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
EDIV
Spdr S&P Emerging Dividends Et

ETFs
5.98K
+ 1.46%
$34.83 - $38.05 $208K - $227K
414K $14.6M
HPQ
Hp Inc

Technology
6.47K
+ 1.89%
$32.46 - $39.3 $210K - $254K
349K $11.4M
AFL
Aflac Inc

Financial Services
12.9K
+ 4.78%
$100.37 - $115.27 $1.29M - $1.48M
282K $29.2M
NKE
Nike, Inc.

Consumer Cyclical
26.5K
+ 11.43%
$73.36 - $89.13 $1.95M - $2.36M
259K $19.6M
MRK
Merck & Co., Inc.

Healthcare
61.2K
+ 12.24%
$96.31 - $114.76 $5.9M - $7.03M
561K $55.8M
UBER
Uber Technologies, Inc

Technology
16.7K
+ 12.44%
$59.93 - $86.34 $1M - $1.44M
151K $9.1M
BWA
Borgwarner Inc

Consumer Cyclical
21.2K
+ 5.62%
$31.48 - $35.49 $669K - $754K
399K $12.7M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
14.9K
+ 1.93%
$50.14 - $52.56 $748K - $784K
789K $39.7M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
3.78K
+ 1.68%
$52.07 - $58.13 $197K - $220K
228K $11.9M
WDIV
Spdr S&P Global Dividend ETF

ETFs
5.45K
+ 1.63%
$61.96 - $66.71 $337K - $363K
339K $21M
ABBV
Abb Vie Inc.

Healthcare
17.8K
+ 7.87%
$164.99 - $203.87 $2.94M - $3.63M
244K $43.3M
BBY
Best Buy CO Inc

Consumer Cyclical
6.87K
+ 5.66%
$85.2 - $101.35 $586K - $697K
128K $11M
VGLT
Vanguard Long Term Treasury Et

ETFs
13.8K
+ 3.5%
$55.1 - $61.74 $759K - $850K
408K $22.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
796K
+ 109.34%
$18.41 - $40.87 $14.7M - $32.5M
1.52M $28.2M
OMC
Omnicom Group Inc.

Communication Services
16.2K
+ 8.88%
$85.82 - $105.47 $1.39M - $1.71M
199K $17.1M
STX
Seagate Technology Holdings PLC

Technology
4.51K
+ 4.78%
$86.31 - $112.64 $389K - $508K
99K $8.54M
XOM
Exxon Mobil Corp

Energy
46K
+ 6.4%
$105.51 - $125.37 $4.85M - $5.76M
764K $82.2M
LYB
Lyondell Basell Industries N.V.

Basic Materials
12.9K
+ 9.22%
$72.97 - $96.75 $945K - $1.25M
153K $11.4M
EFV
Msci Eafe Value ETF

ETFs
56.9K
+ 5.64%
$51.78 - $57.15 $2.94M - $3.25M
1.06M $55.8M
MU
Micron Technology Inc

Technology
30.9K
+ 12.2%
$84.16 - $113.41 $2.6M - $3.51M
285K $24M
PHM
Pultegroup Inc

Consumer Cyclical
5.66K
+ 5.95%
$108.86 - $149.04 $616K - $844K
101K $11M
FMC
Fmc Corp

Basic Materials
17.9K
+ 8.65%
$47.86 - $66.62 $857K - $1.19M
225K $10.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.43K
+ 7.97%
$501.29 - $612.85 $2.22M - $2.71M
60K $31.2M
NEM
Newmont Corp

Basic Materials
25.3K
+ 9.6%
$37.0 - $58.68 $935K - $1.48M
288K $10.7M
IEFA
Ishares Tr

ETFs
11.5K
+ 2.06%
$70.06 - $77.43 $809K - $894K
571K $40.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
130K
+ 89.78%
$26.93 - $84.95 $3.51M - $11.1M
275K $7.52M
AMD
Advanced Micro Devices Inc

Technology
25.3K
+ 11.38%
$118.88 - $172.8 $3.01M - $4.37M
248K $29.9M
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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