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
T
At&T Inc.

Communication Services
100K
+ 5.26%
$26.94 - $29.62 $2.7M - $2.97M
2.01M $56.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25.3K
+ 33.87%
$42.67 - $46.91 $1.08M - $1.19M
100K $4.69M
MAS
Masco Corp

Industrials
12K
+ 11.54%
$64.44 - $76.07 $774K - $913K
116K $8.17M
IYF
Ishares Tr

ETFs
9.4K
+ 22.45%
$119.89 - $127.16 $1.13M - $1.2M
51.3K $6.49M
ABT
Abbott Laboratories

Healthcare
11.3K
+ 20.77%
$120.51 - $136.62 $1.36M - $1.54M
65.5K $8.77M
ITW
Illinois Tool Works Inc

Industrials
5.13K
+ 128.37%
$252.31 - $269.41 $1.29M - $1.38M
9.13K $2.38M
OGE
Oge Energy Corp.

Utilities
16.1K
+ 4.72%
$43.46 - $46.27 $698K - $743K
356K $16.5M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
12K
+ 1.39%
$27.49 - $29.67 $329K - $355K
870K $25M
EA
Electronic Arts Inc.

Communication Services
4.7K
+ 45.59%
$147.79 - $202.05 $694K - $949K
15K $3.02M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
29.6K
+ 17.56%
$29.27 - $32.3 $867K - $957K
198K $6.39M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
26.9K
+ 29.24%
$36.04 - $38.78 $970K - $1.04M
119K $4.59M
DIV
Global X Superdividend Us ETF

ETFs
74.4K
+ 7.45%
N/A
1.07M $18.5M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
24.6K
+ 7.81%
$50.05 - $50.36 $1.23M - $1.24M
340K $17.1M
PH
Parker Hannifin Corp

Industrials
707
+ 6.03%
$697.13 - $769.67 $493K - $544K
12.4K $9.42M
IBM
International Business Machines Corp

Technology
8.8K
+ 8.82%
$234.77 - $292.47 $2.07M - $2.57M
109K $30.6M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
51.9K
+ 252.53%
$21.89 - $23.17 $1.14M - $1.2M
72.4K $1.67M
KLAC
Kla Corp

Technology
686
+ 27.03%
$843.9 - $1078.6 $579K - $740K
3.22K $3.48M
FDLO
Fidelity Covington Tr Low Vola

ETFs
14.9K
+ 21.08%
$62.44 - $65.87 $929K - $980K
85.5K $5.63M
VBR
Vanguard Small Cap Value ETF

ETFs
3.06K
+ 7.5%
$195.41 - $212.37 $597K - $649K
43.8K $9.14M
PNW
Pinnacle West Capital Corp

Utilities
12.7K
+ 9.12%
$85.87 - $94.45 $1.09M - $1.2M
152K $13.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
750
+ 4.83%
$103.83 - $179.9 $77.9K - $135K
16.3K $2.91M
CMCSA
Comcast Corp

Communication Services
113K
+ 20.04%
$31.41 - $36.33 $3.56M - $4.11M
678K $21.3M
AVDE
American Centy ETF Tr Avantis

ETFs
12.3K
+ 34.33%
$73.24 - $79.04 $899K - $970K
48K $3.79M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
9.81K
+ 8.36%
$54.9 - $59.81 $539K - $587K
127K $7.58M
LEN
Lennar Corp

Consumer Cyclical
7.81K
+ 86.2%
$107.73 - $142.4 $841K - $1.11M
16.9K $2.13M
ATR
Aptargroup, Inc.

Healthcare
40.7K
+ 21.45%
$130.82 - $161.82 $5.33M - $6.59M
231K $30.8M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
42.3K
+ 503.71%
$25.83 - $26.47 $1.09M - $1.12M
50.6K $1.33M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.14K
+ 10.87%
$164.63 - $174.58 $682K - $723K
42.3K $7.38M
IP
International Paper CO

Consumer Cyclical
26.1K
+ 8.54%
$45.32 - $55.68 $1.18M - $1.46M
332K $15.4M
STX
Seagate Technology Holdings PLC

Technology
479
+ 4.59%
$142.01 - $236.06 $68K - $113K
10.9K $2.57M
SLV
I Shares Silver Trust

ETFs
13.5K
+ 26.01%
$32.73 - $42.5 $441K - $572K
65.2K $2.76M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11.5K
+ 15.31%
$91.44 - $91.77 $1.05M - $1.06M
86.9K $7.97M
XLRE
Select Sector Spdr Tr Real Est

ETFs
20.8K
+ 8.84%
$40.94 - $42.85 $852K - $892K
256K $10.8M
FNF
Fidelity National Financial, Inc.

Financial Services
7.6K
+ 5.95%
$51.22 - $61.07 $389K - $464K
135K $8.18M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
42.9K
+ 12.92%
$23.53 - $23.75 $1.01M - $1.02M
375K $8.84M
CDNS
Cadence Design Systems Inc

Technology
1.63K
+ 16.16%
$309.46 - $373.37 $505K - $609K
11.7K $4.12M
VGLT
Vanguard Long Term Treasury Et

ETFs
14.8K
+ 6.71%
$54.21 - $57.41 $801K - $849K
235K $13.4M
PAYX
Paychex Inc

Industrials
8.39K
+ 222.35%
$126.69 - $147.99 $1.06M - $1.24M
12.2K $1.54M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
17.3K
+ 16.51%
$39.51 - $42.64 $682K - $736K
122K $5.11M
PCAR
Paccar Inc

Industrials
8.93K
+ 29.13%
$92.91 - $102.86 $830K - $919K
39.6K $3.89M
JBBB
Janus Detroit Str Tr Henderson

ETFs
20.3K
+ 16.24%
$48.04 - $48.61 $976K - $988K
145K $7.01M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
37.8K
+ 10.24%
$22.9 - $23.58 $866K - $892K
407K $9.56M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
25.1K
+ 5.12%
$28.95 - $29.73 $726K - $746K
515K $15.3M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
9.78K
+ 10.54%
$72.91 - $77.23 $713K - $755K
103K $7.83M
GILD
Gilead Sciences, Inc.

Healthcare
8.55K
+ 24.22%
$108.22 - $120.47 $926K - $1.03M
43.9K $4.87M
QINT
American Centy ETF Tr Quality

ETFs
13.5K
+ 35.11%
$57.39 - $61.48 $776K - $831K
52K $3.19M
XLB
Select Sector Spdr Fd Material

ETFs
8.35K
+ 7.7%
$86.72 - $92.61 $724K - $773K
117K $10.5M
ADP
Automatic Data Processing Inc

Industrials
4.03K
+ 23.9%
$288.69 - $310.94 $1.16M - $1.25M
20.9K $6.13M
VO
Vanguard Mid Cap ETF

ETFs
2.66K
+ 25.21%
$279.83 - $293.74 $745K - $782K
13.2K $3.88M
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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