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
MPW
Medical Properties Trust Inc

Real Estate
9.52K
+ 33.92%
$3.72 - $5.77 $35.4K - $55K
37.6K $148K
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
153
+ 1.05%
$64.45 - $66.99 $9.86K - $10.2K
14.7K $954K
DINO
Hf Sinclair Corp

Energy
1.61K
+ 20.54%
$33.69 - $47.67 $54.3K - $76.8K
9.46K $331K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.69K
+ 6.66%
$23.11 - $25.17 $39.1K - $42.6K
27.1K $626K
NGG
National Grid PLC

Utilities
887
+ 12.05%
$57.68 - $70.03 $51.2K - $62.1K
8.25K $489K
MLN
Vaneck Long Muni ETF

ETFs
1.92K
+ 1.42%
$17.61 - $18.29 $33.8K - $35.1K
137K $2.44M
EMB
Ishares Tr

ETFs
2.19K
+ 4.55%
$88.94 - $93.46 $195K - $204K
50.3K $4.48M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
156
+ 3.53%
$131.66 - $144.0 $20.5K - $22.5K
4.58K $604K
CWS
Advisorshares Tr Advisorshares

ETFs
11
+ 0.17%
$64.77 - $71.56 $712 - $787
6.54K $423K
GIS
General Mills Inc

Consumer Defensive
7.43K
+ 14.98%
$62.78 - $74.62 $466K - $554K
57K $3.63M
NUE
Nucor Corp

Basic Materials
431
+ 19.1%
$115.78 - $167.74 $49.9K - $72.3K
2.69K $313K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
17
+ 0.34%
$67.29 - $73.38 $1.14K - $1.25K
5.08K $344K
SCHR
Schwab Intermediate Term Us Tr

ETFs
4.08K
+ 83.66%
$24.19 - $50.58 $98.6K - $206K
8.95K $217K
ICF
Ishares Tr

ETFs
133
+ 1.94%
$58.8 - $66.61 $7.82K - $8.86K
6.99K $420K
IWD
Ishares Russell 1000 Val ETF

ETFs
56
+ 0.61%
$183.23 - $199.79 $10.3K - $11.2K
9.17K $1.7M
RWO
Spdr Dow Jones Global Real Est

ETFs
27
+ 0.38%
$42.41 - $47.31 $1.15K - $1.28K
7.11K $304K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
762
+ 3.13%
$74.5 - $78.37 $56.8K - $59.7K
25.1K $1.88M
WMS
Advanced Drainage Systems, Inc.

Industrials
404
+ 21.15%
$114.63 - $163.52 $46.3K - $66.1K
2.31K $267K
HSY
Hershey CO

Consumer Defensive
321
+ 8.1%
$168.67 - $193.65 $54.1K - $62.2K
4.28K $725K
TGT
Target Corp

Consumer Defensive
647
+ 11.02%
$121.59 - $160.69 $78.7K - $104K
6.52K $880K
AZN
Astrazeneca PLC

Healthcare
1.04K
+ 12.5%
$63.2 - $79.58 $66K - $83.1K
9.4K $615K
SNPS
Synopsys Inc

Technology
108
+ 2.45%
$485.36 - $588.0 $52.4K - $63.5K
4.51K $2.19M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
650
+ 1.7%
$42.79 - $44.9 $27.8K - $29.2K
38.9K $1.67M
SNY
Sanofi

Healthcare
2.43K
+ 14.43%
$45.89 - $57.31 $111K - $139K
19.2K $928K
LDOS
Leidos Holdings, Inc.

Technology
535
+ 8.48%
$143.17 - $201.39 $76.6K - $108K
6.84K $985K
SCHV
Schwab Strategic Tr Us Large C

ETFs
28.6K
+ 196.96%
$25.79 - $80.4 $737K - $2.3M
43.1K $1.12M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.58K
+ 5.21%
$30.93 - $33.94 $48.7K - $53.5K
31.8K $986K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.91K
+ 7.3%
$68.25 - $75.42 $130K - $144K
28.1K $1.92M
UPS
United Parcel Service Inc

Industrials
993
+ 5.68%
$122.65 - $138.35 $122K - $137K
18.5K $2.33M
DEO
Diageo PLC

Consumer Defensive
63
+ 1.35%
$118.0 - $139.88 $7.43K - $8.81K
4.74K $602K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
32
+ 0.4%
$64.91 - $73.47 $2.08K - $2.35K
8.07K $525K
ODFL
Old Dominion Freight Line, Inc.

Industrials
575
+ 8.08%
$176.4 - $231.84 $101K - $133K
7.69K $1.36M
IBND
Spdr Bloomberg International C

ETFs
1.17K
+ 2.83%
$28.36 - $30.49 $33.1K - $35.6K
42.4K $1.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
29
+ 2.55%
$396.64 - $516.74 $11.5K - $15K
1.17K $469K
WTRE
Watford Holdings Ltd.

Financial Services
233
+ 0.93%
$17.18 - $19.92 $4K - $4.64K
25.2K $433K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
219
+ 0.73%
$21.0 - $23.52 $4.6K - $5.15K
30.3K $646K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
70
+ 0.73%
$119.34 - $127.78 $8.35K - $8.94K
9.67K $1.15M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
216
+ 1.73%
$67.37 - $73.76 $14.6K - $15.9K
12.7K $854K
NOVA
Sunnova Energy International Inc.

Technology
274
+ 2.49%
$3.14 - $9.1 $860 - $2.49K
11.3K $38K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
82
+ 1.78%
$49.78 - $66.55 $4.08K - $5.46K
4.68K $234K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
72
+ 0.21%
$46.69 - $49.2 $3.36K - $3.54K
35.2K $1.65M
ASML
Asml Holding Nv

Technology
377
+ 15.46%
$658.43 - $872.27 $248K - $329K
2.82K $1.95M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
5.87K
+ 2.96%
$24.94 - $26.14 $146K - $153K
204K $5.1M
HQH
Tekla Healthcare Investors

Financial Services
1.87K
+ 4.12%
$16.03 - $18.73 $29.9K - $35K
47.1K $756K
REET
Ishares Global Reit ETF

ETFs
155
+ 0.47%
$23.43 - $26.54 $3.63K - $4.11K
33.3K $798K
IGOV
Ishares 1 3 International Trea

ETFs
2.4K
+ 4.58%
$38.42 - $41.79 $92.3K - $100K
54.9K $2.11M
DD
Du Pont De Nemours, Inc.

Basic Materials
196
+ 2.4%
$75.95 - $88.05 $14.9K - $17.3K
8.37K $638K
BHP
Bhp Group LTD

Basic Materials
136
+ 1.86%
$48.78 - $62.43 $6.63K - $8.49K
7.45K $363K
KMB
Kimberly Clark Corp

Consumer Defensive
13.1K
+ 8.14%
$130.37 - $146.09 $1.7M - $1.91M
174K $22.7M
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
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email