Modern Wealth Management, LLC Options Holdings

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$13.9 Million
22.5K
Q2 2025
Reduced 20.21%
LLY
Eli Lilly & CO

Healthcare
PUT
$2.57 Million
3.3K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 2,162
  • Current Value $3.78 Billion
  • Prior Value $3.04 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 135 stocks
  • Additional Purchases 343 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 265 stocks
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