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
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.52K
+ 33.96%
N/A
5.99K $142K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
357
+ 6.16%
$38.94 - $47.57 $13.9K - $17K
6.15K $264K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.6K
+ 3.24%
$26.75 - $27.15 $42.7K - $43.3K
50.8K $1.36M
SFBS
Servis First Bancshares, Inc.

Financial Services
862
+ 32.25%
$68.87 - $82.36 $59.4K - $71K
3.54K $251K
VDE
Vanguard Energy ETF

ETFs
12
+ 0.12%
$120.37 - $129.34 $1.44K - $1.55K
9.74K $1.26M
AVES
American Centy ETF Tr Avantis

ETFs
589
+ 414.79%
$55.32 - $58.99 $32.6K - $34.7K
731 $43K
CCI
Crown Castle International Corp

Real Estate
872
+ 11.79%
$87.81 - $98.87 $76.6K - $86.2K
8.27K $748K
EXPO
Exponent Inc

Industrials
477
+ 16.13%
$65.27 - $73.66 $31.1K - $35.1K
3.44K $240K
NDAQ
Nasdaq, Inc.

Financial Services
1.28K
+ 2.3%
$85.42 - $91.4 $110K - $117K
57.1K $4.97M
WPC
W. P. Carey Inc.

Real Estate
495
+ 4.69%
$65.26 - $69.2 $32.3K - $34.3K
11K $747K
HUM
Humana Inc

Healthcare
231
+ 25.08%
$236.74 - $298.04 $54.7K - $68.8K
1.15K $273K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
487
+ 125.19%
$67.62 - $70.2 $32.9K - $34.2K
876 $60K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
64
+ 2.4%
$131.16 - $141.71 $8.39K - $9.07K
2.73K $385K
STAG
Stag Industrial, Inc.

Real Estate
45
+ 0.45%
$35.5 - $39.43 $1.6K - $1.77K
10.1K $389K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
1.1K
+ 43.95%
$28.53 - $29.4 $31.3K - $32.2K
3.59K $105K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
699
+ 11.04%
$57.01 - $66.57 $39.8K - $46.5K
7.03K $400K
SWX
Southwest Gas Holdings, Inc.

Utilities
303
+ 10.09%
$77.23 - $82.34 $23.4K - $24.9K
3.31K $268K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
895
+ 34.07%
$31.28 - $33.46 $28K - $29.9K
3.52K $116K
EMLP
First Tr Exchange Traded Iv

ETFs
787
+ 15.1%
$37.38 - $38.54 $29.4K - $30.3K
6K $231K
FLNG
Flex Lng Ltd.

Energy
799
+ 8.63%
$24.35 - $26.94 $19.5K - $21.5K
10.1K $265K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
359
+ 62.87%
$85.48 - $88.89 $30.7K - $31.9K
930 $81K
MC
Moelis & CO

Financial Services
951
+ 26.62%
$62.14 - $72.09 $59.1K - $68.6K
4.52K $286K
EBND
Spdr Bloomberg Emerging Market

ETFs
1.55K
+ 12.21%
$21.1 - $21.41 $32.6K - $33.1K
14.2K $302K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
592
+ 9.93%
$47.55 - $48.22 $28.1K - $28.5K
6.55K $314K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
707
+ 30.97%
$40.65 - $43.85 $28.7K - $31K
2.99K $125K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
1.47K
+ 8.67%
$20.02 - $20.12 $29.4K - $29.6K
18.4K $370K
FELE
Franklin Electric CO Inc

Industrials
408
+ 10.87%
$91.76 - $99.27 $37.4K - $40.5K
4.16K $387K
IBHG
Ishares Tr Ibonds 2027 Term Hi
1.69K
+ 4.0%
$22.27 - $22.52 $37.7K - $38.1K
44K $982K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.32K
+ 201.98%
$22.43 - $22.55 $29.7K - $29.8K
1.98K $44K
AME
Ametek Inc

Industrials
98
+ 5.06%
$179.28 - $202.11 $17.6K - $19.8K
2.04K $393K
CELH
Celsius Holdings, Inc.

Consumer Defensive
2.09K
+ 50.39%
$41.52 - $64.86 $86.8K - $136K
6.24K $267K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
524
+ 29.42%
$46.45 - $49.01 $24.3K - $25.7K
2.31K $111K
FXO
First Tr Exchange Traded Fd Fi

ETFs
537
+ 30.48%
$55.79 - $59.43 $30K - $31.9K
2.3K $133K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
1.74K
+ 9.08%
$10.78 - $12.9 $18.8K - $22.5K
20.9K $258K
SLVP
Ishares Msci Global Silver And

ETFs
1.04K
+ 44.68%
$24.72 - $31.29 $25.6K - $32.4K
3.36K $92K
AEE
Ameren Corp

Utilities
241
+ 5.5%
$101.28 - $105.72 $24.4K - $25.5K
4.63K $485K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
266
+ 72.28%
$106.25 - $112.78 $28.3K - $30K
634 $68K
CNA
Cna Financial Corp

Financial Services
633
+ 3.84%
$44.05 - $47.08 $27.9K - $29.8K
17.1K $792K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
230
+ 8.9%
$44.95 - $52.86 $10.3K - $12.2K
2.81K $139K
MOTI
Vaneck Morningstar Internation

ETFs
714
+ 1785.0%
$37.24 - $38.97 $26.6K - $27.8K
754 $28K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
4.29K
+ 6.34%
$8.11 - $8.48 $34.8K - $36.3K
71.9K $585K
EWY
Ishares Inc Msci South Korea E

ETFs
262
+ 727.78%
$80.72 - $100.78 $21.1K - $26.4K
298 $28K
IGRO
Ishares Tr International Divid

ETFs
317
+ 546.55%
$78.71 - $81.58 $25K - $25.9K
375 $30K
ALV
Autoliv Inc

Consumer Cyclical
269
+ 9.93%
$115.59 - $128.01 $31.1K - $34.4K
2.98K $359K
ET
Energy Transfer LP

Energy
2.38K
+ 2.36%
$16.29 - $17.01 $38.8K - $40.6K
103K $1.76M
FXN
First Tr Exchange Traded Fd Fi

ETFs
1.15K
+ 7.62%
$15.32 - $16.7 $17.7K - $19.3K
16.3K $271K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
643
+ 20.87%
$38.95 - $39.72 $25K - $25.5K
3.72K $146K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
364
+ 8.81%
$60.19 - $64.12 $21.9K - $23.3K
4.49K $274K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
1.01K
+ 53.32%
$24.09 - $24.41 $24.4K - $24.7K
2.91K $70K
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
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