Ae Wealth Management LLC New Holdings in Q1 2025

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AUGZ
Listed Fds Tr Trueshares Struc

Technology
567K
New
$36.95 - $40.02 $20.9M - $22.7M
567K $21.2M
TPR
Tapestry, Inc.

Consumer Cyclical
148K
New
$65.63 - $89.21 $9.7M - $13.2M
148K $10.4M
IGT
International Game Technology PLC

Consumer Cyclical
364K
New
$16.24 - $18.35 $5.91M - $6.67M
364K $5.91M
WYNN
Wynn Resorts LTD

Consumer Cyclical
59.2K
New
$77.0 - $93.47 $4.56M - $5.53M
59.2K $4.94M
SWK
Stanley Black & Decker, Inc.

Industrials
49.5K
New
$76.43 - $90.41 $3.78M - $4.48M
49.5K $3.81M
HOOD
Robinhood Markets, Inc.

Technology
64.1K
New
$35.63 - $65.28 $2.28M - $4.19M
64.1K $2.67M
CHRD
Oasis Petroleum Inc.

Energy
21.8K
New
$101.34 - $127.78 $2.21M - $2.79M
21.8K $2.46M
ILMN
Illumina, Inc.

Healthcare
28.7K
New
$79.34 - $144.22 $2.28M - $4.14M
28.7K $2.28M
ZM
Zoom Video Communications, Inc.

Technology
22.7K
New
$72.23 - $88.64 $1.64M - $2.01M
22.7K $1.68M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
LEU
Centrus Energy Corp

Energy
18.1K
New
$62.21 - $119.74 $1.13M - $2.17M
18.1K $1.13M
TRMB
Trimble Inc.

Technology
11.7K
New
$65.52 - $77.49 $768K - $908K
11.7K $769K
IETC
Ishares U S ETF Tr

ETFs
9.45K
New
$74.94 - $89.98 $708K - $850K
9.45K $707K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
5.44K
New
$119.84 - $136.1 $651K - $740K
5.44K $657K
ACU
Acme United Corp

Consumer Defensive
15.9K
New
$34.47 - $40.95 $549K - $652K
15.9K $630K
RS
Reliance Steel & Aluminum CO

Basic Materials
1.82K
New
$266.61 - $302.66 $484K - $549K
1.82K $524K
MORN
Morningstar, Inc.

Financial Services
1.72K
New
$282.49 - $334.73 $486K - $576K
1.72K $515K
ENFR
Alerian Energy Infrastructure

ETFs
15.7K
New
$30.27 - $34.12 $475K - $536K
15.7K $514K
CGDV
Capital Group Divid Value ETF

ETFs
13.8K
New
$34.95 - $37.36 $481K - $515K
13.8K $490K
CHK
Chesapeake Energy Corp

Energy
4.73K
New
N/A
4.73K $405K
STAG
Stag Industrial, Inc.

Real Estate
10.7K
New
$32.39 - $37.07 $348K - $398K
10.7K $388K
EXP
Eagle Materials Inc

Basic Materials
1.72K
New
$207.49 - $262.13 $357K - $451K
1.72K $382K
ZS
Zscaler, Inc.

Technology
1.9K
New
$181.66 - $216.87 $346K - $412K
1.9K $377K
ADC
Agree Realty Corp

Real Estate
4.64K
New
$68.36 - $77.19 $317K - $358K
4.64K $358K
GWRE
Guidewire Software, Inc.

Technology
1.82K
New
$166.74 - $218.22 $304K - $398K
1.82K $341K
EAT
Brinker International, Inc

Consumer Cyclical
2.29K
New
$133.46 - $189.14 $306K - $433K
2.29K $341K
FIX
Comfort Systems Usa Inc

Industrials
1.04K
New
$313.26 - $550.27 $324K - $570K
1.04K $333K
FLO
Flowers Foods Inc

Consumer Defensive
17.2K
New
$18.05 - $20.78 $310K - $357K
17.2K $326K
PB
Prosperity Bancshares Inc

Financial Services
4.47K
New
$69.3 - $80.69 $310K - $361K
4.47K $318K
BWXT
Bwx Technologies, Inc.

Industrials
3.18K
New
$96.59 - $128.46 $307K - $409K
3.18K $313K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.52K
New
$159.75 - $208.61 $243K - $318K
1.52K $310K
SNOW
Snowflake Inc.

Technology
2.12K
New
$146.16 - $192.78 $310K - $409K
2.12K $310K
UFPI
Ufp Industries Inc

Basic Materials
2.85K
New
$103.91 - $118.67 $296K - $339K
2.85K $305K
ALLE
Allegion PLC

Industrials
2.34K
New
$123.79 - $135.5 $290K - $318K
2.34K $305K
ELS
Equity Lifestyle Properties Inc

Real Estate
4.57K
New
$64.36 - $69.32 $294K - $317K
4.57K $304K
QAI
Iq Hedge Multi Strategy Compos

ETFs
9.59K
New
$31.16 - $32.27 $299K - $310K
9.59K $300K
SEIC
Sei Investments CO

Financial Services
3.85K
New
$72.08 - $86.58 $278K - $334K
3.85K $299K
HLI
Houlihan Lokey, Inc.

Financial Services
1.85K
New
$154.43 - $187.4 $285K - $346K
1.85K $297K
SE
Sea LTD

Consumer Cyclical
2.26K
New
$104.87 - $146.31 $237K - $331K
2.26K $295K
TTEK
Tetra Tech Inc

Industrials
9.97K
New
$28.26 - $42.58 $282K - $425K
9.97K $291K
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.7K
New
$103.02 - $140.69 $279K - $380K
2.7K $285K
ALV
Autoliv Inc

Consumer Cyclical
3.13K
New
$87.68 - $102.7 $274K - $321K
3.13K $276K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
6.34K
New
$43.49 - $58.8 $276K - $373K
6.34K $275K
NVT
N Vent Electric PLC

Industrials
5.08K
New
$52.42 - $75.4 $266K - $383K
5.08K $266K
SKX
Skechers Usa Inc

Consumer Cyclical
4.64K
New
$54.98 - $78.24 $255K - $363K
4.64K $263K
U
Unity Software Inc.

Technology
13.4K
New
$19.44 - $28.34 $261K - $380K
13.4K $262K
REXR
Rexford Industrial Realty, Inc.

Real Estate
6.71K
New
$37.17 - $41.44 $249K - $278K
6.71K $262K
DG
Dollar General Corp

Consumer Defensive
2.94K
New
$68.44 - $87.93 $201K - $259K
2.94K $258K
OPFI
Opp Fi Inc.

Technology
27.7K
New
$7.18 - $16.94 $199K - $469K
27.7K $257K
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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