Modern Wealth Management, LLC New Holdings in Q4 2024

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
3.78K
New
$108.13 - $134.33 $409K - $508K
3.78K $479M
Brookfield Corp
7.97K
New
N/A
7.97K $473M
DFNL
Davis Fundamental ETF Tr

ETFs
10.2K
New
$36.31 - $41.34 $371K - $422K
10.2K $411M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.54K
New
$152.04 - $211.12 $386K - $536K
2.54K $411M
Ark 21 Shares Bitcoin ETF
4.2K
New
N/A
4.2K $408M
Ishares Bitcoin Trust ETF
7.36K
New
N/A
7.36K $408M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
6.52K
New
$57.47 - $61.21 $375K - $399K
6.52K $401M
FTCS
First Trust Capital Strength E

ETFs
4.42K
New
$87.62 - $94.03 $388K - $416K
4.42K $398M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
6.47K
New
$56.18 - $67.64 $364K - $438K
6.47K $382M
CGMU
Capital Group Core Plus Income
14.1K
New
N/A
14.1K $382M
AVDE
American Centy ETF Tr Avantis

ETFs
5.8K
New
$60.9 - $66.69 $353K - $387K
5.8K $375M
Brookfield Renewable Corp
13.8K
New
N/A
13.8K $373M
Celestica Inc
2.85K
New
N/A
2.85K $371M
VTWO
Vanguard Russell 2000 ETF

ETFs
4.02K
New
$87.42 - $98.06 $352K - $394K
4.02K $369M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.16K
New
$57.78 - $60.4 $356K - $372K
6.16K $358M
CSQ
Calamos Strategic Total Return Fund

Financial Services
18.8K
New
$17.14 - $18.44 $322K - $346K
18.8K $343M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.77K
New
$66.77 - $71.52 $319K - $341K
4.77K $339M
HOOD
Robinhood Markets, Inc.

Technology
6.03K
New
$22.33 - $43.2 $135K - $260K
6.03K $339M
Amplify ETF Tr
4.1K
New
N/A
4.1K $338M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.42K
New
$193.7 - $235.05 $276K - $334K
1.42K $337M
PDP
Invesco Exchange Traded Fd Tr

ETFs
2.83K
New
$102.88 - $117.55 $291K - $333K
2.83K $326M
BSX
Boston Scientific Corp

Healthcare
3.01K
New
$83.62 - $91.5 $252K - $276K
3.01K $320M
Capital Group Core Balanced
9.82K
New
N/A
9.82K $318M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
6.5K
New
$47.07 - $48.75 $306K - $317K
6.5K $318M
LNG
Cheniere Energy, Inc.

Energy
1.43K
New
$181.07 - $225.92 $259K - $324K
1.43K $317M
JPIN
Jp Morgan Diversified Return I

ETFs
5.61K
New
$53.56 - $59.9 $300K - $336K
5.61K $313M
APA
Apa Corp

Energy
13.2K
New
$20.47 - $27.07 $269K - $356K
13.2K $302M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
13.7K
New
$20.68 - $23.73 $284K - $326K
13.7K $301M
SHOP
Shopify Inc.

Technology
2.5K
New
$78.14 - $119.49 $195K - $299K
2.5K $300M
CW
Curtiss Wright Corp

Industrials
846
New
$335.08 - $389.49 $283K - $330K
846 $299M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.69K
New
$50.73 - $51.08 $289K - $291K
5.69K $290M
A
Agilent Technologies, Inc.

Healthcare
2.01K
New
$125.69 - $146.56 $252K - $294K
2.01K $288M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
10K
New
$25.33 - $27.57 $253K - $276K
10K $288M
ROST
Ross Stores, Inc.

Consumer Cyclical
2.02K
New
$138.59 - $156.61 $280K - $317K
2.02K $287M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6.78K
New
$40.41 - $45.12 $274K - $306K
6.78K $282M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
35.6K
New
$7.35 - $8.04 $262K - $286K
35.6K $280M
INGR
Ingredion Inc

Consumer Defensive
2.19K
New
$132.76 - $154.86 $290K - $339K
2.19K $279M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
21.5K
New
N/A
21.5K $276M
CCL
Carnival Corp

Consumer Cyclical
10.5K
New
$17.34 - $26.8 $183K - $283K
10.5K $275M
CGMS
Capital Grp Core Plus Income E
9.87K
New
N/A
9.87K $271M
ED
Consolidated Edison Inc

Utilities
2.8K
New
$88.87 - $107.38 $249K - $301K
2.8K $271M
IWS
Ishares Russell Midcap Value E

ETFs
2.04K
New
$128.08 - $140.32 $261K - $286K
2.04K $271M
MS
Morgan Stanley

Financial Services
1.91K
New
$104.42 - $134.99 $200K - $258K
1.91K $262M
TROW
Price T Rowe Group Inc

Financial Services
2.39K
New
$106.48 - $124.69 $254K - $298K
2.39K $262M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
12.8K
New
$19.82 - $21.55 $254K - $276K
12.8K $260M
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.11K
New
$92.95 - $129.87 $196K - $274K
2.11K $258M
Rb Global Inc
2.76K
New
N/A
2.76K $258M
KKR
Kkr & Co. Inc.

Financial Services
1.74K
New
$129.87 - $162.87 $226K - $283K
1.74K $257M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
3.94K
New
$47.66 - $57.86 $188K - $228K
3.94K $255M
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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