Modern Wealth Management, LLC Purchases in Q3 2024

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EXR
Extra Space Storage Inc.

Real Estate
716
+ 6.55%
$151.92 - $183.06 $109K - $131K
11.6K $2.1B
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.7K
New
$32.36 - $33.78 $378K - $394K
11.7K $393M
CHMG
Chemung Financial Corp

Financial Services
7.63K
+ 100.62%
$43.9 - $50.48 $335K - $385K
15.2K $730M
T
At&T Inc.

Communication Services
9K
+ 15.59%
$18.21 - $22.28 $164K - $200K
66.7K $1.47B
GLD
Spdr Gold Trust

ETFs
823
+ 14.08%
$215.56 - $246.98 $177K - $203K
6.67K $1.62B
SUB
Ishares Short Term National Mu

ETFs
3.33K
New
$104.3 - $106.3 $347K - $354K
3.33K $353M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.26K
New
$72.18 - $107.33 $235K - $350K
3.26K $346M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
3.43K
New
$98.97 - $99.59 $339K - $342K
3.43K $342M
GRMN
Garmin LTD

Technology
1.81K
New
$161.1 - $183.29 $292K - $332K
1.81K $319M
SHYD
Vaneck Short High Yield Muni E

ETFs
13.9K
New
$22.24 - $22.81 $310K - $318K
13.9K $317M
JMBS
Janus Detroit Str Tr Henderson

ETFs
6.59K
New
$44.13 - $47.01 $291K - $310K
6.59K $307M
EFG
Msci Eafe Growth ETF

ETFs
2.1K
+ 14.88%
$96.84 - $108.77 $204K - $229K
16.2K $1.75B
MO
Altria Group, Inc.

Consumer Defensive
4.66K
+ 42.32%
$45.95 - $54.71 $214K - $255K
15.7K $800M
Cooper Cos Inc
2.69K
New
N/A
2.69K $297M
MPW
Medical Properties Trust Inc

Real Estate
50.4K
New
$4.03 - $6.38 $203K - $321K
50.4K $295M
TGT
Target Corp

Consumer Defensive
1.21K
+ 8.89%
$133.47 - $159.25 $161K - $192K
14.8K $2.31B
CME
Cme Group Inc.

Financial Services
62
+ 0.54%
$193.43 - $220.62 $12K - $13.7K
11.5K $2.54B
GIS
General Mills Inc

Consumer Defensive
3.85K
New
$62.5 - $75.15 $241K - $289K
3.85K $284M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
23K
New
$11.52 - $12.52 $265K - $288K
23K $284M
VZ
Verizon Communications Inc

Communication Services
3.25K
+ 8.79%
$38.89 - $45.0 $126K - $146K
40.2K $1.81B
PFE
Pfizer Inc

Healthcare
9.08K
+ 46.84%
$27.7 - $31.39 $252K - $285K
28.5K $824M
ORCL
Oracle Corp

Technology
702
+ 12.89%
$125.9 - $170.35 $88.4K - $120K
6.15K $1.05B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.14K
+ 5.1%
$87.56 - $95.49 $99.8K - $109K
23.5K $2.24B
PSA
Public Storage

Real Estate
745
New
$283.13 - $365.01 $211K - $272K
745 $271M
VDE
Vanguard Energy ETF

ETFs
2.17K
New
$117.44 - $131.06 $255K - $285K
2.17K $266M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
9.06K
New
$27.8 - $29.26 $252K - $265K
9.06K $263M
NEE
Nextera Energy Inc

Utilities
235
+ 1.36%
$69.9 - $84.97 $16.4K - $20K
17.5K $1.48B
Kenvue Inc
10.8K
New
N/A
10.8K $251M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.34K
New
$156.14 - $187.2 $209K - $251K
1.34K $248M
ETN
Eaton Corp PLC

Industrials
432
+ 7.56%
$272.52 - $333.02 $118K - $144K
6.15K $2.04B
BR
Broadridge Financial Solutions, Inc.

Technology
7
+ 0.05%
$196.56 - $218.55 $1.38K - $1.53K
13.5K $2.9B
ADSK
Autodesk, Inc.

Technology
871
New
$245.83 - $245.83 $214K - $214K
871 $240M
PHM
Pultegroup Inc

Consumer Cyclical
1.67K
New
$103.95 - $144.98 $173K - $242K
1.67K $239M
MEAR
Blackrock Short Maturity Munic

ETFs
4.6K
+ 14.32%
$49.99 - $50.34 $230K - $232K
36.7K $1.85B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.68K
New
$36.02 - $41.68 $205K - $237K
5.68K $235M
COST
Costco Wholesale Corp

Consumer Defensive
83
+ 1.9%
$801.83 - $917.05 $66.6K - $76.1K
4.46K $3.96B
CVX
Chevron Corp

Energy
2.96K
+ 13.17%
$137.88 - $161.97 $409K - $480K
25.5K $3.75B
AFL
Aflac Inc

Financial Services
2.03K
New
$88.52 - $111.8 $180K - $227K
2.03K $227M
DUK
Duke Energy Corp

Utilities
900
+ 11.15%
$99.35 - $117.71 $89.4K - $106K
8.97K $1.03B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.39K
+ 29.64%
$23.04 - $24.06 $193K - $202K
36.7K $882M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.4K
New
$136.93 - $162.81 $191K - $228K
1.4K $225M
NEM
Newmont Corp

Basic Materials
4.15K
New
$41.65 - $55.85 $173K - $232K
4.15K $222M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.79K
New
$71.86 - $78.56 $201K - $219K
2.79K $219M
MCK
Mckesson Corp

Healthcare
441
New
$479.06 - $630.38 $211K - $278K
441 $218M
DD
Du Pont De Nemours, Inc.

Basic Materials
2.44K
New
$77.22 - $89.49 $188K - $218K
2.44K $217M
TXN
Texas Instruments Inc

Technology
758
+ 16.38%
$194.6 - $194.6 $148K - $148K
5.39K $1.11B
AMD
Advanced Micro Devices Inc

Technology
1.29K
New
$128.67 - $183.96 $165K - $236K
1.29K $211M
AAXJ
Ishares Msci All Country Asia

ETFs
1.19K
+ 6.78%
$68.09 - $79.71 $81.3K - $95.2K
18.8K $1.48B
SPYC
Simplify Exchange Traded Fds U
5.5K
New
N/A
5.5K $208M
Activity Summary
Buys All Purchases 317 New Holdings 66 Increased Positions 251 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 1
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