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Disclosery

13F-HR/A filed by Modern Wealth Management, LLC

Modern Wealth Management, LLC filed this 13F-HR/A for the quarter ended 2023-12-31, filed 2025-05-28, with 7 holding rows worth $1,674,899.

Accession
0002001900-25-000006
Filer
CIK 2001900
Filed
2025-05-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, amendment of type new holdings, 17 entries on the cover page, a total value of $1,674,899 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,674,899 with VALUE read as dollars as filed, 13F file number 028-23804. Its rows are added to the quarter's base report (NEW HOLDINGS). The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Elevance Health, Inc.036752103COM779$367,348dollars as filed
MARATHON PETE CORP COM56585A102Stock2,145$318,159dollars as filed
VGT92204A702SHS618$299,108dollars as filed
JPMorgan Chase & Co46625H100COM1,364$231,995dollars as filed
Pfizer Inc.717081103COM7,653$220,327dollars as filed
Broadcom Inc.11135F101COM187$208,262dollars as filed
URANIUM RTY CORP91702V101COM11,000$29,700dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002001900-24-000002 superseded2024-02-14acceptance time not in the bulk data set
13F-HR/A 0002001900-25-000005 base2025-05-28acceptance time not in the bulk data set
13F-HR/A 0002001900-25-000006this filing2025-05-28acceptance time not in the bulk data set