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 401–450 of 675
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CBSH | COMMERCE BANCSHARES INC | 375 | $15K–$50K | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 91 | $15K–$50K | SH |
| PAGP | PLAINS GP HLDGS L P | 1K | $15K–$50K | SH |
| AXP | AMERICAN EXPRESS CO | 86 | $15K–$50K | SH |
| SHOP | SHOPIFY INC | 238 | $15K–$50K | SH |
| CSCO | CISCO SYS INC | 364 | $15K–$50K | SH |
| WFC | WELLS FARGO CO NEW | 312 | $15K–$50K | SH |
| ACN | ACCENTURE PLC IRELAND | 71 | $15K–$50K | SH |
| BAC | BANK AMERICA CORP | 528 | $15K–$50K | SH |
| PGR | PROGRESSIVE CORP | 78 | $15K–$50K | SH |
| TXN | TEXAS INSTRS INC | 122 | $15K–$50K | SH |
| FI | FISERV INC | 98 | $15K–$50K | SH |
| ETN | EATON CORP PLC | 79 | $15K–$50K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 48 | $15K–$50K | SH |
| HON | HONEYWELL INTL INC | 99 | $15K–$50K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 42 | $15K–$50K | SH |
| COP | CONOCOPHILLIPS | 198 | $15K–$50K | SH |
| MU | MICRON TECHNOLOGY INC | 231 | $15K–$50K | SH |
| BITB | BITWISE BITCOIN ETF TR | 446 | $15K–$50K | SH |
| GS | GOLDMAN SACHS GROUP INC | 37 | $15K–$50K | SH |
| DTE | DTE ENERGY CO | 144 | $15K–$50K | SH |
| PLD | PROLOGIS INC. | 177 | $15K–$50K | SH |
| NEE | NEXTERA ENERGY INC | 278 | $15K–$50K | SH |
| OPEN | OPENDOOR TECHNOLOGIES INC | 19K | $15K–$50K | SH |
| ADI | ANALOG DEVICES INC | 96 | $15K–$50K | SH |
| UROY | URANIUM RTY CORP | 11K | $15K–$50K | SH |
| CI | THE CIGNA GROUP | 58 | $15K–$50K | SH |
| CRH | CRH PLC | 213 | $15K–$50K | SH |
| BNL | BROADSTONE NET LEASE INC | 1K | $15K–$50K | SH |
| MTD | METTLER TOLEDO INTERNATIONAL | 15 | $15K–$50K | SH |
| WSO | WATSCO INC | 34 | $15K–$50K | SH |
| USMV | ISHARES TR | 182 | $15K–$50K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 516 | $15K–$50K | SH |
| DIS | DISNEY WALT CO | 172 | $15K–$50K | SH |
| EXR | EXTRA SPACE STORAGE INC | 113 | $15K–$50K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 73 | $15K–$50K | SH |
| QQQ | INVESCO QQQ TR | 35 | $15K–$50K | SH |
| ADBE | ADOBE INC | 43 | $15K–$50K | SH |
| DHR | DANAHER CORPORATION | 80 | $15K–$50K | SH |
| MTB | M & T BK CORP | 92 | $15K–$50K | SH |
| MTUM | ISHARES TR | 81 | $15K–$50K | SH |
| ISRG | INTUITIVE SURGICAL INC | 33 | $15K–$50K | SH |
| NI | NISOURCE INC | 406 | $15K–$50K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 65 | $15K–$50K | SH |
| NFLX | NETFLIX INC | 17 | $15K–$50K | SH |
| TSN | TYSON FOODS INC | 242 | $15K–$50K | SH |
| THTX | THERATECHNOLOGIES INC | 11K | $15K–$50K | SH |
| SBUX | STARBUCKS CORP | 156 | $15K–$50K | SH |
| PNFP | PINNACLE FINL PARTNERS INC | 141 | $1K–$15K | SH |
| SO | SOUTHERN CO | 156 | $1K–$15K | SH |