Modern Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
1,025 identified280 unidentified

Holdings

1,305 positions
Manager:
SEC
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Page 12 of 34
DTE ENERGY CO
DTE|233331107
Shares:
12848(-1.2%)
Value:
$1.8B(+13.2%)
DOW INC.
DOW|260557103
Shares:
50847(-30.5%)
Value:
$1.8B(-39.5%)
316092881
316092881
Shares:
36465(+1.4%)
Value:
$1.8B(+1.7%)
DEERE & CO
DE|244199105
Shares:
3733(-1.9%)
Value:
$1.8B(+8.7%)
69344A800
69344A800
Shares:
41601(+0.3%)
Value:
$1.7B(+2.3%)
464287705
IJJ|464287705
Shares:
14482
Value:
$1.7B
NIKE, Inc.
NKE|654106103
Shares:
26970(+5.4%)
Value:
$1.7B(-11.6%)
92189F684
92189F684
Shares:
7542(+1.1%)
Value:
$1.7B(+1.8%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
10917(+5.2%)
Value:
$1.7B(+5.2%)
Walt Disney Co
DIS|254687106
Shares:
16940(+7.2%)
Value:
$1.7B(-5.0%)
MONOLITHIC POWER SYSTEMS INC
MPWR|609839105
Shares:
2860(+19.2%)
Value:
$1.7B(+16.8%)
MICRON TECHNOLOGY INC
MU|595112103
Shares:
18972(-3.6%)
Value:
$1.6B(-0.5%)
464288182
AAXJ|464288182
Shares:
22214(+13.0%)
Value:
$1.6B(+15.9%)
464287101
464287101
Shares:
5962
Value:
$1.6B
LINCOLN ELECTRIC HOLDINGS INC
LECO|533900106
Shares:
8531
Value:
$1.6B
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
2
Value:
$1.6B
Uber Technologies, Inc
UBER|90353T100
Shares:
21623
Value:
$1.6B
Medtronic plc
MDT|G5960L103
Shares:
17463(+25.4%)
Value:
$1.6B(+41.0%)
922907746
VTEB|922907746
Shares:
31565(+36.8%)
Value:
$1.6B(+35.4%)
46432F396
MTUM|46432F396
Shares:
7731(+31.2%)
Value:
$1.6B(+28.2%)