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
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-307
- 5.67%
$82.42 - $87.03 $25.3K - $26.7K
5.11K $444M
TSN
Tyson Foods, Inc.

Consumer Defensive
-294
- 3.46%
$52.3 - $57.69 $15.4K - $17K
8.2K $445M
FIS
Fidelity National Information Services, Inc.

Technology
-262
- 3.68%
$63.37 - $82.35 $16.6K - $21.6K
6.85K $452M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-3.95K
- 14.85%
$19.85 - $20.2 $78.3K - $79.7K
22.6K $454M
NLOK
Norton Life Lock Inc.

Technology
-1.04K
- 6.08%
N/A
16K $455M
MAR
Marriott International Inc

Consumer Cyclical
-12
- 0.68%
$255.35 - $282.87 $3.06K - $3.39K
1.76K $457M
VHT
Vanguard Health Care ETF

ETFs
-201
- 9.8%
$239.12 - $259.95 $48.1K - $52.2K
1.85K $480M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-34.9K
- 81.22%
$59.29 - $62.87 $2.07M - $2.19M
8.06K $484M
RY
Royal Bank Of Canada

Financial Services
-126
- 3.71%
$128.46 - $148.6 $16.2K - $18.7K
3.27K $482M
SHW
Sherwin Williams CO

Basic Materials
-137
- 8.77%
$330.88 - $375.23 $45.3K - $51.4K
1.43K $494M
VTWO
Vanguard Russell 2000 ETF

ETFs
-402
- 7.07%
$86.92 - $99.32 $34.9K - $39.9K
5.28K $516M
SHOP
Shopify Inc.

Technology
-7
- 0.19%
$112.11 - $157.12 $785 - $1.1K
3.6K $535M
FAST
Fastenal CO

Industrials
-236
- 2.1%
$42.47 - $50.39 $10K - $11.9K
11K $538M
Te Connectivity PLC
-32
- 1.28%
N/A
2.47K $542M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.21K
- 6.81%
$30.13 - $33.37 $36.3K - $40.2K
16.5K $550M
FNDB
Schwab Fundamental U S Broad M

ETFs
-2.08K
- 8.71%
$23.83 - $25.77 $49.4K - $53.5K
21.7K $560M
WIT
Wipro LTD

Technology
-10.4K
- 4.62%
$2.63 - $3.11 $27.4K - $32.4K
215K $566M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-52
- 0.78%
$68.94 - $86.3 $3.58K - $4.49K
6.61K $570M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-1.08K
- 4.57%
$24.87 - $25.69 $26.7K - $27.6K
22.4K $572M
VBR
Vanguard Small Cap Value ETF

ETFs
-10
- 0.36%
$195.41 - $212.37 $1.95K - $2.12K
2.76K $576M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-1.66K
- 3.89%
$14.01 - $14.68 $23.2K - $24.3K
40.9K $589M
WPC
W. P. Carey Inc.

Real Estate
-450
- 4.85%
$61.29 - $68.7 $27.6K - $30.9K
8.82K $596M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-5.33K
- 69.09%
$236.6 - $253.9 $1.26M - $1.35M
2.39K $598M
PSX
Phillips 66

Energy
-31
- 0.69%
$118.37 - $139.46 $3.67K - $4.32K
4.44K $603M
CRM
Salesforce, Inc.

Technology
-436
- 14.35%
$231.66 - $273.65 $101K - $119K
2.6K $617M
INTU
Intuit Inc

Technology
-27
- 2.89%
$646.03 - $807.39 $17.4K - $21.8K
908 $620M
MCK
Mckesson Corp

Healthcare
-31
- 3.69%
$659.01 - $772.54 $20.4K - $23.9K
809 $625M
VONG
Vanguard Russell 1000 Growth E

ETFs
-4.28K
- 44.56%
$108.08 - $121.73 $462K - $520K
5.32K $641M
SCHW
Schwab Charles Corp

Financial Services
-1.52K
- 18.24%
$91.03 - $98.69 $138K - $150K
6.81K $650M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-4.04K
- 10.94%
$20.07 - $20.17 $81.1K - $81.5K
32.9K $662M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-24
- 0.3%
$79.76 - $85.78 $1.91K - $2.06K
8.08K $684M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-725
- 1.53%
$14.12 - $15.3 $10.2K - $11.1K
46.7K $710M
Boeing CO
-12
- 0.12%
N/A
10.2K $711M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 6.38%
$5364.25 - $5815.92 $48.3K - $52.3K
132 $717M
UPS
United Parcel Service Inc

Industrials
-179
- 2.04%
$82.58 - $105.54 $14.8K - $18.9K
8.6K $718M
EPD
Enterprise Products Partners L.P.

Energy
-1.33K
- 5.43%
$30.74 - $32.14 $40.8K - $42.6K
23.1K $723M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-557
- 13.3%
$185.88 - $207.44 $104K - $116K
3.63K $730M
UL
Unilever PLC

Consumer Defensive
-1.46K
- 10.34%
$58.43 - $65.01 $85.3K - $94.9K
12.7K $750M
DTM
Dt Midstream, Inc.

Energy
-283
- 4.07%
$99.17 - $113.27 $28.1K - $32.1K
6.67K $754M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-72
- 1.31%
$132.9 - $142.03 $9.57K - $10.2K
5.41K $763M
AVDV
American Centy ETF Tr Avantis

ETFs
-2.35K
- 21.31%
$79.24 - $89.03 $186K - $209K
8.68K $773M
EFG
Msci Eafe Growth ETF

ETFs
-22.1K
- 75.74%
$106.99 - $114.46 $2.36M - $2.53M
7.07K $806M
J P Morgan Exchange Traded F
-163
- 1.25%
N/A
12.8K $834M
VGT
Vanguard Information Technolog

ETFs
-92
- 7.6%
$656.44 - $753.15 $60.4K - $69.3K
1.12K $836M
BMY
Bristol Myers Squibb CO

Healthcare
-617
- 3.2%
$43.31 - $48.98 $26.7K - $30.2K
18.7K $842M
FTLS
First Tr Long/Short Equity ETF

ETFs
-6.49K
- 34.92%
$65.78 - $69.95 $427K - $454K
12.1K $846M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-19.2K
- 72.01%
$117.65 - $120.08 $2.26M - $2.3M
7.45K $891M
Canadian Pacific Kansas City
-221
- 1.82%
N/A
11.9K $890M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-393
- 3.94%
$67.16 - $93.48 $26.4K - $36.7K
9.59K $894M
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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