Modern Wealth Management, LLC Incresed Positions in Q3 2025

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
284K
+ 12.52%
$50.53 - $50.82 $14.3M - $14.4M
2.55M $130B
AAPL
Apple Inc.

Technology
64.4K
+ 16.24%
$202.38 - $256.87 $13M - $16.5M
461K $117B
MSFT
Microsoft Corp

Technology
51.3K
+ 34.53%
$491.09 - $535.64 $25.2M - $27.5M
200K $104B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
764K
+ 54.34%
$45.26 - $46.63 $34.6M - $35.6M
2.17M $100B
QUAL
Ishares Msci Usa Quality Facto

ETFs
190K
+ 59.39%
$182.33 - $194.5 $34.7M - $37M
511K $99.4B
VTI
Vanguard Total Stock Market Et

ETFs
2.63K
+ 0.89%
$303.93 - $329.86 $800K - $868K
298K $97.7B
JCPB
J P Morgan Exchange Traded Fd

ETFs
544K
+ 66.99%
$46.37 - $47.77 $25.2M - $26M
1.36M $64.5B
JMBS
Janus Detroit Str Tr Henderson

ETFs
549K
+ 64.31%
$44.34 - $45.94 $24.3M - $25.2M
1.4M $64B
Victory Portfolios Ii
682K
+ 67.37%
N/A
1.69M $63.6B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
381K
+ 103.81%
$72.65 - $78.68 $27.7M - $30M
748K $58.6B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.95M
+ 770.47%
$21.69 - $23.34 $42.4M - $45.6M
2.21M $51.4B
SPTS
Spdr Portfolio Short Term Trea

ETFs
748K
+ 74.9%
$29.12 - $29.34 $21.8M - $21.9M
1.75M $51.2B
PVAL
Putnam ETF Tr Putnam Focused L
579K
+ 93.64%
$39.93 - $42.72 $23.1M - $24.7M
1.2M $51.1B
T Rowe Price ETF Inc
8.63K
+ 0.68%
N/A
1.29M $48.5B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.76M
+ 3179.23%
$24.46 - $26.5 $43M - $46.6M
1.82M $47.8B
IVE
Ishares S&P 500 Value ETF

ETFs
2.35K
+ 1.06%
$194.44 - $206.51 $456K - $484K
223K $46B
IQLT
Ishares Msci Intl Quality Fact

ETFs
625K
+ 156.58%
$41.43 - $44.2 $25.9M - $27.6M
1.02M $45.3B
LRGF
Ishares Tr

ETFs
342K
+ 111.23%
$64.13 - $69.24 $21.9M - $23.7M
649K $44.8B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.23M
+ 422.67%
$23.82 - $25.84 $29.3M - $31.7M
1.52M $39.1B
GOOGL
Alphabet Inc.

Communication Services
77.2K
+ 103.36%
$174.36 - $254.72 $13.5M - $19.7M
152K $36.9B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
119K
+ 1066.77%
$224.68 - $282.71 $26.7M - $33.6M
130K $36.3B
AMZN
Amazon Com Inc

Consumer Cyclical
61K
+ 63.44%
$211.65 - $238.24 $12.9M - $14.5M
157K $34.5B
AVDE
American Centy ETF Tr Avantis

ETFs
323K
+ 304.42%
$73.24 - $79.04 $23.7M - $25.6M
430K $33.9B
NVDA
Nvidia Corp

Technology
12.2K
+ 7.39%
$153.3 - $186.58 $1.88M - $2.28M
178K $33.2B
VTV
Vanguard Value ETF

ETFs
1.47K
+ 0.88%
$175.51 - $186.57 $257K - $274K
168K $31.4B
XLE
Energy Sector Spdr

ETFs
767
+ 0.23%
$84.25 - $91.99 $64.6K - $70.6K
341K $30.5B
DFIS
Dimensional ETF Tr Dimensional

ETFs
389K
+ 68.15%
$29.65 - $31.77 $11.5M - $12.4M
961K $30.4B
SHV
Ishares Tr

ETFs
25.3K
+ 10.72%
$110.06 - $110.49 $2.79M - $2.8M
262K $28.9B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
211K
+ 644.94%
$107.27 - $113.94 $22.6M - $24M
244K $27.7B
SNSR
Global X Fds Internet Of Thing

ETFs
6.67K
+ 0.97%
$36.13 - $39.89 $241K - $266K
692K $27B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.7K
+ 2.6%
$84.28 - $89.46 $649K - $688K
303K $27B
LQD
Ishares Iboxx $ Investment Gra

ETFs
29.9K
+ 14.13%
$107.66 - $112.36 $3.22M - $3.36M
241K $26.9B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
293K
+ 430.14%
$68.27 - $75.58 $20M - $22.1M
361K $26.8B
HON
Honeywell International Inc

Industrials
3.78K
+ 3.28%
$207.7 - $240.4 $785K - $908K
119K $25B
VEA
Vanguard Ftse Developed Market

ETFs
7.5K
+ 1.83%
$56.02 - $60.3 $420K - $452K
417K $25B
SPSB
Spdr Portfolio Short Term Corp

ETFs
117K
+ 16.55%
$30.02 - $30.29 $3.5M - $3.54M
822K $24.9B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
222K
+ 90.39%
$50.85 - $51.35 $11.3M - $11.4M
468K $24B
OUNZ
Van Eck Merk Gold Trust

ETFs
23.3K
+ 3.87%
$31.49 - $37.19 $734K - $867K
626K $23.3B
GOOG
Alphabet Inc.

Communication Services
718
+ 0.77%
$175.16 - $255.24 $126K - $183K
94K $22.9B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
22.1K
+ 31.97%
$225.11 - $247.9 $4.97M - $5.47M
91.2K $22.5B
PID
Invesco Exchange Traded Fd Tr

ETFs
24.7K
+ 2.45%
N/A
1.03M $22B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
314K
+ 282.76%
$50.47 - $50.74 $15.8M - $15.9M
425K $21.6B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
153K
+ 254.83%
$92.18 - $95.14 $14.1M - $14.5M
212K $20.2B
EMLP
First Tr Exchange Traded Iv

ETFs
2.71K
+ 0.52%
$36.99 - $38.38 $100K - $104K
519K $19.9B
NEE
Nextera Energy Inc

Utilities
11.2K
+ 4.54%
$69.77 - $77.54 $780K - $867K
257K $19.4B
CVX
Chevron Corp

Energy
5.55K
+ 4.79%
$145.57 - $161.83 $808K - $898K
121K $18.9B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.79K
+ 1.14%
$70.85 - $76.96 $198K - $215K
248K $18.9B
HSUN
Hartford Fds Exchange Traded T

ETFs
184K
+ 54.85%
N/A
518K $18.4B
IDEV
Ishares Core Msci Intl Develop

ETFs
25.4K
+ 12.49%
$74.68 - $80.26 $1.89M - $2.03M
228K $18.3B
Activity Summary
Buys All Purchases 444 New Holdings 75 Increased Positions 369 Sells All Sells 311 Reductions 311 Sold out 0 Options Calls 0 Puts 0
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