Ae Wealth Management LLC Incresed Positions in Q3 2024

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVIG
American Centy ETF Tr Avantis

ETFs
2.35M
+ 306.5%
$40.41 - $42.73 $94.8M - $100M
3.11M $132M
SPYG
Spdr Portfolio

ETFs
821K
+ 59.78%
$73.38 - $84.1 $60.3M - $69.1M
2.19M $182M
AVGO
Broadcom Inc.

Technology
427K
+ 9121.38%
$136.27 - $1745.86 $58.2M - $745M
432K $74.5M
NVDA
Nvidia Corp

Technology
390K
+ 21.85%
$98.91 - $134.91 $38.5M - $52.6M
2.17M $264M
IEFA
Ishares Tr

ETFs
389K
+ 228.7%
$70.09 - $78.74 $27.3M - $30.6M
559K $43.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
396K
+ 25.21%
$48.51 - $52.86 $19.2M - $20.9M
1.96M $104M
BOND
Pimco Active Bond Exchange Tra

ETFs
285K
+ 299.7%
$90.01 - $95.32 $25.7M - $27.2M
381K $36M
IVV
Ishares Core S&P 500 ETF

ETFs
29.3K
+ 10.22%
$520.18 - $576.82 $15.2M - $16.9M
316K $182M
MU
Micron Technology Inc

Technology
241K
+ 1907.48%
$86.27 - $136.82 $20.8M - $33M
254K $26.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
429K
+ 143.36%
$36.98 - $41.55 $15.9M - $17.8M
728K $29.9M
AMAT
Applied Materials Inc

Technology
81.7K
+ 576.14%
$174.88 - $254.97 $14.3M - $20.8M
95.9K $19.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
487K
+ 61.19%
$26.69 - $29.87 $13M - $14.5M
1.28M $37.3M
MSFT
Microsoft Corp

Technology
60.3K
+ 9.76%
$395.15 - $467.56 $23.8M - $28.2M
678K $292M
EFV
Msci Eafe Value ETF

ETFs
192K
+ 23.6%
$51.72 - $57.96 $9.95M - $11.1M
1.01M $58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.86K
+ 3.94%
$405.19 - $478.57 $3.18M - $3.76M
207K $95.5M
AMGN
Amgen Inc

Healthcare
43.2K
+ 224.35%
$309.38 - $337.38 $13.4M - $14.6M
62.4K $20.1M
IWX
Ishares Tr Russell 200 Value E

ETFs
88K
+ 9.24%
$74.49 - $81.27 $6.56M - $7.15M
1.04M $84.6M
FDIS
Fidelity Covington Tr Msci Con

ETFs
114K
+ 30.1%
$75.81 - $88.73 $8.68M - $10.2M
495K $43.8M
PHM
Pultegroup Inc

Consumer Cyclical
86.8K
+ 1031.55%
$103.95 - $144.98 $9.03M - $12.6M
95.3K $13.7M
WFC
Wells Fargo & Company

Financial Services
218K
+ 232.34%
$51.58 - $60.97 $11.3M - $13.3M
312K $17.6M
META
Meta Platforms, Inc.

Communication Services
859
+ 0.52%
$453.41 - $572.44 $389K - $492K
166K $95M
AMZN
Amazon Com Inc

Consumer Cyclical
94.3K
+ 11.02%
$161.02 - $200.0 $15.2M - $18.9M
950K $177M
MCD
Mcdonalds Corp

Consumer Cyclical
1.76K
+ 0.8%
$245.82 - $304.51 $433K - $536K
223K $67.9M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
462K
+ 2641.35%
$23.04 - $23.97 $10.6M - $11.1M
480K $11.4M
UNH
Unitedhealth Group Inc

Healthcare
2.84K
+ 2.31%
$488.01 - $604.18 $1.39M - $1.72M
126K $73.7M
DFAU
Dimensional ETF Tr

ETFs
148K
+ 8.74%
$35.8 - $39.69 $5.29M - $5.86M
1.84M $72.9M
AFL
Aflac Inc

Financial Services
36.2K
+ 15.52%
$88.52 - $111.8 $3.2M - $4.04M
269K $30.1M
AKAM
Akamai Technologies Inc

Technology
98.9K
+ 404.25%
N/A
123K $11.2M
GE
General Electric CO

Industrials
42K
+ 134.25%
$156.66 - $189.66 $6.58M - $7.97M
73.3K $13.8M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
83K
+ 15.16%
$43.67 - $51.82 $3.63M - $4.3M
631K $32.7M
VNLA
Janus Henderson Short Duration

ETFs
129K
+ 3.03%
$48.34 - $49.08 $6.25M - $6.35M
4.4M $216M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
106K
+ 18.81%
$48.71 - $54.57 $5.17M - $5.8M
671K $36.4M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
48.8K
+ 7.01%
$64.53 - $72.17 $3.15M - $3.52M
745K $53.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
155K
+ 31.93%
$44.83 - $47.42 $6.94M - $7.34M
639K $30.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
19.1K
+ 8.84%
$136.93 - $162.81 $2.61M - $3.11M
235K $37.8M
IDU
Ishares Tr U S Utils ETF

ETFs
74.9K
+ 196.21%
$87.2 - $102.21 $6.53M - $7.65M
113K $11.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
287K
+ 18.58%
$22.38 - $23.66 $6.42M - $6.78M
1.83M $42.9M
JNJ
Johnson & Johnson

Healthcare
18.2K
+ 5.66%
$145.48 - $167.38 $2.65M - $3.05M
340K $55.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
19.5K
+ 17.41%
$256.4 - $289.78 $5M - $5.65M
131K $37.3M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
69.5K
+ 20.58%
$71.9 - $79.86 $5M - $5.55M
407K $32.4M
XOM
Exxon Mobil Corp

Energy
53.9K
+ 8.11%
$109.72 - $119.0 $5.91M - $6.41M
718K $84.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
110K
+ 22.83%
$57.8 - $60.8 $6.33M - $6.66M
589K $35.6M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
206K
+ 220.27%
$31.91 - $34.68 $6.58M - $7.15M
300K $10.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
86.5K
+ 1018.87%
$75.32 - $84.37 $6.51M - $7.29M
94.9K $7.94M
LLY
Eli Lilly & CO

Healthcare
9.61K
+ 15.1%
$772.14 - $960.02 $7.42M - $9.22M
73.2K $64.9M
YUM
Yum Brands Inc

Consumer Cyclical
44.5K
+ 33.85%
$125.95 - $139.96 $5.6M - $6.23M
176K $24.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
6.01K
+ 12.12%
$531.86 - $624.21 $3.19M - $3.75M
55.6K $34.4M
GS
Goldman Sachs Group Inc

Financial Services
8.91K
+ 15.14%
$459.02 - $510.25 $4.09M - $4.54M
67.7K $33.5M
XLU
Utilities Sector Spdr

ETFs
82.1K
+ 401.87%
$67.67 - $80.78 $5.55M - $6.63M
103K $8.28M
Activity Summary
Buys All Purchases 660 New Holdings 120 Increased Positions 540 Sells All Sells 566 Reductions 566 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email