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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.5K
+ 105.41%
$49.79 - $51.14 $922K - $947K
36.1K $1.81B
XLV
Select Sector Spdr Fund Health

ETFs
6.16K
+ 272.51%
$136.28 - $154.74 $839K - $953K
8.42K $1.23B
GLD
Spdr Gold Trust

ETFs
2.63K
+ 39.45%
$236.59 - $257.5 $622K - $677K
9.3K $2.5B
AMAT
Applied Materials Inc

Technology
5K
+ 166.12%
$161.44 - $213.89 $808K - $1.07M
8.01K $1.47B
AMGN
Amgen Inc

Healthcare
2.93K
+ 171.48%
$258.78 - $328.31 $759K - $963K
4.65K $1.37B
ACN
Accenture PLC

Technology
1.98K
+ 137.48%
$343.9 - $376.86 $680K - $745K
3.42K $1.32B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
9.06K
+ 2.39%
$40.26 - $42.88 $365K - $389K
389K $16.4B
SYK
Stryker Corp

Healthcare
1.89K
+ 197.59%
$345.14 - $392.15 $652K - $741K
2.85K $1.12B
MMM
3 M CO

Industrials
4.77K
+ 110.51%
$124.74 - $137.12 $595K - $654K
9.09K $1.36B
PM
Philip Morris International Inc.

Consumer Defensive
2.54K
+ 17.27%
$118.38 - $133.06 $300K - $338K
17.2K $2.53B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.5K
+ 99.82%
$34.13 - $37.35 $665K - $727K
39K $1.41B
MKL
Markel Corp

Financial Services
22
+ 1.55%
$1542.01 - $1785.11 $33.9K - $39.3K
1.44K $2.87B
WFC
Wells Fargo & Company

Financial Services
6.08K
+ 87.43%
$54.98 - $77.35 $334K - $470K
13K $1.03B
CEG
Constellation Energy Corp

Utilities
1.41K
+ 51.95%
$224.28 - $285.52 $316K - $403K
4.13K $1.33B
MUB
Ishares National Muni Bond ETF

ETFs
5.77K
+ 107.65%
$105.78 - $108.7 $610K - $627K
11.1K $1.19B
ADP
Automatic Data Processing Inc

Industrials
1.8K
+ 126.18%
$280.08 - $307.97 $504K - $554K
3.22K $989M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.9K
+ 15.28%
$71.75 - $75.11 $784K - $821K
82.5K $5.97B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
24.9K
+ 67.85%
$23.29 - $23.93 $580K - $596K
61.6K $1.46B
QDPL
Pacer Fds Tr Metaurus Us Large
12.4K
+ 38.9%
$37.54 - $40.11 $464K - $496K
44.1K $1.75B
PEP
Pepsico Inc

Consumer Defensive
5.01K
+ 69.47%
$151.29 - $176.1 $758K - $882K
12.2K $1.76B
NFLX
Netflix Inc

Communication Services
279
+ 37.1%
$687.65 - $936.56 $192K - $261K
1.03K $1.06B
UNP
Union Pacific Corp

Industrials
2.06K
+ 52.43%
$223.15 - $249.32 $459K - $513K
5.99K $1.46B
DIS
Walt Disney CO

Communication Services
2.91K
+ 23.11%
$92.39 - $117.6 $269K - $342K
15.5K $1.69B
UPS
United Parcel Service Inc

Industrials
5.43K
+ 85.77%
$122.65 - $138.35 $666K - $751K
11.8K $1.34B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.38K
+ 7.82%
$174.22 - $187.62 $415K - $447K
32.8K $5.93B
AXP
American Express CO

Financial Services
880
+ 21.76%
$267.35 - $305.57 $235K - $269K
4.92K $1.53B
VUG
Vanguard Growth ETF

ETFs
831
+ 47.24%
$378.79 - $428.11 $315K - $356K
2.59K $1.09B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.41K
+ 4.54%
$124.26 - $134.12 $175K - $188K
32.3K $4.3B
GE
General Electric CO

Industrials
1.52K
+ 25.65%
$159.95 - $194.23 $243K - $296K
7.46K $1.53B
BR
Broadridge Financial Solutions, Inc.

Technology
156
+ 1.16%
$209.64 - $236.44 $32.7K - $36.9K
13.6K $3.31B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.3K
+ 2.82%
$44.33 - $49.55 $324K - $362K
266K $12.2B
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
14.6K
+ 59.38%
$26.55 - $26.67 $388K - $390K
39.2K $1.05B
MCD
Mcdonalds Corp

Consumer Cyclical
1.15K
+ 13.34%
$288.47 - $316.54 $333K - $365K
9.8K $3.02B
IBMO
Ishares Tr Ibonds December 202

ETFs
15.2K
+ 60.41%
$25.4 - $25.62 $387K - $391K
40.5K $1.03B
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
37.5K
+ 60.04%
$10.64 - $11.1 $399K - $416K
100K $1.07B
MA
Mastercard Inc

Financial Services
520
+ 42.24%
$491.3 - $536.15 $255K - $279K
1.75K $986M
VO
Vanguard Mid Cap ETF

ETFs
514
+ 3.25%
$261.5 - $284.63 $134K - $146K
16.3K $4.53B
COP
Conocophillips

Energy
4.14K
+ 48.37%
$95.12 - $114.72 $394K - $475K
12.7K $1.26B
CRM
Salesforce, Inc.

Technology
883
+ 65.46%
$270.87 - $367.87 $239K - $325K
2.23K $730M
T
At&T Inc.

Communication Services
6.79K
+ 10.18%
$21.22 - $23.88 $144K - $162K
73.5K $1.83B
TT
Trane Technologies PLC

Industrials
1.15K
+ 59.87%
$369.35 - $419.14 $423K - $480K
3.06K $1.1B
SBUX
Starbucks Corp

Consumer Cyclical
2.34K
+ 39.75%
$87.44 - $102.5 $204K - $239K
8.21K $915M
Ge Vernova Inc
414
+ 31.1%
N/A
1.75K $672M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
94
+ 0.77%
$47.29 - $84.74 $4.45K - $7.97K
12.3K $949M
SO
Southern CO

Utilities
4.05K
+ 132.96%
$81.5 - $94.15 $330K - $381K
7.1K $607M
COF
Capital One Financial Corp

Financial Services
487
+ 11.32%
$145.19 - $192.01 $70.7K - $93.5K
4.79K $952M
BMY
Bristol Myers Squibb CO

Healthcare
4.65K
+ 36.44%
$51.92 - $59.94 $241K - $279K
17.4K $966M
WSM
Williams Sonoma Inc

Consumer Cyclical
121
+ 2.36%
$129.13 - $198.21 $15.6K - $24K
5.26K $1.1B
LOW
Lowes Companies Inc

Consumer Cyclical
1.22K
+ 80.79%
$244.52 - $284.07 $299K - $348K
2.74K $702M
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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