Modern Wealth Management, LLC Incresed Positions in Q2 2024

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ES
Eversource Energy

Utilities
24
+ 0.25%
$56.71 - $61.92 $1.36K - $1.49K
9.53K $540M
CVX
Chevron Corp

Energy
936
+ 4.34%
$152.57 - $166.33 $143K - $156K
22.5K $3.52B
PFG
Principal Financial Group Inc

Financial Services
33
+ 0.3%
$76.66 - $86.01 $2.53K - $2.84K
11K $863M
DIS
Walt Disney CO

Communication Services
236
+ 1.64%
$99.29 - $122.82 $23.4K - $29K
14.6K $1.45B
ETN
Eaton Corp PLC

Industrials
44
+ 0.78%
$303.02 - $340.89 $13.3K - $15K
5.72K $1.79B
CAT
Caterpillar Inc

Industrials
197
+ 2.62%
$321.47 - $379.3 $63.3K - $74.7K
7.72K $2.57B
TMO
Thermo Fisher Scientific Inc.

Healthcare
167
+ 3.4%
$541.52 - $599.02 $90.4K - $100K
5.07K $2.81B
V
Visa Inc.

Financial Services
38
+ 0.6%
$262.47 - $281.5 $9.97K - $10.7K
6.33K $1.66B
TGT
Target Corp

Consumer Defensive
276
+ 2.07%
$141.16 - $177.82 $39K - $49.1K
13.6K $2.01B
AVUV
American Centy ETF Tr Avantis

ETFs
510
+ 0.26%
$86.93 - $93.77 $44.3K - $47.8K
194K $17.4B
Activity Summary
Buys All Purchases 305 New Holdings 95 Increased Positions 210 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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