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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 $4,006,154,478
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 226,722 $125,069,110 3.12%
2.
Spdr Series Trust
 1,598,745 $119,729,959 2.99%
3.
Ishares Trust
 IEF 1,083,991 $119,347,450 2.98%
4.
Janus Detroit Str Tr
 2,273,484 $115,379,299 2.88%
5.
Spdr S & P 500 Etf Trust
 SPY 137,516 $84,964,512 2.12%
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)