Ae Wealth Management LLC Purchases in Q4 2025

Ae Wealth Management LLC

  • $14.9 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
3.92M
+ 35648.24%
$33.56 - $34.42 $132M - $135M
3.93M $134M
MSFT
Microsoft Corp

Technology
152K
+ 17.23%
$496.82 - $542.07 $75.3M - $82.2M
1.03M $523M
AAPL
Apple Inc.

Technology
141K
+ 7.0%
$245.27 - $275.25 $34.5M - $38.7M
2.15M $575M
AMZN
Amazon Com Inc

Consumer Cyclical
137K
+ 9.97%
$213.04 - $254.0 $29.1M - $34.7M
1.51M $354M
NVDA
Nvidia Corp

Technology
275K
+ 9.82%
$179.83 - $207.04 $49.4M - $56.9M
3.07M $573M
BOND
Pimco Active Bond Exchange Tra

ETFs
478K
+ 47.6%
$93.0 - $94.55 $44.4M - $45.2M
1.48M $138M
AVIG
American Centy ETF Tr Avantis

ETFs
979K
+ 19.16%
$41.84 - $42.48 $41M - $41.6M
6.09M $255M
IEFA
Ishares Tr

ETFs
370K
+ 58.35%
$86.09 - $89.88 $31.9M - $33.3M
1M $89.2M
WMT
Walmart Inc.

Consumer Defensive
315K
+ 56.61%
$101.18 - $109.03 $31.9M - $34.3M
872K $89.7M
LEN
Lennar Corp

Consumer Cyclical
261K
+ 1549.12%
$117.91 - $130.07 $30.8M - $34M
278K $33.7M
COST
Costco Wholesale Corp

Consumer Defensive
32.5K
+ 77.25%
$910.94 - $954.99 $29.6M - $31.1M
74.7K $68.1M
BAC
Bank Of America Corp

Financial Services
554K
+ 58.06%
$48.65 - $54.11 $27M - $30M
1.51M $77.7M
MA
Mastercard Inc

Financial Services
58.1K
+ 44.18%
$536.85 - $580.45 $31.2M - $33.7M
190K $102M
LLY
Eli Lilly & CO

Healthcare
3.56K
+ 4.12%
$799.57 - $1025.28 $2.85M - $3.65M
90K $91.9M
PM
Philip Morris International Inc.

Consumer Defensive
189K
+ 56.25%
$144.33 - $160.86 $27.3M - $30.4M
525K $80.2M
AMD
Advanced Micro Devices Inc

Technology
1.24K
+ 0.38%
$164.01 - $264.33 $204K - $328K
324K $77.8M
BK
Bank Of New York Mellon Corp

Financial Services
222K
+ 997.5%
$104.54 - $112.64 $23.2M - $25M
244K $27M
CPB
Campbell Soup CO

Consumer Defensive
778K
+ 2690.09%
$29.79 - $31.99 $23.2M - $24.9M
807K $25.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
381K
+ 12.23%
$54.27 - $56.85 $20.7M - $21.7M
3.5M $197M
XLE
Energy Sector Spdr

ETFs
252K
+ 119.02%
$85.22 - $92.02 $21.5M - $23.2M
464K $42.7M
ACN
Accenture PLC

Technology
97.2K
+ 1324.88%
$234.02 - $253.35 $22.7M - $24.6M
105K $25.2M
DOV
Dover Corp

Industrials
128K
New
$161.16 - $183.97 $20.6M - $23.5M
128K $23.4M
IVE
Ishares S&P 500 Value ETF

ETFs
106K
+ 38.5%
$202.52 - $212.07 $21.6M - $22.6M
383K $80.3M
CSCO
Cisco Systems, Inc.

Technology
141K
+ 11.8%
$67.46 - $78.0 $9.48M - $11M
1.33M $104M
CHD
Church & Dwight CO Inc

Consumer Defensive
258K
New
$81.8 - $90.01 $21.1M - $23.2M
258K $21.7M
MS
Morgan Stanley

Financial Services
133K
+ 619.0%
$151.86 - $169.92 $20.3M - $22.7M
155K $24.7M
GE
General Electric CO

Industrials
68.2K
+ 55.28%
$291.49 - $314.28 $19.9M - $21.4M
192K $57.5M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
330K
+ 31.63%
$56.88 - $60.06 $18.7M - $19.8M
1.37M $78.7M
RTX
Raytheon Technologies Corp

Industrials
107K
+ 95.48%
$157.0 - $179.44 $16.7M - $19.1M
218K $38.3M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
256K
+ 24.31%
$80.0 - $83.46 $20.5M - $21.3M
1.31M $106M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
225K
+ 26.13%
$88.9 - $93.29 $20M - $21M
1.08M $97.7M
APH
Amphenol Corp

Technology
139K
+ 1028.13%
$121.7 - $143.85 $17M - $20M
153K $20.4M
AEP
American Electric Power CO Inc

Utilities
131K
+ 75.06%
$112.75 - $122.73 $14.7M - $16M
305K $37M
VNLA
Janus Henderson Short Duration

ETFs
360K
+ 5.06%
$49.13 - $49.33 $17.7M - $17.8M
7.48M $368M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
94.4K
+ 1507.67%
$176.58 - $207.02 $16.7M - $19.5M
101K $18.2M
BSX
Boston Scientific Corp

Healthcare
164K
+ 1146.73%
$94.95 - $104.98 $15.5M - $17.2M
178K $18.3M
FDIS
Fidelity Covington Tr Msci Con

ETFs
204K
+ 26.74%
$97.86 - $103.65 $20M - $21.1M
967K $95.2M
AVGO
Broadcom Inc.

Technology
25.9K
+ 4.38%
$324.63 - $385.98 $8.42M - $10M
618K $212M
SPY
Spdr S&P 500 ETF Trust

ETFs
24.6K
+ 17.24%
$653.02 - $687.39 $16.1M - $16.9M
168K $112M
ETR
Entergy Corp

Utilities
165K
+ 653.82%
$93.4 - $97.65 $15.4M - $16.1M
190K $18.1M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
197K
+ 29.79%
$80.59 - $84.32 $15.9M - $16.6M
859K $70.4M
SRE
Sempra Energy

Utilities
162K
+ 2478.19%
$89.26 - $94.01 $14.5M - $15.2M
169K $15.5M
AMGN
Amgen Inc

Healthcare
23.9K
+ 21.69%
$290.13 - $341.71 $6.94M - $8.17M
134K $45.8M
MCO
Moodys Corp

Financial Services
30.3K
+ 1498.32%
$468.56 - $495.08 $14.2M - $15M
32.3K $15.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
51.9K
+ 24.21%
$310.75 - $335.0 $16.1M - $17.4M
266K $83.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
136K
+ 26.96%
$100.37 - $100.72 $13.6M - $13.7M
639K $64.2M
XEL
Xcel Energy Inc

Utilities
167K
+ 639.15%
$79.6 - $81.85 $13.3M - $13.7M
193K $15.6M
NOW
Service Now, Inc.

Technology
16.5K
+ 432.21%
$835.79 - $946.29 $13.8M - $15.6M
20.3K $17M
RSG
Republic Services, Inc.

Industrials
63.6K
+ 1285.34%
$204.12 - $227.29 $13M - $14.5M
68.5K $14.4M
Activity Summary
Buys All Purchases 1534 New Holdings 312 Increased Positions 1222 Sells All Sells 670 Reductions 667 Sold out 3 Options Calls 0 Puts 1
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