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
FTEC
Fidelity Covington Tr Msci Inf

ETFs
493
+ 13.69%
$219.27 - $238.71 $108K - $118K
4.09K $922K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.67K
+ 65.14%
$46.2 - $46.85 $123K - $125K
6.76K $312K
UNM
Unum Group

Financial Services
1.69K
+ 20.07%
$72.93 - $79.42 $123K - $134K
10.1K $779K
FDVV
Fidelity High Dividend ETF

ETFs
1.99K
+ 7.27%
$54.66 - $56.68 $109K - $113K
29.3K $1.64M
UAA
Under Armour, Inc.

Consumer Cyclical
27.1K
New
$4.48 - $5.09 $121K - $138K
27.1K $122K
PKI
Perkinelmer Inc

Healthcare
993
+ 7.64%
N/A
14K $1.69M
FNF
Fidelity National Financial, Inc.

Financial Services
7.21K
+ 5.33%
$54.56 - $60.34 $394K - $435K
142K $8.3M
BEN
Franklin Resources Inc

Financial Services
9.39K
+ 9.98%
$22.1 - $23.8 $207K - $223K
104K $2.29M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
991
+ 59.2%
$116.0 - $122.39 $115K - $121K
2.67K $316K
AWK
American Water Works Company, Inc.

Utilities
2.25K
+ 9.52%
$125.97 - $145.43 $284K - $327K
25.9K $3.41M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
3.58K
+ 39.95%
$32.0 - $32.39 $115K - $116K
12.5K $404K
NGG
National Grid PLC

Utilities
890
+ 9.0%
$72.53 - $78.09 $64.6K - $69.5K
10.8K $834K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
256
+ 6.01%
$426.99 - $455.46 $109K - $117K
4.52K $1.97M
ENSG
Ensign Group, Inc

Healthcare
542
+ 15.18%
$173.93 - $189.93 $94.3K - $103K
4.11K $731K
UA
Under Armour Inc Cl C

Consumer Cyclical
26.2K
New
$4.28 - $4.92 $112K - $129K
26.2K $114K
DSI
Ishares Msci Kld 400 Social Et

ETFs
874
+ 38.78%
$123.63 - $130.75 $108K - $114K
3.13K $396K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.8K
+ 244.84%
N/A
2.54K $158K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.05K
+ 32.77%
$52.99 - $55.79 $109K - $114K
8.3K $449K
HGLB
Highland Global Allocation Fund

N/A
11.4K
New
$9.07 - $10.46 $104K - $119K
11.4K $112K
MUSA
Murphy Usa Inc.

Consumer Cyclical
410
+ 36.35%
$356.57 - $396.45 $146K - $163K
1.54K $548K
NVS
Novartis Ag

Healthcare
614
+ 6.8%
$121.8 - $132.39 $74.8K - $81.3K
9.64K $1.27M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.6K
+ 10.92%
$55.63 - $58.98 $89K - $94.3K
16.2K $951K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.56K
+ 31.66%
$58.51 - $64.76 $91.5K - $101K
6.5K $403K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
11K
New
$9.82 - $11.06 $108K - $121K
11K $109K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
694
+ 5.17%
$67.07 - $73.01 $46.5K - $50.7K
14.1K $1.01M
VOX
Vanguard Communication Service

ETFs
682
+ 32.54%
$180.26 - $190.8 $123K - $130K
2.78K $500K
FXL
First Tr Exchange Traded Fd Fi

ETFs
705
+ 24.98%
$164.35 - $176.31 $116K - $124K
3.53K $580K
FOX
Fox Corp Cl B (De)

Communication Services
1.82K
New
$51.27 - $60.27 $93.1K - $109K
1.82K $106K
CSGS
Csg Systems International Inc

Technology
597
+ 14.07%
$62.99 - $78.68 $37.6K - $47K
4.84K $378K
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
4.08K
New
$25.38 - $26.88 $104K - $110K
4.08K $105K
WELL
Welltower Inc.

Real Estate
283
+ 8.88%
$165.94 - $193.82 $47K - $54.9K
3.47K $672K
PSA
Public Storage

Real Estate
450
+ 34.04%
$272.78 - $311.8 $123K - $140K
1.77K $485K
SPXC
Spx Corp

Industrials
255
+ 12.56%
$180.71 - $224.93 $46.1K - $57.4K
2.29K $483K
SNX
Td Synnex Corp

Technology
1.45K
+ 23.26%
$146.3 - $164.39 $213K - $239K
7.7K $1.13M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
2.82K
+ 70.7%
$34.39 - $36.1 $96.9K - $102K
6.8K $242K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.32K
+ 64.03%
$73.54 - $77.36 $97.1K - $102K
3.38K $257K
XLF
Financial Sector Spdr

ETFs
3.2K
+ 6.86%
$51.76 - $53.77 $166K - $172K
49.9K $2.62M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
4.98K
+ 97.67%
$20.06 - $20.12 $100K - $100K
10.1K $202K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.33K
+ 25.42%
$75.19 - $77.98 $100K - $104K
6.58K $502K
SPRX
Listed Fds Tr Spear Alpha ETF

ETFs
2.71K
New
$37.22 - $43.73 $101K - $119K
2.71K $100K
ROK
Rockwell Automation, Inc

Industrials
120
+ 6.05%
$333.75 - $394.54 $40.1K - $47.3K
2.1K $793K
BKR
Baker Hughes CO

Energy
2.02K
+ 28.94%
$44.47 - $49.08 $89.7K - $99K
8.99K $437K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.21K
+ 1.39%
$91.46 - $91.76 $110K - $111K
88.1K $8.07M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.34K
+ 5.74%
$47.97 - $49.62 $112K - $116K
43.1K $2.11M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
10.7K
New
$9.01 - $9.36 $96.3K - $100K
10.7K $96K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.02K
+ 44.26%
$42.19 - $45.31 $85.1K - $91.4K
6.58K $293K
SHLS
Shoals Technologies Group, Inc.

Technology
7.32K
+ 21.37%
$7.93 - $10.85 $58K - $79.4K
41.6K $349K
MLN
Vaneck Long Muni ETF

ETFs
4.4K
+ 3.06%
$17.45 - $17.76 $76.7K - $78.1K
148K $2.61M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
983
+ 69.72%
$91.84 - $96.06 $90.3K - $94.4K
2.39K $226K
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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