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
PEG
Public Service Enterprise Group Inc

Utilities
9.04K
+ 5.55%
$79.99 - $90.14 $723K - $815K
172K $14.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.83K
+ 6.13%
$49.43 - $54.52 $239K - $263K
83.5K $4.53M
MDLZ
Mondelez International, Inc.

Consumer Defensive
15.3K
+ 23.42%
$60.9 - $70.75 $932K - $1.08M
80.6K $5.04M
PRCH
Porch Group, Inc.

Technology
3.35K
+ 2.96%
$11.85 - $19.04 $39.7K - $63.8K
117K $1.96M
KMB
Kimberly Clark Corp

Consumer Defensive
10.5K
+ 7.02%
$121.72 - $136.77 $1.28M - $1.44M
161K $20M
RWL
Invesco Exchange Traded Fd Tr

ETFs
3.49K
+ 9.67%
$102.17 - $110.66 $356K - $386K
39.6K $4.38M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
8.81K
+ 2058.41%
$64.14 - $69.37 $565K - $611K
9.24K $636K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.75K
+ 22.23%
$102.4 - $103.88 $589K - $598K
31.6K $3.27M
MCK
Mckesson Corp

Healthcare
487
+ 8.78%
$659.01 - $772.54 $321K - $376K
6.03K $4.66M
FANG
Diamondback Energy, Inc.

Energy
2.91K
+ 9.93%
$134.53 - $152.5 $392K - $444K
32.2K $4.61M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.24K
+ 10.85%
$83.08 - $100.2 $186K - $224K
22.8K $2.29M
AVSF
American Centy ETF Tr Avantis

ETFs
12.2K
+ 60.4%
$46.71 - $47.3 $568K - $575K
32.3K $1.52M
HON
Honeywell International Inc

Industrials
14.2K
+ 13.17%
$207.7 - $240.4 $2.95M - $3.42M
122K $25.7M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
25.1K
+ 76.77%
$21.77 - $22.57 $546K - $566K
57.7K $1.3M
GD
General Dynamics Corp

Industrials
879
+ 15.89%
$293.92 - $341.0 $258K - $300K
6.41K $2.19M
MMM
3 M CO

Industrials
2.63K
+ 4.73%
$144.41 - $160.2 $380K - $421K
58.3K $9.04M
FTNT
Fortinet, Inc.

Technology
8.27K
+ 144.23%
$74.39 - $107.65 $615K - $890K
14K $1.18M
CPRT
Copart Inc

Consumer Cyclical
18.1K
+ 30.0%
$44.6 - $49.97 $809K - $907K
78.6K $3.54M
PHYS
Sprott Physical Gold Trust

Financial Services
11K
+ 20.05%
$25.02 - $29.62 $274K - $325K
65.7K $1.95M
FDG
American Centy ETF Tr Focused

ETFs
3.77K
+ 43.69%
$108.35 - $122.35 $408K - $461K
12.4K $1.49M
ETN
Eaton Corp PLC

Industrials
589
+ 3.17%
$342.99 - $392.76 $202K - $231K
19.2K $7.17M
NXPI
Nxp Semiconductors N.V.

Technology
2.12K
+ 35.82%
$205.16 - $239.07 $434K - $506K
8.02K $1.83M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
10.3K
+ 111.5%
$49.34 - $53.96 $508K - $555K
19.5K $1.02M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
3.59K
+ 80.41%
$43.07 - $91.37 $154K - $328K
8.05K $735K
DRI
Darden Restaurants Inc

Consumer Cyclical
3.03K
+ 164.07%
$184.73 - $220.27 $559K - $667K
4.87K $927K
UNP
Union Pacific Corp

Industrials
1.52K
+ 5.74%
$214.91 - $237.16 $326K - $360K
27.9K $6.61M
AXP
American Express CO

Financial Services
1.01K
+ 7.11%
$294.27 - $342.31 $298K - $347K
15.3K $5.07M
ED
Consolidated Edison Inc

Utilities
5.12K
+ 55.05%
$95.57 - $105.36 $489K - $539K
14.4K $1.45M
IXUS
Ishares Tr

ETFs
3.33K
+ 7.29%
$76.35 - $82.58 $254K - $275K
49K $4.05M
ACVF
ETF Opportunities Tr American

ETFs
9.46K
+ 42.84%
$47.19 - $49.42 $447K - $468K
31.6K $1.56M
SPMD
Spdr Portfolio

ETFs
5.97K
+ 10.45%
$54.43 - $58.29 $325K - $348K
63.1K $3.61M
MLI
Mueller Industries Inc

Industrials
246
+ 1.18%
$82.07 - $101.7 $20.2K - $25K
21K $2.13M
BA
Boeing CO

Industrials
1.75K
+ 12.37%
$209.79 - $237.38 $368K - $416K
15.9K $3.44M
ABC
Amerisourcebergen Corp

Healthcare
2.53K
+ 12.16%
N/A
23.3K $4.32M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.71K
+ 26.04%
$53.81 - $57.52 $361K - $386K
32.5K $1.87M
GLW
Corning Inc

Technology
2.33K
+ 25.21%
$51.6 - $82.03 $120K - $191K
11.6K $948K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.96K
+ 31.98%
$70.85 - $76.96 $423K - $459K
24.6K $1.87M
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.58K
+ 1615.68%
$46.37 - $47.77 $444K - $458K
10.2K $483K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.2K
+ 12.33%
$68.24 - $73.73 $286K - $309K
38.2K $2.81M
BAR
Granite Shares Gold Trust

ETFs
2.38K
+ 3.54%
$32.23 - $38.06 $76.7K - $90.6K
69.6K $2.65M
XEL
Xcel Energy Inc

Utilities
1.84K
+ 7.56%
$67.56 - $80.65 $124K - $148K
26.2K $2.11M
SPSB
Spdr Portfolio Short Term Corp

ETFs
14.8K
+ 224.1%
$30.02 - $30.29 $444K - $448K
21.4K $647K
AVDV
American Centy ETF Tr Avantis

ETFs
3.08K
+ 17.77%
$79.24 - $89.03 $244K - $274K
20.4K $1.81M
DVY
Ishares Tr

ETFs
2.56K
+ 32.29%
$133.88 - $142.57 $342K - $365K
10.5K $1.49M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.3K
+ 20.48%
$76.16 - $78.59 $404K - $417K
31.2K $2.44M
RGLD
Royal Gold Inc

Basic Materials
1.77K
+ 53.7%
$151.42 - $200.58 $268K - $355K
5.07K $1.02M
FENY
Fidelity Covington Tr Msci Ene

ETFs
11.7K
+ 10.88%
$23.27 - $25.46 $273K - $299K
120K $2.96M
CBRE
Cbre Group, Inc.

Real Estate
792
+ 4.62%
$137.04 - $165.9 $109K - $131K
17.9K $2.83M
VB
Vanguard Small Cap ETF

ETFs
790
+ 6.33%
$237.58 - $259.17 $188K - $205K
13.3K $3.37M
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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