Modern Wealth Management, LLC Q3 2024 Filing
Filed November 5, 2024
Portfolio Value
$1.6B
Holdings
441
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (441 positions)
| Stock | Value |
|---|---|
STNCHENNESSY FDS TR | $223K |
VOXVANGUARD WORLD FD | $222K |
NEMNEWMONT CORP | $222K |
JOEST JOE CO | $221K |
DLNWISDOMTREE TR | $219K |
BITBBITWISE BITCOIN ETF TR | $219K |
MCKMCKESSON CORP | $218K |
NADNUVEEN QUALITY MUNCP INCOME | $218K |
DDDUPONT DE NEMOURS INC | $217K |
DOWDOW INC | $217K |
NVONOVO-NORDISK A S | $215K |
MGMMGM RESORTS INTERNATIONAL | $214K |
INDAISHARES TR | $212K |
AMDADVANCED MICRO DEVICES INC | $211K |
DFAXDIMENSIONAL ETF TRUST | $209K |
SPYCSIMPLIFY EXCHANGE TRADED FUN | $208K |
JBBBJANUS DETROIT STR TR | $207K |
NVSNNOVARTIS AG | $206K |
IUSGISHARES TR | $202K |
PSXPHILLIPS 66 | $200K |
IWVISHARES TR | $200K |
SHWSHERWIN WILLIAMS CO | $200K |
GNLGLOBAL NET LEASE INC | $197K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $196K |
PTYPIMCO CORPORATE & INCOME OPP | $177K |
ETWEATON VANCE TAX-MANAGED GLOB | $167K |
NZFNUVEEN MUNICIPAL CREDIT INC | $163K |
PSECPROSPECT CAP CORP | $159K |
RFICOHEN & STEERS TOTAL RETURN | $151K |
DNPDNP SELECT INCOME FD INC | $148K |
DSMBNY MELLON STRATEGIC MUN BD | $147K |
XEXGXEATON VANCE TAX-MANAGED GLOB | $103K |
USALIBERTY ALL STAR EQUITY FD | $88K |
PHXUSDPHX MINERALS INC | $71K |
JOBYJOBY AVIATION INC | $70K |
BTCGBPGRAYSCALE BITCOIN MINI TR BT | $69K |
GOROGOLD RESOURCE CORP | $49K |
URCURANIUM RTY CORP | $27K |
MONDQMONDEE HOLDINGS INC | $25K |
TQ80THERATECHNOLOGIES INC | $14K |
—ADVENT CONV & INCOME FD | $1K |
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