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
GD
General Dynamics Corp

Industrials
3.27K
+ 114.65%
$293.92 - $341.0 $961K - $1.12M
6.12K $2.09B
CDW
Cdw Corp

Technology
294
+ 2.37%
$156.97 - $182.84 $46.1K - $53.8K
12.7K $2.03B
QCOM
Qualcomm Inc

Technology
499
+ 4.27%
$145.84 - $173.55 $72.8K - $86.6K
12.2K $2.03B
SO
Southern CO

Utilities
50
+ 0.24%
$90.83 - $96.0 $4.54K - $4.8K
21.1K $2B
NKE
Nike, Inc.

Consumer Cyclical
185
+ 0.66%
$69.24 - $79.24 $12.8K - $14.7K
28.4K $1.98B
MUB
Ishares National Muni Bond ETF

ETFs
1.38K
+ 8.18%
$103.24 - $106.68 $142K - $147K
18.2K $1.94B
VOTE
Engine No 1 ETF Tr

ETFs
1K
+ 4.3%
$72.69 - $78.67 $72.9K - $78.9K
24.3K $1.91B
DTE
Dte Energy CO

Utilities
85
+ 0.64%
$130.26 - $141.49 $11.1K - $12K
13.4K $1.9B
SPMD
Spdr Portfolio

ETFs
6.99K
+ 26.93%
$54.43 - $58.29 $380K - $407K
33K $1.88B
Morgan Stanley ETF Trust
1.04K
+ 4.84%
N/A
22.6K $1.85B
EXR
Extra Space Storage Inc.

Real Estate
360
+ 2.83%
$134.36 - $152.88 $48.4K - $55K
13.1K $1.85B
ITA
Ishares Tr

ETFs
6.87K
+ 376.86%
$184.73 - $209.26 $1.27M - $1.44M
8.7K $1.82B
SUB
Ishares Short Term National Mu

ETFs
11.4K
+ 210.88%
$106.17 - $107.3 $1.21M - $1.23M
16.8K $1.8B
CGGR
Capital Group Growth ETF Shs C

ETFs
3.04K
+ 8.31%
$40.2 - $44.58 $122K - $136K
39.6K $1.74B
AVGE
American Centy ETF Tr Avantis
609
+ 3.02%
N/A
20.7K $1.73B
MA
Mastercard Inc

Financial Services
498
+ 20.01%
$550.18 - $598.96 $274K - $298K
2.99K $1.7B
COP
Conocophillips

Energy
157
+ 0.88%
$91.0 - $98.99 $14.3K - $15.5K
17.9K $1.69B
ZBRA
Zebra Technologies Corp

Technology
22
+ 0.39%
$296.92 - $341.36 $6.53K - $7.51K
5.66K $1.68B
LMT
Lockheed Martin Corp

Industrials
230
+ 7.34%
$410.74 - $499.21 $94.5K - $115K
3.36K $1.68B
USXF
Ishares Esg Advanced Msci Usa

Technology
4.2K
+ 16.82%
$53.69 - $57.31 $225K - $241K
29.2K $1.67B
CEG
Constellation Energy Corp

Utilities
84
+ 1.69%
$298.82 - $354.89 $25.1K - $29.8K
5.07K $1.67B
MMM
3 M CO

Industrials
1.35K
+ 14.41%
$144.41 - $160.2 $195K - $216K
10.7K $1.66B
Vanguard Wellington Fd
4.18K
+ 34.58%
N/A
16.3K $1.66B
WSM
Williams Sonoma Inc

Consumer Cyclical
1.02K
+ 13.93%
$163.62 - $210.2 $166K - $214K
8.31K $1.62B
Ge Vernova Inc
168
+ 6.84%
N/A
2.62K $1.61B
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.78K
+ 5.79%
$47.21 - $48.3 $84K - $86K
32.5K $1.56B
DUK
Duke Energy Corp

Utilities
619
+ 5.2%
$116.31 - $125.93 $72K - $78K
12.5K $1.55B
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.25K
+ 12.46%
$71.6 - $76.11 $161K - $171K
20.3K $1.54B
MO
Altria Group, Inc.

Consumer Defensive
1.93K
+ 9.04%
$57.75 - $67.68 $111K - $130K
23.2K $1.53B
URA
Global X Uranium ETF

ETFs
26.4K
+ 463.91%
$36.45 - $50.4 $963K - $1.33M
32.1K $1.53B
DIS
Walt Disney CO

Communication Services
270
+ 2.07%
$112.25 - $124.0 $30.3K - $33.5K
13.3K $1.53B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
401
+ 13.82%
$393.18 - $439.39 $158K - $176K
3.3K $1.44B
ARCC
Ares Capital Corp

Financial Services
9.23K
+ 15.78%
$20.41 - $23.25 $188K - $215K
67.7K $1.38B
Ishares Bitcoin Trust ETF
6.93K
+ 52.49%
N/A
20.1K $1.31B
COF
Capital One Financial Corp

Financial Services
317
+ 5.44%
$207.29 - $229.74 $65.7K - $72.8K
6.15K $1.31B
DBB
Invesco Db Base Metals Fund

ETFs
2.5K
+ 4.11%
$19.03 - $20.57 $47.6K - $51.4K
63.3K $1.3B
NVS
Novartis Ag

Healthcare
342
+ 3.59%
$113.5 - $129.73 $38.8K - $44.4K
9.88K $1.27B
BRW
Saba Capital Income & Opportunities Fund

Financial Services
2.2K
+ 1.38%
$7.72 - $8.46 $17K - $18.6K
161K $1.25B
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
385
+ 1.13%
N/A
34.6K $1.25B
HPE
Hewlett Packard Enterprise CO

Technology
100
+ 0.2%
$19.81 - $25.24 $1.98K - $2.52K
49.9K $1.22B
PANW
Palo Alto Networks Inc

Technology
221
+ 3.82%
$167.06 - $208.19 $36.9K - $46K
6.01K $1.22B
VOE
Vanguard Mid Cap Value Index F

ETFs
341
+ 5.14%
$164.63 - $174.58 $56.1K - $59.5K
6.98K $1.22B
BP
Bp PLC

Energy
275
+ 0.79%
$30.25 - $35.69 $8.32K - $9.81K
35.1K $1.21B
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
85
+ 0.37%
$49.0 - $51.91 $4.17K - $4.41K
23K $1.2B
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
777
+ 1.79%
$26.71 - $26.81 $20.8K - $20.8K
44.3K $1.19B
O
Realty Income Corp

Real Estate
54
+ 0.28%
$56.13 - $60.79 $3.03K - $3.28K
19.3K $1.18B
IBMO
Ishares Tr Ibonds December 202

ETFs
686
+ 1.52%
$25.58 - $25.72 $17.5K - $17.6K
45.7K $1.17B
PFG
Principal Financial Group Inc

Financial Services
2.72K
+ 24.51%
$75.53 - $82.95 $206K - $226K
13.8K $1.15B
WFC
Wells Fargo & Company

Financial Services
670
+ 5.16%
$77.05 - $85.16 $51.6K - $57.1K
13.7K $1.15B
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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