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
NOC
Northrop Grumman Corp

Industrials
1.07K
+ 43.57%
$498.9 - $609.32 $534K - $652K
3.53K $2.15M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
8.85K
+ 169.45%
$98.52 - $103.93 $872K - $919K
14.1K $1.45M
CCL
Carnival Corp

Consumer Cyclical
30.9K
+ 123.16%
$28.37 - $32.49 $876K - $1M
55.9K $1.62M
AMP
Ameriprise Financial Inc

Financial Services
2.02K
+ 104.23%
$486.13 - $544.55 $983K - $1.1M
3.96K $1.95M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.73K
+ 24.79%
$108.46 - $120.63 $622K - $692K
28.9K $3.43M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
15K
+ 91.03%
$47.75 - $54.24 $715K - $812K
31.4K $1.69M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
20.6K
+ 666.85%
$42.75 - $43.37 $880K - $893K
23.7K $1.02M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
18.1K
+ 17.85%
$35.04 - $37.72 $632K - $681K
119K $4.48M
CWB
Spdr Bloomberg Convertible Sec

ETFs
8.68K
+ 65.9%
$82.29 - $90.77 $714K - $788K
21.9K $1.98M
VGT
Vanguard Information Technolog

ETFs
87
+ 0.9%
$656.44 - $753.15 $57.1K - $65.5K
9.78K $7.3M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.37K
+ 52.07%
$534.91 - $598.71 $733K - $821K
4K $2.25M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
16.8K
+ 5.8%
$37.98 - $39.81 $637K - $668K
306K $11.9M
KD
Kyndryl Holdings, Inc.

Technology
30.7K
+ 580.09%
$28.94 - $43.41 $889K - $1.33M
36K $1.08M
DIS
Walt Disney CO

Communication Services
22.2K
+ 12.5%
$112.25 - $124.0 $2.49M - $2.75M
200K $22.8M
LOW
Lowes Companies Inc

Consumer Cyclical
1.47K
+ 9.34%
$215.01 - $273.02 $317K - $402K
17.2K $4.33M
SCHX
Schwab Strategic Tr Us Large C

ETFs
26.6K
+ 39.42%
$24.46 - $26.5 $650K - $704K
94K $2.47M
EMB
Ishares Tr

ETFs
7.21K
+ 13.52%
$91.52 - $95.59 $660K - $689K
60.5K $5.76M
WDAY
Workday, Inc.

Technology
3.33K
+ 25.25%
$213.69 - $247.69 $712K - $825K
16.5K $3.98M
MS
Morgan Stanley

Financial Services
2.98K
+ 16.07%
$139.09 - $161.16 $415K - $481K
21.5K $3.42M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.64K
+ 12.02%
$92.18 - $95.14 $704K - $727K
71.2K $6.78M
GIS
General Mills Inc

Consumer Defensive
24.7K
+ 7.68%
$48.44 - $53.83 $1.2M - $1.33M
346K $17.4M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.83K
+ 52.91%
$134.94 - $145.86 $652K - $705K
14K $2.03M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13K
+ 7.88%
$55.61 - $57.37 $725K - $748K
178K $10.2M
ITA
Ishares Tr

ETFs
3.1K
+ 47.08%
$184.73 - $209.26 $573K - $649K
9.68K $2.03M
SBUX
Starbucks Corp

Consumer Cyclical
12.7K
+ 30.0%
$81.9 - $96.86 $1.04M - $1.23M
55.1K $4.66M
IWF
Ishares Russell 1000 Gr ETF

ETFs
213
+ 1.4%
$420.11 - $472.68 $89.5K - $101K
15.5K $7.25M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.21K
+ 30.61%
$82.22 - $96.68 $429K - $504K
22.2K $2.15M
PRU
Prudential Financial Inc

Financial Services
14.9K
+ 6.97%
$100.68 - $109.89 $1.5M - $1.64M
229K $23.7M
AVLV
American Centy ETF Tr Avantis
8.62K
+ 28.38%
$68.33 - $72.69 $589K - $627K
39K $2.82M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
15K
+ 58.27%
$48.72 - $50.73 $731K - $761K
40.8K $2.01M
PDD
Pinduoduo Inc.

Consumer Cyclical
3.89K
+ 47.39%
$102.41 - $134.86 $399K - $525K
12.1K $1.6M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.16K
+ 82.29%
$494.52 - $565.32 $575K - $657K
2.57K $1.46M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.72K
+ 4.38%
$85.93 - $92.12 $319K - $342K
88.5K $8.05M
FNDX
Schwab Fundamental U S Large C

ETFs
16.1K
+ 9.58%
$24.38 - $26.34 $393K - $425K
185K $4.85M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
117
+ 0.9%
$224.68 - $282.71 $26.3K - $33.1K
13.2K $3.67M
FLV
American Centy ETF Tr Focused

ETFs
8.3K
+ 30.51%
$70.26 - $74.84 $583K - $621K
35.5K $2.62M
CORP
Pimco Investment Grade Corp Bd

ETFs
7.16K
+ 3139.91%
$95.87 - $99.18 $686K - $710K
7.39K $728K
XLU
Utilities Sector Spdr

ETFs
6.52K
+ 26.93%
$81.14 - $87.32 $529K - $570K
30.7K $2.68M
CPB
Campbell Soup CO

Consumer Defensive
22K
+ 318.21%
$30.41 - $34.03 $670K - $749K
28.9K $913K
MANH
Manhattan Associates Inc

Technology
2.56K
+ 12.41%
$196.16 - $227.94 $503K - $584K
23.2K $4.76M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.81K
+ 3.46%
$110.74 - $122.12 $200K - $221K
54.1K $6.54M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.7K
+ 3.94%
$50.47 - $50.74 $643K - $647K
337K $17.1M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
13K
+ 27.17%
$47.11 - $48.77 $612K - $633K
60.8K $2.95M
CDW
Cdw Corp

Technology
5.17K
+ 60.44%
$156.97 - $182.84 $811K - $945K
13.7K $2.19M
BK
Bank Of New York Mellon Corp

Financial Services
2.82K
+ 14.54%
$90.65 - $109.75 $256K - $310K
22.2K $2.42M
ALL
Allstate Corp

Financial Services
2.77K
+ 64.51%
$192.0 - $214.65 $531K - $594K
7.05K $1.51M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.98K
+ 26.84%
$108.08 - $121.73 $430K - $484K
18.8K $2.27M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
2.77K
+ 3.36%
$30.06 - $36.69 $83.3K - $102K
85.1K $3.12M
WM
Waste Management Inc

Industrials
3.26K
+ 32.21%
$213.88 - $237.1 $698K - $774K
13.4K $2.96M
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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