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
ED
Consolidated Edison Inc

Utilities
203
+ 6.8%
$98.05 - $113.3 $19.9K - $23K
3.19K $320K
MAS
Masco Corp

Industrials
135
+ 3.27%
$58.73 - $71.06 $7.93K - $9.59K
4.26K $274K
KMB
Kimberly Clark Corp

Consumer Defensive
161
+ 6.15%
$126.84 - $145.22 $20.4K - $23.4K
2.78K $358K
OTTR
Otter Tail Corp

Utilities
1
+ 0.02%
$74.62 - $81.76 $74.6 - $81.8
4.48K $345K
EXC
Exelon Corp

Utilities
751
+ 4.01%
$42.2 - $47.37 $31.7K - $35.6K
19.5K $845K
AEE
Ameren Corp

Utilities
86
+ 1.39%
$94.23 - $101.68 $8.1K - $8.74K
6.26K $601K
OGS
One Gas, Inc.

Utilities
6
+ 0.11%
$71.59 - $81.38 $430 - $488
5.41K $388K
PSEC
Prospect Capital Corp

Financial Services
1.04K
+ 3.18%
$3.14 - $4.06 $3.25K - $4.21K
33.6K $106K
OXY
Occidental Petroleum Corp

Energy
442
+ 6.87%
$36.11 - $49.33 $16K - $21.8K
6.87K $288K
WSO
Watsco Inc

Industrials
39
+ 5.24%
$421.84 - $520.66 $16.5K - $20.3K
783 $345K
FDL
First Tr Morningstar Dividend

ETFs
145
+ 0.54%
$38.19 - $43.19 $5.54K - $6.26K
27.1K $1.14M
XLV
Select Sector Spdr Fund Health

ETFs
327
+ 4.15%
$128.77 - $144.3 $42.1K - $47.2K
8.2K $1.11M
ZTS
Zoetis Inc.

Healthcare
427
+ 3.28%
$144.41 - $170.3 $61.7K - $72.7K
13.4K $2.09M
MPW
Medical Properties Trust Inc

Real Estate
1.19K
+ 3.05%
$4.31 - $5.91 $5.12K - $7.03K
40.2K $173K
EPD
Enterprise Products Partners L.P.

Energy
415
+ 1.73%
$28.95 - $34.22 $12K - $14.2K
24.4K $757K
BDX
Becton Dickinson & CO

Healthcare
9
+ 0.68%
$165.15 - $226.42 $1.49K - $2.04K
1.33K $229K
PAYX
Paychex Inc

Industrials
278
+ 2.01%
$137.01 - $159.78 $38.1K - $44.4K
14.1K $2.05M
CORT
Corcept Therapeutics Inc

Healthcare
82
+ 2.84%
$62.24 - $91.93 $5.1K - $7.54K
2.97K $217K
MSI
Motorola Solutions, Inc.

Technology
6
+ 0.08%
$394.72 - $440.39 $2.37K - $2.64K
7.91K $3.33M
LLY
Eli Lilly & CO

Healthcare
490
+ 4.16%
$713.71 - $898.95 $350K - $440K
12.3K $9.57M
OKE
Oneok Inc

Energy
71
+ 0.59%
$78.71 - $100.37 $5.59K - $7.13K
12.2K $995K
BMY
Bristol Myers Squibb CO

Healthcare
927
+ 5.03%
$44.12 - $59.6 $40.9K - $55.2K
19.4K $895K
XLE
Energy Sector Spdr

ETFs
23.6K
+ 7.45%
$76.44 - $94.13 $1.8M - $2.22M
340K $28.9M
ABBV
Abb Vie Inc.

Healthcare
942
+ 1.78%
$170.16 - $206.27 $160K - $194K
53.8K $9.98M
XOM
Exxon Mobil Corp

Energy
627
+ 0.54%
$99.93 - $119.04 $62.7K - $74.6K
117K $12.6M
UNH
Unitedhealth Group Inc

Healthcare
477
+ 6.82%
$274.35 - $599.47 $131K - $286K
7.47K $2.33M
CVX
Chevron Corp

Energy
4.07K
+ 3.62%
$133.73 - $168.51 $544K - $686K
117K $16.7M
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
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