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
VHT
Vanguard Health Care ETF

ETFs
14
+ 0.88%
$264.7 - $283.93 $3.71K - $3.98K
1.6K $452K
WTMF
Wisdomtree Tr Managed Futures

ETFs
1.11K
+ 49.25%
$37.53 - $38.9 $41.6K - $43.1K
3.36K $126K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
884
+ 48.33%
N/A
2.71K $124K
AIG
American International Group, Inc.

Financial Services
533
+ 14.81%
$76.15 - $84.05 $40.6K - $44.8K
4.13K $321K
CRDO
Credo Technology Group Holding LTD

Technology
272
+ 10.73%
$129.75 - $187.62 $35.3K - $51K
2.81K $408K
EXI
Ishares Global Industrials ETF

ETFs
233
+ 80.34%
$169.49 - $176.03 $39.5K - $41K
523 $89K
LECO
Lincoln Electric Holdings Inc

Industrials
269
+ 12.51%
$225.07 - $242.95 $60.5K - $65.4K
2.42K $546K
GII
Spdr S&P Global Infrasture ETF

ETFs
562
New
$69.25 - $71.1 $38.9K - $40K
562 $39K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
294
+ 12.93%
$139.66 - $144.52 $41.1K - $42.5K
2.57K $363K
AGNC
Agnc Investment Corp.

Real Estate
3.19K
+ 18.61%
$9.88 - $10.34 $31.5K - $33K
20.4K $206K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1.89K
+ 251.4%
N/A
2.64K $53K
SSRM
Ssr Mining Inc.

Basic Materials
3.39K
+ 31.78%
$19.48 - $25.8 $66K - $87.5K
14.1K $298K
CTVA
Corteva, Inc.

Basic Materials
777
+ 8.69%
$61.0 - $66.48 $47.4K - $51.7K
9.71K $641K
DFIS
Dimensional ETF Tr Dimensional

ETFs
1.22K
+ 23.92%
$30.89 - $32.15 $37.7K - $39.2K
6.32K $198K
FLMI
Franklin Dynamic Municipal Bon

ETFs
1.44K
+ 10.23%
$24.67 - $25.04 $35.5K - $36K
15.5K $385K
ACWI
Ishares Msci Acwi ETF

ETFs
250
+ 29.17%
$135.71 - $142.56 $33.9K - $35.6K
1.11K $155K
TIP
Ishares Tr Tips Bd ETF

ETFs
366
+ 4.53%
$110.58 - $112.2 $40.5K - $41.1K
8.45K $935K
SOFI
So Fi Technologies, Inc.

Financial Services
227
+ 1.04%
$25.24 - $32.21 $5.73K - $7.31K
22K $612K
FSS
Federal Signal Corp

Industrials
626
+ 18.04%
$109.74 - $129.76 $68.7K - $81.2K
4.1K $449K
HQY
Healthequity, Inc.

Healthcare
211
+ 9.66%
$87.78 - $101.77 $18.5K - $21.5K
2.4K $243K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
3.27K
+ 3.36%
$27.24 - $27.76 $89.2K - $90.9K
101K $2.75M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.52K
+ 33.96%
N/A
5.99K $142K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
357
+ 6.16%
$38.94 - $47.57 $13.9K - $17K
6.15K $264K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.6K
+ 3.24%
$26.75 - $27.15 $42.7K - $43.3K
50.8K $1.36M
SFBS
Servis First Bancshares, Inc.

Financial Services
862
+ 32.25%
$68.87 - $82.36 $59.4K - $71K
3.54K $251K
VDE
Vanguard Energy ETF

ETFs
12
+ 0.12%
$120.37 - $129.34 $1.44K - $1.55K
9.74K $1.26M
AVES
American Centy ETF Tr Avantis

ETFs
589
+ 414.79%
$55.32 - $58.99 $32.6K - $34.7K
731 $43K
CCI
Crown Castle International Corp

Real Estate
872
+ 11.79%
$87.81 - $98.87 $76.6K - $86.2K
8.27K $748K
EXPO
Exponent Inc

Industrials
477
+ 16.13%
$65.27 - $73.66 $31.1K - $35.1K
3.44K $240K
NDAQ
Nasdaq, Inc.

Financial Services
1.28K
+ 2.3%
$85.42 - $91.4 $110K - $117K
57.1K $4.97M
WPC
W. P. Carey Inc.

Real Estate
495
+ 4.69%
$65.26 - $69.2 $32.3K - $34.3K
11K $747K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
781
+ 256.07%
$43.05 - $44.51 $33.6K - $34.8K
1.09K $47K
HUM
Humana Inc

Healthcare
231
+ 25.08%
$236.74 - $298.04 $54.7K - $68.8K
1.15K $273K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
487
+ 125.19%
$67.62 - $70.2 $32.9K - $34.2K
876 $60K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
64
+ 2.4%
$131.16 - $141.71 $8.39K - $9.07K
2.73K $385K
STAG
Stag Industrial, Inc.

Real Estate
45
+ 0.45%
$35.5 - $39.43 $1.6K - $1.77K
10.1K $389K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
1.1K
+ 43.95%
$28.53 - $29.4 $31.3K - $32.2K
3.59K $105K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
699
+ 11.04%
$57.01 - $66.57 $39.8K - $46.5K
7.03K $400K
SWX
Southwest Gas Holdings, Inc.

Utilities
303
+ 10.09%
$77.23 - $82.34 $23.4K - $24.9K
3.31K $268K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
895
+ 34.07%
$31.28 - $33.46 $28K - $29.9K
3.52K $116K
EMLP
First Tr Exchange Traded Iv

ETFs
787
+ 15.1%
$37.38 - $38.54 $29.4K - $30.3K
6K $231K
FLNG
Flex Lng Ltd.

Energy
799
+ 8.63%
$24.35 - $26.94 $19.5K - $21.5K
10.1K $265K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
359
+ 62.87%
$85.48 - $88.89 $30.7K - $31.9K
930 $81K
MC
Moelis & CO

Financial Services
951
+ 26.62%
$62.14 - $72.09 $59.1K - $68.6K
4.52K $286K
EBND
Spdr Bloomberg Emerging Market

ETFs
1.55K
+ 12.21%
$21.1 - $21.41 $32.6K - $33.1K
14.2K $302K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
592
+ 9.93%
$47.55 - $48.22 $28.1K - $28.5K
6.55K $314K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
707
+ 30.97%
$40.65 - $43.85 $28.7K - $31K
2.99K $125K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
1.47K
+ 8.67%
$20.02 - $20.12 $29.4K - $29.6K
18.4K $370K
FELE
Franklin Electric CO Inc

Industrials
408
+ 10.87%
$91.76 - $99.27 $37.4K - $40.5K
4.16K $387K
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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