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
STZ
Constellation Brands, Inc.

Consumer Defensive
25
+ 1.69%
$161.05 - $222.93 $4.03K - $5.57K
1.51K $276K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.48K
+ 4.4%
$57.21 - $65.8 $142K - $163K
58.8K $3.43M
CCL
Carnival Corp

Consumer Cyclical
2.39K
+ 9.87%
$19.08 - $28.49 $45.6K - $68.1K
26.6K $519K
IWM
Ishares Russell 2000 ETF

ETFs
1.88K
+ 8.78%
$198.1 - $229.79 $372K - $432K
23.3K $4.64M
DEO
Diageo PLC

Consumer Defensive
44
+ 0.93%
$104.79 - $126.12 $4.61K - $5.55K
4.78K $501K
SOXX
Ishares Semiconductor ETF

ETFs
62
+ 1.46%
$188.17 - $235.81 $11.7K - $14.6K
4.31K $811K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.14K
+ 11.99%
$165.25 - $224.62 $188K - $255K
10.6K $1.76M
SKYY
First Trust Cloud Computing Et

ETFs
297
+ 3.54%
$102.23 - $131.18 $30.4K - $39K
8.69K $888K
MS
Morgan Stanley

Financial Services
26
+ 0.19%
$111.68 - $141.08 $2.9K - $3.67K
13.9K $1.63M
BX
Blackstone Inc.

Financial Services
508
+ 8.02%
$136.53 - $186.74 $69.4K - $94.9K
6.84K $956K
SNPS
Synopsys Inc

Technology
245
+ 5.43%
$428.58 - $551.54 $105K - $135K
4.76K $2.04M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.71K
+ 10.23%
$211.47 - $267.17 $361K - $457K
18.4K $3.9M
FDMO
Fidelity Covington Tr Momentum

ETFs
3.55K
+ 4.21%
$63.36 - $74.35 $225K - $264K
87.8K $5.71M
CDNS
Cadence Design Systems Inc

Technology
841
+ 9.62%
$233.96 - $324.52 $197K - $273K
9.59K $2.44M
PRU
Prudential Financial Inc

Financial Services
7.82K
+ 5.0%
$105.04 - $122.33 $821K - $957K
164K $18.3M
VBR
Vanguard Small Cap Value ETF

ETFs
1.25K
+ 3.38%
$183.02 - $207.75 $229K - $260K
38.3K $7.14M
DAL
Delta Air Lines, Inc.

Industrials
3.09K
+ 14.87%
$43.6 - $69.06 $135K - $213K
23.9K $1.04M
DHR
Danaher Corp

Healthcare
232
+ 1.91%
$201.62 - $250.59 $46.8K - $58.1K
12.4K $2.54M
WDAY
Workday, Inc.

Technology
46
+ 0.39%
$233.53 - $277.82 $10.7K - $12.8K
11.9K $2.78M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
2.42K
+ 0.72%
$32.81 - $35.43 $79.2K - $85.6K
339K $11.3M
VGT
Vanguard Information Technolog

ETFs
805
+ 8.77%
$542.38 - $646.34 $437K - $520K
9.98K $5.41M
ADBE
Adobe Inc.

Technology
3.15K
+ 12.84%
$377.84 - $464.11 $1.19M - $1.46M
27.7K $10.6M
BEN
Franklin Resources Inc

Financial Services
15.2K
+ 2.4%
$18.92 - $22.24 $288K - $339K
651K $12.5M
HD
Home Depot, Inc.

Consumer Cyclical
9.69K
+ 5.53%
$347.25 - $424.87 $3.36M - $4.12M
185K $67.7M
VCR
Vanguard Consumer Discretionar

ETFs
712
+ 5.42%
$318.51 - $391.75 $227K - $279K
13.9K $4.51M
IYW
Ishares Dj Us Tech ETF

ETFs
13.8K
+ 10.14%
$140.44 - $166.79 $1.94M - $2.31M
150K $21.1M
EMR
Emerson Electric CO

Industrials
15.1K
+ 8.65%
$108.64 - $131.17 $1.64M - $1.98M
189K $20.8M
KKR
Kkr & Co. Inc.

Financial Services
8.46K
+ 14.82%
$108.17 - $167.07 $915K - $1.41M
65.5K $7.58M
TMO
Thermo Fisher Scientific Inc.

Healthcare
956
+ 1.59%
$497.6 - $606.74 $476K - $580K
60.9K $30.3M
BWA
Borgwarner Inc

Consumer Cyclical
12.1K
+ 3.02%
$27.78 - $32.9 $335K - $397K
411K $11.8M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
9.85K
+ 4.92%
$68.07 - $78.99 $670K - $778K
210K $14.3M
HON
Honeywell International Inc

Industrials
2.32K
+ 2.3%
$202.75 - $226.52 $469K - $524K
103K $21.8M
EIX
Edison International

Utilities
45.9K
+ 25.43%
$50.06 - $80.01 $2.3M - $3.67M
227K $13.3M
DELL
Dell Technologies Inc.

Technology
8.56K
+ 10.36%
$90.34 - $124.66 $773K - $1.07M
91.2K $8.31M
ETN
Eaton Corp PLC

Industrials
4.21K
+ 10.45%
$271.83 - $371.23 $1.14M - $1.56M
44.5K $12.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
12.1K
+ 2.49%
$168.16 - $186.21 $2.04M - $2.26M
499K $85.3M
HBAN
Huntington Bancshares Inc

Financial Services
11K
+ 0.87%
$14.28 - $17.39 $157K - $192K
1.28M $19.2M
VST
Vistra Corp.

Utilities
4.71K
+ 4.23%
$108.49 - $191.89 $511K - $904K
116K $13.6M
CSX
Csx Corp

Industrials
7.37K
+ 1.07%
$29.11 - $33.67 $214K - $248K
697K $20.5M
FDIS
Fidelity Covington Tr Msci Con

ETFs
68.1K
+ 11.69%
$82.77 - $101.84 $5.63M - $6.93M
651K $55M
EVR
Evercore Inc.

Financial Services
10.4K
+ 19.42%
$190.28 - $291.27 $1.98M - $3.03M
63.9K $12.8M
JBHT
Hunt J B Transport Services Inc

Industrials
3.13K
+ 2.74%
$146.12 - $186.55 $457K - $583K
117K $17.3M
IEX
Idex Corp

Industrials
953
+ 0.65%
$178.23 - $224.31 $170K - $214K
147K $26.6M
CRM
Salesforce, Inc.

Technology
4.76K
+ 3.39%
$268.36 - $359.95 $1.28M - $1.71M
145K $38.9M
SPYG
Spdr Portfolio

ETFs
99.9K
+ 4.3%
$80.05 - $92.39 $8M - $9.23M
2.42M $195M
MSFT
Microsoft Corp

Technology
63.3K
+ 8.38%
$375.39 - $447.2 $23.8M - $28.3M
818K $307M
AMZN
Amazon Com Inc

Consumer Cyclical
46.1K
+ 4.7%
$190.26 - $242.06 $8.77M - $11.2M
1.03M $195M
TSLA
Tesla, Inc.

Consumer Cyclical
19K
+ 9.29%
$222.15 - $428.22 $4.21M - $8.12M
223K $57.8M
AVGO
Broadcom Inc.

Technology
30.9K
+ 6.43%
$167.43 - $244.7 $5.17M - $7.55M
511K $85.6M
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
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