Modern Wealth Management, LLC Purchases in Q1 2025

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
187
+ 2.0%
$168.59 - $212.13 $31.5K - $39.7K
9.54K $1.91M
TTC
Toro CO

Industrials
235
+ 0.91%
$71.86 - $87.28 $16.9K - $20.5K
26.2K $1.91M
MBB
Ishares Tr

ETFs
4.33K
+ 2.86%
$90.37 - $94.08 $391K - $407K
156K $14.6M
C
Citigroup Inc

Financial Services
1.34K
+ 4.96%
$67.23 - $84.63 $90K - $113K
28.3K $2.01M
CDW
Cdw Corp

Technology
128
+ 1.06%
$160.26 - $206.13 $20.5K - $26.4K
12.1K $1.95M
ICVT
Ishares Tr Convertible Bond Et

ETFs
23
+ 0.09%
$83.18 - $89.27 $1.91K - $2.05K
24.3K $2.03M
FMB
First Tr Exchange Traded Fd Ii

ETFs
120
+ 0.29%
$50.17 - $51.45 $6.02K - $6.17K
40.9K $2.06M
ZTS
Zoetis Inc.

Healthcare
114
+ 0.88%
$156.48 - $175.67 $17.8K - $20K
13K $2.14M
PAYX
Paychex Inc

Industrials
17
+ 0.12%
$136.06 - $154.52 $2.31K - $2.63K
13.8K $2.13M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.51K
+ 4.62%
$64.88 - $72.1 $98K - $109K
34.2K $2.25M
VZ
Verizon Communications Inc

Communication Services
517
+ 1.05%
$37.81 - $46.49 $19.5K - $24K
49.9K $2.26M
T
At&T Inc.

Communication Services
703
+ 0.85%
$21.56 - $28.28 $15.2K - $19.9K
83.7K $2.37M
EMB
Ishares Tr

ETFs
8
+ 0.03%
$88.64 - $92.03 $709 - $736
26.9K $2.44M
AMAT
Applied Materials Inc

Technology
23
+ 0.14%
$145.06 - $195.51 $3.34K - $4.5K
17.1K $2.48M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
14
+ 0.03%
$58.32 - $65.09 $816 - $911
41.3K $2.48M
BAC
Bank Of America Corp

Financial Services
100
+ 0.16%
$39.61 - $47.74 $3.96K - $4.77K
62K $2.59M
KO
Coca Cola CO

Consumer Defensive
1.6K
+ 4.27%
$60.81 - $72.32 $97.4K - $116K
39.1K $2.8M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.01%
$142.64 - $156.42 $143 - $156
18.2K $2.73M
MKL
Markel Corp

Financial Services
9
+ 0.61%
$1660.14 - $2059.83 $14.9K - $18.5K
1.47K $2.75M
TXN
Texas Instruments Inc

Technology
986
+ 6.41%
N/A
16.4K $3.18M
PM
Philip Morris International Inc.

Consumer Defensive
44
+ 0.25%
$117.15 - $158.79 $5.15K - $6.99K
17.7K $2.8M
American Healthcare Reit Inc
926
+ 0.98%
N/A
95.9K $0
EFG
Msci Eafe Growth ETF

ETFs
20
+ 0.07%
$96.1 - $106.37 $1.92K - $2.13K
29.1K $2.91M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
55
+ 0.04%
N/A
123K $2.93M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
55
+ 0.04%
$23.9 - $24.18 $1.31K - $1.33K
124K $2.99M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
39
+ 0.03%
$25.05 - $25.16 $977 - $981
119K $2.99M
XLC
Select Sector Spdr Tr Communic

ETFs
2
+ 0.01%
$94.84 - $105.31 $190 - $211
31.1K $3M
RDVY
First Trust Rising Dividend Ac

ETFs
2K
+ 3.89%
$57.22 - $63.39 $114K - $127K
53.3K $3.12M
TMO
Thermo Fisher Scientific Inc.

Healthcare
36
+ 0.6%
$497.6 - $606.74 $17.9K - $21.8K
6.07K $3.02M
FNDC
Schwab Fundamental Intl Small

ETFs
444
+ 0.51%
$33.34 - $37.44 $14.8K - $16.6K
88.1K $3.19M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
134
+ 0.42%
$96.88 - $111.25 $13K - $14.9K
32.3K $3.22M
CME
Cme Group Inc.

Financial Services
71
+ 0.58%
$225.82 - $266.54 $16K - $18.9K
12.4K $3.28M
BR
Broadridge Financial Solutions, Inc.

Technology
80
+ 0.58%
$221.46 - $244.83 $17.7K - $19.6K
14K $3.39M
IYR
Ishares Tr

ETFs
92
+ 0.26%
$89.49 - $98.98 $8.23K - $9.11K
35.9K $3.44M
MSI
Motorola Solutions, Inc.

Technology
44
+ 0.56%
$411.73 - $482.1 $18.1K - $21.2K
7.91K $3.46M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
45
+ 0.05%
$33.84 - $37.77 $1.52K - $1.7K
97.9K $3.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
369
+ 1.07%
$102.49 - $119.96 $37.8K - $44.3K
34.8K $3.64M
ADBE
Adobe Inc.

Technology
46
+ 0.49%
$377.84 - $464.11 $17.4K - $21.3K
9.52K $3.65M
UNH
Unitedhealth Group Inc

Healthcare
37
+ 0.53%
$461.52 - $548.18 $17.1K - $20.3K
7K $3.66M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.88K
+ 1.29%
$22.91 - $25.71 $43K - $48.3K
148K $3.75M
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 0.08%
$222.15 - $428.22 $2.67K - $5.14K
15K $3.9M
BOTZ
Global X Fds

ETFs
1.25K
+ 0.9%
$28.46 - $34.53 $35.7K - $43.3K
141K $4.01M
EFV
Msci Eafe Value ETF

ETFs
38
+ 0.05%
$51.88 - $60.73 $1.97K - $2.31K
70.6K $4.16M
PECO
Phillips Edison & Company, Inc.

Real Estate
1.01K
+ 0.86%
$34.43 - $37.49 $34.8K - $37.9K
118K $4.31M
V
Visa Inc.

Financial Services
14
+ 0.11%
$306.92 - $362.71 $4.3K - $5.08K
12.2K $4.29M
BEN
Franklin Resources Inc

Financial Services
11.9K
+ 5.08%
$18.92 - $22.24 $225K - $264K
246K $4.73M
JGRO
J P Morgan Exchange Traded Fd
400
+ 0.64%
N/A
62.4K $0
MEAR
Blackrock Short Maturity Munic

ETFs
311
+ 0.34%
$49.97 - $50.36 $15.5K - $15.7K
92K $4.62M
RODM
Hartford Multifactor Developed

ETFs
1.34K
+ 0.89%
$28.07 - $31.56 $37.6K - $42.2K
151K $4.69M
Activity Summary
Buys All Purchases 255 New Holdings 0 Increased Positions 255 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 2
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