Modern Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Lenexa, KS
CIK
0002001900
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
323
1,111,129
STIP, QQQ, SPY, IVW
13F-HR
5/13/2024
000200190024000003
Q4 2023
184
747,100
STIP, QQQ, IVW, SPY
13F-HR
2/13/2024
000200190024000002