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
PAGP
Plains Gp Holdings LP

Energy
6.13K
+ 20.14%
$17.2 - $20.02 $105K - $123K
36.6K $769M
NOC
Northrop Grumman Corp

Industrials
433
New
$466.52 - $543.88 $202K - $236K
433 $205M
AVEM
American Centy ETF Tr Avantis

ETFs
3.4K
New
$58.59 - $66.14 $199K - $225K
3.4K $205M
ARCC
Ares Capital Corp

Financial Services
4.17K
+ 7.4%
$20.74 - $22.27 $86.5K - $92.9K
60.6K $1.38B
ET
Energy Transfer LP

Energy
10.1K
New
$16.05 - $19.86 $162K - $200K
10.1K $202M
ITW
Illinois Tool Works Inc

Industrials
783
New
$253.56 - $278.5 $199K - $218K
783 $202M
RF
Regions Financial Corp

Financial Services
8.36K
New
$22.45 - $27.47 $188K - $230K
8.36K $201M
VLO
Valero Energy Corp

Energy
1.47K
New
$118.59 - $144.02 $174K - $212K
1.47K $201M
CSX
Csx Corp

Industrials
6.5K
+ 67.06%
$31.58 - $36.88 $205K - $240K
16.2K $535M
FAST
Fastenal CO

Industrials
2.71K
New
$69.99 - $84.35 $190K - $229K
2.71K $200M
VEA
Vanguard Ftse Developed Market

ETFs
4.24K
+ 37.2%
$47.57 - $52.44 $202K - $223K
15.7K $791M
FTGC
First Trust Global Tactical CO

ETFs
6.3K
+ 44.78%
$23.23 - $24.25 $146K - $153K
20.4K $520M
KEY
Keycorp

Financial Services
10.5K
New
$16.21 - $19.97 $170K - $210K
10.5K $184M
DTM
Dt Midstream, Inc.

Energy
471
+ 7.93%
$78.85 - $108.56 $37.1K - $51.1K
6.41K $652M
PSX
Phillips 66

Energy
1.57K
+ 103.21%
$110.35 - $138.93 $174K - $219K
3.1K $383M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
360
+ 39.13%
$417.69 - $450.94 $150K - $162K
1.28K $569M
PANW
Palo Alto Networks Inc

Technology
2.98K
+ 106.88%
$181.96 - $405.9 $542K - $1.21M
5.77K $1.13B
MET
Metlife Inc

Financial Services
2.12K
+ 39.07%
$78.15 - $88.25 $166K - $187K
7.56K $628M
DUK
Duke Energy Corp

Utilities
1.49K
+ 16.62%
$105.76 - $120.76 $158K - $180K
10.5K $1.21B
ISRG
Intuitive Surgical Inc

Healthcare
136
+ 15.11%
$471.27 - $550.62 $64.1K - $74.9K
1.04K $617M
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.62K
+ 10.31%
$50.62 - $52.07 $183K - $188K
38.7K $1.99B
ENB
Enbridge Inc

Energy
2.82K
+ 36.29%
$40.4 - $43.92 $114K - $124K
10.6K $475M
IEFA
Ishares Tr

ETFs
2.52K
+ 30.64%
$70.06 - $77.43 $177K - $195K
10.8K $801M
KO
Coca Cola CO

Consumer Defensive
5.9K
+ 19.26%
$61.74 - $71.71 $364K - $423K
36.5K $2.36B
CI
Cigna Corp

Healthcare
694
+ 74.62%
$265.59 - $358.58 $184K - $249K
1.62K $476M
CAT
Caterpillar Inc

Industrials
1.09K
+ 12.29%
$360.37 - $416.88 $392K - $453K
9.94K $3.61B
NUE
Nucor Corp

Basic Materials
1.23K
+ 70.84%
$115.78 - $167.74 $143K - $207K
2.98K $409M
TMUS
T Mobile Us, Inc.

Communication Services
22
+ 0.78%
$206.1 - $246.94 $4.53K - $5.43K
2.83K $724M
EMF
Templeton Emerging Markets Fund

Financial Services
11.3K
New
$11.95 - $14.1 $135K - $159K
11.3K $143M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
400
+ 0.69%
$88.59 - $94.57 $35.4K - $37.8K
58.4K $5.44B
EVRG
Evergy, Inc.

Utilities
1.85K
+ 39.58%
$59.06 - $65.0 $109K - $120K
6.52K $429M
PSA
Public Storage

Real Estate
604
+ 81.07%
$289.33 - $360.21 $175K - $218K
1.35K $409M
BK
Bank Of New York Mellon Corp

Financial Services
724
+ 12.41%
$70.82 - $81.87 $51.3K - $59.3K
6.56K $558M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
11.9K
New
$11.34 - $12.27 $135K - $146K
11.9K $135M
GRMN
Garmin LTD

Technology
279
+ 15.41%
$161.91 - $220.77 $45.2K - $61.6K
2.09K $451M
WM
Waste Management Inc

Industrials
444
+ 26.91%
$201.79 - $228.46 $89.6K - $101K
2.09K $473M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
12.9K
New
$8.24 - $11.07 $107K - $143K
12.9K $129M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
11.4K
New
$10.65 - $11.42 $121K - $130K
11.4K $128M
JBBB
Janus Detroit Str Tr Henderson

ETFs
2.49K
+ 58.82%
$48.59 - $49.45 $121K - $123K
6.72K $333M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
10.3K
+ 82.41%
$12.12 - $13.1 $124K - $134K
22.7K $286M
SHW
Sherwin Williams CO

Basic Materials
370
+ 70.48%
$338.75 - $399.71 $125K - $148K
895 $322M
MDT
Medtronic PLC

Healthcare
1.21K
+ 8.9%
$79.61 - $92.24 $96.5K - $112K
14.8K $1.35B
Peakstone Realty Trust
10.6K
New
N/A
10.6K $112M
CTVA
Corteva, Inc.

Basic Materials
1.44K
+ 33.22%
$55.21 - $64.13 $79.5K - $92.3K
5.78K $359M
DGX
Quest Diagnostics Inc

Healthcare
314
+ 6.49%
N/A
5.16K $851M
AEE
Ameren Corp

Utilities
424
+ 7.38%
$85.81 - $94.98 $36.4K - $40.3K
6.17K $600M
IWB
Ishares Tr Russell 1000 ETF

ETFs
224
+ 19.75%
$311.11 - $335.64 $69.7K - $75.2K
1.36K $453M
QCOM
Qualcomm Inc

Technology
471
+ 4.84%
$150.4 - $178.04 $70.8K - $83.9K
10.2K $1.75B
MRK
Merck & Co., Inc.

Healthcare
3.62K
+ 44.0%
$96.31 - $114.76 $349K - $416K
11.9K $1.02B
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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