Ae Wealth Management LLC Incresed Positions in Q4 2024

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMP
Ameriprise Financial Inc

Financial Services
362
+ 26.78%
$473.15 - $574.01 $171K - $208K
1.71K $912K
PRGS
Progress Software Corp

Technology
4.34K
+ 114.33%
$63.94 - $69.89 $277K - $303K
8.13K $529K
MAS
Masco Corp

Industrials
14.1K
+ 21.4%
$72.52 - $85.73 $1.02M - $1.2M
79.7K $5.78M
EPD
Enterprise Products Partners L.P.

Energy
6K
+ 16.38%
$28.66 - $34.43 $172K - $207K
42.6K $1.34M
DFAE
Dimensional ETF Tr

ETFs
29.3K
+ 12.71%
$25.36 - $28.15 $744K - $826K
260K $6.6M
FPE
First Tr Pfd Secs & Income ETF

ETFs
18.3K
+ 13.45%
$17.65 - $18.18 $324K - $333K
155K $2.74M
ACVF
ETF Opportunities Tr American

ETFs
6.09K
+ 46.05%
$43.12 - $46.1 $263K - $281K
19.3K $844K
CINF
Cincinnati Financial Corp

Financial Services
1.63K
+ 40.7%
$132.86 - $160.16 $216K - $261K
5.63K $808K
FELE
Franklin Electric CO Inc

Industrials
2.83K
+ 144.68%
$95.71 - $110.4 $271K - $312K
4.79K $466K
LII
Lennox International Inc

Industrials
424
+ 74.13%
$589.36 - $678.43 $250K - $288K
996 $606K
ITT
Itt Inc.

Industrials
1.87K
+ 103.43%
$140.12 - $159.62 $262K - $299K
3.68K $525K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
28.2K
+ 13.04%
$26.16 - $29.13 $738K - $822K
245K $6.41M
IXN
Ishares Global Information Tec

ETFs
2.08K
+ 6.9%
$80.67 - $87.84 $168K - $183K
32.2K $2.73M
CRK
Comstock Resources Inc

Energy
3.1K
+ 11.83%
$11.15 - $18.92 $34.5K - $58.6K
29.3K $533K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.32K
+ 29.65%
$110.69 - $154.48 $146K - $203K
5.76K $731K
AXON
Axon Enterprise, Inc.

Industrials
167
+ 23.32%
$399.22 - $689.78 $66.7K - $115K
883 $524K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
6.24K
+ 22.26%
$34.64 - $35.72 $216K - $223K
34.3K $1.21M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
4.79K
+ 23.71%
$41.96 - $43.69 $201K - $209K
25K $1.08M
CL
Colgate Palmolive CO

Consumer Defensive
3.64K
+ 45.2%
$90.22 - $102.31 $328K - $372K
11.7K $1.06M
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
21.9K
+ 35.9%
$10.84 - $11.38 $237K - $249K
82.8K $904K
HES
Hess Corp

Energy
1.73K
+ 71.93%
$127.66 - $148.65 $220K - $257K
4.13K $549K
NTAP
Net App, Inc.

Technology
2.12K
+ 66.86%
$115.31 - $131.11 $244K - $277K
5.28K $613K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
21K
+ 14.54%
$34.13 - $37.35 $716K - $784K
165K $5.64M
ENB
Enbridge Inc

Energy
2.74K
+ 4.89%
$40.4 - $43.92 $111K - $120K
58.8K $2.49M
ECL
Ecolab Inc.

Basic Materials
1.51K
+ 23.35%
$234.32 - $261.43 $353K - $394K
7.96K $1.86M
SCI
Service Corp International

Consumer Cyclical
2.57K
+ 36.0%
$73.36 - $88.6 $189K - $228K
9.72K $776K
MASI
Masimo Corp

Healthcare
872
+ 44.04%
$132.43 - $177.7 $115K - $155K
2.85K $471K
EME
Emcor Group, Inc.

Industrials
372
+ 22.29%
$427.96 - $526.95 $159K - $196K
2.04K $926K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
10.7K
+ 16.41%
$23.63 - $26.47 $252K - $282K
75.7K $1.8M
IRT
Independence Realty Trust, Inc.

Real Estate
11.3K
+ 37.92%
$18.78 - $22.01 $212K - $248K
41K $813K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.91K
+ 9.66%
$58.39 - $67.04 $111K - $128K
21.6K $1.37M
MSI
Motorola Solutions, Inc.

Technology
403
+ 30.48%
$449.08 - $504.6 $181K - $203K
1.73K $797K
ACM
Aecom

Industrials
1.82K
+ 71.44%
$101.97 - $116.97 $186K - $213K
4.37K $466K
DFIV
Dimensional ETF Tr

ETFs
17.8K
+ 10.79%
$34.86 - $37.97 $621K - $677K
183K $6.49M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.99K
+ 15.29%
$106.56 - $113.11 $318K - $338K
22.5K $2.4M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
7.93K
+ 51.87%
$31.31 - $35.01 $248K - $278K
23.2K $726K
RGLD
Royal Gold Inc

Basic Materials
1.6K
+ 94.6%
$131.05 - $154.26 $209K - $246K
3.28K $432K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
8.91K
+ 10.89%
$43.02 - $47.32 $383K - $421K
90.7K $3.92M
AMG
Affiliated Managers Group, Inc.

Financial Services
970
+ 82.06%
$175.77 - $196.52 $170K - $191K
2.15K $397K
RVNU
Xtrackers Municipal Infrastruc

ETFs
9.99K
+ 13.29%
$25.17 - $26.23 $251K - $262K
85.1K $2.15M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
18.2K
+ 4.01%
$28.6 - $29.27 $520K - $532K
471K $13.5M
EHC
Encompass Health Corp

Healthcare
2.12K
+ 82.16%
$92.35 - $103.77 $196K - $220K
4.7K $433K
PRU
Prudential Financial Inc

Financial Services
4.79K
+ 3.16%
$114.59 - $129.52 $548K - $620K
156K $18.5M
PH
Parker Hannifin Corp

Industrials
209
+ 1.92%
$621.74 - $709.46 $130K - $148K
11.1K $7.05M
PECO
Phillips Edison & Company, Inc.

Real Estate
5.02K
+ 12.98%
$35.96 - $39.8 $180K - $200K
43.7K $1.64M
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.1K
+ 32.35%
$46.94 - $51.62 $145K - $160K
12.7K $633K
SJNK
Spdr Bloomberg Short Term High

ETFs
8.97K
+ 9.13%
$25.09 - $25.69 $225K - $230K
107K $2.71M
FTNT
Fortinet, Inc.

Technology
1.19K
+ 36.14%
$76.49 - $99.21 $90.7K - $118K
4.47K $422K
GNTX
Gentex Corp

Consumer Cyclical
6.14K
+ 74.24%
$28.6 - $31.34 $175K - $192K
14.4K $413K
Activity Summary
Buys All Purchases 1630 New Holdings 952 Increased Positions 678 Sells All Sells 480 Reductions 480 Sold out 0 Options Calls 0 Puts 0
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