Modern Wealth Management, LLC

Q4 2024 13F Detailed Holdings

Location
Lenexa, KS
Holdings as of
12/31/2024
Value ($000)
$2,673,555
Num holdings
1,377
Date filed
5/30/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
5/30/2025
Next filing
5/15/2025
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
2 Orion Portfolio Solutions, LLC 028-20154
3 ALLIANCEBERNSTEIN L.P. 028-10562
5 VISE AI Advisors
7 Advisors Capital Management, LLC 028-11543
8 SpiderRock Advisors, LLC 028-18017
11 Brinker Capital Investments, LLC 028-11877
12 Greenrock Research, Inc.