Modern Wealth Management as of Dec. 31, 2023
Portfolio Holdings for Modern Wealth Management
Modern Wealth Management holds 7 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anthem (ELV) | 21.9 | $367k | 779.00 | 471.50 | |
| Marathon Petroleum Corp (MPC) | 19.0 | $318k | 2.1k | 148.36 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 17.9 | $299k | 618.00 | 483.99 | |
| JPMorgan Chase & Co. (JPM) | 13.8 | $232k | 1.4k | 170.10 | |
| Pfizer (PFE) | 13.2 | $220k | 7.7k | 28.79 | |
| Broadcom (AVGO) | 12.5 | $209k | 187.00 | 1116.29 | |
| Uranium Royalty Corp (UROY) | 1.8 | $30k | 11k | 2.70 |
