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
RNR
Renaissancere Holdings LTD

Financial Services
1.07K
New
$226.55 - $263.22 $242K - $281K
1.07K $256K
TWLO
Twilio Inc

Communication Services
2.62K
New
$94.9 - $148.35 $248K - $388K
2.62K $256K
CTRA
Coterra Energy Inc.

Energy
8.58K
New
$25.51 - $29.83 $219K - $256K
8.58K $247K
UTHR
United Therapeutics Corp

Healthcare
803
New
$304.42 - $380.78 $244K - $306K
803 $247K
MUR
Murphy Oil Corp

Energy
8.57K
New
$24.02 - $33.9 $206K - $290K
8.57K $243K
SIVR
Abrdn Silver ETF Trust

ETFs
7.49K
New
$28.07 - $32.82 $210K - $246K
7.49K $243K
PINS
Pinterest, Inc.

Communication Services
7.79K
New
$29.79 - $40.0 $232K - $312K
7.79K $241K
MPLX
Mplx LP

Energy
4.5K
New
$47.88 - $54.65 $215K - $246K
4.5K $240K
EMN
Eastman Chemical CO

Basic Materials
2.71K
New
$87.05 - $103.47 $235K - $280K
2.71K $238K
AMH
American Homes 4 Rent

Real Estate
6.26K
New
$34.43 - $37.81 $215K - $237K
6.26K $236K
ROKU
Roku, Inc

Communication Services
3.33K
New
$67.36 - $99.07 $224K - $330K
3.33K $234K
FLEX
Flex Ltd.

Technology
7.04K
New
$32.92 - $44.46 $232K - $313K
7.04K $232K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
9.6K
New
$23.87 - $24.35 $229K - $234K
9.6K $230K
LNTH
Lantheus Holdings, Inc.

Healthcare
2.34K
New
$78.23 - $110.01 $183K - $257K
2.34K $228K
GTLS
Chart Industries Inc

Industrials
1.57K
New
$141.99 - $218.35 $223K - $343K
1.57K $227K
PRI
Primerica, Inc.

Financial Services
797
New
$271.41 - $296.43 $216K - $236K
797 $226K
IR
Ingersoll Rand Inc.

Industrials
2.77K
New
$79.44 - $94.23 $220K - $261K
2.77K $221K
SU
Suncor Energy Inc

Energy
5.55K
New
$34.27 - $40.63 $190K - $226K
5.55K $215K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
3.04K
New
$61.25 - $72.83 $186K - $221K
3.04K $214K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
7.21K
New
$24.39 - $35.22 $176K - $254K
7.21K $214K
MFC
Manulife Financial Corp

Financial Services
6.84K
New
$28.41 - $31.82 $194K - $218K
6.84K $212K
GMED
Globus Medical Inc

Healthcare
2.89K
New
$69.68 - $93.32 $202K - $270K
2.89K $211K
NET
Cloudflare, Inc.

Technology
1.88K
New
$110.71 - $176.5 $208K - $332K
1.88K $211K
APAM
Artisan Partners Asset Management Inc.

Financial Services
5.39K
New
$38.51 - $45.32 $207K - $244K
5.39K $210K
BERY
Berry Global Group, Inc.

Consumer Cyclical
2.98K
New
$64.35 - $73.03 $191K - $217K
2.98K $207K
TNET
Trinet Group, Inc.

Industrials
2.62K
New
$66.51 - $95.72 $174K - $251K
2.62K $207K
CNHI
Cnh Industrial N.V.

Industrials
19.9K
New
N/A
19.9K $207K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.22K
New
$47.74 - $65.16 $154K - $210K
3.22K $205K
TROW
Price T Rowe Group Inc

Financial Services
2.2K
New
$91.57 - $116.93 $202K - $257K
2.2K $202K
RGP
Resources Connection, Inc.

Industrials
28.6K
New
$6.54 - $9.08 $187K - $260K
28.6K $187K
RKLB
Rocket Lab Usa, Inc.

Industrials
10.3K
New
$17.12 - $31.57 $175K - $324K
10.3K $183K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
12.8K
New
$12.06 - $13.55 $155K - $174K
12.8K $163K
GPRE
Green Plains Inc.

Basic Materials
29K
New
$4.85 - $10.26 $141K - $297K
29K $140K
VSAT
Viasat Inc

Technology
12.8K
New
$7.51 - $11.81 $96.4K - $152K
12.8K $133K
FLYW
Flywire Corp

Technology
13.7K
New
$9.5 - $21.27 $130K - $290K
13.7K $129K
SHLS
Shoals Technologies Group, Inc.

Technology
31.8K
New
$2.81 - $6.24 $89.4K - $199K
31.8K $105K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
27.9K
New
$2.21 - $4.48 $61.6K - $125K
27.9K $103K
TDOC
Teladoc Health, Inc.

Healthcare
11.7K
New
$7.96 - $14.33 $93.4K - $168K
11.7K $93K
LUMN
Lumen Technologies, Inc.

Communication Services
23.1K
New
$3.92 - $5.92 $90.6K - $137K
23.1K $90K
HTZ
Hertz Global Holdings, Inc

Industrials
19.4K
New
$3.3 - $4.5 $64K - $87.2K
19.4K $76K
SAN
Banco Santander, S.A.

Financial Services
11K
New
$4.46 - $7.14 $49K - $78.5K
11K $73K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.34K
New
$29.68 - $32.59 $69.5K - $76.3K
2.34K $69K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
10.2K
New
$5.62 - $10.15 $57.5K - $104K
10.2K $64K
MNA
Iq Merger Arbitrage ETF

ETFs
1.75K
New
$33.08 - $34.35 $57.8K - $60K
1.75K $59K
QWLD
Spdr Index Shs Fds

ETFs
355
New
$122.65 - $131.03 $43.5K - $46.5K
355 $45K
PTF
Invesco Exchange Traded Fd Tr

ETFs
671
New
$56.97 - $77.14 $38.2K - $51.8K
671 $39K
IWC
Russell Micro Cap ETF

ETFs
315
New
$110.91 - $133.46 $34.9K - $42K
315 $34K
CRAK
Vaneck ETF Tr Oil Refiners ETF

ETFs
800
New
$27.75 - $29.75 $22.2K - $23.8K
800 $22K
JMEE
J P Morgan Exchange Traded Fd

ETFs
360
New
$54.51 - $63.63 $19.6K - $22.9K
360 $20K
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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