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
IEF
Ishares Barclays

ETFs
24.5K
+ 95.93%
$93.91 - $97.26 $2.3M - $2.38M
50.1K $4.83M
CRWD
Crowd Strike Holdings, Inc.

Technology
5.33K
+ 37.87%
$412.46 - $514.1 $2.2M - $2.74M
19.4K $9.52M
EBAY
Ebay Inc

Consumer Cyclical
8.47K
+ 9.11%
$75.33 - $100.77 $638K - $853K
101K $9.23M
TFC
Truist Financial Corp

Financial Services
20.1K
+ 4.07%
$42.83 - $47.07 $862K - $948K
514K $23.5M
DUK
Duke Energy Corp

Utilities
16.8K
+ 51.93%
$116.31 - $125.93 $1.95M - $2.11M
49.1K $6.07M
HBAN
Huntington Bancshares Inc

Financial Services
83K
+ 5.21%
$15.87 - $17.88 $1.32M - $1.48M
1.68M $29M
PPL
Ppl Corp

Utilities
21.8K
+ 5.0%
$33.54 - $37.24 $732K - $812K
458K $17M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3.2K
+ 6.44%
$96.73 - $137.09 $309K - $439K
52.9K $7M
IAU
Ishares Gold Trust

ETFs
23K
+ 46.2%
$61.62 - $72.77 $1.42M - $1.67M
72.8K $5.3M
TXN
Texas Instruments Inc

Technology
11.2K
+ 19.24%
N/A
69.5K $13.5M
IDU
Ishares Tr U S Utils ETF

ETFs
14.3K
+ 17.45%
$103.7 - $111.17 $1.48M - $1.58M
95.9K $10.6M
MRVL
Marvell Technology, Inc.

Technology
19.4K
+ 27.7%
$62.31 - $84.07 $1.21M - $1.63M
89.3K $7.51M
BMY
Bristol Myers Squibb CO

Healthcare
51.3K
+ 20.26%
$43.31 - $48.98 $2.22M - $2.51M
305K $13.7M
HPQ
Hp Inc

Technology
16.6K
+ 2.98%
$24.45 - $29.35 $405K - $486K
573K $15.6M
TMUS
T Mobile Us, Inc.

Communication Services
8.14K
+ 30.13%
$226.02 - $259.01 $1.84M - $2.11M
35.2K $8.42M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
56.3K
+ 713.55%
$33.4 - $34.78 $1.88M - $1.96M
64.2K $2.23M
ZTS
Zoetis Inc.

Healthcare
17.8K
+ 26.71%
$141.13 - $159.19 $2.51M - $2.83M
84.4K $12.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
35.6K
+ 50.45%
$42.26 - $47.16 $1.51M - $1.68M
106K $4.92M
CMS
Cms Energy Corp

Utilities
13.5K
+ 5.84%
$69.37 - $74.67 $935K - $1.01M
244K $17.9M
RDVY
First Trust Rising Dividend Ac

ETFs
23.4K
+ 33.49%
$62.38 - $67.29 $1.46M - $1.58M
93.4K $6.28M
BALT
Innovator Etfs Tr
46.4K
+ 9.39%
$32.11 - $32.82 $1.49M - $1.52M
541K $17.7M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
47.2K
+ 25.15%
$31.79 - $33.42 $1.5M - $1.58M
235K $7.86M
HYG
Ishares Tr

ETFs
22.5K
+ 330.16%
$79.85 - $81.32 $1.8M - $1.83M
29.4K $2.38M
FITB
Fifth Third Bancorp

Financial Services
15.6K
+ 4.7%
$40.91 - $46.28 $639K - $723K
348K $15.5M
DTE
Dte Energy CO

Utilities
5.66K
+ 5.01%
$130.26 - $141.49 $737K - $801K
119K $16.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
16.1K
+ 264.96%
$107.66 - $112.36 $1.73M - $1.81M
22.2K $2.47M
CMBS
Ishares Cmbs ETF

ETFs
33.5K
+ 8.43%
$48.14 - $49.26 $1.61M - $1.65M
432K $21.2M
YUM
Yum Brands Inc

Consumer Cyclical
7.53K
+ 4.85%
$139.5 - $153.94 $1.05M - $1.16M
163K $24.8M
WDIV
Spdr S&P Global Dividend ETF

ETFs
13.9K
+ 4.31%
$70.16 - $73.96 $977K - $1.03M
337K $24.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
25K
+ 7.45%
$28.92 - $32.19 $724K - $806K
361K $11.5M
KKR
Kkr & Co. Inc.

Financial Services
15.2K
+ 17.0%
$129.95 - $152.16 $1.98M - $2.31M
105K $13.6M
NEE
Nextera Energy Inc

Utilities
9.97K
+ 6.4%
$69.77 - $77.54 $695K - $773K
166K $12.5M
CMI
Cummins Inc

Industrials
529
+ 3.42%
$327.85 - $426.39 $173K - $226K
16K $6.75M
PFG
Principal Financial Group Inc

Financial Services
13.8K
+ 8.79%
$75.53 - $82.95 $1.04M - $1.14M
171K $14.2M
PANW
Palo Alto Networks Inc

Technology
8.23K
+ 26.32%
$167.06 - $208.19 $1.38M - $1.71M
39.5K $8.05M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
30.4K
+ 6.73%
$45.6 - $46.92 $1.39M - $1.43M
482K $22.5M
VEA
Vanguard Ftse Developed Market

ETFs
18K
+ 9.45%
$56.02 - $60.3 $1.01M - $1.09M
209K $12.5M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
13.4K
+ 91.38%
$107.5 - $115.86 $1.44M - $1.55M
28K $3.21M
ADBE
Adobe Inc.

Technology
7.6K
+ 24.04%
$333.65 - $392.1 $2.53M - $2.98M
39.2K $13.8M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
30.6K
+ 15.91%
$50.85 - $51.35 $1.56M - $1.57M
223K $11.4M
LDOS
Leidos Holdings, Inc.

Technology
1.67K
+ 4.09%
$159.2 - $188.96 $265K - $315K
42.3K $8M
CNP
Centerpoint Energy Inc

Utilities
15.8K
+ 3.35%
$35.77 - $39.16 $564K - $617K
487K $18.9M
NSC
Norfolk Southern Corp

Industrials
4.24K
+ 66.28%
$259.49 - $300.41 $1.1M - $1.27M
10.6K $3.19M
UTHR
United Therapeutics Corp

Healthcare
3.42K
+ 396.3%
$274.7 - $438.75 $941K - $1.5M
4.29K $1.8M
SWKS
Skyworks Solutions, Inc.

Technology
14K
+ 7.8%
$67.52 - $82.97 $946K - $1.16M
194K $14.9M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
16.2K
+ 10.8%
$61.56 - $66.95 $995K - $1.08M
166K $11.1M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
53.5K
+ 121.36%
$26.88 - $27.78 $1.44M - $1.49M
97.5K $2.71M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
64.4K
+ 194.91%
$23.09 - $23.43 $1.49M - $1.51M
97.4K $2.28M
NI
Nisource Inc.

Utilities
21.6K
+ 11.32%
$39.0 - $43.33 $843K - $937K
213K $9.21M
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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