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
BBDC
Barings Bdc, Inc.

Financial Services
10.6K
New
$8.41 - $9.15 $88.8K - $96.6K
10.6K $94K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.27K
+ 13.13%
$72.21 - $75.0 $91.6K - $95.2K
10.9K $802K
IBDV
Ishares Tr

Technology
4.27K
New
$22.03 - $22.24 $94K - $94.9K
4.27K $94K
JKHY
Henry Jack & Associates Inc

Technology
433
+ 29.04%
$146.26 - $167.17 $63.3K - $72.4K
1.92K $315K
XPO
Xpo Logistics, Inc.

Industrials
610
+ 25.7%
$123.66 - $143.87 $75.4K - $87.8K
2.98K $399K
FTQI
First Trust ETF Vi First Trust

ETFs
4.42K
+ 236.46%
$20.45 - $21.07 $90.3K - $93.1K
6.29K $130K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
601
+ 5.45%
$65.69 - $70.41 $39.5K - $42.3K
11.6K $798K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.87K
+ 197.99%
$48.64 - $48.99 $90.8K - $91.5K
2.81K $136K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.73K
+ 886.9%
$24.24 - $24.37 $90.3K - $90.8K
4.15K $100K
PKG
Packaging Corp Of America

Consumer Cyclical
637
+ 37.71%
$195.59 - $215.64 $125K - $137K
2.33K $458K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.82K
+ 11.28%
$27.17 - $28.65 $104K - $109K
37.7K $1.03M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.16K
+ 6.97%
$83.45 - $84.82 $96.9K - $98.5K
17.8K $1.49M
AVUV
American Centy ETF Tr Avantis

ETFs
959
+ 25.98%
$95.19 - $100.66 $91.3K - $96.5K
4.65K $453K
CCL
Carnival Corp

Consumer Cyclical
9.52K
+ 17.01%
$26.02 - $30.0 $248K - $286K
65.5K $1.7M
EXPD
Expeditors International Of Washington Inc

Industrials
29
+ 0.56%
$113.13 - $140.68 $3.28K - $4.08K
5.21K $720K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.39K
New
$25.38 - $25.57 $86.1K - $86.8K
3.39K $86K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
668
+ 15.63%
$136.06 - $140.64 $90.9K - $93.9K
4.94K $683K
FTHI
First Trust Exchange Traded Fd

ETFs
3.78K
+ 11.08%
$23.34 - $23.94 $88.1K - $90.4K
37.9K $892K
LQIG
Spdr Ser Tr Marketaxess Invt G

ETFs
886
New
$95.86 - $98.19 $84.9K - $87K
886 $84K
BIIB
Biogen Inc.

Healthcare
252
+ 17.24%
$142.26 - $167.55 $35.8K - $42.2K
1.71K $287K
CHKP
Check Point Software Technologies LTD

Technology
472
+ 40.55%
$188.36 - $204.97 $88.9K - $96.7K
1.64K $323K
FDIG
Fidelity Covington Tr Crypto I

ETFs
2.71K
+ 75.18%
$41.1 - $58.8 $111K - $159K
6.31K $259K
NEOG
Neogen Corp

Healthcare
10.8K
+ 53.7%
$5.59 - $6.78 $60.4K - $73.3K
30.9K $197K
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.36K
+ 4.79%
$25.03 - $25.34 $84K - $85K
73.4K $1.84M
FLEX
Flex Ltd.

Technology
1.18K
+ 20.45%
$56.13 - $66.1 $66.2K - $77.9K
6.94K $416K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
873
+ 32.86%
$83.65 - $86.6 $73K - $75.6K
3.53K $304K
LRGF
Ishares Tr

ETFs
1.13K
+ 330.41%
$67.34 - $70.85 $76.1K - $80.1K
1.47K $101K
HRB
H&R Block Inc

Consumer Cyclical
3.31K
+ 30.13%
$44.27 - $52.59 $147K - $174K
14.3K $632K
IONQ
Ion Q, Inc.

Technology
3.6K
+ 55.35%
$45.4 - $82.09 $163K - $295K
10.1K $476K
RPM
Rpm International Inc

Basic Materials
985
+ 39.35%
$105.88 - $117.19 $104K - $115K
3.49K $372K
GNR
Spdr S&P Global Natural Resour

ETFs
1.26K
+ 149.76%
$57.53 - $60.89 $72.2K - $76.4K
2.09K $126K
FN
Fabrinet

Technology
12
+ 0.82%
$361.94 - $486.91 $4.34K - $5.84K
1.47K $606K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.5K
+ 2.62%
$20.77 - $20.97 $72.7K - $73.4K
137K $2.88M
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.7K
+ 25.19%
$46.97 - $47.77 $79.8K - $81.2K
8.44K $398K
EEMA
Ishares Msci Emerging Markets

ETFs
805
New
$89.16 - $97.11 $71.8K - $78.2K
805 $75K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
809
+ 279.93%
$86.12 - $92.36 $69.7K - $74.7K
1.1K $100K
CION
Cion Investment Corp

Financial Services
3.88K
+ 7.64%
$9.04 - $10.16 $35.1K - $39.5K
54.7K $555K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
1.47K
+ 1094.78%
$50.37 - $50.58 $73.9K - $74.2K
1.6K $80K
USFD
Us Foods Holding Corp.

Consumer Defensive
1.26K
+ 36.48%
$71.4 - $77.21 $89.7K - $97K
4.7K $337K
FHN
First Horizon Corp

Financial Services
5.77K
+ 25.24%
$19.94 - $23.43 $115K - $135K
28.6K $589K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
823
+ 14.42%
$85.3 - $88.17 $70.2K - $72.6K
6.53K $569K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.8K
+ 29.98%
$43.04 - $45.68 $77.3K - $82.1K
7.79K $335K
IJK
Ishares S&P Midcap 400 Growth

ETFs
826
+ 19.51%
$93.11 - $97.9 $76.9K - $80.9K
5.06K $477K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
703
+ 28.05%
$100.8 - $103.83 $70.9K - $73K
3.21K $330K
FTDS
First Trust Dividend Strength

ETFs
1.37K
+ 14.86%
$53.56 - $56.08 $73.3K - $76.7K
10.6K $582K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.07K
+ 376.2%
$23.35 - $23.55 $71.6K - $72.2K
3.88K $90K
BKU
Bank United, Inc.

Financial Services
1.51K
+ 23.66%
$35.36 - $40.67 $53.5K - $61.5K
7.9K $313K
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.88K
+ 15.95%
$32.24 - $33.72 $60.7K - $63.5K
13.7K $456K
MP
Mp Materials Corp.

Basic Materials
2.09K
+ 33.74%
$51.95 - $98.65 $109K - $207K
8.3K $486K
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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