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 501–550 of 675
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| APD | AIR PRODS & CHEMS INC | 33 | $1K–$15K | SH |
| COF | CAPITAL ONE FINL CORP | 54 | $1K–$15K | SH |
| WM | WASTE MGMT INC DEL | 41 | $1K–$15K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 45 | $1K–$15K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 125 | $1K–$15K | SH |
| CW | CURTISS WRIGHT CORP | 29 | $1K–$15K | SH |
| CRBU | CARIBOU BIOSCIENCES INC | 10K | $1K–$15K | SH |
| IOO | ISHARES TR | 94 | $1K–$15K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 107 | $1K–$15K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 18 | $1K–$15K | SH |
| C | CITIGROUP INC | 125 | $1K–$15K | SH |
| NOW | SERVICENOW INC | 11 | $1K–$15K | SH |
| LNT | ALLIANT ENERGY CORP | 136 | $1K–$15K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 18 | $1K–$15K | SH |
| DUK | DUKE ENERGY CORP NEW | 70 | $1K–$15K | SH |
| AMGN | AMGEN INC | 27 | $1K–$15K | SH |
| WCN | WASTE CONNECTIONS INC | 43 | $1K–$15K | SH |
| RDY | DR REDDYS LABS LTD | 634 | $1K–$15K | SH |
| MAR | MARRIOTT INTL INC NEW | 34 | $1K–$15K | SH |
| ZTS | ZOETIS INC | 49 | $1K–$15K | SH |
| UPS | UNITED PARCEL SERVICE INC | 73 | $1K–$15K | SH |
| SCHX | SCHWAB STRATEGIC TR | 363 | $1K–$15K | SH |
| BK | BANK NEW YORK MELLON CORP | 95 | $1K–$15K | SH |
| CTVA | CORTEVA INC | 125 | $1K–$15K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 46 | $1K–$15K | SH |
| NVS | NOVARTIS AG | 68 | $1K–$15K | SH |
| BILS | SPDR SER TR | 76 | $1K–$15K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 129 | $1K–$15K | SH |
| CORT | CORCEPT THERAPEUTICS INC | 66 | $1K–$15K | SH |
| KLAC | KLA CORP | 11 | $1K–$15K | SH |
| RSG | REPUBLIC SVCS INC | 30 | $1K–$15K | SH |
| ESI | ELEMENT SOLUTIONS INC | 324 | $1K–$15K | SH |
| SCHR | SCHWAB STRATEGIC TR | 293 | $1K–$15K | SH |
| LKQ | LKQ CORP | 168 | $1K–$15K | SH |
| TMUS | T-MOBILE US INC | 26 | $1K–$15K | SH |
| FAST | FASTENAL CO | 91 | $1K–$15K | SH |
| KVUE | KENVUE INC | 290 | $1K–$15K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 86 | $1K–$15K | SH |
| EVRG | EVERGY INC | 99 | $1K–$15K | SH |
| REGL | PROSHARES TR | 83 | $1K–$15K | SH |
| PANW | PALO ALTO NETWORKS INC | 39 | $1K–$15K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 105 | $1K–$15K | SH |
| AVUV | AMERICAN CENTY ETF TR | 71 | $1K–$15K | SH |
| INGR | INGREDION INC | 44 | $1K–$15K | SH |
| PAYX | PAYCHEX INC | 38 | $1K–$15K | SH |
| ES | EVERSOURCE ENERGY | 94 | $1K–$15K | SH |
| WELL | WELLTOWER INC | 38 | $1K–$15K | SH |
| AMT | AMERICAN TOWER CORP NEW | 26 | $1K–$15K | SH |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 20 | $1K–$15K | SH |
| INTC | INTEL CORP | 237 | $1K–$15K | SH |