Modern Wealth Management, LLC Sells in Q1 2025

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PNC
Pnc Financial Services Group, Inc.

Financial Services
-942
- 19.77%
$168.84 - $202.89 $159K - $191K
3.82K $672M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-37
- 0.07%
$67.43 - $75.54 $2.49K - $2.79K
49.8K $3.41B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.51K
- 12.49%
$49.25 - $50.66 $222K - $228K
31.6K $1.57B
UNP
Union Pacific Corp

Industrials
-791
- 13.21%
$225.21 - $254.42 $178K - $201K
5.2K $1.23B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-296
- 0.54%
N/A
54.2K $4.77B
AXP
American Express CO

Financial Services
-4
- 0.08%
$255.39 - $325.87 $1.02K - $1.3K
4.92K $1.32B
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.67K
- 6.27%
$33.98 - $39.84 $56.8K - $66.6K
25K $856M
IYR
Ishares Tr

ETFs
-1.91K
- 5.05%
$89.49 - $98.98 $171K - $189K
35.9K $3.43B
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.9K
- 2.18%
$55.14 - $60.29 $105K - $115K
85.6K $4.93B
USB
Us Bancorp \De\

Financial Services
-2.4K
- 12.16%
$40.92 - $50.9 $98.3K - $122K
17.4K $733M
DWLD
Davis Fundamental ETF Tr

ETFs
-4.58K
- 32.3%
$35.32 - $39.55 $162K - $181K
9.6K $362M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-6.83K
- 2.73%
$11.4 - $11.96 $77.8K - $81.6K
244K $2.81B
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-17
- 0.11%
$81.05 - $95.73 $1.38K - $1.63K
15.7K $1.29B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-7.7K
- 1.34%
$25.44 - $25.58 $196K - $197K
567K $14.5B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-6.32K
- 39.44%
$22.83 - $23.75 $144K - $150K
9.7K $224M
BP
Bp PLC

Energy
-3.9K
- 12.95%
$29.93 - $35.31 $117K - $138K
26.2K $886M
PANW
Palo Alto Networks Inc

Technology
-4
- 0.07%
$167.82 - $208.28 $671 - $833
5.77K $984M
Celestica Inc
-5
- 0.18%
N/A
2.85K $224M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2
- 0.02%
$62.43 - $84.12 $125 - $168
12.3K $802M
EPD
Enterprise Products Partners L.P.

Energy
-4.99K
- 20.37%
$31.75 - $34.14 $158K - $170K
19.5K $666M
FBT
First Trust Nyse Arca Biotechn

ETFs
-176
- 0.59%
$164.86 - $182.19 $29K - $32.1K
29.8K $5.07B
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-6.99K
- 2.02%
$31.42 - $34.87 $220K - $244K
340K $11.4B
Linde PLC
-302
- 22.27%
N/A
1.05K $491M
FIS
Fidelity National Information Services, Inc.

Technology
-891
- 11.21%
$68.12 - $83.42 $60.7K - $74.3K
7.06K $527M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-168
- 0.69%
$83.18 - $89.27 $14K - $15K
24.2K $2.03B
VOTE
Engine No 1 ETF Tr

ETFs
-346
- 1.97%
$64.6 - $72.12 $22.4K - $25K
17.2K $1.13B
PFE
Pfizer Inc

Healthcare
-3.99K
- 9.42%
$25.01 - $27.13 $99.8K - $108K
38.3K $972M
ISRG
Intuitive Surgical Inc

Healthcare
-22
- 2.12%
$476.63 - $610.45 $10.5K - $13.4K
1.01K $502M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-10
- 0.13%
$217.62 - $242.36 $2.18K - $2.42K
7.54K $1.7B
QTEC
First Trust Nasdaq 100 Technol

ETFs
-219
- 8.56%
$173.56 - $210.67 $38K - $46.1K
2.34K $406M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-4.87K
- 3.55%
$11.13 - $11.61 $54.2K - $56.5K
132K $1.48B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.1K
- 16.42%
$100.34 - $100.68 $111K - $111K
5.61K $565M
EMR
Emerson Electric CO

Industrials
-401
- 10.6%
$108.64 - $131.17 $43.6K - $52.6K
3.38K $371M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-1.48K
- 17.91%
$40.15 - $47.73 $59.3K - $70.4K
6.77K $275M
WFC
Wells Fargo & Company

Financial Services
-125
- 0.96%
$66.78 - $81.42 $8.35K - $10.2K
12.9K $926M
EIPX
First Tr Exc Trd Fd Iv Ft Ener
-4.05K
- 16.25%
N/A
20.9K $544M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-300
- 3.8%
$113.13 - $127.79 $33.9K - $38.3K
7.6K $860M
MTB
M&T Bank Corp

Financial Services
-28
- 0.58%
$170.47 - $201.98 $4.77K - $5.66K
4.82K $862M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-895
- 0.73%
$11.85 - $13.1 $10.6K - $11.7K
122K $1.48B
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-2.13K
- 11.0%
$46.26 - $47.48 $98.3K - $101K
17.2K $814M
FDX
Fedex Corp

Industrials
-241
- 11.27%
$230.33 - $281.53 $55.5K - $67.8K
1.9K $463M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-49
- 0.13%
$47.6 - $51.91 $2.33K - $2.54K
36.5K $1.76B
TDIV
First Trust Nasdaq Technology

ETFs
-392
- 5.47%
$73.39 - $83.95 $28.8K - $32.9K
6.78K $499M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-23
- 1.31%
$307.43 - $357.48 $7.07K - $8.22K
1.74K $536M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-1.68K
- 0.84%
$22.27 - $22.65 $37.3K - $38K
199K $4.44B
XLV
Select Sector Spdr Fund Health

ETFs
-541
- 6.43%
$137.61 - $149.68 $74.4K - $81K
7.87K $1.15B
Ishares Bitcoin Trust ETF
-346
- 4.7%
N/A
7.01K $328M
AVGE
American Centy ETF Tr Avantis
-20
- 0.1%
N/A
20.6K $1.47B
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-546
- 2.28%
$44.96 - $47.9 $24.5K - $26.2K
23.4K $1.06B
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
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