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
WST
West Pharmaceutical Services Inc

Healthcare
55
+ 4.24%
$210.08 - $279.1 $11.6K - $15.4K
1.35K $354M
CHMG
Chemung Financial Corp

Financial Services
2.41K
+ 56.6%
$49.14 - $55.0 $118K - $132K
6.65K $349M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
750
+ 9.15%
$32.29 - $38.12 $24.2K - $28.6K
8.95K $341M
KMB
Kimberly Clark Corp

Consumer Defensive
24
+ 0.88%
$121.72 - $136.77 $2.92K - $3.28K
2.74K $341M
CAH
Cardinal Health Inc

Healthcare
525
+ 32.59%
$146.04 - $167.63 $76.7K - $88K
2.14K $335M
ADI
Analog Devices Inc

Technology
239
+ 21.24%
$220.68 - $255.63 $52.7K - $61.1K
1.36K $335M
BALT
Innovator Etfs Tr
914
+ 9.91%
$32.11 - $32.82 $29.3K - $30K
10.1K $333M
NI
Nisource Inc.

Utilities
56
+ 0.75%
$39.0 - $43.33 $2.18K - $2.43K
7.56K $327M
LHX
L3 Harris Technologies, Inc.

Industrials
4
+ 0.38%
$252.18 - $305.41 $1.01K - $1.22K
1.05K $322M
EIX
Edison International

Utilities
114
+ 2.02%
$50.42 - $56.35 $5.75K - $6.42K
5.77K $319M
KEYS
Keysight Technologies, Inc.

Technology
13
+ 0.72%
$158.51 - $178.15 $2.06K - $2.32K
1.81K $316M
CHKP
Check Point Software Technologies LTD

Technology
53
+ 3.63%
$180.73 - $231.23 $9.58K - $12.3K
1.51K $313M
WTRG
Essential Utilities, Inc.

Utilities
1.49K
+ 23.67%
$36.73 - $39.9 $54.7K - $59.4K
7.78K $310M
SNPS
Synopsys Inc

Technology
46
+ 7.97%
$387.78 - $645.35 $17.8K - $29.7K
623 $307M
CHD
Church & Dwight CO Inc

Consumer Defensive
313
+ 9.81%
$85.84 - $99.09 $26.9K - $31K
3.5K $307M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
504
+ 8.01%
$41.34 - $45.65 $20.8K - $23K
6.8K $306M
AFL
Aflac Inc

Financial Services
156
+ 6.07%
$98.09 - $111.7 $15.3K - $17.4K
2.73K $305M
Veralto Corp
460
+ 19.25%
N/A
2.85K $304M
FDX
Fedex Corp

Industrials
86
+ 7.21%
$217.1 - $243.2 $18.7K - $20.9K
1.28K $302M
AZN
Astrazeneca PLC

Healthcare
239
+ 6.49%
$68.72 - $82.11 $16.4K - $19.6K
3.92K $301M
IDXX
Idexx Laboratories Inc

Healthcare
24
+ 5.38%
$514.61 - $682.78 $12.4K - $16.4K
470 $300M
CVS
Cvs Health Corp

Healthcare
452
+ 12.88%
$58.75 - $76.5 $26.6K - $34.6K
3.96K $299M
TTEK
Tetra Tech Inc

Industrials
1.95K
+ 28.06%
$33.1 - $38.34 $64.6K - $74.9K
8.91K $298M
Fidelity Covington Trust
27
+ 0.33%
N/A
8.12K $294M
JOBY
Joby Aviation, Inc.

Industrials
113
+ 0.63%
$9.81 - $20.39 $1.11K - $2.3K
18.1K $292M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
39
+ 0.62%
$45.07 - $47.56 $1.76K - $1.85K
6.3K $290M
BDX
Becton Dickinson & CO

Healthcare
198
+ 14.89%
$172.41 - $199.66 $34.1K - $39.5K
1.53K $286M
DFUS
Dimensional ETF Tr U S Equity

ETFs
769
+ 24.3%
$67.01 - $72.84 $51.5K - $56K
3.93K $285M
PGRE
Paramount Group, Inc.

Real Estate
791
+ 1.85%
$6.03 - $7.55 $4.77K - $5.97K
43.5K $285M
ROST
Ross Stores, Inc.

Consumer Cyclical
23
+ 1.25%
$127.59 - $152.81 $2.93K - $3.51K
1.86K $283M
HWM
Howmet Aerospace Inc.

Industrials
72
+ 5.26%
$171.0 - $196.23 $12.3K - $14.1K
1.44K $283M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
144
+ 13.19%
$201.83 - $230.93 $29.1K - $33.3K
1.24K $275M
VLO
Valero Energy Corp

Energy
30
+ 1.9%
$131.77 - $175.63 $3.95K - $5.27K
1.61K $274M
NTR
Nutrien Ltd.

Basic Materials
59
+ 1.29%
$55.69 - $62.11 $3.29K - $3.66K
4.65K $273M
EW
Edwards Lifesciences Corp

Healthcare
566
+ 19.24%
$73.75 - $81.83 $41.7K - $46.3K
3.51K $273M
TDY
Teledyne Technologies Inc

Technology
3
+ 0.67%
$509.51 - $586.04 $1.53K - $1.76K
451 $264M
DFAX
Dimensional ETF Tr
632
+ 8.24%
$29.25 - $31.56 $18.5K - $19.9K
8.3K $261M
HTGC
Hercules Capital, Inc.

Financial Services
41
+ 0.3%
$18.34 - $19.53 $752 - $801
13.8K $260M
HCA
Hca Healthcare, Inc.

Healthcare
26
+ 4.45%
$334.32 - $426.2 $8.69K - $11.1K
610 $260M
WCN
Waste Connections, Inc.

Industrials
182
+ 14.12%
$171.32 - $191.84 $31.2K - $34.9K
1.47K $259M
NSC
Norfolk Southern Corp

Industrials
41
+ 5.09%
$259.49 - $300.41 $10.6K - $12.3K
847 $255M
ZION
Zions Bancorporation, National Association

Financial Services
63
+ 1.42%
$51.2 - $59.15 $3.23K - $3.73K
4.49K $254M
CRWD
Crowd Strike Holdings, Inc.

Technology
26
+ 5.32%
$412.46 - $514.1 $10.7K - $13.4K
515 $253M
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
20.9K
+ 100.8%
$5.43 - $6.23 $113K - $130K
41.6K $251M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
7
+ 0.29%
$101.12 - $106.18 $708 - $743
2.42K $249M
ET
Energy Transfer LP

Energy
701
+ 5.16%
$17.11 - $18.16 $12K - $12.7K
14.3K $245M
XLP
Consumer Staples Sector Spdr

ETFs
257
+ 8.95%
N/A
3.13K $245M
MPW
Medical Properties Trust Inc

Real Estate
7.5K
+ 18.65%
$3.98 - $5.13 $29.8K - $38.4K
47.7K $242M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
528
+ 2.3%
$10.17 - $11.97 $5.37K - $6.32K
23.5K $239M
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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