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
DHS
Wisdomtree Tr U.S

ETFs
3
+ 18.75%
$91.55 - $99.74 $275 - $299
19 $1K
Elevation Series Trust
10.9K
+ 0.63%
N/A
1.74M $0
Ishares Bitcoin Trust ETF
8.3K
+ 56.37%
N/A
23K $0
Grayscale Ethereum Trust ETF
3.37K
+ 37.86%
N/A
12.3K $0
First Tr Exchng Traded Fd Vi
5
+ 0.12%
N/A
4.14K $0
Innovator Etfs Trust
13.4K
+ 636.17%
N/A
15.5K $0
Innovator Etfs Trust
1.82K
+ 16.44%
N/A
12.9K $0
HIGH
Simplify Exchange Traded Fds E
46.6K
+ 8.12%
N/A
620K $0
YALL
Tidal ETF Tr God Bless Amer Et
3.23K
+ 9.61%
N/A
36.9K $0
MCO
Moodys Corp

Financial Services
20
+ 1.54%
$437.8 - $527.48 $8.76K - $10.5K
1.32K $614K
GEF
Greif, Inc

Consumer Cyclical
4
+ 4.0%
$54.57 - $62.45 $218 - $250
104 $5K
FDIG
Fidelity Covington Tr Crypto I

ETFs
543
+ 31.41%
$24.23 - $36.63 $13.2K - $19.9K
2.27K $55K
VLY
Valley National Bancorp

Financial Services
18
+ 0.14%
$8.56 - $10.42 $154 - $188
13.1K $116K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
22
+ 2.6%
$31.77 - $36.65 $699 - $806
869 $27K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
27
+ 1.09%
$33.17 - $35.48 $896 - $958
2.5K $83K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
14
+ 2.51%
$37.84 - $44.02 $530 - $616
571 $21K
FTQI
First Trust ETF Vi First Trust

ETFs
21
+ 1.16%
$18.72 - $21.32 $393 - $448
1.83K $34K
PNQI
Invesco Nasdaq Internet ETF

ETFs
9
+ 0.62%
$43.72 - $51.15 $393 - $460
1.46K $64K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
3
+ 0.32%
$70.83 - $76.62 $212 - $230
953 $67K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
34
+ 3.64%
$99.49 - $112.88 $3.38K - $3.84K
969 $96K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
97
+ 2.9%
$31.63 - $35.22 $3.07K - $3.42K
3.45K $110K
ILDR
First Tr Exchange Traded Fd Vi
2.39K
+ 8.69%
$23.32 - $28.0 $55.8K - $66.9K
29.9K $697K
HAL
Halliburton CO

Energy
605
+ 5.1%
$24.15 - $29.9 $14.6K - $18.1K
12.5K $316K
BIIB
Biogen Inc.

Healthcare
141
+ 8.87%
$133.43 - $153.27 $18.8K - $21.6K
1.73K $236K
BAPR
Innovator U.S. Equity Buffer E

ETFs
104
+ 1.55%
$41.97 - $46.03 $4.36K - $4.79K
6.82K $289K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
174
+ 6.71%
$33.65 - $43.06 $5.86K - $7.49K
2.77K $93K
SPG
Simon Property Group Inc

Real Estate
1
+ 0.07%
$159.48 - $187.78 $159 - $188
1.4K $231K
HPQ
Hp Inc

Technology
61.9K
+ 17.75%
$27.69 - $34.72 $1.71M - $2.15M
410K $11.4M
NVO
Novo Nordisk A S

Healthcare
989
+ 20.81%
$69.3 - $90.95 $68.5K - $89.9K
5.74K $398K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.33K
+ 18.39%
$47.79 - $59.89 $111K - $139K
15K $751K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
330
+ 11.95%
$161.27 - $192.3 $53.2K - $63.5K
3.09K $498K
UNOV
Earth Science Tech, Inc.

ETFs
149
+ 0.62%
$33.76 - $35.42 $5.03K - $5.28K
24.1K $816K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
32
+ 1.46%
$36.64 - $45.76 $1.17K - $1.46K
2.23K $83K
DYAI
Dyadic International Inc

Healthcare
4.58K
+ 9.3%
$1.32 - $1.96 $6.04K - $8.97K
53.8K $72K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1
+ 0.31%
$200.77 - $270.08 $201 - $270
322 $64K
AMP
Ameriprise Financial Inc

Financial Services
137
+ 7.99%
$472.29 - $575.13 $64.7K - $78.8K
1.85K $896K
TTEC
Ttec Holdings, Inc.

Technology
5.56K
+ 27.14%
$3.12 - $4.81 $17.3K - $26.7K
26K $85K
BKNG
Booking Holdings Inc.

Consumer Cyclical
22
+ 6.67%
$4295.4 - $5141.88 $94.5K - $113K
352 $1.62M
FEX
First Tr Large Cap Core Alphde

ETFs
64
+ 0.47%
$99.27 - $109.89 $6.35K - $7.03K
13.7K $1.4M
FN
Fabrinet

Technology
48
+ 3.8%
$183.66 - $267.24 $8.82K - $12.8K
1.31K $259K
BMI
Badger Meter Inc

Technology
17
+ 1.58%
$189.49 - $221.51 $3.22K - $3.77K
1.09K $207K
EQIX
Equinix Inc

Real Estate
12
+ 5.08%
$803.0 - $959.97 $9.64K - $11.5K
248 $202K
SOFI
So Fi Technologies, Inc.

Financial Services
3.11K
+ 20.7%
$11.18 - $18.03 $34.7K - $56K
18.1K $210K
VV
Vanguard Large Cap ETF

ETFs
80
+ 2.36%
$253.32 - $282.66 $20.3K - $22.6K
3.46K $890K
NXPI
Nxp Semiconductors N.V.

Technology
393
+ 6.93%
$189.99 - $245.86 $74.7K - $96.6K
6.07K $1.15M
IGV
Ishares Expanded Tech Software

ETFs
480
+ 7.32%
$88.3 - $107.83 $42.4K - $51.8K
7.04K $626K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
349
+ 9.04%
$48.65 - $66.04 $17K - $23K
4.21K $224K
COIN
Coinbase Global, Inc.

Technology
245
+ 23.65%
$172.23 - $301.3 $42.2K - $73.8K
1.28K $220K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
74
+ 0.06%
$20.7 - $21.15 $1.53K - $1.57K
125K $2.58M
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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