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
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.44K
+ 23.59%
$203.38 - $274.79 $294K - $397K
7.56K $1.55M
AVUV
American Centy ETF Tr Avantis

ETFs
1.93K
+ 65.65%
$84.95 - $100.62 $164K - $194K
4.87K $424K
LOW
Lowes Companies Inc

Consumer Cyclical
1.42K
+ 10.16%
$222.66 - $268.42 $316K - $380K
15.4K $3.58M
XYL
Xylem Inc.

Industrials
759
+ 5.23%
$114.02 - $132.04 $86.5K - $100K
15.3K $1.83M
GPRE
Green Plains Inc.

Basic Materials
29K
New
$4.85 - $10.26 $141K - $297K
29K $140K
UI
Ubiquiti Inc.

Technology
698
+ 19.66%
$300.93 - $431.11 $210K - $301K
4.25K $1.32M
PYPL
Pay Pal Holdings, Inc.

Financial Services
11.7K
+ 37.56%
$65.15 - $91.81 $765K - $1.08M
43K $2.81M
OXY
Occidental Petroleum Corp

Energy
2.82K
+ 27.01%
$45.45 - $52.7 $128K - $148K
13.2K $653K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.82K
+ 14.4%
$47.33 - $47.92 $133K - $135K
22.4K $1.06M
BP
Bp PLC

Energy
1.19K
+ 5.12%
$29.93 - $35.31 $35.5K - $41.9K
24.4K $822K
MDT
Medtronic PLC

Healthcare
597
+ 7.19%
$79.84 - $94.5 $47.7K - $56.4K
8.9K $799K
FTA
First Tr Large Cap Value

ETFs
1.44K
+ 1.54%
$74.42 - $80.34 $107K - $116K
95.1K $7.29M
VT
Vanguard Total World Stk Index

ETFs
1.24K
+ 20.6%
$115.08 - $123.97 $143K - $154K
7.28K $844K
VSAT
Viasat Inc

Technology
12.8K
New
$7.51 - $11.81 $96.4K - $152K
12.8K $133K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.79K
+ 22.21%
$60.44 - $69.57 $108K - $125K
9.86K $657K
IBHG
Ishares Tr Ibonds 2027 Term Hi
5.68K
+ 18.79%
$22.21 - $22.56 $126K - $128K
35.9K $802K
FLYW
Flywire Corp

Technology
13.7K
New
$9.5 - $21.27 $130K - $290K
13.7K $129K
AHYB
American Centy ETF Tr Select H
2.8K
+ 102.45%
$45.43 - $46.33 $127K - $130K
5.53K $252K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
4.29K
+ 6397.01%
$27.47 - $30.62 $118K - $131K
4.35K $128K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
725
+ 0.8%
$42.18 - $45.16 $30.6K - $32.7K
91.4K $4.05M
VPU
Vanguard Utilities ETF

ETFs
623
+ 26.92%
$161.24 - $173.33 $100K - $108K
2.94K $501K
ET
Energy Transfer LP

Energy
11.4K
+ 12.67%
$17.26 - $21.08 $197K - $241K
102K $1.89M
LUV
Southwest Airlines CO

Industrials
3.62K
+ 20.5%
$28.18 - $34.84 $102K - $126K
21.3K $714K
ISMD
Northern Lts Fd Tr Iv

ETFs
3.75K
+ 160.88%
$33.87 - $38.9 $127K - $146K
6.08K $207K
TTE
Total Energies Se

Energy
1.74K
+ 9.29%
N/A
20.5K $1.4M
SQ
Block, Inc.

Technology
3.62K
+ 113.86%
$54.04 - $92.95 $196K - $337K
6.8K $389K
FDVV
Fidelity High Dividend ETF

ETFs
2.9K
+ 3.7%
$48.86 - $52.28 $141K - $151K
81.3K $4.03M
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.76K
+ 255.43%
$30.71 - $30.87 $115K - $116K
5.23K $161K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.73K
+ 48.87%
$56.51 - $62.98 $97.5K - $109K
5.26K $318K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
1.1K
+ 8.67%
$66.47 - $71.08 $73.1K - $78.2K
13.8K $969K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
5.48K
+ 7.86%
$25.12 - $26.05 $138K - $143K
75.2K $1.9M
NGG
National Grid PLC

Utilities
934
+ 11.33%
$56.13 - $65.61 $52.4K - $61.3K
9.18K $602K
DGX
Quest Diagnostics Inc

Healthcare
820
+ 49.43%
N/A
2.48K $339K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.91K
+ 19.36%
$48.43 - $49.9 $92.5K - $95.3K
11.8K $587K
EXPD
Expeditors International Of Washington Inc

Industrials
410
+ 6.41%
$109.09 - $126.48 $44.7K - $51.9K
6.81K $818K
SJNK
Spdr Bloomberg Short Term High

ETFs
4.71K
+ 4.4%
$25.08 - $25.64 $118K - $121K
112K $2.81M
AVEM
American Centy ETF Tr Avantis

ETFs
1.76K
+ 159.19%
$57.11 - $62.4 $100K - $110K
2.86K $172K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.99K
+ 1.82%
$49.42 - $50.43 $98.5K - $101K
112K $5.57M
SHLS
Shoals Technologies Group, Inc.

Technology
31.8K
New
$2.81 - $6.24 $89.4K - $199K
31.8K $105K
ZION
Zions Bancorporation, National Association

Financial Services
7.75K
+ 12.05%
$47.0 - $59.03 $364K - $457K
72K $3.59M
FSMD
Fidelity Covington Tr Small Mi

ETFs
5.11K
+ 10.75%
$38.04 - $43.22 $194K - $221K
52.6K $2.06M
CMTG
Claros Mortgage Trust, Inc.

Real Estate
27.9K
New
$2.21 - $4.48 $61.6K - $125K
27.9K $103K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.77K
+ 9.3%
$21.23 - $22.14 $80.1K - $83.5K
44.3K $977K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
810
+ 17.31%
$46.15 - $63.53 $37.4K - $51.5K
5.49K $337K
CB
Chubb LTD

Financial Services
79
+ 2.69%
$257.71 - $301.99 $20.4K - $23.9K
3.01K $909K
ACN
Accenture PLC

Technology
750
+ 21.85%
$300.91 - $398.25 $226K - $299K
4.18K $1.31M
QCON
American Centy ETF Tr Quality
2.22K
+ 291.46%
$44.15 - $47.12 $97.9K - $105K
2.98K $132K
ACVF
ETF Opportunities Tr American

ETFs
2.67K
+ 13.84%
$42.01 - $46.08 $112K - $123K
22K $941K
PSX
Phillips 66

Energy
134
+ 1.6%
$113.93 - $131.55 $15.3K - $17.6K
8.5K $1.05M
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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