Modern Wealth Management, LLC

Q1 2025 13F Holdings Report, Options Holdings

Signature - Title
James Rankin - Chief Compliance Officer
Location
Lenexa, KS
Options holdings as of
March 31, 2025
Notional value $
$0
Number of holdings
1
Date filed
5/15/2025, 11:22 AM
Description
All US holdings of this investor are reported in this report.
Previous filing
Q4 2024 - May 30, 2025
Stock holdings
Showing options holdings, see here for stock holdings
This filing has been restated, see here for the amended filing
Filing 2025 Q1 compared to 2024 Q4 - Restatement by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
James Rankin Chief Compliance Officer Lenexa, Kansas 5/15/2025

Other Included Managers (5):

Num Name Location File Number
3 Orion Portfolio Solutions, LLC Omaha, NE 028-20154
1 Alliancebernstein L.P. Nashville, TN 028-10562
4 SpiderRock Advisors, LLC Wilimington, DE 028-18017
5 VISE AI Advisors
7 Advisors Capital Management, LLC Ridgewood, NJ 028-11543