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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 $747,100,951
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,052,932 $103,808,528 13.89%
2.
Invesco Qqq Tr
 198,602 $81,331,521 10.88%
3.
Ishares Trust
 IEF 744,655 $55,923,598 7.48%
4.
Spdr S & P 500 Etf Trust
 SPY 111,631 $53,059,120 7.1%
5.
Ishares Trust
 IEF 294,920 $51,283,681 6.86%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)