Ae Wealth Management LLC New Holdings in Q3 2025

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STT
State Street Corp

Financial Services
57K
New
$102.01 - $117.25 $5.81M - $6.68M
57K $6.61M
KIM
Kimco Realty Corp

Real Estate
213K
New
$20.74 - $22.79 $4.42M - $4.85M
213K $4.65M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
49.4K
New
$84.77 - $103.36 $4.19M - $5.11M
49.4K $4.23M
USMC
Principal ETF U S Mega Cap

ETFs
57.2K
New
$62.08 - $68.69 $3.55M - $3.93M
57.2K $3.9M
ATO
Atmos Energy Corp

Utilities
9.64K
New
$151.51 - $170.75 $1.46M - $1.65M
9.64K $1.65M
PFGC
Performance Food Group CO

Consumer Defensive
16K
New
$88.19 - $102.08 $1.41M - $1.63M
16K $1.57M
SCCO
Southern Copper Corp

Basic Materials
12.6K
New
$90.54 - $121.36 $1.14M - $1.53M
12.6K $1.53M
LVHI
Franklin International Low Vol

ETFs
41.3K
New
$32.69 - $35.19 $1.35M - $1.45M
41.3K $1.43M
MPWR
Monolithic Power Systems Inc

Technology
1.22K
New
$711.24 - $922.81 $866K - $1.12M
1.22K $1.12M
PPC
Pilgrims Pride Corp

Consumer Defensive
22.9K
New
$40.22 - $50.41 $922K - $1.16M
22.9K $933K
TDY
Teledyne Technologies Inc

Technology
1.16K
New
$509.51 - $586.04 $593K - $682K
1.16K $682K
ALGN
Align Technology Inc

Healthcare
5.19K
New
$124.88 - $207.19 $648K - $1.08M
5.19K $649K
CR
Crane Holdings, Co.

Industrials
3.37K
New
$178.73 - $198.45 $602K - $669K
3.37K $620K
ENSG
Ensign Group, Inc

Healthcare
3.57K
New
$136.36 - $174.12 $487K - $622K
3.57K $616K
OLED
Universal Display Corp Pa

Technology
3.93K
New
$134.16 - $161.44 $527K - $634K
3.93K $564K
ERIE
Erie Indemnity CO

Financial Services
1.65K
New
$312.95 - $368.96 $517K - $609K
1.65K $525K
ITIC
Investors Title CO

Financial Services
1.75K
New
$200.24 - $262.69 $350K - $459K
1.75K $457K
MUSA
Murphy Usa Inc.

Consumer Cyclical
1.13K
New
$361.83 - $435.43 $408K - $491K
1.13K $437K
MP
Mp Materials Corp.

Basic Materials
6.21K
New
$30.03 - $77.13 $186K - $479K
6.21K $416K
RTO
Rentokil Initial PLC

Industrials
15.2K
New
$22.81 - $25.94 $346K - $393K
15.2K $382K
ALLY
Ally Financial Inc.

Financial Services
9.07K
New
$36.95 - $44.58 $335K - $404K
9.07K $355K
VSEC
Vse Corp

Industrials
2.07K
New
$125.37 - $172.66 $259K - $357K
2.07K $343K
WDC
Western Digital Corp

Technology
2.63K
New
$63.84 - $120.06 $168K - $316K
2.63K $316K
LPG
Dorian Lpg Ltd.

Energy
10.6K
New
$24.6 - $32.7 $260K - $346K
10.6K $315K
VTR
Ventas, Inc.

Real Estate
4.5K
New
$62.76 - $69.99 $282K - $315K
4.5K $314K
INSW
International Seaways, Inc.

Energy
6.78K
New
$37.03 - $49.12 $251K - $333K
6.78K $312K
PNM
Pnm Resources Inc

Utilities
7.13K
New
N/A
7.13K $296K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
5.26K
New
$52.62 - $61.93 $277K - $326K
5.26K $284K
CSGS
Csg Systems International Inc

Technology
4.24K
New
$60.77 - $67.01 $258K - $284K
4.24K $273K
MUR
Murphy Oil Corp

Energy
9.64K
New
$22.13 - $30.03 $213K - $290K
9.64K $273K
AVAV
Aero Vironment Inc

Industrials
864
New
$226.08 - $314.89 $195K - $272K
864 $272K
RL
Ralph Lauren Corp

Consumer Cyclical
862
New
$272.1 - $320.75 $235K - $276K
862 $270K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
9.98K
New
$24.0 - $31.51 $239K - $314K
9.98K $269K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
10.9K
New
$20.98 - $26.94 $228K - $293K
10.9K $268K
CGGR
Capital Group Growth ETF Shs C

ETFs
5.99K
New
$40.2 - $44.58 $241K - $267K
5.99K $263K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.44K
New
$76.35 - $84.68 $263K - $292K
3.44K $263K
FNV
Franco Nevada Corp

Basic Materials
1.17K
New
$154.4 - $222.91 $180K - $261K
1.17K $260K
ACLS
Axcelis Technologies Inc

Technology
2.65K
New
$67.69 - $100.44 $179K - $266K
2.65K $258K
PCG
Pg&E Corp

Utilities
17K
New
$13.0 - $15.73 $221K - $267K
17K $256K
JXN
Jackson Financial Inc.

Financial Services
2.5K
New
$84.06 - $103.8 $210K - $260K
2.5K $253K
ACM
Aecom

Industrials
1.91K
New
$111.08 - $132.99 $212K - $254K
1.91K $248K
CRC
California Resources Corp

Energy
4.67K
New
$46.11 - $57.82 $215K - $270K
4.67K $248K
SLVM
Sylvamo Corp

Basic Materials
5.59K
New
$40.4 - $53.01 $226K - $296K
5.59K $247K
SYF
Synchrony Financial

Financial Services
3.39K
New
$67.53 - $76.86 $229K - $261K
3.39K $241K
HUM
Humana Inc

Healthcare
921
New
$220.41 - $312.0 $203K - $287K
921 $239K
MGM
Mgm Resorts International

Consumer Cyclical
6.89K
New
$34.18 - $39.77 $235K - $274K
6.89K $238K
CELH
Celsius Holdings, Inc.

Consumer Defensive
4.15K
New
$42.74 - $62.88 $177K - $261K
4.15K $238K
GRMN
Garmin LTD

Technology
962
New
$211.13 - $246.22 $203K - $237K
962 $236K
TRNO
Terreno Realty Corp

Real Estate
4.11K
New
$53.01 - $59.08 $218K - $243K
4.11K $233K
Activity Summary
Buys All Purchases 1347 New Holdings 247 Increased Positions 1100 Sells All Sells 678 Reductions 678 Sold out 0 Options Calls 0 Puts 0
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