Ae Wealth Management LLC Purchases in Q1 2025

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AZN
Astrazeneca PLC

Healthcare
285
+ 3.03%
$65.37 - $77.96 $18.6K - $22.2K
9.68K $711K
MELI
Mercadolibre Inc

Consumer Cyclical
26
+ 14.36%
$1739.0 - $2260.0 $45.2K - $58.8K
207 $403K
VDC
Vanguard Consumer Staples ETF

ETFs
326
+ 10.49%
$206.54 - $226.16 $67.3K - $73.7K
3.43K $751K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
632
+ 2.52%
$73.78 - $76.59 $46.6K - $48.4K
25.7K $1.97M
NSC
Norfolk Southern Corp

Industrials
345
+ 6.54%
$227.69 - $259.76 $78.6K - $89.6K
5.62K $1.33M
WRB
Berkley W R Corp

Financial Services
487
+ 10.39%
$56.7 - $71.27 $27.6K - $34.7K
5.18K $368K
VAW
Vanguard Materials ETF

ETFs
495
+ 123.75%
$185.71 - $202.46 $91.9K - $100K
895 $168K
TDOC
Teladoc Health, Inc.

Healthcare
11.7K
New
$7.96 - $14.33 $93.4K - $168K
11.7K $93K
FTNT
Fortinet, Inc.

Technology
890
+ 19.92%
$92.49 - $114.57 $82.3K - $102K
5.36K $515K
BBY
Best Buy CO Inc

Consumer Cyclical
22.5K
+ 17.55%
$70.3 - $91.1 $1.58M - $2.05M
151K $11.1M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
906
+ 45.23%
$108.02 - $120.45 $97.9K - $109K
2.91K $320K
LNC
Lincoln National Corp

Financial Services
261
+ 1.37%
$30.06 - $39.23 $7.85K - $10.2K
19.3K $694K
TBI
True Blue, Inc.

Industrials
6.97K
+ 55.15%
N/A
19.6K $249K
CHKP
Check Point Software Technologies LTD

Technology
82
+ 4.92%
$179.88 - $231.31 $14.8K - $19K
1.75K $398K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.55K
+ 19.99%
$21.23 - $23.75 $118K - $132K
33.3K $717K
HYD
Vaneck High Yield Muni ETF

ETFs
1.71K
+ 56.48%
$50.79 - $52.53 $86.7K - $89.7K
4.73K $242K
PSLV
Sprott Physical Silver Trust

Financial Services
1.34K
+ 3.76%
$9.86 - $11.68 $13.2K - $15.6K
37K $428K
IBND
Spdr Bloomberg International C

ETFs
1.2K
+ 2.82%
$27.72 - $29.79 $33.2K - $35.6K
43.6K $1.29M
SYK
Stryker Corp

Healthcare
146
+ 6.73%
$355.18 - $399.9 $51.9K - $58.4K
2.32K $862K
HIG
Hartford Financial Services Group, Inc.

Financial Services
396
+ 19.73%
$106.31 - $123.73 $42.1K - $49K
2.4K $297K
SPFF
Global X Superincome Preferred

ETFs
9.76K
+ 29.04%
$8.97 - $9.5 $87.6K - $92.8K
43.4K $389K
OTIS
Otis Worldwide Corp

Industrials
434
+ 14.57%
$90.77 - $104.01 $39.4K - $45.1K
3.41K $352K
HTZ
Hertz Global Holdings, Inc

Industrials
19.4K
New
$3.3 - $4.5 $64K - $87.2K
19.4K $76K
WELL
Welltower Inc.

Real Estate
151
+ 7.82%
$124.05 - $156.86 $18.7K - $23.7K
2.08K $319K
CME
Cme Group Inc.

Financial Services
170
+ 18.38%
$225.82 - $266.54 $38.4K - $45.3K
1.1K $290K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 21.91%
$65.27 - $71.18 $77.8K - $84.8K
6.63K $439K
FRI
First Tr S&P Reit Index Fd

ETFs
2.27K
+ 2.99%
$26.34 - $28.74 $59.8K - $65.3K
78.2K $2.15M
BWX
Spdr Bloomberg International T

ETFs
3.35K
+ 122.93%
$20.94 - $22.04 $70.2K - $73.9K
6.08K $132K
SAN
Banco Santander, S.A.

Financial Services
11K
New
$4.46 - $7.14 $49K - $78.5K
11K $73K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2K
+ 84.7%
$39.02 - $42.89 $78.2K - $86K
4.37K $172K
TXT
Textron Inc

Industrials
2.49K
+ 9.95%
$70.19 - $81.2 $175K - $202K
27.5K $1.99M
VNQ
Vanguard Specialized Funds Van

ETFs
438
+ 1.99%
$85.55 - $94.34 $37.5K - $41.3K
22.4K $2.03M
QPFF
American Centy ETF Tr Quality
2.06K
+ 244.18%
$35.38 - $36.78 $72.7K - $75.6K
2.9K $102K
ROK
Rockwell Automation, Inc

Industrials
416
+ 31.71%
$255.29 - $303.75 $106K - $126K
1.73K $446K
PRAY
Shp ETF Tr Fis Biblically Resp
2.94K
+ 16.64%
$27.81 - $30.22 $81.8K - $88.9K
20.6K $586K
PWV
Invesco Exchange Traded Fd Tr

ETFs
1.18K
+ 8414.29%
$56.58 - $60.89 $66.7K - $71.7K
1.19K $70K
VOOV
Vanguard S&P 500 Value ETF

ETFs
378
+ 12.31%
$179.71 - $192.06 $67.9K - $72.6K
3.45K $635K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.34K
New
$29.68 - $32.59 $69.5K - $76.3K
2.34K $69K
ADSK
Autodesk, Inc.

Technology
278
+ 16.0%
N/A
2.02K $495K
ITW
Illinois Tool Works Inc

Industrials
335
+ 12.0%
$244.9 - $274.48 $82K - $92K
3.13K $775K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.11K
+ 19.43%
$27.64 - $28.58 $58.2K - $60.2K
12.9K $369K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
2.22K
+ 50.79%
$32.13 - $33.82 $71.2K - $74.9K
6.58K $212K
PSTG
Pure Storage, Inc.

Technology
3.81K
+ 63.83%
$44.27 - $72.37 $169K - $276K
9.78K $432K
GWW
W.W. Grainger, Inc.

Industrials
86
+ 29.86%
$953.54 - $1132.42 $82K - $97.4K
374 $369K
ABNB
Airbnb, Inc.

Consumer Cyclical
716
+ 44.28%
$119.38 - $161.42 $85.5K - $116K
2.33K $278K
CTVA
Corteva, Inc.

Basic Materials
367
+ 5.19%
$55.94 - $66.15 $20.5K - $24.3K
7.44K $468K
BR
Broadridge Financial Solutions, Inc.

Technology
198
+ 19.02%
$221.46 - $244.83 $43.8K - $48.5K
1.24K $300K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
10.2K
New
$5.62 - $10.15 $57.5K - $104K
10.2K $64K
GLW
Corning Inc

Technology
1.58K
+ 32.16%
$44.91 - $54.25 $70.8K - $85.5K
6.48K $296K
Activity Summary
Buys All Purchases 994 New Holdings 192 Increased Positions 802 Sells All Sells 902 Reductions 902 Sold out 0 Options Calls 0 Puts 0
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