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Verizon Communications shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Verizon Communications (VZ) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Verizon Communications

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All positions including Verizon Communications held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Verizon Communications by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 40k 44.91
2024-03-31 $613k 15k 40.40

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Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Verizon Communications

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
Northern Trust
Bank of America Corporation
Dimensional Fund Advisors
Jpmorgan Chase & Co
Bank of New York Mellon
Royal Bank of Canada
GQG Partners
Invesco

View all funds holding Verizon Communications