Ae Wealth Management LLC Incresed Positions in Q2 2025

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
95
+ 0.38%
$66.5 - $71.25 $6.32K - $6.77K
25.1K $1.75M
CION
Cion Investment Corp

Financial Services
1.04K
+ 3.25%
$8.68 - $10.48 $9.06K - $10.9K
33.1K $316K
KHC
Kraft Heinz CO

Consumer Defensive
15.4K
+ 17.16%
$25.61 - $30.81 $394K - $474K
105K $2.71M
LNC
Lincoln National Corp

Financial Services
136
+ 0.7%
$28.95 - $37.27 $3.94K - $5.07K
19.5K $673K
ACGL
Arch Capital Group Ltd.

Financial Services
78
+ 1.18%
$84.99 - $96.82 $6.63K - $7.55K
6.71K $610K
HQH
Tekla Healthcare Investors

Financial Services
353
+ 0.75%
$14.14 - $16.32 $4.99K - $5.76K
47.1K $730K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
408
+ 18.34%
$483.07 - $625.6 $197K - $255K
2.63K $1.38M
DD
Du Pont De Nemours, Inc.

Basic Materials
112
+ 1.38%
$55.13 - $75.25 $6.17K - $8.43K
8.22K $564K
PLD
Prologis, Inc.

Real Estate
158
+ 1.84%
$89.76 - $112.34 $14.2K - $17.7K
8.75K $919K
RVNU
Xtrackers Municipal Infrastruc

ETFs
434
+ 0.46%
$23.4 - $24.92 $10.2K - $10.8K
94.9K $2.28M
DVN
Devon Energy Corp

Energy
660
+ 4.43%
$26.8 - $37.92 $17.7K - $25K
15.6K $495K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
1.44K
+ 3.9%
$62.08 - $73.58 $89.1K - $106K
38.2K $2.56M
VZ
Verizon Communications Inc

Communication Services
47.2K
+ 4.66%
$41.67 - $45.62 $1.97M - $2.15M
1.06M $45.9M
CLX
Clorox CO

Consumer Defensive
317
+ 7.34%
$118.01 - $148.69 $37.4K - $47.1K
4.63K $556K
STLA
Stellantis N.V.

Consumer Cyclical
6.38K
+ 5.16%
$8.53 - $11.27 $54.4K - $71.9K
130K $1.3M
LOW
Lowes Companies Inc

Consumer Cyclical
411
+ 2.68%
$210.83 - $235.28 $86.7K - $96.7K
15.8K $3.5M
TSN
Tyson Foods, Inc.

Consumer Defensive
993
+ 5.54%
$54.33 - $63.56 $53.9K - $63.1K
18.9K $1.06M
FANG
Diamondback Energy, Inc.

Energy
3.55K
+ 13.75%
$119.25 - $161.49 $423K - $572K
29.3K $4.03M
SNY
Sanofi

Healthcare
828
+ 4.2%
$47.62 - $55.44 $39.4K - $45.9K
20.5K $992K
YUM
Yum Brands Inc

Consumer Cyclical
8.41K
+ 5.72%
$138.36 - $161.45 $1.16M - $1.36M
155K $23M
DOW
Dow Inc.

Basic Materials
10.8K
+ 23.25%
$25.81 - $34.89 $280K - $378K
57.4K $1.52M
FREL
Fidelity Covington Tr Msci Rea

ETFs
11.8K
+ 1.15%
$24.18 - $27.61 $286K - $327K
1.04M $28.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
58
+ 0.85%
$310.86 - $348.77 $18K - $20.2K
6.91K $2.21M
OGE
Oge Energy Corp.

Utilities
7.53K
+ 2.26%
$42.23 - $46.38 $318K - $349K
340K $15.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
15.8K
+ 1304.29%
$87.84 - $1441.89 $1.39M - $22.8M
17K $1.53M
CHRD
Oasis Petroleum Inc.

Energy
1.41K
+ 6.44%
$82.03 - $113.54 $115K - $160K
23.2K $2.25M
TGNA
Tegna Inc

Communication Services
5.9K
+ 2.64%
$15.42 - $18.98 $91K - $112K
229K $3.85M
AFL
Aflac Inc

Financial Services
13.1K
+ 4.6%
$99.77 - $112.45 $1.31M - $1.47M
298K $31.4M
SJM
J M Smucker CO

Consumer Defensive
2.35K
+ 7.18%
$94.41 - $118.52 $222K - $279K
35.1K $3.45M
IP
International Paper CO

Consumer Cyclical
26.5K
+ 9.48%
$43.89 - $54.46 $1.16M - $1.44M
306K $14.3M
AMGN
Amgen Inc

Healthcare
7K
+ 8.29%
$262.28 - $309.85 $1.84M - $2.17M
91.4K $25.5M
MCD
Mcdonalds Corp

Consumer Cyclical
13.6K
+ 5.1%
$285.55 - $321.23 $3.89M - $4.38M
281K $82M
PEP
Pepsico Inc

Consumer Defensive
10.8K
+ 5.46%
$128.02 - $151.37 $1.38M - $1.63M
208K $27.5M
PG
Procter & Gamble CO

Consumer Defensive
24.4K
+ 4.41%
$157.66 - $172.39 $3.85M - $4.2M
577K $92M
ABBV
Abb Vie Inc.

Healthcare
17.2K
+ 6.85%
$170.16 - $206.27 $2.92M - $3.54M
268K $49.7M
JNJ
Johnson & Johnson

Healthcare
15K
+ 3.61%
$146.36 - $159.82 $2.2M - $2.4M
431K $65.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15.7K
+ 6.77%
$483.48 - $539.8 $7.57M - $8.45M
247K $120M
XOM
Exxon Mobil Corp

Energy
44.4K
+ 5.54%
$99.93 - $119.04 $4.44M - $5.29M
846K $91.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.7K
+ 4.43%
$390.26 - $489.06 $1.05M - $1.32M
63.6K $25.8M
AAPL
Apple Inc.

Technology
110K
+ 6.47%
$172.42 - $223.89 $18.9M - $24.5M
1.8M $370M
Activity Summary
Buys All Purchases 1087 New Holdings 146 Increased Positions 941 Sells All Sells 825 Reductions 823 Sold out 2 Options Calls 10 Puts 0
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