Modern Wealth Management, LLC New Holdings in Q2 2025

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
1.46K
New
$104.34 - $138.68 $152K - $202K
1.46K $202K
CHK
Chesapeake Energy Corp

Energy
1.91K
New
N/A
1.91K $163K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
20.9K
New
$6.8 - $8.15 $142K - $170K
20.9K $161K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
14K
New
$10.59 - $11.48 $148K - $160K
14K $160K
PCG
Pg&E Corp

Utilities
11.5K
New
$13.55 - $17.87 $156K - $206K
11.5K $160K
NANX
Nanophase Technologies Corp

Basic Materials
27.3K
New
$1.68 - $3.96 $45.8K - $108K
27.3K $102K
CIG
Energy CO Of Minas Gerais

Utilities
46.8K
New
$1.62 - $1.96 $75.9K - $91.8K
46.8K $91K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
17.7K
New
$3.95 - $5.16 $69.9K - $91.4K
17.7K $82K
SWIM
Latham Group, Inc.

Industrials
12.8K
New
$4.72 - $6.76 $60.6K - $86.8K
12.8K $81K
NOK
Nokia Corp

Technology
14.3K
New
$4.65 - $5.43 $66.6K - $77.8K
14.3K $74K
XAIR
Beyond Air, Inc.

Healthcare
26.2K
New
$0.16 - $0.25 $4.19K - $6.55K
26.2K $4K
Aim ETF Products Trust
91.2K
New
N/A
91.2K $0
Boeing CO
10.2K
New
N/A
10.2K $0
Invesco Exch Trd Slf Idx Fd
299K
New
N/A
299K $0
Blackrock ETF Trust Ii
6.5K
New
N/A
6.5K $0
Blackrock ETF Trust
76.5K
New
N/A
76.5K $0
Amplify ETF Tr
51.7K
New
N/A
51.7K $0
Blackrock ETF Trust
34.2K
New
N/A
34.2K $0
Arista Networks Inc
3.33K
New
N/A
3.33K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
295K
New
N/A
295K $0
Aim ETF Products Trust
284K
New
N/A
284K $0
Morgan Stanley ETF Trust
5.02K
New
N/A
5.02K $0
Morgan Stanley ETF Trust
30.3K
New
N/A
30.3K $0
Manager Directed Portfolios
35.4K
New
N/A
35.4K $0
Lam Research Corp
3.92K
New
N/A
3.92K $0
SPYC
Simplify Exchange Traded Fds U
5.56K
New
N/A
5.56K $0
J P Morgan Exchange Traded F
273K
New
N/A
273K $0
Thrivent ETF Trust
9.96K
New
N/A
9.96K $0
Hartford Fds Exchange Traded
149K
New
N/A
149K $0
Veralto Corp
2.39K
New
N/A
2.39K $0
Victory Portfolios Ii
1.01M
New
N/A
1.01M $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
70.2K
New
N/A
70.2K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
34.2K
New
N/A
34.2K $0
Morgan Stanley ETF Trust
21.5K
New
N/A
21.5K $0
Activity Summary
Buys All Purchases 478 New Holdings 135 Increased Positions 343 Sells All Sells 265 Reductions 265 Sold out 0 Options Calls 0 Puts 1
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