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
OKE
Oneok Inc

Energy
1.95K
+ 19.38%
$92.28 - $117.05 $180K - $228K
12K $1.19B
MS
Morgan Stanley

Financial Services
1.91K
New
$104.42 - $134.99 $200K - $258K
1.91K $262M
MCK
Mckesson Corp

Healthcare
354
+ 80.27%
$482.27 - $628.5 $171K - $222K
795 $480M
TROW
Price T Rowe Group Inc

Financial Services
2.39K
New
$106.48 - $124.69 $254K - $298K
2.39K $262M
TJX
Tjx Companies Inc

Consumer Cyclical
1.64K
+ 21.66%
$112.15 - $127.2 $183K - $208K
9.19K $1.15B
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
12.8K
New
$19.82 - $21.55 $254K - $276K
12.8K $260M
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.11K
New
$92.95 - $129.87 $196K - $274K
2.11K $258M
Rb Global Inc
2.76K
New
N/A
2.76K $258M
KKR
Kkr & Co. Inc.

Financial Services
1.74K
New
$129.87 - $162.87 $226K - $283K
1.74K $257M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
3.94K
New
$47.66 - $57.86 $188K - $228K
3.94K $255M
AZN
Astrazeneca PLC

Healthcare
3.44K
New
$63.2 - $79.58 $218K - $274K
3.44K $250M
INTU
Intuit Inc

Technology
425
New
$602.01 - $706.25 $256K - $300K
425 $249M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.16K
New
$77.25 - $91.3 $244K - $289K
3.16K $247M
KLAC
Kla Corp

Technology
327
New
$614.46 - $829.55 $201K - $271K
327 $246M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.06K
New
$72.18 - $81.41 $221K - $249K
3.06K $245M
ZION
Zions Bancorporation, National Association

Financial Services
4.35K
New
$45.62 - $61.73 $198K - $268K
4.35K $244M
MAR
Marriott International Inc

Consumer Cyclical
798
New
$246.06 - $292.59 $196K - $233K
798 $243M
NTR
Nutrien Ltd.

Basic Materials
4.67K
New
$44.04 - $50.78 $206K - $237K
4.67K $243M
WCN
Waste Connections, Inc.

Industrials
1.28K
New
$171.06 - $193.25 $219K - $247K
1.28K $243M
JBL
Jabil Inc

Technology
1.46K
New
$118.97 - $147.77 $173K - $215K
1.46K $242M
BX
Blackstone Inc.

Financial Services
285
+ 2.28%
$148.45 - $199.05 $42.3K - $56.7K
12.8K $2.16B
KRG
Kite Realty Group Trust

Real Estate
10.2K
New
$24.49 - $27.85 $250K - $285K
10.2K $241M
KMPR
Kemper Corp

Financial Services
3.57K
New
$59.0 - $72.1 $211K - $257K
3.57K $241M
FISV
Fiserv Inc

Technology
1.04K
New
N/A
1.04K $240M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.14K
New
$107.41 - $115.71 $230K - $248K
2.14K $239M
SCHW
Schwab Charles Corp

Financial Services
1.95K
+ 39.09%
$63.31 - $82.85 $123K - $161K
6.92K $562M
J P Morgan Exchange Traded F
3.47K
New
N/A
3.47K $239M
CIEN
Ciena Corp

Technology
2.65K
New
$61.45 - $91.14 $163K - $241K
2.65K $239M
SUB
Ishares Short Term National Mu

ETFs
2.26K
+ 67.96%
$104.94 - $106.2 $237K - $240K
5.59K $592M
IBB
Ishares Biotechnology ETF

ETFs
1.74K
New
$131.21 - $148.85 $228K - $259K
1.74K $237M
GLW
Corning Inc

Technology
4.45K
New
$44.11 - $49.76 $196K - $221K
4.45K $236M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.93K
New
$59.74 - $60.03 $235K - $236K
3.93K $235M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
37.8K
New
$5.83 - $6.64 $220K - $251K
37.8K $231M
DAUG
First Tr ETF Viii Cboe Vest Us
5.72K
New
N/A
5.72K $231M
TDY
Teledyne Technologies Inc

Technology
448
New
$436.59 - $489.24 $196K - $219K
448 $229M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
8.52K
New
$26.01 - $28.19 $221K - $240K
8.52K $227M
IGV
Ishares Expanded Tech Software

ETFs
434
+ 4.11%
$87.5 - $110.17 $38K - $47.8K
11K $1.17B
EXC
Exelon Corp

Utilities
5.07K
+ 48.19%
$36.22 - $40.97 $184K - $208K
15.6K $652M
AVK
Advent Convertible & Income Fund

Financial Services
15.7K
+ 27.28%
$11.13 - $12.5 $175K - $197K
73.4K $901M
SGOL
Abrdn Gold ETF Trust

ETFs
8.05K
New
$24.46 - $26.62 $197K - $214K
8.05K $223M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.67K
New
$131.66 - $144.0 $220K - $240K
1.67K $223M
SNA
Snap On Inc

Industrials
644
New
$285.44 - $371.35 $184K - $239K
644 $219M
TFC
Truist Financial Corp

Financial Services
4.65K
New
$41.51 - $48.1 $193K - $223K
4.65K $219M
Bitwise Bitcoin ETF Tr
1.83K
+ 28.92%
N/A
8.17K $433M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.06K
+ 33.42%
$61.68 - $67.87 $189K - $208K
12.2K $784M
BDX
Becton Dickinson & CO

Healthcare
915
New
$220.02 - $243.75 $201K - $223K
915 $210M
Ge Healthcare Technologies I
2.39K
New
N/A
2.39K $209M
CMI
Cummins Inc

Industrials
555
New
$324.93 - $383.42 $180K - $213K
555 $208M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
40
+ 4.09%
$1146.59 - $1270.6 $45.9K - $50.8K
1.02K $1.33B
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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