Ae Wealth Management LLC Incresed Positions in Q2 2025

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
222K
+ 8.78%
$94.31 - $157.99 $20.9M - $35M
2.75M $434M
MSFT
Microsoft Corp

Technology
3.9K
+ 0.48%
$354.56 - $497.45 $1.38M - $1.94M
822K $409M
META
Meta Platforms, Inc.

Communication Services
66.4K
+ 28.63%
$484.66 - $738.09 $32.2M - $49M
298K $220M
AMZN
Amazon Com Inc

Consumer Cyclical
190K
+ 18.48%
$167.32 - $223.3 $31.7M - $42.4M
1.22M $267M
AVGO
Broadcom Inc.

Technology
54.8K
+ 10.73%
$146.29 - $275.65 $8.02M - $15.1M
566K $156M
SPYG
Spdr Portfolio

ETFs
296K
+ 12.22%
$71.83 - $95.32 $21.3M - $28.2M
2.72M $259M
IVV
Ishares Core S&P 500 ETF

ETFs
69.4K
+ 20.75%
$498.8 - $620.9 $34.6M - $43.1M
404K $251M
VNLA
Janus Henderson Short Duration

ETFs
912K
+ 15.46%
$48.74 - $49.2 $44.4M - $44.9M
6.81M $335M
SPY
Spdr S&P 500 ETF Trust

ETFs
60.8K
+ 80.99%
$496.48 - $617.85 $30.2M - $37.6M
136K $84M
PLTR
Palantir Technologies Inc.

Technology
160K
+ 52.31%
$74.01 - $144.25 $11.8M - $23.1M
466K $63.5M
IWY
Ishares Tr Russell 200 Growth

ETFs
28.3K
+ 4.72%
$187.5 - $246.51 $5.31M - $6.98M
628K $155M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
481K
+ 22.58%
$45.11 - $52.34 $21.7M - $25.2M
2.61M $137M
WMT
Walmart Inc.

Consumer Defensive
254K
+ 115.7%
$81.79 - $99.98 $20.8M - $25.4M
474K $46.3M
GOOGL
Alphabet Inc.

Communication Services
55.5K
+ 6.97%
$144.7 - $178.6 $8.03M - $9.92M
853K $150M
JPM
Jpmorgan Chase & CO

Financial Services
30.8K
+ 7.76%
$210.28 - $289.91 $6.48M - $8.94M
428K $124M
TROW
Price T Rowe Group Inc

Financial Services
243K
+ 11027.93%
$80.27 - $98.06 $19.5M - $23.8M
245K $23.6M
DFAU
Dimensional ETF Tr

ETFs
303K
+ 13.74%
$34.04 - $42.36 $10.3M - $12.9M
2.51M $106M
VLO
Valero Energy Corp

Energy
150K
+ 1421.07%
$104.69 - $141.77 $15.8M - $21.3M
161K $21.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
771K
+ 62.17%
$17.76 - $22.1 $13.7M - $17M
2.01M $44.4M
NFLX
Netflix Inc

Communication Services
1.9K
+ 4.52%
$855.86 - $1339.13 $1.63M - $2.54M
43.9K $58.8M
AVIG
American Centy ETF Tr Avantis

ETFs
446K
+ 11.9%
$40.41 - $41.62 $18M - $18.5M
4.19M $174M
ADM
Archer Daniels Midland CO

Consumer Defensive
341K
+ 1201.5%
$41.79 - $54.16 $14.3M - $18.5M
370K $19.5M
IEMG
Ishares Inc

ETFs
333K
+ 26.28%
N/A
1.6M $85.7M
TSLA
Tesla, Inc.

Consumer Cyclical
13.8K
+ 6.18%
$221.86 - $362.89 $3.06M - $5M
237K $75.2M
V
Visa Inc.

Financial Services
44.3K
+ 24.77%
$308.27 - $373.31 $13.7M - $16.5M
223K $79.3M
GS
Goldman Sachs Group Inc

Financial Services
5.98K
+ 7.85%
$462.22 - $707.75 $2.76M - $4.23M
82.1K $58.1M
DIS
Walt Disney CO

Communication Services
115K
+ 185.56%
$81.72 - $124.01 $9.42M - $14.3M
177K $22M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
308K
+ 15.83%
$49.79 - $50.75 $15.3M - $15.6M
2.26M $114M
BOND
Pimco Active Bond Exchange Tra

ETFs
172K
+ 26.6%
$89.87 - $92.93 $15.4M - $16M
818K $75.4M
ES
Eversource Energy

Utilities
229K
+ 382.22%
$54.25 - $65.89 $12.4M - $15.1M
289K $18.4M
UBER
Uber Technologies, Inc

Technology
121K
+ 79.02%
$64.62 - $93.3 $7.83M - $11.3M
275K $25.6M
CVS
Cvs Health Corp

Healthcare
208K
+ 607.48%
$60.04 - $70.18 $12.5M - $14.6M
242K $16.7M
MU
Micron Technology Inc

Technology
20K
+ 6.32%
$64.72 - $127.91 $1.29M - $2.56M
336K $41.4M
GPC
Genuine Parts CO

Consumer Cyclical
112K
+ 351.95%
$105.54 - $129.09 $11.8M - $14.4M
143K $17.4M
GIS
General Mills Inc

Consumer Defensive
265K
+ 469.22%
$50.37 - $60.97 $13.3M - $16.1M
321K $16.6M
ORI
Old Republic International Corp

Financial Services
345K
+ 1087.29%
$35.25 - $39.79 $12.1M - $13.7M
376K $14.5M
AMD
Advanced Micro Devices Inc

Technology
9.89K
+ 3.37%
$78.21 - $143.81 $774K - $1.42M
303K $43M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
127K
+ 17.61%
$100.04 - $100.54 $12.7M - $12.8M
851K $85.5M
MA
Mastercard Inc

Financial Services
19.5K
+ 19.87%
$479.92 - $590.74 $9.37M - $11.5M
118K $66.2M
CSCO
Cisco Systems, Inc.

Technology
69K
+ 7.04%
$53.19 - $69.38 $3.67M - $4.78M
1.05M $72.8M
PNW
Pinnacle West Capital Corp

Utilities
137K
+ 4666.1%
$88.3 - $95.43 $12.1M - $13M
140K $12.5M
EXC
Exelon Corp

Utilities
316K
+ 52.84%
$42.2 - $47.37 $13.3M - $14.9M
913K $39.6M
AMAT
Applied Materials Inc

Technology
35.8K
+ 24.65%
$126.95 - $183.52 $4.54M - $6.56M
181K $33.1M
EIX
Edison International

Utilities
256K
+ 113.03%
$48.32 - $59.92 $12.4M - $15.3M
483K $24.9M
IWS
Ishares Russell Midcap Value E

ETFs
72.4K
+ 24.72%
$110.58 - $132.14 $8.01M - $9.57M
365K $48.3M
FLRG
Fidelity Covington Tr U S Mult

ETFs
212K
+ 16.08%
$29.74 - $35.95 $6.31M - $7.63M
1.53M $55.1M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
341K
+ 4456.85%
$28.96 - $32.46 $9.88M - $11.1M
349K $11.1M
VUG
Vanguard Growth ETF

ETFs
13.6K
+ 18.69%
$329.49 - $438.4 $4.48M - $5.97M
86.4K $37.9M
BALT
Innovator Etfs Tr
315K
+ 175.46%
$30.33 - $32.1 $9.55M - $10.1M
494K $15.9M
Activity Summary
Buys All Purchases 1087 New Holdings 146 Increased Positions 941 Sells All Sells 825 Reductions 823 Sold out 2 Options Calls 10 Puts 0
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