Modern Wealth Management, LLC Portfolio Holdings
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 411
- Current Value $1.37 Trillion
- Prior Value $1.11 Trillion
- Filing
- Period Q2 2024
- Filing Date August 07, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 95 stocks
- Additional Purchases 210 stocks
- Sold out of 0 stocks
- Reduced holdings in 85 stocks