Modern Wealth Management, LLC Purchases in Q2 2025

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
140K
+ 161.0%
$416.06 - $551.64 $58.2M - $77.1M
227K $125M
EEM
Ishares Msci Emerging Markets

ETFs
1.29M
+ 10746.45%
$38.52 - $48.28 $49.8M - $62.4M
1.3M $62.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
686K
+ 2171.5%
$72.96 - $90.39 $50M - $62M
718K $64.1M
IVE
Ishares S&P 500 Value ETF

ETFs
194K
+ 721.51%
$168.34 - $195.42 $32.6M - $37.8M
220K $43.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
619K
+ 321.72%
$45.9 - $47.2 $28.4M - $29.2M
812K $38.2M
VTV
Vanguard Value ETF

ETFs
162K
+ 3535.08%
$153.67 - $176.74 $24.9M - $28.7M
167K $29.5M
SHV
Ishares Tr

ETFs
236K
New
$110.06 - $110.46 $26M - $26.1M
236K $26.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
343K
+ 1002.38%
$58.41 - $72.69 $20M - $24.9M
377K $27.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
211K
New
$105.23 - $109.61 $22.2M - $23.2M
211K $23.2M
JMBS
Janus Detroit Str Tr Henderson

ETFs
484K
+ 131.17%
$43.89 - $45.45 $21.2M - $22M
852K $38.4M
SPTS
Spdr Portfolio Short Term Trea

ETFs
634K
+ 174.72%
$29.07 - $29.38 $18.4M - $18.6M
997K $29.2M
MSFT
Microsoft Corp

Technology
1.32K
+ 0.91%
$354.56 - $497.45 $469K - $659K
146K $72.7M
PID
Invesco Exchange Traded Fd Tr

ETFs
1.01M
New
N/A
1.01M $18M
DFIS
Dimensional ETF Tr Dimensional

ETFs
570K
New
$23.2 - $29.84 $13.2M - $17M
570K $17M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
134K
+ 162.43%
$97.29 - $105.63 $13.1M - $14.2M
217K $22M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
442K
New
$23.95 - $29.34 $10.6M - $13M
442K $13M
XLK
Technology Sector Spdr

ETFs
47K
+ 797.4%
$179.73 - $253.23 $8.45M - $11.9M
52.9K $13.4M
FVD
First Tr Value Line Divid Inde

ETFs
269K
New
$40.62 - $45.12 $10.9M - $12.1M
269K $12M
AVEM
American Centy ETF Tr Avantis

ETFs
174K
+ 4340.76%
$53.08 - $68.54 $9.24M - $11.9M
178K $12.2M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
199K
New
$39.69 - $51.24 $7.89M - $10.2M
199K $10.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
91.4K
+ 262.49%
$90.56 - $109.49 $8.27M - $10M
126K $13.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
38.2K
+ 121.33%
$171.4 - $227.1 $6.55M - $8.68M
69.7K $15.8M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
178K
New
$51.1 - $53.29 $9.1M - $9.49M
178K $9.49M
NVDA
Nvidia Corp

Technology
11.6K
+ 7.6%
$94.31 - $157.99 $1.09M - $1.83M
164K $25.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23.1K
+ 53.65%
$483.48 - $539.8 $11.1M - $12.4M
66K $32.1M
BSCV
Invesco ETF Self Indexed Fd Tr
518K
New
$15.97 - $16.53 $8.28M - $8.57M
518K $8.57M
IEF
Ishares Barclays

ETFs
89.1K
+ 112.99%
$93.15 - $96.56 $8.3M - $8.61M
168K $16.1M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
150K
+ 102.52%
$49.73 - $51.44 $7.47M - $7.72M
297K $15.3M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
356K
New
$20.29 - $21.52 $7.21M - $7.65M
356K $7.65M
IXUS
Ishares Tr

ETFs
94.6K
+ 1722.0%
$62.37 - $77.63 $5.9M - $7.34M
100K $7.73M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
51.1K
+ 672.43%
$101.69 - $139.02 $5.2M - $7.1M
58.7K $8.16M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
191K
New
$35.3 - $37.51 $6.74M - $7.16M
191K $7.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
101K
+ 1185.25%
$55.54 - $69.09 $5.63M - $7M
110K $7.59M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
327K
New
$20.66 - $20.74 $6.75M - $6.78M
327K $6.76M
VNQ
Vanguard Specialized Funds Van

ETFs
75.5K
+ 1084.82%
$79.79 - $91.42 $6.02M - $6.9M
82.4K $7.34M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
106K
+ 372.03%
$61.03 - $67.59 $6.48M - $7.17M
135K $8.61M
TQQQ
Proshares Ultrapro Qqq

ETFs
75.7K
New
$38.9 - $83.0 $2.94M - $6.28M
75.7K $6.28M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
80.2K
+ 139.89%
$61.08 - $74.04 $4.9M - $5.94M
138K $10.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
72.1K
+ 18.39%
$82.21 - $83.12 $5.93M - $6M
464K $38.5M
BSCU
Invesco Exc Self Ind Tr

ETFs
346K
New
$16.31 - $16.78 $5.64M - $5.81M
346K $5.81M
PVAL
Putnam ETF Tr Putnam Focused L
115K
+ 22.57%
$33.6 - $40.23 $3.88M - $4.64M
627K $25.2M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
107K
+ 75.24%
$50.09 - $51.09 $5.35M - $5.46M
249K $12.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
112K
+ 8.58%
$44.68 - $45.96 $4.99M - $5.14M
1.41M $64.7M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
172K
New
$23.4 - $29.68 $4.02M - $5.1M
172K $5.1M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
261K
New
$19.44 - $19.56 $5.08M - $5.11M
261K $5.1M
BOTZ
Global X Fds

ETFs
138K
+ 97.93%
$24.51 - $32.65 $3.38M - $4.5M
279K $9.1M
BSJR
Invesco Indx Tr

ETFs
223K
New
$21.81 - $22.71 $4.87M - $5.07M
223K $5.07M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.36K
+ 2.43%
$152.42 - $182.82 $1.12M - $1.35M
310K $56.7M
AMZN
Amazon Com Inc

Consumer Cyclical
11.3K
+ 13.38%
$167.32 - $223.3 $1.89M - $2.52M
95.5K $20.9M
Activity Summary
Buys All Purchases 478 New Holdings 135 Increased Positions 343 Sells All Sells 265 Reductions 265 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email