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
SMMV
Ishares Msci Usa Small Cap Min

ETFs
1.19K
+ 1.82%
$41.17 - $43.65 $49.1K - $52K
66.8K $2.88B
MPWR
Monolithic Power Systems Inc

Technology
5
+ 0.16%
$711.24 - $922.81 $3.56K - $4.61K
3.11K $2.86B
MRK
Merck & Co., Inc.

Healthcare
12.8K
+ 61.22%
$77.6 - $87.37 $992K - $1.12M
33.7K $2.83B
ASML
Asml Holding Nv

Technology
34
+ 1.18%
$689.63 - $968.09 $23.4K - $32.9K
2.92K $2.82B
PEP
Pepsico Inc

Consumer Defensive
552
+ 3.06%
$133.81 - $152.16 $73.9K - $84K
18.6K $2.61B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
35.3K
+ 315.03%
$46.4 - $51.49 $1.64M - $1.82M
46.6K $2.33B
BX
Blackstone Inc.

Financial Services
984
+ 7.79%
$152.77 - $188.68 $150K - $186K
13.6K $2.33B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.95K
+ 3.52%
$38.1 - $40.7 $74.4K - $79.5K
57.4K $2.28B
CB
Chubb LTD

Financial Services
4.94K
+ 173.56%
$265.99 - $289.59 $1.31M - $1.43M
7.78K $2.2B
INTC
Intel Corp

Technology
222
+ 0.34%
$19.31 - $35.5 $4.29K - $7.88K
65K $2.18B
NFLX
Netflix Inc

Communication Services
185
+ 11.4%
$1147.87 - $1297.18 $212K - $240K
1.81K $2.17B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
674
+ 8.75%
$236.25 - $257.69 $159K - $174K
8.38K $2.15B
VUG
Vanguard Growth ETF

ETFs
1.14K
+ 34.58%
$433.97 - $484.08 $495K - $552K
4.44K $2.13B
LECO
Lincoln Electric Holdings Inc

Industrials
67
+ 0.75%
$210.22 - $247.76 $14.1K - $16.6K
9.01K $2.12B
UBER
Uber Technologies, Inc

Technology
293
+ 1.37%
$86.91 - $99.57 $25.5K - $29.2K
21.7K $2.12B
GD
General Dynamics Corp

Industrials
3.27K
+ 114.65%
$293.92 - $341.0 $961K - $1.12M
6.12K $2.09B
CDW
Cdw Corp

Technology
294
+ 2.37%
$156.97 - $182.84 $46.1K - $53.8K
12.7K $2.03B
QCOM
Qualcomm Inc

Technology
499
+ 4.27%
$145.84 - $173.55 $72.8K - $86.6K
12.2K $2.03B
SO
Southern CO

Utilities
50
+ 0.24%
$90.83 - $96.0 $4.54K - $4.8K
21.1K $2B
NKE
Nike, Inc.

Consumer Cyclical
185
+ 0.66%
$69.24 - $79.24 $12.8K - $14.7K
28.4K $1.98B
MUB
Ishares National Muni Bond ETF

ETFs
1.38K
+ 8.18%
$103.24 - $106.68 $142K - $147K
18.2K $1.94B
VOTE
Engine No 1 ETF Tr

ETFs
1K
+ 4.3%
$72.69 - $78.67 $72.9K - $78.9K
24.3K $1.91B
DTE
Dte Energy CO

Utilities
85
+ 0.64%
$130.26 - $141.49 $11.1K - $12K
13.4K $1.9B
SPMD
Spdr Portfolio

ETFs
6.99K
+ 26.93%
$54.43 - $58.29 $380K - $407K
33K $1.88B
Morgan Stanley ETF Trust
1.04K
+ 4.84%
N/A
22.6K $1.85B
MDT
Medtronic PLC

Healthcare
2.79K
+ 16.8%
$87.67 - $95.74 $244K - $267K
19.4K $1.85B
EXR
Extra Space Storage Inc.

Real Estate
360
+ 2.83%
$134.36 - $152.88 $48.4K - $55K
13.1K $1.85B
ITA
Ishares Tr

ETFs
6.87K
+ 376.86%
$184.73 - $209.26 $1.27M - $1.44M
8.7K $1.82B
SUB
Ishares Short Term National Mu

ETFs
11.4K
+ 210.88%
$106.17 - $107.3 $1.21M - $1.23M
16.8K $1.8B
CGGR
Capital Group Growth ETF Shs C

ETFs
3.04K
+ 8.31%
$40.2 - $44.58 $122K - $136K
39.6K $1.74B
AVGE
American Centy ETF Tr Avantis
609
+ 3.02%
N/A
20.7K $1.73B
MA
Mastercard Inc

Financial Services
498
+ 20.01%
$550.18 - $598.96 $274K - $298K
2.99K $1.7B
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
30.3K
New
$46.93 - $58.5 $1.42M - $1.77M
30.3K $1.69B
COP
Conocophillips

Energy
157
+ 0.88%
$91.0 - $98.99 $14.3K - $15.5K
17.9K $1.69B
ZBRA
Zebra Technologies Corp

Technology
22
+ 0.39%
$296.92 - $341.36 $6.53K - $7.51K
5.66K $1.68B
LMT
Lockheed Martin Corp

Industrials
230
+ 7.34%
$410.74 - $499.21 $94.5K - $115K
3.36K $1.68B
USXF
Ishares Esg Advanced Msci Usa

Technology
4.2K
+ 16.82%
$53.69 - $57.31 $225K - $241K
29.2K $1.67B
CEG
Constellation Energy Corp

Utilities
84
+ 1.69%
$298.82 - $354.89 $25.1K - $29.8K
5.07K $1.67B
MMM
3 M CO

Industrials
1.35K
+ 14.41%
$144.41 - $160.2 $195K - $216K
10.7K $1.66B
Vanguard Wellington Fd
4.18K
+ 34.58%
N/A
16.3K $1.66B
WSM
Williams Sonoma Inc

Consumer Cyclical
1.02K
+ 13.93%
$163.62 - $210.2 $166K - $214K
8.31K $1.62B
Ge Vernova Inc
168
+ 6.84%
N/A
2.62K $1.61B
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.78K
+ 5.79%
$47.21 - $48.3 $84K - $86K
32.5K $1.56B
DUK
Duke Energy Corp

Utilities
619
+ 5.2%
$116.31 - $125.93 $72K - $78K
12.5K $1.55B
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.25K
+ 12.46%
$71.6 - $76.11 $161K - $171K
20.3K $1.54B
MO
Altria Group, Inc.

Consumer Defensive
1.93K
+ 9.04%
$57.75 - $67.68 $111K - $130K
23.2K $1.53B
URA
Global X Uranium ETF

ETFs
26.4K
+ 463.91%
$36.45 - $50.4 $963K - $1.33M
32.1K $1.53B
DIS
Walt Disney CO

Communication Services
270
+ 2.07%
$112.25 - $124.0 $30.3K - $33.5K
13.3K $1.53B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
401
+ 13.82%
$393.18 - $439.39 $158K - $176K
3.3K $1.44B
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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