43 $4.61M - $6.45M
152K $16.5B
EFA
Ishares Tr Msci Eafe ETF

ETFs
23.1K
+ 271.9%
$74.85 - $84.89 $1.73M - $1.96M
31.6K $2.58B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
41.4K
+ 42.21%
$42.5 - $46.71 $1.76M - $1.93M
139K $6.31B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.9K
+ 585.03%
$64.88 - $72.1 $1.81M - $2.01M
32.7K $2.15B
CSCO
Cisco Systems, Inc.

Technology
29.7K
+ 46.11%
$58.74 - $64.87 $1.74M - $1.93M
94.1K $5.81B
CVX
Chevron Corp

Energy
3.16K
+ 2.99%
$146.71 - $167.97 $463K - $531K
109K $18.2B
XLE
Energy Sector Spdr

ETFs
8.6K
+ 2.82%
$85.7 - $93.96 $737K - $808K
314K $29.3B
OEF
Ishares S&P 100 ETF

ETFs
5.96K
New
N/A
5.96K $1.61B
PG
Procter & Gamble CO

Consumer Defensive
8.47K
+ 15.33%
$158.56 - $176.26 $1.34M - $1.49M
63.7K $10.9B
ABBV
Abb Vie Inc.

Healthcare
3.12K
+ 6.31%
$169.2 - $216.66 $527K - $675K
52.5K $11B
Activity Summary
Buys All Purchases 432 New Holdings 96 Increased Positions 336 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 1
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