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
FSCO
Fs Cr Opportunities Corp Com
21.1K
+ 12.51%
N/A
190K $0
Fidelity Covington Trust
129
+ 1.07%
N/A
12.2K $0
Ge Vernova Inc
118
+ 5.14%
N/A
2.41K $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
70.2K
New
N/A
70.2K $0
Fidelity Covington Trust
26
+ 0.32%
N/A
8.1K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
295K
New
N/A
295K $0
Victory Portfolios Ii
1.01M
New
N/A
1.01M $0
Aim ETF Products Trust
284K
New
N/A
284K $0
Lam Research Corp
3.92K
New
N/A
3.92K $0
Hartford Fds Exchange Traded
149K
New
N/A
149K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
34.2K
New
N/A
34.2K $0
WPC
W. P. Carey Inc.

Real Estate
105
+ 1.15%
$56.12 - $64.53 $5.89K - $6.78K
9.27K $578K
Veralto Corp
2.39K
New
N/A
2.39K $0
Aim ETF Products Trust
91.2K
New
N/A
91.2K $0
DBA
Invesco Db Agriculture Fund

ETFs
108
+ 0.69%
$25.27 - $27.68 $2.73K - $2.99K
15.8K $412K
Thrivent ETF Trust
9.96K
New
N/A
9.96K $0
Blackrock ETF Trust
76.5K
New
N/A
76.5K $0
SPYC
Simplify Exchange Traded Fds U
5.56K
New
N/A
5.56K $0
Boeing CO
10.2K
New
N/A
10.2K $0
Ark 21 Shares Bitcoin ETF
20.3K
+ 294.56%
N/A
27.2K $0
Brookfield Renewable Corp
327
+ 2.25%
N/A
14.9K $0
CGMU
Capital Group Core Plus Income
58.9K
+ 224.41%
N/A
85.1K $0
Brookfield Corp
92
+ 1.15%
N/A
8.06K $0
JGRO
J P Morgan Exchange Traded Fd
783
+ 1.25%
N/A
63.2K $0
Blackrock ETF Trust Ii
6.5K
New
N/A
6.5K $0
CGMS
Capital Grp Core Plus Income E
1.69K
+ 14.64%
N/A
13.3K $0
Blackrock ETF Trust Ii
2.05K
+ 1.69%
N/A
123K $0
J P Morgan Exchange Traded F
273K
New
N/A
273K $0
Blackrock ETF Trust
34.2K
New
N/A
34.2K $0
Arista Networks Inc
3.33K
New
N/A
3.33K $0
Amplify ETF Tr
51.7K
New
N/A
51.7K $0
Linde PLC
213
+ 20.21%
N/A
1.27K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
5.06K
+ 18.88%
N/A
31.9K $0
Ishares Bitcoin Trust ETF
6.2K
+ 88.32%
N/A
13.2K $0
Morgan Stanley ETF Trust
30.3K
New
N/A
30.3K $0
Morgan Stanley ETF Trust
5.02K
New
N/A
5.02K $0
Morgan Stanley ETF Trust
21.5K
New
N/A
21.5K $0
ACWF
Ishares Msci Global Multifacto

ETFs
242
+ 1.47%
N/A
16.7K $0
T Rowe Price ETF Inc
14.6K
+ 1.15%
N/A
1.28M $0
Ameriserv Finl Inc
151
+ 1.17%
N/A
13K $0
Manager Directed Portfolios
35.4K
New
N/A
35.4K $0
TGT
Target Corp

Consumer Defensive
252
+ 5.11%
$88.76 - $105.77 $22.4K - $26.7K
5.19K $511K
MKC
Mccormick & CO Inc

Consumer Defensive
181
+ 5.88%
$71.11 - $82.25 $12.9K - $14.9K
3.26K $247K
KMPR
Kemper Corp

Financial Services
25
+ 0.71%
$55.12 - $67.26 $1.38K - $1.68K
3.57K $230K
SJM
J M Smucker CO

Consumer Defensive
659
+ 18.39%
$94.41 - $118.52 $62.2K - $78.1K
4.24K $416K
XEL
Xcel Energy Inc

Utilities
227
+ 2.67%
$65.65 - $72.39 $14.9K - $16.4K
8.73K $594K
DTE
Dte Energy CO

Utilities
498
+ 3.88%
$127.39 - $139.49 $63.4K - $69.5K
13.3K $1.77M
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.83%
$3478.38 - $3880.15 $3.48K - $3.88K
122 $452K
SNA
Snap On Inc

Industrials
27
+ 4.23%
$292.36 - $342.2 $7.89K - $9.24K
665 $206K
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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