Modern Wealth Management, LLC Incresed Positions 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
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
Schwab Charles Family Fd
7.44M
+ 803.19%
N/A
8.37M $8.37B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
109K
+ 45.43%
$50.52 - $50.95 $5.49M - $5.54M
348K $17.7B
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
AAPL
Apple Inc.

Technology
991
+ 0.94%
$207.23 - $234.82 $205K - $233K
107K $24.9B
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
93.2K
+ 9.97%
$22.11 - $22.46 $2.06M - $2.09M
1.03M $23.1B
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
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
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
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
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
14.4K
+ 29.18%
$49.82 - $52.8 $719K - $762K
63.9K $3.36B
MSFT
Microsoft Corp

Technology
3.17K
+ 10.34%
$395.15 - $467.56 $1.25M - $1.48M
33.8K $14.6B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
15.1K
+ 26.9%
$44.83 - $47.42 $678K - $717K
71.4K $3.36B
WMT
Walmart Inc.

Consumer Defensive
3.82K
+ 10.67%
$66.91 - $81.4 $255K - $311K
39.6K $3.2B
IAU
Ishares Gold Trust

ETFs
921
+ 0.73%
$44.06 - $50.5 $40.6K - $46.5K
127K $6.31B
AVLV
American Centy ETF Tr Avantis
4.08K
+ 2.52%
$60.05 - $65.83 $245K - $268K
166K $10.9B
MBB
Ishares Tr

ETFs
6.25K
+ 20.59%
$90.85 - $96.66 $568K - $604K
36.6K $3.51B
TSLA
Tesla, Inc.

Consumer Cyclical
761
+ 9.57%
$191.76 - $263.26 $146K - $200K
8.71K $2.28B
UNH
Unitedhealth Group Inc

Healthcare
383
+ 6.31%
$488.01 - $604.18 $187K - $231K
6.45K $3.77B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12.6K
+ 251.08%
$49.93 - $51.15 $627K - $642K
17.6K $898M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
3.94K
+ 10.29%
$72.52 - $82.35 $286K - $324K
42.2K $3.45B
NKE
Nike, Inc.

Consumer Cyclical
4.23K
+ 21.29%
$71.09 - $89.44 $301K - $379K
24.1K $2.13B
JNJ
Johnson & Johnson

Healthcare
1.61K
+ 7.0%
$145.48 - $167.38 $234K - $270K
24.6K $3.99B
IBM
International Business Machines Corp

Technology
760
+ 8.3%
$175.1 - $223.38 $133K - $170K
9.92K $2.19B
TMO
Thermo Fisher Scientific Inc.

Healthcare
416
+ 8.2%
$531.86 - $624.21 $221K - $260K
5.49K $3.4B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.08K
+ 6.13%
$81.31 - $83.29 $413K - $423K
87.8K $7.3B
FTLS
First Tr Long/Short Equity ETF

ETFs
6.59K
+ 4.86%
$60.73 - $63.8 $400K - $421K
142K $9.03B
QDPL
Pacer Fds Tr Metaurus Us Large
13.5K
+ 73.45%
$34.97 - $38.41 $470K - $517K
31.8K $1.21B
XLK
Technology Sector Spdr

ETFs
2.38K
+ 19.01%
$197.34 - $237.68 $470K - $566K
14.9K $3.37B
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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