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
ATR
Aptargroup, Inc.

Healthcare
24K
+ 15.16%
$141.7 - $159.83 $3.41M - $3.84M
183K $27.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
27.3K
+ 2.13%
$25.54 - $27.64 $696K - $753K
1.31M $35.7M
UBER
Uber Technologies, Inc

Technology
2.5K
+ 1.65%
$63.17 - $81.49 $158K - $203K
153K $11.2M
PFG
Principal Financial Group Inc

Financial Services
13.7K
+ 11.07%
$76.34 - $89.04 $1.04M - $1.22M
137K $11.6M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
85.5K
+ 13.23%
$77.91 - $92.26 $6.66M - $7.89M
731K $58.1M
WFC
Wells Fargo & Company

Financial Services
19.9K
+ 5.62%
$66.78 - $81.42 $1.33M - $1.62M
374K $26.8M
MBB
Ishares Tr

ETFs
11.6K
+ 2.72%
$90.37 - $94.08 $1.04M - $1.09M
437K $41M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
6.07K
+ 0.66%
$21.95 - $24.74 $133K - $150K
922K $22.3M
IYM
Ishares Tr

ETFs
13.7K
+ 1918.49%
$128.53 - $142.03 $1.76M - $1.95M
14.4K $1.94M
QCOM
Qualcomm Inc

Technology
11.7K
+ 13.55%
$151.94 - $175.86 $1.78M - $2.06M
98K $15M
IWR
Ishares Russell Mid Cap ETF

ETFs
28.1K
+ 14.76%
$82.81 - $92.93 $2.33M - $2.61M
219K $18.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
29.5K
+ 39.12%
$67.03 - $74.61 $1.97M - $2.2M
105K $7.13M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
49.2K
+ 9.65%
$21.93 - $23.2 $1.08M - $1.14M
559K $12.8M
OMC
Omnicom Group Inc.

Communication Services
26.2K
+ 13.17%
$79.43 - $88.34 $2.08M - $2.31M
225K $18.7M
TXN
Texas Instruments Inc

Technology
7.86K
+ 17.55%
N/A
52.7K $10.3M
TMUS
T Mobile Us, Inc.

Communication Services
2K
+ 9.58%
$211.3 - $272.83 $422K - $545K
22.8K $6.09M
RDVY
First Trust Rising Dividend Ac

ETFs
25.7K
+ 55.68%
$57.22 - $63.39 $1.47M - $1.63M
71.9K $4.21M
DUHP
Dimensional ETF Tr Dimensional

ETFs
55.5K
+ 9.19%
$32.57 - $35.82 $1.81M - $1.99M
660K $21.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
26K
+ 5.4%
$40.79 - $42.32 $1.06M - $1.1M
508K $21.4M
XLI
Industrial Sector Spdr

ETFs
11.3K
+ 11.86%
$128.78 - $141.67 $1.46M - $1.6M
107K $14M
STX
Seagate Technology Holdings PLC

Technology
18.1K
+ 18.32%
$84.92 - $108.42 $1.54M - $1.97M
117K $9.95M
DSI
Ishares Msci Kld 400 Social Et

ETFs
13.9K
+ 491.7%
$101.98 - $115.66 $1.42M - $1.61M
16.8K $1.72M
CMBS
Ishares Cmbs ETF

ETFs
23.3K
+ 6.64%
$47.16 - $48.21 $1.1M - $1.12M
374K $18M
VRSN
Verisign Inc

Technology
1.54K
+ 7.19%
$205.1 - $254.74 $316K - $393K
23K $5.83M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
26.7K
+ 9.03%
$49.92 - $50.3 $1.33M - $1.34M
323K $16.2M
XLC
Select Sector Spdr Tr Communic

ETFs
14.7K
+ 7.28%
$94.84 - $105.31 $1.39M - $1.55M
216K $20.8M
CTAS
Cintas Corp

Industrials
4.24K
+ 21.63%
$182.09 - $208.14 $772K - $882K
23.8K $4.9M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
18.5K
+ 1499.84%
$69.69 - $79.99 $1.29M - $1.48M
19.7K $1.41M
TFC
Truist Financial Corp

Financial Services
54K
+ 12.58%
$39.48 - $48.15 $2.13M - $2.6M
483K $19.9M
CMCSA
Comcast Corp

Communication Services
42.4K
+ 8.78%
$33.19 - $38.23 $1.41M - $1.62M
526K $19.4M
VONE
Vanguard Russell 1000 ETF

ETFs
4.99K
+ 449.5%
$250.16 - $278.79 $1.25M - $1.39M
6.09K $1.55M
DE
Deere & CO

Industrials
2.03K
+ 36.67%
$408.57 - $509.27 $830K - $1.03M
7.57K $3.55M
XLRE
Select Sector Spdr Tr Real Est

ETFs
23.9K
+ 16.02%
$39.18 - $43.52 $938K - $1.04M
173K $7.26M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.33K
+ 21.73%
$80.53 - $147.57 $268K - $492K
18.7K $2.47M
AMAT
Applied Materials Inc

Technology
22.7K
+ 18.54%
$145.06 - $195.51 $3.29M - $4.43M
145K $21M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
10.7K
+ 120.59%
$110.9 - $132.93 $1.18M - $1.42M
19.5K $2.22M
OKE
Oneok Inc

Energy
13.2K
+ 7.24%
$89.57 - $109.85 $1.18M - $1.45M
195K $19.4M
CACI
Caci International Inc

Technology
2.55K
+ 62.42%
N/A
6.64K $2.84M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
10.7K
+ 8.62%
$65.44 - $70.64 $697K - $753K
134K $9.17M
ABT
Abbott Laboratories

Healthcare
1.94K
+ 4.78%
$111.1 - $140.22 $216K - $273K
42.6K $5.65M
DFIV
Dimensional ETF Tr

ETFs
8.66K
+ 4.74%
$35.33 - $40.77 $306K - $353K
192K $7.54M
JBBB
Janus Detroit Str Tr Henderson

ETFs
22K
+ 25.65%
$48.34 - $49.66 $1.06M - $1.09M
108K $5.24M
ORI
Old Republic International Corp

Financial Services
24K
+ 313.79%
$33.46 - $39.22 $804K - $943K
31.7K $1.24M
AMT
American Tower Corp

Real Estate
1.33K
+ 6.8%
$173.46 - $217.6 $231K - $290K
20.9K $4.55M
MLI
Mueller Industries Inc

Industrials
12.5K
+ 198.81%
$76.14 - $82.67 $955K - $1.04M
18.8K $1.43M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
43.5K
+ 238.04%
$20.11 - $21.21 $875K - $923K
61.8K $1.31M
GS
Goldman Sachs Group Inc

Financial Services
5.12K
+ 7.21%
$524.81 - $672.19 $2.69M - $3.44M
76.2K $41.6M
EW
Edwards Lifesciences Corp

Healthcare
14.3K
+ 18.82%
$67.95 - $76.19 $974K - $1.09M
90.5K $6.56M
SON
Sonoco Products CO

Consumer Cyclical
26.6K
+ 12.78%
$44.71 - $49.22 $1.19M - $1.31M
234K $11.1M
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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