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
HEFA
Ishares Currency Hedged Msci E

ETFs
894
+ 0.28%
$34.83 - $37.52 $31.1K - $33.5K
321K $11.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
496
+ 0.4%
$95.85 - $99.25 $47.5K - $49.2K
123K $12.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
28.3K
+ 5.2%
$22.25 - $23.0 $629K - $650K
571K $13.1M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.73K
+ 1.49%
$63.77 - $71.36 $174K - $195K
186K $12.8M
GOOG
Alphabet Inc.

Communication Services
741
+ 0.88%
$156.06 - $207.71 $116K - $154K
84.6K $13.2M
XOM
Exxon Mobil Corp

Energy
1.51K
+ 1.31%
$105.44 - $118.93 $159K - $179K
116K $13.8M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.63K
+ 2.1%
$62.72 - $71.92 $290K - $333K
225K $14.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
673
+ 0.57%
$120.29 - $134.6 $81K - $90.6K
118K $14.4M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
2.09K
+ 0.37%
$25.44 - $25.58 $53K - $53.3K
569K $14.5M
J P Morgan Exchange Traded F
470
+ 0.19%
N/A
244K $0
IQLT
Ishares Msci Intl Quality Fact

ETFs
441
+ 0.12%
$36.91 - $41.03 $16.3K - $18.1K
382K $15.2M
AMZN
Amazon Com Inc

Consumer Cyclical
270
+ 0.32%
$190.26 - $242.06 $51.4K - $65.4K
84.2K $16M
First Tr Exchng Traded Fd Vi
17.4K
+ 2.14%
N/A
828K $0
NVDA
Nvidia Corp

Technology
332
+ 0.22%
$106.98 - $149.43 $35.5K - $49.6K
152K $16.5M
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.13K
+ 0.31%
$43.53 - $45.42 $49.1K - $51.3K
369K $16.7M
SPSB
Spdr Portfolio Short Term Corp

ETFs
22.4K
+ 3.98%
$29.82 - $30.1 $669K - $676K
586K $17.6M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.04K
+ 0.23%
$36.64 - $45.76 $38.1K - $47.6K
455K $17M
CVX
Chevron Corp

Energy
3.7K
+ 3.4%
$146.71 - $167.97 $543K - $622K
113K $18.8M
AVUV
American Centy ETF Tr Avantis

ETFs
305
+ 0.14%
$84.95 - $100.62 $25.9K - $30.7K
213K $18.6M
OUNZ
Van Eck Merk Gold Trust

ETFs
1.25K
+ 0.2%
$25.41 - $30.14 $31.7K - $37.6K
629K $19M
EMLP
First Tr Exchange Traded Iv

ETFs
8.5K
+ 1.65%
$35.79 - $38.28 $304K - $325K
522K $19.6M
CGDV
Capital Group Divid Value ETF

ETFs
4.55K
+ 0.84%
$34.95 - $37.36 $159K - $170K
547K $19.5M
PVAL
Putnam ETF Tr Putnam Focused L
1.21K
+ 0.24%
$36.8 - $39.59 $44.5K - $47.8K
512K $19.5M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.41K
+ 1.73%
$78.0 - $84.37 $344K - $372K
259K $20.7M
SNSR
Global X Fds Internet Of Thing

ETFs
11.1K
+ 1.76%
$32.89 - $38.12 $364K - $422K
639K $21M
VEA
Vanguard Ftse Developed Market

ETFs
31
+ 0.01%
$47.4 - $52.99 $1.47K - $1.64K
419K $21.3M
HON
Honeywell International Inc

Industrials
2.03K
+ 1.96%
$202.75 - $226.52 $411K - $459K
105K $22.3M
SPYG
Spdr Portfolio

ETFs
3.14K
+ 1.15%
$80.05 - $92.39 $251K - $290K
277K $22.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
857
+ 2.04%
$442.66 - $534.52 $379K - $458K
43K $22.9M
INTF
Ishares Tr

ETFs
628
+ 0.08%
$28.43 - $31.96 $17.9K - $20.1K
773K $23.8M
VONE
Vanguard Russell 1000 ETF

ETFs
339
+ 0.35%
$250.16 - $278.79 $84.8K - $94.5K
96.4K $24.5M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.59K
+ 0.92%
$39.18 - $43.52 $219K - $243K
613K $25.7M
XLE
Energy Sector Spdr

ETFs
2.61K
+ 0.83%
$85.7 - $93.96 $223K - $245K
317K $29.6M
IOO
Ishares Tr Global 100 ETF

ETFs
780
+ 0.25%
$96.2 - $105.12 $75K - $82K
317K $30.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
764
+ 0.2%
$81.83 - $82.73 $62.5K - $63.2K
392K $32.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
333
+ 0.05%
$44.72 - $46.25 $14.9K - $15.4K
704K $32.4M
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 0.02%
$554.06 - $615.85 $6.65K - $7.39K
59.1K $33.2M
JPM
Jpmorgan Chase & CO

Financial Services
1.89K
+ 1.22%
$225.19 - $279.95 $425K - $529K
157K $38.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16
+ 0.02%
$507.05 - $563.67 $8.11K - $9.02K
77.5K $39.8M
T Rowe Price ETF Inc
3.39K
+ 0.27%
N/A
1.26M $0
MSFT
Microsoft Corp

Technology
26.5K
+ 22.39%
$375.39 - $447.2 $9.95M - $11.9M
145K $54.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.18K
+ 0.13%
$53.6 - $58.97 $63K - $69.3K
900K $49.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
647
+ 0.21%
$168.16 - $186.21 $109K - $120K
303K $51.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.53K
+ 0.27%
$44.41 - $45.98 $157K - $162K
1.3M $59.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
140
+ 0.02%
$91.45 - $91.75 $12.8K - $12.8K
697K $64M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
69
+ 0.01%
$100.59 - $103.47 $6.94K - $7.14K
623K $64.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.58K
+ 0.51%
$49.78 - $53.19 $327K - $350K
1.31M $66.7M
AAPL
Apple Inc.

Technology
3.8K
+ 1.1%
$209.68 - $247.1 $798K - $940K
349K $77.6M
VTI
Vanguard Total Stock Market Et

ETFs
359
+ 0.13%
$271.18 - $303.12 $97.4K - $109K
286K $78.7M
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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