Modern Wealth Management, LLC Incresed Positions in Q3 2025

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
149
+ 5.66%
$213.88 - $237.1 $31.9K - $35.3K
2.78K $615M
KLAC
Kla Corp

Technology
111
+ 24.29%
$843.9 - $1078.6 $93.7K - $120K
568 $613M
Linde PLC
20
+ 1.59%
N/A
1.28K $607M
EVRG
Evergy, Inc.

Utilities
148
+ 1.9%
$67.73 - $76.02 $10K - $11.3K
7.93K $603M
XLY
Select Sector Spdr Consumer Di

ETFs
1.14K
+ 85.56%
$216.09 - $242.18 $247K - $277K
2.48K $595M
APP
App Lovin Corp

Technology
9
+ 1.12%
$335.1 - $718.54 $3.02K - $6.47K
814 $585M
GLDM
World Gold Trust

ETFs
894
+ 13.79%
$64.73 - $76.45 $57.9K - $68.3K
7.38K $564M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.6K
+ 12.29%
$36.04 - $38.78 $57.6K - $62K
14.6K $563M
Lam Research Corp
312
+ 8.02%
N/A
4.2K $563M
Brookfield Corp
22
+ 0.27%
N/A
8.08K $554M
SLV
I Shares Silver Trust

ETFs
4.23K
+ 48.28%
$32.73 - $42.5 $138K - $180K
13K $550M
SPGI
S&P Global Inc.

Financial Services
30
+ 2.79%
$484.94 - $564.15 $14.5K - $16.9K
1.11K $538M
Brookfield Renewable Corp
155
+ 1.04%
N/A
15K $517M
AEP
American Electric Power CO Inc

Utilities
118
+ 2.64%
$103.26 - $115.0 $12.2K - $13.6K
4.59K $517M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
111
+ 1.03%
$42.67 - $46.91 $4.74K - $5.21K
10.9K $511M
MPC
Marathon Petroleum Corp

Energy
323
+ 14.28%
$158.59 - $198.69 $51.2K - $64.2K
2.59K $498M
WMB
Williams Companies, Inc.

Energy
558
+ 7.77%
$56.52 - $64.01 $31.5K - $35.7K
7.74K $490M
NEM
Newmont Corp

Basic Materials
1.58K
+ 37.37%
$57.35 - $85.25 $90.4K - $134K
5.79K $488M
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.23%
$250.62 - $279.43 $1K - $1.12K
1.74K $485M
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.31%
$486.13 - $544.55 $1.46K - $1.63K
980 $481M
TGT
Target Corp

Consumer Defensive
188
+ 3.64%
$86.56 - $107.43 $16.3K - $20.2K
5.35K $480M
CTVA
Corteva, Inc.

Basic Materials
64
+ 0.91%
$67.08 - $77.12 $4.29K - $4.94K
7.09K $480M
ED
Consolidated Edison Inc

Utilities
1.47K
+ 45.1%
$95.57 - $105.36 $141K - $155K
4.74K $477M
PKW
Invesco Exchange Traded Fd Tr

ETFs
79
+ 2.27%
$123.59 - $132.83 $9.76K - $10.5K
3.57K $472M
CMCSA
Comcast Corp

Communication Services
439
+ 3.04%
$31.41 - $36.33 $13.8K - $15.9K
14.9K $467M
DFAT
Dimensional ETF Tr U S Target

ETFs
27
+ 0.34%
$53.36 - $59.69 $1.44K - $1.61K
7.97K $464M
PHM
Pultegroup Inc

Consumer Cyclical
873
+ 33.16%
$108.0 - $141.42 $94.3K - $123K
3.51K $463M
CW
Curtiss Wright Corp

Industrials
5
+ 0.59%
$472.43 - $542.94 $2.36K - $2.71K
850 $462M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
105
+ 9.9%
$366.54 - $479.53 $38.5K - $50.4K
1.17K $456M
OGS
One Gas, Inc.

Utilities
178
+ 3.29%
$72.16 - $80.94 $12.8K - $14.4K
5.59K $452M
SHEL
Shell PLC

Energy
197
+ 3.24%
$69.82 - $73.93 $13.8K - $14.6K
6.27K $448M
NVO
Novo Nordisk A S

Healthcare
1.3K
+ 19.16%
$45.38 - $71.7 $58.9K - $93.1K
8.07K $448M
CGMS
Capital Grp Core Plus Income E
2.58K
+ 19.49%
N/A
15.8K $439M
MDLZ
Mondelez International, Inc.

Consumer Defensive
227
+ 3.35%
$60.9 - $70.75 $13.8K - $16.1K
7K $437M
APD
Air Products & Chemicals, Inc.

Basic Materials
38
+ 2.43%
$265.78 - $299.3 $10.1K - $11.4K
1.6K $436M
Fidelity Covington Trust
59
+ 0.49%
N/A
12.2K $431M
ITW
Illinois Tool Works Inc

Industrials
46
+ 2.88%
$252.31 - $269.41 $11.6K - $12.4K
1.64K $428M
AWK
American Water Works Company, Inc.

Utilities
371
+ 14.31%
$135.05 - $147.0 $50.1K - $54.5K
2.96K $412M
EA
Electronic Arts Inc.

Communication Services
482
+ 31.44%
$147.79 - $202.05 $71.2K - $97.4K
2.02K $407M
MS
Morgan Stanley

Financial Services
19
+ 0.76%
$139.09 - $161.16 $2.64K - $3.06K
2.52K $401M
Capital Group Core Balanced
1.96K
+ 20.68%
N/A
11.4K $397M
BNDX
Vanguard Total International B

ETFs
171
+ 2.21%
$49.0 - $49.51 $8.38K - $8.47K
7.91K $391M
IYF
Ishares Tr

ETFs
1
+ 0.03%
$119.89 - $127.16 $120 - $127
3.01K $381M
PRU
Prudential Financial Inc

Financial Services
84
+ 2.35%
$100.68 - $109.89 $8.46K - $9.23K
3.67K $380M
JPIN
Jp Morgan Diversified Return I

ETFs
1
+ 0.02%
$63.14 - $67.96 $63.1 - $68
5.61K $373M
BMI
Badger Meter Inc

Technology
250
+ 13.68%
$172.32 - $245.81 $43.1K - $61.5K
2.08K $371M
OTTR
Otter Tail Corp

Utilities
1
+ 0.02%
$75.29 - $85.97 $75.3 - $86
4.48K $368M
MTD
Mettler Toledo International Inc

Healthcare
6
+ 2.06%
$1166.48 - $1324.06 $7K - $7.94K
297 $365M
DD
Du Pont De Nemours, Inc.

Basic Materials
75
+ 1.63%
$69.9 - $78.26 $5.24K - $5.87K
4.67K $363M
Activity Summary
Buys All Purchases 444 New Holdings 75 Increased Positions 369 Sells All Sells 311 Reductions 311 Sold out 0 Options Calls 0 Puts 0
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