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
FANG
Diamondback Energy, Inc.

Energy
3.59K
+ 16.2%
$139.9 - $180.18 $503K - $648K
25.8K $4.12M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
7.49K
+ 161.52%
N/A
12.1K $785K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
9.49K
+ 26.98%
$46.18 - $47.84 $438K - $454K
44.7K $2.12M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
35.3K
+ 69.7%
N/A
85.9K $1.15M
SCHO
Schwab Short Term Us Treasury

ETFs
19.4K
+ 510.99%
$24.1 - $24.34 $468K - $473K
23.2K $565K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.07K
+ 16.41%
$91.76 - $103.26 $557K - $626K
43K $3.98M
FNDX
Schwab Fundamental U S Large C

ETFs
20.3K
+ 14.8%
$23.03 - $25.01 $467K - $507K
157K $3.72M
PJAN
Innovator U.S. Equity Power Bu

ETFs
12.1K
+ 27.11%
$41.09 - $43.24 $495K - $521K
56.5K $2.34M
TJX
Tjx Companies Inc

Consumer Cyclical
2.04K
+ 0.96%
$112.81 - $126.16 $230K - $257K
215K $26.2M
AVLV
American Centy ETF Tr Avantis
7.16K
+ 108.84%
$63.51 - $70.42 $454K - $504K
13.7K $895K
EPD
Enterprise Products Partners L.P.

Energy
9.86K
+ 23.12%
$31.75 - $34.14 $313K - $337K
52.5K $1.79M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.29K
+ 4.85%
$196.12 - $229.48 $842K - $985K
92.9K $18.8M
KLAC
Kla Corp

Technology
530
+ 31.89%
$636.62 - $777.63 $337K - $412K
2.19K $1.49M
CWEN
Clearway Energy, Inc.

Utilities
3.03K
+ 3.69%
$24.63 - $30.42 $74.5K - $92.1K
85.1K $2.58M
CRWD
Crowd Strike Holdings, Inc.

Technology
909
+ 8.71%
$308.86 - $455.36 $281K - $414K
11.3K $4M
DFAT
Dimensional ETF Tr U S Target

ETFs
37.4K
+ 10.39%
$50.44 - $58.1 $1.89M - $2.17M
398K $20.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.41K
+ 0.82%
$126.11 - $135.06 $178K - $190K
174K $22.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.53K
+ 3.1%
$27.01 - $28.54 $230K - $244K
284K $7.93M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.49K
+ 45.19%
$302.31 - $337.54 $450K - $502K
4.78K $1.47M
DTM
Dt Midstream, Inc.

Energy
4.39K
+ 64.15%
$86.95 - $113.75 $382K - $500K
11.2K $1.08M
PANW
Palo Alto Networks Inc

Technology
3.87K
+ 16.63%
$167.82 - $208.28 $650K - $807K
27.2K $4.64M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
12.3K
+ 192.09%
$28.66 - $31.72 $353K - $391K
18.7K $575K
HYDB
Ishares Tr Edge High Yield Def

ETFs
8.2K
+ 122.22%
$46.82 - $47.8 $384K - $392K
14.9K $702K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
74
+ 6.51%
$1187.71 - $1432.58 $87.9K - $106K
1.21K $1.73M
THC
Tenet Healthcare Corp

Healthcare
2.67K
+ 92.19%
$119.51 - $144.98 $319K - $387K
5.56K $748K
FAST
Fastenal CO

Industrials
939
+ 1.73%
$71.11 - $79.98 $66.8K - $75.1K
55.3K $4.29M
LHX
L3 Harris Technologies, Inc.

Industrials
1.81K
+ 66.64%
$194.65 - $222.86 $352K - $402K
4.52K $945K
IXUS
Ishares Tr

ETFs
673
+ 0.75%
$65.06 - $72.31 $43.8K - $48.7K
90.5K $6.32M
EMHC
Spdr Bloomberg Emerging Market
15.1K
+ 67.43%
$23.72 - $24.56 $359K - $371K
37.5K $906K
CPRT
Copart Inc

Consumer Cyclical
6.72K
+ 40.12%
$52.3 - $59.83 $351K - $402K
23.5K $1.33M
DFAR
Dimensional ETF Tr Dimensional

ETFs
12.5K
+ 9.04%
$22.35 - $24.52 $280K - $307K
151K $3.59M
EA
Electronic Arts Inc.

Communication Services
2.53K
+ 44.85%
$116.53 - $146.29 $295K - $371K
8.18K $1.18M
AIQ
Global X Funds Global X Artifi

ETFs
10.2K
+ 83.43%
$36.38 - $42.77 $372K - $437K
22.5K $817K
UNP
Union Pacific Corp

Industrials
596
+ 2.42%
$225.21 - $254.42 $134K - $152K
25.2K $5.96M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3.68K
+ 9.46%
$96.18 - $109.82 $354K - $404K
42.6K $4.36M
SHW
Sherwin Williams CO

Basic Materials
759
+ 9.84%
$330.16 - $365.55 $251K - $277K
8.47K $2.96M
AES
Aes Corp

Utilities
31.4K
+ 25.98%
$9.93 - $13.23 $312K - $415K
152K $1.89M
IQV
Iqvia Holdings Inc.

Healthcare
2.21K
+ 79.02%
$176.3 - $209.96 $390K - $464K
5.01K $883K
ACGL
Arch Capital Group Ltd.

Financial Services
3.25K
+ 96.13%
$88.13 - $96.94 $286K - $315K
6.63K $637K
ELV
Elevance Health, Inc.

Healthcare
225
+ 6.68%
$365.9 - $436.25 $82.3K - $98.2K
3.6K $1.56M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
11.3K
+ 11.89%
$49.85 - $56.22 $561K - $633K
106K $5.38M
GM
General Motors CO

Consumer Cyclical
9.71K
+ 42.57%
$45.22 - $54.92 $439K - $533K
32.5K $1.53M
WPC
W. P. Carey Inc.

Real Estate
4.35K
+ 94.84%
$53.5 - $65.05 $233K - $283K
8.94K $564K
XLU
Utilities Sector Spdr

ETFs
2.95K
+ 11.63%
$74.7 - $80.27 $220K - $237K
28.3K $2.23M
FXI
Ishares Tr

ETFs
8.33K
+ 1259.61%
$28.65 - $38.55 $239K - $321K
8.99K $322K
SRLN
Ssga Active Trust

ETFs
7.55K
+ 49.06%
$41.02 - $41.99 $310K - $317K
23K $944K
CAG
Conagra Brands Inc.

Consumer Defensive
29K
+ 6.6%
$23.9 - $27.67 $693K - $802K
469K $12.5M
VO
Vanguard Mid Cap ETF

ETFs
1.45K
+ 10.18%
$251.87 - $277.95 $366K - $404K
15.7K $4.07M
ALL
Allstate Corp

Financial Services
1.25K
+ 54.57%
$180.99 - $210.18 $227K - $263K
3.55K $734K
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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