Ae Wealth Management LLC New Holdings in Q2 2025

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SWKS
Skyworks Solutions, Inc.

Technology
180K
New
$49.2 - $74.95 $8.83M - $13.5M
180K $13.4M
EL
Estee Lauder Companies Inc

Consumer Defensive
82.2K
New
$50.06 - $80.8 $4.12M - $6.64M
82.2K $6.64M
SPUC
Simplify Exch Traded Fds Us Eq

ETFs
104K
New
$32.52 - $44.71 $3.39M - $4.67M
104K $4.67M
FTI
Technip Fmc PLC

Energy
133K
New
$23.18 - $35.33 $3.08M - $4.7M
133K $4.58M
APP
App Lovin Corp

Technology
4.73K
New
$219.37 - $417.89 $1.04M - $1.98M
4.73K $1.66M
LEN
Lennar Corp

Consumer Cyclical
9.06K
New
$102.76 - $115.66 $931K - $1.05M
9.06K $1M
MCHP
Microchip Technology Inc

Technology
9.41K
New
$35.34 - $71.6 $333K - $674K
9.41K $662K
BTI
British American Tobacco P.L.C.

Consumer Defensive
10.9K
New
$39.43 - $49.34 $431K - $539K
10.9K $517K
FCFS
First Cash Holdings, Inc.

Financial Services
3.04K
New
$118.0 - $137.63 $359K - $418K
3.04K $410K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
50.2K
New
$6.66 - $8.12 $334K - $407K
50.2K $407K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.85K
New
$186.58 - $225.78 $344K - $417K
1.85K $402K
PWR
Quanta Services, Inc.

Industrials
929
New
$239.47 - $381.26 $222K - $354K
929 $351K
APA
Apa Corp

Energy
18.8K
New
$14.03 - $21.24 $263K - $399K
18.8K $343K
CRDO
Credo Technology Group Holding LTD

Technology
3.7K
New
$33.3 - $95.05 $123K - $352K
3.7K $342K
IONQ
Ion Q, Inc.

Technology
7.79K
New
$20.68 - $48.04 $161K - $374K
7.79K $334K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.13K
New
$201.28 - $266.34 $228K - $301K
1.13K $301K
UNF
Unifirst Corp

Industrials
1.59K
New
$161.86 - $189.64 $257K - $301K
1.59K $298K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
5.86K
New
$25.35 - $64.65 $149K - $379K
5.86K $292K
CLF
Cleveland Cliffs Inc.

Basic Materials
38.5K
New
$5.83 - $8.88 $225K - $342K
38.5K $292K
AME
Ametek Inc

Industrials
1.59K
New
$151.41 - $182.75 $241K - $291K
1.59K $288K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
608
New
$328.01 - $475.68 $199K - $289K
608 $284K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
4.57K
New
$35.11 - $63.01 $160K - $288K
4.57K $279K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
7.9K
New
$29.4 - $33.37 $232K - $264K
7.9K $263K
SGOL
Abrdn Gold ETF Trust

ETFs
8.08K
New
$28.39 - $32.75 $229K - $265K
8.08K $254K
OMF
One Main Holdings, Inc.

Financial Services
4.27K
New
$40.42 - $57.0 $173K - $244K
4.27K $243K
SONY
Sony Group Corp

Technology
9.15K
New
$21.24 - $26.88 $194K - $246K
9.15K $238K
DASH
Door Dash, Inc.

Communication Services
968
New
$163.16 - $246.51 $158K - $239K
968 $238K
TDG
Trans Digm Group Inc

Industrials
154
New
$1231.75 - $1520.64 $190K - $234K
154 $234K
CRS
Carpenter Technology Corp

Industrials
846
New
$151.3 - $276.38 $128K - $234K
846 $233K
DOCU
Docusign, Inc.

Technology
2.94K
New
$70.35 - $93.84 $207K - $276K
2.94K $228K
TILE
Interface Inc

Consumer Cyclical
10.8K
New
$17.79 - $21.16 $192K - $228K
10.8K $225K
SMTC
Semtech Corp

Technology
4.98K
New
$24.34 - $45.62 $121K - $227K
4.98K $224K
KD
Kyndryl Holdings, Inc.

Technology
5.29K
New
$27.77 - $41.96 $147K - $222K
5.29K $222K
UL
Unilever PLC

Consumer Defensive
3.59K
New
$57.9 - $65.43 $208K - $235K
3.59K $219K
VICI
Vici Properties Inc.

Real Estate
6.64K
New
$29.41 - $32.97 $195K - $219K
6.64K $216K
BLD
Top Build Corp

Industrials
667
New
$275.93 - $326.59 $184K - $218K
667 $215K
CMC
Commercial Metals CO

Basic Materials
4.39K
New
$39.2 - $50.67 $172K - $222K
4.39K $214K
TRS
Trimas Corp

Consumer Cyclical
7.43K
New
$19.9 - $28.61 $148K - $212K
7.43K $212K
AG
First Majestic Silver Corp

Basic Materials
25.7K
New
$5.24 - $8.55 $135K - $220K
25.7K $212K
CPB
Campbell Soup CO

Consumer Defensive
6.92K
New
$30.65 - $39.9 $212K - $276K
6.92K $212K
MNDY
Monday.Com Ltd.

Technology
673
New
$217.77 - $314.48 $147K - $212K
673 $211K
LRN
Stride, Inc.

Consumer Defensive
1.43K
New
$124.45 - $160.72 $178K - $230K
1.43K $207K
NTR
Nutrien Ltd.

Basic Materials
3.56K
New
$46.88 - $62.89 $167K - $224K
3.56K $207K
MC
Moelis & CO

Financial Services
3.32K
New
$48.86 - $62.99 $162K - $209K
3.32K $206K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
18.2K
New
$10.78 - $11.57 $196K - $210K
18.2K $205K
JHMM
John Hancock Multifactor Mid C

ETFs
3.11K
New
$50.32 - $61.13 $156K - $190K
3.11K $190K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
13.3K
New
$12.24 - $13.88 $163K - $185K
13.3K $179K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10.4K
New
$11.9 - $15.57 $124K - $162K
10.4K $159K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
3.36K
New
$31.29 - $38.89 $105K - $131K
3.36K $130K
Activity Summary
Buys All Purchases 1087 New Holdings 146 Increased Positions 941 Sells All Sells 825 Reductions 823 Sold out 2 Options Calls 10 Puts 0
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