Modern Wealth Management, LLC Incresed Positions in Q4 2024

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
68.5K
+ 282.31%
$49.03 - $53.35 $3.36M - $3.66M
92.8K $4.93B
ABBV
Abb Vie Inc.

Healthcare
19.1K
+ 63.06%
$164.99 - $203.87 $3.15M - $3.89M
49.4K $9.39B
LLY
Eli Lilly & CO

Healthcare
4.05K
+ 50.69%
$727.2 - $932.06 $2.94M - $3.77M
12K $10.4B
TLT
Ishares Barclays 20+ Year Trea

ETFs
38.5K
+ 99.96%
$87.1 - $98.49 $3.35M - $3.79M
77K $6.85B
EFG
Msci Eafe Growth ETF

ETFs
30.7K
+ 189.39%
$96.83 - $106.88 $2.98M - $3.29M
47K $4.81B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
118K
+ 25.97%
$25.35 - $25.53 $3M - $3.02M
575K $14.6B
EFV
Msci Eafe Value ETF

ETFs
54.7K
+ 190.75%
$51.78 - $57.15 $2.83M - $3.13M
83.4K $4.66B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
233K
+ 1323.95%
$11.39 - $12.41 $2.65M - $2.89M
250K $2.99B
VONE
Vanguard Russell 1000 ETF

ETFs
3.52K
+ 3.74%
$257.18 - $277.76 $904K - $977K
97.6K $27B
DOW
Dow Inc.

Basic Materials
65.2K
+ 1644.32%
$39.1 - $55.34 $2.55M - $3.61M
69.2K $2.67B
WMT
Walmart Inc.

Consumer Defensive
14.6K
+ 36.82%
$79.1 - $95.7 $1.15M - $1.4M
54.2K $5.58B
IAU
Ishares Gold Trust

ETFs
30.3K
+ 23.86%
$48.37 - $52.65 $1.46M - $1.59M
157K $8.62B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
46.9K
+ 73.39%
$50.14 - $52.56 $2.35M - $2.46M
111K $5.6B
CSCO
Cisco Systems, Inc.

Technology
28.7K
+ 80.26%
$52.45 - $60.02 $1.5M - $1.72M
64.4K $4.05B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.69K
+ 9.1%
$442.29 - $483.08 $1.63M - $1.78M
44.3K $20.8B
IVE
Ishares S&P 500 Value ETF

ETFs
10K
+ 125.33%
$189.5 - $206.17 $1.9M - $2.07M
18K $3.52B
EWMC
Invesco Exchange Traded Fd Tr

ETFs
17.3K
+ 205.12%
N/A
25.7K $2.91B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
72K
+ 271.47%
$25.0 - $25.11 $1.8M - $1.81M
98.6K $2.47B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
75K
+ 275.19%
N/A
102K $2.46B
AVUV
American Centy ETF Tr Avantis

ETFs
15.1K
+ 7.65%
$94.37 - $106.41 $1.43M - $1.61M
213K $20.8B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
25.8K
+ 174.02%
$57.38 - $61.11 $1.48M - $1.58M
40.6K $2.59B
PG
Procter & Gamble CO

Consumer Defensive
11.5K
+ 26.4%
$161.05 - $179.7 $1.86M - $2.07M
55.3K $9.26B
META
Meta Platforms, Inc.

Communication Services
1.23K
+ 22.69%
$554.08 - $632.68 $680K - $776K
6.63K $4.76B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.9K
+ 256.38%
$370.24 - $418.94 $1.44M - $1.63M
5.42K $2.23B
SPSB
Spdr Portfolio Short Term Corp

ETFs
61.1K
+ 13.18%
$29.77 - $30.19 $1.82M - $1.85M
525K $15.7B
EMB
Ishares Tr

ETFs
17.8K
+ 734.02%
$88.94 - $93.46 $1.59M - $1.67M
20.3K $1.84B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
28.5K
+ 329.08%
$55.45 - $61.08 $1.58M - $1.74M
37.2K $2.12B
IEF
Ishares Barclays

ETFs
19.7K
+ 39.5%
$92.08 - $98.18 $1.82M - $1.94M
69.7K $6.49B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
16.8K
+ 10.88%
$55.86 - $60.21 $941K - $1.01M
172K $10.3B
IEMG
Ishares Inc

ETFs
30.8K
+ 87.02%
N/A
66.1K $3.58B
V
Visa Inc.

Financial Services
3.26K
+ 64.08%
$273.87 - $320.91 $894K - $1.05M
8.36K $2.94B
ORCL
Oracle Corp

Technology
8.02K
+ 130.4%
$165.41 - $192.43 $1.33M - $1.54M
14.2K $2.53B
PECO
Phillips Edison & Company, Inc.

Real Estate
41.2K
+ 54.09%
$35.96 - $39.8 $1.48M - $1.64M
117K $4.32B
FSK
Fs Kkr Capital Corp

Financial Services
1.2K
+ 0.29%
$19.71 - $22.22 $23.7K - $26.7K
421K $9.73B
BAC
Bank Of America Corp

Financial Services
25K
+ 65.56%
$39.22 - $47.77 $980K - $1.19M
63.1K $2.94B
IBM
International Business Machines Corp

Technology
4.57K
+ 46.08%
$204.9 - $238.04 $937K - $1.09M
14.5K $3.61B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
121K
+ 736.8%
$11.1 - $12.03 $1.34M - $1.45M
137K $1.59B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
16.8K
+ 39.74%
$80.18 - $88.79 $1.34M - $1.49M
59K $4.81B
TXN
Texas Instruments Inc

Technology
8.08K
+ 150.06%
N/A
13.5K $2.43B
C
Citigroup Inc

Financial Services
13K
+ 90.46%
$61.31 - $72.5 $798K - $943K
27.4K $2.21B
XLK
Technology Sector Spdr

ETFs
4.63K
+ 31.0%
$220.26 - $241.44 $1.02M - $1.12M
19.5K $4.62B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
24.3K
+ 2.8%
$56.06 - $61.35 $1.36M - $1.49M
893K $51.5B
JNJ
Johnson & Johnson

Healthcare
8.77K
+ 35.62%
$143.34 - $165.86 $1.26M - $1.45M
33.4K $5.15B
TSLA
Tesla, Inc.

Consumer Cyclical
1.09K
+ 12.56%
$213.65 - $479.86 $234K - $525K
9.81K $3.44B
VB
Vanguard Small Cap ETF

ETFs
4.18K
+ 293.33%
$233.76 - $261.58 $977K - $1.09M
5.61K $1.39B
AVLV
American Centy ETF Tr Avantis
6.75K
+ 4.07%
$65.51 - $71.22 $442K - $481K
172K $11.9B
HD
Home Depot, Inc.

Consumer Cyclical
2.19K
+ 18.17%
$385.02 - $431.37 $843K - $945K
14.2K $5.9B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
23.4K
+ 130.23%
$40.84 - $42.74 $955K - $999K
41.3K $1.7B
IYR
Ishares Tr

ETFs
11.2K
+ 42.43%
$90.74 - $102.87 $1.02M - $1.16M
37.8K $3.63B
Activity Summary
Buys All Purchases 499 New Holdings 199 Increased Positions 300 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 1
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