Ae Wealth Management LLC Incresed Positions in Q1 2025

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VNLA
Janus Henderson Short Duration

ETFs
964K
+ 19.54%
$48.89 - $49.21 $47.1M - $47.5M
5.9M $290M
NFLX
Netflix Inc

Communication Services
27.6K
+ 192.07%
$828.4 - $1058.6 $22.9M - $29.2M
42K $39.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.1K
+ 3.17%
$442.66 - $534.52 $3.14M - $3.79M
231K $123M
AVIG
American Centy ETF Tr Avantis

ETFs
425K
+ 12.81%
$40.06 - $41.55 $17M - $17.7M
3.74M $155M
META
Meta Platforms, Inc.

Communication Services
34.9K
+ 17.73%
$576.36 - $736.67 $20.1M - $25.7M
232K $134M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
328K
+ 20.29%
$50.48 - $51.04 $16.6M - $16.8M
1.95M $98.7M
PM
Philip Morris International Inc.

Consumer Defensive
38K
+ 13.74%
$117.15 - $158.79 $4.45M - $6.03M
314K $49.9M
SKOR
Flexshares Tr Credit Scored Us

ETFs
301K
+ 47.3%
$47.35 - $48.46 $14.2M - $14.6M
937K $45.3M
XOM
Exxon Mobil Corp

Energy
37.5K
+ 4.91%
$105.44 - $118.93 $3.95M - $4.46M
801K $95.3M
PFEB
Innovator U.S. Equity Power Bu

ETFs
363K
+ 389.24%
$35.54 - $37.44 $12.9M - $13.6M
456K $16.4M
BOND
Pimco Active Bond Exchange Tra

ETFs
128K
+ 24.71%
$89.27 - $92.9 $11.4M - $11.9M
646K $59.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
117K
+ 19.25%
$100.32 - $100.76 $11.7M - $11.8M
723K $72.8M
MCD
Mcdonalds Corp

Consumer Cyclical
19K
+ 7.66%
$279.74 - $321.29 $5.31M - $6.1M
267K $83.4M
CVX
Chevron Corp

Energy
20.7K
+ 6.5%
$146.71 - $167.97 $3.03M - $3.47M
339K $56.7M
UNM
Unum Group

Financial Services
127K
+ 1863.11%
$71.8 - $83.34 $9.13M - $10.6M
134K $10.9M
CTA
Simplify Exch Traded Fds Simpl

ETFs
311K
+ 47.0%
$27.81 - $30.21 $8.64M - $9.39M
972K $28.8M
XLE
Energy Sector Spdr

ETFs
97K
+ 61.17%
$85.7 - $93.96 $8.31M - $9.12M
256K $23.9M
UNH
Unitedhealth Group Inc

Healthcare
13.6K
+ 9.03%
$461.52 - $548.18 $6.25M - $7.43M
164K $85.7M
ABBV
Abb Vie Inc.

Healthcare
6.79K
+ 2.78%
$169.2 - $216.66 $1.15M - $1.47M
251K $52.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
168K
+ 68.96%
$51.52 - $52.37 $8.67M - $8.82M
412K $21.6M
IEMG
Ishares Inc

ETFs
165K
+ 15.04%
N/A
1.27M $67.9M
FHN
First Horizon Corp

Financial Services
442K
+ 2953.16%
$17.7 - $22.43 $7.82M - $9.91M
457K $8.87M
PG
Procter & Gamble CO

Consumer Defensive
42K
+ 8.22%
$158.56 - $176.26 $6.66M - $7.4M
553K $94.2M
MO
Altria Group, Inc.

Consumer Defensive
60.5K
+ 9.92%
$50.81 - $60.02 $3.07M - $3.63M
670K $40.2M
SIXJ
Aim ETF Prods Tr Allianzim U S
273K
+ 6905.47%
$29.68 - $31.19 $8.09M - $8.5M
277K $8.28M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
167K
+ 553.14%
$34.58 - $45.97 $5.79M - $7.7M
198K $9.09M
VZ
Verizon Communications Inc

Communication Services
59.6K
+ 6.26%
$37.81 - $46.49 $2.25M - $2.77M
1.01M $45.9M
IVV
Ishares Core S&P 500 ETF

ETFs
28.3K
+ 9.23%
$554.06 - $615.85 $15.7M - $17.4M
334K $188M
SVOL
Simplify ETF Simplify Volatili

ETFs
535K
+ 62.92%
$17.92 - $21.7 $9.58M - $11.6M
1.38M $25.2M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
112K
+ 14.68%
$48.13 - $51.78 $5.37M - $5.77M
871K $44.4M
TYA
Simplify Exchange Traded Fds S

ETFs
571K
+ 56.12%
N/A
1.59M $20.2M
AMGN
Amgen Inc

Healthcare
9.69K
+ 12.97%
$258.59 - $327.36 $2.51M - $3.17M
84.4K $26.3M
HEFA
Ishares Currency Hedged Msci E

ETFs
186K
+ 923.38%
$34.83 - $37.52 $6.46M - $6.96M
206K $7.47M
MKC
Mccormick & CO Inc

Consumer Defensive
80.3K
+ 556.37%
$71.24 - $84.73 $5.72M - $6.81M
94.8K $7.8M
MA
Mastercard Inc

Financial Services
8.54K
+ 9.52%
$504.67 - $576.31 $4.31M - $4.92M
98.2K $53.8M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.8K
+ 1.11%
$142.8 - $176.36 $399K - $493K
255K $44M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
81.3K
+ 251.1%
$68.32 - $75.06 $5.56M - $6.11M
114K $8.5M
JPM
Jpmorgan Chase & CO

Financial Services
16.5K
+ 4.34%
$225.19 - $279.95 $3.72M - $4.63M
397K $97.5M
MMM
3 M CO

Industrials
38.8K
+ 150.59%
$129.7 - $155.12 $5.03M - $6.02M
64.6K $9.48M
BAC
Bank Of America Corp

Financial Services
176K
+ 28.53%
$39.61 - $47.74 $6.96M - $8.38M
791K $33M
AEP
American Electric Power CO Inc

Utilities
28.6K
+ 18.06%
$90.32 - $109.27 $2.58M - $3.13M
187K $20.4M
FDL
First Tr Morningstar Dividend

ETFs
131K
+ 331.0%
$39.69 - $43.83 $5.18M - $5.72M
170K $7.38M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
57.7K
+ 79.11%
$87.68 - $94.52 $5.06M - $5.45M
131K $12.2M
GE
General Electric CO

Industrials
13.8K
+ 15.34%
$168.59 - $212.13 $2.32M - $2.92M
103K $20.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
59K
+ 2089.83%
$96.3 - $112.23 $5.68M - $6.62M
61.8K $6.02M
NEM
Newmont Corp

Basic Materials
51.4K
+ 17.81%
$37.79 - $48.39 $1.94M - $2.49M
340K $16.4M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
45.2K
+ 1953.32%
$117.4 - $131.02 $5.31M - $5.93M
47.6K $5.69M
CSCO
Cisco Systems, Inc.

Technology
47K
+ 5.04%
$58.74 - $64.87 $2.76M - $3.05M
980K $60.5M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
105K
+ 13.05%
$47.6 - $51.91 $5M - $5.45M
910K $43.9M
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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