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
FIVE
Five Below, Inc

Consumer Cyclical
1.42K
New
$138.49 - $161.57 $196K - $229K
1.42K $208K
ROLL
Rbc Bearings Inc

Industrials
844
New
N/A
844 $207K
GL
Globe Life Inc.

Financial Services
1.57K
New
$130.64 - $140.98 $205K - $221K
1.57K $206K
NOC
Northrop Grumman Corp

Industrials
656
+ 18.6%
$558.0 - $637.95 $366K - $418K
4.18K $2.35M
WES
Western Midstream Partners, LP

Energy
5.32K
New
$37.26 - $39.65 $198K - $211K
5.32K $205K
EEM
Ishares Msci Emerging Markets

ETFs
2.36K
+ 4.92%
$51.94 - $56.01 $122K - $132K
50.2K $2.76M
MKL
Markel Corp

Financial Services
99
New
$1826.32 - $2091.91 $181K - $207K
99 $204K
CGUS
Capital Group Core Equity ETF
5.13K
New
$38.81 - $40.67 $199K - $209K
5.13K $203K
DUK
Duke Energy Corp

Utilities
1.06K
+ 2.16%
$121.57 - $129.03 $129K - $137K
50.1K $6.27M
VLY
Valley National Bancorp

Financial Services
18.1K
+ 82.47%
$9.72 - $11.19 $176K - $202K
40K $432K
MMS
Maximus, Inc.

Industrials
3.03K
+ 80.01%
$79.8 - $91.25 $241K - $276K
6.81K $543K
LNT
Alliant Energy Corp

Utilities
2.95K
+ 15.64%
$66.31 - $68.97 $196K - $204K
21.8K $1.47M
ALB
Albemarle Corp

Basic Materials
1.71K
New
$84.47 - $115.14 $144K - $196K
1.71K $196K
AHYB
American Centy ETF Tr Select H
4.31K
+ 42.87%
$46.3 - $46.98 $199K - $202K
14.4K $666K
APLD
Applied Blockchain, Inc.

Financial Services
8.29K
New
$23.06 - $37.76 $191K - $313K
8.29K $196K
BWFG
Bankwell Financial Group, Inc.

Financial Services
4.39K
New
$40.83 - $45.5 $179K - $200K
4.39K $196K
HDV
Ishares Core High Dividend ETF

ETFs
1.62K
+ 11.83%
$118.22 - $122.79 $191K - $199K
15.3K $1.87M
VT
Vanguard Total World Stk Index

ETFs
1.36K
+ 26.69%
$135.16 - $141.78 $183K - $192K
6.44K $896K
FIS
Fidelity National Information Services, Inc.

Technology
3.05K
New
$61.5 - $68.57 $187K - $209K
3.05K $195K
SNY
Sanofi

Healthcare
1.71K
+ 7.38%
$48.09 - $52.34 $82.4K - $89.7K
24.9K $1.29M
SPTS
Spdr Portfolio Short Term Trea

ETFs
6.69K
+ 65.68%
$29.23 - $29.39 $196K - $197K
16.9K $493K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.76K
+ 24.57%
$25.3 - $29.23 $146K - $168K
29.2K $791K
SYF
Synchrony Financial

Financial Services
2.57K
+ 75.8%
$68.02 - $75.49 $175K - $194K
5.97K $435K
UBSI
United Bankshares Inc

Financial Services
5.35K
New
$34.31 - $37.58 $183K - $201K
5.35K $194K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
2.61K
+ 14.54%
$69.11 - $73.37 $180K - $191K
20.5K $1.46M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
4.4K
+ 7.23%
$48.11 - $49.01 $212K - $216K
65.2K $3.14M
PSTG
Pure Storage, Inc.

Technology
2.18K
+ 30.6%
$83.96 - $98.7 $183K - $215K
9.31K $787K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.75K
+ 32.68%
$51.77 - $52.69 $194K - $198K
15.2K $788K
KR
Kroger CO

Consumer Defensive
3.31K
+ 7.51%
$63.15 - $69.15 $209K - $229K
47.3K $3.15M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.09K
+ 197.1%
$168.39 - $174.07 $183K - $189K
1.64K $282K
TM
Toyota Motor Corp

Consumer Cyclical
942
New
$185.22 - $211.24 $174K - $199K
942 $187K
PAAS
Pan American Silver Corp

Basic Materials
4.83K
New
$33.2 - $42.03 $160K - $203K
4.83K $186K
SHEL
Shell PLC

Energy
1.7K
+ 12.61%
$71.37 - $77.01 $122K - $131K
15.2K $1.15M
STT
State Street Corp

Financial Services
1.19K
+ 2.08%
$111.0 - $121.11 $132K - $144K
58.2K $6.8M
DKNG
Draft Kings Inc.

Consumer Cyclical
6.25K
New
$27.92 - $35.5 $175K - $222K
6.25K $184K
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
2.78K
+ 16.1%
$66.68 - $67.44 $185K - $187K
20K $1.34M
IDV
Ishares Tr

ETFs
4.57K
+ 184.31%
$35.91 - $38.56 $164K - $176K
7.05K $269K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.08K
+ 7.75%
$142.82 - $150.36 $155K - $163K
15.1K $2.21M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.01K
+ 11.74%
$87.0 - $90.6 $175K - $182K
19.1K $1.7M
CBRE
Cbre Group, Inc.

Real Estate
1.6K
+ 8.9%
$149.99 - $164.2 $239K - $262K
19.5K $3M
AKAM
Akamai Technologies Inc

Technology
1.9K
+ 12.21%
N/A
17.4K $1.58M
NVO
Novo Nordisk A S

Healthcare
4.86K
+ 54.7%
$45.68 - $59.65 $222K - $290K
13.7K $666K
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.41K
+ 1437.76%
$118.35 - $124.49 $167K - $175K
1.51K $183K
SLVM
Sylvamo Corp

Basic Materials
3.77K
+ 67.43%
$39.24 - $46.93 $148K - $177K
9.36K $419K
DTM
Dt Midstream, Inc.

Energy
1.18K
+ 10.23%
$105.61 - $115.94 $125K - $137K
12.7K $1.47M
TDG
Trans Digm Group Inc

Industrials
123
+ 55.91%
$1237.71 - $1359.3 $152K - $167K
343 $459K
SLB
Schlumberger Limited

Energy
1.69K
+ 4.08%
$31.72 - $37.61 $53.5K - $63.5K
43.1K $1.59M
RISN
Northern Lts Fd Tr Iv Inspire

Technology
5.8K
+ 366.33%
$29.02 - $29.91 $168K - $173K
7.38K $214K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.65K
+ 20.66%
$82.92 - $88.2 $136K - $145K
9.61K $841K
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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