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Modern Wealth Management

Latest statistics and disclosures from Modern Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IVW, JAAA, DIA, SPTM, and represent 16.10% of Modern Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTI (+$56M), BIL (+$53M), JAAA (+$34M), SPY (+$26M), VV (+$24M), INTF (+$22M), IVW (+$21M), QUAL (+$21M), VEA (+$21M), DIA (+$20M).
Started 139 new stock positions in JKHY, CDNS, ED, IWV, CTSH, HWM, AMD, MMC, VIGI, BALT.
Reduced shares in these 10 stocks: IYR (-$64M), IVE (-$64M), VTIP (-$11M), SCHD (-$11M), VCIT (-$8.1M), FNDF (-$5.5M), Etf Opportunities Trust, XLK, IAGG, TLT.
Sold out of its positions in CCL, Etf Opportunities Trust, FTSM, DAUG, IQV, LQD, IBB, IUSG, IMCG, IFRA. KEY, Know Labs, PPG, HOOD, SDY, SPYC, VTIP.
Modern Wealth Management was a net buyer of stock by $636M.
Modern Wealth Management has $3.0B in assets under management (AUM), dropping by 26.72%.
Central Index Key (CIK): 0002001900

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Portfolio Holdings for Modern Wealth Management

Modern Wealth Management holds 669 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Modern Wealth Management has 669 total positions. Only the first 250 positions are shown.

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Download the Modern Wealth Management March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.9	$120M	+27%	214k	559.39	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.4	$103M	+26%	1.1M	92.84	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.1	$95M	+54%	1.9M	50.71	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	2.9	$87M	+29%	208k	419.88	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	2.8	$86M		1.7M	51.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$79M	+252%	286k	274.87	View chart
Apple (AAPL)	2.5	$77M	+11%	346k	222.13	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.2	$66M	+4%	1.3M	51.07	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.1	$64M	-2%	623k	103.29	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.1	$64M	+491%	697k	91.73	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.9	$59M	+41%	1.3M	45.65	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.7	$52M	+67%	302k	170.89	View chart
Microsoft Corporation (MSFT)	1.5	$44M	+17%	118k	375.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$41M	+7%	87k	473.43	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.3	$41M		1.3M	32.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$40M		78k	513.81	View chart
JPMorgan Chase & Co. (JPM)	1.2	$38M		155k	245.32	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.2	$38M	+80%	899k	42.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$33M	+28%	59k	561.91	View chart
Ishares Tr Core Total Usd (IUSB)	1.1	$32M	+12%	704k	46.08	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$31M	+5%	392k	79.00	View chart
Ishares Tr Global 100 Etf (IOO)	1.0	$30M		316k	96.29	View chart
Select Sector Spdr Tr Energy (XLE)	1.0	$29M	+4%	314k	93.45	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.9	$26M	-4%	515k	50.33	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.8	$25M	-2%	608k	41.85	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.8	$24M		96k	253.86	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.8	$24M	+1469%	773k	30.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.8	$24M	NEW	92k	257.03	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$22M	+170%	42k	532.58	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.7	$22M	+11%	274k	80.36	View chart
Honeywell International (HON)	0.7	$22M	+18%	103k	211.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$21M	+2464%	419k	50.83	View chart
Global X Fds Internet Of Thng (SNSR)	0.7	$21M	+2%	628k	32.94	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$20M		255k	79.86	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.6	$19M	NEW	510k	38.08	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$19M	+406%	542k	35.64	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.6	$19M	-2%	514k	37.49	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.6	$19M		628k	30.14	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$19M		213k	87.55	View chart
Chevron Corporation (CVX)	0.6	$18M	+7%	109k	167.29	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.6	$17M	+473%	454k	37.50	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.6	$17M	+764%	563k	30.10	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.5	$17M	+159%	368k	45.20	View chart
NVIDIA Corporation (NVDA)	0.5	$17M	+38%	152k	108.38	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.5	$17M		811k	20.29	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$16M	+3875%	272k	59.41	View chart
Amazon (AMZN)	0.5	$16M	+19%	84k	190.27	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.5	$15M	NEW	382k	39.69	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.5	$15M		390k	38.00	View chart
Nextera Energy (NEE)	0.5	$15M	+3%	208k	70.92	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.5	$15M		243k	59.68	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.5	$15M	+4%	567k	25.55	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$14M	+284%	117k	122.01	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$14M	+11%	152k	93.78	View chart
Ishares Tr U S Equity Factr (LRGF)	0.5	$14M	NEW	241k	57.88	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.5	$14M		220k	63.00	View chart
Exxon Mobil Corporation (XOM)	0.4	$14M	+12%	115k	118.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$13M	+11%	84k	156.23	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$13M	+46%	183k	68.89	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$13M	+24%	543k	22.99	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$12M	+2299%	123k	98.92	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$12M	-10%	320k	36.29	View chart
Ishares Tr International Sl (ISCF)	0.4	$11M	+1022%	340k	33.68	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$11M	+2%	173k	65.21	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$11M	+11%	80k	140.44	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.4	$11M	+18%	195k	56.47	View chart
Abbvie (ABBV)	0.4	$11M	+8%	53k	209.53	View chart
Procter & Gamble Company (PG)	0.4	$11M	+14%	64k	170.41	View chart
Kinder Morgan (KMI)	0.4	$11M		378k	28.53	View chart
Global X Fds Us Pfd Etf (PFFD)	0.3	$11M	+904%	558k	19.04	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.3	$11M	+13%	363k	29.24	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.3	$10M	+1081%	328k	31.41	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$10M	+46%	110k	92.79	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$10M	+12%	172k	58.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$10M	+24%	65k	154.64	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$9.3M	+76%	48k	193.99	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$9.2M		100k	92.29	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$9.1M	NEW	193k	47.04	View chart
Royce Micro Capital Trust (RMT)	0.3	$8.7M	+6%	1.0M	8.43	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$8.6M	+39%	83k	103.75	View chart
Fs Kkr Capital Corp (FSK)	0.3	$8.4M		401k	20.95	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.3	$8.3M	-6%	130k	64.08	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$8.2M	+17%	79k	103.60	View chart
Hartford Fds Exchange Traded Strategic Income (HFSI)	0.3	$8.1M	NEW	235k	34.55	View chart
Eli Lilly & Co. (LLY)	0.3	$8.0M		9.7k	826.50	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$8.0M	+3%	159k	50.52	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$7.8M	+24%	85k	91.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$7.8M	+797%	103k	75.65	View chart
Royce Value Trust (RVT)	0.3	$7.7M		541k	14.24	View chart
Costco Wholesale Corporation (COST)	0.2	$7.4M	+6%	7.9k	946.04	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$7.1M	-26%	142k	49.99	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$7.0M	+32%	137k	51.07	View chart
Pacer Fds Tr Us Chs Cws Gwt (BUL)	0.2	$7.0M		159k	43.91	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$6.8M	+7%	87k	78.85	View chart
Johnson & Johnson (JNJ)	0.2	$6.7M	+32%	41k	165.86	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$6.7M	NEW	115k	58.34	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$6.7M		96k	69.64	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$6.4M	+109%	119k	53.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$6.4M	+18%	32k	199.49	View chart
Boeing Company (BA)	0.2	$6.4M	+21%	37k	170.55	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$6.3M	+11%	121k	52.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$6.3M	+40%	140k	45.26	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$6.0M		31k	193.00	View chart
Abbott Laboratories (ABT)	0.2	$5.9M	+10%	45k	132.62	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$5.9M	+3%	116k	50.63	View chart
Cisco Systems (CSCO)	0.2	$5.8M	+61%	94k	61.71	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$5.8M	NEW	96k	60.66	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$5.8M	+4%	101k	57.14	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$5.6M	+2%	60k	93.55	View chart
Welltower Inc Com reit (WELL)	0.2	$5.6M	-13%	37k	153.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$5.6M	-2%	32k	173.23	View chart
Raytheon Technologies Corp (RTX)	0.2	$5.5M		42k	132.54	View chart
Wal-Mart Stores (WMT)	0.2	$5.5M	+24%	62k	87.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$5.4M	NEW	253k	21.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$5.4M	-66%	193k	27.96	View chart
Home Depot (HD)	0.2	$5.3M	+2%	15k	366.47	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$5.1M	+39%	105k	48.76	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.2	$5.1M	+906%	63k	82.17	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$5.1M	-92%	27k	190.58	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$5.1M	NEW	109k	46.78	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$5.1M		30k	170.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$4.9M	NEW	248k	19.78	View chart
Meta Platforms Cl A (META)	0.2	$4.9M	+30%	8.5k	576.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$4.8M	+16%	19k	258.61	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$4.8M	+1289%	54k	88.00	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$4.8M		113k	42.07	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$4.7M	+2%	59k	80.65	View chart
Simon Property (SPG)	0.2	$4.7M		28k	166.45	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$4.7M	-30%	51k	91.03	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.2	$4.6M	-4%	150k	30.99	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.2	$4.6M	+13%	92k	50.24	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$4.6M		62k	73.79	View chart
Franklin Resources (BEN)	0.1	$4.5M	+50%	234k	19.25	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.1	$4.4M		199k	22.35	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$4.4M		27k	161.27	View chart
International Business Machines (IBM)	0.1	$4.3M	+21%	18k	248.77	View chart
Visa Com Cl A (V)	0.1	$4.3M	+45%	12k	350.43	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$4.3M		117k	36.49	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$4.2M	NEW	51k	82.94	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$4.2M	+7%	71k	58.94	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$4.0M	+2%	57k	69.52	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$4.0M		140k	28.46	View chart
Tesla Motors (TSLA)	0.1	$3.9M	+58%	15k	259.16	View chart
Prologis (PLD)	0.1	$3.9M	-7%	35k	111.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.8M	+202%	17k	221.76	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$3.7M	+846%	146k	25.38	View chart
UnitedHealth (UNH)	0.1	$3.6M	+2%	7.0k	523.46	View chart
Adobe Systems Incorporated (ADBE)	0.1	$3.6M	+61%	9.5k	384.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$3.6M	+16%	34k	104.58	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$3.6M	+197%	98k	36.41	View chart
Broadcom (AVGO)	0.1	$3.5M	-3%	21k	167.42	View chart
Motorola Solutions Com New (MSI)	0.1	$3.4M	+6%	7.9k	437.99	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$3.4M	-94%	36k	95.76	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$3.4M	+1151%	52k	66.27	View chart
Element Solutions (ESI)	0.1	$3.4M	NEW	151k	22.61	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$3.4M		50k	68.47	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$3.4M	NEW	54k	62.16	View chart
Broadridge Financial Solutions (BR)	0.1	$3.4M		14k	242.75	View chart
Caterpillar (CAT)	0.1	$3.4M	+13%	10k	329.52	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$3.3M	+2%	65k	50.95	View chart
Cme (CME)	0.1	$3.3M	+5%	12k	265.19	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$3.2M	+1136%	32k	99.88	View chart
McDonald's Corporation (MCD)	0.1	$3.2M		10k	312.25	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$3.2M	NEW	88k	36.20	View chart
Oracle Corporation (ORCL)	0.1	$3.2M	+56%	23k	139.78	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.0M	+6%	6.0k	497.63	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$3.0M	+11%	51k	58.54	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$3.0M	+4%	31k	96.45	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$3.0M	+41%	119k	25.15	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$3.0M	+41%	124k	24.18	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$3.0M	+41%	123k	24.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.9M	+26%	10k	288.14	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.9M	-17%	29k	100.00	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI)	0.1	$2.9M		24k	118.80	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$2.9M	-2%	95k	30.30	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$2.8M	+1081%	27k	104.70	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$2.8M	-2%	244k	11.52	View chart
Philip Morris International (PM)	0.1	$2.8M	+4%	18k	158.73	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.8M	+21%	15k	179.68	View chart
Markel Corporation (MKL)	0.1	$2.7M		1.5k	1869.61	View chart
Pepsi (PEP)	0.1	$2.7M	+52%	18k	150.02	View chart
Coca-Cola Company (KO)	0.1	$2.7M	+20%	38k	71.63	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$2.7M	-2%	86k	31.00	View chart
Bank of America Corporation (BAC)	0.1	$2.6M		62k	41.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.6M	+278%	32k	81.73	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.1	$2.6M	NEW	62k	41.45	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.5M	NEW	42k	59.75	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$2.5M	+2%	41k	60.19	View chart
Applied Materials (AMAT)	0.1	$2.5M	+125%	17k	145.08	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$2.4M	+43%	27k	90.59	View chart
At&t (T)	0.1	$2.3M	+20%	83k	28.28	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.1	$2.3M	NEW	85k	26.93	View chart
Verizon Communications (VZ)	0.1	$2.2M	+14%	49k	45.35	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$2.2M	NEW	58k	36.98	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$2.1M	NEW	33k	65.76	View chart
Paychex (PAYX)	0.1	$2.1M	+28%	14k	154.28	View chart
Zoetis Cl A (ZTS)	0.1	$2.1M	+6%	13k	164.76	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$2.1M	+4%	41k	50.42	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.1M	+9%	9.7k	211.48	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$2.0M		24k	83.61	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$2.0M	+43%	54k	36.52	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$2.0M	+332%	20k	97.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.0M		5.4k	361.09	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$1.9M		29k	68.32	View chart
Broadstone Net Lease (BNL)	0.1	$1.9M	+27%	113k	17.04	View chart
Cdw (CDW)	0.1	$1.9M	+8%	12k	160.40	View chart
Citigroup Com New (C)	0.1	$1.9M	+4%	27k	71.00	View chart
Toro Company (TTC)	0.1	$1.9M	+4%	26k	72.75	View chart
Ge Aerospace Com New (GE)	0.1	$1.9M	+29%	9.3k	200.28	View chart
Eaton Corp SHS (ETN)	0.1	$1.9M	+11%	6.8k	271.86	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.9M	+18%	2.8k	667.08	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.8M	+25%	34k	55.09	View chart
Merck & Co (MRK)	0.1	$1.8M	+80%	21k	89.77	View chart
Extra Space Storage (EXR)	0.1	$1.8M	+8%	12k	148.61	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.8M	+3%	13k	139.84	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.8M	+51%	11k	166.13	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$1.8M	+30%	77k	23.42	View chart
DTE Energy Company (DTE)	0.1	$1.8M		13k	138.27	View chart
Dow (DOW)	0.1	$1.8M	-30%	51k	34.91	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.1	$1.8M		37k	48.32	View chart
Deere & Company (DE)	0.1	$1.8M		3.7k	469.99	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.1	$1.7M		42k	41.74	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.7M	NEW	15k	119.73	View chart
Nike CL B (NKE)	0.1	$1.7M	+5%	27k	63.51	View chart
Vaneck Etf Trust Retail Etf (RTH)	0.1	$1.7M		7.5k	225.76	View chart
Qualcomm (QCOM)	0.1	$1.7M	+5%	11k	153.61	View chart
Walt Disney Company (DIS)	0.1	$1.7M	+7%	17k	98.69	View chart
Monolithic Power Systems (MPWR)	0.1	$1.7M	+19%	2.9k	580.38	View chart
Micron Technology (MU)	0.1	$1.6M	-3%	19k	86.90	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.1	$1.6M	+13%	22k	74.00	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.6M	NEW	6.0k	270.85	View chart
Lincoln Electric Holdings (LECO)	0.1	$1.6M	NEW	8.5k	189.14	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.6M	NEW	2.00	798441.50	View chart
Uber Technologies (UBER)	0.1	$1.6M	NEW	22k	72.86	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.6M	+31%	7.7k	203.12	View chart
Medtronic SHS (MDT)	0.1	$1.6M	+25%	18k	89.85	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.6M	+36%	32k	49.62	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.1	$1.6M	+4%	5.5k	282.57	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.5M	+141%	18k	84.40	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.0	$1.5M	NEW	45k	33.48	View chart
Invesco Db Multi-sector Comm Base Metals Fd (DBB)	0.0	$1.5M	+21%	78k	19.19	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$1.5M	+7%	9.8k	150.98	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$1.5M	-5%	132k	11.20	View chart
Nfj Dividend Interest (NFJ)	0.0	$1.5M		122k	12.13	View chart
O'reilly Automotive (ORLY)	0.0	$1.5M	+3%	1.0k	1432.58	View chart
Intel Corporation (INTC)	0.0	$1.5M	+60%	65k	22.71	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$1.5M	+215%	21k	71.19	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.5M	+149%	4.7k	311.99	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$1.4M	+69%	12k	121.92	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$1.4M	-4%	13k	110.08	View chart

Past Filings by Modern Wealth Management

SEC 13F filings are viewable for Modern Wealth Management going back to 2024

Modern Wealth Management 2024 Q4 restated filed May 30, 2025
Modern Wealth Management 2024 Q4 amended filed May 30, 2025
Modern Wealth Management 2024 Q3 restated filed May 30, 2025
Modern Wealth Management 2024 Q3 amended filed May 30, 2025
Modern Wealth Management 2024 Q4 restated filed May 30, 2025
Modern Wealth Management 2024 Q4 amended filed May 30, 2025
Modern Wealth Management 2024 Q1 restated filed May 29, 2025
Modern Wealth Management 2024 Q1 amended filed May 29, 2025
Modern Wealth Management 2024 Q2 restated filed May 29, 2025
Modern Wealth Management 2024 Q2 amended filed May 29, 2025
Modern Wealth Management 2024 Q3 restated filed May 29, 2025
Modern Wealth Management 2024 Q3 amended filed May 29, 2025
Modern Wealth Management 2023 Q4 restated filed May 28, 2025
Modern Wealth Management 2023 Q4 amended filed May 28, 2025
Modern Wealth Management 2025 Q1 filed May 15, 2025
Modern Wealth Management 2024 Q4 filed Feb. 11, 2025

View all past filings

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