Modern Wealth Management, LLC Incresed Positions in Q2 2024

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
158K
+ 2037.48%
$154.56 - $173.19 $24.5M - $27.4M
166K $28.4B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
331K
+ 59.05%
$60.69 - $66.83 $20.1M - $22.1M
891K $59.1B
SPYG
Spdr Portfolio

ETFs
145K
+ 241.12%
$68.71 - $80.95 $9.99M - $11.8M
206K $16.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
991
+ 0.43%
$414.65 - $485.21 $411K - $481K
230K $110B
IYW
Ishares Dj Us Tech ETF

ETFs
55.7K
+ 1705.72%
$124.75 - $153.46 $6.95M - $8.55M
59K $8.88B
IVW
Ishares S&P 500 Growth ETF

ETFs
15.3K
+ 1.72%
$79.31 - $93.31 $1.21M - $1.42M
903K $83.6B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
203K
+ 361.8%
$39.75 - $43.15 $8.05M - $8.74M
259K $10.7B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
158K
+ 194.17%
$50.49 - $50.93 $7.98M - $8.04M
239K $12.2B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
76.1K
+ 83.82%
$91.42 - $91.82 $6.95M - $6.98M
167K $15.3B
AAPL
Apple Inc.

Technology
16.1K
+ 17.97%
$165.0 - $216.67 $2.66M - $3.49M
106K $22.3B
MSFT
Microsoft Corp

Technology
5.09K
+ 19.93%
$389.33 - $452.85 $1.98M - $2.31M
30.6K $13.7B
NVDA
Nvidia Corp

Technology
52K
+ 1073.58%
$118.11 - $1224.4 $6.14M - $63.6M
56.8K $7.02B
IVV
Ishares Core S&P 500 ETF

ETFs
3.44K
+ 11.77%
$497.53 - $549.64 $1.71M - $1.89M
32.7K $17.9B
JNJ
Johnson & Johnson

Healthcare
12.5K
+ 119.92%
$144.38 - $157.78 $1.81M - $1.98M
23K $3.36B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14.8K
+ 94.3%
$102.13 - $110.88 $1.51M - $1.64M
30.5K $3.26B
VHT
Vanguard Health Care ETF

ETFs
5.47K
+ 523.25%
$252.83 - $269.37 $1.38M - $1.47M
6.51K $1.73B
AVGO
Broadcom Inc.

Technology
673
+ 53.24%
$1204.71 - $1828.87 $811K - $1.23M
1.94K $3.11B
ABBV
Abb Vie Inc.

Healthcare
5.06K
+ 20.53%
$154.79 - $180.76 $783K - $914K
29.7K $5.09B
XOM
Exxon Mobil Corp

Energy
9.83K
+ 23.47%
$108.36 - $122.2 $1.06M - $1.2M
51.7K $5.95B
EFG
Msci Eafe Growth ETF

ETFs
9.69K
+ 218.36%
$97.17 - $106.25 $942K - $1.03M
14.1K $1.45B
VZ
Verizon Communications Inc

Communication Services
21.8K
+ 143.84%
$38.6 - $42.84 $842K - $935K
37K $1.52B
VTI
Vanguard Total Stock Market Et

ETFs
1.58K
+ 3.14%
$245.23 - $269.4 $386K - $424K
51.8K $13.9B
GOOGL
Alphabet Inc.

Communication Services
2.45K
+ 8.12%
$150.53 - $185.41 $369K - $454K
32.6K $5.94B
T Rowe Price ETF Inc
1.33K
+ 0.2%
N/A
681K $21.4B
BNL
Broadstone Net Lease, Inc.

Real Estate
46.6K
+ 81.31%
$14.29 - $16.03 $666K - $747K
104K $1.65B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
10.8K
+ 7.03%
$49.78 - $53.44 $537K - $577K
164K $8.69B
AMZN
Amazon Com Inc

Consumer Cyclical
2.9K
+ 9.11%
$173.67 - $197.85 $504K - $574K
34.7K $6.71B
HD
Home Depot, Inc.

Consumer Cyclical
2.18K
+ 24.97%
$325.1 - $368.03 $710K - $804K
10.9K $3.76B
WMT
Walmart Inc.

Consumer Defensive
7.75K
+ 27.65%
$58.85 - $68.9 $456K - $534K
35.8K $2.42B
EFV
Msci Eafe Value ETF

ETFs
12.6K
+ 147.12%
$52.34 - $56.41 $658K - $710K
21.1K $1.12B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.4K
+ 31.41%
$44.3 - $45.58 $596K - $613K
56.2K $2.54B
BX
Blackstone Inc.

Financial Services
4.95K
+ 68.45%
$116.13 - $132.0 $575K - $654K
12.2K $1.51B
MBB
Ishares Tr

ETFs
6.26K
+ 25.96%
$89.41 - $92.64 $560K - $580K
30.4K $2.79B
ELV
Elevance Health, Inc.

Healthcare
1.03K
+ 58.96%
$497.49 - $547.8 $514K - $566K
2.79K $1.51B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
23.2K
+ 18.14%
$22.12 - $22.75 $513K - $527K
151K $3.41B
CSCO
Cisco Systems, Inc.

Technology
11.1K
+ 57.49%
$45.52 - $50.04 $506K - $556K
30.5K $1.45B
T
At&T Inc.

Communication Services
23.6K
+ 69.14%
$16.09 - $19.11 $380K - $451K
57.7K $1.1B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.3K
+ 135.42%
$316.15 - $367.33 $410K - $476K
2.25K $821M
QCOM
Qualcomm Inc

Technology
1.79K
+ 22.78%
$157.63 - $227.09 $283K - $407K
9.67K $1.93B
JPM
Jpmorgan Chase & CO

Financial Services
1.99K
+ 8.21%
$180.08 - $204.79 $358K - $407K
26.2K $5.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.27K
+ 15.57%
$396.73 - $420.24 $504K - $534K
9.43K $3.83B
KO
Coca Cola CO

Consumer Defensive
7.04K
+ 36.11%
$58.06 - $64.15 $409K - $452K
26.5K $1.69B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.72K
+ 8.82%
$79.92 - $84.63 $377K - $400K
58.3K $4.89B
INTC
Intel Corp

Technology
14.3K
+ 194.88%
$29.85 - $44.52 $427K - $637K
21.7K $671M
MCD
Mcdonalds Corp

Consumer Cyclical
2.08K
+ 31.79%
$249.37 - $280.22 $518K - $582K
8.61K $2.19B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7.29K
+ 17.28%
$49.21 - $50.7 $359K - $369K
49.5K $2.48B
FTLS
First Tr Long/Short Equity ETF

ETFs
1.78K
+ 1.33%
$59.06 - $63.19 $105K - $112K
136K $8.49B
MDT
Medtronic PLC

Healthcare
5.2K
+ 65.15%
$78.71 - $87.02 $409K - $452K
13.2K $1.04B
GOOG
Alphabet Inc.

Communication Services
1.04K
+ 7.75%
$151.94 - $186.86 $158K - $195K
14.5K $2.65B
Activity Summary
Buys All Purchases 305 New Holdings 95 Increased Positions 210 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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