Modern Wealth Management, LLC ETFs

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$585,000 0.02% of portfolio
44,222
Q4 2024 New
$0
$574,000 0.02% of portfolio
3,055
Q4 2024 Reduced 1.05%
$0
$572,000 0.02% of portfolio
5,417
Q4 2024 Reduced 1.59%
$0
$564,000 0.02% of portfolio
5,610
Q1 2025 Reduced 0.02%
$0
$557,000 0.02% of portfolio
16,651
Q4 2024 Reduced 10.08%
$0
$540,000 0.02% of portfolio
12,327
Q4 2024 Added 1.19%
$0
$536,000 0.02% of portfolio
1,736
Q4 2024 Added 1.5%
$0
$530,000 0.02% of portfolio
8,547
Q1 2025 New
$0
$530,000 0.02% of portfolio
2,849
Q4 2024 Reduced 8.21%
$0
$526,000 0.02% of portfolio
8,869
Q4 2024 Added 9.61%
$0
$526,000 0.02% of portfolio
20,635
Q1 2025 Added 0.07%
$0
$510,000 0.02% of portfolio
6,249
Q4 2024 Added 1,588.7%
$0
$508,000 0.02% of portfolio
6,229
Q1 2025 New
$0
$504,000 0.02% of portfolio
5,071
Q4 2024 Reduced 32.18%
$0
$501,000 0.02% of portfolio
17,563
Q3 2024 Reduced 48.43%
$0
$498,000 0.02% of portfolio
6,778
Q4 2024 Reduced 6.2%
$0
$489,000 0.02% of portfolio
12,171
Q2 2024 New
$0
$455,000 0.01% of portfolio
4,374
Q4 2024 Added 0.53%
$0
$453,000 0.01% of portfolio
3,793
Q4 2024 Reduced 12.0%
$0
$453,000 0.01% of portfolio
16,461
Q1 2025 Added 6.01%
$0
$424,000 0.01% of portfolio
3,771
Q4 2024 Reduced 0.08%
$0
$423,000 0.01% of portfolio
20,022
Q4 2024 Added 1.61%
$0
$416,000 0.01% of portfolio
12,634
Q4 2024 Reduced 7.05%
$0
$413,000 0.01% of portfolio
5,214
Q4 2024 Added 38.42%
$2.44B
$412,000 0.01% of portfolio
15,661
Q1 2025 Added 0.08%
$0
$408,000 0.01% of portfolio
7,940
Q4 2024 Reduced 8.02%
$0
$406,000 0.01% of portfolio
2,340
Q4 2024 Added 9.36%
$0
$401,000 0.01% of portfolio
10,220
Q4 2024 New
$0
$396,000 0.01% of portfolio
4,423
Q4 2024 New
$0
$383,000 0.01% of portfolio
5,491
Q4 2024 Reduced 5.86%
$0
$367,000 0.01% of portfolio
6,518
Q4 2024 New
$0
$366,000 0.01% of portfolio
4,542
Q1 2025 Added 21.48%
$0
$361,000 0.01% of portfolio
9,600
Q4 2024 Added 47.71%
$0
$361,000 0.01% of portfolio
10,880
Q4 2024 Added 25.83%
$0
$358,000 0.01% of portfolio
6,471
Q4 2024 New
$0
$345,000 0.01% of portfolio
3,373
Q4 2024 Added 2.1%
$0
$343,000 0.01% of portfolio
3,045
Q4 2024 Added 1.18%
$0
$340,000 0.01% of portfolio
1,377
Q4 2024 Reduced 17.36%
$0
$338,000 0.01% of portfolio
6,940
Q4 2024 Reduced 2.68%
$0
$336,000 0.01% of portfolio
6,911
Q4 2024 Reduced 2.71%
$0
$332,000 0.01% of portfolio
6,615
Q4 2024 Added 8.44%
$0
$326,000 0.01% of portfolio
7,366
Q4 2024 Added 3.41%
$0
$320,000 0.01% of portfolio
5,605
Q4 2024 New
$0
$313,000 0.01% of portfolio
13,938
Q3 2024 New
$0
$312,000 0.01% of portfolio
8,183
Q1 2025 New
$0
$310,000 0.01% of portfolio
7,553
Q4 2024 Added 7.28%
$1.1B
$308,000 0.01% of portfolio
10,000
Q4 2024 Reduced 6.5%
$0
$303,000 0.01% of portfolio
6,500
Q4 2024 New
$0
$290,000 0.01% of portfolio
5,693
Q4 2023 Reduced 17.62%
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