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 13 of 34
46138E735
Shares:
44988
Value:
$1.5B
46140H700
Shares:
77505(+21.7%)
Value:
$1.5B(+23.9%)
92840R101
Shares:
121962(+1.7%)
Value:
$1.5B(-2.3%)
025072232
Shares:
20608(+215.5%)
Value:
$1.5B(+210.3%)
14020X104
Shares:
49810(-1.4%)
Value:
$1.4B(-4.4%)
69344A107
Shares:
27764(+157.8%)
Value:
$1.4B(+158.8%)
46435G250
Shares:
28825(+5.9%)
Value:
$1.4B(+6.0%)
33733E302
Shares:
6002(+1.3%)
Value:
$1.3B(-7.4%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 5.5K | All Managers (Combined) | $1.6M | |||
| 18.1K | YoY NEW(+18.1K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) | |
(cusip46138E735)✕ | 45.0K | QoQ NEW(+45.0K) YoY NEW(+45.0K) | All Managers (Combined) | $1.5M | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) |
(cusip46140H700)✕ | 77.5K | YoY NEW(+77.5K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
| 9.8K | QoQ +7.59% (-694)YoY NEW(+9.8K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) | |
| 132.2K | YoY NEW(+132.2K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) | |
(cusip92840R101)✕ | 122.0K | YoY NEW(+122.0K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
| 1.0K | QoQ +3.09% (+31)YoY +8.63% (+82) | All Managers (Combined) | $1.5M | ||
Intel Corp(INTCcusip458140100) | 65.0K | All Managers (Combined) | $1.5M | ||
(cusip025072232)✕ | 20.6K | YoY NEW(+20.6K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
Accenture Plc(ACNcusipG1151C101) | 4.7K | All Managers (Combined) | $1.5M | ||
| 11.9K | YoY NEW(+11.9K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) | |
| 13.1K | QoQ -4.72% (-648)YoY NEW(+13.1K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) | |
(cusip14020X104)✕ | 49.8K | QoQ -1.37% (-693)YoY NEW(+49.8K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |
(cusip69344A107)✕ | 27.8K | YoY NEW(+27.8K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |
| 61.6K | All Managers (Combined) | $1.4M | |||
(cusip46435G250)✕ | 28.8K | YoY NEW(+28.8K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |
| 9.2K | All Managers (Combined) | $1.4M | |||
| 12.3K | YoY NEW(+12.3K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) | |
(cusip33733E302)✕ | 6.0K | QoQ +1.33% (-79)YoY NEW(+6.0K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) |