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
ADI
Analog Devices Inc

Technology
2.99K
+ 9.78%
$201.56 - $243.82 $602K - $728K
33.5K $6.76M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.77K
+ 47.77%
$94.87 - $96.11 $263K - $267K
8.58K $823K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
12.2K
+ 4.56%
$23.32 - $23.84 $284K - $290K
279K $6.54M
GPC
Genuine Parts CO

Consumer Cyclical
1.66K
+ 5.5%
$115.91 - $129.02 $192K - $214K
31.7K $3.78M
NVT
N Vent Electric PLC

Industrials
5.08K
New
$52.42 - $75.4 $266K - $383K
5.08K $266K
SCHW
Schwab Charles Corp

Financial Services
1.17K
+ 2.92%
$71.24 - $83.64 $83.5K - $98K
41.3K $3.24M
SKX
Skechers Usa Inc

Consumer Cyclical
4.64K
New
$54.98 - $78.24 $255K - $363K
4.64K $263K
LXP
Lxp Industrial Trust

Real Estate
16.2K
+ 6.98%
$7.72 - $9.22 $125K - $149K
248K $2.14M
U
Unity Software Inc.

Technology
13.4K
New
$19.44 - $28.34 $261K - $380K
13.4K $262K
REXR
Rexford Industrial Realty, Inc.

Real Estate
6.71K
New
$37.17 - $41.44 $249K - $278K
6.71K $262K
OPFI
Opp Fi Inc.

Technology
27.7K
New
$7.18 - $16.94 $199K - $469K
27.7K $257K
AVDE
American Centy ETF Tr Avantis

ETFs
3.05K
+ 26.95%
$60.63 - $68.55 $185K - $209K
14.4K $952K
RNR
Renaissancere Holdings LTD

Financial Services
1.07K
New
$226.55 - $263.22 $242K - $281K
1.07K $256K
TWLO
Twilio Inc

Communication Services
2.62K
New
$94.9 - $148.35 $248K - $388K
2.62K $256K
AVRE
American Centy ETF Tr Avantis
5.69K
+ 115.38%
$40.62 - $44.31 $231K - $252K
10.6K $456K
AAL
American Airlines Group Inc.

Industrials
22.5K
+ 34.16%
N/A
88.4K $975K
CTRA
Coterra Energy Inc.

Energy
8.58K
New
$25.51 - $29.83 $219K - $256K
8.58K $247K
UTHR
United Therapeutics Corp

Healthcare
803
New
$304.42 - $380.78 $244K - $306K
803 $247K
SIVR
Abrdn Silver ETF Trust

ETFs
7.49K
New
$28.07 - $32.82 $210K - $246K
7.49K $243K
MUR
Murphy Oil Corp

Energy
8.57K
New
$24.02 - $33.9 $206K - $290K
8.57K $243K
OGN
Organon & Co.

Healthcare
16.5K
+ 10.91%
$14.29 - $16.41 $235K - $270K
168K $2.49M
PINS
Pinterest, Inc.

Communication Services
7.79K
New
$29.79 - $40.0 $232K - $312K
7.79K $241K
MPLX
Mplx LP

Energy
4.5K
New
$47.88 - $54.65 $215K - $246K
4.5K $240K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.42K
+ 2.86%
$66.3 - $74.17 $161K - $180K
87.1K $6.05M
EMN
Eastman Chemical CO

Basic Materials
2.71K
New
$87.05 - $103.47 $235K - $280K
2.71K $238K
AMH
American Homes 4 Rent

Real Estate
6.26K
New
$34.43 - $37.81 $215K - $237K
6.26K $236K
ROKU
Roku, Inc

Communication Services
3.33K
New
$67.36 - $99.07 $224K - $330K
3.33K $234K
TDY
Teledyne Technologies Inc

Technology
471
New
$455.51 - $518.84 $215K - $244K
471 $234K
FLEX
Flex Ltd.

Technology
7.04K
New
$32.92 - $44.46 $232K - $313K
7.04K $232K
AMCR
Amcor PLC

Consumer Cyclical
17.5K
+ 8.25%
$9.33 - $10.39 $163K - $182K
229K $2.22M
DVN
Devon Energy Corp

Energy
4.92K
+ 49.22%
$33.15 - $38.55 $163K - $190K
14.9K $557K
KORP
American Centy ETF Tr Diversif

ETFs
4.89K
+ 173.33%
$45.26 - $47.12 $221K - $230K
7.71K $360K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
9.6K
New
$23.87 - $24.35 $229K - $234K
9.6K $230K
QINT
American Centy ETF Tr Quality

ETFs
3.79K
+ 45.89%
$47.52 - $53.84 $180K - $204K
12.1K $624K
LNTH
Lantheus Holdings, Inc.

Healthcare
2.34K
New
$78.23 - $110.01 $183K - $257K
2.34K $228K
IGOV
Ishares 1 3 International Trea

ETFs
4.4K
+ 8.02%
$37.39 - $39.79 $164K - $175K
59.3K $2.34M
GTLS
Chart Industries Inc

Industrials
1.57K
New
$141.99 - $218.35 $223K - $343K
1.57K $227K
VHT
Vanguard Health Care ETF

ETFs
783
+ 45.1%
$254.06 - $273.83 $199K - $214K
2.52K $666K
PRI
Primerica, Inc.

Financial Services
797
New
$271.41 - $296.43 $216K - $236K
797 $226K
TRV
Travelers Companies, Inc.

Financial Services
721
+ 50.17%
$232.43 - $265.13 $168K - $191K
2.16K $570K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.08K
+ 109.09%
$97.25 - $104.79 $202K - $218K
3.98K $412K
FVAL
Fidelity Covington Tr Value Fa

ETFs
6.53K
+ 7.33%
$58.79 - $65.0 $384K - $425K
95.7K $5.7M
IR
Ingersoll Rand Inc.

Industrials
2.77K
New
$79.44 - $94.23 $220K - $261K
2.77K $221K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
2.16K
+ 997.69%
$101.13 - $119.79 $218K - $258K
2.37K $244K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
4.02K
+ 5.16%
$79.96 - $87.71 $321K - $352K
81.8K $6.72M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
506
+ 16.83%
$208.48 - $244.03 $105K - $123K
3.51K $857K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
10K
+ 228.77%
$21.79 - $23.09 $219K - $232K
14.4K $315K
SU
Suncor Energy Inc

Energy
5.55K
New
$34.27 - $40.63 $190K - $226K
5.55K $215K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
7.21K
New
$24.39 - $35.22 $176K - $254K
7.21K $214K
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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