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
ZD
Ziff Davis, Inc.

Communication Services
6.45K
New
$43.77 - $59.99 $282K - $387K
6.45K $350K
UAL
United Airlines Holdings, Inc.

Industrials
3.59K
New
$55.62 - $102.44 $199K - $367K
3.59K $348K
MMS
Maximus, Inc.

Industrials
4.65K
New
$69.81 - $92.82 $325K - $432K
4.65K $347K
OTTR
Otter Tail Corp

Utilities
4.66K
New
$73.59 - $85.52 $343K - $399K
4.66K $344K
CBSH
Commerce Bancshares Inc

Financial Services
5.48K
New
$57.04 - $74.36 $313K - $408K
5.48K $341K
NYT
New York Times CO

Communication Services
6.5K
New
$52.01 - $56.83 $338K - $370K
6.5K $338K
SXT
Sensient Technologies Corp

Basic Materials
4.74K
New
$71.0 - $81.38 $337K - $386K
4.74K $337K
MKSI
Mks Instruments Inc

Technology
3.15K
New
$98.56 - $117.93 $310K - $371K
3.15K $328K
FDG
American Centy ETF Tr Focused

ETFs
3.15K
New
$91.61 - $109.13 $288K - $343K
3.15K $326K
AMAX
Starboard Invt Tr Rh Hedged Mu
41.9K
New
$7.78 - $8.11 $326K - $340K
41.9K $326K
SPXC
Spx Corp

Industrials
2.22K
New
$143.2 - $181.56 $318K - $403K
2.22K $323K
KRC
Kilroy Realty Corp

Real Estate
7.93K
New
$37.51 - $43.55 $297K - $345K
7.93K $320K
RRX
Regal Rexnord Corp

Industrials
2.03K
New
$153.56 - $182.22 $312K - $370K
2.03K $315K
XDQQ
Innovator Etfs Tr Growth Accel
9.04K
New
$31.58 - $34.76 $286K - $314K
9.04K $314K
WLY
John Wiley & Sons, Inc.

Communication Services
7.11K
New
$43.58 - $53.13 $310K - $378K
7.11K $312K
MWA
Mueller Water Products, Inc.

Industrials
13.8K
New
$21.37 - $25.97 $295K - $358K
13.8K $310K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.82K
New
$104.59 - $118.05 $295K - $333K
2.82K $306K
GWW
W.W. Grainger, Inc.

Industrials
288
New
$1023.06 - $1220.93 $295K - $352K
288 $303K
ISWN
Amplify ETF Tr Amplify

ETFs
16.7K
New
$17.96 - $20.43 $299K - $340K
16.7K $299K
GBCI
Glacier Bancorp, Inc.

Financial Services
5.89K
New
$44.09 - $58.89 $260K - $347K
5.89K $295K
XDSQ
Innovator Etfs Tr Us Equity Ac
8.08K
New
$34.76 - $37.22 $281K - $301K
8.08K $294K
HEQT
Simplify Exchange Traded Fds H
9.97K
New
$28.73 - $30.22 $286K - $301K
9.97K $293K
BKR
Baker Hughes CO

Energy
7.13K
New
$35.98 - $44.88 $257K - $320K
7.13K $292K
AA
Alcoa Corp

Basic Materials
7.68K
New
$36.62 - $47.42 $281K - $364K
7.68K $290K
KN
Knowles Corp

Technology
14.4K
New
$17.04 - $20.23 $246K - $292K
14.4K $287K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.12K
New
$134.53 - $150.65 $285K - $319K
2.12K $286K
CBU
Community Bank System, Inc.

Financial Services
4.56K
New
$56.38 - $71.45 $257K - $326K
4.56K $281K
AIT
Applied Industrial Technologies Inc

Industrials
1.17K
New
$220.05 - $280.49 $258K - $328K
1.17K $280K
WERN
Werner Enterprises Inc

Industrials
7.79K
New
$35.64 - $41.8 $278K - $326K
7.79K $279K
BKU
Bank United, Inc.

Financial Services
7.29K
New
$34.61 - $43.2 $252K - $315K
7.29K $278K
FN
Fabrinet

Technology
1.26K
New
$214.76 - $271.08 $271K - $343K
1.26K $277K
SWX
Southwest Gas Holdings, Inc.

Utilities
3.89K
New
$67.87 - $79.16 $264K - $308K
3.89K $275K
WAL
Western Alliance Bancorporation

Financial Services
3.3K
New
$80.51 - $96.1 $265K - $317K
3.3K $275K
XBJL
Innovator Etfs Tr Us Equity Ac
8.01K
New
$33.29 - $34.41 $267K - $275K
8.01K $273K
SSXU
Strategy Shs Day Hagan/Ned Dav
9.75K
New
$27.74 - $30.78 $271K - $300K
9.75K $270K
ALTR
Altair Engineering Inc.

Technology
2.46K
New
$91.78 - $110.67 $226K - $272K
2.46K $268K
SSFI
Strategy Shs Day Hagan/Ned Dav

ETFs
12.9K
New
$20.8 - $21.93 $267K - $282K
12.9K $267K
ICFI
Icf International, Inc.

Industrials
2.22K
New
$117.59 - $175.87 $260K - $390K
2.22K $264K
EOG
Eog Resources Inc

Energy
2.14K
New
$118.22 - $136.54 $253K - $292K
2.14K $262K
FIVE
Five Below, Inc

Consumer Cyclical
2.49K
New
$83.0 - $115.97 $207K - $289K
2.49K $261K
MC
Moelis & CO

Financial Services
3.52K
New
$65.74 - $80.49 $231K - $283K
3.52K $260K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
3.86K
New
$62.09 - $82.32 $240K - $318K
3.86K $258K
RMBS
Rambus Inc

Technology
4.88K
New
$40.13 - $59.14 $196K - $289K
4.88K $258K
COIN
Coinbase Global, Inc.

Technology
1.04K
New
$163.17 - $343.62 $169K - $356K
1.04K $257K
BIIB
Biogen Inc.

Healthcare
1.59K
New
$146.47 - $191.55 $233K - $305K
1.59K $243K
SR
Spire Inc

Utilities
3.52K
New
$62.24 - $73.38 $219K - $258K
3.52K $238K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.45K
New
$97.29 - $122.68 $238K - $300K
2.45K $238K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.94K
New
$80.87 - $87.69 $238K - $258K
2.94K $238K
PNW
Pinnacle West Capital Corp

Utilities
2.79K
New
$84.03 - $94.52 $235K - $264K
2.79K $236K
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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