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
AZN
Astrazeneca PLC

Healthcare
390
+ 3.61%
$68.72 - $82.11 $26.8K - $32K
11.2K $859K
EVRG
Evergy, Inc.

Utilities
732
+ 10.9%
$67.73 - $76.02 $49.6K - $55.6K
7.45K $566K
SNY
Sanofi

Healthcare
2.7K
+ 13.13%
$45.07 - $51.35 $122K - $138K
23.2K $1.1M
WELL
Welltower Inc.

Real Estate
175
+ 5.81%
$150.71 - $178.14 $26.4K - $31.2K
3.19K $567K
SHEL
Shell PLC

Energy
1.25K
+ 10.19%
$69.82 - $73.93 $87.2K - $92.3K
13.5K $966K
IXG
Ishares Global Fin'L ETF

ETFs
879
+ 87900.0%
$109.57 - $116.94 $96.3K - $103K
880 $102K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
4.38K
+ 94.78%
$22.45 - $23.2 $98.3K - $102K
9K $207K
GNL
Global Net Lease, Inc.

Real Estate
10.6K
+ 42.1%
$6.85 - $8.33 $72.4K - $88.1K
35.7K $290K
VOX
Vanguard Communication Service

ETFs
383
+ 22.36%
$169.0 - $192.17 $64.7K - $73.6K
2.1K $393K
NVO
Novo Nordisk A S

Healthcare
3.19K
+ 55.89%
$45.38 - $71.7 $145K - $228K
8.89K $493K
SDG
Ishares Trust Ishares Msci Glo

ETFs
1.15K
+ 282.11%
$75.87 - $83.26 $87.3K - $95.8K
1.56K $129K
EMHC
Spdr Bloomberg Emerging Market
3.07K
+ 8.32%
$24.31 - $25.33 $74.7K - $77.9K
40K $1.01M
FTLS
First Tr Long/Short Equity ETF

ETFs
742
+ 5.93%
$65.78 - $69.95 $48.8K - $51.9K
13.3K $927K
GTLS
Chart Industries Inc

Industrials
221
+ 14.8%
$162.6 - $200.28 $35.9K - $44.3K
1.71K $343K
FXR
First Trust Industrials/Produc

ETFs
1.23K
+ 359.77%
$75.64 - $80.06 $93.3K - $98.8K
1.58K $123K
PAPR
Innovator U.S. Equity Power Bu

ETFs
1.89K
+ 7.94%
$37.32 - $38.38 $70.4K - $72.4K
25.7K $984K
IBHG
Ishares Tr Ibonds 2027 Term Hi
4.42K
+ 11.66%
$22.38 - $22.53 $99K - $99.6K
42.4K $952K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
3.12K
+ 1254.22%
$30.4 - $33.62 $94.9K - $105K
3.37K $106K
FDIG
Fidelity Covington Tr Crypto I

ETFs
1.33K
+ 58.54%
$35.1 - $49.09 $46.7K - $65.3K
3.6K $176K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.34K
+ 14.38%
$28.15 - $30.13 $65.9K - $70.5K
18.6K $552K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
7.17K
+ 5.97%
N/A
127K $1.71M
PKG
Packaging Corp Of America

Consumer Cyclical
237
+ 16.32%
$191.41 - $220.25 $45.4K - $52.2K
1.69K $368K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
1.22K
+ 31.71%
$49.31 - $57.77 $60.2K - $70.5K
5.07K $287K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.18K
+ 34.14%
$30.13 - $33.37 $65.8K - $72.8K
8.58K $286K
TBI
True Blue, Inc.

Industrials
7.37K
+ 37.6%
N/A
27K $343K
MAR
Marriott International Inc

Consumer Cyclical
438
+ 27.0%
$255.35 - $282.87 $112K - $124K
2.06K $536K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.85K
+ 612.26%
N/A
4.47K $106K
ONB
Old National Bancorp

Financial Services
3.26K
+ 9.95%
$20.4 - $23.47 $66.5K - $76.6K
36K $791K
SPG
Simon Property Group Inc

Real Estate
123
+ 4.77%
$159.93 - $187.67 $19.7K - $23.1K
2.7K $506K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
7.24K
+ 39.84%
$11.04 - $11.83 $79.9K - $85.6K
25.4K $296K
COF
Capital One Financial Corp

Financial Services
428
+ 6.4%
$207.29 - $229.74 $88.7K - $98.3K
7.12K $1.51M
LIT
Global X Fds Global X Lithium

ETFs
729
+ 27.69%
$38.41 - $56.85 $28K - $41.4K
3.36K $191K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.52K
+ 24.24%
$14.73 - $19.31 $37.1K - $48.6K
12.9K $248K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.6K
+ 55.51%
$59.29 - $62.87 $94.9K - $101K
4.49K $269K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.34K
+ 75.3%
$59.61 - $63.09 $79.8K - $84.4K
3.12K $195K
BKR
Baker Hughes CO

Energy
416
+ 6.35%
$38.68 - $50.55 $16.1K - $21K
6.97K $339K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
1.86K
+ 257.4%
$35.24 - $44.04 $65.6K - $82K
2.58K $112K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.93K
+ 66.82%
$41.43 - $44.2 $79.9K - $85.3K
4.82K $212K
RIO
Rio Tinto PLC

Basic Materials
214
+ 2.23%
$57.66 - $66.01 $12.3K - $14.1K
9.83K $648K
EXPD
Expeditors International Of Washington Inc

Industrials
391
+ 8.17%
$111.37 - $124.95 $43.5K - $48.9K
5.18K $634K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
88
+ 0.27%
$46.61 - $49.24 $4.1K - $4.33K
32.2K $1.58M
HSBC
Hsbc Holdings PLC

Financial Services
162
+ 2.2%
$60.27 - $70.98 $9.76K - $11.5K
7.53K $534K
FV
First Trust Dorsey Wright Focu

ETFs
887
+ 7.52%
$59.23 - $62.14 $52.5K - $55.1K
12.7K $784K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
162
+ 6.47%
$105.93 - $131.8 $17.2K - $21.4K
2.67K $351K
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.4K
+ 69.92%
$29.2 - $32.74 $70.2K - $78.7K
5.84K $186K
PAVE
Global X Fds Us Infrastructure

ETFs
1.39K
+ 31.52%
$44.02 - $47.63 $61.4K - $66.4K
5.82K $277K
CNC
Centene Corp

Healthcare
4.65K
+ 104.61%
$25.21 - $56.65 $117K - $263K
9.09K $324K
SIL
Global X Silver Miners ETF

ETFs
820
+ 82.41%
$47.34 - $71.63 $38.8K - $58.7K
1.82K $130K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
3.13K
+ 17.75%
$24.87 - $25.69 $77.8K - $80.4K
20.8K $529K
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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