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
JGRO
J P Morgan Exchange Traded Fd
-2.33K
- 3.68%
N/A
60.9K $5.71B
FSK
Fs Kkr Capital Corp

Financial Services
-6.36K
- 1.62%
$14.93 - $22.48 $94.9K - $143K
386K $5.77B
EFV
Msci Eafe Value ETF

ETFs
-10.6K
- 9.8%
$62.79 - $68.42 $664K - $724K
97.4K $6.61B
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
-25.9K
- 16.96%
$49.46 - $54.03 $1.28M - $1.4M
127K $6.63B
ABT
Abbott Laboratories

Healthcare
-1.21K
- 2.33%
$120.51 - $136.62 $145K - $165K
50.6K $6.77B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-3.63K
- 1.9%
$37.14 - $37.85 $135K - $137K
187K $7.08B
VEU
Vanguard Ftse All World Ex Us

ETFs
-333
- 0.33%
$66.38 - $71.68 $22.1K - $23.9K
99.6K $7.11B
FBT
First Trust Nyse Arca Biotechn

ETFs
-948
- 2.26%
$159.46 - $180.52 $151K - $171K
41.1K $7.37B
VNQ
Vanguard Specialized Funds Van

ETFs
-1.46K
- 1.78%
$88.47 - $93.24 $129K - $136K
81K $7.4B
FXR
First Trust Industrials/Produc

ETFs
-51
- 0.05%
$75.64 - $80.06 $3.86K - $4.08K
95.3K $7.44B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-18.4K
- 13.67%
$61.56 - $66.95 $1.13M - $1.23M
116K $7.77B
TQQQ
Proshares Ultrapro Qqq

ETFs
-183
- 0.24%
$80.89 - $104.72 $14.8K - $19.2K
75.5K $7.81B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-34.5K
- 25.07%
$72.91 - $77.23 $2.51M - $2.66M
103K $7.87B
BA
Boeing CO

Industrials
-1.1K
- 2.93%
$209.79 - $237.38 $231K - $262K
36.5K $7.88B
RVT
Royce Value Trust, Inc.

Financial Services
-5.24K
- 1.02%
$14.94 - $16.5 $78.3K - $86.5K
509K $8.21B
IXUS
Ishares Tr

ETFs
-1.82K
- 1.79%
$76.35 - $82.58 $139K - $151K
99.9K $8.25B
PG
Procter & Gamble CO

Consumer Defensive
-88
- 0.14%
$150.47 - $161.22 $13.2K - $14.2K
61K $9.37B
LLY
Eli Lilly & CO

Healthcare
-3.32K
- 21.19%
$625.65 - $812.69 $2.08M - $2.7M
12.4K $9.43B
IEFA
Ishares Tr

ETFs
-416
- 0.38%
$81.7 - $87.53 $34K - $36.4K
109K $9.48B
Aim ETF Products Trust
-8.95K
- 3.15%
N/A
275K $10.2B
VIG
Vanguard Dividend Appreciation

ETFs
-676
- 1.34%
N/A
49.6K $10.7B
AVLV
American Centy ETF Tr Avantis
-18.3K
- 10.9%
$68.33 - $72.69 $1.25M - $1.33M
149K $10.8B
MBB
Ishares Tr

ETFs
-41K
- 25.85%
$92.46 - $95.73 $3.79M - $3.92M
118K $11.2B
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-14.3K
- 1.31%
$9.2 - $10.5 $132K - $150K
1.08M $11.2B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-1.72K
- 0.51%
$33.78 - $36.74 $58.1K - $63.2K
333K $12.1B
ABBV
Abb Vie Inc.

Healthcare
-1.62K
- 2.98%
$184.85 - $231.54 $299K - $375K
52.8K $12.2B
FVD
First Tr Value Line Divid Inde

ETFs
-1.77K
- 0.66%
$44.73 - $46.86 $79K - $82.8K
267K $12.4B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-40.5K
- 6.95%
$22.64 - $23.22 $916K - $939K
542K $12.5B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-48.1K
- 16.26%
$50.73 - $52.47 $2.44M - $2.52M
248K $12.9B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-315K
- 52.88%
$45.6 - $46.92 $14.3M - $14.8M
280K $13.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.45K
- 7.49%
$108.46 - $120.63 $1.02M - $1.14M
117K $13.9B
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-2.92K
- 0.86%
$38.52 - $41.26 $113K - $121K
338K $13.9B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-58.6K
- 15.66%
$42.39 - $44.63 $2.48M - $2.62M
316K $14.1B
XLRE
Select Sector Spdr Tr Real Est

ETFs
-108K
- 22.96%
$40.94 - $42.85 $4.4M - $4.61M
361K $15.2B
IEF
Ishares Barclays

ETFs
-7.21K
- 4.3%
$93.91 - $97.26 $677K - $702K
161K $15.5B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-6.97K
- 3.84%
$91.44 - $91.77 $637K - $639K
174K $16B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-57.6K
- 12.24%
$39.37 - $44.24 $2.27M - $2.55M
413K $18.1B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-27.2K
- 12.6%
$98.52 - $103.93 $2.68M - $2.83M
189K $19.5B
USFR
Wisdomtree Floating Rate Treas

ETFs
-89.7K
- 18.74%
$50.23 - $50.48 $4.51M - $4.53M
389K $19.6B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.37K
- 2.37%
$135.0 - $146.02 $455K - $492K
139K $20.2B
AVUV
American Centy ETF Tr Avantis

ETFs
-16.5K
- 7.47%
$90.37 - $102.12 $1.49M - $1.69M
205K $20.4B
SPYG
Spdr Portfolio

ETFs
-7.48K
- 3.67%
$94.33 - $105.31 $705K - $787K
196K $20.5B
CGDV
Capital Group Divid Value ETF

ETFs
-6.65K
- 1.08%
$39.59 - $42.21 $263K - $281K
607K $25.5B
VV
Vanguard Large Cap ETF

ETFs
-598
- 0.68%
$285.05 - $309.14 $170K - $185K
87.7K $27B
INTF
Ishares Tr

ETFs
-2.69K
- 0.35%
$33.72 - $36.17 $90.8K - $97.4K
773K $27.8B
VONE
Vanguard Russell 1000 ETF

ETFs
-804
- 0.83%
$280.68 - $303.97 $226K - $244K
96.5K $29.2B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-46.8K
- 10.07%
$82.38 - $83.0 $3.85M - $3.88M
418K $34.6B
IOO
Ishares Tr Global 100 ETF

ETFs
-570
- 0.18%
$107.55 - $120.01 $61.3K - $68.4K
316K $38B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-76.8K
- 9.62%
$55.15 - $58.11 $4.24M - $4.46M
721K $41.5B
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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