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 201–250 of 675
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FENI | FIDELITY COVINGTON TRUST | 12K | $100K–$500K | SH |
| FEX | FIRST TR LRGE CP CORE ALPHA | 3K | $100K–$500K | SH |
| IYF | ISHARES TR | 3K | $100K–$500K | SH |
| VIS | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 7K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 874 | $100K–$500K | SH |
| SPYD | SPDR SER TR | 7K | $100K–$500K | SH |
| BIL | SPDR SER TR | 4K | $100K–$500K | SH |
| JPIN | J P MORGAN EXCHANGE TRADED F | 6K | $100K–$500K | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 12K | $100K–$500K | SH |
| SHYD | VANECK ETF TRUST | 14K | $100K–$500K | SH |
| EMXF | ISHARES TR | 8K | $100K–$500K | SH |
| SRLN | SSGA ACTIVE ETF TR | 8K | $100K–$500K | SH |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 10K | $100K–$500K | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 19K | $100K–$500K | SH |
| FNOV | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| AAPL | APPLE INC | 1K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 3K | $100K–$500K | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 10K | $100K–$500K | SH |
| HACK | AMPLIFY ETF TR | 4K | $100K–$500K | SH |
| FLOT | ISHARES TR | 6K | $100K–$500K | SH |
| CHMG | CHEMUNG FINL CORP | 6K | $100K–$500K | SH |
| DEM | WISDOMTREE TR | 7K | $100K–$500K | SH |
| RNP | COHEN & STEERS REIT & PFD & | 13K | $100K–$500K | SH |
| SPAB | SPDR SER TR | 11K | $100K–$500K | SH |
| CORP | PIMCO ETF TR | 3K | $100K–$500K | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| JRI | NUVEEN REAL ASSET INCOME & G | 22K | $100K–$500K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 23K | $100K–$500K | SH |
| VCR | VANGUARD WORLD FD | 851 | $100K–$500K | SH |
| NOBL | PROSHARES TR | 3K | $100K–$500K | SH |
| FNDB | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| ACWI | ISHARES TR | 2K | $100K–$500K | SH |
| RWJ | INVESCO EXCH TRADED FD TR II | 7K | $100K–$500K | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 7K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| IEUR | ISHARES TR | 4K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 9K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 618 | $100K–$500K | SH |
| PCY | INVESCO EXCH TRADED FD TR II | 13K | $100K–$500K | SH |
| IWS | ISHARES TR | 2K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| VAW | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| FMDE | FIDELITY COVINGTON TRUST | 8K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 5K | $100K–$500K | SH |
| VTES | VANGUARD WELLINGTON FD | 2K | $100K–$500K | SH |
| AVEM | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| IEFA | ISHARES TR | 3K | $100K–$500K | SH |