Modern Wealth Management, LLC Incresed Positions in Q1 2025

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
206K
+ 16116.17%
$408.78 - $448.82 $84.3M - $92.6M
208K $87.2B
VTI
Vanguard Total Stock Market Et

ETFs
202K
+ 241.13%
$271.18 - $303.12 $54.8M - $61.3M
286K $78.6B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
559K
+ 406.19%
$91.45 - $91.75 $51.2M - $51.3M
697K $63.9B
VEA
Vanguard Ftse Developed Market

ETFs
404K
+ 2578.68%
$47.4 - $52.99 $19.1M - $21.4M
419K $21.3B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
393K
+ 26.52%
$50.48 - $51.04 $19.9M - $20.1M
1.88M $95.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
113K
+ 59.89%
$168.16 - $186.21 $19M - $21.1M
302K $51.6B
VGIT
Vanguard Intermediate Term Tre

ETFs
266K
+ 4319.53%
$57.44 - $59.4 $15.3M - $15.8M
272K $16.2B
PVAL
Putnam ETF Tr Putnam Focused L
393K
+ 334.15%
$36.8 - $39.59 $14.5M - $15.5M
510K $19.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
37.8K
+ 25.42%
$551.42 - $612.93 $20.8M - $23.2M
186K $104B
IQLT
Ishares Msci Intl Quality Fact

ETFs
337K
+ 750.63%
$36.91 - $41.03 $12.4M - $13.8M
382K $15.2B
ITOT
Ishares Core S&P Total U.S. St

ETFs
84.8K
+ 262.36%
$120.29 - $134.6 $10.2M - $11.4M
117K $14.3B
IVW
Ishares S&P 500 Growth ETF

ETFs
226K
+ 25.74%
$92.45 - $106.69 $20.9M - $24.1M
1.1M $103B
INTF
Ishares Tr

ETFs
296K
+ 62.22%
$28.43 - $31.96 $8.42M - $9.47M
773K $23.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
72.7K
+ 145.12%
$95.85 - $99.25 $6.97M - $7.22M
123K $12.2B
IEFA
Ishares Tr

ETFs
92K
+ 855.08%
$69.57 - $78.65 $6.4M - $7.24M
103K $7.78B
AAPL
Apple Inc.

Technology
28K
+ 8.81%
$209.68 - $247.1 $5.86M - $6.91M
346K $76.7B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
37.6K
+ 83.81%
$97.25 - $104.79 $3.66M - $3.95M
82.6K $8.57B
VIG
Vanguard Dividend Appreciation

ETFs
20.7K
+ 75.9%
N/A
47.9K $9.29B
HON
Honeywell International Inc

Industrials
13.5K
+ 14.99%
$202.75 - $226.52 $2.73M - $3.05M
103K $21.9B
AVDE
American Centy ETF Tr Avantis

ETFs
45.9K
+ 792.38%
$60.63 - $68.55 $2.78M - $3.15M
51.7K $3.43B
IEMG
Ishares Inc

ETFs
52.9K
+ 80.11%
N/A
119K $6.42B
VB
Vanguard Small Cap ETF

ETFs
11.4K
+ 202.91%
$217.89 - $252.64 $2.48M - $2.87M
17K $3.76B
IDEV
Ishares Core Msci Intl Develop

ETFs
31K
+ 20.35%
$63.77 - $71.36 $1.97M - $2.21M
183K $12.6B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
58.8K
+ 150.93%
$33.84 - $37.77 $1.99M - $2.22M
97.8K $3.56B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
81.5K
+ 17.65%
$22.25 - $23.0 $1.81M - $1.87M
543K $12.5B
JMBS
Janus Detroit Str Tr Henderson

ETFs
39.7K
+ 12.09%
$43.53 - $45.42 $1.73M - $1.8M
368K $16.6B
NVDA
Nvidia Corp

Technology
43.1K
+ 39.6%
$106.98 - $149.43 $4.61M - $6.45M
152K $16.5B
EFA
Ishares Tr Msci Eafe ETF

ETFs
23.1K
+ 271.9%
$74.85 - $84.89 $1.73M - $1.96M
31.6K $2.58B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
41.4K
+ 42.21%
$42.5 - $46.71 $1.76M - $1.93M
139K $6.31B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.9K
+ 585.03%
$64.88 - $72.1 $1.81M - $2.01M
32.7K $2.15B
CSCO
Cisco Systems, Inc.

Technology
29.7K
+ 46.11%
$58.74 - $64.87 $1.74M - $1.93M
94.1K $5.81B
CVX
Chevron Corp

Energy
3.16K
+ 2.99%
$146.71 - $167.97 $463K - $531K
109K $18.2B
XLE
Energy Sector Spdr

ETFs
8.6K
+ 2.82%
$85.7 - $93.96 $737K - $808K
314K $29.3B
PG
Procter & Gamble CO

Consumer Defensive
8.47K
+ 15.33%
$158.56 - $176.26 $1.34M - $1.49M
63.7K $10.9B
ABBV
Abb Vie Inc.

Healthcare
3.12K
+ 6.31%
$169.2 - $216.66 $527K - $675K
52.5K $11B
IVE
Ishares S&P 500 Value ETF

ETFs
8.79K
+ 48.72%
$185.78 - $198.58 $1.63M - $1.74M
26.8K $5.11B
JNJ
Johnson & Johnson

Healthcare
7.17K
+ 21.49%
$142.06 - $167.7 $1.02M - $1.2M
40.6K $6.73B
JCPB
J P Morgan Exchange Traded Fd

ETFs
29.4K
+ 18.04%
$45.56 - $47.23 $1.34M - $1.39M
192K $9.05B
IAU
Ishares Gold Trust

ETFs
14.4K
+ 9.15%
$49.74 - $58.96 $715K - $848K
172K $10.1B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
26.4K
+ 23.83%
$49.67 - $51.43 $1.31M - $1.36M
137K $7.01B
V
Visa Inc.

Financial Services
3.86K
+ 46.21%
$306.92 - $362.71 $1.19M - $1.4M
12.2K $4.28B
CGDV
Capital Group Divid Value ETF

ETFs
57K
+ 11.74%
$34.95 - $37.36 $1.99M - $2.13M
542K $19.3B
XOM
Exxon Mobil Corp

Energy
3.54K
+ 3.18%
$105.44 - $118.93 $374K - $421K
115K $13.7B
SPSB
Spdr Portfolio Short Term Corp

ETFs
38.3K
+ 7.3%
$29.82 - $30.1 $1.14M - $1.15M
563K $17B
INTC
Intel Corp

Technology
46.3K
+ 247.57%
$19.1 - $27.39 $885K - $1.27M
65K $1.48B
IEF
Ishares Barclays

ETFs
9.16K
+ 13.15%
$91.17 - $95.39 $835K - $874K
78.8K $7.52B
SAP
Sap Se

Technology
3.85K
+ 470.75%
$241.4 - $293.69 $928K - $1.13M
4.66K $1.25B
AMAT
Applied Materials Inc

Technology
9.02K
+ 112.58%
$145.06 - $195.51 $1.31M - $1.76M
17K $2.47B
BEN
Franklin Resources Inc

Financial Services
60.9K
+ 35.24%
$18.92 - $22.24 $1.15M - $1.36M
234K $4.5B
Activity Summary
Buys All Purchases 432 New Holdings 96 Increased Positions 336 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email