Modern Wealth Management, LLC Incresed Positions in Q1 2025

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
3.59K
+ 61.09%
$377.84 - $464.11 $1.36M - $1.67M
9.47K $3.63B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.41K
+ 2.2%
$81.83 - $82.73 $689K - $696K
391K $32.4B
PEP
Pepsico Inc

Consumer Defensive
5.97K
+ 48.88%
$142.64 - $156.42 $852K - $934K
18.2K $2.73B
SPTS
Spdr Portfolio Short Term Trea

ETFs
27.6K
+ 8.24%
$28.92 - $29.24 $799K - $807K
363K $10.6B
LMT
Lockheed Martin Corp

Industrials
1.88K
+ 181.04%
$423.19 - $506.29 $796K - $952K
2.92K $1.3B
BA
Boeing CO

Industrials
6.62K
+ 21.54%
$148.15 - $186.25 $980K - $1.23M
37.3K $6.37B
MRK
Merck & Co., Inc.

Healthcare
8.6K
+ 72.5%
$83.01 - $101.02 $714K - $868K
20.5K $1.84B
IBM
International Business Machines Corp

Technology
2.99K
+ 20.6%
$217.4 - $264.74 $649K - $790K
17.5K $4.35B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
23.6K
+ 13.73%
$55.41 - $60.74 $1.31M - $1.43M
195K $11B
PLTR
Palantir Technologies Inc.

Technology
10.5K
+ 137.72%
$64.98 - $124.62 $682K - $1.31M
18.1K $1.53B
ABT
Abbott Laboratories

Healthcare
4.24K
+ 10.49%
$111.1 - $140.22 $471K - $594K
44.6K $5.92B
EMB
Ishares Tr

ETFs
6.64K
+ 32.75%
$88.64 - $92.03 $589K - $611K
26.9K $2.44B
GWW
W.W. Grainger, Inc.

Industrials
600
+ 157.07%
$953.54 - $1132.42 $572K - $679K
982 $970M
CI
Cigna Corp

Healthcare
1.51K
+ 92.73%
$274.49 - $329.0 $413K - $495K
3.13K $1.03B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
21.3K
+ 20.79%
$23.9 - $24.18 $509K - $515K
124K $2.99B
IWV
Ishares Russell 3000 ETF

ETFs
1.72K
+ 278.86%
$313.1 - $349.83 $537K - $600K
2.33K $740M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
21.2K
+ 20.76%
N/A
123K $2.99B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
20.4K
+ 20.73%
$25.05 - $25.16 $512K - $514K
119K $2.99B
T
At&T Inc.

Communication Services
9.48K
+ 12.89%
$21.56 - $28.28 $204K - $268K
83K $2.35B
CMI
Cummins Inc

Industrials
1.71K
+ 307.57%
$312.92 - $386.07 $534K - $659K
2.26K $709M
VZ
Verizon Communications Inc

Communication Services
4.77K
+ 10.7%
$37.81 - $46.49 $181K - $222K
49.4K $2.24B
TSLA
Tesla, Inc.

Consumer Cyclical
5.23K
+ 53.3%
$222.15 - $428.22 $1.16M - $2.24M
15K $3.9B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.37K
+ 58.38%
$120.24 - $134.3 $525K - $587K
11.9K $1.45B
GLD
Spdr Gold Trust

ETFs
913
+ 9.82%
$243.19 - $288.14 $222K - $263K
10.2K $2.94B
CME
Cme Group Inc.

Financial Services
623
+ 5.34%
$225.82 - $266.54 $141K - $166K
12.3K $3.26B
PULS
Pgim ETF Tr

ETFs
8.44K
+ 43.67%
$49.56 - $49.78 $418K - $420K
27.8K $1.38B
MEAR
Blackrock Short Maturity Munic

ETFs
7.39K
+ 8.76%
$49.97 - $50.36 $369K - $372K
91.7K $4.61B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.7K
+ 66.46%
$76.94 - $78.28 $361K - $368K
11.8K $921M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
11.6K
+ 15.74%
$89.18 - $104.04 $1.03M - $1.21M
85.2K $7.8B
First Tr Exchng Traded Fd Vi
11.6K
+ 1.45%
N/A
811K $16.5B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
15.4K
+ 25.02%
$23.32 - $23.84 $359K - $367K
77K $1.8B
GE
General Electric CO

Industrials
1.89K
+ 25.38%
$168.59 - $212.13 $319K - $401K
9.35K $1.87B
TXN
Texas Instruments Inc

Technology
1.91K
+ 14.21%
N/A
15.4K $2.76B
XLU
Utilities Sector Spdr

ETFs
4.35K
+ 5.29%
$74.7 - $80.27 $325K - $349K
86.7K $6.83B
KO
Coca Cola CO

Consumer Defensive
1.02K
+ 2.78%
$60.81 - $72.32 $61.8K - $73.5K
37.5K $2.69B
IWM
Ishares Russell 2000 ETF

ETFs
5.35K
+ 19.97%
$198.1 - $229.79 $1.06M - $1.23M
32.1K $6.41B
TMUS
T Mobile Us, Inc.

Communication Services
1.12K
+ 39.43%
$211.3 - $272.83 $236K - $304K
3.95K $1.05B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.77K
+ 52.79%
$165.25 - $224.62 $624K - $848K
10.9K $1.81B
CGMU
Capital Group Core Plus Income
12.2K
+ 86.49%
N/A
26.2K $703M
INTU
Intuit Inc

Technology
467
+ 109.88%
$555.63 - $630.23 $259K - $294K
892 $548M
VO
Vanguard Mid Cap ETF

ETFs
2.35K
+ 14.41%
$251.87 - $277.95 $592K - $653K
18.7K $4.83B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
4.77K
+ 3.38%
$22.91 - $25.71 $109K - $123K
146K $3.7B
MA
Mastercard Inc

Financial Services
572
+ 32.67%
$504.67 - $576.31 $289K - $330K
2.32K $1.27B
PM
Philip Morris International Inc.

Consumer Defensive
381
+ 2.21%
$117.15 - $158.79 $44.6K - $60.5K
17.6K $2.8B
MO
Altria Group, Inc.

Consumer Defensive
2.75K
+ 18.65%
$50.81 - $60.02 $139K - $165K
17.5K $1.05B
GOOGL
Alphabet Inc.

Communication Services
12.4K
+ 23.63%
$154.33 - $206.19 $1.92M - $2.56M
64.9K $10B
IWB
Ishares Tr Russell 1000 ETF

ETFs
922
+ 67.89%
$302.31 - $337.54 $279K - $311K
2.28K $699M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.82K
+ 0.56%
$29.06 - $32.62 $52.9K - $59.4K
328K $10.3B
NOC
Northrop Grumman Corp

Industrials
421
+ 97.23%
$433.45 - $513.82 $182K - $216K
854 $437M
Activity Summary
Buys All Purchases 432 New Holdings 96 Increased Positions 336 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 1
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