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
BA
Boeing CO

Industrials
1.75K
+ 12.37%
$209.79 - $237.38 $368K - $416K
15.9K $3.44M
ABC
Amerisourcebergen Corp

Healthcare
2.53K
+ 12.16%
N/A
23.3K $4.32M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.71K
+ 26.04%
$53.81 - $57.52 $361K - $386K
32.5K $1.87M
GLW
Corning Inc

Technology
2.33K
+ 25.21%
$51.6 - $82.03 $120K - $191K
11.6K $948K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.96K
+ 31.98%
$70.85 - $76.96 $423K - $459K
24.6K $1.87M
ITIC
Investors Title CO

Financial Services
1.75K
New
$200.24 - $262.69 $350K - $459K
1.75K $457K
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.58K
+ 1615.68%
$46.37 - $47.77 $444K - $458K
10.2K $483K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.2K
+ 12.33%
$68.24 - $73.73 $286K - $309K
38.2K $2.81M
BAR
Granite Shares Gold Trust

ETFs
2.38K
+ 3.54%
$32.23 - $38.06 $76.7K - $90.6K
69.6K $2.65M
XEL
Xcel Energy Inc

Utilities
1.84K
+ 7.56%
$67.56 - $80.65 $124K - $148K
26.2K $2.11M
AVDV
American Centy ETF Tr Avantis

ETFs
3.08K
+ 17.77%
$79.24 - $89.03 $244K - $274K
20.4K $1.81M
DVY
Ishares Tr

ETFs
2.56K
+ 32.29%
$133.88 - $142.57 $342K - $365K
10.5K $1.49M
MUSA
Murphy Usa Inc.

Consumer Cyclical
1.13K
New
$361.83 - $435.43 $408K - $491K
1.13K $437K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.3K
+ 20.48%
$76.16 - $78.59 $404K - $417K
31.2K $2.44M
RGLD
Royal Gold Inc

Basic Materials
1.77K
+ 53.7%
$151.42 - $200.58 $268K - $355K
5.07K $1.02M
FENY
Fidelity Covington Tr Msci Ene

ETFs
11.7K
+ 10.88%
$23.27 - $25.46 $273K - $299K
120K $2.96M
CBRE
Cbre Group, Inc.

Real Estate
792
+ 4.62%
$137.04 - $165.9 $109K - $131K
17.9K $2.83M
VB
Vanguard Small Cap ETF

ETFs
790
+ 6.33%
$237.58 - $259.17 $188K - $205K
13.3K $3.37M
MP
Mp Materials Corp.

Basic Materials
6.21K
New
$30.03 - $77.13 $186K - $479K
6.21K $416K
SMR
Nuscale Power Corp

Industrials
12.5K
+ 122.78%
$32.65 - $51.67 $409K - $647K
22.7K $817K
SYK
Stryker Corp

Healthcare
1.33K
+ 43.79%
$368.57 - $403.53 $490K - $537K
4.37K $1.61M
PYPL
Pay Pal Holdings, Inc.

Financial Services
11K
+ 24.41%
$65.64 - $78.22 $722K - $860K
56K $3.76M
AWK
American Water Works Company, Inc.

Utilities
2.94K
+ 14.18%
$135.05 - $147.0 $397K - $432K
23.7K $3.29M
IWB
Ishares Tr Russell 1000 ETF

ETFs
779
+ 16.23%
$339.37 - $366.46 $264K - $285K
5.58K $2.04M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.7K
+ 5.76%
$42.43 - $45.05 $242K - $257K
105K $4.61M
KHC
Kraft Heinz CO

Consumer Defensive
14.7K
+ 13.94%
$25.63 - $28.94 $376K - $424K
120K $3.12M
ETR
Entergy Corp

Utilities
1.72K
+ 7.33%
$80.93 - $93.55 $140K - $161K
25.2K $2.35M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.3K
+ 58.17%
$196.15 - $217.83 $452K - $502K
6.26K $1.26M
CI
Cigna Corp

Healthcare
1.99K
+ 47.22%
$262.23 - $334.39 $522K - $666K
6.21K $1.79M
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.3K
+ 38.23%
$33.26 - $34.01 $375K - $384K
40.8K $1.38M
LXP
Lxp Industrial Trust

Real Estate
21.8K
+ 8.12%
$7.75 - $9.34 $169K - $204K
291K $2.6M
RTO
Rentokil Initial PLC

Industrials
15.2K
New
$22.81 - $25.94 $346K - $393K
15.2K $382K
SECT
Sector 10, Inc.

ETFs
5.59K
+ 100.67%
$57.95 - $63.16 $324K - $353K
11.1K $702K
LHX
L3 Harris Technologies, Inc.

Industrials
327
+ 6.41%
$252.18 - $305.41 $82.5K - $99.9K
5.43K $1.66M
IETC
Ishares U S ETF Tr

ETFs
2.79K
+ 25.49%
$92.7 - $103.65 $259K - $289K
13.8K $1.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.24K
+ 34.13%
$81.75 - $84.54 $346K - $358K
16.7K $1.4M
AVRE
American Centy ETF Tr Avantis
8.01K
+ 39.15%
$43.53 - $45.34 $349K - $363K
28.5K $1.27M
ALLY
Ally Financial Inc.

Financial Services
9.07K
New
$36.95 - $44.58 $335K - $404K
9.07K $355K
TXT
Textron Inc

Industrials
2.71K
+ 9.02%
$77.02 - $87.21 $208K - $236K
32.7K $2.76M
VIG
Vanguard Dividend Appreciation

ETFs
1.95K
+ 4.61%
N/A
44.3K $8.08M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.94K
+ 678.06%
$116.29 - $120.92 $341K - $355K
3.37K $404K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.07K
+ 6.66%
$62.09 - $66.51 $190K - $204K
49.1K $3.21M
IWN
Ishares Russell2000 Val ETF

ETFs
474
+ 3.39%
$157.1 - $178.94 $74.5K - $84.8K
14.5K $2.56M
MSI
Motorola Solutions, Inc.

Technology
643
+ 44.38%
$408.73 - $490.3 $263K - $315K
2.09K $956K
APH
Amphenol Corp

Technology
59
+ 0.44%
$97.39 - $125.4 $5.75K - $7.4K
13.5K $1.68M
VSEC
Vse Corp

Industrials
2.07K
New
$125.37 - $172.66 $259K - $357K
2.07K $343K
BKNG
Booking Holdings Inc.

Consumer Cyclical
94
+ 21.81%
$5364.25 - $5815.92 $504K - $547K
525 $2.83M
CHTR
Charter Communications, Inc.

Communication Services
3.69K
+ 72.96%
$256.57 - $418.22 $947K - $1.54M
8.75K $2.41M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.33K
+ 121.22%
$205.52 - $234.96 $274K - $313K
2.43K $570K
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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