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
NVS
Novartis Ag

Healthcare
126
+ 2.07%
$96.78 - $117.18 $12.2K - $14.8K
6.22K $605K
HYXU
Ishares Global Ex Usd High Yie

ETFs
1.61K
+ 5.04%
$46.87 - $52.14 $75.6K - $84.2K
33.7K $1.58M
NOC
Northrop Grumman Corp

Industrials
19
+ 1.06%
$466.52 - $543.88 $8.86K - $10.3K
1.81K $849K
EXPD
Expeditors International Of Washington Inc

Industrials
234
+ 3.8%
$110.5 - $128.26 $25.9K - $30K
6.4K $708K
IWX
Ishares Tr Russell 200 Value E

ETFs
28.1K
+ 2.7%
$78.25 - $85.17 $2.2M - $2.4M
1.07M $84.5M
LOW
Lowes Companies Inc

Consumer Cyclical
836
+ 6.38%
$244.52 - $284.07 $204K - $237K
13.9K $3.44M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
1.68K
+ 1.54%
$34.5 - $36.32 $58.1K - $61.2K
111K $3.87M
CCI
Crown Castle International Corp

Real Estate
406
+ 7.45%
$89.78 - $119.11 $36.5K - $48.4K
5.86K $531K
AMCR
Amcor PLC

Consumer Cyclical
24.5K
+ 13.07%
$9.34 - $11.37 $229K - $278K
212K $1.99M
FEP
First Trust Europe Alphadex Fu

ETFs
41
+ 0.09%
$35.46 - $38.46 $1.45K - $1.58K
46.4K $1.66M
BAH
Booz Allen Hamilton Holding Corp

Industrials
219
+ 3.95%
$128.36 - $186.0 $28.1K - $40.7K
5.77K $742K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
906
+ 0.83%
$49.87 - $52.46 $45.2K - $47.5K
110K $5.47M
CWEN
Clearway Energy, Inc.

Utilities
7.06K
+ 9.4%
$25.71 - $30.74 $181K - $217K
82.1K $2.13M
ICE
Intercontinental Exchange, Inc.

Financial Services
17.2K
+ 7.3%
$148.29 - $166.93 $2.55M - $2.87M
252K $37.6M
DTE
Dte Energy CO

Utilities
4.68K
+ 4.8%
$117.04 - $129.77 $548K - $607K
102K $12.3M
CDW
Cdw Corp

Technology
440
+ 8.84%
$171.49 - $225.64 $75.5K - $99.3K
5.42K $943K
MDLZ
Mondelez International, Inc.

Consumer Defensive
7.68K
+ 16.65%
$59.25 - $72.99 $455K - $561K
53.8K $3.21M
IXUS
Ishares Tr

ETFs
5.41K
+ 6.41%
$65.95 - $72.56 $357K - $393K
89.8K $5.94M
DUK
Duke Energy Corp

Utilities
164
+ 0.58%
$105.76 - $120.76 $17.3K - $19.8K
28.7K $3.09M
SPGI
S&P Global Inc.

Financial Services
2.05K
+ 3.11%
$480.36 - $529.17 $984K - $1.08M
67.8K $33.8M
XYL
Xylem Inc.

Industrials
481
+ 3.43%
$116.02 - $137.45 $55.8K - $66.1K
14.5K $1.69M
SHW
Sherwin Williams CO

Basic Materials
278
+ 3.74%
$338.75 - $399.71 $94.2K - $111K
7.71K $2.62M
PFG
Principal Financial Group Inc

Financial Services
9.54K
+ 8.37%
$74.91 - $91.26 $715K - $871K
124K $9.57M
SAIC
Science Applications International Corp

Technology
151
+ 1.62%
$110.11 - $154.1 $16.6K - $23.3K
9.46K $1.06M
A
Agilent Technologies, Inc.

Healthcare
7.5K
+ 8.46%
$125.69 - $146.56 $943K - $1.1M
96.2K $12.9M
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.99K
+ 2.21%
$22.72 - $25.76 $68K - $77K
138K $3.22M
LXP
Lxp Industrial Trust

Real Estate
19.6K
+ 9.22%
$8.12 - $9.89 $159K - $194K
232K $1.88M
CSX
Csx Corp

Industrials
37.5K
+ 5.75%
$31.58 - $36.88 $1.18M - $1.38M
690K $22.3M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
30.4K
+ 6.34%
$21.81 - $23.88 $663K - $726K
510K $11.1M
AES
Aes Corp

Utilities
30.1K
+ 33.13%
$12.44 - $20.24 $374K - $608K
121K $1.55M
KHC
Kraft Heinz CO

Consumer Defensive
3.31K
+ 3.64%
$30.1 - $36.02 $99.5K - $119K
94.1K $2.89M
IDXX
Idexx Laboratories Inc

Healthcare
686
+ 10.8%
$406.92 - $495.42 $279K - $340K
7.04K $2.91M
VZ
Verizon Communications Inc

Communication Services
96.6K
+ 11.27%
$39.6 - $45.21 $3.82M - $4.37M
953K $38.1M
UNP
Union Pacific Corp

Industrials
373
+ 1.54%
$223.15 - $249.32 $83.2K - $93K
24.7K $5.62M
EXC
Exelon Corp

Utilities
34K
+ 5.97%
$36.22 - $40.97 $1.23M - $1.39M
603K $22.7M
FE
Firstenergy Corp

Utilities
17.9K
+ 7.37%
$39.14 - $44.52 $701K - $797K
261K $10.4M
GPC
Genuine Parts CO

Consumer Cyclical
1.69K
+ 5.94%
$113.11 - $143.63 $191K - $242K
30.1K $3.51M
EIX
Edison International

Utilities
9.73K
+ 5.69%
$77.93 - $88.36 $758K - $859K
181K $14.4M
CVS
Cvs Health Corp

Healthcare
4.71K
+ 11.99%
$43.78 - $67.46 $206K - $318K
44K $1.97M
CAG
Conagra Brands Inc.

Consumer Defensive
49.1K
+ 12.57%
$26.48 - $32.72 $1.3M - $1.61M
440K $12.2M
AMT
American Tower Corp

Real Estate
1.94K
+ 10.97%
$179.4 - $232.01 $347K - $449K
19.6K $3.59M
IHDG
Wisdomtree Tr

ETFs
4.69K
+ 1.39%
$43.38 - $46.0 $203K - $216K
343K $14.9M
AEP
American Electric Power CO Inc

Utilities
10.6K
+ 7.17%
$90.91 - $102.21 $964K - $1.08M
158K $14.6M
CAT
Caterpillar Inc

Industrials
385
+ 1.55%
$360.37 - $416.88 $139K - $160K
25.2K $9.13M
FNF
Fidelity National Financial, Inc.

Financial Services
7.81K
+ 4.5%
$55.19 - $63.83 $431K - $498K
181K $10.2M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
35.6K
+ 8.03%
$27.09 - $32.06 $964K - $1.14M
479K $13.4M
AMGN
Amgen Inc

Healthcare
12.3K
+ 19.75%
$258.78 - $328.31 $3.19M - $4.05M
74.7K $19.5M
PEG
Public Service Enterprise Group Inc

Utilities
3.84K
+ 1.79%
$81.87 - $94.51 $314K - $363K
218K $18.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
22.4K
+ 2.41%
$45.17 - $47.23 $1.01M - $1.06M
951K $43.1M
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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