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
PECO
Phillips Edison & Company, Inc.

Real Estate
9.06K
+ 24.84%
$33.04 - $36.15 $299K - $327K
45.5K $1.56M
PAUG
Innovator U.S. Equity Power Bu

ETFs
3.09K
+ 4.09%
$40.45 - $42.49 $125K - $131K
78.5K $3.33M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
5.49K
+ 6.3%
$38.58 - $40.06 $212K - $220K
92.5K $3.67M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
7.13K
+ 26.43%
$33.76 - $35.55 $241K - $253K
34.1K $1.2M
BDX
Becton Dickinson & CO

Healthcare
1.33K
+ 71.27%
$172.41 - $199.66 $229K - $265K
3.19K $596K
IQV
Iqvia Holdings Inc.

Healthcare
209
+ 2.85%
$157.68 - $200.82 $33K - $42K
7.53K $1.43M
NVS
Novartis Ag

Healthcare
1.74K
+ 23.89%
$113.5 - $129.73 $198K - $226K
9.03K $1.16M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.76K
+ 5.91%
$10.78 - $19.82 $19K - $34.9K
31.5K $615K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.49K
+ 63.28%
$172.72 - $179.11 $257K - $267K
3.84K $684K
FLRN
Spdr Bloomberg Investment Grad

ETFs
8.84K
+ 170.59%
$30.71 - $30.86 $271K - $273K
14K $432K
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
8.64K
+ 7.83%
$26.68 - $27.48 $231K - $238K
119K $3.26M
IGOV
Ishares 1 3 International Trea

ETFs
7.02K
+ 9.62%
$41.44 - $43.19 $291K - $303K
80K $3.41M
LMT
Lockheed Martin Corp

Industrials
78
+ 1.27%
$410.74 - $499.21 $32K - $38.9K
6.21K $3.1M
DHI
Horton D R Inc

Consumer Cyclical
160
+ 2.82%
$129.82 - $184.04 $20.8K - $29.4K
5.83K $987K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
10.7K
+ 6.2%
$19.7 - $20.2 $211K - $216K
183K $3.67M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.78K
+ 3.96%
$50.82 - $51.09 $243K - $244K
126K $6.42M
NRG
Nrg Energy, Inc.

Utilities
1.42K
+ 8.49%
$144.77 - $173.91 $205K - $247K
18.1K $2.94M
TRMB
Trimble Inc.

Technology
2.23K
+ 17.94%
$76.46 - $85.24 $171K - $190K
14.7K $1.2M
ENB
Enbridge Inc

Energy
117
+ 0.25%
$43.79 - $50.46 $5.12K - $5.9K
47.7K $2.41M
DASH
Door Dash, Inc.

Communication Services
813
+ 83.99%
$234.5 - $272.5 $191K - $222K
1.78K $484K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.61K
+ 48.8%
$79.76 - $85.78 $208K - $224K
7.96K $674K
ROK
Rockwell Automation, Inc

Industrials
629
+ 46.45%
$328.67 - $358.52 $207K - $226K
1.98K $693K
RMBS
Rambus Inc

Technology
499
+ 10.53%
$62.85 - $107.38 $31.4K - $53.6K
5.24K $546K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
944
+ 11.45%
$138.08 - $151.2 $130K - $143K
9.19K $1.39M
PJUL
Innovator U.S. Equity Power Bu

ETFs
4K
+ 11.89%
$43.83 - $45.64 $175K - $182K
37.6K $1.72M
AON
Aon PLC

Financial Services
677
+ 93.9%
$350.91 - $375.27 $238K - $254K
1.4K $498K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.82K
+ 11.91%
$84.28 - $89.46 $153K - $163K
17.1K $1.52M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
9.2K
+ 13.63%
$24.11 - $24.94 $222K - $229K
76.7K $1.91M
SOFI
So Fi Technologies, Inc.

Financial Services
3.17K
+ 17.02%
$17.64 - $29.81 $55.9K - $94.5K
21.8K $575K
HWM
Howmet Aerospace Inc.

Industrials
945
+ 21.07%
$171.0 - $196.23 $162K - $185K
5.43K $1.07M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
1.91K
+ 11.91%
$63.92 - $70.83 $122K - $135K
17.9K $1.27M
TRV
Travelers Companies, Inc.

Financial Services
750
+ 39.18%
$250.62 - $279.43 $188K - $210K
2.66K $743K
FDL
First Tr Morningstar Dividend

ETFs
3.89K
+ 10.09%
$41.96 - $44.59 $163K - $173K
42.4K $1.84M
O
Realty Income Corp

Real Estate
2.68K
+ 15.2%
$56.13 - $60.79 $151K - $163K
20.3K $1.24M
VNQ
Vanguard Specialized Funds Van

ETFs
1.83K
+ 8.54%
$88.47 - $93.24 $162K - $171K
23.3K $2.13M
CAG
Conagra Brands Inc.

Consumer Defensive
86.6K
+ 13.67%
$18.04 - $21.14 $1.56M - $1.83M
720K $13.2M
IRBO
Ishares Robotics & Artificial

ETFs
6.67K
+ 20.33%
N/A
39.5K $1.27M
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
3.95K
+ 25.09%
$32.71 - $37.2 $129K - $147K
19.7K $732K
PLD
Prologis, Inc.

Real Estate
1.15K
+ 13.12%
$104.08 - $115.35 $119K - $132K
9.9K $1.13M
COIN
Coinbase Global, Inc.

Technology
684
+ 40.88%
$297.99 - $419.78 $204K - $287K
2.36K $795K
FAST
Fastenal CO

Industrials
3.1K
+ 38.38%
$42.47 - $50.39 $132K - $156K
11.2K $548K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.83K
+ 58.4%
$68.94 - $86.3 $126K - $158K
4.97K $428K
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.01K
+ 103.82%
$30.76 - $33.01 $185K - $198K
11.8K $386K
SRLN
Ssga Active Trust

ETFs
4.94K
+ 22.54%
$41.28 - $41.65 $204K - $206K
26.9K $1.12M
KN
Knowles Corp

Technology
4.44K
+ 24.84%
$17.52 - $23.36 $77.7K - $104K
22.3K $519K
FTC
First Tr Lge Cap Growth

ETFs
1.15K
+ 55.36%
$149.47 - $162.84 $171K - $187K
3.22K $516K
SNPS
Synopsys Inc

Technology
653
+ 10.44%
$387.78 - $645.35 $253K - $421K
6.91K $3.41M
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.09K
+ 62.56%
$155.79 - $172.55 $169K - $187K
2.82K $474K
JHML
John Hancock Multifactor Large

ETFs
2.54K
+ 759.4%
$73.53 - $78.37 $187K - $199K
2.88K $225K
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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