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
ETR
Entergy Corp

Utilities
124K
+ 94.78%
$73.19 - $156.4 $9.11M - $19.5M
256K $19.4M
KKR
Kkr & Co. Inc.

Financial Services
8.57K
+ 17.65%
$129.87 - $162.87 $1.11M - $1.4M
57.1K $8.44M
MO
Altria Group, Inc.

Consumer Defensive
25.2K
+ 4.3%
$49.06 - $57.74 $1.23M - $1.45M
610K $31.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.1K
+ 0.55%
$116.4 - $138.52 $128K - $152K
202K $25.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
35.5K
+ 10.95%
$54.54 - $61.04 $1.94M - $2.17M
360K $20M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
31.5K
+ 237.62%
$55.58 - $62.6 $1.75M - $1.97M
44.8K $2.69M
MSTR
Microstrategy Inc

Technology
5.66K
+ 246.15%
$162.69 - $473.83 $921K - $2.68M
7.97K $2.31M
TXN
Texas Instruments Inc

Technology
9.76K
+ 27.83%
N/A
44.8K $8.72M
FLRG
Fidelity Covington Tr U S Mult

ETFs
57.3K
+ 5.26%
$33.66 - $35.72 $1.93M - $2.05M
1.15M $38.8M
SPMD
Spdr Portfolio

ETFs
34.1K
+ 181.14%
$54.13 - $59.56 $1.85M - $2.03M
53K $2.9M
HD
Home Depot, Inc.

Consumer Cyclical
11.5K
+ 7.02%
$385.02 - $431.37 $4.42M - $4.95M
175K $68.1M
CVX
Chevron Corp

Energy
17.4K
+ 5.8%
$141.15 - $162.53 $2.46M - $2.83M
318K $46.1M
CACI
Caci International Inc

Technology
4.09K
New
N/A
4.09K $1.75M
DUHP
Dimensional ETF Tr Dimensional

ETFs
55.9K
+ 10.2%
$33.62 - $35.69 $1.88M - $2M
604K $20.4M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
23.2K
+ 44.41%
$69.3 - $74.3 $1.6M - $1.72M
75.3K $5.38M
PCAR
Paccar Inc

Industrials
16K
+ 201.33%
$97.92 - $118.41 $1.57M - $1.9M
24K $2.49M
USB
Us Bancorp \De\

Financial Services
17K
+ 4.09%
$43.98 - $53.66 $748K - $912K
433K $20.7M
HYGV
Flexshares Tr High Yield Value

ETFs
46.1K
+ 22.31%
$40.53 - $41.51 $1.87M - $1.91M
253K $10.3M
EFG
Msci Eafe Growth ETF

ETFs
102K
+ 13.45%
$96.83 - $106.88 $9.87M - $10.9M
860K $83.3M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
74.4K
+ 38.61%
$23.29 - $23.93 $1.73M - $1.78M
267K $6.27M
XLI
Industrial Sector Spdr

ETFs
14.5K
+ 17.89%
$131.76 - $143.99 $1.91M - $2.08M
95.3K $12.6M
WHR
Whirlpool Corp

Consumer Cyclical
7.06K
+ 6.61%
$99.28 - $124.45 $701K - $878K
114K $13M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
148K
+ 26.34%
$8.24 - $11.07 $1.22M - $1.64M
710K $6.63M
ETN
Eaton Corp PLC

Industrials
4.71K
+ 13.22%
$326.96 - $377.52 $1.54M - $1.78M
40.3K $13.4M
BEN
Franklin Resources Inc

Financial Services
71.7K
+ 12.72%
$19.35 - $22.76 $1.39M - $1.63M
636K $12.9M
VGSH
Vanguard

ETFs
42.4K
+ 3.77%
$58.02 - $58.88 $2.46M - $2.5M
1.17M $67.8M
EGP
Eastgroup Properties Inc

Real Estate
23.9K
+ 26.97%
$158.74 - $185.14 $3.79M - $4.42M
112K $18.1M
CMBS
Ishares Cmbs ETF

ETFs
43.2K
+ 14.05%
$47.09 - $48.64 $2.03M - $2.1M
351K $16.6M
CNP
Centerpoint Energy Inc

Utilities
14.5K
+ 3.26%
$28.58 - $32.66 $416K - $475K
460K $14.6M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
46.4K
New
$28.23 - $35.28 $1.31M - $1.64M
46.4K $1.48M
SCHP
Schwab Strategic Us Tips ETF

ETFs
99.5K
+ 251.1%
$25.74 - $53.78 $2.56M - $5.35M
139K $3.59M
VOT
Vanguard Mid Cap Growth Index

ETFs
5.43K
+ 77.14%
$241.48 - $274.89 $1.31M - $1.49M
12.5K $3.16M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.4K
+ 21.45%
$71.75 - $75.11 $1.82M - $1.9M
144K $10.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.75K
+ 35.81%
$275.15 - $388.2 $757K - $1.07M
10.4K $3.57M
IBHE
Ishares Ibonds 2025 Term High

ETFs
61K
+ 304.9%
$23.08 - $23.28 $1.41M - $1.42M
81K $1.88M
NRG
Nrg Energy, Inc.

Utilities
17.1K
+ 11.54%
$85.3 - $101.61 $1.45M - $1.73M
165K $14.9M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3.61K
+ 97.22%
$340.59 - $380.5 $1.23M - $1.37M
7.32K $2.68M
IEF
Ishares Barclays

ETFs
16.8K
+ 57.38%
$92.08 - $98.18 $1.55M - $1.65M
46.1K $4.26M
XLRE
Select Sector Spdr Tr Real Est

ETFs
42K
+ 39.13%
$40.06 - $45.21 $1.68M - $1.9M
149K $6.08M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
28.7K
+ 68.27%
$44.33 - $49.55 $1.27M - $1.42M
70.8K $3.18M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
24.2K
+ 247.15%
$50.81 - $51.59 $1.23M - $1.25M
34K $1.74M
AVSC
American Centy ETF Tr Avantis
20.6K
+ 6.95%
$52.7 - $59.57 $1.09M - $1.23M
318K $17.3M
FCOM
Fidelity Covington Tr Msci Com

ETFs
14.6K
+ 14.99%
$54.65 - $61.96 $801K - $908K
112K $6.59M
MUB
Ishares National Muni Bond ETF

ETFs
17.8K
+ 5.3%
$105.78 - $108.7 $1.88M - $1.94M
354K $37.7M
VTWO
Vanguard Russell 2000 ETF

ETFs
13.2K
+ 7.3%
$87.42 - $98.06 $1.15M - $1.29M
194K $17.3M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
36.2K
+ 12.07%
$34.36 - $36.31 $1.24M - $1.31M
336K $11.5M
GE
General Electric CO

Industrials
16.4K
+ 22.35%
$159.95 - $194.23 $2.62M - $3.18M
89.7K $15M
PFE
Pfizer Inc

Healthcare
127K
+ 13.66%
$24.8 - $30.19 $3.15M - $3.84M
1.06M $28.1M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
10.6K
+ 14.34%
$63.19 - $73.31 $671K - $778K
84.6K $5.81M
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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