Modern Wealth Management, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.86 Trillion distributed in 619 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $124B, Invesco Qqq Trust, Series 1 with a value of $111B, Ishares S&P 500 Growth ETF with a value of $92.8B, Spdr S&P 500 ETF Trust with a value of $89.9B, and Janus Detroit Str Tr Janus Hen with a value of $75.5B.
Examining the 13F form we can see an increase of $1.21T in the current position value, from $1.65T to 2.86T.
Modern Wealth Management, LLC is based out at Lenexa, KS
Below you can find more details about Modern Wealth Management, LLC portfolio as well as his latest detailed transactions.
