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
SLB
Schlumberger Limited

Energy
3.58K
+ 9.46%
$32.37 - $37.31 $116K - $134K
41.4K $1.42M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.59K
+ 6.33%
$67.48 - $71.55 $107K - $114K
26.7K $1.89M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.71K
+ 8.94%
$47.76 - $48.46 $130K - $131K
33K $1.59M
DD
Du Pont De Nemours, Inc.

Basic Materials
844
+ 10.26%
$69.9 - $78.26 $59K - $66.1K
9.07K $706K
JHMM
John Hancock Multifactor Mid C

ETFs
2.03K
+ 65.23%
$61.22 - $65.26 $124K - $132K
5.14K $332K
HQH
Tekla Healthcare Investors

Financial Services
74
+ 0.16%
$15.58 - $18.46 $1.15K - $1.37K
47.2K $871K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
689
+ 1.85%
$36.93 - $40.55 $25.4K - $27.9K
37.9K $1.52M
IYM
Ishares Tr

ETFs
65
+ 0.41%
$138.95 - $150.69 $9.03K - $9.79K
15.8K $2.34M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.69K
+ 26.93%
$49.78 - $50.75 $134K - $137K
12.7K $641K
BSMU
Invesco Exchange Self Ind Tr

ETFs
4.41K
+ 4.54%
$21.43 - $22.06 $94.6K - $97.4K
102K $2.23M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
165
+ 12.75%
$567.09 - $607.37 $93.6K - $100K
1.46K $869K
K
Kellogg CO

Consumer Defensive
1.42K
+ 19.65%
$76.96 - $82.02 $109K - $116K
8.64K $708K
OGN
Organon & Co.

Healthcare
8.26K
+ 19.58%
$8.4 - $10.85 $69.4K - $89.6K
50.4K $538K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.7K
+ 471.47%
$68.95 - $75.02 $117K - $128K
2.06K $154K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
2.72K
+ 41.24%
$39.39 - $42.09 $107K - $115K
9.33K $389K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
2.35K
+ 26.25%
$43.8 - $46.03 $103K - $108K
11.3K $520K
SONY
Sony Group Corp

Technology
3.52K
+ 38.47%
$23.92 - $30.07 $84.2K - $106K
12.7K $364K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
514
+ 3.2%
$82.96 - $95.7 $42.6K - $49.2K
16.6K $1.49M
AHYB
American Centy ETF Tr Select H
2.6K
+ 35.0%
$46.13 - $46.99 $120K - $122K
10K $470K
AVUS
American Centy ETF Tr Avantis

ETFs
937
+ 35.43%
$101.2 - $109.16 $94.8K - $102K
3.58K $389K
CLX
Clorox CO

Consumer Defensive
875
+ 18.89%
$117.67 - $131.43 $103K - $115K
5.51K $679K
DFAX
Dimensional ETF Tr
2
+ 0.0%
$29.25 - $31.56 $58.5 - $63.1
60.8K $1.91M
AEE
Ameren Corp

Utilities
874
+ 24.89%
$95.0 - $104.38 $83K - $91.2K
4.39K $457K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.53K
+ 31.93%
$48.04 - $60.86 $73.6K - $93.2K
6.33K $367K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
8.44K
+ 6.46%
$9.87 - $10.65 $83.3K - $89.8K
139K $1.47M
TQQQ
Proshares Ultrapro Qqq

ETFs
8
+ 0.14%
$80.89 - $104.72 $647 - $838
5.75K $594K
CL
Colgate Palmolive CO

Consumer Defensive
3.12K
+ 25.85%
$79.36 - $93.33 $247K - $291K
15.2K $1.21M
FRI
First Tr S&P Reit Index Fd

ETFs
1.01K
+ 1.19%
$26.59 - $28.38 $26.7K - $28.6K
85.3K $2.4M
POCT
Innovator U.S. Equity Power Bu

ETFs
806
+ 1.75%
$41.27 - $43.1 $33.3K - $34.7K
46.8K $2.02M
VDE
Vanguard Energy ETF

ETFs
423
+ 4.55%
$118.37 - $129.65 $50.1K - $54.8K
9.72K $1.22M
SKYY
First Trust Cloud Computing Et

ETFs
311
+ 5.48%
$118.24 - $138.53 $36.8K - $43.1K
5.98K $804K
VLY
Valley National Bancorp

Financial Services
8.71K
+ 66.07%
$9.18 - $11.1 $80K - $96.7K
21.9K $232K
ALLE
Allegion PLC

Industrials
157
+ 6.09%
$145.55 - $179.33 $22.9K - $28.2K
2.74K $485K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
1.6K
+ 7.41%
$73.76 - $76.98 $118K - $123K
23.2K $1.77M
PGR
Progressive Corp

Financial Services
1.27K
+ 12.66%
$238.61 - $264.3 $303K - $335K
11.3K $2.79M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.02K
+ 18.45%
$48.5 - $50.19 $97.8K - $101K
12.9K $648K
TRS
Trimas Corp

Consumer Cyclical
982
+ 13.22%
$29.05 - $40.02 $28.5K - $39.3K
8.41K $324K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.21K
+ 28.53%
$67.21 - $72.65 $81.5K - $88.1K
5.46K $396K
FTDS
First Trust Dividend Strength

ETFs
1.54K
+ 20.11%
$52.51 - $56.14 $80.9K - $86.5K
9.2K $511K
BMO
Bank Of Montreal

Financial Services
366
+ 11.5%
$110.44 - $130.66 $40.4K - $47.8K
3.55K $462K
FAAR
First Trust Vii Alternative Ab

ETFs
2.05K
+ 11.93%
$27.66 - $30.9 $56.8K - $63.4K
19.3K $587K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.96K
+ 26.75%
$42.28 - $45.71 $82.9K - $89.6K
9.29K $422K
ECL
Ecolab Inc.

Basic Materials
349
+ 11.39%
$259.39 - $285.47 $90.5K - $99.6K
3.41K $934K
EME
Emcor Group, Inc.

Industrials
24
+ 2.94%
$530.88 - $655.83 $12.7K - $15.7K
841 $546K
SPFF
Global X Superincome Preferred

ETFs
10.3K
+ 20.66%
$8.98 - $9.52 $92.8K - $98.4K
60.4K $557K
AES
Aes Corp

Utilities
2.64K
+ 9.5%
$10.77 - $13.94 $28.4K - $36.8K
30.4K $400K
FEMB
First Tr ETF Emerging Markets

ETFs
3.61K
+ 73.22%
$28.3 - $29.79 $102K - $108K
8.54K $250K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
7.03K
+ 29.21%
$14.8 - $15.15 $104K - $107K
31.1K $466K
RNR
Renaissancere Holdings LTD

Financial Services
363
+ 26.48%
$231.95 - $253.93 $84.2K - $92.2K
1.73K $440K
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
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