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
GIS
General Mills Inc

Consumer Defensive
4.15K
+ 9.13%
$62.5 - $75.15 $259K - $312K
49.6K $3.66M
AMT
American Tower Corp

Real Estate
541
+ 3.16%
$192.27 - $242.73 $104K - $131K
17.6K $4.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.05K
+ 15.08%
$64.35 - $75.71 $389K - $458K
46.1K $3.4M
SAIC
Science Applications International Corp

Technology
4.86K
+ 109.33%
$113.4 - $139.27 $551K - $677K
9.31K $1.3M
MET
Metlife Inc

Financial Services
2.85K
+ 6.54%
$67.96 - $82.48 $194K - $235K
46.4K $3.83M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
20.4K
+ 10.44%
$25.73 - $28.81 $526K - $589K
216K $6.16M
LGOV
First Tr ETF Iv Long Duration

ETFs
29.4K
+ 36.75%
$20.77 - $22.83 $611K - $672K
109K $2.45M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
32.5K
+ 15.15%
$23.73 - $23.93 $771K - $777K
247K $5.88M
DIHP
Dimensional ETF Tr Dimensional

ETFs
17.1K
+ 8.27%
$25.23 - $27.94 $431K - $478K
224K $6.2M
VFH
Vanguard Financial ETF

ETFs
1.65K
+ 2.86%
$99.27 - $111.21 $164K - $183K
59.2K $6.51M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.38K
+ 4.97%
$71.31 - $80.0 $241K - $270K
71.4K $5.72M
FLRN
Spdr Bloomberg Investment Grad

ETFs
24K
+ 67.47%
$30.55 - $30.85 $734K - $741K
59.6K $1.84M
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.85K
+ 6.43%
$84.81 - $93.54 $411K - $454K
80.2K $7.38M
JCI
Johnson Controls International PLC

Industrials
1.56K
+ 2.88%
$65.52 - $77.61 $102K - $121K
55.7K $4.32M
CMI
Cummins Inc

Industrials
92
+ 0.62%
$266.63 - $326.4 $24.5K - $30K
14.9K $4.83M
DFAR
Dimensional ETF Tr Dimensional

ETFs
10.8K
+ 8.65%
$21.91 - $26.03 $236K - $281K
135K $3.47M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15.3K
+ 16.61%
$31.05 - $34.29 $476K - $526K
108K $3.69M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
919
+ 5.14%
$72.18 - $107.33 $66.3K - $98.6K
18.8K $2M
AAL
American Airlines Group Inc.

Industrials
63.3K
+ 585.23%
$11.04 - $11.04 $699K - $699K
74.1K $818K
WPM
Wheaton Precious Metals Corp.

Basic Materials
8.85K
+ 51.09%
$52.04 - $64.22 $460K - $568K
26.2K $1.6M
FSTA
Fidelity Covington Tr Msci Con

ETFs
5.92K
+ 5.58%
$47.12 - $51.72 $279K - $306K
112K $5.72M
FDMO
Fidelity Covington Tr Momentum

ETFs
7.74K
+ 10.81%
$58.85 - $66.21 $456K - $513K
79.4K $5.25M
FDT
First Trust Developed Markets

ETFs
9.37K
+ 17.66%
$51.36 - $58.76 $481K - $551K
62.4K $3.6M
KLAC
Kla Corp

Technology
895
+ 287.78%
$696.17 - $892.35 $623K - $799K
1.21K $933K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
22.4K
+ 33.36%
$25.19 - $26.77 $564K - $599K
89.5K $2.38M
EMR
Emerson Electric CO

Industrials
7.24K
+ 4.69%
$98.19 - $118.87 $711K - $861K
162K $17.7M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
7.08K
+ 34.92%
$82.41 - $92.06 $583K - $652K
27.3K $2.47M
HDV
Ishares Core High Dividend ETF

ETFs
4.02K
+ 19.43%
$107.62 - $118.76 $432K - $477K
24.7K $2.9M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
21.5K
+ 12.54%
$23.04 - $24.06 $495K - $517K
193K $4.63M
TDIV
First Trust Nasdaq Technology

ETFs
5.23K
+ 10.32%
$70.51 - $81.07 $369K - $424K
55.9K $4.49M
APO
Apollo Global Management, Inc.

Financial Services
4.99K
+ 141.72%
$99.16 - $125.81 $495K - $628K
8.51K $1.06M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
35
+ 0.02%
$96.25 - $101.98 $3.37K - $3.57K
152K $15.4M
ADP
Automatic Data Processing Inc

Industrials
939
+ 9.93%
$233.44 - $279.45 $219K - $262K
10.4K $2.88M
IXP
Ishares Global Comm Services E

ETFs
2.93K
+ 4.54%
$83.95 - $94.13 $246K - $275K
67.3K $6.33M
CBRE
Cbre Group, Inc.

Real Estate
487
+ 3.09%
$85.97 - $124.48 $41.9K - $60.6K
16.3K $2.02M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
16.1K
+ 8.83%
$24.86 - $26.33 $400K - $424K
198K $5.18M
FDN
First Tr Fd Dow Jones

ETFs
2.19K
+ 11.52%
$183.68 - $212.48 $402K - $466K
21.2K $4.49M
GPC
Genuine Parts CO

Consumer Cyclical
4K
+ 16.41%
$131.04 - $147.11 $525K - $589K
28.4K $3.97M
IYY
Ishares Tr

ETFs
4.07K
+ 199.66%
$125.77 - $139.59 $512K - $568K
6.1K $852K
MPC
Marathon Petroleum Corp

Energy
5.27K
+ 19.37%
$158.61 - $180.75 $836K - $953K
32.5K $5.29M
SHV
Ishares Tr

ETFs
5.06K
+ 12.84%
$110.05 - $110.63 $557K - $560K
44.5K $4.92M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.9K
+ 13.06%
$28.1 - $29.89 $419K - $445K
129K $3.86M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
527
+ 96.34%
$1024.09 - $1201.76 $540K - $633K
1.07K $1.13M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.73K
+ 3.45%
$39.95 - $45.86 $109K - $125K
81.8K $3.73M
CWEN
Clearway Energy, Inc.

Utilities
4.02K
+ 5.66%
$24.11 - $30.68 $96.9K - $123K
75K $2.3M
MARZ
Listed Fds Tr Trueshares Struc

ETFs
11.4K
+ 7.92%
$29.77 - $32.21 $341K - $369K
156K $5.02M
PCH
Potlatchdeltic Corp

Real Estate
10.5K
+ 91.21%
$37.5 - $46.09 $394K - $484K
22K $992K
BNDX
Vanguard Total International B

ETFs
8.27K
+ 11.29%
$48.42 - $50.35 $400K - $416K
81.5K $4.1M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
11.1K
+ 7.95%
$31.14 - $33.49 $344K - $370K
150K $5.03M
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
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email