Modern Wealth Management, LLC Incresed Positions in Q1 2025

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNM
Unum Group

Financial Services
22
+ 0.89%
$71.8 - $83.34 $1.58K - $1.83K
2.49K $203K
XLB
Select Sector Spdr Fd Material

ETFs
67
+ 2.79%
$83.19 - $90.99 $5.57K - $6.1K
2.47K $212K
ADSK
Autodesk, Inc.

Technology
6
+ 0.74%
N/A
816 $200K
SNA
Snap On Inc

Industrials
4
+ 0.63%
$324.09 - $358.62 $1.3K - $1.43K
638 $215K
Janus Detroit Str Tr
11
+ 0.26%
N/A
4.32K $0
TROW
Price T Rowe Group Inc

Financial Services
22
+ 0.85%
$91.57 - $116.93 $2.01K - $2.57K
2.61K $239K
Ge Healthcare Technologies I
49
+ 1.65%
N/A
3.01K $0
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.08%
$192.6 - $233.2 $193 - $233
1.22K $240K
GIS
General Mills Inc

Consumer Defensive
23
+ 0.57%
$57.56 - $65.3 $1.32K - $1.5K
4.08K $243K
CGMS
Capital Grp Core Plus Income E
2.32K
+ 25.14%
N/A
11.6K $0
FAST
Fastenal CO

Industrials
32
+ 0.95%
$71.11 - $79.98 $2.28K - $2.56K
3.41K $264K
KLAC
Kla Corp

Technology
4
+ 1.01%
$636.62 - $777.63 $2.55K - $3.11K
400 $271K
HSY
Hershey CO

Consumer Defensive
22
+ 1.39%
$144.74 - $186.36 $3.18K - $4.1K
1.61K $275K
APA
Apa Corp

Energy
32
+ 0.24%
$18.54 - $25.45 $593 - $814
13.1K $275K
SCHR
Schwab Intermediate Term Us Tr

ETFs
302
+ 2.72%
$24.05 - $24.86 $7.26K - $7.51K
11.4K $283K
RELX
Relx PLC

Communication Services
1
+ 0.02%
$45.34 - $51.91 $45.3 - $51.9
5.51K $277K
DD
Du Pont De Nemours, Inc.

Basic Materials
75
+ 2.01%
$72.7 - $84.32 $5.45K - $6.32K
3.81K $284K
VTWO
Vanguard Russell 2000 ETF

ETFs
803
+ 21.48%
$80.08 - $92.93 $64.3K - $74.6K
4.54K $366K
PHM
Pultegroup Inc

Consumer Cyclical
33
+ 1.07%
$101.09 - $118.51 $3.34K - $3.91K
3.13K $321K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
1
+ 0.0%
N/A
43.6K $310K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11
+ 0.16%
$47.79 - $59.89 $526 - $659
6.79K $340K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.02%
$56.12 - $68.15 $56.1 - $68.2
5.35K $363K
EMR
Emerson Electric CO

Industrials
471
+ 13.93%
$108.64 - $131.17 $51.2K - $61.8K
3.85K $422K
DBA
Invesco Db Agriculture Fund

ETFs
13
+ 0.08%
$26.05 - $28.38 $339 - $369
15.7K $412K
CTVA
Corteva, Inc.

Basic Materials
75
+ 1.12%
$55.94 - $66.15 $4.2K - $4.96K
6.79K $427K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
933
+ 6.01%
$25.81 - $28.52 $24.1K - $26.6K
16.5K $453K
PSX
Phillips 66

Energy
392
+ 10.71%
$113.93 - $131.55 $44.7K - $51.6K
4.05K $500K
PSA
Public Storage

Real Estate
8
+ 0.53%
$288.99 - $313.98 $2.31K - $2.51K
1.52K $455K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.06%
$283.24 - $338.07 $283 - $338
1.68K $496K
FTGC
First Trust Global Tactical CO

ETFs
14
+ 0.07%
$23.95 - $25.86 $335 - $362
20.6K $526K
EIPX
First Tr Exc Trd Fd Iv Ft Ener
2.93K
+ 14.05%
N/A
23.8K $0
GRMN
Garmin LTD

Technology
13
+ 0.52%
$204.55 - $241.93 $2.66K - $3.15K
2.54K $550K
MET
Metlife Inc

Financial Services
28
+ 0.4%
$77.7 - $87.0 $2.18K - $2.44K
7.07K $567K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
12
+ 0.11%
$53.81 - $62.59 $646 - $751
10.5K $586K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
15
+ 0.12%
$47.25 - $67.02 $709 - $1.01K
12.4K $589K
XEL
Xcel Energy Inc

Utilities
11
+ 0.13%
$63.37 - $72.1 $697 - $793
8.51K $602K
DTM
Dt Midstream, Inc.

Energy
16
+ 0.25%
$86.95 - $113.75 $1.39K - $1.82K
6.29K $607K
EPD
Enterprise Products Partners L.P.

Energy
4.5K
+ 23.05%
$31.75 - $34.14 $143K - $154K
24K $820K
PNC
Pnc Financial Services Group, Inc.

Financial Services
811
+ 21.21%
$168.84 - $202.89 $137K - $165K
4.63K $814K
Ge Vernova Inc
46
+ 2.04%
N/A
2.3K $0
CMI
Cummins Inc

Industrials
5
+ 0.22%
$312.92 - $386.07 $1.56K - $1.93K
2.27K $710K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
5
+ 0.03%
$48.29 - $51.95 $241 - $260
14.7K $729K
USB
Us Bancorp \De\

Financial Services
1.9K
+ 10.92%
$40.92 - $50.9 $77.5K - $96.5K
19.2K $812K
WEC
Wec Energy Group, Inc.

Utilities
16
+ 0.24%
$92.12 - $108.98 $1.47K - $1.74K
6.77K $738K
VTV
Vanguard Value ETF

ETFs
248
+ 5.71%
$167.73 - $179.21 $41.6K - $44.4K
4.59K $792K
Blackrock Inc
2
+ 0.25%
N/A
794 $0
GD
General Dynamics Corp

Industrials
1
+ 0.04%
$241.94 - $272.58 $242 - $273
2.78K $756K
EXC
Exelon Corp

Utilities
2.06K
+ 12.36%
$37.3 - $46.08 $76.8K - $94.9K
18.7K $862K
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.01%
$85.68 - $97.5 $85.7 - $97.5
8.21K $768K
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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