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
ZS
Zscaler, Inc.

Technology
1.9K
New
$181.66 - $216.87 $346K - $412K
1.9K $377K
IXUS
Ishares Tr

ETFs
673
+ 0.75%
$65.06 - $72.31 $43.8K - $48.7K
90.5K $6.32M
LHX
L3 Harris Technologies, Inc.

Industrials
1.81K
+ 66.64%
$194.65 - $222.86 $352K - $402K
4.52K $945K
EMHC
Spdr Bloomberg Emerging Market
15.1K
+ 67.43%
$23.72 - $24.56 $359K - $371K
37.5K $906K
CPRT
Copart Inc

Consumer Cyclical
6.72K
+ 40.12%
$52.3 - $59.83 $351K - $402K
23.5K $1.33M
DFAR
Dimensional ETF Tr Dimensional

ETFs
12.5K
+ 9.04%
$22.35 - $24.52 $280K - $307K
151K $3.59M
ADC
Agree Realty Corp

Real Estate
4.64K
New
$68.36 - $77.19 $317K - $358K
4.64K $358K
EA
Electronic Arts Inc.

Communication Services
2.53K
+ 44.85%
$116.53 - $146.29 $295K - $371K
8.18K $1.18M
AIQ
Global X Funds Global X Artifi

ETFs
10.2K
+ 83.43%
$36.38 - $42.77 $372K - $437K
22.5K $817K
UNP
Union Pacific Corp

Industrials
596
+ 2.42%
$225.21 - $254.42 $134K - $152K
25.2K $5.96M
EAT
Brinker International, Inc

Consumer Cyclical
2.29K
New
$133.46 - $189.14 $306K - $433K
2.29K $341K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3.68K
+ 9.46%
$96.18 - $109.82 $354K - $404K
42.6K $4.36M
SHW
Sherwin Williams CO

Basic Materials
759
+ 9.84%
$330.16 - $365.55 $251K - $277K
8.47K $2.96M
AES
Aes Corp

Utilities
31.4K
+ 25.98%
$9.93 - $13.23 $312K - $415K
152K $1.89M
IQV
Iqvia Holdings Inc.

Healthcare
2.21K
+ 79.02%
$176.3 - $209.96 $390K - $464K
5.01K $883K
FIX
Comfort Systems Usa Inc

Industrials
1.04K
New
$313.26 - $550.27 $324K - $570K
1.04K $333K
FLO
Flowers Foods Inc

Consumer Defensive
17.2K
New
$18.05 - $20.78 $310K - $357K
17.2K $326K
ACGL
Arch Capital Group Ltd.

Financial Services
3.25K
+ 96.13%
$88.13 - $96.94 $286K - $315K
6.63K $637K
ELV
Elevance Health, Inc.

Healthcare
225
+ 6.68%
$365.9 - $436.25 $82.3K - $98.2K
3.6K $1.56M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
11.3K
+ 11.89%
$49.85 - $56.22 $561K - $633K
106K $5.38M
PB
Prosperity Bancshares Inc

Financial Services
4.47K
New
$69.3 - $80.69 $310K - $361K
4.47K $318K
GM
General Motors CO

Consumer Cyclical
9.71K
+ 42.57%
$45.22 - $54.92 $439K - $533K
32.5K $1.53M
WPC
W. P. Carey Inc.

Real Estate
4.35K
+ 94.84%
$53.5 - $65.05 $233K - $283K
8.94K $564K
BWXT
Bwx Technologies, Inc.

Industrials
3.18K
New
$96.59 - $128.46 $307K - $409K
3.18K $313K
XLU
Utilities Sector Spdr

ETFs
2.95K
+ 11.63%
$74.7 - $80.27 $220K - $237K
28.3K $2.23M
SNOW
Snowflake Inc.

Technology
2.12K
New
$146.16 - $192.78 $310K - $409K
2.12K $310K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.52K
New
$159.75 - $208.61 $243K - $318K
1.52K $310K
UFPI
Ufp Industries Inc

Basic Materials
2.85K
New
$103.91 - $118.67 $296K - $339K
2.85K $305K
ALLE
Allegion PLC

Industrials
2.34K
New
$123.79 - $135.5 $290K - $318K
2.34K $305K
ELS
Equity Lifestyle Properties Inc

Real Estate
4.57K
New
$64.36 - $69.32 $294K - $317K
4.57K $304K
SRLN
Ssga Active Trust

ETFs
7.55K
+ 49.06%
$41.02 - $41.99 $310K - $317K
23K $944K
FXI
Ishares Tr

ETFs
8.33K
+ 1259.61%
$28.65 - $38.55 $239K - $321K
8.99K $322K
QAI
Iq Hedge Multi Strategy Compos

ETFs
9.59K
New
$31.16 - $32.27 $299K - $310K
9.59K $300K
SEIC
Sei Investments CO

Financial Services
3.85K
New
$72.08 - $86.58 $278K - $334K
3.85K $299K
CAG
Conagra Brands Inc.

Consumer Defensive
29K
+ 6.6%
$23.9 - $27.67 $693K - $802K
469K $12.5M
HLI
Houlihan Lokey, Inc.

Financial Services
1.85K
New
$154.43 - $187.4 $285K - $346K
1.85K $297K
VO
Vanguard Mid Cap ETF

ETFs
1.45K
+ 10.18%
$251.87 - $277.95 $366K - $404K
15.7K $4.07M
SE
Sea LTD

Consumer Cyclical
2.26K
New
$104.87 - $146.31 $237K - $331K
2.26K $295K
ALL
Allstate Corp

Financial Services
1.25K
+ 54.57%
$180.99 - $210.18 $227K - $263K
3.55K $734K
TTEK
Tetra Tech Inc

Industrials
9.97K
New
$28.26 - $42.58 $282K - $425K
9.97K $291K
USB
Us Bancorp \De\

Financial Services
64.4K
+ 14.87%
$40.92 - $50.9 $2.64M - $3.28M
498K $21M
CI
Cigna Corp

Healthcare
274
+ 7.24%
$274.49 - $329.0 $75.2K - $90.1K
4.06K $1.33M
SLB
Schlumberger Limited

Energy
5.51K
+ 33.82%
$38.4 - $43.74 $212K - $241K
21.8K $911K
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.7K
New
$103.02 - $140.69 $279K - $380K
2.7K $285K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.76K
+ 21.52%
$56.63 - $59.39 $270K - $283K
26.9K $1.55M
EOG
Eog Resources Inc

Energy
2.06K
+ 96.27%
$120.54 - $138.05 $249K - $285K
4.2K $539K
ALV
Autoliv Inc

Consumer Cyclical
3.13K
New
$87.68 - $102.7 $274K - $321K
3.13K $276K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
6.34K
New
$43.49 - $58.8 $276K - $373K
6.34K $275K
ARCC
Ares Capital Corp

Financial Services
10.3K
+ 5.91%
$21.28 - $23.81 $219K - $245K
185K $4.09M
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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