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
DUK
Duke Energy Corp

Utilities
1.35K
+ 4.69%
$105.87 - $121.97 $143K - $164K
30K $3.66M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
15.6K
+ 118.37%
$30.38 - $34.94 $472K - $543K
28.7K $981K
APO
Apollo Global Management, Inc.

Financial Services
5.71K
+ 69.43%
$126.01 - $172.06 $720K - $983K
13.9K $1.91M
HYG
Ishares Tr

ETFs
6.94K
+ 134.0%
$78.51 - $80.11 $545K - $556K
12.1K $956K
R
Ryder System Inc

Industrials
13.4K
+ 12.66%
$136.38 - $170.92 $1.83M - $2.29M
119K $17.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.7K
+ 13.95%
$37.07 - $40.63 $433K - $475K
95.5K $3.76M
MAS
Masco Corp

Industrials
11.1K
+ 13.91%
$68.67 - $81.85 $761K - $907K
90.8K $6.31M
RS
Reliance Steel & Aluminum CO

Basic Materials
1.82K
New
$266.61 - $302.66 $484K - $549K
1.82K $524K
ORCL
Oracle Corp

Technology
15.6K
+ 25.27%
$139.81 - $186.47 $2.17M - $2.9M
77.1K $10.8M
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.82K
+ 16.81%
$96.9 - $104.39 $467K - $503K
33.5K $3.33M
AVSF
American Centy ETF Tr Avantis

ETFs
11K
+ 306.08%
$45.96 - $46.74 $507K - $515K
14.6K $683K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
25.7K
+ 9.09%
$23.58 - $24.02 $607K - $618K
309K $7.29M
MORN
Morningstar, Inc.

Financial Services
1.72K
New
$282.49 - $334.73 $486K - $576K
1.72K $515K
ENFR
Alerian Energy Infrastructure

ETFs
15.7K
New
$30.27 - $34.12 $475K - $536K
15.7K $514K
FLV
American Centy ETF Tr Focused

ETFs
7.05K
+ 121.13%
$65.71 - $70.81 $463K - $499K
12.9K $898K
FSTA
Fidelity Covington Tr Msci Con

ETFs
5.99K
+ 5.13%
$48.3 - $52.85 $289K - $316K
123K $6.27M
VFH
Vanguard Financial ETF

ETFs
3.53K
+ 6.3%
$114.07 - $127.34 $403K - $450K
59.6K $7.12M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
4.93K
+ 6.51%
$24.11 - $28.41 $119K - $140K
80.6K $2.29M
CGDV
Capital Group Divid Value ETF

ETFs
13.8K
New
$34.95 - $37.36 $481K - $515K
13.8K $490K
FANG
Diamondback Energy, Inc.

Energy
3.59K
+ 16.2%
$139.9 - $180.18 $503K - $648K
25.8K $4.12M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
7.49K
+ 161.52%
N/A
12.1K $785K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
9.49K
+ 26.98%
$46.18 - $47.84 $438K - $454K
44.7K $2.12M
SCHO
Schwab Short Term Us Treasury

ETFs
19.4K
+ 510.99%
$24.1 - $24.34 $468K - $473K
23.2K $565K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
35.3K
+ 69.7%
N/A
85.9K $1.15M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.07K
+ 16.41%
$91.76 - $103.26 $557K - $626K
43K $3.98M
FNDX
Schwab Fundamental U S Large C

ETFs
20.3K
+ 14.8%
$23.03 - $25.01 $467K - $507K
157K $3.72M
PJAN
Innovator U.S. Equity Power Bu

ETFs
12.1K
+ 27.11%
$41.09 - $43.24 $495K - $521K
56.5K $2.34M
TJX
Tjx Companies Inc

Consumer Cyclical
2.04K
+ 0.96%
$112.81 - $126.16 $230K - $257K
215K $26.2M
AVLV
American Centy ETF Tr Avantis
7.16K
+ 108.84%
$63.51 - $70.42 $454K - $504K
13.7K $895K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
21.8K
+ 13.76%
$254.58 - $302.92 $5.55M - $6.6M
180K $46M
EPD
Enterprise Products Partners L.P.

Energy
9.86K
+ 23.12%
$31.75 - $34.14 $313K - $337K
52.5K $1.79M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.29K
+ 4.85%
$196.12 - $229.48 $842K - $985K
92.9K $18.8M
KLAC
Kla Corp

Technology
530
+ 31.89%
$636.62 - $777.63 $337K - $412K
2.19K $1.49M
CWEN
Clearway Energy, Inc.

Utilities
3.03K
+ 3.69%
$24.63 - $30.42 $74.5K - $92.1K
85.1K $2.58M
CRWD
Crowd Strike Holdings, Inc.

Technology
909
+ 8.71%
$308.86 - $455.36 $281K - $414K
11.3K $4M
DFAT
Dimensional ETF Tr U S Target

ETFs
37.4K
+ 10.39%
$50.44 - $58.1 $1.89M - $2.17M
398K $20.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.41K
+ 0.82%
$126.11 - $135.06 $178K - $190K
174K $22.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.53K
+ 3.1%
$27.01 - $28.54 $230K - $244K
284K $7.93M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.49K
+ 45.19%
$302.31 - $337.54 $450K - $502K
4.78K $1.47M
CHK
Chesapeake Energy Corp

Energy
4.73K
New
N/A
4.73K $405K
DTM
Dt Midstream, Inc.

Energy
4.39K
+ 64.15%
$86.95 - $113.75 $382K - $500K
11.2K $1.08M
PANW
Palo Alto Networks Inc

Technology
3.87K
+ 16.63%
$167.82 - $208.28 $650K - $807K
27.2K $4.64M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
12.3K
+ 192.09%
$28.66 - $31.72 $353K - $391K
18.7K $575K
STAG
Stag Industrial, Inc.

Real Estate
10.7K
New
$32.39 - $37.07 $348K - $398K
10.7K $388K
HYDB
Ishares Tr Edge High Yield Def

ETFs
8.2K
+ 122.22%
$46.82 - $47.8 $384K - $392K
14.9K $702K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
74
+ 6.51%
$1187.71 - $1432.58 $87.9K - $106K
1.21K $1.73M
THC
Tenet Healthcare Corp

Healthcare
2.67K
+ 92.19%
$119.51 - $144.98 $319K - $387K
5.56K $748K
EXP
Eagle Materials Inc

Basic Materials
1.72K
New
$207.49 - $262.13 $357K - $451K
1.72K $382K
FAST
Fastenal CO

Industrials
939
+ 1.73%
$71.11 - $79.98 $66.8K - $75.1K
55.3K $4.29M
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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