Modern Wealth Management, LLC Purchases in Q3 2025

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
143K
New
$45.72 - $47.27 $6.54M - $6.76M
143K $6.72B
Invesco Exch Trd Slf Idx Fd
7.96K
+ 2.66%
N/A
307K $6.59B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
13.9K
+ 21.94%
$81.61 - $86.58 $1.13M - $1.2M
77.2K $6.59B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
88.7K
+ 61.06%
$26.92 - $28.6 $2.39M - $2.54M
234K $6.53B
ORCL
Oracle Corp

Technology
392
+ 1.76%
$218.96 - $328.33 $85.8K - $129K
22.7K $6.37B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
7.67K
+ 2.6%
N/A
303K $6.33B
HD
Home Depot, Inc.

Consumer Cyclical
539
+ 3.58%
$357.4 - $423.42 $193K - $228K
15.6K $6.32B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.97K
+ 4.5%
$85.93 - $92.12 $255K - $273K
68.8K $6.27B
GLD
Spdr Gold Trust

ETFs
343
+ 2.01%
$300.96 - $355.47 $103K - $122K
17.4K $6.2B
EMGF
Ishares Msci Emerging Markets

ETFs
1.16K
+ 1.08%
$51.93 - $56.75 $60.4K - $66K
109K $6.17B
BSCU
Invesco Exc Self Ind Tr

ETFs
8.43K
+ 2.43%
$16.67 - $17.03 $140K - $144K
355K $6.01B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.59K
+ 0.92%
$29.55 - $32.52 $46.9K - $51.6K
174K $5.57B
PLTR
Palantir Technologies Inc.

Technology
12.7K
+ 73.99%
$130.68 - $186.97 $1.67M - $2.38M
30K $5.47B
BSJR
Invesco Indx Tr

ETFs
15.7K
+ 7.04%
$22.64 - $22.85 $356K - $359K
239K $5.44B
IBM
International Business Machines Corp

Technology
349
+ 1.87%
$234.77 - $292.47 $81.9K - $102K
19K $5.37B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.62K
+ 2.53%
$19.49 - $19.61 $129K - $130K
268K $5.25B
Vanguard Instl Index Fd
65.9K
New
N/A
65.9K $4.99B
TXN
Texas Instruments Inc

Technology
119
+ 0.44%
N/A
27.1K $4.98B
CAT
Caterpillar Inc

Industrials
83
+ 0.81%
$390.92 - $477.15 $32.4K - $39.6K
10.3K $4.92B
FIW
First Trust Water ETF

ETFs
449
+ 1.04%
$107.54 - $115.08 $48.3K - $51.7K
43.8K $4.92B
V
Visa Inc.

Financial Services
1.09K
+ 8.59%
$332.09 - $358.86 $362K - $391K
13.8K $4.7B
QDPL
Pacer Fds Tr Metaurus Us Large
34.3K
+ 46.53%
$39.4 - $42.1 $1.35M - $1.44M
108K $4.53B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
17.7K
+ 11.07%
$25.09 - $25.19 $443K - $445K
177K $4.47B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
18K
+ 10.85%
N/A
184K $4.46B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
17.3K
+ 10.45%
$24.14 - $24.34 $419K - $422K
183K $4.46B
ICF
Ishares Tr

ETFs
78
+ 0.11%
$59.57 - $62.89 $4.65K - $4.91K
70.4K $4.34B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.32K
+ 2.37%
$39.8 - $42.86 $92.3K - $99.4K
100K $4.29B
SCHC
Schwab Strategic Tr Intl Small

ETFs
91.6K
New
$42.28 - $45.71 $3.87M - $4.19M
91.6K $4.17B
Hartford Fds Exchange Traded
8.24K
+ 5.54%
N/A
157K $4.17B
PLD
Prologis, Inc.

Real Estate
681
+ 1.97%
$104.08 - $115.35 $70.9K - $78.6K
35.2K $4.03B
RDVY
First Trust Rising Dividend Ac

ETFs
2.24K
+ 3.98%
$62.38 - $67.29 $140K - $151K
58.5K $3.93B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
129K
New
$28.15 - $30.13 $3.64M - $3.89M
129K $3.83B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
58
+ 0.23%
$11.15 - $11.87 $647 - $688
25.3K $3.79B
MSI
Motorola Solutions, Inc.

Technology
251
+ 3.14%
$408.73 - $490.3 $103K - $123K
8.24K $3.77B
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
18
+ 0.11%
$173.23 - $213.34 $3.12K - $3.84K
17.2K $3.64B
AMAT
Applied Materials Inc

Technology
179
+ 1.02%
$156.25 - $204.95 $28K - $36.7K
17.7K $3.61B
CGMU
Capital Group Core Plus Income
46K
+ 54.02%
N/A
131K $3.58B
ADBE
Adobe Inc.

Technology
162
+ 1.63%
$333.65 - $392.1 $54.1K - $63.5K
10.1K $3.55B
TECL
Direxion Daily Technology Bull

ETFs
4K
+ 16.42%
$91.12 - $125.66 $364K - $503K
28.4K $3.53B
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.4K
+ 4.89%
$63.41 - $69.69 $152K - $167K
51.5K $3.53B
CME
Cme Group Inc.

Financial Services
201
+ 1.6%
$258.83 - $287.1 $52K - $57.7K
12.7K $3.44B
BR
Broadridge Financial Solutions, Inc.

Technology
55
+ 0.39%
$233.75 - $266.89 $12.9K - $14.7K
14.2K $3.38B
Blackrock ETF Trust
64K
+ 187.38%
N/A
98.1K $3.35B
VZ
Verizon Communications Inc

Communication Services
17.5K
+ 30.21%
$40.84 - $45.06 $715K - $789K
75.5K $3.32B
PM
Philip Morris International Inc.

Consumer Defensive
1.4K
+ 7.48%
$157.77 - $183.27 $221K - $257K
20.1K $3.27B
Blackrock ETF Trust
6.37K
+ 8.33%
N/A
82.8K $3.14B
MCD
Mcdonalds Corp

Consumer Cyclical
125
+ 1.24%
$291.67 - $316.99 $36.5K - $39.6K
10.2K $3.1B
GE
General Electric CO

Industrials
308
+ 3.18%
$244.75 - $305.63 $75.4K - $94.1K
9.98K $3B
MKL
Markel Corp

Financial Services
17
+ 1.14%
$1898.34 - $2031.8 $32.3K - $34.5K
1.51K $2.89B
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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