Ae Wealth Management LLC Incresed Positions in Q3 2024

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
18.5K
+ 4.26%
$160.76 - $177.82 $2.98M - $3.29M
454K $78.5M
FVD
First Tr Value Line Divid Inde

ETFs
129K
+ 92.76%
$40.45 - $45.49 $5.23M - $5.88M
268K $12.2M
CSCO
Cisco Systems, Inc.

Technology
30.8K
+ 3.6%
$44.74 - $53.22 $1.38M - $1.64M
886K $47.2M
PFE
Pfizer Inc

Healthcare
201K
+ 27.58%
$27.7 - $31.39 $5.57M - $6.31M
930K $26.9M
MRK
Merck & Co., Inc.

Healthcare
92.8K
+ 22.78%
$111.15 - $128.97 $10.3M - $12M
500K $56.8M
SPGI
S&P Global Inc.

Financial Services
3.67K
+ 5.91%
$446.32 - $527.38 $1.64M - $1.94M
65.8K $34M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
68.9K
+ 91.96%
$72.41 - $86.76 $4.99M - $5.98M
144K $11.9M
ATR
Aptargroup, Inc.

Healthcare
24.9K
+ 23.62%
$138.54 - $160.11 $3.45M - $3.99M
130K $20.9M
MA
Mastercard Inc

Financial Services
4.01K
+ 5.26%
$429.6 - $500.99 $1.72M - $2.01M
80.2K $39.6M
T
At&T Inc.

Communication Services
23.3K
+ 1.24%
$18.21 - $22.28 $424K - $518K
1.9M $41.8M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
461K
+ 1423.56%
$11.52 - $12.52 $5.31M - $5.77M
493K $6.09M
FREL
Fidelity Covington Tr Msci Rea

ETFs
104K
+ 16.7%
$25.07 - $29.94 $2.62M - $3.13M
729K $21.5M
PH
Parker Hannifin Corp

Industrials
7.99K
+ 276.9%
$501.01 - $635.92 $4.01M - $5.08M
10.9K $6.87M
GGG
Graco Inc

Industrials
50.7K
+ 42.81%
$77.82 - $87.64 $3.94M - $4.44M
169K $14.8M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
50.5K
+ 1419.72%
$96.3 - $106.49 $4.87M - $5.38M
54.1K $5.66M
PM
Philip Morris International Inc.

Consumer Defensive
1.92K
+ 0.77%
$101.25 - $127.45 $195K - $245K
250K $30.4M
EFG
Msci Eafe Growth ETF

ETFs
11.3K
+ 1.51%
$96.84 - $108.77 $1.09M - $1.23M
758K $81.6M
WTS
Watts Water Technologies Inc

Industrials
16.9K
+ 23.61%
$175.53 - $207.88 $2.97M - $3.51M
88.5K $18.3M
ZTS
Zoetis Inc.

Healthcare
25.9K
+ 1304.63%
$172.58 - $196.48 $4.48M - $5.1M
27.9K $5.46M
NEM
Newmont Corp

Basic Materials
48.2K
+ 22.43%
$41.65 - $55.85 $2.01M - $2.69M
263K $14.1M
PLTR
Palantir Technologies Inc.

Technology
43.9K
+ 15.45%
$24.09 - $37.95 $1.06M - $1.66M
328K $12.2M
IWS
Ishares Russell Midcap Value E

ETFs
12.3K
+ 4.33%
$119.52 - $132.25 $1.47M - $1.63M
297K $39.3M
SKOR
Flexshares Tr Credit Scored Us

ETFs
82.9K
+ 17.96%
$47.19 - $49.21 $3.91M - $4.08M
545K $26.7M
R
Ryder System Inc

Industrials
23K
+ 34.88%
$117.21 - $148.66 $2.7M - $3.42M
89.1K $13M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
48.1K
+ 49.65%
$77.02 - $85.06 $3.7M - $4.09M
145K $12.3M
IEX
Idex Corp

Industrials
13.7K
+ 10.73%
$190.56 - $214.98 $2.62M - $2.95M
142K $30.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
45.8K
+ 9.05%
$100.3 - $100.74 $4.59M - $4.61M
552K $55.6M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
52.1K
+ 7.22%
$49.82 - $52.8 $2.6M - $2.75M
774K $40.7M
AMD
Advanced Micro Devices Inc

Technology
24.4K
+ 12.3%
$128.67 - $183.96 $3.13M - $4.48M
223K $36.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
85.8K
+ 6.4%
$50.52 - $50.95 $4.33M - $4.37M
1.43M $72.5M
EXC
Exelon Corp

Utilities
26.6K
+ 4.9%
$34.24 - $40.55 $909K - $1.08M
569K $23.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
26.4K
+ 2.23%
$44.24 - $49.47 $1.17M - $1.3M
1.21M $59.8M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
18.5K
+ 105.22%
$211.47 - $281.27 $3.92M - $5.21M
36.1K $8.86M
DELL
Dell Technologies Inc.

Technology
40.6K
+ 129.97%
$87.89 - $145.97 $3.57M - $5.93M
71.9K $8.52M
NKE
Nike, Inc.

Consumer Cyclical
15.7K
+ 7.24%
$71.09 - $89.44 $1.11M - $1.4M
232K $20.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
55.9K
+ 13.84%
$56.04 - $62.99 $3.14M - $3.52M
460K $28.1M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
79.4K
+ 271.88%
$49.77 - $51.95 $3.95M - $4.13M
109K $5.63M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
54.8K
+ 6.27%
$44.9 - $47.55 $2.46M - $2.61M
929K $43.9M
EGP
Eastgroup Properties Inc

Real Estate
15.7K
+ 21.6%
$169.51 - $191.71 $2.67M - $3.02M
88.6K $16.5M
VZ
Verizon Communications Inc

Communication Services
23.9K
+ 2.87%
$38.89 - $45.0 $929K - $1.08M
857K $38.5M
BSX
Boston Scientific Corp

Healthcare
46.4K
+ 285.31%
$72.96 - $84.0 $3.38M - $3.9M
62.7K $5.25M
CI
Cigna Corp

Healthcare
9.99K
+ 261.96%
$319.12 - $367.1 $3.19M - $3.67M
13.8K $4.78M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
49.3K
+ 28.11%
$53.17 - $58.71 $2.62M - $2.89M
225K $13M
EVR
Evercore Inc.

Financial Services
6.45K
+ 16.14%
$211.0 - $258.67 $1.36M - $1.67M
46.4K $11.8M
KEY
Keycorp

Financial Services
20K
+ 1.67%
$13.95 - $17.34 $279K - $347K
1.22M $20.4M
JULZ
Listed Fds Tr Trueshares Struc

Technology
87K
+ 80.47%
N/A
195K $7.59M
COST
Costco Wholesale Corp

Consumer Defensive
2.78K
+ 12.57%
$801.83 - $917.05 $2.23M - $2.55M
24.9K $22.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
8.04K
+ 57.97%
$332.02 - $382.76 $2.67M - $3.08M
21.9K $8.23M
TJX
Tjx Companies Inc

Consumer Cyclical
15.1K
+ 8.16%
$107.93 - $120.23 $1.63M - $1.82M
200K $23.5M
Activity Summary
Buys All Purchases 660 New Holdings 120 Increased Positions 540 Sells All Sells 566 Reductions 566 Sold out 0 Options Calls 0 Puts 0
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