Ae Wealth Management LLC Reduced Holdings in Q2 2025

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEEV
Veeva Systems Inc

Healthcare
-621
- 7.96%
$209.39 - $289.94 $130K - $180K
7.18K $2.07M
FDN
First Tr Fd Dow Jones

ETFs
-1.46K
- 10.42%
$200.29 - $269.33 $291K - $392K
12.5K $3.37M
SIXJ
Aim ETF Prods Tr Allianzim U S
-6.35K
- 2.3%
$27.79 - $32.01 $177K - $203K
270K $8.65M
UI
Ubiquiti Inc.

Technology
-31
- 0.73%
$273.45 - $456.69 $8.48K - $14.2K
4.22K $1.74M
SNX
Td Synnex Corp

Technology
-5
- 0.04%
$95.81 - $137.79 $479 - $689
14K $1.9M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.79K
- 5.76%
$113.67 - $150.4 $203K - $269K
29.2K $4.4M
USB
Us Bancorp \De\

Financial Services
-21.9K
- 4.4%
$36.4 - $45.76 $797K - $1M
476K $21.5M
CAH
Cardinal Health Inc

Healthcare
-1.03K
- 4.51%
$125.0 - $168.0 $129K - $173K
21.8K $3.66M
GLD
Spdr Gold Trust

ETFs
-2.28K
- 3.0%
$273.71 - $316.29 $623K - $720K
73.6K $22.4M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-55.1K
- 3.45%
$29.36 - $33.11 $1.62M - $1.83M
1.54M $51.1M
VTI
Vanguard Total Stock Market Et

ETFs
-814
- 2.27%
$243.75 - $303.93 $198K - $247K
35.1K $10.7M
NOW
Service Now, Inc.

Technology
-9
- 0.24%
$721.65 - $1040.18 $6.49K - $9.36K
3.8K $3.9M
VGT
Vanguard Information Technolog

ETFs
-284
- 2.85%
$470.37 - $663.28 $134K - $188K
9.7K $6.43M
WDIV
Spdr S&P Global Dividend ETF

ETFs
-9.5K
- 2.86%
$59.84 - $71.44 $568K - $679K
323K $22.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-25.6K
- 5.12%
$152.42 - $182.82 $3.9M - $4.67M
474K $86.6M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-63.3K
- 6.87%
$21.8 - $27.71 $1.38M - $1.76M
859K $23.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8.99K
- 11.29%
$416.06 - $551.64 $3.74M - $4.96M
70.7K $39M
IBM
International Business Machines Corp

Technology
-11.4K
- 10.22%
$221.03 - $294.78 $2.51M - $3.35M
99.8K $29.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
-14K
- 7.77%
$104.34 - $138.68 $1.46M - $1.93M
166K $23M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-85.6K
- 7.1%
$43.53 - $54.46 $3.72M - $4.66M
1.12M $61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-28.1K
- 7.9%
$456.74 - $568.03 $12.8M - $16M
327K $186M
IVW
Ishares S&P 500 Growth ETF

ETFs
-63.5K
- 8.7%
$82.96 - $110.1 $5.26M - $6.99M
666K $73.3M
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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