Modern Wealth Management, LLC Portfolio Holdings
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 446
- Current Value $1.65 Trillion
- Prior Value $1.37 Trillion
- Filing
- Period Q3 2024
- Filing Date November 05, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 66 stocks
- Additional Purchases 251 stocks
- Sold out of 0 stocks
- Reduced holdings in 107 stocks