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 301–350 of 675
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JOBY | JOBY AVIATION INC | 18K | $100K–$500K | SH |
| IEF | ISHARES TR | 1K | $100K–$500K | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 2K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 13K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 977 | $100K–$500K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| EMB | ISHARES TR | 1K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 1K | $100K–$500K | SH |
| META | META PLATFORMS INC | 176 | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 2K | $100K–$500K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 12K | $50K–$100K | SH |
| MA | MASTERCARD INCORPORATED | 159 | $50K–$100K | SH |
| KMB | KIMBERLY-CLARK CORP | 599 | $50K–$100K | SH |
| LLY | ELI LILLY & CO | 102 | $50K–$100K | SH |
| PHX | PHX MINERALS INC | 21K | $50K–$100K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 496 | $50K–$100K | SH |
| UNH | UNITEDHEALTH GROUP INC | 144 | $50K–$100K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 1K | $50K–$100K | SH |
| DTM | DT MIDSTREAM INC | 767 | $50K–$100K | SH |
| NRO | NEUBERGER BERMAN REAL ESTATE | 22K | $50K–$100K | SH |
| SPIB | SPDR SER TR | 2K | $50K–$100K | SH |
| XOM | EXXON MOBIL CORP | 572 | $50K–$100K | SH |
| VOO | VANGUARD INDEX FDS | 129 | $50K–$100K | SH |
| JPM | JPMORGAN CHASE & CO. | 270 | $50K–$100K | SH |
| IWF | ISHARES TR | 178 | $50K–$100K | SH |
| SPTI | SPDR SER TR | 2K | $50K–$100K | SH |
| BKNG | BOOKING HOLDINGS INC | 13 | $50K–$100K | SH |
| IJS | ISHARES TR | 580 | $50K–$100K | SH |
| AVGO | BROADCOM INC | 336 | $50K–$100K | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 228 | $50K–$100K | SH |
| SPYV | SPDR SER TR | 1K | $50K–$100K | SH |
| LOW | LOWES COS INC | 228 | $50K–$100K | SH |
| VTEB | VANGUARD MUN BD FDS | 1K | $50K–$100K | SH |
| GWW | GRAINGER W W INC | 49 | $15K–$50K | SH |
| SPSB | SPDR SER TR | 2K | $15K–$50K | SH |
| COST | COSTCO WHSL CORP NEW | 50 | $15K–$50K | SH |
| IVV | ISHARES TR | 83 | $15K–$50K | SH |
| AZO | AUTOZONE INC | 12 | $15K–$50K | SH |
| CDW | CDW CORP | 284 | $15K–$50K | SH |
| SHEL | SHELL PLC | 597 | $15K–$50K | SH |
| FLTR | VANECK ETF TRUST | 2K | $15K–$50K | SH |
| PG | PROCTER AND GAMBLE CO | 243 | $15K–$50K | SH |
| GORO | GOLD RESOURCE CORP | 80K | $15K–$50K | SH |
| PRU | PRUDENTIAL FINL INC | 362 | $15K–$50K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 28 | $15K–$50K | SH |
| ORCL | ORACLE CORP | 278 | $15K–$50K | SH |
| SPEM | SPDR INDEX SHS FDS | 979 | $15K–$50K | SH |
| UL | UNILEVER PLC | 646 | $15K–$50K | SH |
| HD | HOME DEPOT INC | 105 | $15K–$50K | SH |
| TSLA | TESLA INC | 147 | $15K–$50K | SH |