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Home > Institutional Investor > Modern Wealth Management, Llc > Profile

Instuitional Investor - Modern Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Modern Wealth Management, Llc
Portfolio Value $3,128,656,223
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,694,483 $115,241,789 3.68%
2.
Spdr S & P 500 Etf Trust
 SPY 186,723 $104,450,948 3.33%
3.
Ishares Trust
 IEF 1,105,387 $102,613,053 3.27%
4.
Janus Detroit Str Tr
 1,898,774 $96,286,826 3.07%
5.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 207,728 $87,220,680 2.78%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)