Modern Wealth Management, LLC Incresed Positions in Q2 2025

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
390
+ 5.7%
$246.52 - $356.99 $96.1K - $139K
7.23K $2.58M
ABT
Abbott Laboratories

Healthcare
4.14K
+ 9.22%
$123.95 - $138.08 $513K - $571K
49K $6.67M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
3.18K
+ 6.39%
$60.99 - $77.53 $194K - $247K
53K $4.11M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
13.5K
+ 78.71%
$46.47 - $47.67 $629K - $645K
30.7K $1.46M
CEG
Constellation Energy Corp

Utilities
216
+ 4.53%
$170.96 - $322.76 $36.9K - $69.7K
4.98K $1.61M
APH
Amphenol Corp

Technology
493
+ 2.74%
$59.09 - $98.75 $29.1K - $48.7K
18.5K $1.83M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.47K
+ 84.39%
$273.67 - $366.17 $401K - $536K
3.2K $1.17M
PM
Philip Morris International Inc.

Consumer Defensive
1.09K
+ 6.18%
$149.23 - $184.95 $163K - $202K
18.7K $3.41M
C
Citigroup Inc

Financial Services
2.37K
+ 8.37%
$58.13 - $85.12 $138K - $202K
30.7K $2.61M
MPWR
Monolithic Power Systems Inc

Technology
215
+ 7.44%
$455.19 - $737.73 $97.9K - $159K
3.11K $2.27M
VOTE
Engine No 1 ETF Tr

ETFs
6.09K
+ 35.33%
$58.2 - $72.74 $354K - $443K
23.3K $1.7M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.36K
+ 5.38%
$72.32 - $86.4 $243K - $290K
65.9K $5.69M
HEFA
Ishares Currency Hedged Msci E

ETFs
308
+ 0.1%
$32.11 - $38.21 $9.89K - $11.8K
321K $12.2M
BAC
Bank Of America Corp

Financial Services
3.97K
+ 6.41%
$34.39 - $47.46 $137K - $189K
66K $3.12M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.4K
+ 4.35%
$152.93 - $181.74 $214K - $255K
33.6K $6.1M
PULS
Pgim ETF Tr

ETFs
9.91K
+ 35.69%
$49.39 - $49.76 $489K - $493K
37.7K $1.87M
IXC
Ishares Tr Global Energy ETF

ETFs
20.2K
+ 17.9%
$34.69 - $42.32 $702K - $856K
133K $5.24M
MUB
Ishares National Muni Bond ETF

ETFs
4.63K
+ 38.03%
$102.31 - $105.8 $474K - $490K
16.8K $1.76M
USXF
Ishares Esg Advanced Msci Usa

Technology
6.65K
+ 46.34%
$41.54 - $53.93 $276K - $358K
21K $1.13M
ASML
Asml Holding Nv

Technology
76
+ 2.71%
$595.37 - $815.24 $45.2K - $62K
2.88K $2.31M
VUG
Vanguard Growth ETF

ETFs
590
+ 21.77%
$329.49 - $438.4 $194K - $259K
3.3K $1.45M
FDN
First Tr Fd Dow Jones

ETFs
529
+ 8.81%
$200.29 - $269.33 $106K - $142K
6.53K $1.76M
RDVY
First Trust Rising Dividend Ac

ETFs
2.96K
+ 5.56%
$51.6 - $62.74 $153K - $186K
56.2K $3.53M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.8K
+ 15.12%
$30.53 - $40.65 $147K - $195K
36.6K $1.49M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
4.24K
+ 7.18%
$72.71 - $82.56 $308K - $350K
63.3K $5.16M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.49K
+ 8.24%
$52.31 - $63.72 $183K - $222K
45.8K $2.92M
XLC
Select Sector Spdr Tr Communic

ETFs
43
+ 0.14%
$86.13 - $108.53 $3.7K - $4.67K
31.1K $3.38M
AXP
American Express CO

Financial Services
420
+ 8.53%
$231.39 - $318.98 $97.2K - $134K
5.34K $1.7M
KMI
Kinder Morgan, Inc.

Energy
858
+ 0.22%
$25.21 - $29.4 $21.6K - $25.2K
384K $11.3M
EFG
Msci Eafe Growth ETF

ETFs
71
+ 0.24%
$89.8 - $112.0 $6.38K - $7.95K
29.2K $3.27M
COF
Capital One Financial Corp

Financial Services
855
+ 17.14%
$150.57 - $212.76 $129K - $182K
5.84K $1.24M
AMGN
Amgen Inc

Healthcare
1.55K
+ 45.22%
$262.28 - $309.85 $405K - $479K
4.96K $1.39M
KO
Coca Cola CO

Consumer Defensive
5.01K
+ 12.8%
$68.37 - $73.9 $342K - $370K
44.1K $3.12M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
11.1K
+ 6.67%
$45.3 - $50.64 $505K - $564K
178K $8.74M
SPGI
S&P Global Inc.

Financial Services
559
+ 106.48%
$438.31 - $527.29 $245K - $295K
1.08K $571K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
410
+ 1.27%
$86.05 - $107.7 $35.3K - $44.2K
32.7K $3.52M
IGV
Ishares Expanded Tech Software

ETFs
427
+ 3.53%
$80.15 - $109.5 $34.2K - $46.8K
12.5K $1.37M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12.7K
+ 2.23%
$22.54 - $23.17 $287K - $295K
584K $13.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
26
+ 22.61%
$4164.15 - $5789.24 $108K - $151K
141 $816K
MBB
Ishares Tr

ETFs
2.86K
+ 1.83%
$91.41 - $94.22 $261K - $269K
159K $14.9M
NKE
Nike, Inc.

Consumer Cyclical
1.06K
+ 3.9%
$53.27 - $72.04 $56.5K - $76.4K
28.3K $2.01M
EMB
Ishares Tr

ETFs
2.43K
+ 9.04%
$86.54 - $92.62 $211K - $225K
29.4K $2.72M
CDW
Cdw Corp

Technology
279
+ 2.3%
$144.49 - $190.68 $40.3K - $53.2K
12.4K $2.22M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
3.48K
+ 22.15%
$72.34 - $83.73 $251K - $291K
19.2K $1.56M
FNDB
Schwab Fundamental U S Broad M

ETFs
10K
+ 83.31%
$20.36 - $23.98 $204K - $240K
22K $527K
GLDM
World Gold Trust

ETFs
3.37K
+ 88.59%
$58.96 - $67.97 $199K - $229K
7.17K $470K
MKL
Markel Corp

Financial Services
21
+ 1.43%
$1678.5 - $1997.36 $35.2K - $41.9K
1.49K $2.98M
CGGO
Capital Group Global Growth Eq

ETFs
1.45K
+ 2.92%
$25.31 - $32.17 $36.8K - $46.7K
51.3K $1.64M
LECO
Lincoln Electric Holdings Inc

Industrials
320
+ 3.71%
$167.18 - $211.38 $53.5K - $67.6K
8.94K $1.85M
Activity Summary
Buys All Purchases 478 New Holdings 135 Increased Positions 343 Sells All Sells 265 Reductions 265 Sold out 0 Options Calls 0 Puts 1
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