Modern Wealth Management, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Modern Wealth Management, LLC
Data Enrichment
79% identified
1,025 identified280 unidentified

Holdings

1,305 positions
Manager:
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Page 27 of 34
NISOURCE INC.
Shares:
7450(-3.1%)
Value:
$298.7M(+5.7%)
ROYAL BANK OF CANADA
Shares:
2647
Value:
$298.3M
14021D107
Shares:
9520(+15.0%)
Value:
$294.9M(+13.9%)
032108664
Shares:
4104(+0.0%)
Value:
$294.7M(-3.6%)
LKQ CORP
Shares:
6914(+2.0%)
Value:
$294.1M(+18.1%)
AFLAC INC
Shares:
2628(-4.0%)
Value:
$292.2M(+3.1%)
46429B655
Shares:
5693
Value:
$290.6M
CHECK POINT SOFTWARE TECHNOLOGIES LTD
Shares:
1274
Value:
$290.4M
CHEMUNG FINANCIAL CORP
Shares:
6101
Value:
$290.2M
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Shares:
18732
Value:
$289.6M
03073E105
Shares:
1039
Value:
$289.0M
97717W315
Shares:
6842(+24.3%)
Value:
$287.9M(+29.2%)
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC
Shares:
13020(-5.1%)
Value:
$287.4M(+0.2%)
MASCO CORP /DE/
Shares:
4129(+2.7%)
Value:
$287.2M(-1.6%)
MARSH & MCLENNAN COMPANIES, INC.
Shares:
1176
Value:
$286.9M
78464A649
Shares:
11170(-41.4%)
Value:
$285.3M(-40.1%)
72201R817
Shares:
2946(-16.7%)
Value:
$285.1M(-15.3%)
VODAFONE GROUP PUBLIC LTD CO
Shares:
30371
Value:
$284.6M
ECOLAB INC.
Shares:
1121
Value:
$284.2M
46137V837
Shares:
2831(+0.0%)
Value:
$283.0M(-7.1%)