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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 $2,857,427,090
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,677,632 $123,574,383 4.32%
2.
Invesco Qqq Tr
 210,631 $111,476,375 3.9%
3.
Ishares Trust
 IEF 878,202 $92,773,225 3.24%
4.
Spdr S & P 500 Etf Trust
 SPY 148,609 $89,885,907 3.14%
5.
Janus Detroit Str Tr
 1,482,975 $75,498,278 2.64%
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)