Modern Wealth Management, LLC Sells in Q3 2025

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GWW
W.W. Grainger, Inc.

Industrials
-30
- 3.02%
$932.44 - $1059.49 $28K - $31.8K
962 $917M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-8
- 0.12%
$119.73 - $134.7 $958 - $1.08K
6.9K $920M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-30K
- 45.12%
$25.39 - $25.57 $761K - $766K
36.5K $932M
AVK
Advent Convertible & Income Fund

Financial Services
-381
- 0.52%
$12.06 - $12.79 $4.59K - $4.87K
73.3K $937M
MTB
M&T Bank Corp

Financial Services
-141
- 2.86%
$183.74 - $204.05 $25.9K - $28.8K
4.78K $945M
TMUS
T Mobile Us, Inc.

Communication Services
-104
- 2.54%
$226.02 - $259.01 $23.5K - $26.9K
3.99K $955M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-859
- 5.52%
$62.09 - $66.51 $53.3K - $57.1K
14.7K $960M
CBSH
Commerce Bancshares Inc

Financial Services
-164
- 0.97%
$58.61 - $66.11 $9.61K - $10.8K
16.7K $1B
IYW
Ishares Dj Us Tech ETF

ETFs
-14.7K
- 73.58%
$171.38 - $197.01 $2.53M - $2.9M
5.3K $1.04B
DGX
Quest Diagnostics Inc

Healthcare
-39
- 0.7%
N/A
5.5K $1.05B
XLF
Financial Sector Spdr

ETFs
-464
- 2.28%
$51.37 - $54.25 $23.8K - $25.2K
19.9K $1.07B
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-923
- 2.27%
$26.15 - $27.4 $24.1K - $25.3K
39.7K $1.08B
HPQ
Hp Inc

Technology
-1.04K
- 2.51%
$24.45 - $29.35 $25.5K - $30.6K
40.5K $1.1B
ADP
Automatic Data Processing Inc

Industrials
-91
- 2.36%
$288.69 - $310.94 $26.3K - $28.3K
3.76K $1.1B
WELL
Welltower Inc.

Real Estate
-526
- 7.79%
$150.71 - $178.14 $79.3K - $93.7K
6.23K $1.11B
ACWI
Ishares Msci Acwi ETF

ETFs
-251
- 3.02%
$128.32 - $138.41 $32.2K - $34.7K
8.07K $1.12B
BNL
Broadstone Net Lease, Inc.

Real Estate
-11.9K
- 15.76%
$15.75 - $18.78 $188K - $224K
63.8K $1.14B
ACN
Accenture PLC

Technology
-774
- 14.26%
$232.56 - $304.78 $180K - $236K
4.65K $1.15B
FDL
First Tr Morningstar Dividend

ETFs
-565
- 2.08%
$41.96 - $44.59 $23.7K - $25.2K
26.6K $1.15B
UNP
Union Pacific Corp

Industrials
-4
- 0.08%
$214.91 - $237.16 $860 - $949
4.9K $1.16B
FSCO
Fs Cr Opportunities Corp Com
-21.6K
- 11.38%
N/A
168K $1.16B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-78
- 0.59%
$82.96 - $95.7 $6.47K - $7.46K
13.2K $1.19B
SYK
Stryker Corp

Healthcare
-88
- 2.66%
$368.57 - $403.53 $32.4K - $35.5K
3.22K $1.19B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-187
- 5.84%
$362.31 - $405.74 $67.8K - $75.9K
3.01K $1.21B
PFE
Pfizer Inc

Healthcare
-754
- 1.54%
$23.29 - $25.88 $17.6K - $19.5K
48.3K $1.23B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-293
- 3.35%
$134.94 - $145.86 $39.5K - $42.7K
8.46K $1.23B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-6.16K
- 61.36%
$275.84 - $326.36 $1.7M - $2.01M
3.88K $1.27B
TT
Trane Technologies PLC

Industrials
-18
- 0.6%
$398.96 - $472.54 $7.18K - $8.51K
3K $1.27B
EMB
Ishares Tr

ETFs
-15.9K
- 54.18%
$91.52 - $95.59 $1.46M - $1.52M
13.5K $1.28B
IGV
Ishares Expanded Tech Software

ETFs
-1.1K
- 8.79%
$105.96 - $117.79 $117K - $130K
11.4K $1.31B
SAP
Sap Se

Technology
-106
- 2.08%
$252.42 - $311.93 $26.8K - $33.1K
5K $1.34B
AMGN
Amgen Inc

Healthcare
-215
- 4.34%
$271.18 - $309.22 $58.3K - $66.5K
4.74K $1.34B
VNLA
Janus Henderson Short Duration

ETFs
-8.19K
- 23.03%
$48.99 - $49.29 $401K - $404K
27.4K $1.35B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-4.04K
- 27.7%
$121.46 - $130.92 $490K - $528K
10.5K $1.37B
FNDX
Schwab Fundamental U S Large C

ETFs
-2.59K
- 4.61%
$24.38 - $26.34 $63K - $68.1K
53.5K $1.41B
FNDF
Schwab Fundamental Intl Large

ETFs
-1.05K
- 3.02%
$39.84 - $43.15 $41.6K - $45.1K
33.6K $1.44B
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-39.3K
- 60.23%
$52.31 - $56.47 $2.05M - $2.22M
25.9K $1.46B
PULS
Pgim ETF Tr

ETFs
-5.27K
- 13.99%
$49.58 - $49.83 $261K - $263K
32.4K $1.61B
FNDE
Schwab Fundamental Emerging Mk

ETFs
-1.45K
- 3.06%
$33.13 - $36.31 $47.9K - $52.5K
45.9K $1.66B
TJX
Tjx Companies Inc

Consumer Cyclical
-360
- 3.03%
$121.35 - $144.54 $43.7K - $52K
11.5K $1.66B
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-732
- 0.57%
$12.46 - $13.22 $9.12K - $9.68K
128K $1.67B
PAYX
Paychex Inc

Industrials
-835
- 5.93%
$126.69 - $147.99 $106K - $124K
13.3K $1.68B
UNH
Unitedhealth Group Inc

Healthcare
-2.61K
- 34.65%
$237.77 - $353.61 $621K - $924K
4.93K $1.7B
DE
Deere & CO

Industrials
-205
- 5.21%
$457.26 - $524.37 $93.7K - $107K
3.73K $1.7B
CGGO
Capital Group Global Growth Eq

ETFs
-409
- 0.8%
$31.71 - $34.17 $13K - $14K
50.9K $1.74B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-516
- 3.1%
$89.32 - $107.82 $46.1K - $55.6K
16.1K $1.74B
IWN
Ishares Russell2000 Val ETF

ETFs
-449
- 4.35%
$157.1 - $178.94 $70.5K - $80.3K
9.88K $1.75B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-31.6K
- 59.65%
$77.92 - $81.94 $2.46M - $2.59M
21.4K $1.75B
AAXJ
Ishares Msci All Country Asia

ETFs
-1.85K
- 8.7%
$82.05 - $91.87 $152K - $170K
19.4K $1.77B
Activity Summary
Buys All Purchases 444 New Holdings 75 Increased Positions 369 Sells All Sells 311 Reductions 311 Sold out 0 Options Calls 0 Puts 0
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