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 351–400 of 675
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USB | US BANCORP DEL | 881 | $15K–$50K | SH |
| COR | CENCORA INC | 133 | $15K–$50K | SH |
| SAP | SAP SE | 137 | $15K–$50K | SH |
| RELX | RELX PLC | 731 | $15K–$50K | SH |
| AZN | ASTRAZENECA PLC | 492 | $15K–$50K | SH |
| CVS | CVS HEALTH CORP | 529 | $15K–$50K | SH |
| JNJ | JOHNSON & JOHNSON | 214 | $15K–$50K | SH |
| MS | MORGAN STANLEY | 302 | $15K–$50K | SH |
| MBB | ISHARES TR | 360 | $15K–$50K | SH |
| ABBV | ABBVIE INC | 158 | $15K–$50K | SH |
| JAAA | JANUS DETROIT STR TR | 652 | $15K–$50K | SH |
| WMT | WALMART INC | 375 | $15K–$50K | SH |
| NVO | NOVO-NORDISK A S | 473 | $15K–$50K | SH |
| ASML | ASML HOLDING N V | 49 | $15K–$50K | SH |
| BLK | BLACKROCK INC | 34 | $15K–$50K | SH |
| SPHY | SPDR SER TR | 1K | $15K–$50K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 308 | $15K–$50K | SH |
| ASRV | AMERISERV FINL INC | 13K | $15K–$50K | SH |
| RTX | RTX CORPORATION | 234 | $15K–$50K | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 404 | $15K–$50K | SH |
| MCD | MCDONALDS CORP | 99 | $15K–$50K | SH |
| ELV | ELEVANCE HEALTH INC | 70 | $15K–$50K | SH |
| KR | KROGER CO | 437 | $15K–$50K | SH |
| QUAL | ISHARES TR | 171 | $15K–$50K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 351 | $15K–$50K | SH |
| MCK | MCKESSON CORP | 42 | $15K–$50K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 626 | $15K–$50K | SH |
| SPGI | S&P GLOBAL INC | 55 | $15K–$50K | SH |
| PM | PHILIP MORRIS INTL INC | 177 | $15K–$50K | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 124 | $15K–$50K | SH |
| SPYG | SPDR SER TR | 345 | $15K–$50K | SH |
| PEP | PEPSICO INC | 184 | $15K–$50K | SH |
| QCOM | QUALCOMM INC | 178 | $15K–$50K | SH |
| ABT | ABBOTT LABS | 203 | $15K–$50K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 156 | $15K–$50K | SH |
| EQC | EQUITY COMWLTH | 17K | $15K–$50K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 289 | $15K–$50K | SH |
| CVX | CHEVRON CORP NEW | 157 | $15K–$50K | SH |
| MMC | MARSH & MCLENNAN COS INC | 107 | $15K–$50K | SH |
| UNP | UNION PAC CORP | 111 | $15K–$50K | SH |
| SPTM | SPDR SER TR | 383 | $15K–$50K | SH |
| LIN | LINDE PLC | 56 | $15K–$50K | SH |
| INTU | INTUIT | 42 | $15K–$50K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 193 | $15K–$50K | SH |
| SCHW | SCHWAB CHARLES CORP | 324 | $15K–$50K | SH |
| KO | COCA COLA CO | 348 | $15K–$50K | SH |
| CRM | SALESFORCE INC | 90 | $15K–$50K | SH |
| IYW | ISHARES TR | 171 | $15K–$50K | SH |
| TJX | TJX COS INC NEW | 195 | $15K–$50K | SH |
| SPSM | SPDR SER TR | 579 | $15K–$50K | SH |