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
NOW
Service Now, Inc.

Technology
21
+ 5.22%
$721.65 - $1040.18 $15.2K - $21.8K
423 $434K
ENB
Enbridge Inc

Energy
2.21K
+ 17.39%
$41.09 - $47.16 $90.8K - $104K
14.9K $675K
WM
Waste Management Inc

Industrials
511
+ 23.97%
$216.47 - $242.1 $111K - $124K
2.64K $604K
VZ
Verizon Communications Inc

Communication Services
4.95K
+ 9.91%
$41.67 - $45.62 $206K - $226K
54.8K $2.37M
JBBB
Janus Detroit Str Tr Henderson

ETFs
2.34K
+ 33.87%
$46.79 - $48.56 $110K - $114K
9.25K $446K
MS
Morgan Stanley

Financial Services
427
+ 21.41%
$99.83 - $140.86 $42.6K - $60.1K
2.42K $341K
QTEC
First Trust Nasdaq 100 Technol

ETFs
71
+ 3.03%
$149.56 - $212.83 $10.6K - $15.1K
2.41K $513K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
1.7K
+ 2.75%
$37.87 - $42.54 $64.3K - $72.3K
63.5K $2.67M
NANX
Nanophase Technologies Corp

Basic Materials
27.3K
New
$1.68 - $3.96 $45.8K - $108K
27.3K $102K
F
Ford Motor CO

Consumer Cyclical
7.69K
+ 34.39%
$8.69 - $10.85 $66.8K - $83.4K
30K $325K
XYL
Xylem Inc.

Industrials
466
+ 12.59%
$102.86 - $129.5 $47.9K - $60.3K
4.17K $539K
MTB
M&T Bank Corp

Financial Services
103
+ 2.14%
$156.58 - $193.99 $16.1K - $20K
4.92K $955K
IWB
Ishares Tr Russell 1000 ETF

ETFs
53
+ 2.32%
$272.36 - $339.57 $14.4K - $18K
2.33K $792K
MAR
Marriott International Inc

Consumer Cyclical
128
+ 7.78%
$211.12 - $274.14 $27K - $35.1K
1.77K $484K
BALT
Innovator Etfs Tr
2.73K
+ 42.08%
$30.33 - $32.1 $82.9K - $87.7K
9.22K $295K
ECL
Ecolab Inc.

Basic Materials
276
+ 24.62%
$225.65 - $270.95 $62.3K - $74.8K
1.4K $376K
CIG
Energy CO Of Minas Gerais

Utilities
46.8K
New
$1.62 - $1.96 $75.9K - $91.8K
46.8K $91K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
3.2K
+ 7.24%
$11.52 - $14.55 $36.9K - $46.6K
47.4K $674K
IWS
Ishares Russell Midcap Value E

ETFs
527
+ 25.88%
$110.58 - $132.14 $58.3K - $69.6K
2.56K $338K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
17.7K
New
$3.95 - $5.16 $69.9K - $91.4K
17.7K $82K
BSX
Boston Scientific Corp

Healthcare
579
+ 19.47%
$89.7 - $107.41 $51.9K - $62.2K
3.55K $381K
SWIM
Latham Group, Inc.

Industrials
12.8K
New
$4.72 - $6.76 $60.6K - $86.8K
12.8K $81K
NOC
Northrop Grumman Corp

Industrials
180
+ 21.1%
$456.3 - $540.39 $82.1K - $97.3K
1.03K $516K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.24K
+ 7.52%
$24.38 - $30.18 $30.2K - $37.4K
17.7K $533K
GIS
General Mills Inc

Consumer Defensive
2.12K
+ 52.07%
$50.37 - $60.97 $107K - $129K
6.2K $321K
SGOL
Abrdn Gold ETF Trust

ETFs
2.05K
+ 26.74%
$28.39 - $32.75 $58.3K - $67.2K
9.73K $306K
ACN
Accenture PLC

Technology
461
+ 9.9%
$279.23 - $323.21 $129K - $149K
5.12K $1.53M
TROW
Price T Rowe Group Inc

Financial Services
652
+ 24.99%
$80.27 - $98.06 $52.3K - $63.9K
3.26K $314K
NOK
Nokia Corp

Technology
14.3K
New
$4.65 - $5.43 $66.6K - $77.8K
14.3K $74K
MCK
Mckesson Corp

Healthcare
33
+ 4.07%
$652.83 - $732.78 $21.5K - $24.2K
843 $617K
MMM
3 M CO

Industrials
144
+ 1.56%
$126.09 - $154.15 $18.2K - $22.2K
9.39K $1.43M
CIEN
Ciena Corp

Technology
1
+ 0.03%
$53.5 - $83.89 $53.5 - $83.9
3.34K $271K
CLH
Clean Harbors Inc

Industrials
120
+ 9.53%
$182.1 - $233.5 $21.9K - $28K
1.38K $318K
SBUX
Starbucks Corp

Consumer Cyclical
1.44K
+ 14.57%
$79.69 - $99.41 $115K - $143K
11.3K $1.04M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
491
+ 7.23%
$45.98 - $56.15 $22.6K - $27.6K
7.28K $408K
AMP
Ameriprise Financial Inc

Financial Services
32
+ 3.37%
$422.19 - $533.73 $13.5K - $17.1K
982 $524K
SRLN
Ssga Active Trust

ETFs
1.36K
+ 17.97%
$39.47 - $41.59 $53.6K - $56.4K
8.91K $370K
LHX
L3 Harris Technologies, Inc.

Industrials
76
+ 7.8%
$200.21 - $256.99 $15.2K - $19.5K
1.05K $263K
RDY
Dr Reddys Laboratories LTD

Healthcare
2K
+ 12.64%
$12.36 - $16.17 $24.7K - $32.3K
17.8K $267K
BNY
Blackrock New York Municipal Income Trust

Financial Services
9.12K
+ 15.17%
$9.59 - $10.28 $87.5K - $93.8K
69.3K $669K
SHW
Sherwin Williams CO

Basic Materials
188
+ 13.6%
$313.51 - $363.51 $58.9K - $68.3K
1.57K $539K
PFE
Pfizer Inc

Healthcare
4.33K
+ 9.67%
$21.59 - $24.84 $93.5K - $108K
49.1K $1.19M
SLV
I Shares Silver Trust

ETFs
1.14K
+ 15.03%
$27.08 - $33.74 $31K - $38.6K
8.75K $287K
FIS
Fidelity National Information Services, Inc.

Technology
53
+ 0.75%
$68.14 - $82.13 $3.61K - $4.35K
7.11K $578K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.63K
+ 24.23%
$10.8 - $16.92 $28.4K - $44.4K
13.5K $184K
XLY
Select Sector Spdr Consumer Di

ETFs
119
+ 9.77%
$176.34 - $218.59 $21K - $26K
1.34K $290K
ADP
Automatic Data Processing Inc

Industrials
126
+ 3.34%
$276.76 - $326.81 $34.9K - $41.2K
3.9K $1.2M
GLW
Corning Inc

Technology
300
+ 6.13%
$39.07 - $52.59 $11.7K - $15.8K
5.19K $272K
AVK
Advent Convertible & Income Fund

Financial Services
321
+ 0.44%
$10.01 - $12.11 $3.21K - $3.89K
73.7K $892K
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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