Modern Wealth Management, LLC
Position in MAR — Marriott International Inc /Md/
CIK 2001900
KANSAS CITY, MO
Position in MAR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,820,705
+$805,810 QoQ
Shares Held
4,913
+58.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#652
of 1,737 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,058,964 across 2 Lodging names. MAR ranks #1 (88.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
4,913 | $1,820,705 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
721 | $238,259 |
All Filings in MAR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,820,705 | 4,913 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,014,895 | 3,103 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $557,809 | 1,798 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $457,070 | 1,755 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $482,761 | 1,767 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $392,075 | 1,646 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $221,197 | 793 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||