Modern Wealth Management, LLC Purchases in Q4 2024

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYDB
Ishares Tr Edge High Yield Def

ETFs
28.2K
New
$46.68 - $47.95 $1.32M - $1.35M
28.2K $1.34B
TXN
Texas Instruments Inc

Technology
8.08K
+ 150.06%
N/A
13.5K $2.43B
C
Citigroup Inc

Financial Services
13K
+ 90.46%
$61.31 - $72.5 $798K - $943K
27.4K $2.21B
VOTE
Engine No 1 ETF Tr

ETFs
17.6K
New
$66.37 - $71.58 $1.17M - $1.26M
17.6K $1.25B
XLK
Technology Sector Spdr

ETFs
4.63K
+ 31.0%
$220.26 - $241.44 $1.02M - $1.12M
19.5K $4.62B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
24.3K
+ 2.8%
$56.06 - $61.35 $1.36M - $1.49M
893K $51.5B
APH
Amphenol Corp

Technology
17.1K
New
$62.07 - $75.35 $1.06M - $1.29M
17.1K $1.23B
FSCO
Fs Cr Opportunities Corp Com
175K
New
N/A
175K $1.22B
JNJ
Johnson & Johnson

Healthcare
8.77K
+ 35.62%
$143.34 - $165.86 $1.26M - $1.45M
33.4K $5.15B
TSLA
Tesla, Inc.

Consumer Cyclical
1.09K
+ 12.56%
$213.65 - $479.86 $234K - $525K
9.81K $3.44B
FDL
First Tr Morningstar Dividend

ETFs
26.2K
New
$39.59 - $43.95 $1.04M - $1.15M
26.2K $1.1B
CGGR
Capital Group Growth ETF Shs C

ETFs
26.7K
New
$34.49 - $39.24 $920K - $1.05M
26.7K $1.06B
VB
Vanguard Small Cap ETF

ETFs
4.18K
+ 293.33%
$233.76 - $261.58 $977K - $1.09M
5.61K $1.39B
AVUS
American Centy ETF Tr Avantis

ETFs
10.4K
New
$94.36 - $102.06 $985K - $1.07M
10.4K $1.05B
AVLV
American Centy ETF Tr Avantis
6.75K
+ 4.07%
$65.51 - $71.22 $442K - $481K
172K $11.9B
HD
Home Depot, Inc.

Consumer Cyclical
2.19K
+ 18.17%
$385.02 - $431.37 $843K - $945K
14.2K $5.9B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.58K
New
$340.59 - $380.5 $880K - $983K
2.58K $985M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
7.9K
New
$119.34 - $127.78 $943K - $1.01M
7.9K $962M
PULS
Pgim ETF Tr

ETFs
19.3K
New
$49.51 - $49.79 $957K - $962K
19.3K $959M
XLF
Financial Sector Spdr

ETFs
18.4K
New
$44.89 - $51.34 $828K - $946K
18.4K $948M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
23.4K
+ 130.23%
$40.84 - $42.74 $955K - $999K
41.3K $1.7B
IYR
Ishares Tr

ETFs
11.2K
+ 42.43%
$90.74 - $102.87 $1.02M - $1.16M
37.8K $3.63B
USB
Us Bancorp \De\

Financial Services
19.8K
New
$43.98 - $53.66 $869K - $1.06M
19.8K $926M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
14.7K
New
$45.39 - $62.98 $669K - $928K
14.7K $925M
AMT
American Tower Corp

Real Estate
4.83K
New
$179.4 - $232.01 $867K - $1.12M
4.83K $918M
IBMP
Ishares Tr Ibonds December 202

ETFs
36.4K
New
$25.08 - $25.43 $912K - $925K
36.4K $917M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.5K
+ 105.41%
$49.79 - $51.14 $922K - $947K
36.1K $1.81B
BGRN
Ishares Trust Ishares Usd Gre

ETFs
19.3K
New
$46.52 - $48.32 $898K - $933K
19.3K $904M
PLTR
Palantir Technologies Inc.

Technology
7.62K
New
$36.46 - $82.38 $278K - $628K
7.62K $889M
XLV
Select Sector Spdr Fund Health

ETFs
6.16K
+ 272.51%
$136.28 - $154.74 $839K - $953K
8.42K $1.23B
GLD
Spdr Gold Trust

ETFs
2.63K
+ 39.45%
$236.59 - $257.5 $622K - $677K
9.3K $2.5B
AMAT
Applied Materials Inc

Technology
5K
+ 166.12%
$161.44 - $213.89 $808K - $1.07M
8.01K $1.47B
AMGN
Amgen Inc

Healthcare
2.93K
+ 171.48%
$258.78 - $328.31 $759K - $963K
4.65K $1.37B
ACN
Accenture PLC

Technology
1.98K
+ 137.48%
$343.9 - $376.86 $680K - $745K
3.42K $1.32B
EPD
Enterprise Products Partners L.P.

Energy
24.5K
New
$28.66 - $34.43 $703K - $844K
24.5K $812M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
16.7K
New
$46.18 - $48.09 $772K - $804K
16.7K $812M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
9.06K
+ 2.39%
$40.26 - $42.88 $365K - $389K
389K $16.4B
HPE
Hewlett Packard Enterprise CO

Technology
36.8K
New
$19.31 - $23.95 $711K - $881K
36.8K $789M
SYK
Stryker Corp

Healthcare
1.89K
+ 197.59%
$345.14 - $392.15 $652K - $741K
2.85K $1.12B
MMM
3 M CO

Industrials
4.77K
+ 110.51%
$124.74 - $137.12 $595K - $654K
9.09K $1.36B
ECLN
First Tr Exchange Traded Fd Iv

ETFs
25.3K
New
$28.36 - $31.18 $719K - $790K
25.3K $764M
DGRO
Ishares Core Dividend Growth E

ETFs
12K
New
$60.73 - $64.94 $729K - $779K
12K $762M
PM
Philip Morris International Inc.

Consumer Defensive
2.54K
+ 17.27%
$118.38 - $133.06 $300K - $338K
17.2K $2.53B
Blackrock Inc
717
New
N/A
717 $707M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.43K
+ 255.86%
$178.39 - $215.0 $611K - $737K
4.77K $940M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.71K
New
$100.16 - $100.7 $672K - $676K
6.71K $674M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.5K
+ 99.82%
$34.13 - $37.35 $665K - $727K
39K $1.41B
EIPX
First Tr Exc Trd Fd Iv Ft Ener
24.9K
New
N/A
24.9K $647M
MKL
Markel Corp

Financial Services
22
+ 1.55%
$1542.01 - $1785.11 $33.9K - $39.3K
1.44K $2.87B
Activity Summary
Buys All Purchases 499 New Holdings 199 Increased Positions 300 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 1
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