Ae Wealth Management LLC Purchases in Q3 2025

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EQR
Equity Residential

Real Estate
10.7K
New
$62.3 - $68.34 $665K - $730K
10.7K $691K
TDY
Teledyne Technologies Inc

Technology
1.16K
New
$509.51 - $586.04 $593K - $682K
1.16K $682K
MANH
Manhattan Associates Inc

Technology
2.56K
+ 12.41%
$196.16 - $227.94 $503K - $584K
23.2K $4.76M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.81K
+ 3.46%
$110.74 - $122.12 $200K - $221K
54.1K $6.54M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.7K
+ 3.94%
$50.47 - $50.74 $643K - $647K
337K $17.1M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
13K
+ 27.17%
$47.11 - $48.77 $612K - $633K
60.8K $2.95M
CDW
Cdw Corp

Technology
5.17K
+ 60.44%
$156.97 - $182.84 $811K - $945K
13.7K $2.19M
BK
Bank Of New York Mellon Corp

Financial Services
2.82K
+ 14.54%
$90.65 - $109.75 $256K - $310K
22.2K $2.42M
ALL
Allstate Corp

Financial Services
2.77K
+ 64.51%
$192.0 - $214.65 $531K - $594K
7.05K $1.51M
ALGN
Align Technology Inc

Healthcare
5.19K
New
$124.88 - $207.19 $648K - $1.08M
5.19K $649K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
2.77K
+ 3.36%
$30.06 - $36.69 $83.3K - $102K
85.1K $3.12M
WM
Waste Management Inc

Industrials
3.26K
+ 32.21%
$213.88 - $237.1 $698K - $774K
13.4K $2.96M
PEG
Public Service Enterprise Group Inc

Utilities
9.04K
+ 5.55%
$79.99 - $90.14 $723K - $815K
172K $14.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.83K
+ 6.13%
$49.43 - $54.52 $239K - $263K
83.5K $4.53M
MDLZ
Mondelez International, Inc.

Consumer Defensive
15.3K
+ 23.42%
$60.9 - $70.75 $932K - $1.08M
80.6K $5.04M
PRCH
Porch Group, Inc.

Technology
3.35K
+ 2.96%
$11.85 - $19.04 $39.7K - $63.8K
117K $1.96M
KMB
Kimberly Clark Corp

Consumer Defensive
10.5K
+ 7.02%
$121.72 - $136.77 $1.28M - $1.44M
161K $20M
CR
Crane Holdings, Co.

Industrials
3.37K
New
$178.73 - $198.45 $602K - $669K
3.37K $620K
ENSG
Ensign Group, Inc

Healthcare
3.57K
New
$136.36 - $174.12 $487K - $622K
3.57K $616K
RWL
Invesco Exchange Traded Fd Tr

ETFs
3.49K
+ 9.67%
$102.17 - $110.66 $356K - $386K
39.6K $4.38M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
8.81K
+ 2058.41%
$64.14 - $69.37 $565K - $611K
9.24K $636K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.75K
+ 22.23%
$102.4 - $103.88 $589K - $598K
31.6K $3.27M
MCK
Mckesson Corp

Healthcare
487
+ 8.78%
$659.01 - $772.54 $321K - $376K
6.03K $4.66M
FANG
Diamondback Energy, Inc.

Energy
2.91K
+ 9.93%
$134.53 - $152.5 $392K - $444K
32.2K $4.61M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.96K
+ 15.16%
$185.88 - $207.44 $364K - $406K
14.9K $2.99M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.24K
+ 10.85%
$83.08 - $100.2 $186K - $224K
22.8K $2.29M
AVSF
American Centy ETF Tr Avantis

ETFs
12.2K
+ 60.4%
$46.71 - $47.3 $568K - $575K
32.3K $1.52M
HON
Honeywell International Inc

Industrials
14.2K
+ 13.17%
$207.7 - $240.4 $2.95M - $3.42M
122K $25.7M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
25.1K
+ 76.77%
$21.77 - $22.57 $546K - $566K
57.7K $1.3M
GD
General Dynamics Corp

Industrials
879
+ 15.89%
$293.92 - $341.0 $258K - $300K
6.41K $2.19M
MMM
3 M CO

Industrials
2.63K
+ 4.73%
$144.41 - $160.2 $380K - $421K
58.3K $9.04M
FTNT
Fortinet, Inc.

Technology
8.27K
+ 144.23%
$74.39 - $107.65 $615K - $890K
14K $1.18M
CPRT
Copart Inc

Consumer Cyclical
18.1K
+ 30.0%
$44.6 - $49.97 $809K - $907K
78.6K $3.54M
OLED
Universal Display Corp Pa

Technology
3.93K
New
$134.16 - $161.44 $527K - $634K
3.93K $564K
PHYS
Sprott Physical Gold Trust

Financial Services
11K
+ 20.05%
$25.02 - $29.62 $274K - $325K
65.7K $1.95M
FDG
American Centy ETF Tr Focused

ETFs
3.77K
+ 43.69%
$108.35 - $122.35 $408K - $461K
12.4K $1.49M
ETN
Eaton Corp PLC

Industrials
589
+ 3.17%
$342.99 - $392.76 $202K - $231K
19.2K $7.17M
NXPI
Nxp Semiconductors N.V.

Technology
2.12K
+ 35.82%
$205.16 - $239.07 $434K - $506K
8.02K $1.83M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
10.3K
+ 111.5%
$49.34 - $53.96 $508K - $555K
19.5K $1.02M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
3.59K
+ 80.41%
$43.07 - $91.37 $154K - $328K
8.05K $735K
DRI
Darden Restaurants Inc

Consumer Cyclical
3.03K
+ 164.07%
$184.73 - $220.27 $559K - $667K
4.87K $927K
ERIE
Erie Indemnity CO

Financial Services
1.65K
New
$312.95 - $368.96 $517K - $609K
1.65K $525K
UNP
Union Pacific Corp

Industrials
1.52K
+ 5.74%
$214.91 - $237.16 $326K - $360K
27.9K $6.61M
AXP
American Express CO

Financial Services
1.01K
+ 7.11%
$294.27 - $342.31 $298K - $347K
15.3K $5.07M
ED
Consolidated Edison Inc

Utilities
5.12K
+ 55.05%
$95.57 - $105.36 $489K - $539K
14.4K $1.45M
IXUS
Ishares Tr

ETFs
3.33K
+ 7.29%
$76.35 - $82.58 $254K - $275K
49K $4.05M
ACVF
ETF Opportunities Tr American

ETFs
9.46K
+ 42.84%
$47.19 - $49.42 $447K - $468K
31.6K $1.56M
SPMD
Spdr Portfolio

ETFs
5.97K
+ 10.45%
$54.43 - $58.29 $325K - $348K
63.1K $3.61M
MLI
Mueller Industries Inc

Industrials
246
+ 1.18%
$82.07 - $101.7 $20.2K - $25K
21K $2.13M
Activity Summary
Buys All Purchases 1347 New Holdings 247 Increased Positions 1100 Sells All Sells 678 Reductions 678 Sold out 0 Options Calls 0 Puts 0
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