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
RTX
Raytheon Technologies Corp

Industrials
6.52K
+ 6.91%
$114.1 - $135.66 $744K - $885K
101K $13.4M
FENY
Fidelity Covington Tr Msci Ene

ETFs
92.8K
+ 2683.19%
$23.24 - $26.16 $2.16M - $2.43M
96.2K $2.46M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
54.4K
+ 32.91%
$33.84 - $37.77 $1.84M - $2.06M
220K $8M
FNF
Fidelity National Financial, Inc.

Financial Services
10.6K
+ 5.86%
$54.25 - $65.27 $576K - $693K
192K $12.5M
ILMN
Illumina, Inc.

Healthcare
28.7K
New
$79.34 - $144.22 $2.28M - $4.14M
28.7K $2.28M
GGG
Graco Inc

Industrials
29.2K
+ 14.02%
$80.53 - $87.54 $2.35M - $2.56M
238K $19.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
15.7K
+ 10.19%
$114.57 - $118.14 $1.8M - $1.85M
170K $20.1M
WMT
Walmart Inc.

Consumer Defensive
30.4K
+ 16.08%
$84.5 - $105.05 $2.57M - $3.19M
220K $19.3M
ATR
Aptargroup, Inc.

Healthcare
24K
+ 15.16%
$141.7 - $159.83 $3.41M - $3.84M
183K $27.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
27.3K
+ 2.13%
$25.54 - $27.64 $696K - $753K
1.31M $35.7M
PFG
Principal Financial Group Inc

Financial Services
13.7K
+ 11.07%
$76.34 - $89.04 $1.04M - $1.22M
137K $11.6M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
85.5K
+ 13.23%
$77.91 - $92.26 $6.66M - $7.89M
731K $58.1M
MBB
Ishares Tr

ETFs
11.6K
+ 2.72%
$90.37 - $94.08 $1.04M - $1.09M
437K $41M
WFC
Wells Fargo & Company

Financial Services
19.9K
+ 5.62%
$66.78 - $81.42 $1.33M - $1.62M
374K $26.8M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
6.07K
+ 0.66%
$21.95 - $24.74 $133K - $150K
922K $22.3M
IYM
Ishares Tr

ETFs
13.7K
+ 1918.49%
$128.53 - $142.03 $1.76M - $1.95M
14.4K $1.94M
QCOM
Qualcomm Inc

Technology
11.7K
+ 13.55%
$151.94 - $175.86 $1.78M - $2.06M
98K $15M
MNST
Monster Beverage Corp

Consumer Defensive
15.7K
+ 10.95%
$46.16 - $58.58 $724K - $918K
159K $9.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
28.1K
+ 14.76%
$82.81 - $92.93 $2.33M - $2.61M
219K $18.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
29.5K
+ 39.12%
$67.03 - $74.61 $1.97M - $2.2M
105K $7.13M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
49.2K
+ 9.65%
$21.93 - $23.2 $1.08M - $1.14M
559K $12.8M
ZM
Zoom Video Communications, Inc.

Technology
22.7K
New
$72.23 - $88.64 $1.64M - $2.01M
22.7K $1.68M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
OMC
Omnicom Group Inc.

Communication Services
26.2K
+ 13.17%
$79.43 - $88.34 $2.08M - $2.31M
225K $18.7M
TXN
Texas Instruments Inc

Technology
7.86K
+ 17.55%
N/A
52.7K $10.3M
TMUS
T Mobile Us, Inc.

Communication Services
2K
+ 9.58%
$211.3 - $272.83 $422K - $545K
22.8K $6.09M
RDVY
First Trust Rising Dividend Ac

ETFs
25.7K
+ 55.68%
$57.22 - $63.39 $1.47M - $1.63M
71.9K $4.21M
DUHP
Dimensional ETF Tr Dimensional

ETFs
55.5K
+ 9.19%
$32.57 - $35.82 $1.81M - $1.99M
660K $21.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
26K
+ 5.4%
$40.79 - $42.32 $1.06M - $1.1M
508K $21.4M
XLI
Industrial Sector Spdr

ETFs
11.3K
+ 11.86%
$128.78 - $141.67 $1.46M - $1.6M
107K $14M
STX
Seagate Technology Holdings PLC

Technology
18.1K
+ 18.32%
$84.92 - $108.42 $1.54M - $1.97M
117K $9.95M
DSI
Ishares Msci Kld 400 Social Et

ETFs
13.9K
+ 491.7%
$101.98 - $115.66 $1.42M - $1.61M
16.8K $1.72M
CMBS
Ishares Cmbs ETF

ETFs
23.3K
+ 6.64%
$47.16 - $48.21 $1.1M - $1.12M
374K $18M
VRSN
Verisign Inc

Technology
1.54K
+ 7.19%
$205.1 - $254.74 $316K - $393K
23K $5.83M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
26.7K
+ 9.03%
$49.92 - $50.3 $1.33M - $1.34M
323K $16.2M
XLC
Select Sector Spdr Tr Communic

ETFs
14.7K
+ 7.28%
$94.84 - $105.31 $1.39M - $1.55M
216K $20.8M
CTAS
Cintas Corp

Industrials
4.24K
+ 21.63%
$182.09 - $208.14 $772K - $882K
23.8K $4.9M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
18.5K
+ 1499.84%
$69.69 - $79.99 $1.29M - $1.48M
19.7K $1.41M
TFC
Truist Financial Corp

Financial Services
54K
+ 12.58%
$39.48 - $48.15 $2.13M - $2.6M
483K $19.9M
CMCSA
Comcast Corp

Communication Services
42.4K
+ 8.78%
$33.19 - $38.23 $1.41M - $1.62M
526K $19.4M
VONE
Vanguard Russell 1000 ETF

ETFs
4.99K
+ 449.5%
$250.16 - $278.79 $1.25M - $1.39M
6.09K $1.55M
DE
Deere & CO

Industrials
2.03K
+ 36.67%
$408.57 - $509.27 $830K - $1.03M
7.57K $3.55M
XLRE
Select Sector Spdr Tr Real Est

ETFs
23.9K
+ 16.02%
$39.18 - $43.52 $938K - $1.04M
173K $7.26M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.33K
+ 21.73%
$80.53 - $147.57 $268K - $492K
18.7K $2.47M
AMAT
Applied Materials Inc

Technology
22.7K
+ 18.54%
$145.06 - $195.51 $3.29M - $4.43M
145K $21M
TSN
Tyson Foods, Inc.

Consumer Defensive
17.9K
New
$54.27 - $63.81 $973K - $1.14M
17.9K $1.14M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
10.7K
+ 120.59%
$110.9 - $132.93 $1.18M - $1.42M
19.5K $2.22M
LEU
Centrus Energy Corp

Energy
18.1K
New
$62.21 - $119.74 $1.13M - $2.17M
18.1K $1.13M
OKE
Oneok Inc

Energy
13.2K
+ 7.24%
$89.57 - $109.85 $1.18M - $1.45M
195K $19.4M
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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