Modern Wealth Management, LLC Incresed Positions in Q3 2025

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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
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
Morgan Stanley ETF Trust
1.47K
+ 4.86%
N/A
31.8K $2.17B
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
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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email