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
BALT
Innovator Etfs Tr
164K
+ 1079.26%
$31.31 - $31.89 $5.14M - $5.24M
179K $5.63M
WU
Western Union CO

Financial Services
476K
+ 2308.38%
$10.24 - $11.62 $4.88M - $5.53M
497K $5.26M
FLRG
Fidelity Covington Tr U S Mult

ETFs
172K
+ 15.03%
$32.37 - $35.77 $5.58M - $6.17M
1.32M $43.7M
IVE
Ishares S&P 500 Value ETF

ETFs
26.3K
+ 14.73%
$185.78 - $198.58 $4.88M - $5.22M
205K $39M
SCHX
Schwab Strategic Tr Us Large C

ETFs
232K
+ 99.92%
$21.75 - $24.28 $5.04M - $5.63M
464K $10.2M
EGP
Eastgroup Properties Inc

Real Estate
17.1K
+ 15.24%
$155.63 - $187.46 $2.67M - $3.21M
130K $22.8M
PPL
Ppl Corp

Utilities
90.7K
+ 23.18%
$31.68 - $36.11 $2.87M - $3.28M
482K $17.4M
WEC
Wec Energy Group, Inc.

Utilities
23.8K
+ 16.98%
$92.12 - $108.98 $2.19M - $2.59M
164K $17.9M
OEF
Ishares S&P 100 ETF

ETFs
17.2K
+ 32.58%
N/A
70K $18.6M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
88.5K
+ 10.59%
$67.43 - $75.54 $5.97M - $6.69M
924K $63.3M
PEG
Public Service Enterprise Group Inc

Utilities
59.6K
+ 27.38%
$78.2 - $90.39 $4.66M - $5.39M
277K $22.8M
GLDM
World Gold Trust

ETFs
48.3K
+ 37.76%
$52.19 - $61.89 $2.52M - $2.99M
176K $10.9M
LNT
Alliant Energy Corp

Utilities
47.6K
+ 20.97%
$56.66 - $66.04 $2.7M - $3.14M
275K $17.7M
OGE
Oge Energy Corp.

Utilities
62.3K
+ 23.0%
$39.76 - $46.32 $2.48M - $2.88M
333K $15.3M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
140K
+ 29.64%
$28.55 - $29.09 $3.99M - $4.06M
611K $17.6M
FREL
Fidelity Covington Tr Msci Rea

ETFs
135K
+ 15.15%
$25.98 - $28.59 $3.51M - $3.86M
1.03M $28.2M
DTE
Dte Energy CO

Utilities
16.1K
+ 15.7%
$117.6 - $138.27 $1.89M - $2.22M
118K $16.4M
COST
Costco Wholesale Corp

Consumer Defensive
3.21K
+ 11.05%
$890.62 - $1076.86 $2.86M - $3.45M
32.3K $30.5M
CMS
Cms Energy Corp

Utilities
27.2K
+ 12.63%
$64.99 - $75.11 $1.77M - $2.04M
243K $18.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
76.3K
+ 3.72%
$49.78 - $53.19 $3.8M - $4.06M
2.13M $109M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
155K
+ 7.39%
$22.25 - $23.0 $3.45M - $3.56M
2.25M $51.8M
MU
Micron Technology Inc

Technology
31.6K
+ 11.1%
$86.89 - $109.38 $2.75M - $3.46M
316K $27.5M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
46.5K
+ 5.25%
$47.59 - $50.79 $2.21M - $2.36M
932K $46.6M
DFAU
Dimensional ETF Tr

ETFs
194K
+ 9.62%
$37.84 - $42.29 $7.33M - $8.19M
2.21M $84.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
42.6K
+ 7.92%
$57.44 - $59.4 $2.45M - $2.53M
581K $34.5M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
62.4K
+ 12.59%
$75.47 - $84.24 $4.71M - $5.26M
558K $43M
MANH
Manhattan Associates Inc

Technology
18.7K
+ 2278.54%
$163.5 - $295.1 $3.05M - $5.51M
19.5K $3.37M
D
Dominion Energy, Inc

Utilities
43.3K
+ 14.24%
$52.85 - $57.43 $2.29M - $2.48M
347K $19.5M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
38.7K
+ 1409.57%
$69.81 - $78.9 $2.71M - $3.06M
41.5K $3.23M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
82.7K
+ 5.74%
$28.27 - $29.28 $2.34M - $2.42M
1.52M $44.2M
CEG
Constellation Energy Corp

Utilities
15.4K
+ 216.19%
$201.63 - $347.44 $3.1M - $5.33M
22.5K $4.53M
WTS
Watts Water Technologies Inc

Industrials
14K
+ 13.06%
$195.28 - $224.67 $2.73M - $3.15M
121K $24.7M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
65.6K
+ 16567.68%
$43.63 - $46.01 $2.86M - $3.02M
66K $2.91M
IAUM
I Shares Gold Trust Micro

ETFs
50K
+ 18.73%
$26.29 - $31.17 $1.31M - $1.56M
317K $9.88M
XLG
Invesco Exchange Traded Fd Tr

ETFs
61.1K
+ 482.31%
$45.72 - $51.73 $2.79M - $3.16M
73.8K $3.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11.9K
+ 17.64%
$468.34 - $539.52 $5.59M - $6.44M
79.7K $37.4M
UPS
United Parcel Service Inc

Industrials
26.4K
+ 142.74%
$109.66 - $136.26 $2.89M - $3.59M
44.8K $4.93M
FE
Firstenergy Corp

Utilities
59.5K
+ 22.83%
$37.95 - $43.5 $2.26M - $2.59M
320K $12.9M
ES
Eversource Energy

Utilities
39.4K
+ 192.53%
$55.63 - $63.8 $2.19M - $2.51M
59.9K $3.72M
DFAI
Dimensional ETF Tr

ETFs
41.9K
+ 6.89%
$28.88 - $32.4 $1.21M - $1.36M
649K $20.3M
AFL
Aflac Inc

Financial Services
3.01K
+ 1.07%
$100.99 - $111.19 $304K - $335K
285K $31.7M
CFG
Citizens Financial Group Inc

Financial Services
90.6K
+ 20.7%
$39.73 - $48.36 $3.6M - $4.38M
528K $21.6M
RTX
Raytheon Technologies Corp

Industrials
6.52K
+ 6.91%
$114.1 - $135.66 $744K - $885K
101K $13.4M
FENY
Fidelity Covington Tr Msci Ene

ETFs
92.8K
+ 2683.19%
$23.24 - $26.16 $2.16M - $2.43M
96.2K $2.46M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
54.4K
+ 32.91%
$33.84 - $37.77 $1.84M - $2.06M
220K $8M
FNF
Fidelity National Financial, Inc.

Financial Services
10.6K
+ 5.86%
$54.25 - $65.27 $576K - $693K
192K $12.5M
GGG
Graco Inc

Industrials
29.2K
+ 14.02%
$80.53 - $87.54 $2.35M - $2.56M
238K $19.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
15.7K
+ 10.19%
$114.57 - $118.14 $1.8M - $1.85M
170K $20.1M
WMT
Walmart Inc.

Consumer Defensive
30.4K
+ 16.08%
$84.5 - $105.05 $2.57M - $3.19M
220K $19.3M
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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