Modern Wealth Management, LLC Purchases in Q4 2024

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJJ
Ishares S&P Midcap 400 Value E

ETFs
543K
New
$121.89 - $135.52 $66.2M - $73.6M
543K $69.4B
IJS
Ishares S&P Smallcap 600 Value

ETFs
628K
+ 18492.67%
$104.59 - $118.05 $65.7M - $74.2M
632K $68.7B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
816K
+ 94.81%
$69.3 - $74.3 $56.6M - $60.7M
1.68M $124B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.13M
+ 326.12%
$50.62 - $50.97 $57.5M - $57.8M
1.48M $75.5B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.08M
New
$44.87 - $46.86 $48.2M - $50.4M
1.08M $48.6B
AAPL
Apple Inc.

Technology
211K
+ 197.3%
$221.69 - $259.02 $46.7M - $54.6M
318K $72.3B
MSFT
Microsoft Corp

Technology
99.6K
+ 294.57%
$406.35 - $454.46 $40.5M - $45.3M
133K $55B
JPM
Jpmorgan Chase & CO

Financial Services
129K
+ 472.31%
$205.18 - $250.29 $26.6M - $32.4M
157K $42.5B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
649K
+ 909.22%
$45.07 - $47.1 $29.2M - $30.6M
720K $32.7B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
530K
+ 70.53%
$51.09 - $55.27 $27.1M - $29.3M
1.28M $67B
XLRE
Select Sector Spdr Tr Real Est

ETFs
623K
+ 8902.97%
$40.06 - $45.21 $25M - $28.2M
630K $26.5B
USFR
Wisdomtree Floating Rate Treas

ETFs
487K
+ 1269.36%
$50.23 - $50.46 $24.5M - $24.6M
526K $26.5B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
295K
+ 336.15%
$81.68 - $82.93 $24.1M - $24.5M
383K $31.4B
SNSR
Global X Fds Internet Of Thing

ETFs
621K
New
$34.03 - $36.88 $21.1M - $22.9M
621K $22.4B
IOO
Ishares Tr Global 100 ETF

ETFs
212K
+ 201.56%
$97.46 - $103.45 $20.6M - $21.9M
317K $32.6B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
253K
New
$80.93 - $85.66 $20.5M - $21.7M
253K $21.1B
T Rowe Price ETF Inc
570K
+ 83.04%
N/A
1.26M $43B
EMLP
First Tr Exchange Traded Iv

ETFs
532K
New
$33.69 - $38.24 $17.9M - $20.4M
532K $19.8B
HON
Honeywell International Inc

Industrials
84.8K
+ 1691.32%
$202.84 - $236.0 $17.2M - $20M
89.8K $18.7B
IVV
Ishares Core S&P 500 ETF

ETFs
26.3K
+ 80.4%
$570.51 - $610.59 $15M - $16M
59K $35.8B
First Tr Exchng Traded Fd Vi
799K
New
N/A
799K $16.1B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
224K
New
$58.39 - $67.04 $13.1M - $15M
224K $15.8B
IVW
Ishares S&P 500 Growth ETF

ETFs
69.2K
+ 8.55%
$94.43 - $105.47 $6.53M - $7.3M
878K $92.8B
J P Morgan Exchange Traded F
238K
New
N/A
238K $15B
CGDV
Capital Group Divid Value ETF

ETFs
402K
+ 484.17%
$35.16 - $37.12 $14.1M - $14.9M
485K $18B
JMBS
Janus Detroit Str Tr Henderson

ETFs
321K
+ 4875.91%
$44.03 - $46.65 $14.1M - $15M
328K $14.6B
NEE
Nextera Energy Inc

Utilities
192K
+ 1096.62%
$69.77 - $85.43 $13.4M - $16.4M
210K $14.6B
CVX
Chevron Corp

Energy
80.3K
+ 315.01%
$141.15 - $162.53 $11.3M - $13M
106K $16.5B
HEFA
Ishares Currency Hedged Msci E

ETFs
329K
New
$34.42 - $35.88 $11.3M - $11.8M
329K $12.1B
GOOG
Alphabet Inc.

Communication Services
60.3K
+ 367.29%
$163.08 - $198.16 $9.84M - $12M
76.8K $14.4B
VONG
Vanguard Russell 1000 Growth E

ETFs
107K
New
$95.27 - $107.82 $10.2M - $11.5M
107K $11.4B
MBB
Ishares Tr

ETFs
114K
+ 312.14%
$91.26 - $95.82 $10.4M - $11M
151K $13.9B
RMT
Royce Micro Cap Trust, Inc.

Financial Services
1.01M
New
$9.32 - $10.4 $9.4M - $10.5M
1.01M $10.1B
AMZN
Amazon Com Inc

Consumer Cyclical
35.2K
+ 97.06%
$180.88 - $232.93 $6.37M - $8.2M
71.5K $16.7B
VTI
Vanguard Total Stock Market Et

ETFs
28.4K
+ 51.32%
$280.04 - $302.45 $7.96M - $8.6M
83.8K $25.1B
KMI
Kinder Morgan, Inc.

Energy
342K
+ 934.22%
$22.59 - $28.54 $7.72M - $9.75M
378K $10.2B
RVT
Royce Value Trust, Inc.

Financial Services
539K
New
$15.15 - $16.9 $8.16M - $9.11M
539K $8.72B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
166K
New
$49.87 - $52.46 $8.27M - $8.7M
166K $8.35B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
157K
New
$50.06 - $55.0 $7.88M - $8.66M
157K $7.98B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
333K
+ 1324.55%
$26.93 - $84.95 $8.98M - $28.3M
359K $9.92B
SPTS
Spdr Portfolio Short Term Trea

ETFs
265K
+ 377.91%
$28.88 - $29.33 $7.66M - $7.77M
335K $9.72B
JCPB
J P Morgan Exchange Traded Fd

ETFs
163K
New
$46.07 - $48.17 $7.51M - $7.86M
163K $7.56B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
73.7K
New
$98.47 - $109.35 $7.25M - $8.05M
73.7K $7.44B
FXR
First Trust Industrials/Produc

ETFs
96.3K
New
$74.81 - $83.27 $7.21M - $8.02M
96.3K $7.42B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.73K
+ 3.29%
$567.81 - $607.81 $2.68M - $2.87M
149K $89.9B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
76.3K
+ 324.79%
$91.94 - $100.02 $7.02M - $7.64M
99.8K $9.46B
NVDA
Nvidia Corp

Technology
47.5K
+ 77.34%
$117.0 - $148.88 $5.56M - $7.07M
109K $14.6B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
31.9K
New
$198.04 - $221.51 $6.32M - $7.07M
31.9K $6.95B
OUNZ
Van Eck Merk Gold Trust

ETFs
193K
+ 43.11%
$24.72 - $26.9 $4.77M - $5.2M
641K $18B
Activity Summary
Buys All Purchases 499 New Holdings 199 Increased Positions 300 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 1
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