Ae Wealth Management LLC Options Holdings

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
UBER
Uber Technologies, Inc

Technology
CALL
$9,000
100
Q2 2025
New holding
SOUN
Soundhound Ai, Inc.

Technology
CALL
$1,000
100
Q2 2025
New holding
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$55,000
100
Q2 2025
New holding
COIN
Coinbase Global, Inc.

Technology
CALL
$35,000
100
Q2 2025
New holding
PLTR
Palantir Technologies Inc.

Technology
CALL
$27,000
200
Q2 2025
New holding
IAU
Ishares Gold Trust

ETFs
CALL
$6,000
100
Q2 2025
New holding
F
Ford Motor CO

Consumer Cyclical
CALL
$1,000
100
Q2 2025
New holding
CRWD
Crowd Strike Holdings, Inc.

Technology
CALL
$50,000
100
Q2 2025
New holding
NVDA
Nvidia Corp

Technology
CALL
$15,000
100
Q2 2025
New holding
Super Micro Computer Inc
CALL
$0
100
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 18,962
  • Current Value $11.7 Billion
  • Prior Value $10.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 146 stocks
  • Additional Purchases 941 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 823 stocks
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