Ae Wealth Management LLC New Holdings in Q4 2025

Ae Wealth Management LLC

  • $14.9 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DOV
Dover Corp

Industrials
128K
New
$161.16 - $183.97 $20.6M - $23.5M
128K $23.4M
CHD
Church & Dwight CO Inc

Consumer Defensive
258K
New
$81.8 - $90.01 $21.1M - $23.2M
258K $21.7M
L
Loews Corp

Financial Services
49.5K
New
$97.8 - $104.41 $4.84M - $5.16M
49.5K $5.16M
MAT
Mattel Inc

Consumer Cyclical
249K
New
$17.1 - $19.6 $4.26M - $4.89M
249K $4.82M
INCY
Incyte Corp

Healthcare
27K
New
$83.8 - $108.26 $2.26M - $2.92M
27K $2.81M
CDE
Coeur Mining, Inc.

Basic Materials
106K
New
$13.82 - $23.1 $1.47M - $2.45M
106K $1.57M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
30K
New
$50.48 - $50.65 $1.51M - $1.52M
30K $1.52M
STE
Steris PLC

Healthcare
4.1K
New
$235.48 - $267.99 $965K - $1.1M
4.1K $1.06M
ENTG
Entegris Inc

Technology
12.7K
New
$78.28 - $100.26 $995K - $1.27M
12.7K $995K
NTRA
Natera, Inc.

Healthcare
4.52K
New
$160.21 - $209.5 $724K - $946K
4.52K $922K
CSL
Carlisle Companies Inc

Industrials
2.39K
New
$306.54 - $340.49 $732K - $813K
2.39K $731K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
30K
New
$23.98 - $24.37 $720K - $732K
30K $723K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
17.9K
New
$38.05 - $43.23 $680K - $773K
17.9K $720K
WCN
Waste Connections, Inc.

Industrials
3.91K
New
$165.31 - $178.47 $646K - $698K
3.91K $659K
BURL
Burlington Stores, Inc.

Consumer Cyclical
1.84K
New
$252.63 - $287.04 $464K - $527K
1.84K $513K
RGA
Reinsurance Group Of America Inc

Financial Services
2.54K
New
$181.54 - $197.59 $461K - $502K
2.54K $479K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
3.2K
New
$146.31 - $153.52 $468K - $491K
3.2K $476K
SSO
Proshares Ultra S&P 500

ETFs
4.21K
New
$107.49 - $118.65 $453K - $500K
4.21K $475K
FICO
Fair Isaac Corp

Technology
251
New
$1512.71 - $1879.55 $380K - $472K
251 $437K
FDS
Factset Research Systems Inc

Financial Services
1.57K
New
$253.62 - $294.11 $398K - $462K
1.57K $430K
ON
On Semiconductor Corp

Technology
9.09K
New
$45.74 - $55.08 $416K - $501K
9.09K $426K
SNOW
Snowflake Inc.

Technology
1.66K
New
$230.55 - $277.14 $382K - $460K
1.66K $426K
UHS
Universal Health Services Inc

Healthcare
1.86K
New
$196.11 - $229.23 $365K - $426K
1.86K $418K
TYL
Tyler Technologies Inc

Technology
884
New
$460.81 - $518.69 $407K - $459K
884 $413K
ROST
Ross Stores, Inc.

Consumer Cyclical
2.54K
New
$147.71 - $162.85 $375K - $414K
2.54K $408K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.56K
New
$232.68 - $260.88 $362K - $406K
1.56K $401K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
8.73K
New
$45.5 - $61.63 $397K - $538K
8.73K $397K
NJR
New Jersey Resources Corp

Utilities
8.46K
New
$44.13 - $47.67 $373K - $403K
8.46K $394K
LNTH
Lantheus Holdings, Inc.

Healthcare
7.44K
New
$50.69 - $58.13 $377K - $433K
7.44K $394K
IVT
Inven Trust Properties Corp.

Real Estate
13.1K
New
$27.24 - $28.92 $357K - $379K
13.1K $368K
MOD
Modine Manufacturing CO

Consumer Cyclical
2.66K
New
$128.73 - $163.02 $343K - $434K
2.66K $351K
MARA
Marathon Digital Holdings, Inc.

Financial Services
15.6K
New
N/A
15.6K $351K
STRL
Sterling Construction CO Inc

Industrials
1.01K
New
$326.6 - $411.07 $330K - $415K
1.01K $342K
BE
Bloom Energy Corp

Industrials
3K
New
$86.06 - $142.37 $258K - $427K
3K $335K
RACE
Ferrari N.V.

Consumer Cyclical
791
New
$378.72 - $504.09 $300K - $399K
791 $329K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
4.51K
New
$71.89 - $74.08 $324K - $334K
4.51K $327K
PRA
Proassurance Corp

Financial Services
13.6K
New
$23.9 - $24.16 $325K - $329K
13.6K $326K
OUNZ
Van Eck Merk Gold Trust

ETFs
8.14K
New
$37.12 - $42.17 $302K - $343K
8.14K $320K
USM
United States Cellular Corp

Communication Services
6.18K
New
N/A
6.18K $317K
IONS
Ionis Pharmaceuticals Inc

Healthcare
4.4K
New
$65.8 - $74.68 $290K - $329K
4.4K $315K
THG
Hanover Insurance Group, Inc.

Financial Services
1.72K
New
$168.39 - $184.62 $290K - $318K
1.72K $311K
FSLR
First Solar, Inc.

Technology
1.16K
New
$223.36 - $277.39 $260K - $323K
1.16K $294K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.7K
New
$160.66 - $181.39 $272K - $307K
1.7K $289K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
3.8K
New
N/A
3.8K $284K
CNM
Core & Main, Inc.

Industrials
5.99K
New
$47.15 - $54.63 $282K - $327K
5.99K $282K
ROL
Rollins Inc

Consumer Cyclical
4.77K
New
$53.87 - $59.67 $257K - $285K
4.77K $277K
EQIX
Equinix Inc

Real Estate
349
New
$772.6 - $846.01 $270K - $295K
349 $274K
LII
Lennox International Inc

Industrials
573
New
$471.5 - $554.58 $270K - $318K
573 $270K
SATS
Echo Star Corp

Technology
3.95K
New
$67.4 - $79.5 $266K - $314K
3.95K $266K
Activity Summary
Buys All Purchases 1534 New Holdings 312 Increased Positions 1222 Sells All Sells 670 Reductions 667 Sold out 3 Options Calls 0 Puts 1
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