Modern Wealth Management, LLC Incresed Positions in Q4 2024

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
628K
+ 18492.67%
$104.59 - $118.05 $65.7M - $74.2M
632K $68.7B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
816K
+ 94.81%
$69.3 - $74.3 $56.6M - $60.7M
1.68M $124B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.13M
+ 326.12%
$50.62 - $50.97 $57.5M - $57.8M
1.48M $75.5B
AAPL
Apple Inc.

Technology
211K
+ 197.3%
$221.69 - $259.02 $46.7M - $54.6M
318K $72.3B
MSFT
Microsoft Corp

Technology
99.6K
+ 294.57%
$406.35 - $454.46 $40.5M - $45.3M
133K $55B
JPM
Jpmorgan Chase & CO

Financial Services
129K
+ 472.31%
$205.18 - $250.29 $26.6M - $32.4M
157K $42.5B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
649K
+ 909.22%
$45.07 - $47.1 $29.2M - $30.6M
720K $32.7B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
530K
+ 70.53%
$51.09 - $55.27 $27.1M - $29.3M
1.28M $67B
XLE
Energy Sector Spdr

ETFs
290K
+ 1927.19%
$83.32 - $97.27 $24.2M - $28.2M
305K $27.6B
XLRE
Select Sector Spdr Tr Real Est

ETFs
623K
+ 8902.97%
$40.06 - $45.21 $25M - $28.2M
630K $26.5B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
295K
+ 336.15%
$81.68 - $82.93 $24.1M - $24.5M
383K $31.4B
IOO
Ishares Tr Global 100 ETF

ETFs
212K
+ 201.56%
$97.46 - $103.45 $20.6M - $21.9M
317K $32.6B
T Rowe Price ETF Inc
570K
+ 83.04%
N/A
1.26M $43B
HON
Honeywell International Inc

Industrials
84.8K
+ 1691.32%
$202.84 - $236.0 $17.2M - $20M
89.8K $18.7B
IVV
Ishares Core S&P 500 ETF

ETFs
26.3K
+ 80.4%
$570.51 - $610.59 $15M - $16M
59K $35.8B
IVW
Ishares S&P 500 Growth ETF

ETFs
69.2K
+ 8.55%
$94.43 - $105.47 $6.53M - $7.3M
878K $92.8B
CGDV
Capital Group Divid Value ETF

ETFs
402K
+ 484.17%
$35.16 - $37.12 $14.1M - $14.9M
485K $18B
JMBS
Janus Detroit Str Tr Henderson

ETFs
321K
+ 4875.91%
$44.03 - $46.65 $14.1M - $15M
328K $14.6B
NEE
Nextera Energy Inc

Utilities
192K
+ 1096.62%
$69.77 - $85.43 $13.4M - $16.4M
210K $14.6B
CVX
Chevron Corp

Energy
80.3K
+ 315.01%
$141.15 - $162.53 $11.3M - $13M
106K $16.5B
GOOG
Alphabet Inc.

Communication Services
60.3K
+ 367.29%
$163.08 - $198.16 $9.84M - $12M
76.8K $14.4B
MBB
Ishares Tr

ETFs
114K
+ 312.14%
$91.26 - $95.82 $10.4M - $11M
151K $13.9B
AMZN
Amazon Com Inc

Consumer Cyclical
35.2K
+ 97.06%
$180.88 - $232.93 $6.37M - $8.2M
71.5K $16.7B
VTI
Vanguard Total Stock Market Et

ETFs
28.4K
+ 51.32%
$280.04 - $302.45 $7.96M - $8.6M
83.8K $25.1B
KMI
Kinder Morgan, Inc.

Energy
342K
+ 934.22%
$22.59 - $28.54 $7.72M - $9.75M
378K $10.2B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
333K
+ 1324.55%
$26.93 - $84.95 $8.98M - $28.3M
359K $9.92B
SPTS
Spdr Portfolio Short Term Trea

ETFs
265K
+ 377.91%
$28.88 - $29.33 $7.66M - $7.77M
335K $9.72B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.73K
+ 3.29%
$567.81 - $607.81 $2.68M - $2.87M
149K $89.9B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
76.3K
+ 324.79%
$91.94 - $100.02 $7.02M - $7.64M
99.8K $9.46B
NVDA
Nvidia Corp

Technology
47.5K
+ 77.34%
$117.0 - $148.88 $5.56M - $7.07M
109K $14.6B
OUNZ
Van Eck Merk Gold Trust

ETFs
193K
+ 43.11%
$24.72 - $26.9 $4.77M - $5.2M
641K $18B
SPYG
Spdr Portfolio

ETFs
46.3K
+ 21.77%
$81.74 - $91.38 $3.78M - $4.23M
259K $23.7B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
315K
+ 98.31%
$19.47 - $20.95 $6.14M - $6.61M
636K $12.5B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
262K
+ 131.47%
$22.39 - $23.45 $5.87M - $6.15M
462K $10.4B
Blackrock ETF Trust Ii
110K
+ 1450.64%
N/A
117K $6.14B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
179K
+ 121.46%
$28.89 - $31.63 $5.17M - $5.66M
326K $10.1B
IWM
Ishares Russell 2000 ETF

ETFs
22.8K
+ 576.78%
$216.13 - $242.4 $4.93M - $5.53M
26.8K $6.08B
VIG
Vanguard Dividend Appreciation

ETFs
25.1K
+ 1181.5%
N/A
27.2K $5.53B
XOM
Exxon Mobil Corp

Energy
46.9K
+ 72.83%
$105.51 - $125.37 $4.95M - $5.88M
111K $12.4B
QUAL
Ishares Msci Usa Quality Facto

ETFs
21.1K
+ 12.58%
$176.42 - $186.91 $3.72M - $3.94M
189K $34.8B
RTX
Raytheon Technologies Corp

Industrials
35.2K
+ 513.81%
$114.45 - $127.21 $4.03M - $4.48M
42K $5.39B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
44.7K
+ 831.14%
$96.64 - $101.23 $4.32M - $4.53M
50.1K $4.89B
ABT
Abbott Laboratories

Healthcare
30.7K
+ 318.14%
$111.93 - $119.39 $3.44M - $3.67M
40.4K $5.3B
GOOGL
Alphabet Inc.

Communication Services
18.8K
+ 55.71%
$161.86 - $196.66 $3.04M - $3.7M
52.5K $9.79B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.65K
+ 5.01%
$521.84 - $558.82 $1.91M - $2.04M
76.5K $42.5B
IYW
Ishares Dj Us Tech ETF

ETFs
21K
+ 35.57%
$148.14 - $166.23 $3.11M - $3.49M
80.1K $13B
COST
Costco Wholesale Corp

Consumer Defensive
2.98K
+ 66.74%
$873.59 - $994.69 $2.6M - $2.96M
7.44K $7.9B
IDEV
Ishares Core Msci Intl Develop

ETFs
60.9K
+ 66.77%
$64.18 - $70.42 $3.91M - $4.29M
152K $10.4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
85.7K
+ 691.2%
$44.04 - $49.49 $3.77M - $4.24M
98.1K $4.45B
Activity Summary
Buys All Purchases 499 New Holdings 199 Increased Positions 300 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 1
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