Instuitional Investor - Modern Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Modern Wealth Management, Llc |
| Portfolio Value | $8,395,465,303 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 8,110,234 | $368,934,561 | 4.39% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 4,300,875 | $201,883,050 | 2.4% | |
| 3. | KRE | 2,258,636 | $198,488,937 | 2.36% | |
| 4. | Putnam Etf Trust | 3,809,127 | $194,075,017 | 2.31% | |
| 5. | AAPL | 614,819 | $177,903,829 | 2.12% |
Hedge Fund Resource Center 
