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
DGS
Wisdomtree Emerging Markets Sm

ETFs
1
+ 0.4%
$55.31 - $57.46 $55.3 - $57.5
249 $14K
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
3
+ 0.27%
N/A
1.13K $52K
ARKQ
Ark Autonomous Technology & Ro

ETFs
29
+ 2.2%
$108.36 - $124.69 $3.14K - $3.62K
1.35K $145K
BDN
Brandywine Realty Trust

Real Estate
7.15K
+ 18.83%
$3.25 - $4.18 $23.2K - $29.9K
45.1K $157K
HYLB
Xtrackers Usd High Yield Corp

ETFs
4
+ 0.17%
$36.54 - $37.14 $146 - $149
2.39K $87K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
1
+ 0.16%
$61.61 - $63.45 $61.6 - $63.5
619 $38K
VVR
Invesco Senior Income Trust

Financial Services
6
+ 0.04%
$3.25 - $3.41 $19.5 - $20.5
15.5K $52K
OVT
Listed Fds Tr Overlay Shs Shor

ETFs
1
+ 0.04%
$22.0 - $22.56 $22 - $22.6
2.35K $51K
BUG
Global X Fds Cybersecurity ETF

ETFs
1
+ 0.12%
$32.53 - $35.95 $32.5 - $36
824 $26K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
51
+ 1.19%
$14.97 - $16.05 $763 - $819
4.33K $66K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
2
+ 0.48%
$117.28 - $123.9 $235 - $248
423 $49K
VXF
Vanguard Extended Market ETF

ETFs
123
+ 2.32%
$204.22 - $215.05 $25.1K - $26.5K
5.43K $1.11M
RGP
Resources Connection, Inc.

Industrials
1.08K
+ 3.59%
$4.25 - $5.05 $4.59K - $5.46K
31.2K $149K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
20
+ 1.37%
$577.77 - $604.78 $11.6K - $12.1K
1.48K $866K
SEIC
Sei Investments CO

Financial Services
114
+ 2.76%
$80.51 - $85.62 $9.18K - $9.76K
4.25K $346K
IGLB
Ishares 10+ Year Investment Gr

ETFs
85
+ 0.68%
$50.67 - $52.58 $4.31K - $4.47K
12.6K $640K
UNF
Unifirst Corp

Industrials
11
+ 0.89%
$150.02 - $173.37 $1.65K - $1.91K
1.25K $200K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
39
+ 1.02%
$171.48 - $177.68 $6.69K - $6.93K
3.88K $677K
VRSN
Verisign Inc

Technology
2.35K
+ 10.41%
$232.82 - $275.44 $547K - $648K
24.9K $6.31M
ERIE
Erie Indemnity CO

Financial Services
151
+ 9.15%
$277.63 - $329.97 $41.9K - $49.8K
1.8K $516K
MWA
Mueller Water Products, Inc.

Industrials
570
+ 5.97%
$23.1 - $26.06 $13.2K - $14.9K
10.1K $234K
SEVN
Seven Hills Realty Trust

Real Estate
1.66K
+ 11.79%
$8.74 - $10.9 $14.5K - $18.1K
15.8K $137K
TGNA
Tegna Inc

Communication Services
2.06K
+ 1.7%
$19.62 - $20.31 $40.3K - $41.8K
123K $2.45M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2
+ 0.34%
$506.07 - $566.91 $1.01K - $1.13K
594 $314K
VOYA
Voya Financial, Inc.

Financial Services
59
+ 1.73%
$70.21 - $75.77 $4.14K - $4.47K
3.47K $245K
GWRE
Guidewire Software, Inc.

Technology
19
+ 0.95%
$215.32 - $254.23 $4.09K - $4.83K
2.02K $450K
JOBY
Joby Aviation, Inc.

Industrials
665
+ 5.56%
$14.32 - $19.57 $9.52K - $13K
12.6K $182K
RBKB
Rhinebeck Bancorp, Inc.

Financial Services
1.08K
+ 9.04%
$9.51 - $11.81 $10.3K - $12.8K
13K $125K
MGM
Mgm Resorts International

Consumer Cyclical
82
+ 1.19%
$30.72 - $34.75 $2.52K - $2.85K
6.97K $226K
TTEC
Ttec Holdings, Inc.

Technology
614
+ 2.28%
$2.57 - $3.85 $1.58K - $2.36K
27.6K $78K
O
Realty Income Corp

Real Estate
1.18K
+ 5.8%
$56.12 - $60.64 $66.2K - $71.5K
21.5K $1.22M
AHH
Armada Hoffler Properties, Inc.

Real Estate
35
+ 0.18%
$6.22 - $7.03 $218 - $246
19.9K $124K
KMX
Carmax Inc

Consumer Cyclical
926
+ 20.29%
$30.88 - $46.81 $28.6K - $43.3K
5.49K $189K
VNQ
Vanguard Specialized Funds Van

ETFs
311
+ 1.34%
$88.13 - $92.69 $27.4K - $28.8K
23.6K $2.11M
EAT
Brinker International, Inc

Consumer Cyclical
153
+ 6.11%
$102.29 - $133.46 $15.7K - $20.4K
2.66K $300K
MTB
M&T Bank Corp

Financial Services
31
+ 1.44%
$178.63 - $195.63 $5.54K - $6.06K
2.19K $409K
GBCI
Glacier Bancorp, Inc.

Financial Services
305
+ 6.33%
$40.66 - $49.06 $12.4K - $15K
5.13K $216K
RMBS
Rambus Inc

Technology
313
+ 5.97%
$89.57 - $113.61 $28K - $35.6K
5.55K $528K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.28K
+ 26.17%
$252.87 - $320.26 $324K - $410K
6.18K $1.56M
CLF
Cleveland Cliffs Inc.

Basic Materials
2.65K
+ 7.03%
$10.09 - $16.18 $26.7K - $42.8K
40.3K $432K
GRMN
Garmin LTD

Technology
76
+ 7.9%
$194.13 - $259.77 $14.8K - $19.7K
1.04K $201K
EQR
Equity Residential

Real Estate
350
+ 3.28%
$58.7 - $64.1 $20.5K - $22.4K
11K $655K
HLI
Houlihan Lokey, Inc.

Financial Services
56
+ 3.04%
$178.07 - $202.25 $9.97K - $11.3K
1.9K $341K
DELL
Dell Technologies Inc.

Technology
422
+ 3.19%
$133.76 - $164.88 $56.4K - $69.6K
13.7K $1.83M
NFG
National Fuel Gas CO

Energy
150
+ 2.74%
$77.99 - $92.46 $11.7K - $13.9K
5.63K $456K
FAST
Fastenal CO

Industrials
878
+ 7.86%
$40.45 - $48.17 $35.5K - $42.3K
12.1K $487K
CI
Cigna Corp

Healthcare
158
+ 2.55%
$244.41 - $311.0 $38.6K - $49.1K
6.37K $1.73M
SAP
Sap Se

Technology
191
+ 4.65%
$238.9 - $280.46 $45.6K - $53.6K
4.3K $1.03M
WHR
Whirlpool Corp

Consumer Cyclical
2.05K
+ 7.85%
$65.5 - $80.05 $134K - $164K
28.1K $1.98M
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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