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
SJNK
Spdr Bloomberg Short Term High

ETFs
4.71K
+ 4.4%
$25.08 - $25.64 $118K - $121K
112K $2.81M
AVEM
American Centy ETF Tr Avantis

ETFs
1.76K
+ 159.19%
$57.11 - $62.4 $100K - $110K
2.86K $172K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.99K
+ 1.82%
$49.42 - $50.43 $98.5K - $101K
112K $5.57M
ZION
Zions Bancorporation, National Association

Financial Services
7.75K
+ 12.05%
$47.0 - $59.03 $364K - $457K
72K $3.59M
FSMD
Fidelity Covington Tr Small Mi

ETFs
5.11K
+ 10.75%
$38.04 - $43.22 $194K - $221K
52.6K $2.06M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
810
+ 17.31%
$46.15 - $63.53 $37.4K - $51.5K
5.49K $337K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.77K
+ 9.3%
$21.23 - $22.14 $80.1K - $83.5K
44.3K $977K
CB
Chubb LTD

Financial Services
79
+ 2.69%
$257.71 - $301.99 $20.4K - $23.9K
3.01K $909K
QCON
American Centy ETF Tr Quality
2.22K
+ 291.46%
$44.15 - $47.12 $97.9K - $105K
2.98K $132K
ACN
Accenture PLC

Technology
750
+ 21.85%
$300.91 - $398.25 $226K - $299K
4.18K $1.31M
MELI
Mercadolibre Inc

Consumer Cyclical
26
+ 14.36%
$1739.0 - $2260.0 $45.2K - $58.8K
207 $403K
AZN
Astrazeneca PLC

Healthcare
285
+ 3.03%
$65.37 - $77.96 $18.6K - $22.2K
9.68K $711K
PSX
Phillips 66

Energy
134
+ 1.6%
$113.93 - $131.55 $15.3K - $17.6K
8.5K $1.05M
VDC
Vanguard Consumer Staples ETF

ETFs
326
+ 10.49%
$206.54 - $226.16 $67.3K - $73.7K
3.43K $751K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
632
+ 2.52%
$73.78 - $76.59 $46.6K - $48.4K
25.7K $1.97M
NSC
Norfolk Southern Corp

Industrials
345
+ 6.54%
$227.69 - $259.76 $78.6K - $89.6K
5.62K $1.33M
WRB
Berkley W R Corp

Financial Services
487
+ 10.39%
$56.7 - $71.27 $27.6K - $34.7K
5.18K $368K
BBY
Best Buy CO Inc

Consumer Cyclical
22.5K
+ 17.55%
$70.3 - $91.1 $1.58M - $2.05M
151K $11.1M
FTNT
Fortinet, Inc.

Technology
890
+ 19.92%
$92.49 - $114.57 $82.3K - $102K
5.36K $515K
VAW
Vanguard Materials ETF

ETFs
495
+ 123.75%
$185.71 - $202.46 $91.9K - $100K
895 $168K
LNC
Lincoln National Corp

Financial Services
261
+ 1.37%
$30.06 - $39.23 $7.85K - $10.2K
19.3K $694K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
906
+ 45.23%
$108.02 - $120.45 $97.9K - $109K
2.91K $320K
TBI
True Blue, Inc.

Industrials
6.97K
+ 55.15%
N/A
19.6K $249K
CHKP
Check Point Software Technologies LTD

Technology
82
+ 4.92%
$179.88 - $231.31 $14.8K - $19K
1.75K $398K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.55K
+ 19.99%
$21.23 - $23.75 $118K - $132K
33.3K $717K
HYD
Vaneck High Yield Muni ETF

ETFs
1.71K
+ 56.48%
$50.79 - $52.53 $86.7K - $89.7K
4.73K $242K
PSLV
Sprott Physical Silver Trust

Financial Services
1.34K
+ 3.76%
$9.86 - $11.68 $13.2K - $15.6K
37K $428K
IBND
Spdr Bloomberg International C

ETFs
1.2K
+ 2.82%
$27.72 - $29.79 $33.2K - $35.6K
43.6K $1.29M
SYK
Stryker Corp

Healthcare
146
+ 6.73%
$355.18 - $399.9 $51.9K - $58.4K
2.32K $862K
HIG
Hartford Financial Services Group, Inc.

Financial Services
396
+ 19.73%
$106.31 - $123.73 $42.1K - $49K
2.4K $297K
SPFF
Global X Superincome Preferred

ETFs
9.76K
+ 29.04%
$8.97 - $9.5 $87.6K - $92.8K
43.4K $389K
OTIS
Otis Worldwide Corp

Industrials
434
+ 14.57%
$90.77 - $104.01 $39.4K - $45.1K
3.41K $352K
CME
Cme Group Inc.

Financial Services
170
+ 18.38%
$225.82 - $266.54 $38.4K - $45.3K
1.1K $290K
WELL
Welltower Inc.

Real Estate
151
+ 7.82%
$124.05 - $156.86 $18.7K - $23.7K
2.08K $319K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 21.91%
$65.27 - $71.18 $77.8K - $84.8K
6.63K $439K
BWX
Spdr Bloomberg International T

ETFs
3.35K
+ 122.93%
$20.94 - $22.04 $70.2K - $73.9K
6.08K $132K
FRI
First Tr S&P Reit Index Fd

ETFs
2.27K
+ 2.99%
$26.34 - $28.74 $59.8K - $65.3K
78.2K $2.15M
XYLD
Global X Fds S&P 500 Covered C

ETFs
2K
+ 84.7%
$39.02 - $42.89 $78.2K - $86K
4.37K $172K
TXT
Textron Inc

Industrials
2.49K
+ 9.95%
$70.19 - $81.2 $175K - $202K
27.5K $1.99M
VNQ
Vanguard Specialized Funds Van

ETFs
438
+ 1.99%
$85.55 - $94.34 $37.5K - $41.3K
22.4K $2.03M
ROK
Rockwell Automation, Inc

Industrials
416
+ 31.71%
$255.29 - $303.75 $106K - $126K
1.73K $446K
QPFF
American Centy ETF Tr Quality
2.06K
+ 244.18%
$35.38 - $36.78 $72.7K - $75.6K
2.9K $102K
PRAY
Shp ETF Tr Fis Biblically Resp
2.94K
+ 16.64%
$27.81 - $30.22 $81.8K - $88.9K
20.6K $586K
PWV
Invesco Exchange Traded Fd Tr

ETFs
1.18K
+ 8414.29%
$56.58 - $60.89 $66.7K - $71.7K
1.19K $70K
VOOV
Vanguard S&P 500 Value ETF

ETFs
378
+ 12.31%
$179.71 - $192.06 $67.9K - $72.6K
3.45K $635K
ADSK
Autodesk, Inc.

Technology
278
+ 16.0%
N/A
2.02K $495K
ITW
Illinois Tool Works Inc

Industrials
335
+ 12.0%
$244.9 - $274.48 $82K - $92K
3.13K $775K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
2.22K
+ 50.79%
$32.13 - $33.82 $71.2K - $74.9K
6.58K $212K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.11K
+ 19.43%
$27.64 - $28.58 $58.2K - $60.2K
12.9K $369K
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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