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
ACGL
Arch Capital Group Ltd.

Financial Services
1.63K
+ 19.29%
$84.72 - $94.1 $138K - $153K
10.1K $932K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
7.12K
+ 62.59%
$23.38 - $23.82 $166K - $170K
18.5K $432K
MDT
Medtronic PLC

Healthcare
1.57K
+ 12.28%
$90.06 - $98.43 $141K - $154K
14.3K $1.38M
IYM
Ishares Tr

ETFs
1.5K
+ 9.46%
$139.22 - $151.57 $208K - $227K
17.3K $2.51M
LMT
Lockheed Martin Corp

Industrials
722
+ 11.63%
$452.1 - $514.24 $326K - $371K
6.93K $3.26M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
8.41K
+ 62.17%
$29.81 - $42.36 $251K - $356K
21.9K $692K
BITO
Proshares Tr Bitcoin Strategy

ETFs
11K
New
$14.75 - $20.75 $162K - $228K
11K $162K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3.82K
+ 10.06%
$44.07 - $44.82 $168K - $171K
41.7K $1.84M
FTC
First Tr Lge Cap Growth

ETFs
1.12K
+ 34.86%
$156.24 - $164.79 $175K - $185K
4.34K $677K
MKSI
Mks Instruments Inc

Technology
900
+ 52.88%
$121.26 - $158.9 $109K - $143K
2.6K $371K
ELV
Elevance Health, Inc.

Healthcare
468
+ 18.07%
$303.78 - $362.34 $142K - $170K
3.06K $996K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
4.4K
+ 13.86%
$27.18 - $28.91 $120K - $127K
36.1K $1.03M
EPD
Enterprise Products Partners L.P.

Energy
3.52K
+ 7.76%
$30.19 - $32.26 $106K - $113K
48.8K $1.57M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
559
New
$279.43 - $297.48 $156K - $166K
559 $159K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.21K
+ 8.07%
$74.09 - $75.1 $163K - $166K
29.5K $2.19M
GLW
Corning Inc

Technology
1.9K
+ 16.42%
$82.06 - $90.29 $156K - $171K
13.5K $1.11M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
3.76K
+ 1143.47%
$40.97 - $41.77 $154K - $157K
4.09K $170K
PFF
Ishares Trust Ishares Pfd And

ETFs
5.43K
+ 33.61%
$30.84 - $31.79 $167K - $173K
21.6K $666K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.06K
+ 37.77%
$71.13 - $74.96 $147K - $155K
7.53K $550K
CENX
Century Aluminum CO

Basic Materials
5.36K
New
$27.88 - $34.26 $149K - $184K
5.36K $154K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.21K
+ 54.1%
$47.89 - $48.53 $154K - $156K
9.15K $438K
VDC
Vanguard Consumer Staples ETF

ETFs
802
+ 15.43%
$206.7 - $217.75 $166K - $175K
6K $1.26M
ATO
Atmos Energy Corp

Utilities
628
+ 6.52%
$168.85 - $179.19 $106K - $113K
10.3K $1.8M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
2.24K
+ 9.64%
$74.71 - $76.22 $167K - $170K
25.4K $1.92M
FCFS
First Cash Holdings, Inc.

Financial Services
906
+ 33.67%
$148.07 - $162.52 $134K - $147K
3.6K $575K
ACHR
Archer Aviation Inc.

Industrials
22K
+ 142.82%
$7.88 - $13.64 $174K - $301K
37.5K $295K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
5.84K
+ 112.33%
$25.17 - $25.38 $147K - $148K
11K $278K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
8.26K
+ 4.51%
$19.78 - $20.09 $163K - $166K
192K $3.82M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.9K
+ 45.74%
$70.2 - $73.89 $133K - $140K
6.04K $441K
SPG
Simon Property Group Inc

Real Estate
858
+ 31.79%
$173.35 - $185.76 $149K - $159K
3.56K $649K
FCOM
Fidelity Covington Tr Msci Com

ETFs
6.01K
+ 6.34%
$68.15 - $72.16 $410K - $434K
101K $6.87M
SPMD
Spdr Portfolio

ETFs
3.51K
+ 5.57%
$55.44 - $58.05 $195K - $204K
66.6K $3.75M
FDL
First Tr Morningstar Dividend

ETFs
2.93K
+ 6.92%
$42.27 - $43.9 $124K - $129K
45.3K $1.98M
ITIC
Investors Title CO

Financial Services
378
+ 21.65%
$253.72 - $282.9 $95.9K - $107K
2.12K $591K
RPRX
Royalty Pharma PLC

Healthcare
929
+ 3.7%
$35.44 - $40.78 $32.9K - $37.9K
26.1K $1.02M
XLC
Select Sector Spdr Tr Communic

ETFs
16.9K
+ 6.81%
$111.33 - $117.16 $1.88M - $1.98M
266K $29.6M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.03K
+ 15.21%
$50.39 - $55.82 $102K - $113K
15.3K $839K
RING
Ishares Inc Msci Global Gold M

ETFs
2.01K
+ 482.93%
$58.29 - $72.16 $117K - $145K
2.43K $158K
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.72K
+ 51.54%
$48.17 - $48.5 $131K - $132K
7.99K $385K
KHC
Kraft Heinz CO

Consumer Defensive
11K
+ 9.18%
$23.72 - $26.28 $261K - $289K
131K $3.25M
ASLE
Aer Sale Corp

Industrials
21.9K
New
$5.94 - $8.24 $130K - $181K
21.9K $130K
WRB
Berkley W R Corp

Financial Services
1.66K
+ 31.06%
$71.34 - $78.46 $119K - $131K
7.02K $540K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.3K
+ 9.26%
$102.37 - $105.36 $133K - $137K
15.4K $1.58M
PB
Prosperity Bancshares Inc

Financial Services
1.89K
+ 39.71%
$61.89 - $67.53 $117K - $127K
6.64K $443K
DTE
Dte Energy CO

Utilities
4.65K
+ 3.93%
$133.44 - $143.32 $621K - $667K
123K $16.9M
INSW
International Seaways, Inc.

Energy
1.33K
+ 19.68%
$43.29 - $53.98 $57.7K - $72K
8.11K $437K
PFGC
Performance Food Group CO

Consumer Defensive
1.27K
+ 7.95%
N/A
17.3K $1.7M
PWR
Quanta Services, Inc.

Industrials
256
+ 25.63%
$412.21 - $453.83 $106K - $116K
1.26K $538K
EQT
Eqt Corp

Energy
1.51K
+ 25.29%
$51.8 - $60.84 $78.1K - $91.7K
7.47K $447K
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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