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
SMR
Nuscale Power Corp

Industrials
12.5K
+ 122.78%
$32.65 - $51.67 $409K - $647K
22.7K $817K
SYK
Stryker Corp

Healthcare
1.33K
+ 43.79%
$368.57 - $403.53 $490K - $537K
4.37K $1.61M
PYPL
Pay Pal Holdings, Inc.

Financial Services
11K
+ 24.41%
$65.64 - $78.22 $722K - $860K
56K $3.76M
AWK
American Water Works Company, Inc.

Utilities
2.94K
+ 14.18%
$135.05 - $147.0 $397K - $432K
23.7K $3.29M
IWB
Ishares Tr Russell 1000 ETF

ETFs
779
+ 16.23%
$339.37 - $366.46 $264K - $285K
5.58K $2.04M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.7K
+ 5.76%
$42.43 - $45.05 $242K - $257K
105K $4.61M
KHC
Kraft Heinz CO

Consumer Defensive
14.7K
+ 13.94%
$25.63 - $28.94 $376K - $424K
120K $3.12M
ETR
Entergy Corp

Utilities
1.72K
+ 7.33%
$80.93 - $93.55 $140K - $161K
25.2K $2.35M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.3K
+ 58.17%
$196.15 - $217.83 $452K - $502K
6.26K $1.26M
CI
Cigna Corp

Healthcare
1.99K
+ 47.22%
$262.23 - $334.39 $522K - $666K
6.21K $1.79M
LXP
Lxp Industrial Trust

Real Estate
21.8K
+ 8.12%
$7.75 - $9.34 $169K - $204K
291K $2.6M
SECT
Sector 10, Inc.

ETFs
5.59K
+ 100.67%
$57.95 - $63.16 $324K - $353K
11.1K $702K
LHX
L3 Harris Technologies, Inc.

Industrials
327
+ 6.41%
$252.18 - $305.41 $82.5K - $99.9K
5.43K $1.66M
IETC
Ishares U S ETF Tr

ETFs
2.79K
+ 25.49%
$92.7 - $103.65 $259K - $289K
13.8K $1.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.24K
+ 34.13%
$81.75 - $84.54 $346K - $358K
16.7K $1.4M
AVRE
American Centy ETF Tr Avantis
8.01K
+ 39.15%
$43.53 - $45.34 $349K - $363K
28.5K $1.27M
TXT
Textron Inc

Industrials
2.71K
+ 9.02%
$77.02 - $87.21 $208K - $236K
32.7K $2.76M
VIG
Vanguard Dividend Appreciation

ETFs
1.95K
+ 4.61%
N/A
44.3K $8.08M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.94K
+ 678.06%
$116.29 - $120.92 $341K - $355K
3.37K $404K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.07K
+ 6.66%
$62.09 - $66.51 $190K - $204K
49.1K $3.21M
IWN
Ishares Russell2000 Val ETF

ETFs
474
+ 3.39%
$157.1 - $178.94 $74.5K - $84.8K
14.5K $2.56M
MSI
Motorola Solutions, Inc.

Technology
643
+ 44.38%
$408.73 - $490.3 $263K - $315K
2.09K $956K
APH
Amphenol Corp

Technology
59
+ 0.44%
$97.39 - $125.4 $5.75K - $7.4K
13.5K $1.68M
BKNG
Booking Holdings Inc.

Consumer Cyclical
94
+ 21.81%
$5364.25 - $5815.92 $504K - $547K
525 $2.83M
CHTR
Charter Communications, Inc.

Communication Services
3.69K
+ 72.96%
$256.57 - $418.22 $947K - $1.54M
8.75K $2.41M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.33K
+ 121.22%
$205.52 - $234.96 $274K - $313K
2.43K $570K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.43K
+ 6.76%
$128.6 - $136.01 $184K - $195K
22.6K $3.06M
ITOT
Ishares Core S&P Total U.S. St

ETFs
770
+ 3.68%
$135.0 - $146.02 $104K - $112K
21.7K $3.16M
CCJ
Cameco Corp

Energy
3.34K
+ 61.04%
$70.47 - $86.89 $235K - $290K
8.8K $738K
VV
Vanguard Large Cap ETF

ETFs
835
+ 25.65%
$285.05 - $309.14 $238K - $258K
4.09K $1.26M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
10.3K
+ 24.71%
$26.52 - $27.64 $272K - $284K
51.8K $1.43M
IVZ
Invesco Ltd.

Financial Services
5.62K
+ 20.31%
$16.17 - $23.0 $90.8K - $129K
33.3K $763K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.91K
+ 8.28%
$27.61 - $29.15 $191K - $201K
90.4K $2.63M
KORP
American Centy ETF Tr Diversif

ETFs
6.61K
+ 62.62%
$46.36 - $47.95 $306K - $317K
17.2K $816K
VDC
Vanguard Consumer Staples ETF

ETFs
1.58K
+ 43.58%
$212.64 - $225.25 $335K - $355K
5.2K $1.11M
CEG
Constellation Energy Corp

Utilities
503
+ 2.1%
$298.82 - $354.89 $150K - $179K
24.4K $8.04M
XLF
Financial Sector Spdr

ETFs
4.67K
+ 11.12%
$51.37 - $54.25 $240K - $254K
46.7K $2.52M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.14K
+ 32.71%
$96.22 - $98.19 $303K - $309K
12.8K $1.25M
IBND
Spdr Bloomberg International C

ETFs
10.3K
+ 16.72%
$31.45 - $32.68 $323K - $336K
71.7K $2.32M
PRAY
Shp ETF Tr Fis Biblically Resp
9.3K
+ 44.67%
$30.4 - $31.75 $283K - $295K
30.1K $944K
MDT
Medtronic PLC

Healthcare
2.32K
+ 22.3%
$87.67 - $95.74 $204K - $222K
12.7K $1.21M
EWX
Spdr S&P Emerging Markets Smal

ETFs
3.03K
+ 16.58%
$61.93 - $68.12 $188K - $206K
21.3K $1.43M
LNT
Alliant Energy Corp

Utilities
2.77K
+ 17.24%
$60.76 - $67.41 $169K - $187K
18.9K $1.27M
BX
Blackstone Inc.

Financial Services
1.03K
+ 17.81%
$152.77 - $188.68 $157K - $193K
6.78K $1.16M
HYXU
Ishares Global Ex Usd High Yie

ETFs
4.87K
+ 14.32%
$53.77 - $56.12 $262K - $273K
38.9K $2.16M
NEAR
Blackrock Short Maturity Bond

ETFs
5.72K
+ 559.43%
$50.8 - $51.32 $291K - $294K
6.75K $345K
FDN
First Tr Fd Dow Jones

ETFs
575
+ 4.6%
$264.06 - $287.34 $152K - $165K
13.1K $3.66M
PSLV
Sprott Physical Silver Trust

Financial Services
13.2K
+ 53.72%
$12.24 - $15.73 $161K - $207K
37.7K $591K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.88K
+ 1636.29%
$68.27 - $75.58 $265K - $293K
4.12K $305K
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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