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
SO
Southern CO

Utilities
1.25K
+ 1.81%
$90.58 - $99.72 $113K - $125K
70.3K $6.37M
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.07K
+ 6.29%
$55.57 - $63.17 $282K - $320K
85.7K $4.76M
DD
Du Pont De Nemours, Inc.

Basic Materials
661
+ 7.29%
$34.69 - $82.16 $22.9K - $54.3K
9.73K $386K
ADP
Automatic Data Processing Inc

Industrials
2.27K
+ 10.84%
$250.9 - $292.94 $568K - $664K
23.2K $5.81M
AJG
Arthur J. Gallagher & Co.

Financial Services
24
+ 0.35%
$242.98 - $310.48 $5.83K - $7.45K
6.81K $1.76M
SYY
Sysco Corp

Consumer Defensive
2.81K
+ 3.53%
$72.9 - $83.27 $205K - $234K
82.4K $6.16M
USB
Us Bancorp \De\

Financial Services
22.2K
+ 4.43%
$45.28 - $48.26 $1M - $1.07M
523K $23.8M
MAS
Masco Corp

Industrials
13.5K
+ 11.65%
$59.36 - $71.0 $803K - $960K
130K $7.69M
FITB
Fifth Third Bancorp

Financial Services
4.95K
+ 1.42%
$40.36 - $44.41 $200K - $220K
353K $15M
GPC
Genuine Parts CO

Consumer Cyclical
9.82K
+ 6.39%
$122.69 - $140.39 $1.2M - $1.38M
163K $20.8M
HPQ
Hp Inc

Technology
36.9K
+ 6.45%
$24.53 - $28.61 $906K - $1.06M
610K $15M
PRCH
Porch Group, Inc.

Technology
7.95K
+ 6.81%
$10.17 - $17.24 $80.8K - $137K
125K $1.28M
OMC
Omnicom Group Inc.

Communication Services
25.3K
+ 8.72%
$72.23 - $81.23 $1.83M - $2.05M
315K $22.8M
SWKS
Skyworks Solutions, Inc.

Technology
9.81K
+ 5.07%
$66.6 - $80.26 $654K - $788K
203K $13.5M
IP
International Paper CO

Consumer Cyclical
42.5K
+ 12.8%
$36.32 - $49.1 $1.55M - $2.09M
375K $14M
PLTR
Palantir Technologies Inc.

Technology
14.8K
+ 2.98%
$172.14 - $207.18 $2.55M - $3.06M
511K $88.9M
HBAN
Huntington Bancshares Inc

Financial Services
31.9K
+ 1.9%
$15.16 - $17.21 $484K - $549K
1.71M $26.9M
NFLX
Netflix Inc

Communication Services
431K
+ 898.93%
$110.29 - $1241.35 $47.5M - $535M
479K $52.8M
ORCL
Oracle Corp

Technology
30.6K
+ 14.98%
$217.57 - $313.0 $6.66M - $9.58M
235K $51.7M
TSLA
Tesla, Inc.

Consumer Cyclical
5.09K
+ 2.07%
$401.99 - $468.37 $2.05M - $2.39M
252K $103M
META
Meta Platforms, Inc.

Communication Services
36.4K
+ 11.69%
$609.01 - $751.67 $22.2M - $27.3M
348K $212M
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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