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
CDW
Cdw Corp

Technology
279
+ 2.3%
$144.49 - $190.68 $40.3K - $53.2K
12.4K $2.22M
CAH
Cardinal Health Inc

Healthcare
1.61K
New
$125.0 - $168.0 $201K - $271K
1.61K $270K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
3.48K
+ 22.15%
$72.34 - $83.73 $251K - $291K
19.2K $1.56M
NTR
Nutrien Ltd.

Basic Materials
4.59K
New
$46.88 - $62.89 $215K - $289K
4.59K $267K
SEIC
Sei Investments CO

Financial Services
2.91K
New
$66.45 - $89.86 $193K - $262K
2.91K $261K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
11.1K
New
$23.29 - $23.38 $258K - $259K
11.1K $258K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
22.9K
New
$9.85 - $11.67 $226K - $268K
22.9K $258K
MSTR
Microstrategy Inc

Technology
634
New
$237.95 - $421.61 $151K - $267K
634 $256K
ALL
Allstate Corp

Financial Services
1.27K
New
$180.53 - $212.64 $229K - $270K
1.27K $255K
NGG
National Grid PLC

Utilities
3.42K
New
$62.74 - $74.79 $214K - $255K
3.42K $254K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.25K
New
$75.05 - $77.34 $244K - $251K
3.25K $251K
CRWD
Crowd Strike Holdings, Inc.

Technology
493
New
$321.63 - $509.31 $159K - $251K
493 $251K
FNDB
Schwab Fundamental U S Broad M

ETFs
10K
+ 83.31%
$20.36 - $23.98 $204K - $240K
22K $527K
TTEK
Tetra Tech Inc

Industrials
6.96K
New
$28.01 - $36.25 $195K - $252K
6.96K $250K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
21.2K
New
$11.46 - $12.75 $243K - $270K
21.2K $249K
ET
Energy Transfer LP

Energy
13.6K
New
$15.65 - $18.93 $213K - $257K
13.6K $246K
NEM
Newmont Corp

Basic Materials
4.22K
New
$44.18 - $59.46 $186K - $251K
4.22K $245K
VRSN
Verisign Inc

Technology
846
New
$234.49 - $288.8 $198K - $244K
846 $244K
SCCO
Southern Copper Corp

Basic Materials
2.41K
New
$75.63 - $104.64 $182K - $252K
2.41K $243K
WCN
Waste Connections, Inc.

Industrials
1.29K
New
$183.26 - $199.95 $236K - $258K
1.29K $240K
IDXX
Idexx Laboratories Inc

Healthcare
446
New
$361.04 - $536.34 $161K - $239K
446 $239K
SNPS
Synopsys Inc

Technology
462
New
$380.9 - $517.66 $176K - $239K
462 $236K
GLDM
World Gold Trust

ETFs
3.37K
+ 88.59%
$58.96 - $67.97 $199K - $229K
7.17K $470K
WTRG
Essential Utilities, Inc.

Utilities
6.29K
New
$36.92 - $41.39 $232K - $260K
6.29K $233K
TNA
Direxion Daily Small Cap Bull

ETFs
6.96K
New
$19.12 - $33.54 $133K - $234K
6.96K $233K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
812
New
$224.16 - $285.86 $182K - $232K
812 $232K
MKL
Markel Corp

Financial Services
21
+ 1.43%
$1678.5 - $1997.36 $35.2K - $41.9K
1.49K $2.98M
EW
Edwards Lifesciences Corp

Healthcare
2.94K
New
$67.07 - $78.22 $197K - $230K
2.94K $230K
EQIX
Equinix Inc

Real Estate
287
New
$740.07 - $914.43 $212K - $262K
287 $228K
CGGO
Capital Group Global Growth Eq

ETFs
1.45K
+ 2.92%
$25.31 - $32.17 $36.8K - $46.7K
51.3K $1.64M
MFC
Manulife Financial Corp

Financial Services
7.1K
New
$26.93 - $32.44 $191K - $230K
7.1K $227K
HOOD
Robinhood Markets, Inc.

Technology
2.42K
New
$34.17 - $93.63 $82.6K - $226K
2.42K $226K
CNM
Core & Main, Inc.

Industrials
3.75K
New
$44.53 - $60.36 $167K - $226K
3.75K $226K
CTAS
Cintas Corp

Industrials
1.01K
New
$190.11 - $227.66 $192K - $230K
1.01K $225K
KKR
Kkr & Co. Inc.

Financial Services
1.69K
New
$92.79 - $134.29 $157K - $227K
1.69K $224K
HCA
Hca Healthcare, Inc.

Healthcare
584
New
$317.61 - $387.52 $185K - $226K
584 $223K
LECO
Lincoln Electric Holdings Inc

Industrials
320
+ 3.71%
$167.18 - $211.38 $53.5K - $67.6K
8.94K $1.85M
URA
Global X Uranium ETF

ETFs
5.7K
New
$20.26 - $38.81 $115K - $221K
5.7K $221K
DFAX
Dimensional ETF Tr
7.51K
New
$23.37 - $29.39 $176K - $221K
7.51K $220K
GS
Goldman Sachs Group Inc

Financial Services
90
+ 9.51%
$462.22 - $707.75 $41.6K - $63.7K
1.04K $733K
VXF
Vanguard Extended Market ETF

ETFs
1.12K
New
$150.43 - $192.71 $169K - $216K
1.12K $216K
AMCR
Amcor PLC

Consumer Cyclical
23.5K
New
$8.57 - $9.81 $202K - $231K
23.5K $216K
VLO
Valero Energy Corp

Energy
1.59K
New
$104.69 - $141.77 $166K - $225K
1.59K $213K
DGRO
Ishares Core Dividend Growth E

ETFs
2.92K
+ 24.79%
$55.22 - $63.94 $161K - $187K
14.7K $940K
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.16K
New
$53.65 - $67.02 $170K - $212K
3.16K $212K
INDA
Ishares Msci India Index Fund

ETFs
3.8K
New
$49.13 - $55.86 $186K - $212K
3.8K $211K
EA
Electronic Arts Inc.

Communication Services
1.32K
New
$132.53 - $159.7 $175K - $211K
1.32K $210K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.1K
New
$50.34 - $51.86 $206K - $212K
4.1K $210K
FAST
Fastenal CO

Industrials
7.85K
+ 229.88%
$40.65 - $83.16 $319K - $653K
11.3K $473K
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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