Ae Wealth Management LLC New Holdings in Q4 2024

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CLOI
Vaneck ETF Tr

ETFs
225K
New
$52.7 - $53.15 $11.8M - $12M
225K $11.9M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
284K
New
$25.22 - $28.15 $7.16M - $7.99M
284K $7.62M
IYR
Ishares Tr

ETFs
73K
New
$90.74 - $102.87 $6.62M - $7.51M
73K $6.79M
APA
Apa Corp

Energy
230K
New
$20.47 - $27.07 $4.7M - $6.21M
230K $5.31M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
187K
New
$25.0 - $25.11 $4.67M - $4.69M
187K $4.68M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
91.4K
New
$42.05 - $48.31 $3.84M - $4.42M
91.4K $4.23M
JBBB
Janus Detroit Str Tr Henderson

ETFs
85.7K
New
$48.59 - $49.45 $4.16M - $4.24M
85.7K $4.21M
VFC
V F Corp

Consumer Cyclical
196K
New
$16.7 - $22.59 $3.27M - $4.42M
196K $4.2M
TGNA
Tegna Inc

Communication Services
220K
New
$15.25 - $19.32 $3.36M - $4.25M
220K $4.03M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
164K
New
$19.42 - $19.79 $3.19M - $3.25M
164K $3.2M
CACI
Caci International Inc

Technology
4.09K
New
N/A
4.09K $1.75M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
46.4K
New
$28.23 - $35.28 $1.31M - $1.64M
46.4K $1.48M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
35.2K
New
$26.01 - $28.19 $915K - $991K
35.2K $920K
SECT
Sector 10, Inc.

ETFs
16.5K
New
$53.17 - $57.82 $876K - $953K
16.5K $903K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
5.52K
New
$150.51 - $170.38 $831K - $941K
5.52K $842K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
32K
New
$22.21 - $24.22 $711K - $775K
32K $711K
ILDR
First Tr Exchange Traded Fd Vi
27.5K
New
$24.07 - $27.12 $663K - $747K
27.5K $702K
AVDE
American Centy ETF Tr Avantis

ETFs
11.3K
New
$60.9 - $66.69 $690K - $755K
11.3K $695K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
50.6K
New
$12.98 - $13.79 $657K - $698K
50.6K $680K
KRG
Kite Realty Group Trust

Real Estate
26.7K
New
$24.49 - $27.85 $653K - $743K
26.7K $673K
WTTR
Select Energy Services, Inc.

Energy
50.4K
New
$10.31 - $15.0 $520K - $756K
50.4K $667K
AGOX
Starboard Invt Tr

ETFs
22.4K
New
$27.16 - $30.0 $608K - $672K
22.4K $608K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
4.81K
New
$101.51 - $140.63 $488K - $676K
4.81K $603K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
5.81K
New
$94.79 - $95.69 $550K - $555K
5.81K $551K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
5.34K
New
$90.31 - $106.37 $482K - $568K
5.34K $532K
DIVZ
Listed Fds Tr Trueshares Low V

ETFs
16.4K
New
$31.71 - $34.18 $518K - $559K
16.4K $523K
FTSL
First Trust Senior Ln Fund

ETFs
11K
New
$45.9 - $46.48 $506K - $512K
11K $509K
MLI
Mueller Industries Inc

Industrials
6.31K
New
$71.2 - $95.34 $449K - $601K
6.31K $500K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
11.4K
New
$41.16 - $44.07 $469K - $502K
11.4K $479K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
14.8K
New
$31.36 - $32.75 $465K - $486K
14.8K $479K
BALT
Innovator Etfs Tr
15.2K
New
$30.76 - $31.55 $468K - $480K
15.2K $478K
AGZ
Ishares Agency Bond ETF

ETFs
4.35K
New
$107.68 - $110.37 $468K - $480K
4.35K $469K
QPX
Advisorshares Tr Q Dynamic Gro

ETFs
12.5K
New
$34.82 - $37.33 $436K - $467K
12.5K $449K
TDSB
Exchange Listed Fds Tr Cabana

ETFs
20.7K
New
$21.64 - $22.94 $447K - $474K
20.7K $447K
IDCC
Inter Digital, Inc.

Communication Services
2.29K
New
$142.61 - $200.59 $327K - $460K
2.29K $443K
AVLV
American Centy ETF Tr Avantis
6.57K
New
$65.51 - $71.22 $431K - $468K
6.57K $438K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
2.5K
New
$164.89 - $177.66 $413K - $445K
2.5K $413K
QINT
American Centy ETF Tr Quality

ETFs
8.27K
New
$47.57 - $51.38 $393K - $425K
8.27K $395K
AVA
Avista Corp

Utilities
10.8K
New
$35.46 - $39.23 $382K - $423K
10.8K $394K
FLV
American Centy ETF Tr Focused

ETFs
5.82K
New
$66.11 - $71.93 $385K - $418K
5.82K $388K
FULT
Fulton Financial Corp

Financial Services
19.9K
New
$16.97 - $21.99 $338K - $438K
19.9K $383K
SXI
Standex International Corp

Industrials
2.03K
New
$172.48 - $211.52 $349K - $428K
2.03K $378K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
18.3K
New
$20.35 - $21.68 $372K - $396K
18.3K $377K
CWST
Casella Waste Systems Inc

Industrials
3.53K
New
$97.5 - $113.93 $344K - $402K
3.53K $373K
THC
Tenet Healthcare Corp

Healthcare
2.9K
New
$125.42 - $168.52 $363K - $488K
2.9K $365K
BMO
Bank Of Montreal

Financial Services
3.76K
New
$89.75 - $103.39 $337K - $388K
3.76K $364K
BNOV
Innovator U.S. Equity Buffer E

ETFs
9.1K
New
$38.08 - $39.98 $347K - $364K
9.1K $357K
AWR
American States Water CO

Utilities
4.6K
New
$77.72 - $87.27 $357K - $401K
4.6K $357K
AMSF
Amerisafe Inc

Financial Services
8.14K
New
N/A
8.14K $356K
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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