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
CACI
Caci International Inc

Technology
2.55K
+ 62.42%
N/A
6.64K $2.84M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
10.7K
+ 8.62%
$65.44 - $70.64 $697K - $753K
134K $9.17M
DFIV
Dimensional ETF Tr

ETFs
8.66K
+ 4.74%
$35.33 - $40.77 $306K - $353K
192K $7.54M
ABT
Abbott Laboratories

Healthcare
1.94K
+ 4.78%
$111.1 - $140.22 $216K - $273K
42.6K $5.65M
JBBB
Janus Detroit Str Tr Henderson

ETFs
22K
+ 25.65%
$48.34 - $49.66 $1.06M - $1.09M
108K $5.24M
ORI
Old Republic International Corp

Financial Services
24K
+ 313.79%
$33.46 - $39.22 $804K - $943K
31.7K $1.24M
AMT
American Tower Corp

Real Estate
1.33K
+ 6.8%
$173.46 - $217.6 $231K - $290K
20.9K $4.55M
MLI
Mueller Industries Inc

Industrials
12.5K
+ 198.81%
$76.14 - $82.67 $955K - $1.04M
18.8K $1.43M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
43.5K
+ 238.04%
$20.11 - $21.21 $875K - $923K
61.8K $1.31M
GS
Goldman Sachs Group Inc

Financial Services
5.12K
+ 7.21%
$524.81 - $672.19 $2.69M - $3.44M
76.2K $41.6M
SON
Sonoco Products CO

Consumer Cyclical
26.6K
+ 12.78%
$44.71 - $49.22 $1.19M - $1.31M
234K $11.1M
EBAY
Ebay Inc

Consumer Cyclical
7.3K
+ 10.08%
$61.61 - $70.93 $450K - $518K
79.7K $5.4M
AVSC
American Centy ETF Tr Avantis
57.7K
+ 18.15%
$48.08 - $56.12 $2.77M - $3.24M
375K $18.2M
ADP
Automatic Data Processing Inc

Industrials
2.41K
+ 19.88%
$286.85 - $318.64 $691K - $767K
14.5K $4.44M
MSTR
Microstrategy Inc

Technology
3.11K
+ 39.07%
$239.27 - $396.5 $745K - $1.23M
11.1K $3.19M
ISRG
Intuitive Surgical Inc

Healthcare
2.07K
+ 32.58%
$476.63 - $610.45 $985K - $1.26M
8.41K $4.16M
LPLA
Lpl Financial Holdings Inc.

Financial Services
2.52K
+ 83.22%
$308.87 - $383.33 $778K - $966K
5.55K $1.81M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
22.8K
+ 9.31%
$25.44 - $27.95 $579K - $637K
267K $7.23M
DIHP
Dimensional ETF Tr Dimensional

ETFs
14.6K
+ 5.84%
$25.1 - $27.85 $366K - $407K
265K $7.13M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
18K
+ 27227.27%
$39.53 - $46.13 $710K - $829K
18K $793K
VTV
Vanguard Value ETF

ETFs
2.99K
+ 3.78%
$167.73 - $179.21 $501K - $535K
82.1K $14.2M
PEP
Pepsico Inc

Consumer Defensive
7.84K
+ 4.14%
$142.64 - $156.42 $1.12M - $1.23M
197K $29.6M
TRMB
Trimble Inc.

Technology
11.7K
New
$65.52 - $77.49 $768K - $908K
11.7K $769K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
19.1K
+ 12.79%
$17.67 - $20.85 $338K - $398K
168K $3.51M
MCK
Mckesson Corp

Healthcare
271
+ 4.94%
$566.21 - $672.99 $153K - $182K
5.76K $3.88M
DFAE
Dimensional ETF Tr

ETFs
23.2K
+ 8.91%
$24.64 - $26.86 $571K - $623K
283K $7.34M
VIG
Vanguard Dividend Appreciation

ETFs
3.92K
+ 11.0%
N/A
39.6K $7.2M
VRT
Vertiv Holdings CO

Industrials
8.21K
+ 440.43%
N/A
10.1K $873K
SJM
J M Smucker CO

Consumer Defensive
3.97K
+ 13.79%
$100.41 - $118.41 $398K - $470K
32.7K $3.88M
IETC
Ishares U S ETF Tr

ETFs
9.45K
New
$74.94 - $89.98 $708K - $850K
9.45K $707K
CWB
Spdr Bloomberg Convertible Sec

ETFs
9.34K
+ 49.81%
$75.99 - $81.58 $710K - $762K
28.1K $2.15M
BMY
Bristol Myers Squibb CO

Healthcare
6.75K
+ 10.98%
$53.9 - $63.11 $364K - $426K
68.3K $4.16M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
22.8K
+ 6.88%
$22.46 - $23.26 $511K - $529K
354K $8.19M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
20.2K
+ 9.07%
$48.02 - $53.02 $972K - $1.07M
243K $12.1M
IRBO
Ishares Robotics & Artificial

ETFs
21.1K
+ 202.01%
N/A
31.5K $1.01M
CHTR
Charter Communications, Inc.

Communication Services
1.62K
+ 63.86%
$334.89 - $384.77 $543K - $624K
4.16K $1.53M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
7.47K
+ 31.7%
$126.86 - $146.45 $948K - $1.09M
31K $3.94M
IGLB
Ishares 10+ Year Investment Gr

ETFs
13.1K
+ 18738.57%
$48.32 - $51.22 $634K - $672K
13.2K $662K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
5.44K
New
$119.84 - $136.1 $651K - $740K
5.44K $657K
AVDV
American Centy ETF Tr Avantis

ETFs
9.2K
+ 434.36%
$63.74 - $71.96 $587K - $662K
11.3K $789K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.2K
+ 100.12%
$53.6 - $58.97 $656K - $722K
24.5K $1.34M
HCA
Hca Healthcare, Inc.

Healthcare
197
+ 1.59%
$296.7 - $345.55 $58.4K - $68.1K
12.6K $4.36M
ACU
Acme United Corp

Consumer Defensive
15.9K
New
$34.47 - $40.95 $549K - $652K
15.9K $630K
ITA
Ishares Tr

ETFs
3.81K
+ 68.46%
$144.84 - $159.5 $552K - $608K
9.38K $1.44M
FITB
Fifth Third Bancorp

Financial Services
41K
+ 12.58%
$37.48 - $44.96 $1.54M - $1.84M
367K $14.4M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
6.76K
+ 126.57%
$91.68 - $109.93 $620K - $743K
12.1K $1.13M
EQT
Eqt Corp

Energy
7.8K
+ 33.43%
$46.16 - $54.25 $360K - $423K
31.1K $1.66M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
20.5K
+ 24.06%
$25.06 - $25.98 $513K - $532K
106K $2.73M
XLV
Select Sector Spdr Fund Health

ETFs
3.12K
+ 22.52%
$137.61 - $149.68 $429K - $467K
17K $2.48M
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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