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
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.43K
+ 6.76%
$128.6 - $136.01 $184K - $195K
22.6K $3.06M
ITOT
Ishares Core S&P Total U.S. St

ETFs
770
+ 3.68%
$135.0 - $146.02 $104K - $112K
21.7K $3.16M
CCJ
Cameco Corp

Energy
3.34K
+ 61.04%
$70.47 - $86.89 $235K - $290K
8.8K $738K
VV
Vanguard Large Cap ETF

ETFs
835
+ 25.65%
$285.05 - $309.14 $238K - $258K
4.09K $1.26M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
10.3K
+ 24.71%
$26.52 - $27.64 $272K - $284K
51.8K $1.43M
IVZ
Invesco Ltd.

Financial Services
5.62K
+ 20.31%
$16.17 - $23.0 $90.8K - $129K
33.3K $763K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.91K
+ 8.28%
$27.61 - $29.15 $191K - $201K
90.4K $2.63M
KORP
American Centy ETF Tr Diversif

ETFs
6.61K
+ 62.62%
$46.36 - $47.95 $306K - $317K
17.2K $816K
VDC
Vanguard Consumer Staples ETF

ETFs
1.58K
+ 43.58%
$212.64 - $225.25 $335K - $355K
5.2K $1.11M
CEG
Constellation Energy Corp

Utilities
503
+ 2.1%
$298.82 - $354.89 $150K - $179K
24.4K $8.04M
LPG
Dorian Lpg Ltd.

Energy
10.6K
New
$24.6 - $32.7 $260K - $346K
10.6K $315K
XLF
Financial Sector Spdr

ETFs
4.67K
+ 11.12%
$51.37 - $54.25 $240K - $254K
46.7K $2.52M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.14K
+ 32.71%
$96.22 - $98.19 $303K - $309K
12.8K $1.25M
VTR
Ventas, Inc.

Real Estate
4.5K
New
$62.76 - $69.99 $282K - $315K
4.5K $314K
IBND
Spdr Bloomberg International C

ETFs
10.3K
+ 16.72%
$31.45 - $32.68 $323K - $336K
71.7K $2.32M
INSW
International Seaways, Inc.

Energy
6.78K
New
$37.03 - $49.12 $251K - $333K
6.78K $312K
PRAY
Shp ETF Tr Fis Biblically Resp
9.3K
+ 44.67%
$30.4 - $31.75 $283K - $295K
30.1K $944K
MDT
Medtronic PLC

Healthcare
2.32K
+ 22.3%
$87.67 - $95.74 $204K - $222K
12.7K $1.21M
EWX
Spdr S&P Emerging Markets Smal

ETFs
3.03K
+ 16.58%
$61.93 - $68.12 $188K - $206K
21.3K $1.43M
LNT
Alliant Energy Corp

Utilities
2.77K
+ 17.24%
$60.76 - $67.41 $169K - $187K
18.9K $1.27M
BX
Blackstone Inc.

Financial Services
1.03K
+ 17.81%
$152.77 - $188.68 $157K - $193K
6.78K $1.16M
PNM
Pnm Resources Inc

Utilities
7.13K
New
N/A
7.13K $296K
HYXU
Ishares Global Ex Usd High Yie

ETFs
4.87K
+ 14.32%
$53.77 - $56.12 $262K - $273K
38.9K $2.16M
NEAR
Blackrock Short Maturity Bond

ETFs
5.72K
+ 559.43%
$50.8 - $51.32 $291K - $294K
6.75K $345K
FDN
First Tr Fd Dow Jones

ETFs
575
+ 4.6%
$264.06 - $287.34 $152K - $165K
13.1K $3.66M
PSLV
Sprott Physical Silver Trust

Financial Services
13.2K
+ 53.72%
$12.24 - $15.73 $161K - $207K
37.7K $591K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.88K
+ 1636.29%
$68.27 - $75.58 $265K - $293K
4.12K $305K
PECO
Phillips Edison & Company, Inc.

Real Estate
9.06K
+ 24.84%
$33.04 - $36.15 $299K - $327K
45.5K $1.56M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
5.26K
New
$52.62 - $61.93 $277K - $326K
5.26K $284K
PAUG
Innovator U.S. Equity Power Bu

ETFs
3.09K
+ 4.09%
$40.45 - $42.49 $125K - $131K
78.5K $3.33M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
5.49K
+ 6.3%
$38.58 - $40.06 $212K - $220K
92.5K $3.67M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
7.13K
+ 26.43%
$33.76 - $35.55 $241K - $253K
34.1K $1.2M
BDX
Becton Dickinson & CO

Healthcare
1.33K
+ 71.27%
$172.41 - $199.66 $229K - $265K
3.19K $596K
IQV
Iqvia Holdings Inc.

Healthcare
209
+ 2.85%
$157.68 - $200.82 $33K - $42K
7.53K $1.43M
NVS
Novartis Ag

Healthcare
1.74K
+ 23.89%
$113.5 - $129.73 $198K - $226K
9.03K $1.16M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.76K
+ 5.91%
$10.78 - $19.82 $19K - $34.9K
31.5K $615K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.49K
+ 63.28%
$172.72 - $179.11 $257K - $267K
3.84K $684K
CSGS
Csg Systems International Inc

Technology
4.24K
New
$60.77 - $67.01 $258K - $284K
4.24K $273K
MUR
Murphy Oil Corp

Energy
9.64K
New
$22.13 - $30.03 $213K - $290K
9.64K $273K
FLRN
Spdr Bloomberg Investment Grad

ETFs
8.84K
+ 170.59%
$30.71 - $30.86 $271K - $273K
14K $432K
AVAV
Aero Vironment Inc

Industrials
864
New
$226.08 - $314.89 $195K - $272K
864 $272K
RL
Ralph Lauren Corp

Consumer Cyclical
862
New
$272.1 - $320.75 $235K - $276K
862 $270K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
9.98K
New
$24.0 - $31.51 $239K - $314K
9.98K $269K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
10.9K
New
$20.98 - $26.94 $228K - $293K
10.9K $268K
SOUN
Soundhound Ai, Inc.

Technology
11.2K
+ 67.79%
$10.11 - $18.05 $113K - $202K
27.7K $445K
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
8.64K
+ 7.83%
$26.68 - $27.48 $231K - $238K
119K $3.26M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.99K
New
$40.2 - $44.58 $241K - $267K
5.99K $263K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.44K
New
$76.35 - $84.68 $263K - $292K
3.44K $263K
IGOV
Ishares 1 3 International Trea

ETFs
7.02K
+ 9.62%
$41.44 - $43.19 $291K - $303K
80K $3.41M
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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