| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q2 2024 | 13.9% |
| INVESCO QQQ TR | 3 | Q2 2024 | 10.9% |
| ISHARES TR | 3 | Q2 2024 | 7.5% |
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 7.1% |
| ISHARES TR | 3 | Q2 2024 | 6.1% |
| SPDR SER TR | 3 | Q2 2024 | 4.3% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.9% |
| ISHARES TR | 3 | Q2 2024 | 6.9% |
| PACER FDS TR | 3 | Q2 2024 | 2.8% |
| WISDOMTREE TR | 3 | Q2 2024 | 2.6% |
View Modern Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-14 |
View Modern Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.