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
First Tr Exchng Traded Fd Vi
18.7K
+ 2.29%
N/A
834K $16.5B
VGIT
Vanguard Intermediate Term Tre

ETFs
20K
+ 8.32%
$58.97 - $60.36 $1.18M - $1.21M
260K $15.6B
IAU
Ishares Gold Trust

ETFs
45.1K
+ 26.65%
$61.62 - $72.77 $2.78M - $3.28M
214K $15.6B
XLK
Technology Sector Spdr

ETFs
1.42K
+ 2.69%
$250.97 - $282.66 $357K - $402K
54.3K $15.3B
AXP
American Express CO

Financial Services
40.3K
+ 755.85%
$294.27 - $342.31 $11.8M - $13.8M
45.6K $15.1B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.76K
+ 1.2%
$59.61 - $63.09 $164K - $174K
232K $14.6B
J P Morgan Exchange Traded F
3.16K
+ 1.16%
N/A
276K $14.1B
IEMG
Ishares Inc

ETFs
2.39K
+ 1.17%
N/A
206K $13.6B
XOM
Exxon Mobil Corp

Energy
1.89K
+ 1.62%
$105.83 - $117.22 $200K - $222K
119K $13.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
979
+ 0.75%
$97.75 - $100.75 $95.7K - $98.6K
131K $13.2B
HEFA
Ishares Currency Hedged Msci E

ETFs
6.72K
+ 2.14%
$37.2 - $39.61 $250K - $266K
321K $12.7B
EEMV
Ishares Msci Emerging Markets

ETFs
80.5K
+ 70.7%
$61.94 - $64.63 $4.99M - $5.2M
194K $12.4B
XLV
Select Sector Spdr Fund Health

ETFs
75.2K
+ 917.33%
$129.01 - $139.72 $9.71M - $10.5M
83.4K $11.6B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
9.56K
+ 4.81%
$50.32 - $54.01 $481K - $516K
208K $11.2B
COST
Costco Wholesale Corp

Consumer Defensive
3.47K
+ 40.66%
$915.95 - $994.57 $3.18M - $3.45M
12K $11.1B
TSLA
Tesla, Inc.

Consumer Cyclical
4.45K
+ 21.71%
$293.94 - $444.72 $1.31M - $1.98M
25K $11.1B
KMI
Kinder Morgan, Inc.

Energy
7.18K
+ 1.87%
$26.23 - $28.5 $188K - $205K
391K $11.1B
BOTZ
Global X Fds

ETFs
33.6K
+ 12.05%
$32.14 - $35.96 $1.08M - $1.21M
312K $11.1B
XLU
Utilities Sector Spdr

ETFs
21K
+ 19.94%
$81.14 - $87.32 $1.7M - $1.83M
126K $11B
META
Meta Platforms, Inc.

Communication Services
3.78K
+ 33.79%
$695.21 - $791.73 $2.62M - $2.99M
14.9K $11B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
29.9K
+ 16.77%
$48.72 - $50.73 $1.45M - $1.51M
208K $10.3B
Blackrock ETF Trust Ii
57.1K
+ 46.31%
N/A
180K $9.61B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.04K
+ 1.21%
$98.53 - $107.1 $103K - $111K
86.8K $9.11B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
322
+ 0.55%
$138.08 - $151.2 $44.5K - $48.7K
59K $8.92B
BEN
Franklin Resources Inc

Financial Services
35.5K
+ 10.33%
$23.13 - $26.03 $821K - $924K
379K $8.77B
BSCV
Invesco ETF Self Indexed Fd Tr
3.82K
+ 0.74%
$16.39 - $16.83 $62.6K - $64.3K
522K $8.71B
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
35.4K
+ 9.96%
$21.35 - $21.7 $756K - $768K
391K $8.43B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
31.5K
+ 28.48%
$54.35 - $59.32 $1.71M - $1.87M
142K $8.41B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
12.8K
+ 254.29%
$435.72 - $463.74 $5.56M - $5.92M
17.8K $8.25B
JNJ
Johnson & Johnson

Healthcare
4.29K
+ 10.78%
$155.17 - $185.42 $666K - $796K
44.1K $8.18B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
538
+ 0.49%
$68.24 - $73.73 $36.7K - $39.7K
110K $8.11B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
63.2K
+ 27.37%
$26.38 - $27.95 $1.67M - $1.77M
294K $8.03B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
762
+ 0.54%
$49.43 - $54.52 $37.7K - $41.5K
143K $7.76B
RTX
Raytheon Technologies Corp

Industrials
391
+ 0.85%
$144.19 - $167.33 $56.4K - $65.4K
46.1K $7.72B
WMT
Walmart Inc.

Consumer Defensive
895
+ 1.32%
$94.4 - $104.27 $84.5K - $93.3K
68.7K $7.08B
AVGO
Broadcom Inc.

Technology
869
+ 4.23%
$264.74 - $369.57 $230K - $321K
21.4K $7.07B
CSCO
Cisco Systems, Inc.

Technology
6.73K
+ 6.99%
$66.2 - $71.79 $445K - $483K
103K $7.05B
Invesco Exch Trd Slf Idx Fd
7.96K
+ 2.66%
N/A
307K $6.59B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
13.9K
+ 21.94%
$81.61 - $86.58 $1.13M - $1.2M
77.2K $6.59B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
88.7K
+ 61.06%
$26.92 - $28.6 $2.39M - $2.54M
234K $6.53B
ORCL
Oracle Corp

Technology
392
+ 1.76%
$218.96 - $328.33 $85.8K - $129K
22.7K $6.37B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
7.67K
+ 2.6%
N/A
303K $6.33B
HD
Home Depot, Inc.

Consumer Cyclical
539
+ 3.58%
$357.4 - $423.42 $193K - $228K
15.6K $6.32B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.97K
+ 4.5%
$85.93 - $92.12 $255K - $273K
68.8K $6.27B
GLD
Spdr Gold Trust

ETFs
343
+ 2.01%
$300.96 - $355.47 $103K - $122K
17.4K $6.2B
EMGF
Ishares Msci Emerging Markets

ETFs
1.16K
+ 1.08%
$51.93 - $56.75 $60.4K - $66K
109K $6.17B
OEF
Ishares S&P 100 ETF

ETFs
8.99K
+ 97.81%
N/A
18.2K $6.05B
BSCU
Invesco Exc Self Ind Tr

ETFs
8.43K
+ 2.43%
$16.67 - $17.03 $140K - $144K
355K $6.01B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.59K
+ 0.92%
$29.55 - $32.52 $46.9K - $51.6K
174K $5.57B
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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