Ae Wealth Management LLC Incresed Positions in Q4 2024

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
98.5K
+ 6.43%
$221.69 - $259.02 $21.8M - $25.5M
1.63M $409M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
1.47M
+ 716.86%
$31.55 - $32.84 $46.4M - $48.3M
1.68M $54.3M
NVDA
Nvidia Corp

Technology
120K
+ 5.5%
$117.0 - $148.88 $14M - $17.8M
2.29M $308M
AMZN
Amazon Com Inc

Consumer Cyclical
30.2K
+ 3.18%
$180.88 - $232.93 $5.47M - $7.05M
981K $215M
AVGO
Broadcom Inc.

Technology
48.6K
+ 11.27%
$159.67 - $250.0 $7.77M - $12.2M
480K $111M
GOOGL
Alphabet Inc.

Communication Services
57.5K
+ 7.26%
$161.86 - $196.66 $9.31M - $11.3M
849K $161M
MSFT
Microsoft Corp

Technology
76.4K
+ 11.26%
$406.35 - $454.46 $31M - $34.7M
755K $318M
VNLA
Janus Henderson Short Duration

ETFs
530K
+ 12.03%
$48.82 - $49.11 $25.9M - $26M
4.93M $241M
SPYG
Spdr Portfolio

ETFs
127K
+ 5.8%
$81.74 - $91.38 $10.4M - $11.6M
2.32M $204M
META
Meta Platforms, Inc.

Communication Services
30.9K
+ 18.61%
$554.08 - $632.68 $17.1M - $19.5M
197K $116M
CTA
Simplify Exch Traded Fds Simpl

ETFs
565K
+ 589.23%
$25.8 - $28.97 $14.6M - $16.4M
661K $18.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
151K
+ 33.22%
$100.22 - $100.73 $15.2M - $15.2M
606K $60.9M
FDIS
Fidelity Covington Tr Msci Con

ETFs
87.8K
+ 17.75%
$85.33 - $104.24 $7.49M - $9.15M
583K $56.8M
IEMG
Ishares Inc

ETFs
241K
+ 28.07%
N/A
1.1M $59M
SVOL
Simplify ETF Simplify Volatili

ETFs
630K
+ 285.55%
$20.4 - $21.93 $12.8M - $13.8M
850K $17.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
51.7K
+ 140.37%
$201.32 - $217.44 $10.4M - $11.2M
88.6K $18.3M
XLF
Financial Sector Spdr

ETFs
222K
+ 650.95%
$44.89 - $51.34 $9.99M - $11.4M
257K $12.4M
BOND
Pimco Active Bond Exchange Tra

ETFs
137K
+ 36.03%
$90.42 - $94.5 $12.4M - $13M
518K $46.8M
CRM
Salesforce, Inc.

Technology
7K
+ 5.25%
$270.87 - $367.87 $1.9M - $2.57M
140K $46.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
193K
+ 13.52%
$50.62 - $50.97 $9.76M - $9.83M
1.62M $82.1M
V
Visa Inc.

Financial Services
5.02K
+ 2.86%
$273.87 - $320.91 $1.37M - $1.61M
180K $57M
DFAU
Dimensional ETF Tr

ETFs
178K
+ 9.67%
$39.27 - $42.38 $6.98M - $7.53M
2.01M $81.6M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
26.9K
+ 20.48%
$278.19 - $315.36 $7.49M - $8.49M
158K $45.6M
CSCO
Cisco Systems, Inc.

Technology
46.4K
+ 5.23%
$52.45 - $60.02 $2.43M - $2.78M
933K $55.2M
MA
Mastercard Inc

Financial Services
9.44K
+ 11.77%
$491.3 - $536.15 $4.64M - $5.06M
89.7K $47.2M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
91.6K
+ 16.52%
$86.65 - $94.9 $7.94M - $8.69M
646K $56.1M
IVE
Ishares S&P 500 Value ETF

ETFs
43.4K
+ 32.19%
$189.5 - $206.17 $8.23M - $8.96M
178K $34.1M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
88.5K
+ 21.73%
$78.43 - $87.17 $6.94M - $7.71M
496K $39.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
17.1K
+ 152.02%
$417.69 - $450.94 $7.14M - $7.71M
28.3K $12.1M
MBB
Ishares Tr

ETFs
94.4K
+ 28.53%
$91.26 - $95.82 $8.62M - $9.05M
425K $39M
WFC
Wells Fargo & Company

Financial Services
41.5K
+ 13.29%
$54.98 - $77.35 $2.28M - $3.21M
354K $24.9M
PG
Procter & Gamble CO

Consumer Defensive
57.4K
+ 12.66%
$161.05 - $179.7 $9.25M - $10.3M
511K $85.7M
GS
Goldman Sachs Group Inc

Financial Services
3.31K
+ 4.88%
$486.1 - $608.57 $1.61M - $2.01M
71K $40.7M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
142K
+ 91.9%
$49.93 - $50.24 $7.08M - $7.12M
296K $14.8M
SYY
Sysco Corp

Consumer Defensive
88K
+ 507.6%
$73.63 - $81.77 $6.48M - $7.2M
105K $8.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16.8K
+ 8.08%
$442.29 - $483.08 $7.41M - $8.09M
224K $102M
EW
Edwards Lifesciences Corp

Healthcare
72.1K
+ 1794.73%
$64.54 - $75.92 $4.66M - $5.48M
76.2K $5.64M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
267K
+ 14.57%
$22.39 - $23.45 $5.97M - $6.25M
2.1M $48.2M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
91K
+ 12.22%
$70.31 - $77.39 $6.4M - $7.05M
836K $58.8M
XLK
Technology Sector Spdr

ETFs
20.8K
+ 80.98%
$220.26 - $241.44 $4.57M - $5.01M
46.4K $10.8M
VUG
Vanguard Growth ETF

ETFs
7.28K
+ 9.86%
$378.79 - $428.11 $2.76M - $3.12M
81.2K $33.3M
OEF
Ishares S&P 100 ETF

ETFs
18.3K
+ 53.07%
N/A
52.8K $14M
XLY
Select Sector Spdr Consumer Di

ETFs
20.6K
+ 296.68%
$194.8 - $239.43 $4.02M - $4.94M
27.6K $6.19M
RF
Regions Financial Corp

Financial Services
188K
+ 28.99%
$22.45 - $27.47 $4.23M - $5.17M
838K $19.7M
COST
Costco Wholesale Corp

Consumer Defensive
4.16K
+ 16.73%
$873.59 - $994.69 $3.64M - $4.14M
29K $26.6M
IVZ
Invesco Ltd.

Financial Services
258K
+ 42.61%
$16.78 - $18.63 $4.33M - $4.81M
864K $15.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
218K
+ 1574.57%
$22.4 - $68.28 $4.89M - $14.9M
232K $5.38M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
129K
+ 20.48%
$48.17 - $53.38 $6.22M - $6.89M
760K $37.1M
ICVT
Ishares Tr Convertible Bond Et

ETFs
49.4K
+ 543.15%
$83.09 - $89.28 $4.1M - $4.41M
58.4K $4.97M
Activity Summary
Buys All Purchases 1630 New Holdings 952 Increased Positions 678 Sells All Sells 480 Reductions 480 Sold out 0 Options Calls 0 Puts 0
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