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
SPOT
Spotify Technology S.A.

Communication Services
273
New
$503.3 - $775.9 $137K - $212K
273 $209K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.37K
+ 68.06%
$34.72 - $42.74 $152K - $187K
10.8K $461K
NSC
Norfolk Southern Corp

Industrials
816
New
$206.34 - $257.46 $168K - $210K
816 $208K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
3.02K
New
$55.73 - $68.72 $168K - $208K
3.02K $207K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.66K
+ 4.01%
$54.27 - $63.01 $89.8K - $104K
42.9K $2.69M
PANW
Palo Alto Networks Inc

Technology
30
+ 0.52%
$152.44 - $204.64 $4.57K - $6.14K
5.8K $1.19M
DE
Deere & CO

Industrials
104
+ 2.71%
$412.99 - $531.48 $43K - $55.3K
3.94K $2M
MO
Altria Group, Inc.

Consumer Defensive
3.88K
+ 22.19%
$55.56 - $60.91 $215K - $236K
21.3K $1.25M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.46K
New
$104.34 - $138.68 $152K - $202K
1.46K $202K
VDC
Vanguard Consumer Staples ETF

ETFs
916
+ 89.02%
$204.89 - $224.73 $188K - $206K
1.95K $425K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.06K
+ 18.98%
$141.87 - $164.49 $150K - $174K
6.64K $1.09M
ITW
Illinois Tool Works Inc

Industrials
762
+ 89.86%
$218.41 - $252.43 $166K - $192K
1.61K $398K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
14
+ 0.48%
$299.15 - $396.54 $4.19K - $5.55K
2.9K $1.15M
O
Realty Income Corp

Real Estate
3.3K
+ 20.45%
$52.27 - $58.52 $172K - $193K
19.4K $1.12M
WMB
Williams Companies, Inc.

Energy
2.73K
+ 81.53%
$54.33 - $62.87 $148K - $172K
6.08K $382K
SPG
Simon Property Group Inc

Real Estate
2.11K
+ 7.14%
$140.37 - $171.44 $296K - $361K
31.6K $5.08M
T
At&T Inc.

Communication Services
4.36K
+ 5.21%
$26.33 - $28.94 $115K - $126K
88K $2.55M
IBMP
Ishares Tr Ibonds December 202

ETFs
7.03K
+ 20.76%
$24.98 - $25.35 $176K - $178K
40.9K $1.04M
IBMO
Ishares Tr Ibonds December 202

ETFs
6.99K
+ 18.37%
$25.32 - $25.63 $177K - $179K
45K $1.15M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
6.6K
+ 17.9%
$26.41 - $26.76 $174K - $177K
43.5K $1.16M
CME
Cme Group Inc.

Financial Services
174
+ 1.41%
$252.37 - $290.71 $43.9K - $50.6K
12.5K $3.46M
ZBRA
Zebra Technologies Corp

Technology
71
+ 1.28%
$213.54 - $309.26 $15.2K - $22K
5.64K $1.74M
CHK
Chesapeake Energy Corp

Energy
1.91K
New
N/A
1.91K $163K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
20.9K
New
$6.8 - $8.15 $142K - $170K
20.9K $161K
PCG
Pg&E Corp

Utilities
11.5K
New
$13.55 - $17.87 $156K - $206K
11.5K $160K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
14K
New
$10.59 - $11.48 $148K - $160K
14K $160K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.58K
+ 21.5%
$29.52 - $35.31 $106K - $126K
20.2K $713K
DTM
Dt Midstream, Inc.

Energy
656
+ 10.42%
$87.23 - $109.91 $57.2K - $72.1K
6.95K $763K
ISRG
Intuitive Surgical Inc

Healthcare
196
+ 19.33%
$451.58 - $565.94 $88.5K - $111K
1.21K $657K
SHOP
Shopify Inc.

Technology
865
+ 31.53%
$76.89 - $115.35 $66.5K - $99.8K
3.61K $416K
SYK
Stryker Corp

Healthcare
197
+ 6.32%
$337.37 - $395.63 $66.5K - $77.9K
3.31K $1.31M
RY
Royal Bank Of Canada

Financial Services
750
+ 28.33%
$108.36 - $131.55 $81.3K - $98.7K
3.4K $446K
LMT
Lockheed Martin Corp

Industrials
214
+ 7.32%
$430.82 - $486.45 $92.2K - $104K
3.14K $1.45M
IWN
Ishares Russell2000 Val ETF

ETFs
503
+ 5.12%
$131.84 - $157.76 $66.3K - $79.4K
10.3K $1.63M
TJX
Tjx Companies Inc

Consumer Cyclical
1.02K
+ 9.42%
$119.13 - $135.03 $122K - $138K
11.9K $1.47M
KLAC
Kla Corp

Technology
60
+ 15.0%
$576.53 - $902.94 $34.6K - $54.2K
460 $412K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
175
+ 2.32%
$208.91 - $238.66 $36.6K - $41.8K
7.72K $1.84M
BP
Bp PLC

Energy
8K
+ 30.48%
$26.11 - $33.81 $209K - $270K
34.2K $1.02M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.56K
+ 24.88%
$79.56 - $82.92 $124K - $129K
7.8K $647K
ADSK
Autodesk, Inc.

Technology
533
+ 65.32%
N/A
1.35K $331K
HD
Home Depot, Inc.

Consumer Cyclical
348
+ 2.39%
$335.24 - $380.78 $117K - $133K
14.9K $5.46M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.14K
+ 25.1%
$70.56 - $87.22 $80.4K - $99.4K
5.68K $495K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
413
+ 0.64%
$47.29 - $53.34 $19.5K - $22K
65.2K $3.43M
DUK
Duke Energy Corp

Utilities
1.39K
+ 13.15%
$112.46 - $124.05 $156K - $172K
11.9K $1.41M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
6.91K
+ 5.67%
$10.6 - $12.44 $73.3K - $86K
129K $1.6M
QCOM
Qualcomm Inc

Technology
347
+ 3.17%
$124.66 - $159.48 $43.3K - $55.3K
11.3K $1.8M
TDIV
First Trust Nasdaq Technology

ETFs
36
+ 0.53%
$64.41 - $90.17 $2.32K - $3.25K
6.81K $614K
EVRG
Evergy, Inc.

Utilities
1.68K
+ 27.47%
$64.06 - $69.64 $107K - $117K
7.78K $536K
XLF
Financial Sector Spdr

ETFs
1.27K
+ 6.76%
$43.92 - $52.37 $55.8K - $66.5K
20.1K $1.05M
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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