Ae Wealth Management LLC Incresed Positions in Q3 2025

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
206K
+ 11.43%
$202.38 - $256.87 $41.7M - $53M
2.01M $512M
NVDA
Nvidia Corp

Technology
49.4K
+ 1.8%
$153.3 - $186.58 $7.57M - $9.21M
2.8M $522M
GOOGL
Alphabet Inc.

Communication Services
72.2K
+ 8.47%
$174.36 - $254.72 $12.6M - $18.4M
925K $225M
IVV
Ishares Core S&P 500 ETF

ETFs
63.3K
+ 15.68%
$620.67 - $670.08 $39.3M - $42.4M
467K $313M
SPYG
Spdr Portfolio

ETFs
292K
+ 10.76%
$94.33 - $105.31 $27.6M - $30.8M
3.01M $315M
MSFT
Microsoft Corp

Technology
58K
+ 7.05%
$491.09 - $535.64 $28.5M - $31M
880K $456M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
421K
+ 513.39%
$100.37 - $100.74 $42.3M - $42.4M
503K $50.7M
AVIG
American Centy ETF Tr Avantis

ETFs
921K
+ 21.99%
$41.02 - $42.32 $37.8M - $39M
5.11M $215M
AVGO
Broadcom Inc.

Technology
25.8K
+ 4.55%
$264.74 - $369.57 $6.82M - $9.52M
592K $195M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
509K
+ 19.52%
$52.12 - $55.33 $26.5M - $28.2M
3.12M $173M
AMZN
Amazon Com Inc

Consumer Cyclical
155K
+ 12.71%
$211.65 - $238.24 $32.7M - $36.8M
1.37M $301M
PLTR
Palantir Technologies Inc.

Technology
30.1K
+ 6.45%
$130.68 - $186.97 $3.93M - $5.62M
496K $90.5M
JPM
Jpmorgan Chase & CO

Financial Services
49.9K
+ 11.64%
$282.78 - $316.06 $14.1M - $15.8M
478K $151M
JNJ
Johnson & Johnson

Healthcare
50K
+ 11.6%
$155.17 - $185.42 $7.76M - $9.28M
481K $89.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
257K
+ 22.99%
$54.35 - $59.32 $14M - $15.3M
1.38M $81.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31.1K
+ 12.59%
$459.11 - $506.91 $14.3M - $15.8M
278K $140M
BOND
Pimco Active Bond Exchange Tra

ETFs
186K
+ 22.8%
$90.83 - $93.81 $16.9M - $17.5M
1M $93.7M
MU
Micron Technology Inc

Technology
20.5K
+ 6.08%
$104.88 - $168.89 $2.15M - $3.45M
357K $59.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.43K
+ 1.35%
$567.77 - $614.76 $2.51M - $2.72M
332K $203M
ABBV
Abb Vie Inc.

Healthcare
18.7K
+ 6.97%
$184.85 - $231.54 $3.45M - $4.32M
286K $66.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
702K
+ 29.19%
$22.64 - $23.22 $15.9M - $16.3M
3.1M $71.8M
OEF
Ishares S&P 100 ETF

ETFs
62.2K
+ 71.96%
N/A
149K $39.5M
VNLA
Janus Henderson Short Duration

ETFs
312K
+ 4.58%
$48.99 - $49.29 $15.3M - $15.4M
7.12M $351M
ORCL
Oracle Corp

Technology
13.8K
+ 7.27%
$218.96 - $328.33 $3.03M - $4.55M
204K $57.5M
FDIS
Fidelity Covington Tr Msci Con

ETFs
82.7K
+ 12.17%
$93.41 - $104.11 $7.73M - $8.61M
763K $78.5M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
120K
+ 16.21%
$87.07 - $93.06 $10.4M - $11.2M
860K $78.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
24.6K
+ 12.94%
$284.45 - $324.95 $6.99M - $7.99M
215K $68.7M
MCD
Mcdonalds Corp

Consumer Cyclical
36.3K
+ 12.93%
$291.67 - $316.99 $10.6M - $11.5M
317K $96.3M
FLRG
Fidelity Covington Tr U S Mult

ETFs
258K
+ 16.85%
$35.68 - $38.45 $9.21M - $9.92M
1.79M $68.8M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
117K
+ 12.52%
$77.92 - $81.94 $9.12M - $9.59M
1.05M $86.2M
XOM
Exxon Mobil Corp

Energy
80.7K
+ 9.54%
$105.83 - $117.22 $8.54M - $9.46M
926K $104M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
169K
+ 19.31%
$52.31 - $56.47 $8.82M - $9.52M
1.04M $58.8M
LLY
Eli Lilly & CO

Healthcare
18.2K
+ 26.67%
$625.65 - $812.69 $11.4M - $14.8M
86.4K $65.9M
CVX
Chevron Corp

Energy
47.3K
+ 11.16%
$145.57 - $161.83 $6.88M - $7.65M
471K $73.1M
IEFA
Ishares Tr

ETFs
107K
+ 20.32%
$81.7 - $87.53 $8.75M - $9.38M
634K $55.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.04K
+ 5.18%
$617.65 - $666.84 $4.35M - $4.69M
143K $95.2M
WMT
Walmart Inc.

Consumer Defensive
82.9K
+ 17.51%
$94.4 - $104.27 $7.83M - $8.64M
557K $57.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
398K
+ 53.35%
$25.67 - $27.21 $10.2M - $10.8M
1.14M $30.8M
GS
Goldman Sachs Group Inc

Financial Services
4.42K
+ 5.38%
$696.56 - $806.32 $3.08M - $3.56M
86.6K $68.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
27.3K
+ 4.1%
$108.97 - $121.65 $2.97M - $3.32M
693K $83.7M
PG
Procter & Gamble CO

Consumer Defensive
88.1K
+ 15.25%
$150.47 - $161.22 $13.3M - $14.2M
666K $102M
VTWO
Vanguard Russell 2000 ETF

ETFs
82.6K
+ 43.77%
$86.92 - $99.32 $7.18M - $8.2M
271K $26.5M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
92.7K
+ 16.29%
$78.88 - $85.2 $7.31M - $7.9M
662K $55.2M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
141K
+ 15.37%
$49.48 - $53.78 $6.96M - $7.56M
1.06M $55.4M
AMAT
Applied Materials Inc

Technology
28K
+ 15.51%
$156.25 - $204.95 $4.38M - $5.75M
209K $42.8M
APA
Apa Corp

Energy
385K
+ 2049.42%
$18.06 - $24.69 $6.95M - $9.5M
404K $9.8M
AMD
Advanced Micro Devices Inc

Technology
19.2K
+ 6.32%
$134.8 - $184.42 $2.58M - $3.53M
322K $52.2M
CSCO
Cisco Systems, Inc.

Technology
142K
+ 13.56%
$66.2 - $71.79 $9.42M - $10.2M
1.19M $81.5M
MA
Mastercard Inc

Financial Services
13.7K
+ 11.66%
$550.18 - $598.96 $7.55M - $8.22M
131K $74.8M
Activity Summary
Buys All Purchases 1347 New Holdings 247 Increased Positions 1100 Sells All Sells 678 Reductions 678 Sold out 0 Options Calls 0 Puts 0
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