CIK 2001900
Modern Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
675
Portfolio Value
$1M+
Latest Report
Mar 31, 2025
Report Periods
6
Holdings
13F filings as of Mar 31, 2025 · Showing 451–500 of 675
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EBAY | EBAY INC. | 212 | $1K–$15K | SH |
| CAT | CATERPILLAR INC | 43 | $1K–$15K | SH |
| VNQ | VANGUARD INDEX FDS | 158 | $1K–$15K | SH |
| GOVT | ISHARES TR | 619 | $1K–$15K | SH |
| CB | CHUBB LIMITED | 46 | $1K–$15K | SH |
| AMP | AMERIPRISE FINL INC | 28 | $1K–$15K | SH |
| VGT | VANGUARD WORLD FD | 25 | $1K–$15K | SH |
| TT | TRANE TECHNOLOGIES PLC | 40 | $1K–$15K | SH |
| BX | BLACKSTONE INC | 95 | $1K–$15K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 230 | $1K–$15K | SH |
| ITW | ILLINOIS TOOL WKS INC | 53 | $1K–$15K | SH |
| ADSK | AUTODESK INC | 50 | $1K–$15K | SH |
| NOC | NORTHROP GRUMMAN CORP | 25 | $1K–$15K | SH |
| CMCSA | COMCAST CORP NEW | 350 | $1K–$15K | SH |
| BEN | FRANKLIN RESOURCES INC | 660 | $1K–$15K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 249 | $1K–$15K | SH |
| BA | BOEING CO | 74 | $1K–$15K | SH |
| GD | GENERAL DYNAMICS CORP | 45 | $1K–$15K | SH |
| TEL | TE CONNECTIVITY PLC | 86 | $1K–$15K | SH |
| KHC | KRAFT HEINZ CO | 398 | $1K–$15K | SH |
| OGS | ONE GAS INC | 160 | $1K–$15K | SH |
| GE | GE AEROSPACE | 60 | $1K–$15K | SH |
| SYK | STRYKER CORPORATION | 32 | $1K–$15K | SH |
| DE | DEERE & CO | 25 | $1K–$15K | SH |
| MRK | MERCK & CO INC | 132 | $1K–$15K | SH |
| T | AT&T INC | 416 | $1K–$15K | SH |
| OXY | OCCIDENTAL PETE CORP | 237 | $1K–$15K | SH |
| CHT | CHUNGHWA TELECOM CO LTD | 296 | $1K–$15K | SH |
| SHW | SHERWIN WILLIAMS CO | 33 | $1K–$15K | SH |
| VO | VANGUARD INDEX FDS | 44 | $1K–$15K | SH |
| EMR | EMERSON ELEC CO | 104 | $1K–$15K | SH |
| PNC | PNC FINL SVCS GROUP INC | 64 | $1K–$15K | SH |
| AMAT | APPLIED MATLS INC | 77 | $1K–$15K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 138 | $1K–$15K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 719 | $1K–$15K | SH |
| XLU | SELECT SECTOR SPDR TR | 139 | $1K–$15K | SH |
| SJM | SMUCKER J M CO | 91 | $1K–$15K | SH |
| MDLZ | MONDELEZ INTL INC | 159 | $1K–$15K | SH |
| BEPC | BROOKFIELD RENEWABLE CORP | 384 | $1K–$15K | SH |
| SGOV | ISHARES TR | 105 | $1K–$15K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 70 | $1K–$15K | SH |
| KMPR | KEMPER CORP | 156 | $1K–$15K | SH |
| CME | CME GROUP INC | 39 | $1K–$15K | SH |
| MPC | MARATHON PETE CORP | 70 | $1K–$15K | SH |
| WMB | WILLIAMS COS INC | 170 | $1K–$15K | SH |
| MO | ALTRIA GROUP INC | 168 | $1K–$15K | SH |
| JBBB | JANUS DETROIT STR TR | 207 | $1K–$15K | SH |
| JKHY | HENRY JACK & ASSOC INC | 55 | $1K–$15K | SH |
| LECO | LINCOLN ELEC HLDGS INC | 53 | $1K–$15K | SH |
| PFE | PFIZER INC | 391 | $1K–$15K | SH |