Modern Wealth Management, LLC New Holdings in Q3 2025

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DELL
Dell Technologies Inc.

Technology
1.59K
New
$120.96 - $141.77 $193K - $226K
1.59K $226M
HSBC
Hsbc Holdings PLC

Financial Services
3.18K
New
$60.27 - $70.98 $192K - $226K
3.18K $226M
OHI
Omega Healthcare Investors Inc

Real Estate
5.22K
New
$36.29 - $43.34 $190K - $226K
5.22K $221M
2023 ETF Series Trust Ii
6.03K
New
N/A
6.03K $218M
Global X Fds
3.04K
New
N/A
3.04K $213M
BIIB
Biogen Inc.

Healthcare
1.51K
New
$122.68 - $148.84 $185K - $224K
1.51K $211M
PEG
Public Service Enterprise Group Inc

Utilities
2.52K
New
$79.99 - $90.14 $201K - $227K
2.52K $210M
YUM
Yum Brands Inc

Consumer Cyclical
1.38K
New
$139.5 - $153.94 $193K - $212K
1.38K $210M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.6K
New
$41.91 - $44.87 $193K - $206K
4.6K $206M
INDA
Ishares Msci India Index Fund

ETFs
3.92K
New
$51.98 - $55.84 $204K - $219K
3.92K $204M
SNA
Snap On Inc

Industrials
584
New
$313.01 - $346.53 $183K - $202K
584 $202M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
8.25K
New
$23.6 - $24.47 $195K - $202K
8.25K $202M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
7.93K
New
N/A
7.93K $201M
PEAK
Healthpeak Properties, Inc.

Real Estate
10.3K
New
N/A
10.3K $198M
NU
Nu Holdings Ltd.

Financial Services
10.7K
New
$11.92 - $16.3 $128K - $175K
10.7K $172M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
10.1K
New
$14.33 - $15.08 $144K - $152K
10.1K $151M
EMX
Emx Royalty Corp

Basic Materials
25.1K
New
$2.52 - $5.05 $63.3K - $127K
25.1K $129M
AAL
American Airlines Group Inc.

Industrials
10.7K
New
N/A
10.7K $120M
OGN
Organon & Co.

Healthcare
10.4K
New
$8.4 - $10.85 $87.6K - $113K
10.4K $111M
WTTR
Select Energy Services, Inc.

Energy
10.2K
New
$7.91 - $11.05 $80.7K - $113K
10.2K $109M
Direxion Shs ETF Tr
16K
New
N/A
16K $82.7M
CNDT
Conduent Inc

Technology
12.1K
New
$2.43 - $2.96 $29.4K - $35.8K
12.1K $33.9M
ABEV
Ambev S.A.

Consumer Defensive
11.2K
New
$2.15 - $2.49 $24.2K - $28K
11.2K $25.1M
Cohen & Steers Infrastructur
12.5K
New
N/A
12.5K $975K
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
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