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
Trust For Professional Manag
9.28K
New
N/A
9.28K $233M
KRG
Kite Realty Group Trust

Real Estate
153
+ 1.49%
$20.94 - $23.26 $3.2K - $3.56K
10.4K $232M
PWR
Quanta Services, Inc.

Industrials
550
New
$372.29 - $421.68 $205K - $232K
550 $228M
MFC
Manulife Financial Corp

Financial Services
205
+ 2.89%
$29.9 - $32.34 $6.13K - $6.63K
7.31K $228M
Ge Healthcare Technologies I
87
+ 2.98%
N/A
3.01K $226M
DELL
Dell Technologies Inc.

Technology
1.59K
New
$120.96 - $141.77 $193K - $226K
1.59K $226M
HSBC
Hsbc Holdings PLC

Financial Services
3.18K
New
$60.27 - $70.98 $192K - $226K
3.18K $226M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
59
+ 2.08%
$72.04 - $77.35 $4.25K - $4.56K
2.9K $222M
Kenvue Inc
862
+ 6.77%
N/A
13.6K $221M
OHI
Omega Healthcare Investors Inc

Real Estate
5.22K
New
$36.29 - $43.34 $190K - $226K
5.22K $221M
KKR
Kkr & Co. Inc.

Financial Services
11
+ 0.66%
$129.95 - $152.16 $1.43K - $1.67K
1.68K $218M
TEF
Telefonica S A

Communication Services
3.42K
+ 8.67%
$5.01 - $5.71 $17.1K - $19.5K
42.8K $218M
CNM
Core & Main, Inc.

Industrials
218
+ 5.81%
$48.56 - $66.98 $10.6K - $14.6K
3.97K $214M
Global X Fds
3.04K
New
N/A
3.04K $213M
BIIB
Biogen Inc.

Healthcare
1.51K
New
$122.68 - $148.84 $185K - $224K
1.51K $211M
PEG
Public Service Enterprise Group Inc

Utilities
2.52K
New
$79.99 - $90.14 $201K - $227K
2.52K $210M
YUM
Yum Brands Inc

Consumer Cyclical
1.38K
New
$139.5 - $153.94 $193K - $212K
1.38K $210M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.6K
New
$41.91 - $44.87 $193K - $206K
4.6K $206M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
422
+ 3.13%
$11.64 - $15.79 $4.91K - $6.66K
13.9K $204M
INDA
Ishares Msci India Index Fund

ETFs
3.92K
New
$51.98 - $55.84 $204K - $219K
3.92K $204M
VICI
Vici Properties Inc.

Real Estate
6.23K
New
$31.43 - $33.93 $196K - $211K
6.23K $203M
SNA
Snap On Inc

Industrials
584
New
$313.01 - $346.53 $183K - $202K
584 $202M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
8.25K
New
$23.6 - $24.47 $195K - $202K
8.25K $202M
SPOT
Spotify Technology S.A.

Communication Services
20
+ 7.43%
$620.01 - $738.53 $12.4K - $14.8K
289 $202M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
7.93K
New
N/A
7.93K $201M
PEAK
Healthpeak Properties, Inc.

Real Estate
10.3K
New
N/A
10.3K $198M
GNL
Global Net Lease, Inc.

Real Estate
113
+ 0.52%
$6.85 - $8.33 $774 - $941
21.7K $177M
NU
Nu Holdings Ltd.

Financial Services
10.7K
New
$11.92 - $16.3 $128K - $175K
10.7K $172M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
50
+ 0.27%
$8.57 - $9.09 $429 - $455
18.8K $170M
OPEN
Opendoor Technologies Inc.

Real Estate
295
+ 1.55%
$0.56 - $10.52 $165 - $3.1K
19.4K $154M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
10.1K
New
$14.33 - $15.08 $144K - $152K
10.1K $151M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
18
+ 0.16%
$11.19 - $11.74 $201 - $211
11.4K $131M
EMX
Emx Royalty Corp

Basic Materials
25.1K
New
$2.52 - $5.05 $63.3K - $127K
25.1K $129M
SWIM
Latham Group, Inc.

Industrials
3.59K
+ 27.94%
$6.15 - $8.25 $22.1K - $29.6K
16.4K $125M
AAL
American Airlines Group Inc.

Industrials
10.7K
New
N/A
10.7K $120M
OGN
Organon & Co.

Healthcare
10.4K
New
$8.4 - $10.85 $87.6K - $113K
10.4K $111M
WTTR
Select Energy Services, Inc.

Energy
10.2K
New
$7.91 - $11.05 $80.7K - $113K
10.2K $109M
CIG
Energy CO Of Minas Gerais

Utilities
2.03K
+ 4.33%
$1.81 - $2.13 $3.67K - $4.32K
48.9K $103M
Direxion Shs ETF Tr
16K
New
N/A
16K $82.7M
Ameriserv Finl Inc
129
+ 0.99%
N/A
13.2K $38.2M
CNDT
Conduent Inc

Technology
12.1K
New
$2.43 - $2.96 $29.4K - $35.8K
12.1K $33.9M
ABEV
Ambev S.A.

Consumer Defensive
11.2K
New
$2.15 - $2.49 $24.2K - $28K
11.2K $25.1M
Cohen & Steers Infrastructur
12.5K
New
N/A
12.5K $975K
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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