Modern Wealth Management, LLC Purchases in Q4 2024

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NAD
Nuveen Quality Municipal Income Fund

Financial Services
233K
+ 1323.95%
$11.39 - $12.41 $2.65M - $2.89M
250K $2.99B
VONE
Vanguard Russell 1000 ETF

ETFs
3.52K
+ 3.74%
$257.18 - $277.76 $904K - $977K
97.6K $27B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
102K
New
$23.88 - $24.32 $2.44M - $2.49M
102K $2.46B
DOW
Dow Inc.

Basic Materials
65.2K
+ 1644.32%
$39.1 - $55.34 $2.55M - $3.61M
69.2K $2.67B
MEAR
Blackrock Short Maturity Munic

ETFs
47.6K
+ 129.7%
$49.94 - $50.28 $2.38M - $2.39M
84.3K $4.23B
WMT
Walmart Inc.

Consumer Defensive
14.6K
+ 36.82%
$79.1 - $95.7 $1.15M - $1.4M
54.2K $5.58B
IAU
Ishares Gold Trust

ETFs
30.3K
+ 23.86%
$48.37 - $52.65 $1.46M - $1.59M
157K $8.62B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
46.9K
+ 73.39%
$50.14 - $52.56 $2.35M - $2.46M
111K $5.6B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
8.92K
New
$238.25 - $261.28 $2.13M - $2.33M
8.92K $2.23B
ICVT
Ishares Tr Convertible Bond Et

ETFs
24.4K
New
$83.09 - $89.28 $2.03M - $2.18M
24.4K $2.15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.69K
+ 9.1%
$442.29 - $483.08 $1.63M - $1.78M
44.3K $20.8B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
28.6K
New
$64.85 - $73.04 $1.85M - $2.09M
28.6K $1.98B
IVE
Ishares S&P 500 Value ETF

ETFs
10K
+ 125.33%
$189.5 - $206.17 $1.9M - $2.07M
18K $3.52B
EWMC
Invesco Exchange Traded Fd Tr

ETFs
17.3K
+ 205.12%
N/A
25.7K $2.91B
FMAT
Fidelity Covington Tr Msci Mat

ETFs
36.5K
New
$47.92 - $55.17 $1.75M - $2.01M
36.5K $1.85B
MPWR
Monolithic Power Systems Inc

Technology
2.6K
New
$560.06 - $942.58 $1.46M - $2.45M
2.6K $1.83B
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
7.55K
New
$213.99 - $238.91 $1.62M - $1.8M
7.55K $1.82B
MU
Micron Technology Inc

Technology
18.9K
New
$84.16 - $113.41 $1.59M - $2.14M
18.9K $1.81B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
72K
+ 271.47%
$25.0 - $25.11 $1.8M - $1.81M
98.6K $2.47B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
75K
+ 275.19%
N/A
102K $2.46B
AVUV
American Centy ETF Tr Avantis

ETFs
15.1K
+ 7.65%
$94.37 - $106.41 $1.43M - $1.61M
213K $20.8B
ASML
Asml Holding Nv

Technology
2.38K
New
$658.43 - $872.27 $1.56M - $2.07M
2.38K $1.77B
IQLT
Ishares Msci Intl Quality Fact

ETFs
44.9K
New
$37.12 - $41.23 $1.67M - $1.85M
44.9K $1.77B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
25.8K
+ 174.02%
$57.38 - $61.11 $1.48M - $1.58M
40.6K $2.59B
PG
Procter & Gamble CO

Consumer Defensive
11.5K
+ 26.4%
$161.05 - $179.7 $1.86M - $2.07M
55.3K $9.26B
META
Meta Platforms, Inc.

Communication Services
1.23K
+ 22.69%
$554.08 - $632.68 $680K - $776K
6.63K $4.76B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.9K
+ 256.38%
$370.24 - $418.94 $1.44M - $1.63M
5.42K $2.23B
SPSB
Spdr Portfolio Short Term Corp

ETFs
61.1K
+ 13.18%
$29.77 - $30.19 $1.82M - $1.85M
525K $15.7B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
13.7K
New
$111.85 - $120.71 $1.53M - $1.65M
13.7K $1.63B
EMB
Ishares Tr

ETFs
17.8K
+ 734.02%
$88.94 - $93.46 $1.59M - $1.67M
20.3K $1.84B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.05K
New
$201.32 - $217.44 $1.42M - $1.53M
7.05K $1.6B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
28.5K
+ 329.08%
$55.45 - $61.08 $1.58M - $1.74M
37.2K $2.12B
IEF
Ishares Barclays

ETFs
19.7K
+ 39.5%
$92.08 - $98.18 $1.82M - $1.94M
69.7K $6.49B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
16.8K
+ 10.88%
$55.86 - $60.21 $941K - $1.01M
172K $10.3B
FDN
First Tr Fd Dow Jones

ETFs
5.92K
New
$210.5 - $257.24 $1.25M - $1.52M
5.92K $1.57B
IEMG
Ishares Inc

ETFs
30.8K
+ 87.02%
N/A
66.1K $3.58B
V
Visa Inc.

Financial Services
3.26K
+ 64.08%
$273.87 - $320.91 $894K - $1.05M
8.36K $2.94B
CGGO
Capital Group Global Growth Eq

ETFs
49.6K
New
$29.21 - $30.67 $1.45M - $1.52M
49.6K $1.52B
ORCL
Oracle Corp

Technology
8.02K
+ 130.4%
$165.41 - $192.43 $1.33M - $1.54M
14.2K $2.53B
LECO
Lincoln Electric Holdings Inc

Industrials
7.67K
New
$187.47 - $219.94 $1.44M - $1.69M
7.67K $1.48B
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
15.7K
New
$86.15 - $94.34 $1.35M - $1.48M
15.7K $1.46B
PECO
Phillips Edison & Company, Inc.

Real Estate
41.2K
+ 54.09%
$35.96 - $39.8 $1.48M - $1.64M
117K $4.32B
FSK
Fs Kkr Capital Corp

Financial Services
1.2K
+ 0.29%
$19.71 - $22.22 $23.7K - $26.7K
421K $9.73B
BAC
Bank Of America Corp

Financial Services
25K
+ 65.56%
$39.22 - $47.77 $980K - $1.19M
63.1K $2.94B
HPQ
Hp Inc

Technology
43.3K
New
$32.46 - $39.3 $1.41M - $1.7M
43.3K $1.42B
IBM
International Business Machines Corp

Technology
4.57K
+ 46.08%
$204.9 - $238.04 $937K - $1.09M
14.5K $3.61B
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$664750.0 - $724132.5 $1.33M - $1.45M
2 $1.41B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
121K
+ 736.8%
$11.1 - $12.03 $1.34M - $1.45M
137K $1.59B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
16.8K
+ 39.74%
$80.18 - $88.79 $1.34M - $1.49M
59K $4.81B
Activity Summary
Buys All Purchases 499 New Holdings 199 Increased Positions 300 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 1
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