Modern Wealth Management, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 1,305
- Total Value
- 2980051633
- Accession Number
- 0002001900-25-000003
- Form Type
- 13F-HR
- CIK
- 0002001900
- Manager Name
- Modern Wealth Management, LLC
Data Enrichment
79% identified1,025 identified280 unidentified
Holdings
1,305 positions
Manager:
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Page 10 of 34
46435G433
Shares:
61769
Value:
$2.6B
25434V500
Shares:
42355
Value:
$2.5B
464288810
Shares:
41244(+2.1%)
Value:
$2.5B(+5.3%)
464288281
Shares:
26916(+43.1%)
Value:
$2.4B(+45.6%)
132061300
Shares:
84596
Value:
$2.3B
69374H709
Shares:
58393
Value:
$2.2B
33739N108
Shares:
40765(+5.0%)
Value:
$2.1B(+3.8%)
92189F676
Shares:
9715(+10.0%)
Value:
$2.1B(-3.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
15.4K | All Managers (Combined) | $2.8M | |||
1.5K | QoQ +1.38% (+20)YoY +3.02% (+43) | All Managers (Combined) | $2.7M | ||
Pepsico Inc(PEPcusip713448108) | 18.2K | All Managers (Combined) | $2.7M | ||
Coca Cola Co(KOcusip191216100) | 37.5K | All Managers (Combined) | $2.7M | ||
61.9K | All Managers (Combined) | $2.6M | |||
31.6K | All Managers (Combined) | $2.6M | |||
(cusip46435G433)✕ | 61.8K | QoQ NEW(+61.8K) YoY NEW(+61.8K) | All Managers (Combined) | $2.6M | QoQ NEW(+$2.6M) YoY NEW(+$2.6M) |
(cusip25434V500)✕ | 42.4K | QoQ NEW(+42.4K) YoY NEW(+42.4K) | All Managers (Combined) | $2.5M | QoQ NEW(+$2.5M) YoY NEW(+$2.5M) |
(cusip464288810)✕ | 41.2K | All Managers (Combined) | $2.5M | ||
17.0K | All Managers (Combined) | $2.5M | |||
(cusip464288281)✕ | 26.9K | YoY NEW(+26.9K) | All Managers (Combined) | $2.4M | YoY NEW(+$2.4M) |
83.0K | All Managers (Combined) | $2.3M | |||
(cusip132061300)✕ | 84.6K | QoQ NEW(+84.6K) YoY NEW(+84.6K) | All Managers (Combined) | $2.3M | QoQ NEW(+$2.3M) YoY NEW(+$2.3M) |
49.4K | All Managers (Combined) | $2.2M | |||
(cusip69374H709)✕ | 58.4K | QoQ NEW(+58.4K) YoY NEW(+58.4K) | All Managers (Combined) | $2.2M | QoQ NEW(+$2.2M) YoY NEW(+$2.2M) |
32.7K | QoQ NEW(+32.7K) YoY NEW(+32.7K) | All Managers (Combined) | $2.1M | QoQ NEW(+$2.1M) YoY NEW(+$2.1M) | |
Paychex Inc(PAYXcusip704326107) | 13.8K | All Managers (Combined) | $2.1M | ||
Zoetis Inc.(ZTScusip98978V103) | 12.9K | QoQ +6.56% (+794)YoY NEW(+12.9K) | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) |
(cusip33739N108)✕ | 40.8K | All Managers (Combined) | $2.1M | ||
(cusip92189F676)✕ | 9.7K | QoQ +9.99% (-883)YoY NEW(+9.7K) | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) |