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
EEM
Ishares Msci Emerging Markets

ETFs
12K
New
$40.81 - $45.34 $491K - $545K
12K $525M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
20.4K
+ 20.73%
$25.05 - $25.16 $512K - $514K
119K $2.99B
T
At&T Inc.

Communication Services
9.48K
+ 12.89%
$21.56 - $28.28 $204K - $268K
83K $2.35B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6.23K
New
$75.32 - $84.77 $469K - $528K
6.23K $509M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
17.6K
New
$27.64 - $28.58 $485K - $502K
17.6K $502M
CMI
Cummins Inc

Industrials
1.71K
+ 307.57%
$312.92 - $386.07 $534K - $659K
2.26K $709M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
946
New
$402.49 - $513.76 $381K - $486K
946 $458M
VZ
Verizon Communications Inc

Communication Services
4.77K
+ 10.7%
$37.81 - $46.49 $181K - $222K
49.4K $2.24B
TSLA
Tesla, Inc.

Consumer Cyclical
5.23K
+ 53.3%
$222.15 - $428.22 $1.16M - $2.24M
15K $3.9B
TRV
Travelers Companies, Inc.

Financial Services
1.72K
New
$232.43 - $265.13 $400K - $456K
1.72K $455M
GLD
Spdr Gold Trust

ETFs
913
+ 9.82%
$243.19 - $288.14 $222K - $263K
10.2K $2.94B
XYL
Xylem Inc.

Industrials
3.7K
New
$114.02 - $132.04 $422K - $489K
3.7K $442M
CME
Cme Group Inc.

Financial Services
623
+ 5.34%
$225.82 - $266.54 $141K - $166K
12.3K $3.26B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15.5K
New
$25.81 - $28.52 $401K - $443K
15.5K $428M
VIV
Telefonica Brasil S.A.

Communication Services
48.5K
New
$7.5 - $9.4 $364K - $456K
48.5K $423M
NLOK
Norton Life Lock Inc.

Technology
15.9K
New
N/A
15.9K $423M
PULS
Pgim ETF Tr

ETFs
8.44K
+ 43.67%
$49.56 - $49.78 $418K - $420K
27.8K $1.38B
NVO
Novo Nordisk A S

Healthcare
5.97K
New
$69.3 - $90.95 $414K - $543K
5.97K $414M
KHC
Kraft Heinz CO

Consumer Defensive
12.8K
New
$28.51 - $32.22 $364K - $411K
12.8K $388M
GIB
Cgi Inc

Technology
3.88K
New
$98.12 - $122.43 $380K - $475K
3.88K $387M
INFY
Infosys LTD

Technology
20.8K
New
$18.06 - $22.89 $375K - $476K
20.8K $379M
MEAR
Blackrock Short Maturity Munic

ETFs
7.39K
+ 8.76%
$49.97 - $50.36 $369K - $372K
91.7K $4.61B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.7K
+ 66.46%
$76.94 - $78.28 $361K - $368K
11.8K $921M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
11.6K
+ 15.74%
$89.18 - $104.04 $1.03M - $1.21M
85.2K $7.8B
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.35K
New
$56.12 - $68.15 $300K - $365K
5.35K $363M
First Tr Exchng Traded Fd Vi
11.6K
+ 1.45%
N/A
811K $16.5B
CTSH
Cognizant Technology Solutions Corp

Technology
4.51K
New
$75.32 - $90.7 $340K - $409K
4.51K $345M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
15.4K
+ 25.02%
$23.32 - $23.84 $359K - $367K
77K $1.8B
GE
General Electric CO

Industrials
1.89K
+ 25.38%
$168.59 - $212.13 $319K - $401K
9.35K $1.87B
TXN
Texas Instruments Inc

Technology
1.91K
+ 14.21%
N/A
15.4K $2.76B
XLU
Utilities Sector Spdr

ETFs
4.35K
+ 5.29%
$74.7 - $80.27 $325K - $349K
86.7K $6.83B
KO
Coca Cola CO

Consumer Defensive
1.02K
+ 2.78%
$60.81 - $72.32 $61.8K - $73.5K
37.5K $2.69B
CORT
Corcept Therapeutics Inc

Healthcare
2.89K
New
$49.85 - $114.22 $144K - $330K
2.89K $330M
IWM
Ishares Russell 2000 ETF

ETFs
5.35K
+ 19.97%
$198.1 - $229.79 $1.06M - $1.23M
32.1K $6.41B
TMUS
T Mobile Us, Inc.

Communication Services
1.12K
+ 39.43%
$211.3 - $272.83 $236K - $304K
3.95K $1.05B
BMI
Badger Meter Inc

Technology
1.72K
New
$189.49 - $221.51 $326K - $381K
1.72K $327M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.77K
+ 52.79%
$165.25 - $224.62 $624K - $848K
10.9K $1.81B
MTD
Mettler Toledo International Inc

Healthcare
275
New
$1177.09 - $1390.0 $324K - $382K
275 $325M
CGMU
Capital Group Core Plus Income
12.2K
+ 86.49%
N/A
26.2K $703M
PHM
Pultegroup Inc

Consumer Cyclical
3.09K
New
$101.09 - $118.51 $313K - $366K
3.09K $318M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
8.18K
New
$36.46 - $39.46 $298K - $323K
8.18K $313M
Te Connectivity PLC
2.2K
New
N/A
2.2K $310M
INTU
Intuit Inc

Technology
467
+ 109.88%
$555.63 - $630.23 $259K - $294K
892 $548M
RY
Royal Bank Of Canada

Financial Services
2.65K
New
$108.81 - $123.4 $288K - $327K
2.65K $298M
VO
Vanguard Mid Cap ETF

ETFs
2.35K
+ 14.41%
$251.87 - $277.95 $592K - $653K
18.7K $4.83B
CHKP
Check Point Software Technologies LTD

Technology
1.27K
New
$179.88 - $231.31 $229K - $295K
1.27K $290M
CHMG
Chemung Financial Corp

Financial Services
6.1K
New
$44.8 - $53.98 $273K - $329K
6.1K $290M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
4.77K
+ 3.38%
$22.91 - $25.71 $109K - $123K
146K $3.7B
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
18.7K
New
$14.13 - $16.72 $265K - $313K
18.7K $290M
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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