Modern Wealth Management, LLC Purchases in Q1 2025

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
608
+ 1.18%
$85.29 - $92.57 $51.9K - $56.3K
52K $4.73M
SPG
Simon Property Group Inc

Real Estate
1.27K
+ 4.49%
$159.48 - $187.78 $202K - $238K
29.5K $4.9M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
197
+ 0.33%
$78.12 - $83.7 $15.4K - $16.5K
59.1K $4.76M
VO
Vanguard Mid Cap ETF

ETFs
226
+ 1.21%
$251.87 - $277.95 $56.9K - $62.8K
18.9K $4.88M
META
Meta Platforms, Inc.

Communication Services
62
+ 0.73%
$576.36 - $736.67 $35.7K - $45.7K
8.54K $4.92M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.72K
+ 0.69%
$18.36 - $20.51 $31.6K - $35.3K
250K $4.94M
FBT
First Trust Nyse Arca Biotechn

ETFs
298
+ 1.0%
$164.86 - $182.19 $49.1K - $54.3K
30.1K $5.12M
IVE
Ishares S&P 500 Value ETF

ETFs
19
+ 0.07%
$185.78 - $198.58 $3.53K - $3.77K
26.8K $5.11M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
73
+ 0.07%
$48.06 - $53.73 $3.51K - $3.92K
105K $5.14M
HD
Home Depot, Inc.

Consumer Cyclical
67
+ 0.46%
$347.25 - $424.87 $23.3K - $28.5K
14.5K $5.33M
RTX
Raytheon Technologies Corp

Industrials
1.55K
+ 3.7%
$114.1 - $135.66 $177K - $210K
43.4K $5.75M
WELL
Welltower Inc.

Real Estate
411
+ 1.12%
$124.05 - $156.86 $51K - $64.5K
37.1K $5.68M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.8K
+ 2.77%
$56.17 - $59.71 $158K - $167K
104K $5.94M
CSCO
Cisco Systems, Inc.

Technology
1.92K
+ 2.04%
$58.74 - $64.87 $113K - $125K
96K $5.93M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
30
+ 0.03%
$50.39 - $50.66 $1.51K - $1.52K
116K $5.86M
ABT
Abbott Laboratories

Healthcare
240
+ 0.54%
$111.1 - $140.22 $26.7K - $33.7K
44.9K $5.95M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
236
+ 0.76%
$192.82 - $222.1 $45.5K - $52.4K
31.5K $6.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
258
+ 0.18%
$42.5 - $46.71 $11K - $12.1K
140K $6.32M
Blackrock ETF Trust Ii
61
+ 0.05%
N/A
121K $0
BA
Boeing CO

Industrials
300
+ 0.8%
$148.15 - $186.25 $44.4K - $55.9K
37.6K $6.42M
IWM
Ishares Russell 2000 ETF

ETFs
147
+ 0.46%
$198.1 - $229.79 $29.1K - $33.8K
32.3K $6.44M
IEMG
Ishares Inc

ETFs
1.61K
+ 1.35%
N/A
121K $6.47M
FXR
First Trust Industrials/Produc

ETFs
703
+ 0.73%
$68.3 - $79.81 $48K - $56.1K
96.5K $6.72M
JNJ
Johnson & Johnson

Healthcare
36
+ 0.09%
$142.06 - $167.7 $5.11K - $6.04K
40.6K $6.73M
XLU
Utilities Sector Spdr

ETFs
977
+ 1.13%
$74.7 - $80.27 $73K - $78.4K
87.6K $6.91M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
9.25K
+ 6.74%
$49.67 - $51.43 $459K - $476K
146K $7.48M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
404
+ 0.29%
$49.42 - $50.43 $20K - $20.4K
142K $7.1M
COST
Costco Wholesale Corp

Consumer Defensive
38
+ 0.48%
$890.62 - $1076.86 $33.8K - $40.9K
7.91K $7.48M
IEF
Ishares Barclays

ETFs
50
+ 0.06%
$91.17 - $95.39 $4.56K - $4.77K
78.9K $7.52M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
329
+ 0.39%
$89.18 - $104.04 $29.3K - $34.2K
85.6K $7.83M
LLY
Eli Lilly & CO

Healthcare
2.1K
+ 21.65%
$725.72 - $929.72 $1.52M - $1.95M
11.8K $9.74M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
8.36K
+ 5.27%
$49.22 - $51.73 $411K - $432K
167K $8.43M
HSUN
Hartford Fds Exchange Traded T

ETFs
3.63K
+ 1.54%
$34.17 - $35.03 $124K - $127K
239K $8.26M
FTLS
First Tr Long/Short Equity ETF

ETFs
777
+ 0.6%
$63.42 - $68.17 $49.3K - $53K
131K $8.37M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
97
+ 0.12%
$97.25 - $104.79 $9.43K - $10.2K
82.7K $8.58M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
42.6K
+ 4.13%
$8.4 - $10.21 $358K - $435K
1.07M $9.06M
VIG
Vanguard Dividend Appreciation

ETFs
299
+ 0.62%
N/A
48.2K $8.78M
GOOGL
Alphabet Inc.

Communication Services
157
+ 0.24%
$154.33 - $206.19 $24.2K - $32.4K
65.1K $10.1M
IAU
Ishares Gold Trust

ETFs
2.52K
+ 1.47%
$49.74 - $58.96 $125K - $148K
174K $10.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
486
+ 0.44%
$92.71 - $107.38 $45.1K - $52.2K
110K $10.2M
SPTS
Spdr Portfolio Short Term Trea

ETFs
22
+ 0.01%
$28.92 - $29.24 $636 - $643
363K $10.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.04K
+ 0.4%
$40.03 - $46.81 $41.6K - $48.7K
263K $10.7M
KMI
Kinder Morgan, Inc.

Energy
5.41K
+ 1.43%
$26.1 - $31.22 $141K - $169K
383K $10.9M
PG
Procter & Gamble CO

Consumer Defensive
897
+ 1.41%
$158.56 - $176.26 $142K - $158K
64.6K $11M
ABBV
Abb Vie Inc.

Healthcare
339
+ 0.65%
$169.2 - $216.66 $57.4K - $73.4K
52.8K $11.1M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.82K
+ 1.44%
$55.41 - $60.74 $156K - $171K
198K $11.2M
IYW
Ishares Dj Us Tech ETF

ETFs
276
+ 0.34%
$140.44 - $166.79 $38.8K - $46K
80.6K $11.3M
AVLV
American Centy ETF Tr Avantis
2
+ 0.0%
$63.51 - $70.42 $127 - $141
173K $11.3M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
1.1K
+ 0.32%
$31.42 - $34.87 $34.5K - $38.3K
341K $11.5M
Activity Summary
Buys All Purchases 255 New Holdings 0 Increased Positions 255 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 2
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