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
GLW
Corning Inc

Technology
442
+ 9.94%
$44.91 - $54.25 $19.9K - $24K
4.89K $224M
XLF
Financial Sector Spdr

ETFs
341
+ 1.85%
$47.32 - $52.19 $16.1K - $17.8K
18.8K $935M
IJK
Ishares S&P Midcap 400 Growth

ETFs
172
+ 6.39%
$81.62 - $96.63 $14K - $16.6K
2.86K $238M
MGC
Vanguard Mega Cap ETF

ETFs
5
+ 0.48%
$199.2 - $222.69 $996 - $1.11K
1.04K $209M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
304
+ 11.76%
$333.37 - $384.99 $101K - $117K
2.89K $966M
ARCC
Ares Capital Corp

Financial Services
1.06K
+ 1.75%
$21.28 - $23.81 $22.5K - $25.2K
61.6K $1.37B
CSX
Csx Corp

Industrials
1.34K
+ 8.27%
$29.11 - $33.67 $38.9K - $45.1K
17.5K $516M
DIS
Walt Disney CO

Communication Services
1.44K
+ 9.3%
$96.87 - $114.0 $140K - $164K
16.9K $1.67B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
512
+ 8.17%
$47.79 - $59.89 $24.5K - $30.7K
6.78K $340M
Fidelity Covington Trust
27
+ 0.34%
N/A
8.07K $253M
TROW
Price T Rowe Group Inc

Financial Services
200
+ 8.38%
$91.57 - $116.93 $18.3K - $23.4K
2.59K $238M
PKW
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.08%
$109.15 - $120.99 $327 - $363
3.77K $425M
CW
Curtiss Wright Corp

Industrials
5
+ 0.59%
$304.82 - $384.07 $1.52K - $1.92K
851 $270M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
749
+ 4.71%
$32.49 - $37.99 $24.3K - $28.5K
16.7K $558M
MS
Morgan Stanley

Financial Services
82
+ 4.29%
$111.68 - $141.08 $9.16K - $11.6K
1.99K $233M
ZTS
Zoetis Inc.

Healthcare
355
+ 2.83%
$156.48 - $175.67 $55.6K - $62.4K
12.9K $2.12B
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.08%
$192.6 - $233.2 $193 - $233
1.22K $240M
CIEN
Ciena Corp

Technology
687
+ 25.94%
$60.43 - $98.18 $41.5K - $67.4K
3.34K $202M
SHOP
Shopify Inc.

Technology
244
+ 9.76%
$90.59 - $129.31 $22.1K - $31.6K
2.74K $262M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
679
+ 9.63%
$196.12 - $229.48 $133K - $156K
7.73K $1.56B
NOW
Service Now, Inc.

Technology
47
+ 13.24%
$783.83 - $1170.39 $36.8K - $55K
402 $320M
APH
Amphenol Corp

Technology
950
+ 5.57%
$61.62 - $78.55 $58.5K - $74.6K
18K $1.18B
CLH
Clean Harbors Inc

Industrials
19
+ 1.53%
$188.14 - $246.1 $3.57K - $4.68K
1.26K $248M
TT
Trane Technologies PLC

Industrials
76
+ 2.48%
$332.0 - $400.86 $25.2K - $30.5K
3.14K $1.06B
NUE
Nucor Corp

Basic Materials
31
+ 1.04%
$114.48 - $142.52 $3.55K - $4.42K
3.01K $362M
CBSH
Commerce Bancshares Inc

Financial Services
381
+ 2.29%
$58.85 - $68.59 $22.4K - $26.1K
17K $1.06B
COF
Capital One Financial Corp

Financial Services
197
+ 4.11%
$163.87 - $209.82 $32.3K - $41.3K
4.99K $894M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
168
+ 1.63%
$53.81 - $62.59 $9.04K - $10.5K
10.5K $586M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
55.7K
+ 13.99%
$36.64 - $45.76 $2.04M - $2.55M
454K $17B
QCOM
Qualcomm Inc

Technology
716
+ 7.02%
$151.94 - $175.86 $109K - $126K
10.9K $1.68B
MSI
Motorola Solutions, Inc.

Technology
551
+ 7.54%
$411.73 - $482.1 $227K - $266K
7.86K $3.44B
WST
West Pharmaceutical Services Inc

Healthcare
96
+ 8.83%
$199.11 - $347.87 $19.1K - $33.4K
1.18K $265M
VUG
Vanguard Growth ETF

ETFs
120
+ 4.63%
$369.1 - $427.61 $44.3K - $51.3K
2.71K $1B
IWN
Ishares Russell2000 Val ETF

ETFs
429
+ 4.56%
$149.27 - $169.4 $64K - $72.7K
9.83K $1.48B
GS
Goldman Sachs Group Inc

Financial Services
6
+ 0.64%
$524.81 - $672.19 $3.15K - $4.03K
946 $517M
XLC
Select Sector Spdr Tr Communic

ETFs
1.07K
+ 3.56%
$94.84 - $105.31 $101K - $113K
31.1K $3B
EWMC
Invesco Exchange Traded Fd Tr

ETFs
1.13K
+ 4.42%
N/A
26.8K $2.81B
IGV
Ishares Expanded Tech Software

ETFs
983
+ 8.95%
$88.3 - $107.83 $86.8K - $106K
12K $1.07B
CGGO
Capital Group Global Growth Eq

ETFs
208
+ 0.42%
$28.33 - $30.84 $5.89K - $6.41K
49.8K $1.41B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
621
+ 1.53%
$58.32 - $65.09 $36.2K - $40.4K
41.2K $2.48B
RDVY
First Trust Rising Dividend Ac

ETFs
1.34K
+ 2.67%
$57.22 - $63.39 $76.4K - $84.6K
51.3K $3B
WMT
Walmart Inc.

Consumer Defensive
8K
+ 14.76%
$84.5 - $105.05 $676K - $841K
62.2K $5.46B
TGT
Target Corp

Consumer Defensive
96
+ 1.98%
$103.65 - $142.5 $9.95K - $13.7K
4.93K $515M
NKE
Nike, Inc.

Consumer Cyclical
1.06K
+ 4.1%
$63.29 - $81.72 $67.2K - $86.7K
27K $1.71B
TTC
Toro CO

Industrials
783
+ 3.11%
$71.86 - $87.28 $56.3K - $68.3K
26K $1.89B
MKL
Markel Corp

Financial Services
21
+ 1.46%
$1660.14 - $2059.83 $34.9K - $43.3K
1.46K $2.74B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
678
+ 1.2%
$66.3 - $74.17 $45K - $50.3K
57.3K $3.99B
MU
Micron Technology Inc

Technology
110
+ 0.58%
$86.89 - $109.38 $9.56K - $12K
19K $1.65B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
795
+ 8.91%
$211.47 - $267.17 $168K - $212K
9.72K $2.05B
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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email