Modern Wealth Management, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.65 Trillion distributed in 446 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 0 5 Year Tips with a value of $107B, Invesco Qqq Trust, Series 1 with a value of $105B, Spdr S&P 500 ETF Trust with a value of $82.6B, Ishares S&P 500 Growth ETF with a value of $77.5B, and Ishares Tr Msci Eafe ETF with a value of $71.2B.
Examining the 13F form we can see an increase of $277B in the current position value, from $1.37T to 1.65T.
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
$1.65 Trillion
Technology: $77.9 Billion
Financial Services: $66.5 Billion
Healthcare: $39 Billion
Consumer Defensive: $27.7 Billion
Consumer Cyclical: $25.4 Billion
Industrials: $24.5 Billion
ETFs: $18.4 Billion
Energy: $17.5 Billion
Other: $45 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
