Ae Wealth Management LLC Purchases in Q4 2024

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
4.16K
+ 16.73%
$873.59 - $994.69 $3.64M - $4.14M
29K $26.6M
IVZ
Invesco Ltd.

Financial Services
258K
+ 42.61%
$16.78 - $18.63 $4.33M - $4.81M
864K $15.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
218K
+ 1574.57%
$22.4 - $68.28 $4.89M - $14.9M
232K $5.38M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
129K
+ 20.48%
$48.17 - $53.38 $6.22M - $6.89M
760K $37.1M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
91.4K
New
$42.05 - $48.31 $3.84M - $4.42M
91.4K $4.23M
JBBB
Janus Detroit Str Tr Henderson

ETFs
85.7K
New
$48.59 - $49.45 $4.16M - $4.24M
85.7K $4.21M
ICVT
Ishares Tr Convertible Bond Et

ETFs
49.4K
+ 543.15%
$83.09 - $89.28 $4.1M - $4.41M
58.4K $4.97M
VFC
V F Corp

Consumer Cyclical
196K
New
$16.7 - $22.59 $3.27M - $4.42M
196K $4.2M
SBUX
Starbucks Corp

Consumer Cyclical
47.1K
+ 203.9%
$87.44 - $102.5 $4.12M - $4.83M
70.2K $6.4M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
203K
+ 16.43%
$28.56 - $30.02 $5.81M - $6.1M
1.44M $41.3M
ATR
Aptargroup, Inc.

Healthcare
28.2K
+ 21.58%
$156.73 - $176.15 $4.41M - $4.96M
159K $24.9M
TGNA
Tegna Inc

Communication Services
220K
New
$15.25 - $19.32 $3.36M - $4.25M
220K $4.03M
GLDM
World Gold Trust

ETFs
76.7K
+ 149.89%
$50.76 - $55.23 $3.89M - $4.24M
128K $6.65M
EMR
Emerson Electric CO

Industrials
12.5K
+ 7.73%
$108.13 - $134.33 $1.35M - $1.68M
174K $21.6M
C
Citigroup Inc

Financial Services
18.5K
+ 6.08%
$61.31 - $72.5 $1.13M - $1.34M
323K $22.7M
R
Ryder System Inc

Industrials
16.7K
+ 18.73%
$138.78 - $170.03 $2.31M - $2.84M
106K $16.6M
XLC
Select Sector Spdr Tr Communic

ETFs
25.4K
+ 14.41%
$89.66 - $102.16 $2.28M - $2.59M
201K $19.5M
SKOR
Flexshares Tr Credit Scored Us

ETFs
91.3K
+ 16.77%
$47.6 - $49.05 $4.35M - $4.48M
636K $30.3M
WTS
Watts Water Technologies Inc

Industrials
18.7K
+ 21.17%
$190.59 - $221.46 $3.57M - $4.15M
107K $21.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
22.1K
+ 4.76%
$176.42 - $186.91 $3.9M - $4.14M
487K $86.8M
HON
Honeywell International Inc

Industrials
6.24K
+ 6.61%
$202.84 - $236.0 $1.27M - $1.47M
101K $22.7M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
164K
New
$19.42 - $19.79 $3.19M - $3.25M
164K $3.2M
IAUM
I Shares Gold Trust Micro

ETFs
118K
+ 78.83%
$25.56 - $27.81 $3.01M - $3.27M
267K $6.99M
EVR
Evercore Inc.

Financial Services
7.04K
+ 15.15%
$247.66 - $315.67 $1.74M - $2.22M
53.5K $14.8M
NFLX
Netflix Inc

Communication Services
591
+ 4.29%
$687.65 - $936.56 $406K - $554K
14.4K $12.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
34.8K
+ 598.13%
N/A
40.6K $3.49M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
58.5K
+ 132.85%
$50.73 - $51.08 $2.97M - $2.99M
102K $5.21M
PM
Philip Morris International Inc.

Consumer Defensive
26K
+ 10.39%
$118.38 - $133.06 $3.08M - $3.46M
276K $33.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.6K
+ 1.12%
$49.03 - $53.35 $665K - $723K
1.22M $62.7M
XLB
Select Sector Spdr Fd Material

ETFs
42.9K
+ 65.75%
$83.8 - $97.58 $3.59M - $4.19M
108K $9.1M
GGG
Graco Inc

Industrials
39.3K
+ 23.28%
$81.45 - $92.29 $3.2M - $3.63M
208K $17.6M
HBAN
Huntington Bancshares Inc

Financial Services
51.7K
+ 4.24%
$14.18 - $18.2 $734K - $941K
1.27M $20.7M
TYA
Simplify Exchange Traded Fds S

ETFs
215K
+ 26.78%
N/A
1.02M $12.9M
T
At&T Inc.

Communication Services
55.6K
+ 2.93%
$21.22 - $23.88 $1.18M - $1.33M
1.95M $44.5M
FREL
Fidelity Covington Tr Msci Rea

ETFs
162K
+ 22.16%
$26.61 - $29.85 $4.3M - $4.82M
891K $24.1M
NI
Nisource Inc.

Utilities
34.1K
+ 5.6%
$33.74 - $38.25 $1.15M - $1.3M
643K $23.6M
INTC
Intel Corp

Technology
203K
+ 44.75%
$19.07 - $26.23 $3.87M - $5.32M
656K $13.2M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
26K
+ 236.6%
$89.97 - $98.59 $2.34M - $2.56M
37K $3.51M
VDE
Vanguard Energy ETF

ETFs
20.8K
+ 281.74%
$116.67 - $136.78 $2.42M - $2.84M
28.2K $3.42M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
134K
+ 19.93%
$47.92 - $55.17 $6.41M - $7.38M
805K $38.8M
AVIG
American Centy ETF Tr Avantis

ETFs
208K
+ 6.69%
$40.48 - $42.48 $8.42M - $8.83M
3.32M $135M
UNH
Unitedhealth Group Inc

Healthcare
24.1K
+ 19.11%
$485.52 - $625.25 $11.7M - $15M
150K $75.9M
TJX
Tjx Companies Inc

Consumer Cyclical
13.1K
+ 6.53%
$112.15 - $127.2 $1.47M - $1.66M
213K $25.8M
VST
Vistra Corp.

Utilities
516
+ 0.47%
$115.74 - $166.61 $59.7K - $86K
111K $15.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
69.2K
+ 53.61%
$29.73 - $30.81 $2.06M - $2.13M
198K $6.04M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
117K
+ 15.26%
$48.5 - $53.31 $5.68M - $6.25M
885K $43.1M
MAYZ
Listed Fds Tr Trueshares Struc
71.3K
New
$29.94 - $31.53 $2.13M - $2.25M
71.3K $2.14M
XLE
Energy Sector Spdr

ETFs
27.9K
+ 21.37%
$83.32 - $97.27 $2.33M - $2.72M
159K $13.6M
CFG
Citizens Financial Group Inc

Financial Services
22.8K
+ 5.49%
$39.92 - $48.46 $909K - $1.1M
437K $19.1M
Activity Summary
Buys All Purchases 1630 New Holdings 952 Increased Positions 678 Sells All Sells 480 Reductions 480 Sold out 0 Options Calls 0 Puts 0
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