MODERN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 461K | $117.33M |
 | KMI | 391K | $11.07M |
 | FSK | 386K | $5.77M |
 | BEN | 379K | $8.77M |
 | BTI | 278K | $14.77M |
 | NEE | 257K | $19.42M |
 | WIT | 215K | $566.40K |
 | MSFT | 200K | $103.58M |
 | NVDA | 178K | $33.20M |
 | FSCO | 168K | $1.16M |
 | AMZN | 157K | $34.53M |
 | JPM | 156K | $49.17M |
 | GOOGL | 152K | $36.94M |
 | GBCI | 138K | $6.72M |
 | TSM | 130K | $36.26M |
 | CVX | 121K | $18.86M |
 | HON | 119K | $25.04M |
 | XOM | 119K | $13.39M |
 | PECO | 111K | $3.82M |
 | CSCO | 103K | $7.05M |
Apple Inc.
AAPL
Shares Held
461K
Value
$117.33M
Kinder Morgan, Inc.
KMI
Shares Held
391K
Value
$11.07M
FS KKR Capital Corp.
FSK
Shares Held
386K
Value
$5.77M
Franklin Resources, Inc.
BEN
Shares Held
379K
Value
$8.77M
British American Tobacco p.l.c.
BTI
Shares Held
278K
Value
$14.77M
NextEra Energy, Inc.
NEE
Shares Held
257K
Value
$19.42M
Wipro Limited
WIT
Shares Held
215K
Value
$566.40K
Microsoft Corporation
MSFT
Shares Held
200K
Value
$103.58M
NVIDIA Corporation
NVDA
Shares Held
178K
Value
$33.20M
FS Credit Opportunities Corp.
FSCO
Shares Held
168K
Value
$1.16M
Amazon.com, Inc.
AMZN
Shares Held
157K
Value
$34.53M
JPMorgan Chase & Co.
JPM
Shares Held
156K
Value
$49.17M
Alphabet Inc.
GOOGL
Shares Held
152K
Value
$36.94M
Glacier Bancorp, Inc.
GBCI
Shares Held
138K
Value
$6.72M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
130K
Value
$36.26M
Chevron Corporation
CVX
Shares Held
121K
Value
$18.86M
Honeywell International Inc.
HON
Shares Held
119K
Value
$25.04M
Exxon Mobil Corporation
XOM
Shares Held
119K
Value
$13.39M
Phillips Edison & Company, Inc.
PECO
Shares Held
111K
Value
$3.82M
Cisco Systems, Inc.
CSCO
Shares Held
103K
Value
$7.05M