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 32 of 34
53700T827
Shares:
8541
Value:
$215.8M
Snap-on Inc
Shares:
634(+6.7%)
Value:
$213.5M(+5.8%)
92206C847
Shares:
3704
Value:
$213.4M
42588P692
Shares:
7118(+0.0%)
Value:
$212.3M(-1.7%)
Autodesk, Inc.
Shares:
810(-15.4%)
Value:
$212.1M(-25.1%)
ILLINOIS TOOL WORKS INC
Shares:
848
Value:
$210.3M
921910873
Shares:
1039(+0.5%)
Value:
$209.3M(-4.8%)
EBAY INC
Shares:
3082
Value:
$208.8M
DR REDDYS LABORATORIES LTD
Shares:
15789
Value:
$208.3M
92204A884
Shares:
1401(-8.0%)
Value:
$207.8M(-11.9%)
RALPH LAUREN CORP
Shares:
937(-4.1%)
Value:
$206.9M(-8.3%)
81369Y100
Shares:
2401
Value:
$206.4M
Shares:
3705
Value:
$205.5M
L3HARRIS TECHNOLOGIES, INC. /DE/
Shares:
974
Value:
$203.9M
CVS HEALTH Corp
Shares:
3007
Value:
$203.8M
45783Y855
Shares:
6492
Value:
$203.7M
97717W281
Shares:
4180(+0.0%)
Value:
$201.9M(-1.2%)
CIENA CORP
Shares:
3335(+25.7%)
Value:
$201.5M(-10.4%)
Unum Group
Shares:
2472
Value:
$201.4M
WILLIAMS COMPANIES, INC.
Shares:
3351
Value:
$200.2M