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
BAC
Bank Of America Corp

Financial Services
93.3K
+ 10.83%
$44.92 - $52.42 $4.19M - $4.89M
955K $49.2M
META
Meta Platforms, Inc.

Communication Services
13.1K
+ 4.38%
$695.21 - $791.73 $9.07M - $10.3M
311K $229M
GE
General Electric CO

Industrials
11.9K
+ 10.65%
$244.75 - $305.63 $2.91M - $3.63M
123K $37.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
161K
+ 7.15%
$50.53 - $50.82 $8.15M - $8.2M
2.42M $123M
TLT
Ishares Barclays 20+ Year Trea

ETFs
88.6K
+ 80.71%
$85.01 - $90.35 $7.54M - $8.01M
198K $17.7M
IEMG
Ishares Inc

ETFs
150K
+ 9.38%
N/A
1.75M $93.8M
WTS
Watts Water Technologies Inc

Industrials
13.6K
+ 10.94%
$247.02 - $285.86 $3.37M - $3.9M
138K $38.6M
IVE
Ishares S&P 500 Value ETF

ETFs
24.7K
+ 9.82%
$194.44 - $206.51 $4.81M - $5.11M
277K $57.1M
INTC
Intel Corp

Technology
20.1K
+ 3.15%
$19.31 - $35.5 $388K - $713K
657K $22M
AVSC
American Centy ETF Tr Avantis
87.6K
+ 18.79%
$51.33 - $58.63 $4.5M - $5.14M
554K $31.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
73.5K
+ 8.64%
$100.16 - $100.7 $7.36M - $7.4M
924K $93M
CINF
Cincinnati Financial Corp

Financial Services
46.8K
+ 1102.76%
$145.8 - $158.1 $6.82M - $7.39M
51K $8.06M
GLDM
World Gold Trust

ETFs
71.8K
+ 42.39%
$64.73 - $76.45 $4.65M - $5.49M
241K $18.5M
WFC
Wells Fargo & Company

Financial Services
66.7K
+ 15.77%
$77.05 - $85.16 $5.14M - $5.68M
490K $41M
GOOG
Alphabet Inc.

Communication Services
4.79K
+ 5.41%
$175.16 - $255.24 $840K - $1.22M
93.4K $22.7M
MBB
Ishares Tr

ETFs
65.9K
+ 13.99%
$92.46 - $95.73 $6.09M - $6.3M
537K $51.1M
R
Ryder System Inc

Industrials
16.7K
+ 13.45%
$168.66 - $189.57 $2.82M - $3.17M
141K $26.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.61K
+ 7.93%
$546.99 - $602.2 $3.07M - $3.38M
76.3K $45.8M
VUG
Vanguard Growth ETF

ETFs
6.51K
+ 7.54%
$433.97 - $484.08 $2.83M - $3.15M
92.9K $44.6M
SIVR
Abrdn Silver ETF Trust

ETFs
144K
+ 854.9%
$34.34 - $44.62 $4.96M - $6.45M
161K $7.18M
PEP
Pepsico Inc

Consumer Defensive
34.2K
+ 16.4%
$133.81 - $152.16 $4.57M - $5.2M
242K $34M
HD
Home Depot, Inc.

Consumer Cyclical
4.18K
+ 3.35%
$357.4 - $423.42 $1.49M - $1.77M
129K $52.2M
IWX
Ishares Tr Russell 200 Value E

ETFs
30.6K
+ 3.0%
$83.04 - $87.88 $2.54M - $2.69M
1.05M $92.1M
FREL
Fidelity Covington Tr Msci Rea

ETFs
196K
+ 18.92%
$26.84 - $28.32 $5.27M - $5.56M
1.23M $34.3M
VZ
Verizon Communications Inc

Communication Services
126K
+ 11.85%
$40.84 - $45.06 $5.13M - $5.66M
1.19M $52.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.36K
+ 0.71%
$182.33 - $194.5 $613K - $654K
477K $92.8M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
289K
+ 144.29%
$20.0 - $20.97 $5.77M - $6.05M
489K $10.1M
MO
Altria Group, Inc.

Consumer Defensive
16.3K
+ 2.53%
$57.75 - $67.68 $942K - $1.1M
661K $43.7M
TJX
Tjx Companies Inc

Consumer Cyclical
7.68K
+ 3.47%
$121.35 - $144.54 $932K - $1.11M
229K $33M
SCHW
Schwab Charles Corp

Financial Services
56.6K
+ 130.97%
$91.03 - $98.69 $5.15M - $5.59M
99.8K $9.53M
AMGN
Amgen Inc

Healthcare
18.8K
+ 20.56%
$271.18 - $309.22 $5.1M - $5.81M
110K $31.1M
IAUM
I Shares Gold Trust Micro

ETFs
74.6K
+ 16.59%
$32.6 - $38.5 $2.43M - $2.87M
524K $20.2M
COP
Conocophillips

Energy
53.6K
+ 107.51%
$91.0 - $98.99 $4.88M - $5.3M
103K $9.78M
V
Visa Inc.

Financial Services
24.5K
+ 10.96%
$332.09 - $358.86 $8.12M - $8.78M
248K $84.6M
SYY
Sysco Corp

Consumer Defensive
60.7K
+ 320.91%
$76.33 - $82.51 $4.63M - $5.01M
79.6K $6.55M
QCOM
Qualcomm Inc

Technology
26.3K
+ 25.52%
$145.84 - $173.55 $3.84M - $4.57M
129K $21.5M
MUB
Ishares National Muni Bond ETF

ETFs
41K
+ 11.48%
$103.24 - $106.68 $4.23M - $4.37M
398K $42.3M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
78K
+ 7.76%
$48.06 - $50.98 $3.75M - $3.98M
1.08M $54.7M
XLG
Invesco Exchange Traded Fd Tr

ETFs
74.3K
+ 58.74%
$51.78 - $57.89 $3.85M - $4.3M
201K $11.5M
SKOR
Flexshares Tr Credit Scored Us

ETFs
90.9K
+ 9.01%
$48.34 - $49.39 $4.39M - $4.49M
1.1M $54.2M
COST
Costco Wholesale Corp

Consumer Defensive
7.51K
+ 21.69%
$915.95 - $994.57 $6.88M - $7.47M
42.1K $39M
IWR
Ishares Russell Mid Cap ETF

ETFs
36K
+ 14.34%
$92.26 - $97.51 $3.32M - $3.51M
287K $27.7M
UNH
Unitedhealth Group Inc

Healthcare
1.94K
+ 1.65%
$237.77 - $353.61 $461K - $685K
120K $41.3M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
133K
+ 8.27%
$28.77 - $29.79 $3.82M - $3.95M
1.74M $51.5M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
75.6K
+ 1326.93%
$59.81 - $60.11 $4.52M - $4.55M
81.3K $4.87M
EGP
Eastgroup Properties Inc

Real Estate
24.9K
+ 19.53%
$159.46 - $169.88 $3.97M - $4.23M
152K $25.8M
LEU
Centrus Energy Corp

Energy
5.25K
+ 23.91%
$166.58 - $315.62 $875K - $1.66M
27.2K $8.44M
OMC
Omnicom Group Inc.

Communication Services
20.1K
+ 7.46%
$70.41 - $81.53 $1.42M - $1.64M
290K $23.7M
EIX
Edison International

Utilities
43.9K
+ 9.1%
$50.42 - $56.35 $2.21M - $2.48M
526K $29.1M
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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