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
VGIT
Vanguard Intermediate Term Tre

ETFs
69K
+ 85.04%
$58.97 - $60.36 $4.07M - $4.17M
150K $9.02M
VTI
Vanguard Total Stock Market Et

ETFs
9.99K
+ 28.43%
$303.93 - $329.86 $3.04M - $3.29M
45.1K $14.8M
XLC
Select Sector Spdr Tr Communic

ETFs
15.2K
+ 6.5%
$105.99 - $119.41 $1.61M - $1.81M
249K $29.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
49.9K
+ 75.61%
$78.11 - $79.07 $3.9M - $3.95M
116K $9.14M
UBER
Uber Technologies, Inc

Technology
27.1K
+ 9.86%
$86.91 - $99.57 $2.35M - $2.7M
302K $29.6M
GPC
Genuine Parts CO

Consumer Cyclical
10.1K
+ 7.06%
$122.23 - $142.77 $1.24M - $1.44M
154K $21.3M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
180K
+ 20.81%
$22.78 - $23.33 $4.09M - $4.19M
1.04M $23.9M
IHDG
Wisdomtree Tr

ETFs
72K
+ 22.06%
$43.81 - $46.31 $3.15M - $3.33M
398K $18.3M
HOOD
Robinhood Markets, Inc.

Technology
1.98K
+ 2.94%
$91.27 - $143.18 $181K - $283K
69.3K $9.92M
D
Dominion Energy, Inc

Utilities
30.5K
+ 8.13%
$56.32 - $62.1 $1.72M - $1.9M
406K $24.8M
GGG
Graco Inc

Industrials
44.4K
+ 17.37%
$82.58 - $88.81 $3.67M - $3.94M
300K $25.5M
F
Ford Motor CO

Consumer Cyclical
111K
+ 5.73%
$10.82 - $12.09 $1.2M - $1.34M
2.04M $24.4M
EXC
Exelon Corp

Utilities
44K
+ 4.82%
$42.73 - $45.54 $1.88M - $2M
957K $43.1M
CAT
Caterpillar Inc

Industrials
3.16K
+ 15.89%
$390.92 - $477.15 $1.23M - $1.51M
23K $11M
FE
Firstenergy Corp

Utilities
27.6K
+ 7.96%
$39.76 - $45.82 $1.1M - $1.26M
374K $17.2M
PFE
Pfizer Inc

Healthcare
65.7K
+ 5.6%
$23.29 - $25.88 $1.53M - $1.7M
1.24M $31.6M
VTV
Vanguard Value ETF

ETFs
12.1K
+ 14.11%
$175.51 - $186.57 $2.12M - $2.26M
97.9K $18.2M
TROW
Price T Rowe Group Inc

Financial Services
15.1K
+ 6.14%
$98.67 - $111.52 $1.49M - $1.68M
260K $26.7M
RF
Regions Financial Corp

Financial Services
25.1K
+ 3.06%
$24.03 - $27.41 $602K - $687K
845K $22.3M
IWS
Ishares Russell Midcap Value E

ETFs
1.54K
+ 0.42%
$132.83 - $140.61 $205K - $217K
367K $51.3M
NEM
Newmont Corp

Basic Materials
9.26K
+ 11.29%
$57.35 - $85.25 $531K - $790K
91.3K $7.7M
XLE
Energy Sector Spdr

ETFs
23K
+ 12.2%
$84.25 - $91.99 $1.94M - $2.12M
212K $18.9M
PHM
Pultegroup Inc

Consumer Cyclical
688
+ 0.67%
$108.0 - $141.42 $74.3K - $97.3K
104K $13.7M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
61.9K
+ 17.75%
$30.8 - $37.14 $1.91M - $2.3M
411K $14M
ADM
Archer Daniels Midland CO

Consumer Defensive
2.92K
+ 0.79%
$53.54 - $64.21 $156K - $188K
373K $22.3M
CSX
Csx Corp

Industrials
18.8K
+ 2.6%
$32.05 - $36.52 $601K - $685K
739K $26.2M
KEY
Keycorp

Financial Services
59.2K
+ 4.6%
$17.37 - $19.39 $1.03M - $1.15M
1.35M $25.2M
CLOI
Vaneck ETF Tr

ETFs
50.8K
+ 28.83%
$52.8 - $53.1 $2.68M - $2.7M
227K $12.1M
OMFL
Invesco Exchange Traded Self I

ETFs
44.5K
+ 1810.57%
$57.41 - $60.45 $2.56M - $2.69M
47K $2.83M
CVS
Cvs Health Corp

Healthcare
15K
+ 6.19%
$58.75 - $76.5 $880K - $1.15M
257K $19.4M
MGC
Vanguard Mega Cap ETF

ETFs
10.9K
+ 985.97%
$224.2 - $245.55 $2.44M - $2.68M
12K $2.93M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.4K
+ 4.32%
$132.9 - $142.03 $1.12M - $1.19M
203K $28.6M
USB
Us Bancorp \De\

Financial Services
24.8K
+ 5.21%
$43.94 - $50.41 $1.09M - $1.25M
501K $24.2M
FTI
Technip Fmc PLC

Energy
50.6K
+ 38.04%
$32.19 - $40.89 $1.63M - $2.07M
184K $7.24M
MNST
Monster Beverage Corp

Consumer Defensive
26.5K
+ 14.82%
$58.65 - $67.31 $1.55M - $1.78M
205K $13.8M
WEC
Wec Energy Group, Inc.

Utilities
7.97K
+ 4.87%
$103.66 - $114.59 $826K - $913K
172K $19.7M
BBY
Best Buy CO Inc

Consumer Cyclical
15.3K
+ 8.92%
$64.12 - $78.46 $980K - $1.2M
187K $14.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
52.7K
+ 35.06%
$39.8 - $42.86 $2.1M - $2.26M
203K $8.69M
VGSH
Vanguard

ETFs
42.9K
+ 5.19%
$58.43 - $58.88 $2.5M - $2.52M
869K $51.2M
BNDX
Vanguard Total International B

ETFs
51.9K
+ 31.81%
$49.0 - $49.51 $2.55M - $2.57M
215K $10.6M
AEP
American Electric Power CO Inc

Utilities
9.98K
+ 6.08%
$103.26 - $115.0 $1.03M - $1.15M
174K $19.6M
APP
App Lovin Corp

Technology
1.1K
+ 23.19%
$335.1 - $718.54 $368K - $788K
5.83K $4.19M
ADI
Analog Devices Inc

Technology
9.17K
+ 26.39%
$220.68 - $255.63 $2.02M - $2.35M
43.9K $10.8M
SO
Southern CO

Utilities
25.1K
+ 57.08%
$90.83 - $96.0 $2.28M - $2.41M
69.1K $6.55M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
36.6K
+ 13.48%
$50.02 - $53.28 $1.83M - $1.95M
308K $16.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
20.4K
+ 13.2%
$117.65 - $120.08 $2.39M - $2.44M
175K $20.9M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
50.9K
+ 17872.63%
$47.87 - $49.04 $2.44M - $2.5M
51.2K $2.5M
MRK
Merck & Co., Inc.

Healthcare
15.4K
+ 6.43%
$77.6 - $87.37 $1.19M - $1.35M
255K $21.4M
AVEM
American Centy ETF Tr Avantis

ETFs
31.5K
+ 678.08%
$68.33 - $75.41 $2.15M - $2.38M
36.1K $2.71M
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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