Ae Wealth Management LLC New Holdings in Q3 2024

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FLRG
Fidelity Covington Tr U S Mult

ETFs
1.09M
New
$30.72 - $33.86 $33.5M - $36.9M
1.09M $36.9M
AVSC
American Centy ETF Tr Avantis
297K
New
$49.07 - $56.13 $14.6M - $16.7M
297K $16M
VST
Vistra Corp.

Utilities
111K
New
$69.0 - $119.06 $7.64M - $13.2M
111K $13.1M
KKR
Kkr & Co. Inc.

Financial Services
48.5K
New
$104.51 - $133.23 $5.07M - $6.46M
48.5K $6.34M
SJM
J M Smucker CO

Consumer Defensive
22.8K
New
$109.12 - $122.4 $2.48M - $2.79M
22.8K $2.76M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
21.1K
New
$108.44 - $120.37 $2.29M - $2.54M
21.1K $2.54M
CTA
Simplify Exch Traded Fds Simpl

ETFs
95.9K
New
$25.73 - $27.07 $2.47M - $2.6M
95.9K $2.49M
PII
Polaris Inc.

Consumer Cyclical
26.4K
New
$72.9 - $86.86 $1.93M - $2.29M
26.4K $2.2M
EA
Electronic Arts Inc.

Communication Services
14.8K
New
$137.32 - $151.82 $2.03M - $2.24M
14.8K $2.12M
GBIL
Goldman Sachs Access Treasury

ETFs
12.6K
New
$99.7 - $100.3 $1.26M - $1.27M
12.6K $1.27M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
50.7K
New
$18.31 - $20.21 $929K - $1.03M
50.7K $1.03M
GDDY
Go Daddy Inc.

Technology
5.51K
New
$141.41 - $167.41 $779K - $922K
5.51K $863K
UI
Ubiquiti Inc.

Technology
3.71K
New
$147.13 - $221.72 $545K - $821K
3.71K $821K
EXPD
Expeditors International Of Washington Inc

Industrials
6.17K
New
$116.1 - $131.42 $716K - $810K
6.17K $810K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
13.3K
New
$49.94 - $56.3 $663K - $747K
13.3K $746K
CNHI
Cnh Industrial N.V.

Industrials
69.4K
New
$9.47 - $10.66 $657K - $739K
69.4K $722K
GOLD
Barrick Gold Corp

Basic Materials
36.2K
New
$16.56 - $21.01 $599K - $760K
36.2K $719K
CHTR
Charter Communications, Inc.

Communication Services
1.89K
New
$290.56 - $383.07 $550K - $726K
1.89K $613K
DFIC
Dimensional ETF Tr Dimensional

ETFs
19.8K
New
$25.36 - $28.37 $502K - $562K
19.8K $557K
MED
Medifast Inc

Consumer Cyclical
28K
New
$17.94 - $21.93 $502K - $614K
28K $535K
FPRO
Fidelity Covington Tr

ETFs
21.5K
New
$20.64 - $24.75 $444K - $532K
21.5K $521K
ERIE
Erie Indemnity CO

Financial Services
959
New
$356.56 - $544.84 $342K - $523K
959 $517K
PDD
Pinduoduo Inc.

Consumer Cyclical
3.68K
New
$89.17 - $151.11 $329K - $557K
3.68K $496K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.44K
New
$80.44 - $110.41 $357K - $490K
4.44K $490K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
3.15K
New
$126.87 - $148.36 $399K - $467K
3.15K $414K
S
Sentinel One, Inc.

Technology
16.3K
New
$19.76 - $25.26 $321K - $411K
16.3K $388K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
12.8K
New
$23.57 - $24.19 $303K - $311K
12.8K $310K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.99K
New
$128.47 - $280.94 $256K - $559K
1.99K $308K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
9.43K
New
$29.19 - $31.87 $275K - $301K
9.43K $296K
SNA
Snap On Inc

Industrials
1.01K
New
$255.35 - $289.77 $258K - $292K
1.01K $292K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
5.41K
New
$46.45 - $53.68 $251K - $290K
5.41K $285K
HYD
Vaneck High Yield Muni ETF

ETFs
5.29K
New
$51.46 - $53.07 $272K - $281K
5.29K $280K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
7.92K
New
$29.23 - $33.51 $231K - $265K
7.92K $261K
PRGS
Progress Software Corp

Technology
3.8K
New
$53.37 - $67.37 $203K - $256K
3.8K $255K
FTNT
Fortinet, Inc.

Technology
3.28K
New
$55.39 - $77.55 $182K - $255K
3.28K $254K
NFG
National Fuel Gas CO

Energy
4.11K
New
$54.14 - $61.22 $223K - $252K
4.11K $249K
SCHR
Schwab Intermediate Term Us Tr

ETFs
4.87K
New
$48.4 - $50.91 $236K - $248K
4.87K $246K
AVY
Avery Dennison Corp

Industrials
1.11K
New
$202.27 - $224.18 $224K - $248K
1.11K $244K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
5.05K
New
$45.82 - $48.72 $231K - $246K
5.05K $243K
FTDS
First Trust Dividend Strength

ETFs
4.65K
New
$47.93 - $52.41 $223K - $244K
4.65K $242K
FSS
Federal Signal Corp

Industrials
2.57K
New
$82.35 - $99.97 $211K - $257K
2.57K $239K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.02K
New
$98.71 - $117.61 $200K - $238K
2.02K $237K
LEN
Lennar Corp

Consumer Cyclical
1.26K
New
$142.5 - $192.45 $180K - $243K
1.26K $236K
MANH
Manhattan Associates Inc

Technology
837
New
$218.59 - $286.0 $183K - $239K
837 $235K
AGNC
Agnc Investment Corp.

Real Estate
22.2K
New
$9.48 - $10.66 $211K - $237K
22.2K $232K
VOYA
Voya Financial, Inc.

Financial Services
2.92K
New
$64.58 - $79.22 $189K - $231K
2.92K $231K
EEM
Ishares Msci Emerging Markets

ETFs
5.01K
New
$40.42 - $46.7 $203K - $234K
5.01K $229K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.2K
New
$98.01 - $106.59 $215K - $234K
2.2K $229K
IYE
Ishares Tr

ETFs
4.9K
New
$44.44 - $49.18 $218K - $241K
4.9K $227K
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
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