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
BMRN
Biomarin Pharmaceutical Inc

Healthcare
3.04K
New
$61.25 - $72.83 $186K - $221K
3.04K $214K
OPER
ETF Ser Solutions Clearshares

ETFs
2.13K
+ 438.19%
$100.08 - $100.42 $214K - $214K
2.62K $262K
MFC
Manulife Financial Corp

Financial Services
6.84K
New
$28.41 - $31.82 $194K - $218K
6.84K $212K
NET
Cloudflare, Inc.

Technology
1.88K
New
$110.71 - $176.5 $208K - $332K
1.88K $211K
IXP
Ishares Global Comm Services E

ETFs
1.92K
+ 2.74%
$95.48 - $106.93 $183K - $205K
71.9K $6.97M
FQAL
Fidelity Covington Tr Quality

ETFs
4.68K
+ 6.64%
$63.12 - $69.13 $296K - $324K
75.1K $4.82M
GMED
Globus Medical Inc

Healthcare
2.89K
New
$69.68 - $93.32 $202K - $270K
2.89K $211K
COP
Conocophillips

Energy
1.02K
+ 5.7%
$88.6 - $105.85 $90K - $108K
18.8K $1.98M
FDG
American Centy ETF Tr Focused

ETFs
2.77K
+ 88.17%
$89.22 - $109.96 $247K - $305K
5.92K $537K
APAM
Artisan Partners Asset Management Inc.

Financial Services
5.39K
New
$38.51 - $45.32 $207K - $244K
5.39K $210K
TNET
Trinet Group, Inc.

Industrials
2.62K
New
$66.51 - $95.72 $174K - $251K
2.62K $207K
CNHI
Cnh Industrial N.V.

Industrials
19.9K
New
N/A
19.9K $207K
BERY
Berry Global Group, Inc.

Consumer Cyclical
2.98K
New
$64.35 - $73.03 $191K - $217K
2.98K $207K
AMD
Advanced Micro Devices Inc

Technology
45.5K
+ 18.37%
$96.63 - $129.55 $4.4M - $5.9M
293K $30.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
948
+ 10.33%
$182.82 - $196.21 $173K - $186K
10.1K $1.9M
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.22K
New
$47.74 - $65.16 $154K - $210K
3.22K $205K
TROW
Price T Rowe Group Inc

Financial Services
2.2K
New
$91.57 - $116.93 $202K - $257K
2.2K $202K
HYLS
First Tr Tactical High Yield L

ETFs
5K
+ 28.54%
$40.95 - $41.77 $205K - $209K
22.5K $924K
AXON
Axon Enterprise, Inc.

Industrials
483
+ 54.7%
$496.65 - $710.01 $240K - $343K
1.37K $718K
PCAR
Paccar Inc

Industrials
3.63K
+ 15.13%
$96.91 - $112.51 $351K - $408K
27.6K $2.69M
XLP
Consumer Staples Sector Spdr

ETFs
2.55K
+ 6.37%
N/A
42.5K $3.23M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
7.05K
+ 177.77%
$25.34 - $26.96 $179K - $190K
11K $291K
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.83K
+ 49.82%
$50.17 - $51.45 $192K - $197K
11.5K $580K
RGP
Resources Connection, Inc.

Industrials
28.6K
New
$6.54 - $9.08 $187K - $260K
28.6K $187K
FPRO
Fidelity Covington Tr

ETFs
7.16K
+ 24.47%
$21.37 - $23.88 $153K - $171K
36.4K $836K
PKI
Perkinelmer Inc

Healthcare
1.52K
+ 8.95%
N/A
18.5K $2.24M
MET
Metlife Inc

Financial Services
3.28K
+ 6.48%
$77.7 - $87.0 $255K - $285K
53.9K $4.33M
RKLB
Rocket Lab Usa, Inc.

Industrials
10.3K
New
$17.12 - $31.57 $175K - $324K
10.3K $183K
RSG
Republic Services, Inc.

Industrials
168
+ 4.87%
$200.09 - $242.16 $33.6K - $40.7K
3.62K $876K
RVNU
Xtrackers Municipal Infrastruc

ETFs
9.39K
+ 11.03%
$24.5 - $25.39 $230K - $238K
94.5K $2.33M
CCI
Crown Castle International Corp

Real Estate
931
+ 15.9%
$84.33 - $106.39 $78.5K - $99K
6.79K $707K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
8.71K
+ 271.61%
$19.8 - $19.97 $172K - $174K
11.9K $236K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
4.34K
+ 13.63%
$30.35 - $33.16 $132K - $144K
36.2K $1.16M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.58K
+ 61.47%
$97.38 - $104.52 $154K - $166K
4.16K $425K
O
Realty Income Corp

Real Estate
1.89K
+ 14.88%
$51.67 - $58.49 $97.6K - $110K
14.6K $845K
FTSL
First Trust Senior Ln Fund

ETFs
3.8K
+ 34.45%
$45.65 - $46.48 $173K - $177K
14.8K $676K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.15K
+ 31.37%
$67.24 - $84.27 $279K - $349K
17.4K $1.18M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.05K
+ 12.67%
$169.43 - $182.84 $178K - $192K
9.35K $1.62M
SNY
Sanofi

Healthcare
463
+ 2.41%
$48.15 - $59.42 $22.3K - $27.5K
19.7K $1.09M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
12.8K
New
$12.06 - $13.55 $155K - $174K
12.8K $163K
BSMU
Invesco Exchange Self Ind Tr

ETFs
8.03K
+ 9.77%
$21.49 - $22.03 $172K - $177K
90.2K $1.95M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.71K
+ 38.18%
$39.96 - $43.3 $148K - $161K
13.4K $553K
PDD
Pinduoduo Inc.

Consumer Cyclical
229
+ 3.83%
$94.68 - $131.34 $21.7K - $30.1K
6.21K $734K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
3.27K
+ 482.3%
$46.12 - $52.9 $151K - $173K
3.95K $183K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
3.14K
+ 109.08%
$47.47 - $48.84 $149K - $153K
6.01K $287K
MAYZ
Listed Fds Tr Trueshares Struc
7.6K
+ 10.66%
$28.71 - $31.13 $218K - $237K
78.9K $2.29M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
445
+ 25.0%
$634.14 - $744.83 $282K - $331K
2.23K $1.41M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
12.3K
+ 13.45%
$10.81 - $11.29 $133K - $139K
104K $1.13M
NVS
Novartis Ag

Healthcare
488
+ 7.84%
$97.14 - $115.57 $47.4K - $56.4K
6.71K $747K
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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