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
ACVF
ETF Opportunities Tr American

ETFs
5.41K
+ 17.13%
$48.28 - $50.26 $261K - $272K
37K $1.8M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5.39K
New
$42.31 - $46.37 $228K - $250K
5.39K $248K
DAN
Dana Inc

Consumer Cyclical
11.9K
New
$18.13 - $21.75 $215K - $258K
11.9K $247K
CGDV
Capital Group Divid Value ETF

ETFs
5.55K
+ 57.05%
$41.33 - $43.47 $230K - $241K
15.3K $655K
CMA
Comerica Inc

Financial Services
1.7K
+ 14.75%
$69.09 - $80.21 $117K - $136K
13.2K $1.03M
ED
Consolidated Edison Inc

Utilities
2.24K
+ 15.53%
$96.11 - $102.39 $215K - $229K
16.7K $1.69M
EPAM
Epam Systems, Inc.

Technology
1.31K
New
N/A
1.31K $242K
FOXA
Fox Corp

Communication Services
3.7K
New
$57.0 - $66.71 $211K - $247K
3.7K $240K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.14K
+ 34.49%
$25.2 - $26.46 $230K - $242K
35.6K $920K
EXEL
Exelixis, Inc.

Healthcare
5.72K
New
$34.54 - $43.59 $198K - $249K
5.72K $238K
FDX
Fedex Corp

Industrials
654
+ 30.66%
$224.63 - $268.67 $147K - $176K
2.79K $737K
HWM
Howmet Aerospace Inc.

Industrials
961
+ 17.69%
$184.09 - $209.74 $177K - $202K
6.39K $1.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.37K
+ 10.69%
$110.25 - $112.92 $261K - $268K
24.5K $2.7M
EXPE
Expedia Group, Inc.

Consumer Cyclical
883
New
$210.33 - $273.65 $186K - $242K
883 $233K
IWB
Ishares Tr Russell 1000 ETF

ETFs
597
+ 10.7%
$358.39 - $376.54 $214K - $225K
6.18K $2.27M
TRGP
Targa Resources Corp.

Energy
1.35K
New
$146.3 - $173.23 $197K - $233K
1.35K $232K
RY
Royal Bank Of Canada

Financial Services
1.57K
New
$143.64 - $149.05 $226K - $234K
1.57K $230K
IGM
Ishares Expanded Tech Sector E

ETFs
1.78K
+ 181.41%
$124.25 - $135.72 $221K - $241K
2.76K $352K
NUE
Nucor Corp

Basic Materials
1.24K
+ 32.63%
$131.78 - $154.43 $163K - $191K
5.02K $741K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
8.11K
+ 240.39%
$29.22 - $32.13 $237K - $260K
11.5K $335K
LTC
Ltc Properties Inc

Real Estate
6.34K
New
$33.98 - $37.03 $216K - $235K
6.34K $228K
PPL
Ppl Corp

Utilities
11.1K
+ 2.43%
$36.25 - $37.97 $403K - $422K
469K $17.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.46K
+ 12.96%
$70.19 - $72.57 $243K - $251K
30.2K $2.12M
CYTK
Cytokinetics Inc

Healthcare
3.4K
New
$54.76 - $66.5 $186K - $226K
3.4K $225K
AA
Alcoa Corp

Basic Materials
5.96K
New
$33.79 - $40.14 $202K - $239K
5.96K $224K
IYR
Ishares Tr

ETFs
2.41K
+ 90.61%
$93.69 - $98.5 $226K - $238K
5.08K $481K
BOH
Bank Of Hawaii Corp

Financial Services
3.38K
New
$59.82 - $66.61 $202K - $225K
3.38K $222K
SOXX
Ishares Semiconductor ETF

ETFs
532
+ 13.46%
$271.99 - $309.6 $145K - $165K
4.48K $1.29M
NVT
N Vent Electric PLC

Industrials
1.75K
+ 38.71%
$95.98 - $114.35 $168K - $200K
6.27K $668K
EMN
Eastman Chemical CO

Basic Materials
3.67K
New
$57.89 - $64.37 $212K - $236K
3.67K $221K
FCN
Fti Consulting, Inc

Industrials
1.34K
New
$151.68 - $170.07 $203K - $227K
1.34K $220K
ITW
Illinois Tool Works Inc

Industrials
1.52K
+ 16.68%
$242.03 - $260.73 $369K - $397K
10.7K $2.6M
JCI
Johnson Controls International PLC

Industrials
1.19K
+ 13.47%
$105.55 - $122.66 $125K - $145K
9.99K $1.19M
HYG
Ishares Tr

ETFs
3.07K
+ 10.44%
$79.95 - $81.28 $245K - $249K
32.4K $2.6M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
5.74K
New
$32.25 - $38.87 $185K - $223K
5.74K $217K
PVAL
Putnam ETF Tr Putnam Focused L
4.99K
New
$41.58 - $44.36 $207K - $221K
4.99K $217K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
4.05K
+ 4.38%
$39.2 - $40.39 $159K - $164K
96.6K $3.89M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.88K
New
$73.51 - $145.07 $211K - $417K
2.88K $211K
FRI
First Tr S&P Reit Index Fd

ETFs
8.76K
+ 10.26%
$27.18 - $28.56 $238K - $250K
94.1K $2.61M
GDDY
Go Daddy Inc.

Technology
1.63K
New
$126.57 - $137.19 $206K - $223K
1.63K $211K
CRK
Comstock Resources Inc

Energy
3.68K
+ 17.18%
$17.0 - $25.3 $62.5K - $93.1K
25.1K $634K
FTA
First Tr Large Cap Value

ETFs
2.26K
+ 3.3%
$81.12 - $84.51 $183K - $191K
70.7K $5.92M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.76K
+ 7.77%
$132.67 - $138.39 $233K - $243K
24.4K $3.27M
PLMR
Palomar Holdings, Inc.

Financial Services
1.62K
New
$109.9 - $132.45 $178K - $215K
1.62K $210K
ZBRA
Zebra Technologies Corp

Technology
874
New
$240.56 - $313.89 $210K - $274K
874 $210K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
9.22K
+ 1159.37%
$22.7 - $23.59 $209K - $217K
10K $227K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
8.24K
+ 16.27%
$26.14 - $26.55 $215K - $219K
58.9K $1.54M
VTR
Ventas, Inc.

Real Estate
2.22K
+ 49.24%
$67.45 - $78.0 $149K - $173K
6.71K $523K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.3K
+ 66.49%
$76.92 - $92.53 $254K - $306K
8.27K $636K
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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