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
USB
Us Bancorp \De\

Financial Services
64.4K
+ 14.87%
$40.92 - $50.9 $2.64M - $3.28M
498K $21M
CI
Cigna Corp

Healthcare
274
+ 7.24%
$274.49 - $329.0 $75.2K - $90.1K
4.06K $1.33M
SLB
Schlumberger Limited

Energy
5.51K
+ 33.82%
$38.4 - $43.74 $212K - $241K
21.8K $911K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.76K
+ 21.52%
$56.63 - $59.39 $270K - $283K
26.9K $1.55M
EOG
Eog Resources Inc

Energy
2.06K
+ 96.27%
$120.54 - $138.05 $249K - $285K
4.2K $539K
ARCC
Ares Capital Corp

Financial Services
10.3K
+ 5.91%
$21.28 - $23.81 $219K - $245K
185K $4.09M
ADI
Analog Devices Inc

Technology
2.99K
+ 9.78%
$201.56 - $243.82 $602K - $728K
33.5K $6.76M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.77K
+ 47.77%
$94.87 - $96.11 $263K - $267K
8.58K $823K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
12.2K
+ 4.56%
$23.32 - $23.84 $284K - $290K
279K $6.54M
GPC
Genuine Parts CO

Consumer Cyclical
1.66K
+ 5.5%
$115.91 - $129.02 $192K - $214K
31.7K $3.78M
LXP
Lxp Industrial Trust

Real Estate
16.2K
+ 6.98%
$7.72 - $9.22 $125K - $149K
248K $2.14M
AVDE
American Centy ETF Tr Avantis

ETFs
3.05K
+ 26.95%
$60.63 - $68.55 $185K - $209K
14.4K $952K
AVRE
American Centy ETF Tr Avantis
5.69K
+ 115.38%
$40.62 - $44.31 $231K - $252K
10.6K $456K
AAL
American Airlines Group Inc.

Industrials
22.5K
+ 34.16%
N/A
88.4K $975K
OGN
Organon & Co.

Healthcare
16.5K
+ 10.91%
$14.29 - $16.41 $235K - $270K
168K $2.49M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.42K
+ 2.86%
$66.3 - $74.17 $161K - $180K
87.1K $6.05M
AMCR
Amcor PLC

Consumer Cyclical
17.5K
+ 8.25%
$9.33 - $10.39 $163K - $182K
229K $2.22M
KORP
American Centy ETF Tr Diversif

ETFs
4.89K
+ 173.33%
$45.26 - $47.12 $221K - $230K
7.71K $360K
DVN
Devon Energy Corp

Energy
4.92K
+ 49.22%
$33.15 - $38.55 $163K - $190K
14.9K $557K
QINT
American Centy ETF Tr Quality

ETFs
3.79K
+ 45.89%
$47.52 - $53.84 $180K - $204K
12.1K $624K
IGOV
Ishares 1 3 International Trea

ETFs
4.4K
+ 8.02%
$37.39 - $39.79 $164K - $175K
59.3K $2.34M
VHT
Vanguard Health Care ETF

ETFs
783
+ 45.1%
$254.06 - $273.83 $199K - $214K
2.52K $666K
TRV
Travelers Companies, Inc.

Financial Services
721
+ 50.17%
$232.43 - $265.13 $168K - $191K
2.16K $570K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.08K
+ 109.09%
$97.25 - $104.79 $202K - $218K
3.98K $412K
FVAL
Fidelity Covington Tr Value Fa

ETFs
6.53K
+ 7.33%
$58.79 - $65.0 $384K - $425K
95.7K $5.7M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
2.16K
+ 997.69%
$101.13 - $119.79 $218K - $258K
2.37K $244K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
4.02K
+ 5.16%
$79.96 - $87.71 $321K - $352K
81.8K $6.72M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
506
+ 16.83%
$208.48 - $244.03 $105K - $123K
3.51K $857K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
10K
+ 228.77%
$21.79 - $23.09 $219K - $232K
14.4K $315K
OPER
ETF Ser Solutions Clearshares

ETFs
2.13K
+ 438.19%
$100.08 - $100.42 $214K - $214K
2.62K $262K
IXP
Ishares Global Comm Services E

ETFs
1.92K
+ 2.74%
$95.48 - $106.93 $183K - $205K
71.9K $6.97M
COP
Conocophillips

Energy
1.02K
+ 5.7%
$88.6 - $105.85 $90K - $108K
18.8K $1.98M
FQAL
Fidelity Covington Tr Quality

ETFs
4.68K
+ 6.64%
$63.12 - $69.13 $296K - $324K
75.1K $4.82M
FDG
American Centy ETF Tr Focused

ETFs
2.77K
+ 88.17%
$89.22 - $109.96 $247K - $305K
5.92K $537K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.97K
+ 2.26%
$91.45 - $91.75 $180K - $181K
89K $8.17M
AMD
Advanced Micro Devices Inc

Technology
45.5K
+ 18.37%
$96.63 - $129.55 $4.4M - $5.9M
293K $30.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
948
+ 10.33%
$182.82 - $196.21 $173K - $186K
10.1K $1.9M
HYLS
First Tr Tactical High Yield L

ETFs
5K
+ 28.54%
$40.95 - $41.77 $205K - $209K
22.5K $924K
AXON
Axon Enterprise, Inc.

Industrials
483
+ 54.7%
$496.65 - $710.01 $240K - $343K
1.37K $718K
XLP
Consumer Staples Sector Spdr

ETFs
2.55K
+ 6.37%
N/A
42.5K $3.23M
PCAR
Paccar Inc

Industrials
3.63K
+ 15.13%
$96.91 - $112.51 $351K - $408K
27.6K $2.69M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
7.05K
+ 177.77%
$25.34 - $26.96 $179K - $190K
11K $291K
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.83K
+ 49.82%
$50.17 - $51.45 $192K - $197K
11.5K $580K
FPRO
Fidelity Covington Tr

ETFs
7.16K
+ 24.47%
$21.37 - $23.88 $153K - $171K
36.4K $836K
PKI
Perkinelmer Inc

Healthcare
1.52K
+ 8.95%
N/A
18.5K $2.24M
MET
Metlife Inc

Financial Services
3.28K
+ 6.48%
$77.7 - $87.0 $255K - $285K
53.9K $4.33M
RSG
Republic Services, Inc.

Industrials
168
+ 4.87%
$200.09 - $242.16 $33.6K - $40.7K
3.62K $876K
RVNU
Xtrackers Municipal Infrastruc

ETFs
9.39K
+ 11.03%
$24.5 - $25.39 $230K - $238K
94.5K $2.33M
CCI
Crown Castle International Corp

Real Estate
931
+ 15.9%
$84.33 - $106.39 $78.5K - $99K
6.79K $707K
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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