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
SCHV
Schwab Strategic Tr Us Large C

ETFs
713
+ 5.17%
$73.43 - $80.37 $52.4K - $57.3K
14.5K $1.17M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.51K
+ 3.95%
$51.58 - $53.79 $77.6K - $81K
39.6K $2.13M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
5.44K
+ 21.4%
$22.76 - $23.41 $124K - $127K
30.9K $722K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2.67K
+ 2.7%
$23.78 - $25.04 $63.5K - $66.9K
102K $2.55M
ANET
Arista Networks, Inc.

Technology
172
+ 8.23%
$311.42 - $388.21 $53.6K - $66.8K
2.26K $867K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.78K
+ 1.32%
$17.35 - $18.22 $30.9K - $32.4K
136K $2.47M
BAH
Booz Allen Hamilton Holding Corp

Industrials
531
+ 10.58%
$138.82 - $162.76 $73.7K - $86.4K
5.55K $903K
CCI
Crown Castle International Corp

Real Estate
175
+ 3.32%
$95.29 - $120.24 $16.7K - $21K
5.45K $646K
SUB
Ishares Short Term National Mu

ETFs
1.17K
+ 38.38%
$104.3 - $106.3 $122K - $124K
4.22K $448K
CPRT
Copart Inc

Consumer Cyclical
2.77K
+ 28.75%
$49.19 - $55.54 $136K - $154K
12.4K $649K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.02K
+ 12.66%
$77.24 - $83.67 $78.9K - $85.4K
9.09K $760K
EME
Emcor Group, Inc.

Industrials
40
+ 2.46%
$340.22 - $435.6 $13.6K - $17.4K
1.67K $718K
FTLS
First Tr Long/Short Equity ETF

ETFs
1.57K
+ 5.77%
$60.73 - $63.8 $95.3K - $100K
28.8K $1.83M
REET
Ishares Global Reit ETF

ETFs
393
+ 1.2%
$23.07 - $27.17 $9.07K - $10.7K
33.1K $884K
PPA
Invesco Exchange Traded Fd Tr

ETFs
750
+ 24.59%
$102.05 - $114.97 $76.5K - $86.2K
3.8K $436K
VBK
Vanguard Small Cap Growth ETF

ETFs
147
+ 3.14%
$240.48 - $267.94 $35.4K - $39.4K
4.83K $1.29M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.46K
+ 5.06%
$30.27 - $34.42 $44.1K - $50.1K
30.3K $1.03M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
201
+ 0.86%
$65.06 - $71.72 $13.1K - $14.4K
23.5K $1.67M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
830
+ 19.09%
$87.56 - $95.49 $72.7K - $79.3K
5.18K $494K
ABR
Arbor Realty Trust Inc

Real Estate
6.36K
+ 62.22%
$12.89 - $15.66 $82K - $99.6K
16.6K $257K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
2.33K
+ 26.1%
$35.73 - $39.48 $83.3K - $92K
11.3K $440K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
838
+ 3.4%
$25.27 - $30.5 $21.2K - $25.6K
25.5K $754K
DAL
Delta Air Lines, Inc.

Industrials
1.53K
+ 16.96%
$37.32 - $51.8 $57.2K - $79.4K
10.6K $536K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
319
+ 11.12%
$210.25 - $231.86 $67.1K - $74K
3.19K $711K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.04K
+ 24.59%
$71.86 - $78.56 $74.9K - $81.9K
5.28K $414K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
2.02K
+ 25.95%
$50.28 - $51.29 $101K - $104K
9.8K $500K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
2.12K
+ 17.81%
$37.43 - $39.97 $79.4K - $84.7K
14K $560K
HII
Huntington Ingalls Industries, Inc.

Industrials
220
+ 9.08%
$241.93 - $282.86 $53.2K - $62.2K
2.64K $698K
FEMB
First Tr ETF Emerging Markets

ETFs
2.83K
+ 28.51%
$26.93 - $29.14 $76.3K - $82.6K
12.8K $370K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
1.66K
+ 12.7%
$45.31 - $51.64 $75.1K - $85.6K
14.7K $753K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
232
+ 2.07%
$90.87 - $102.43 $21.1K - $23.8K
11.4K $1.13M
IBND
Spdr Bloomberg International C

ETFs
480
+ 1.18%
$28.7 - $30.78 $13.8K - $14.8K
41.3K $1.26M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.72K
+ 7.92%
$20.47 - $20.71 $76.1K - $77K
50.7K $1.05M
RSG
Republic Services, Inc.

Industrials
314
+ 11.45%
$189.34 - $208.21 $59.5K - $65.4K
3.06K $613K
CINF
Cincinnati Financial Corp

Financial Services
54
+ 1.37%
$115.7 - $138.2 $6.25K - $7.46K
4K $544K
PRCH
Porch Group, Inc.

Technology
46.4K
+ 19.19%
$1.09 - $2.25 $50.6K - $104K
288K $443K
MPW
Medical Properties Trust Inc

Real Estate
7.9K
+ 39.17%
$4.03 - $6.38 $31.8K - $50.4K
28.1K $164K
FMF
First Trust Managed Futures St

ETFs
2.51K
+ 6.42%
$47.09 - $49.74 $118K - $125K
41.6K $1.98M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.12K
+ 6.97%
$24.39 - $25.28 $51.6K - $53.5K
32.5K $815K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.8K
+ 22.58%
$25.45 - $29.53 $45.9K - $53.3K
9.79K $285K
NJR
New Jersey Resources Corp

Utilities
42
+ 0.26%
$42.03 - $48.02 $1.77K - $2.02K
16K $756K
SPMD
Spdr Portfolio

ETFs
157
+ 0.84%
$50.29 - $54.92 $7.9K - $8.62K
18.8K $1.03M
KEYS
Keysight Technologies, Inc.

Technology
210
+ 12.06%
$119.86 - $158.87 $25.2K - $33.4K
1.95K $310K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
339
+ 0.43%
$10.63 - $11.81 $3.6K - $4K
78.8K $919K
RGA
Reinsurance Group Of America Inc

Financial Services
180
+ 7.11%
$192.62 - $225.79 $34.7K - $40.6K
2.71K $590K
RIO
Rio Tinto PLC

Basic Materials
391
+ 4.77%
$59.71 - $71.21 $23.3K - $27.8K
8.59K $611K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
2.25K
+ 7.48%
$23.36 - $25.92 $52.4K - $58.2K
32.3K $824K
WTRE
Watford Holdings Ltd.

Financial Services
182
+ 0.74%
$17.26 - $20.15 $3.14K - $3.67K
24.9K $496K
HSY
Hershey CO

Consumer Defensive
179
+ 4.73%
$182.45 - $203.25 $32.7K - $36.4K
3.96K $759K
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