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
EBAY
Ebay Inc

Consumer Cyclical
7.3K
+ 10.08%
$61.61 - $70.93 $450K - $518K
79.7K $5.4M
AVSC
American Centy ETF Tr Avantis
57.7K
+ 18.15%
$48.08 - $56.12 $2.77M - $3.24M
375K $18.2M
ADP
Automatic Data Processing Inc

Industrials
2.41K
+ 19.88%
$286.85 - $318.64 $691K - $767K
14.5K $4.44M
MSTR
Microstrategy Inc

Technology
3.11K
+ 39.07%
$239.27 - $396.5 $745K - $1.23M
11.1K $3.19M
ISRG
Intuitive Surgical Inc

Healthcare
2.07K
+ 32.58%
$476.63 - $610.45 $985K - $1.26M
8.41K $4.16M
LPLA
Lpl Financial Holdings Inc.

Financial Services
2.52K
+ 83.22%
$308.87 - $383.33 $778K - $966K
5.55K $1.81M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
22.8K
+ 9.31%
$25.44 - $27.95 $579K - $637K
267K $7.23M
DIHP
Dimensional ETF Tr Dimensional

ETFs
14.6K
+ 5.84%
$25.1 - $27.85 $366K - $407K
265K $7.13M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
18K
+ 27227.27%
$39.53 - $46.13 $710K - $829K
18K $793K
VTV
Vanguard Value ETF

ETFs
2.99K
+ 3.78%
$167.73 - $179.21 $501K - $535K
82.1K $14.2M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
19.1K
+ 12.79%
$17.67 - $20.85 $338K - $398K
168K $3.51M
MCK
Mckesson Corp

Healthcare
271
+ 4.94%
$566.21 - $672.99 $153K - $182K
5.76K $3.88M
DFAE
Dimensional ETF Tr

ETFs
23.2K
+ 8.91%
$24.64 - $26.86 $571K - $623K
283K $7.34M
VIG
Vanguard Dividend Appreciation

ETFs
3.92K
+ 11.0%
N/A
39.6K $7.2M
VRT
Vertiv Holdings CO

Industrials
8.21K
+ 440.43%
N/A
10.1K $873K
SJM
J M Smucker CO

Consumer Defensive
3.97K
+ 13.79%
$100.41 - $118.41 $398K - $470K
32.7K $3.88M
CWB
Spdr Bloomberg Convertible Sec

ETFs
9.34K
+ 49.81%
$75.99 - $81.58 $710K - $762K
28.1K $2.15M
BMY
Bristol Myers Squibb CO

Healthcare
6.75K
+ 10.98%
$53.9 - $63.11 $364K - $426K
68.3K $4.16M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
22.8K
+ 6.88%
$22.46 - $23.26 $511K - $529K
354K $8.19M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
20.2K
+ 9.07%
$48.02 - $53.02 $972K - $1.07M
243K $12.1M
IRBO
Ishares Robotics & Artificial

ETFs
21.1K
+ 202.01%
N/A
31.5K $1.01M
CHTR
Charter Communications, Inc.

Communication Services
1.62K
+ 63.86%
$334.89 - $384.77 $543K - $624K
4.16K $1.53M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
7.47K
+ 31.7%
$126.86 - $146.45 $948K - $1.09M
31K $3.94M
IGLB
Ishares 10+ Year Investment Gr

ETFs
13.1K
+ 18738.57%
$48.32 - $51.22 $634K - $672K
13.2K $662K
AVDV
American Centy ETF Tr Avantis

ETFs
9.2K
+ 434.36%
$63.74 - $71.96 $587K - $662K
11.3K $789K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.2K
+ 100.12%
$53.6 - $58.97 $656K - $722K
24.5K $1.34M
HCA
Hca Healthcare, Inc.

Healthcare
197
+ 1.59%
$296.7 - $345.55 $58.4K - $68.1K
12.6K $4.36M
ITA
Ishares Tr

ETFs
3.81K
+ 68.46%
$144.84 - $159.5 $552K - $608K
9.38K $1.44M
FITB
Fifth Third Bancorp

Financial Services
41K
+ 12.58%
$37.48 - $44.96 $1.54M - $1.84M
367K $14.4M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
6.76K
+ 126.57%
$91.68 - $109.93 $620K - $743K
12.1K $1.13M
EQT
Eqt Corp

Energy
7.8K
+ 33.43%
$46.16 - $54.25 $360K - $423K
31.1K $1.66M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
20.5K
+ 24.06%
$25.06 - $25.98 $513K - $532K
106K $2.73M
XLV
Select Sector Spdr Fund Health

ETFs
3.12K
+ 22.52%
$137.61 - $149.68 $429K - $467K
17K $2.48M
DUK
Duke Energy Corp

Utilities
1.35K
+ 4.69%
$105.87 - $121.97 $143K - $164K
30K $3.66M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
15.6K
+ 118.37%
$30.38 - $34.94 $472K - $543K
28.7K $981K
APO
Apollo Global Management, Inc.

Financial Services
5.71K
+ 69.43%
$126.01 - $172.06 $720K - $983K
13.9K $1.91M
HYG
Ishares Tr

ETFs
6.94K
+ 134.0%
$78.51 - $80.11 $545K - $556K
12.1K $956K
R
Ryder System Inc

Industrials
13.4K
+ 12.66%
$136.38 - $170.92 $1.83M - $2.29M
119K $17.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.7K
+ 13.95%
$37.07 - $40.63 $433K - $475K
95.5K $3.76M
MAS
Masco Corp

Industrials
11.1K
+ 13.91%
$68.67 - $81.85 $761K - $907K
90.8K $6.31M
ORCL
Oracle Corp

Technology
15.6K
+ 25.27%
$139.81 - $186.47 $2.17M - $2.9M
77.1K $10.8M
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.82K
+ 16.81%
$96.9 - $104.39 $467K - $503K
33.5K $3.33M
FDLO
Fidelity Covington Tr Low Vola

ETFs
8.54K
+ 12.75%
$59.43 - $63.22 $507K - $540K
75.5K $4.58M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
25.7K
+ 9.09%
$23.58 - $24.02 $607K - $618K
309K $7.29M
AVSF
American Centy ETF Tr Avantis

ETFs
11K
+ 306.08%
$45.96 - $46.74 $507K - $515K
14.6K $683K
FLV
American Centy ETF Tr Focused

ETFs
7.05K
+ 121.13%
$65.71 - $70.81 $463K - $499K
12.9K $898K
FSTA
Fidelity Covington Tr Msci Con

ETFs
5.99K
+ 5.13%
$48.3 - $52.85 $289K - $316K
123K $6.27M
VFH
Vanguard Financial ETF

ETFs
3.53K
+ 6.3%
$114.07 - $127.34 $403K - $450K
59.6K $7.12M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
4.93K
+ 6.51%
$24.11 - $28.41 $119K - $140K
80.6K $2.29M
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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