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 651–675 of 675
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SGI | SOMNIGROUP INTERNATIONAL INC | 14 | <$1K | SH |
| XLK | SELECT SECTOR SPDR TR | 4 | <$1K | SH |
| A | AGILENT TECHNOLOGIES INC | 7 | <$1K | SH |
| JBL | JABIL INC | 6 | <$1K | SH |
| ZION | ZIONS BANCORPORATION N A | 15 | <$1K | SH |
| APH | AMPHENOL CORP NEW | 9 | <$1K | SH |
| TROW | PRICE T ROWE GROUP INC | 6 | <$1K | SH |
| NKE | NIKE INC | 9 | <$1K | SH |
| O | REALTY INCOME CORP | 10 | <$1K | SH |
| KRG | KITE RLTY GROUP TR | 18 | <$1K | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 5 | <$1K | SH |
| APA | APA CORPORATION | 13 | <$1K | SH |
| BMI | BADGER METER INC | 1 | <$1K | SH |
| CLS | CELESTICA INC | 2 | <$1K | SH |
| HYG | ISHARES TR | 1 | <$1K | SH |
| SHY | ISHARES TR | 1 | <$1K | SH |
| COWZ | PACER FDS TR | 1 | <$1K | SH |
| DIVO | AMPLIFY ETF TR | 1 | <$1K | SH |
| USRT | ISHARES TR | 1 | <$1K | SH |
| ARKK | ARK ETF TR | 1 | <$1K | SH |
| VNLA | JANUS DETROIT STR TR | 1 | <$1K | SH |
| BND | VANGUARD BD INDEX FDS | 0 | <$1K | SH |
| ET | ENERGY TRANSFER L P | 0 | <$1K | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 0 | <$1K | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 0 | N/A | SH |