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 551–600 of 675
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP | 26 | $1K–$15K | SH |
| GILD | GILEAD SCIENCES INC | 46 | $1K–$15K | SH |
| TRV | TRAVELERS COMPANIES INC | 19 | $1K–$15K | SH |
| RY | ROYAL BK CDA | 45 | $1K–$15K | SH |
| EOG | EOG RES INC | 39 | $1K–$15K | SH |
| MDT | MEDTRONIC PLC | 55 | $1K–$15K | SH |
| XLV | SELECT SECTOR SPDR TR | 33 | $1K–$15K | SH |
| EIX | EDISON INTL | 81 | $1K–$15K | SH |
| IVE | ISHARES TR | 25 | $1K–$15K | SH |
| CLH | CLEAN HARBORS INC | 24 | $1K–$15K | SH |
| BUL | PACER FDS TR | 106 | $1K–$15K | SH |
| OUNZ | VANECK MERK GOLD ETF | 154 | $1K–$15K | SH |
| AFL | AFLAC INC | 41 | $1K–$15K | SH |
| UBER | UBER TECHNOLOGIES INC | 62 | $1K–$15K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 14 | $1K–$15K | SH |
| XLC | SELECT SECTOR SPDR TR | 45 | $1K–$15K | SH |
| TTC | TORO CO | 58 | $1K–$15K | SH |
| CSX | CSX CORP | 142 | $1K–$15K | SH |
| GLW | CORNING INC | 90 | $1K–$15K | SH |
| HPQ | HP INC | 147 | $1K–$15K | SH |
| PYPL | PAYPAL HLDGS INC | 62 | $1K–$15K | SH |
| MMM | 3M CO | 27 | $1K–$15K | SH |
| EXEL | EXELIXIS INC | 107 | $1K–$15K | SH |
| SCZ | ISHARES TR | 62 | $1K–$15K | SH |
| SCHF | SCHWAB STRATEGIC TR | 198 | $1K–$15K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 31 | $1K–$15K | SH |
| WSM | WILLIAMS SONOMA INC | 24 | $1K–$15K | SH |
| SYY | SYSCO CORP | 51 | $1K–$15K | SH |
| DD | DUPONT DE NEMOURS INC | 51 | $1K–$15K | SH |
| DGX | QUEST DIAGNOSTICS INC | 23 | $1K–$15K | SH |
| AEE | AMEREN CORP | 38 | $1K–$15K | SH |
| MKL | MARKEL GROUP INC | 2 | $1K–$15K | SH |
| PHM | PULTE GROUP INC | 36 | $1K–$15K | SH |
| LNG | CHENIERE ENERGY INC | 16 | $1K–$15K | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 240 | $1K–$15K | SH |
| HWM | HOWMET AEROSPACE INC | 28 | $1K–$15K | SH |
| WPC | WP CAREY INC | 57 | $1K–$15K | SH |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 81 | $1K–$15K | SH |
| CIEN | CIENA CORP | 58 | $1K–$15K | SH |
| FDX | FEDEX CORP | 14 | $1K–$15K | SH |
| ECL | ECOLAB INC | 13 | $1K–$15K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 13 | $1K–$15K | SH |
| BDX | BECTON DICKINSON & CO | 14 | $1K–$15K | SH |
| MET | METLIFE INC | 41 | $1K–$15K | SH |
| MKC | MCCORMICK & CO INC | 39 | $1K–$15K | SH |
| ROST | ROSS STORES INC | 24 | $1K–$15K | SH |
| TGT | TARGET CORP | 28 | $1K–$15K | SH |
| HTGC | HERCULES CAPITAL INC | 153 | $1K–$15K | SH |
| KEX | KIRBY CORP | 29 | $1K–$15K | SH |
| TEF | TELEFONICA S A | 626 | $1K–$15K | SH |