Ae Wealth Management LLC Incresed Positions in Q3 2025

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
485
+ 4.47%
$192.76 - $203.86 $93.5K - $98.9K
11.3K $2.31M
RS
Reliance Steel & Aluminum CO

Basic Materials
914
+ 53.45%
$277.33 - $343.66 $253K - $314K
2.62K $736K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
5.75K
+ 22.13%
$25.43 - $27.31 $146K - $157K
31.7K $866K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.23K
+ 14.3%
$25.29 - $28.33 $107K - $120K
33.9K $944K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.12K
+ 767.6%
$44.4 - $46.72 $183K - $193K
4.66K $217K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3.86K
+ 11.33%
$43.1 - $44.6 $166K - $172K
37.9K $1.68M
CB
Chubb LTD

Financial Services
789
+ 19.27%
$265.99 - $289.59 $210K - $228K
4.88K $1.38M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.39K
+ 21.86%
$46.69 - $59.27 $112K - $142K
13.3K $706K
HAL
Halliburton CO

Energy
2.2K
+ 6.99%
$20.5 - $25.11 $45.1K - $55.3K
33.7K $828K
PJAN
Innovator U.S. Equity Power Bu

ETFs
2.4K
+ 5.53%
$43.95 - $45.8 $105K - $110K
45.7K $2.09M
PSX
Phillips 66

Energy
43
+ 0.4%
$118.37 - $139.46 $5.09K - $6K
10.7K $1.45M
CHRD
Oasis Petroleum Inc.

Energy
1.19K
+ 5.11%
$99.37 - $114.13 $118K - $136K
24.4K $2.43M
DVN
Devon Energy Corp

Energy
3.62K
+ 23.28%
$31.75 - $36.99 $115K - $134K
19.2K $672K
RSP
Invesco S&P 500 Equal Weight E

ETFs
537
+ 5.8%
$181.56 - $190.33 $97.5K - $102K
9.8K $1.86M
MAIN
Main Street Capital Corp

Financial Services
2.31K
+ 37.58%
$59.28 - $67.54 $137K - $156K
8.45K $537K
TTE
Total Energies Se

Energy
2.56K
+ 11.91%
N/A
24K $1.65M
CMA
Comerica Inc

Financial Services
1.21K
+ 11.71%
$60.93 - $71.05 $73.5K - $85.7K
11.5K $788K
FSTA
Fidelity Covington Tr Msci Con

ETFs
7K
+ 5.22%
$49.57 - $52.57 $347K - $368K
141K $7.03M
ILDR
First Tr Exchange Traded Fd Vi
2K
+ 5.43%
$28.95 - $33.25 $57.9K - $66.5K
38.9K $1.26M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
2.38K
+ 16.05%
$65.91 - $67.24 $157K - $160K
17.2K $1.15M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
2.28K
+ 38.9%
$41.53 - $66.18 $94.6K - $151K
8.14K $461K
BJUL
Innovator U.S. Equity Buffer E

ETFs
3.22K
+ 85.53%
$47.14 - $49.66 $152K - $160K
6.97K $346K
EFX
Equifax Inc

Industrials
691
+ 22.63%
$234.03 - $265.73 $162K - $184K
3.75K $960K
FDX
Fedex Corp

Industrials
660
+ 44.81%
$217.1 - $243.2 $143K - $161K
2.13K $502K
CION
Cion Investment Corp

Financial Services
17.7K
+ 53.49%
$9.48 - $10.86 $168K - $192K
50.8K $481K
NJUL
Innovator Growth 100 Power Buf

Technology
1.83K
+ 15.86%
$67.81 - $71.18 $124K - $130K
13.4K $951K
MELI
Mercadolibre Inc

Consumer Cyclical
98
+ 42.61%
$2292.04 - $2514.05 $225K - $246K
328 $766K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.97K
+ 7.48%
$45.72 - $47.27 $136K - $140K
42.7K $2M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.24K
+ 69.8%
$37.14 - $37.85 $157K - $160K
10.3K $389K
SRE
Sempra Energy

Utilities
917
+ 16.3%
$74.14 - $89.98 $68K - $82.5K
6.54K $588K
KJUL
Innovator U.S. Small Cap Power

Technology
5.16K
+ 1031.0%
$29.2 - $31.07 $151K - $160K
5.66K $175K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
5.4K
+ 14.83%
$28.38 - $29.05 $153K - $157K
41.8K $1.21M
IYE
Ishares Tr

ETFs
3.09K
+ 76.55%
$44.83 - $48.91 $139K - $151K
7.14K $339K
ISMD
Northern Lts Fd Tr Iv

ETFs
3.5K
+ 53.64%
$35.1 - $39.69 $123K - $139K
10K $389K
ACGL
Arch Capital Group Ltd.

Financial Services
1.74K
+ 25.94%
$85.61 - $93.54 $149K - $163K
8.45K $766K
BP
Bp PLC

Energy
1.77K
+ 8.48%
$30.25 - $35.69 $53.5K - $63.1K
22.6K $779K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
6.51K
+ 813.63%
$23.53 - $23.89 $153K - $156K
7.31K $174K
UVV
Universal Corp

Consumer Defensive
2.96K
+ 76.93%
$51.66 - $58.83 $153K - $174K
6.81K $380K
EUSB
Ishares Tr Esg Advanced Total

Technology
3.48K
+ 241.09%
$42.97 - $44.2 $149K - $154K
4.92K $216K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.52K
+ 11.99%
$35.42 - $38.65 $89.1K - $97.2K
23.5K $892K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
17.5K
+ 34.79%
$7.95 - $8.31 $139K - $145K
67.6K $559K
FMF
First Trust Managed Futures St

ETFs
1.87K
+ 10.62%
$45.19 - $48.75 $84.3K - $90.9K
19.4K $945K
TILE
Interface Inc

Consumer Cyclical
2.27K
+ 21.08%
$20.39 - $29.88 $46.3K - $67.9K
13.1K $377K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.74K
+ 49.4%
$72.04 - $77.35 $125K - $134K
5.25K $402K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.04K
+ 11.41%
$26.44 - $27.1 $133K - $136K
49.2K $1.32M
DHR
Danaher Corp

Healthcare
697
+ 5.96%
$181.46 - $212.2 $126K - $148K
12.4K $2.46M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
287
+ 8.66%
$195.29 - $223.85 $56K - $64.2K
3.6K $799K
OXY
Occidental Petroleum Corp

Energy
1.78K
+ 15.0%
$42.54 - $48.1 $75.7K - $85.6K
13.6K $644K
WPM
Wheaton Precious Metals Corp.

Basic Materials
123
+ 2.06%
$86.72 - $111.84 $10.7K - $13.8K
6.09K $681K
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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