Modern Wealth Management, LLC New Holdings in Q3 2024

Modern Wealth Management, LLC

Stock	Shares change	Price Range	Shares Held
AFL Aflac Inc Financial Services	2.03K New	$88.52 - $111.8 $180K - $227K	2.03K $227M
ICE Intercontinental Exchange, Inc. Financial Services	1.4K New	$136.93 - $162.81 $191K - $228K	1.4K $225M
NEM Newmont Corp Basic Materials	4.15K New	$41.65 - $55.85 $173K - $232K	4.15K $222M
DLN Wisdomtree Tr U.S Largecap Div ETFs	2.79K New	$71.86 - $78.56 $201K - $219K	2.79K $219M
MCK Mckesson Corp Healthcare	441 New	$479.06 - $630.38 $211K - $278K	441 $218M
DD Du Pont De Nemours, Inc. Basic Materials	2.44K New	$77.22 - $89.49 $188K - $218K	2.44K $217M
AMD Advanced Micro Devices Inc Technology	1.29K New	$128.67 - $183.96 $165K - $236K	1.29K $211M
SPYC Simplify Exchange Traded Fds U	5.5K New	N/A	5.5K $208M
JBBB Janus Detroit Str Tr Henderson ETFs	4.23K New	$48.27 - $49.33 $204K - $209K	4.23K $207M
NVS Novartis Ag Healthcare	1.79K New	$106.13 - $120.89 $190K - $217K	1.79K $206M
IUSG Ishares Core S&P U.S Growth Et ETFs	1.53K New	$116.79 - $133.54 $179K - $204K	1.53K $202M
IWV Ishares Russell 3000 ETF ETFs	614 New	$294.75 - $326.73 $181K - $201K	614 $200M
SHW Sherwin Williams CO Basic Materials	525 New	$294.65 - $384.0 $155K - $202K	525 $200M
Grayscale Bitcoin Mini Tr Bt	12.2K New	N/A	12.2K $68.8M
GORO Gold Resource Corp Basic Materials	140K New	$0.33 - $0.5 $46.2K - $70K	140K $48.9M
Advent Conv & Income Fd	55K New	N/A	55K $1.09M

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