Modern Wealth Management, LLC Purchases in Q3 2024

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
843K
+ 9431.53%
$75.32 - $84.37 $63.5M - $71.1M
852K $71.2B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
426K
+ 96.15%
$53.41 - $57.9 $22.7M - $24.6M
868K $50.2B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
428K
+ 132.48%
$48.51 - $52.86 $20.8M - $22.6M
751K $39.7B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
369K
New
$42.22 - $48.62 $15.6M - $18M
369K $17.2B
INTF
Ishares Tr

ETFs
489K
New
$28.08 - $31.79 $13.7M - $15.5M
489K $15.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31.2K
+ 330.62%
$405.19 - $478.57 $12.6M - $14.9M
40.6K $18.7B
SPSB
Spdr Portfolio Short Term Corp

ETFs
464K
New
$29.58 - $30.31 $13.7M - $14.1M
464K $14B
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
352K
New
$31.39 - $35.47 $11.1M - $12.5M
352K $12.4B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
199K
New
$46.17 - $51.13 $9.2M - $10.2M
199K $10.2B
Schwab Charles Family Fd
7.44M
+ 803.19%
N/A
8.37M $8.37B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
155K
New
$33.88 - $36.77 $5.24M - $5.68M
155K $5.64B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
109K
+ 45.43%
$50.52 - $50.95 $5.49M - $5.54M
348K $17.7B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
69K
New
$71.31 - $80.0 $4.92M - $5.52M
69K $5.52B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
56.6K
New
$85.84 - $85.84 $4.86M - $4.86M
56.6K $5.49B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
147K
New
$29.08 - $31.84 $4.28M - $4.69M
147K $4.66B
ESI
Element Solutions Inc

Basic Materials
151K
New
$24.24 - $28.58 $3.67M - $4.33M
151K $4.11B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
36K
New
$96.3 - $106.49 $3.47M - $3.84M
36K $3.77B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
132K
New
$23.66 - $26.53 $3.12M - $3.5M
132K $3.45B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
13.5K
+ 1.3%
$98.99 - $101.51 $1.33M - $1.37M
1.05M $107B
IDEV
Ishares Core Msci Intl Develop

ETFs
40.9K
+ 81.33%
$63.46 - $71.43 $2.6M - $2.92M
91.2K $6.46B
VO
Vanguard Mid Cap ETF

ETFs
9.46K
+ 149.16%
$237.84 - $263.83 $2.25M - $2.5M
15.8K $4.17B
American Healthcare Reit Inc
99.6K
New
N/A
99.6K $2.6B
AAPL
Apple Inc.

Technology
991
+ 0.94%
$207.23 - $234.82 $205K - $233K
107K $24.9B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
498
+ 0.69%
$475.2 - $527.7 $237K - $263K
72.8K $38.4B
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
93.2K
+ 9.97%
$22.11 - $22.46 $2.06M - $2.09M
1.03M $23.1B
FYLD
Cambria Foreign Shareholder Yi

ETFs
73.2K
New
$24.79 - $28.04 $1.81M - $2.05M
73.2K $2.04B
Rlj Lodging Tr
77.9K
New
N/A
77.9K $2.03B
VTI
Vanguard Total Stock Market Et

ETFs
3.61K
+ 6.97%
$255.18 - $283.2 $921K - $1.02M
55.4K $15.7B
OUNZ
Van Eck Merk Gold Trust

ETFs
20.9K
+ 4.89%
$22.51 - $25.83 $470K - $540K
448K $11.4B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.65K
+ 0.99%
$162.64 - $179.3 $268K - $295K
168K $30.1B
IWN
Ishares Russell2000 Val ETF

ETFs
9.63K
New
$150.05 - $171.34 $1.45M - $1.65M
9.63K $1.61B
XOM
Exxon Mobil Corp

Energy
12.7K
+ 24.62%
$109.72 - $119.0 $1.4M - $1.51M
64.4K $7.55B
AVUV
American Centy ETF Tr Avantis

ETFs
3.62K
+ 1.86%
$88.24 - $99.7 $320K - $361K
198K $19B
AVGE
American Centy ETF Tr Avantis
20.4K
New
N/A
20.4K $1.51B
VONE
Vanguard Russell 1000 ETF

ETFs
499
+ 0.53%
$234.0 - $260.07 $117K - $130K
94.1K $24.5B
T Rowe Price ETF Inc
5.56K
+ 0.82%
N/A
686K $22.8B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
48.5K
+ 32.13%
$22.38 - $23.66 $1.09M - $1.15M
199K $4.68B
TLT
Ishares Barclays 20+ Year Trea

ETFs
10K
+ 35.3%
$89.91 - $101.33 $903K - $1.02M
38.5K $3.78B
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.22K
+ 16.1%
$162.83 - $179.16 $688K - $757K
30.4K $5.46B
SPYG
Spdr Portfolio

ETFs
6.74K
+ 3.27%
$73.38 - $84.1 $494K - $566K
212K $17.6B
HD
Home Depot, Inc.

Consumer Cyclical
1.13K
+ 10.29%
$333.64 - $405.2 $375K - $456K
12.1K $4.88B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
464
+ 0.18%
$41.02 - $46.01 $19K - $21.3K
259K $11.8B
EWMC
Invesco Exchange Traded Fd Tr

ETFs
8.41K
New
N/A
8.41K $985M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
903
+ 0.24%
$37.98 - $41.19 $34.3K - $37.2K
380K $15.6B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
36.9K
+ 8.79%
$25.19 - $25.5 $928K - $940K
456K $11.6B
IEF
Ishares Barclays

ETFs
7.34K
+ 17.22%
$92.67 - $99.14 $680K - $727K
49.9K $4.9B
CAT
Caterpillar Inc

Industrials
1.13K
+ 14.57%
$316.8 - $391.12 $356K - $440K
8.85K $3.46B
ABBV
Abb Vie Inc.

Healthcare
579
+ 1.95%
$163.84 - $199.33 $94.9K - $115K
30.3K $5.98B
IOO
Ishares Tr Global 100 ETF

ETFs
6.27K
+ 6.35%
$89.63 - $100.83 $562K - $632K
105K $10.4B
Activity Summary
Buys All Purchases 317 New Holdings 66 Increased Positions 251 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 1
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