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
AZO
Autozone Inc

Consumer Cyclical
-54
- 44.26%
$3649.42 - $4354.54 $197K - $235K
68 $292M
EBAY
Ebay Inc

Consumer Cyclical
-160
- 4.75%
$75.33 - $100.77 $12.1K - $16.1K
3.21K $292M
VIS
Vanguard Industrial ETF

ETFs
-228
- 18.69%
$281.0 - $296.29 $64.1K - $67.6K
992 $294M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-217
- 4.75%
$64.17 - $68.19 $13.9K - $14.8K
4.35K $296M
WSO
Watsco Inc

Industrials
-17
- 2.25%
$381.94 - $489.97 $6.49K - $8.33K
739 $299M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
-2.15K
- 6.92%
$9.66 - $10.45 $20.7K - $22.4K
28.9K $302M
TROW
Price T Rowe Group Inc

Financial Services
-245
- 7.57%
$98.67 - $111.52 $24.2K - $27.3K
2.99K $307M
BSX
Boston Scientific Corp

Healthcare
-368
- 10.44%
$97.03 - $108.14 $35.7K - $39.8K
3.16K $308M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-7
- 0.19%
$79.89 - $83.25 $559 - $583
3.77K $312M
FEX
First Tr Large Cap Core Alphde

ETFs
-641
- 19.29%
$110.0 - $117.08 $70.5K - $75K
2.68K $313M
F
Ford Motor CO

Consumer Cyclical
-4.82K
- 15.04%
$10.82 - $12.09 $52.1K - $58.3K
27.2K $326M
PSA
Public Storage

Real Estate
-224
- 16.23%
$271.94 - $298.09 $60.9K - $66.8K
1.16K $334M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-203
- 3.89%
$65.64 - $78.22 $13.3K - $15.9K
5.01K $336M
LNG
Cheniere Energy, Inc.

Energy
-16
- 1.1%
$222.68 - $244.28 $3.56K - $3.91K
1.44K $338M
ABC
Amerisourcebergen Corp

Healthcare
-26
- 2.34%
N/A
1.09K $339M
VFH
Vanguard Financial ETF

ETFs
-539
- 17.23%
$125.23 - $132.78 $67.5K - $71.6K
2.59K $340M
DOW
Dow Inc.

Basic Materials
-3.72K
- 19.95%
$20.87 - $30.37 $77.5K - $113K
14.9K $342M
CRH.L
Crh PLC

Basic Materials
-1.53K
- 34.96%
N/A
2.85K $341M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-715
- 11.4%
$56.19 - $62.9 $40.2K - $45K
5.56K $342M
GIB
Cgi Inc

Technology
-476
- 10.96%
$88.14 - $106.19 $42K - $50.5K
3.87K $345M
INGR
Ingredion Inc

Consumer Defensive
-59
- 2.01%
$121.01 - $138.21 $7.14K - $8.15K
2.88K $351M
GIS
General Mills Inc

Consumer Defensive
-266
- 3.64%
$48.44 - $53.83 $12.9K - $14.3K
7.03K $355M
VOD
Vodafone Group Public LTD CO

Communication Services
-3.11K
- 9.21%
$10.67 - $12.06 $33.2K - $37.5K
30.6K $355M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-33
- 0.42%
$42.5 - $45.6 $1.4K - $1.5K
7.89K $357M
NOW
Service Now, Inc.

Technology
-28
- 6.7%
$850.86 - $1044.69 $23.8K - $29.3K
390 $359M
ADSK
Autodesk, Inc.

Technology
-197
- 14.6%
N/A
1.15K $366M
STX
Seagate Technology Holdings PLC

Technology
-196
- 11.19%
$142.01 - $236.06 $27.8K - $46.3K
1.56K $367M
A
Agilent Technologies, Inc.

Healthcare
-7
- 0.24%
$112.04 - $128.75 $784 - $901
2.88K $370M
CDNS
Cadence Design Systems Inc

Technology
-49
- 4.38%
$309.46 - $373.37 $15.2K - $18.3K
1.07K $375M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-28.8K
- 90.23%
N/A
3.11K $375M
ECL
Ecolab Inc.

Basic Materials
-8
- 0.58%
$259.39 - $285.47 $2.08K - $2.28K
1.38K $379M
SJM
J M Smucker CO

Consumer Defensive
-660
- 15.56%
$102.24 - $113.2 $67.5K - $74.7K
3.58K $389M
AMT
American Tower Corp

Real Estate
-1.29K
- 38.94%
$192.32 - $232.35 $249K - $301K
2.03K $390M
GBF
Ishares Tr

ETFs
-606
- 14.05%
$102.86 - $105.88 $62.3K - $64.2K
3.71K $391M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-3.52K
- 28.39%
$43.36 - $44.8 $153K - $158K
8.88K $395M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-885
- 19.84%
$98.99 - $112.2 $87.6K - $99.3K
3.58K $395M
FTCS
First Trust Capital Strength E

ETFs
-173
- 3.91%
$89.72 - $93.74 $15.5K - $16.2K
4.25K $398M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-14.1K
- 73.39%
$76.2 - $83.34 $1.07M - $1.17M
5.1K $402M
GLW
Corning Inc

Technology
-514
- 9.47%
$51.6 - $82.03 $26.5K - $42.2K
4.92K $403M
HRL
Hormel Foods Corp

Consumer Defensive
-282
- 1.7%
$24.31 - $31.54 $6.86K - $8.89K
16.3K $404M
DBA
Invesco Db Agriculture Fund

ETFs
-573
- 3.63%
$25.62 - $27.91 $14.7K - $16K
15.2K $407M
NUE
Nucor Corp

Basic Materials
-69
- 2.24%
$133.3 - $150.33 $9.2K - $10.4K
3.01K $407M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-168
- 3.81%
$99.12 - $99.52 $16.7K - $16.7K
4.24K $422M
BK
Bank Of New York Mellon Corp

Financial Services
-1.73K
- 30.89%
$90.65 - $109.75 $157K - $190K
3.88K $423M
CL
Colgate Palmolive CO

Consumer Defensive
-1.71K
- 24.32%
$79.36 - $93.33 $136K - $160K
5.32K $425M
ISRG
Intuitive Surgical Inc

Healthcare
-213
- 17.72%
$433.66 - $544.47 $92.4K - $116K
989 $442M
DDM
Proshares Ultra Dow30

ETFs
-51
- 1.22%
$95.33 - $107.65 $4.86K - $5.49K
4.13K $443M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-24.3K
- 74.13%
$49.48 - $53.78 $1.2M - $1.31M
8.48K $445M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-673
- 7.35%
$50.02 - $53.28 $33.7K - $35.9K
8.48K $444M
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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