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
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.08K
+ 4.08%
$9.47 - $11.46 $10.3K - $12.4K
27.7K $296K
PEY
Invesco Exchange Traded Fd Tr

ETFs
582
+ 8.46%
$20.82 - $22.08 $12.1K - $12.9K
7.46K $160K
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
1.61K
+ 198.52%
$8.25 - $8.59 $13.3K - $13.8K
2.42K $20K
AESR
Two Rds Shared Tranfield Us Eq

ETFs
1.07K
+ 22.25%
$16.08 - $18.37 $17.1K - $19.6K
5.85K $96K
PPG
Ppg Industries Inc

Basic Materials
354
+ 13.94%
$107.44 - $124.29 $38K - $44K
2.89K $316K
VOX
Vanguard Communication Service

ETFs
152
+ 9.29%
$147.73 - $169.24 $22.5K - $25.7K
1.79K $265K
TSCO
Tractor Supply CO

Consumer Cyclical
69
+ 1.54%
$51.66 - $57.94 $3.56K - $4K
4.56K $250K
PPA
Invesco Exchange Traded Fd Tr

ETFs
48
+ 1.36%
$113.59 - $123.29 $5.45K - $5.92K
3.58K $417K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
540
+ 0.65%
$10.77 - $11.29 $5.82K - $6.1K
83.3K $915K
KMX
Carmax Inc

Consumer Cyclical
376
+ 7.91%
$69.25 - $89.19 $26K - $33.5K
5.13K $399K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
612
+ 612.0%
$17.74 - $21.48 $10.9K - $13.1K
712 $12K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
364
+ 47.15%
N/A
1.14K $35K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
1K
+ 6.13%
$11.13 - $11.61 $11.1K - $11.6K
17.3K $193K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
325
+ 67.99%
$30.75 - $33.98 $9.99K - $11K
803 $25K
PID
Invesco Exchange Traded Fd Tr

ETFs
586
+ 887.88%
N/A
652 $11K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
96
+ 5.27%
$33.63 - $37.64 $3.23K - $3.61K
1.92K $70K
IWV
Ishares Russell 3000 ETF

ETFs
71
+ 8.74%
$313.1 - $349.83 $22.2K - $24.8K
883 $280K
KBE
Spdr S&P Bank ETF

ETFs
173
+ 576.67%
$51.28 - $59.92 $8.87K - $10.4K
203 $10K
SIL
Global X Silver Miners ETF

ETFs
106
+ 15.63%
$31.91 - $40.68 $3.38K - $4.31K
784 $30K
CWENA
Clearway Energy Inc Cl A
244
+ 30.12%
N/A
1.05K $36K
AOA
Ishares Tr Core Aggressive All

ETFs
116
+ 1.4%
$75.7 - $80.01 $8.78K - $9.28K
8.42K $644K
EMGF
Ishares Msci Emerging Markets

ETFs
87
+ 4.48%
$44.18 - $48.23 $3.84K - $4.2K
2.03K $95K
NURE
Nuveen Short Term Reit ETF

ETFs
487
+ 3.65%
$30.4 - $32.64 $14.8K - $15.9K
13.8K $432K
DFIS
Dimensional ETF Tr Dimensional

ETFs
167
+ 4.87%
$23.92 - $26.89 $3.99K - $4.49K
3.6K $92K
SMB
Vaneck Short Muni ETF

ETFs
486
+ 615.19%
$17.08 - $17.25 $8.3K - $8.38K
565 $9K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
100
+ 10.53%
$52.16 - $56.68 $5.22K - $5.67K
1.05K $58K
FTDS
First Trust Dividend Strength

ETFs
81
+ 1.32%
$49.71 - $53.36 $4.03K - $4.32K
6.23K $317K
EEMV
Ishares Msci Emerging Markets

ETFs
114
+ 6.35%
$57.07 - $59.29 $6.51K - $6.76K
1.91K $111K
JPIB
Jpmorgan International Bond Op

ETFs
128
+ 23.32%
$46.97 - $48.35 $6.01K - $6.19K
677 $32K
VONV
Vanguard Russell 1000 Value Et

ETFs
30
+ 1.02%
$80.21 - $86.14 $2.41K - $2.58K
2.97K $244K
EXI
Ishares Global Industrials ETF

ETFs
43
+ 390.91%
$140.1 - $150.86 $6.02K - $6.49K
54 $7K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
40
+ 2.1%
$37.06 - $41.11 $1.48K - $1.64K
1.95K $77K
AVUS
American Centy ETF Tr Avantis

ETFs
146
+ 9.75%
$90.7 - $101.57 $13.2K - $14.8K
1.64K $151K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
98
+ 204.17%
$60.05 - $72.21 $5.88K - $7.08K
146 $9K
FCG
First Tr Exchange Traded Fd

ETFs
170
+ 3.1%
$22.37 - $27.09 $3.8K - $4.61K
5.65K $140K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
61
+ 25.85%
$43.79 - $57.46 $2.67K - $3.51K
297 $16K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
135
+ 41.8%
$39.65 - $43.35 $5.35K - $5.85K
458 $19K
ISRA
Vaneck ETF Tr Israel ETF

ETFs
120
+ 31.75%
$42.18 - $47.24 $5.06K - $5.67K
498 $21K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
110
+ 36.07%
$51.3 - $56.76 $5.64K - $6.24K
415 $21K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
80
+ 28.57%
$94.32 - $110.46 $7.55K - $8.84K
360 $34K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
101
+ 7.07%
$49.6 - $50.28 $5.01K - $5.08K
1.53K $76K
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
1
+ 0.09%
$37.97 - $44.02 $38 - $44
1.1K $46K
FID
First Tr Exchange Trded Fd Vi

ETFs
73
+ 1.67%
$15.83 - $17.53 $1.16K - $1.28K
4.46K $76K
IYG
Ishares Tr

ETFs
55
+ 11.63%
$74.6 - $84.81 $4.1K - $4.66K
528 $41K
SCI
Service Corp International

Consumer Cyclical
9
+ 0.09%
$75.99 - $84.16 $684 - $757
9.73K $780K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
172
+ 17.5%
$49.34 - $55.91 $8.49K - $9.62K
1.16K $57K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
68
+ 485.71%
$50.72 - $50.92 $3.45K - $3.46K
82 $4K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
69
+ 5.18%
$49.69 - $50.76 $3.43K - $3.5K
1.4K $70K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
84
+ 5.58%
$55.41 - $60.74 $4.65K - $5.1K
1.59K $89K
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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