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 151–200 of 675
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWB | ISHARES TR | 2K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 5K | $500K+ | SH |
| USXF | ISHARES TR | 14K | $500K+ | SH |
| FSMB | FIRST TR EXCH TRADED FD III | 31K | $500K+ | SH |
| EIPX | FIRST TR EXCHANGE-TRADED FD | 24K | $500K+ | SH |
| MINT | PIMCO ETF TR | 6K | $500K+ | SH |
| ISD | PGIM HIGH YIELD BOND FUND IN | 43K | $500K+ | SH |
| WIT | WIPRO LTD | 200K | $500K+ | SH |
| BNY | BLACKROCK N Y MUN INCOME TRU | 60K | $500K+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 8K | $500K+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 22K | $500K+ | SH |
| XME | SPDR SER TR | 10K | $500K+ | SH |
| FTRI | FIRST TR EXCHANGE TRADED FD | 44K | $500K+ | SH |
| IWD | ISHARES TR | 3K | $500K+ | SH |
| DGT | SPDR SER TR | 4K | $500K+ | SH |
| SUB | ISHARES TR | 5K | $500K+ | SH |
| ARKB | ARK 21SHARES BITCOIN ETF | 7K | $500K+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 17K | $500K+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 12K | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 2K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| QMOM | EA SERIES TRUST | 9K | $500K+ | SH |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 21K | $500K+ | SH |
| EEM | ISHARES TR | 12K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| ESGD | ISHARES TR | 6K | $500K+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 7K | $100K–$500K | SH |
| DON | WISDOMTREE TR | 10K | $100K–$500K | SH |
| PJUL | INNOVATOR ETFS TRUST | 12K | $100K–$500K | SH |
| GJAN | FIRST TR EXCHNG TRADED FD VI | 13K | $100K–$500K | SH |
| GBF | ISHARES TR | 4K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| BLE | BLACKROCK MUNI INCOME TR II | 43K | $100K–$500K | SH |
| JPEF | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| DEED | FIRST TR EXCHNG TRADED FD VI | 20K | $100K–$500K | SH |
| VIV | TELEFONICA BRASIL SA | 49K | $100K–$500K | SH |
| DLN | WISDOMTREE TR | 5K | $100K–$500K | SH |
| DBA | INVESCO DB MULTI-SECTOR COMM | 16K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| QTEC | FIRST TR NASDAQ 100 TECH IND | 2K | $100K–$500K | SH |
| DFNL | DAVIS FUNDAMENTAL ETF TR | 10K | $100K–$500K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| IXUS | ISHARES TR | 5K | $100K–$500K | SH |
| FLQL | FRANKLIN TEMPLETON ETF TR | 7K | $100K–$500K | SH |
| AWI | ARMSTRONG WORLD INDS INC NEW | 3K | $100K–$500K | SH |
| DWLD | DAVIS FUNDAMENTAL ETF TR | 10K | $100K–$500K | SH |
| OTTR | OTTER TAIL CORP | 4K | $100K–$500K | SH |
| FXZ | FIRST TR EXCHANGE TRADED FD | 6K | $100K–$500K | SH |