Ae Wealth Management LLC Purchases in Q2 2025

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
7.6K
+ 8.31%
$38.81 - $44.28 $295K - $336K
99K $4.2M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
222
+ 7.18%
$139.8 - $197.22 $31K - $43.8K
3.31K $653K
PSN
Parsons Corp

Industrials
802
+ 10.48%
$58.88 - $71.77 $47.2K - $57.6K
8.46K $607K
DUK
Duke Energy Corp

Utilities
2.28K
+ 7.59%
$112.46 - $124.05 $256K - $283K
32.3K $3.81M
AVEM
American Centy ETF Tr Avantis

ETFs
1.78K
+ 62.19%
$53.08 - $68.54 $94.5K - $122K
4.65K $318K
NUE
Nucor Corp

Basic Materials
922
+ 32.36%
$103.22 - $131.43 $95.2K - $121K
3.77K $488K
BSMU
Invesco Exchange Self Ind Tr

ETFs
7.09K
+ 7.86%
$20.97 - $21.71 $149K - $154K
97.3K $2.09M
PSI
Invesco Exchange Traded Fd Tr

ETFs
466
+ 5.02%
$39.29 - $60.31 $18.3K - $28.1K
9.75K $584K
WELL
Welltower Inc.

Real Estate
930
+ 44.65%
$136.49 - $155.22 $127K - $144K
3.01K $463K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
5.58K
+ 4.47%
$20.12 - $21.0 $112K - $117K
130K $2.72M
ALIT
Alight, Inc.

Technology
25.3K
+ 142.08%
$4.69 - $5.89 $119K - $149K
43.2K $244K
AMP
Ameriprise Financial Inc

Financial Services
89
+ 4.81%
$422.19 - $533.73 $37.6K - $47.5K
1.94K $1.04M
EFX
Equifax Inc

Industrials
357
+ 13.24%
$205.5 - $280.54 $73.4K - $100K
3.05K $792K
KORP
American Centy ETF Tr Diversif

ETFs
2.84K
+ 36.83%
$45.37 - $47.07 $129K - $134K
10.5K $496K
NVS
Novartis Ag

Healthcare
580
+ 8.65%
$101.96 - $121.01 $59.1K - $70.2K
7.29K $882K
FEMB
First Tr ETF Emerging Markets

ETFs
4.66K
+ 1680.51%
$26.01 - $28.88 $121K - $134K
4.93K $142K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
796
+ 5.32%
$45.98 - $56.15 $36.6K - $44.7K
15.8K $885K
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
1.89K
+ 14.6%
$63.02 - $65.94 $119K - $125K
14.9K $979K
HSY
Hershey CO

Consumer Defensive
896
+ 25.99%
$151.29 - $173.13 $136K - $155K
4.34K $720K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.14K
+ 5.86%
$69.8 - $85.28 $79.6K - $97.3K
20.6K $1.71M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
3.36K
New
$31.29 - $38.89 $105K - $131K
3.36K $130K
ALL
Allstate Corp

Financial Services
739
+ 20.82%
$180.53 - $212.64 $133K - $157K
4.29K $863K
SOFI
So Fi Technologies, Inc.

Financial Services
514
+ 2.84%
$9.5 - $18.21 $4.88K - $9.36K
18.6K $339K
FRI
First Tr S&P Reit Index Fd

ETFs
6.11K
+ 7.81%
$24.01 - $27.75 $147K - $169K
84.3K $2.28M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
4.61K
+ 21.54%
$24.61 - $25.89 $113K - $119K
26K $668K
PDD
Pinduoduo Inc.

Consumer Cyclical
2K
+ 32.28%
$88.35 - $122.19 $177K - $245K
8.21K $859K
FNDF
Schwab Fundamental Intl Large

ETFs
2.41K
+ 35.39%
$32.25 - $40.02 $77.6K - $96.3K
9.21K $368K
STLD
Steel Dynamics Inc

Basic Materials
1.25K
+ 54.51%
N/A
3.53K $346K
NOCT
Innovator Growth 100 Power Buf

ETFs
1.96K
+ 72.85%
$46.13 - $54.5 $90.5K - $107K
4.65K $253K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.05K
+ 20.9%
$105.23 - $109.61 $110K - $115K
6.07K $665K
UGI
Ugi Corp

Utilities
2.01K
+ 14.98%
$30.18 - $36.59 $60.7K - $73.6K
15.4K $562K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.24K
+ 31.21%
$97.29 - $105.63 $121K - $131K
5.22K $530K
KN
Knowles Corp

Technology
4.9K
+ 37.81%
$12.76 - $17.97 $62.5K - $88.1K
17.9K $314K
UNP
Union Pacific Corp

Industrials
1.18K
+ 4.67%
$208.27 - $238.46 $246K - $281K
26.4K $6.08M
AVUS
American Centy ETF Tr Avantis

ETFs
1K
+ 60.99%
$81.38 - $100.82 $81.5K - $101K
2.65K $266K
ACHR
Archer Aviation Inc.

Industrials
10.7K
New
$6.2 - $13.3 $66.2K - $142K
10.7K $115K
NTAP
Net App, Inc.

Technology
539
+ 18.02%
$76.1 - $106.55 $41K - $57.4K
3.53K $376K
NGG
National Grid PLC

Utilities
422
+ 4.6%
$62.74 - $74.79 $26.5K - $31.6K
9.6K $714K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
163
+ 0.68%
$27.65 - $36.12 $4.51K - $5.89K
24.3K $876K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
3.62K
+ 753.33%
$23.87 - $29.82 $86.3K - $108K
4.1K $122K
MDT
Medtronic PLC

Healthcare
1.52K
+ 17.09%
$80.68 - $88.86 $123K - $135K
10.4K $908K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
2.99K
+ 37.99%
$45.92 - $50.78 $137K - $152K
10.9K $507K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.04K
+ 287.5%
$83.8 - $101.39 $86.7K - $105K
1.4K $141K
FLMI
Franklin Dynamic Municipal Bon

ETFs
4.17K
+ 47.09%
$23.57 - $24.6 $98.3K - $103K
13K $316K
ACVF
ETF Opportunities Tr American

ETFs
110
+ 0.5%
$38.25 - $47.16 $4.21K - $5.19K
22.1K $1.04M
CRSR
Corsair Gaming, Inc.

Technology
10.4K
New
$5.79 - $9.7 $60.5K - $101K
10.4K $98K
ARKW
Ark Next Generation Internet E

ETFs
550
+ 175.16%
$82.77 - $147.9 $45.5K - $81.3K
864 $127K
GM
General Motors CO

Consumer Cyclical
504
+ 1.55%
$42.48 - $50.46 $21.4K - $25.4K
33K $1.63M
AHYB
American Centy ETF Tr Select H
1.91K
+ 34.61%
$44.1 - $46.64 $84.4K - $89.2K
7.44K $347K
Activity Summary
Buys All Purchases 1087 New Holdings 146 Increased Positions 941 Sells All Sells 825 Reductions 823 Sold out 2 Options Calls 10 Puts 0
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email