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
FSMB
First Tr Et Fd Iii Short Durat

ETFs
8.71K
+ 271.61%
$19.8 - $19.97 $172K - $174K
11.9K $236K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
4.34K
+ 13.63%
$30.35 - $33.16 $132K - $144K
36.2K $1.16M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.58K
+ 61.47%
$97.38 - $104.52 $154K - $166K
4.16K $425K
O
Realty Income Corp

Real Estate
1.89K
+ 14.88%
$51.67 - $58.49 $97.6K - $110K
14.6K $845K
FTSL
First Trust Senior Ln Fund

ETFs
3.8K
+ 34.45%
$45.65 - $46.48 $173K - $177K
14.8K $676K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.05K
+ 12.67%
$169.43 - $182.84 $178K - $192K
9.35K $1.62M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.15K
+ 31.37%
$67.24 - $84.27 $279K - $349K
17.4K $1.18M
SNY
Sanofi

Healthcare
463
+ 2.41%
$48.15 - $59.42 $22.3K - $27.5K
19.7K $1.09M
BSMU
Invesco Exchange Self Ind Tr

ETFs
8.03K
+ 9.77%
$21.49 - $22.03 $172K - $177K
90.2K $1.95M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.71K
+ 38.18%
$39.96 - $43.3 $148K - $161K
13.4K $553K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
3.14K
+ 109.08%
$47.47 - $48.84 $149K - $153K
6.01K $287K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
3.27K
+ 482.3%
$46.12 - $52.9 $151K - $173K
3.95K $183K
MAYZ
Listed Fds Tr Trueshares Struc
7.6K
+ 10.66%
$28.71 - $31.13 $218K - $237K
78.9K $2.29M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
445
+ 25.0%
$634.14 - $744.83 $282K - $331K
2.23K $1.41M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
12.3K
+ 13.45%
$10.81 - $11.29 $133K - $139K
104K $1.13M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.44K
+ 23.59%
$203.38 - $274.79 $294K - $397K
7.56K $1.55M
NVS
Novartis Ag

Healthcare
488
+ 7.84%
$97.14 - $115.57 $47.4K - $56.4K
6.71K $747K
AVUV
American Centy ETF Tr Avantis

ETFs
1.93K
+ 65.65%
$84.95 - $100.62 $164K - $194K
4.87K $424K
LOW
Lowes Companies Inc

Consumer Cyclical
1.42K
+ 10.16%
$222.66 - $268.42 $316K - $380K
15.4K $3.58M
XYL
Xylem Inc.

Industrials
759
+ 5.23%
$114.02 - $132.04 $86.5K - $100K
15.3K $1.83M
UI
Ubiquiti Inc.

Technology
698
+ 19.66%
$300.93 - $431.11 $210K - $301K
4.25K $1.32M
BP
Bp PLC

Energy
1.19K
+ 5.12%
$29.93 - $35.31 $35.5K - $41.9K
24.4K $822K
OXY
Occidental Petroleum Corp

Energy
2.82K
+ 27.01%
$45.45 - $52.7 $128K - $148K
13.2K $653K
PYPL
Pay Pal Holdings, Inc.

Financial Services
11.7K
+ 37.56%
$65.15 - $91.81 $765K - $1.08M
43K $2.81M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.82K
+ 14.4%
$47.33 - $47.92 $133K - $135K
22.4K $1.06M
PCH
Potlatchdeltic Corp

Real Estate
212
+ 0.97%
$38.35 - $47.34 $8.13K - $10K
22K $992K
MDT
Medtronic PLC

Healthcare
597
+ 7.19%
$79.84 - $94.5 $47.7K - $56.4K
8.9K $799K
FTA
First Tr Large Cap Value

ETFs
1.44K
+ 1.54%
$74.42 - $80.34 $107K - $116K
95.1K $7.29M
VT
Vanguard Total World Stk Index

ETFs
1.24K
+ 20.6%
$115.08 - $123.97 $143K - $154K
7.28K $844K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.79K
+ 22.21%
$60.44 - $69.57 $108K - $125K
9.86K $657K
IBHG
Ishares Tr Ibonds 2027 Term Hi
5.68K
+ 18.79%
$22.21 - $22.56 $126K - $128K
35.9K $802K
AHYB
American Centy ETF Tr Select H
2.8K
+ 102.45%
$45.43 - $46.33 $127K - $130K
5.53K $252K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
4.29K
+ 6397.01%
$27.47 - $30.62 $118K - $131K
4.35K $128K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
725
+ 0.8%
$42.18 - $45.16 $30.6K - $32.7K
91.4K $4.05M
VPU
Vanguard Utilities ETF

ETFs
623
+ 26.92%
$161.24 - $173.33 $100K - $108K
2.94K $501K
ET
Energy Transfer LP

Energy
11.4K
+ 12.67%
$17.26 - $21.08 $197K - $241K
102K $1.89M
LUV
Southwest Airlines CO

Industrials
3.62K
+ 20.5%
$28.18 - $34.84 $102K - $126K
21.3K $714K
TTE
Total Energies Se

Energy
1.74K
+ 9.29%
N/A
20.5K $1.4M
ISMD
Northern Lts Fd Tr Iv

ETFs
3.75K
+ 160.88%
$33.87 - $38.9 $127K - $146K
6.08K $207K
SQ
Block, Inc.

Technology
3.62K
+ 113.86%
$54.04 - $92.95 $196K - $337K
6.8K $389K
FDVV
Fidelity High Dividend ETF

ETFs
2.9K
+ 3.7%
$48.86 - $52.28 $141K - $151K
81.3K $4.03M
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.76K
+ 255.43%
$30.71 - $30.87 $115K - $116K
5.23K $161K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.73K
+ 48.87%
$56.51 - $62.98 $97.5K - $109K
5.26K $318K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
1.1K
+ 8.67%
$66.47 - $71.08 $73.1K - $78.2K
13.8K $969K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
5.48K
+ 7.86%
$25.12 - $26.05 $138K - $143K
75.2K $1.9M
NGG
National Grid PLC

Utilities
934
+ 11.33%
$56.13 - $65.61 $52.4K - $61.3K
9.18K $602K
DGX
Quest Diagnostics Inc

Healthcare
820
+ 49.43%
N/A
2.48K $339K
EXPD
Expeditors International Of Washington Inc

Industrials
410
+ 6.41%
$109.09 - $126.48 $44.7K - $51.9K
6.81K $818K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.91K
+ 19.36%
$48.43 - $49.9 $92.5K - $95.3K
11.8K $587K
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
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