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
SNSR
Global X Fds Internet Of Thing

ETFs
46.9K
+ 7.35%
$27.45 - $37.76 $1.29M - $1.77M
686K $25.9M
IVV
Ishares Core S&P 500 ETF

ETFs
2.01K
+ 3.4%
$498.8 - $620.9 $1M - $1.25M
61.1K $38M
CGDV
Capital Group Divid Value ETF

ETFs
66.4K
+ 12.15%
$31.93 - $39.49 $2.12M - $2.62M
613K $24.2M
FIW
First Trust Water ETF

ETFs
43.3K
New
$90.26 - $108.05 $3.91M - $4.68M
43.3K $4.68M
HON
Honeywell International Inc

Industrials
9.94K
+ 9.45%
$182.86 - $232.88 $1.82M - $2.32M
115K $26.8M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
50.2K
+ 805.59%
$73.02 - $90.22 $3.66M - $4.53M
56.4K $5.03M
LRGF
Ishares Tr

ETFs
46K
+ 19.04%
$51.37 - $64.13 $2.36M - $2.95M
287K $18.4M
AVDE
American Centy ETF Tr Avantis

ETFs
54.5K
+ 105.41%
$59.32 - $74.36 $3.23M - $4.05M
106K $7.86M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
20.3K
+ 9.03%
$57.46 - $75.58 $1.17M - $1.53M
245K $18.5M
ICF
Ishares Tr

ETFs
70.3K
New
$54.56 - $62.47 $3.84M - $4.39M
70.3K $4.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
20K
+ 17.01%
$108.12 - $135.04 $2.17M - $2.71M
138K $18.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
36.6K
+ 14.11%
$71.28 - $83.74 $2.61M - $3.06M
296K $24.8M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
30K
New
$101.97 - $126.75 $3.06M - $3.8M
30K $3.8M
SPSB
Spdr Portfolio Short Term Corp

ETFs
120K
+ 20.43%
$29.82 - $30.19 $3.57M - $3.61M
705K $21.3M
IOO
Ishares Tr Global 100 ETF

ETFs
41
+ 0.01%
$84.95 - $107.81 $3.48K - $4.42K
317K $34.2M
BEN
Franklin Resources Inc

Financial Services
98.1K
+ 39.91%
$16.66 - $23.85 $1.63M - $2.34M
344K $8.2M
GOOG
Alphabet Inc.

Communication Services
8.66K
+ 10.24%
$146.58 - $180.01 $1.27M - $1.56M
93.2K $16.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
26.6K
New
$116.93 - $119.39 $3.11M - $3.18M
26.6K $3.17M
HSUN
Hartford Fds Exchange Traded T

ETFs
95.7K
+ 40.06%
$33.34 - $34.57 $3.19M - $3.31M
335K $11.4M
PRF
Invesco Exchange Traded Fd Tr

ETFs
74.2K
New
$35.77 - $42.27 $2.65M - $3.13M
74.2K $3.13M
AAPL
Apple Inc.

Technology
43.9K
+ 12.57%
$172.42 - $223.89 $7.57M - $9.83M
393K $80.7M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
17.1K
New
$96.11 - $173.53 $1.65M - $2.97M
17.1K $2.97M
TIP
Ishares Tr Tips Bd ETF

ETFs
26.8K
+ 349.49%
$107.93 - $110.97 $2.89M - $2.97M
34.4K $3.79M
VONE
Vanguard Russell 1000 ETF

ETFs
643
+ 0.67%
$225.48 - $280.86 $145K - $181K
97.1K $27.3M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
+ 200.0%
$725400.0 - $809350.0 $2.9M - $3.24M
6 $4.37M
EFV
Msci Eafe Value ETF

ETFs
37.4K
+ 52.98%
$52.4 - $64.65 $1.96M - $2.42M
108K $6.86M
ILCB
Ishares Morningstar U.S. Equit

ETFs
30.8K
New
$68.63 - $85.78 $2.11M - $2.64M
30.8K $2.64M
IDEV
Ishares Core Msci Intl Develop

ETFs
17.2K
+ 9.27%
$61.79 - $76.67 $1.06M - $1.32M
203K $15.4M
TSLA
Tesla, Inc.

Consumer Cyclical
5.51K
+ 36.62%
$221.86 - $362.89 $1.22M - $2M
20.6K $6.53M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
31.6K
+ 15.97%
$50.39 - $60.05 $1.59M - $1.9M
230K $13.8M
META
Meta Platforms, Inc.

Communication Services
1.56K
+ 18.27%
$484.66 - $738.09 $756K - $1.15M
10.1K $7.45M
GOOGL
Alphabet Inc.

Communication Services
6.28K
+ 9.65%
$144.7 - $178.6 $909K - $1.12M
71.4K $12.6M
FAS
Direxion Daily Financial Bull

ETFs
14.2K
New
$105.31 - $168.6 $1.49M - $2.39M
14.2K $2.39M
GLD
Spdr Gold Trust

ETFs
7.06K
+ 69.15%
$273.71 - $316.29 $1.93M - $2.23M
17.3K $5.27M
TECL
Direxion Daily Technology Bull

ETFs
24.4K
New
$37.33 - $93.58 $909K - $2.28M
24.4K $2.28M
DSI
Ishares Msci Kld 400 Social Et

ETFs
18.8K
+ 878.07%
$91.62 - $116.16 $1.72M - $2.19M
21K $2.43M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
53K
New
$33.13 - $40.67 $1.76M - $2.16M
53K $2.16M
TXN
Texas Instruments Inc

Technology
10.7K
+ 65.26%
N/A
27K $5.26M
NEE
Nextera Energy Inc

Utilities
34.4K
+ 16.26%
$64.11 - $75.0 $2.21M - $2.58M
246K $17.1M
NUSC
Nuveen Esg Small Cap ETF

ETFs
47.1K
New
$33.38 - $40.81 $1.57M - $1.92M
47.1K $1.92M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
17.8K
+ 17.89%
$81.46 - $94.63 $1.45M - $1.68M
117K $11.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
39K
+ 123.59%
$48.13 - $49.85 $1.88M - $1.94M
70.6K $3.46M
IYR
Ishares Tr

ETFs
18.9K
+ 52.71%
$84.48 - $96.25 $1.6M - $1.82M
54.9K $5.2M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
16K
+ 3.52%
$32.0 - $39.87 $512K - $638K
471K $18.7M
XLU
Utilities Sector Spdr

ETFs
17.7K
+ 20.19%
$73.09 - $82.77 $1.29M - $1.46M
105K $8.6M
FBT
First Trust Nyse Arca Biotechn

ETFs
11.9K
+ 39.53%
$145.67 - $165.99 $1.73M - $1.98M
42K $6.78M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
66.6K
+ 82.78%
$22.4 - $23.8 $1.49M - $1.58M
147K $3.5M
AVUV
American Centy ETF Tr Avantis

ETFs
8.52K
+ 4.0%
$75.17 - $91.21 $640K - $777K
221K $20.2M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.84K
+ 0.74%
$35.9 - $43.76 $102K - $124K
385K $16.6M
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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