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 601–650 of 675
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HSY | HERSHEY CO | 17 | $1K–$15K | SH |
| SNY | SANOFI | 51 | $1K–$15K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 62 | $1K–$15K | SH |
| SPY | SPDR S&P 500 ETF TR | 5 | $1K–$15K | SH |
| BP | BP PLC | 81 | $1K–$15K | SH |
| LMT | LOCKHEED MARTIN CORP | 6 | $1K–$15K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 14 | $1K–$15K | SH |
| CL | COLGATE PALMOLIVE CO | 29 | $1K–$15K | SH |
| TLT | ISHARES TR | 29 | $1K–$15K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 50 | $1K–$15K | SH |
| ENB | ENBRIDGE INC | 56 | $1K–$15K | SH |
| MAS | MASCO CORP | 35 | $1K–$15K | SH |
| FSK | FS KKR CAP CORP | 117 | $1K–$15K | SH |
| GEV | GE VERNOVA INC | 8 | $1K–$15K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 34 | $1K–$15K | SH |
| ARCC | ARES CAPITAL CORP | 108 | $1K–$15K | SH |
| INFY | INFOSYS LTD | 130 | $1K–$15K | SH |
| RL | RALPH LAUREN CORP | 10 | $1K–$15K | SH |
| UNM | UNUM GROUP | 27 | $1K–$15K | SH |
| FNDC | SCHWAB STRATEGIC TR | 61 | $1K–$15K | SH |
| XYL | XYLEM INC | 17 | $1K–$15K | SH |
| ED | CONSOLIDATED EDISON INC | 18 | $1K–$15K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 18 | $1K–$15K | SH |
| GRMN | GARMIN LTD | 8 | $1K–$15K | SH |
| PDM | PIEDMONT OFFICE REALTY TR IN | 239 | $1K–$15K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 58 | $1K–$15K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 3 | $1K–$15K | SH |
| BN | BROOKFIELD CORP | 33 | $1K–$15K | SH |
| IYR | ISHARES TR | 17 | $1K–$15K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 118 | $1K–$15K | SH |
| XLE | SELECT SECTOR SPDR TR | 16 | $1K–$15K | SH |
| NUE | NUCOR CORP | 12 | $1K–$15K | SH |
| PSX | PHILLIPS 66 | 11 | $1K–$15K | SH |
| SNA | SNAP ON INC | 4 | $1K–$15K | SH |
| RBA | RB GLOBAL INC | 13 | $1K–$15K | SH |
| GIS | GENERAL MLS INC | 22 | $1K–$15K | SH |
| CMI | CUMMINS INC | 4 | $1K–$15K | SH |
| HR | HEALTHCARE RLTY TR | 75 | $1K–$15K | SH |
| GIB | CGI INC | 12 | $1K–$15K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 14 | $1K–$15K | SH |
| F | FORD MTR CO | 117 | $1K–$15K | SH |
| EXC | EXELON CORP | 25 | $1K–$15K | SH |
| FLO | FLOWERS FOODS INC | 56 | $1K–$15K | SH |
| DKS | DICKS SPORTING GOODS INC | 5 | $1K–$15K | SH |
| GEN | GEN DIGITAL INC | 34 | <$1K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 8 | <$1K | SH |
| OKE | ONEOK INC NEW | 9 | <$1K | SH |
| CHD | CHURCH & DWIGHT CO INC | 8 | <$1K | SH |
| DOW | DOW INC | 25 | <$1K | SH |
| VOD | VODAFONE GROUP PLC NEW | 91 | <$1K | SH |