Ae Wealth Management LLC Incresed Positions in Q4 2025

Ae Wealth Management LLC

  • $14.9 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.3K
+ 69.03%
$50.33 - $50.81 $65.6K - $66.3K
3.19K $161K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.16K
+ 38.28%
$56.25 - $59.38 $65.3K - $68.9K
4.19K $238K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.39K
+ 51.33%
$43.6 - $45.68 $60.5K - $63.4K
4.09K $184K
CMC
Commercial Metals CO

Basic Materials
959
+ 21.12%
$55.35 - $62.05 $53.1K - $59.5K
5.5K $324K
SXT
Sensient Technologies Corp

Basic Materials
682
+ 16.36%
$89.75 - $96.81 $61.2K - $66K
4.85K $455K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
262
+ 16.39%
$243.46 - $255.19 $63.8K - $66.9K
1.86K $465K
AON
Aon PLC

Financial Services
207
+ 14.81%
$326.07 - $366.93 $67.5K - $76K
1.61K $561K
AZO
Autozone Inc

Consumer Cyclical
25
+ 32.05%
$3576.14 - $4253.71 $89.4K - $106K
103 $397K
EVRG
Evergy, Inc.

Utilities
791
+ 10.62%
$75.56 - $78.73 $59.8K - $62.3K
8.24K $629K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.97K
+ 5.2%
$39.17 - $40.87 $77.2K - $80.6K
39.9K $1.59M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
940
+ 2.92%
$48.68 - $50.07 $45.8K - $47.1K
33.1K $1.64M
PJAN
Innovator U.S. Equity Power Bu

ETFs
1K
+ 2.19%
$45.42 - $46.3 $45.5K - $46.4K
46.7K $2.15M
TBI
True Blue, Inc.

Industrials
4.79K
+ 17.75%
N/A
31.7K $404K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1.08K
+ 2003.7%
$53.7 - $56.5 $58.1K - $61.1K
1.14K $62K
GNW
Genworth Financial Inc

Financial Services
7.5K
+ 60.38%
$8.32 - $8.94 $62.4K - $67K
19.9K $169K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
1.53K
+ 31.57%
$37.8 - $38.45 $57.8K - $58.8K
6.38K $243K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.45K
+ 4.75%
$70.3 - $73.05 $102K - $106K
31.9K $2.29M
RIO
Rio Tinto PLC

Basic Materials
213
+ 2.17%
$65.44 - $72.58 $13.9K - $15.5K
10K $707K
PNM
Pnm Resources Inc

Utilities
1.4K
+ 19.59%
N/A
8.53K $355K
VTC
Vanguard Scottsdale Fds Total

ETFs
790
+ 15.09%
$77.69 - $79.16 $61.4K - $62.5K
6.03K $468K
WWD
Woodward, Inc.

Industrials
159
+ 7.51%
$246.97 - $274.03 $39.3K - $43.6K
2.28K $593K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
114
+ 0.47%
$36.08 - $39.41 $4.11K - $4.49K
24.4K $958K
FR
First Industrial Realty Trust Inc

Real Estate
634
+ 13.01%
$50.26 - $56.64 $31.9K - $35.9K
5.51K $306K
NYT
New York Times CO

Communication Services
431
+ 9.78%
$54.66 - $64.49 $23.6K - $27.8K
4.84K $309K
SXI
Standex International Corp

Industrials
102
+ 6.75%
$211.13 - $244.87 $21.5K - $25K
1.61K $376K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.27K
+ 17.07%
$37.0 - $39.93 $46.8K - $50.6K
8.68K $337K
COF
Capital One Financial Corp

Financial Services
684
+ 9.61%
$201.01 - $225.01 $137K - $154K
7.8K $1.57M
GPRE
Green Plains Inc.

Basic Materials
3.01K
+ 10.62%
$9.02 - $11.82 $27.1K - $35.6K
31.3K $303K
IJS
Ishares S&P Smallcap 600 Value

ETFs
533
+ 4.59%
$105.91 - $113.18 $56.5K - $60.3K
12.1K $1.34M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.06K
+ 284.37%
$50.85 - $51.0 $53.6K - $53.8K
1.43K $72K
EMHC
Spdr Bloomberg Emerging Market
1.63K
+ 4.07%
$25.12 - $25.8 $41K - $42.1K
41.7K $1.06M
TT
Trane Technologies PLC

Industrials
156
+ 5.45%
$408.5 - $448.65 $63.7K - $70K
3.02K $1.26M
ITM
Vaneck Intermediate Muni ETF

ETFs
1.15K
+ 107.35%
$46.53 - $47.21 $53.7K - $54.5K
2.23K $104K
GDE
Wisdomtree Tr Efficient Gold P

ETFs
917
+ 46.83%
$56.35 - $64.61 $51.7K - $59.2K
2.88K $166K
TMUS
T Mobile Us, Inc.

Communication Services
4.08K
+ 11.6%
$201.01 - $233.26 $820K - $951K
39.2K $8.47M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
1.11K
+ 6.57%
$37.91 - $39.12 $41.9K - $43.2K
17.9K $697K
NSC
Norfolk Southern Corp

Industrials
796
+ 7.49%
$279.53 - $300.15 $223K - $239K
11.4K $3.25M
ISMD
Northern Lts Fd Tr Iv

ETFs
1.81K
+ 18.08%
$37.19 - $39.32 $67.5K - $71.3K
11.8K $441K
SMTC
Semtech Corp

Technology
1.21K
+ 25.73%
$64.42 - $75.27 $78.1K - $91.3K
5.93K $388K
EBC
Eastern Bankshares, Inc.

Financial Services
3.28K
+ 24.68%
$16.73 - $18.86 $54.8K - $61.8K
16.6K $291K
HIG
Hartford Financial Services Group, Inc.

Financial Services
370
+ 14.44%
$122.36 - $133.85 $45.3K - $49.5K
2.93K $392K
HSBC
Hsbc Holdings PLC

Financial Services
696
+ 9.24%
$65.67 - $73.49 $45.7K - $51.1K
8.23K $585K
TSCO
Tractor Supply CO

Consumer Cyclical
1.05K
+ 21.34%
$52.49 - $56.37 $55.2K - $59.3K
5.98K $331K
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.7K
+ 29.13%
$30.55 - $32.35 $52K - $55.1K
7.54K $236K
ETN
Eaton Corp PLC

Industrials
1.33K
+ 6.95%
$352.39 - $387.75 $469K - $516K
20.5K $7.22M
FULT
Fulton Financial Corp

Financial Services
3.68K
+ 20.62%
$16.79 - $18.69 $61.7K - $68.7K
21.5K $382K
ITOT
Ishares Core S&P Total U.S. St

ETFs
238
+ 1.1%
$142.79 - $150.05 $34K - $35.7K
21.9K $3.21M
TRP
Tc Energy Corp

Energy
801
+ 10.5%
$49.79 - $55.23 $39.9K - $44.2K
8.43K $465K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
1.15K
+ 44.52%
$41.77 - $42.6 $47.8K - $48.8K
3.72K $157K
Activity Summary
Buys All Purchases 1534 New Holdings 312 Increased Positions 1222 Sells All Sells 670 Reductions 667 Sold out 3 Options Calls 0 Puts 1
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