Modern Wealth Management, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.37 Trillion distributed in 411 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $110B, Ishares Barclays 0 5 Year Tips with a value of $103B, Ishares S&P 500 Growth ETF with a value of $83.6B, Spdr S&P 500 ETF Trust with a value of $82.8B, and Ishares S&P Midcap 400 Growth with a value of $67.8B.
Examining the 13F form we can see an increase of $256B in the current position value, from $1.11T to 1.37T.
Modern Wealth Management, LLC is based out at Lenexa, KS
Below you can find more details about Modern Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.37 Trillion
Technology: $70.5 Billion
Financial Services: $51.5 Billion
Healthcare: $34 Billion
Consumer Defensive: $24.3 Billion
Industrials: $22.4 Billion
Consumer Cyclical: $22 Billion
Communication Services: $16.5 Billion
ETFs: $16.1 Billion
Other: $35.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
