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 251–300 of 675
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PSA | PUBLIC STORAGE OPER CO | 802 | $100K–$500K | SH |
| BRW | SABA CAPITAL INCOME & OPRNT | 31K | $100K–$500K | SH |
| IJK | ISHARES TR | 3K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 8K | $100K–$500K | SH |
| MPW | MEDICAL PPTYS TRUST INC | 39K | $100K–$500K | SH |
| TKC | TURKCELL ILETISIM HIZMETLERI | 37K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| SGOL | ETFS GOLD TR | 8K | $100K–$500K | SH |
| ESML | ISHARES TR | 6K | $100K–$500K | SH |
| JSI | JANUS DETROIT STR TR | 4K | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| DSI | ISHARES TR | 2K | $100K–$500K | SH |
| DBMF | LITMAN GREGORY FDS TR | 9K | $100K–$500K | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| STNC | HENNESSY FDS TR | 7K | $100K–$500K | SH |
| XLB | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| MGC | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| VOX | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| BALT | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| DGS | WISDOMTREE TR | 4K | $100K–$500K | SH |
| IBB | ISHARES TR | 2K | $100K–$500K | SH |
| RCS | PIMCO STRATEGIC INCOME FD | 31K | $100K–$500K | SH |
| ACP | ABRDN INCOME CREDIT STRATEGI | 32K | $100K–$500K | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 13K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 990 | $100K–$500K | SH |
| MUB | ISHARES TR | 2K | $100K–$500K | SH |
| TIP | ISHARES TR | 2K | $100K–$500K | SH |
| ITOT | ISHARES TR | 1K | $100K–$500K | SH |
| V | VISA INC | 492 | $100K–$500K | SH |
| EFA | ISHARES TR | 2K | $100K–$500K | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 13K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 3K | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 19K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 5K | $100K–$500K | SH |
| EMF | TEMPLETON EMERGING MKTS FD | 12K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 283 | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD INC | 15K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 905 | $100K–$500K | SH |
| PKST | PEAKSTONE REALTY TRUST | 11K | $100K–$500K | SH |
| RFI | COHEN & STEERS TOTAL RETURN | 12K | $100K–$500K | SH |
| GNL | GLOBAL NET LEASE INC | 17K | $100K–$500K | SH |
| DSM | BNY MELLON STRATEGIC MUN BD | 24K | $100K–$500K | SH |
| PSEC | PROSPECT CAP CORP | 33K | $100K–$500K | SH |
| BOE | BLACKROCK ENHANCED GLOBAL DI | 11K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 627 | $100K–$500K | SH |
| STIP | ISHARES TR | 1K | $100K–$500K | SH |
| CHI | CALAMOS CONV OPPORTUNITIES & | 12K | $100K–$500K | SH |
| GLDM | WORLD GOLD TR | 2K | $100K–$500K | SH |
| IAGG | ISHARES TR | 2K | $100K–$500K | SH |