Ae Wealth Management LLC Reduced Holdings in Q4 2024

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FJP
First Trust Japan Alphadex Fun

ETFs
-12
- 0.04%
$50.22 - $54.42 $603 - $653
29.1K $1.51M
UVV
Universal Corp

Consumer Defensive
-1.54K
- 29.23%
$49.67 - $57.99 $76.7K - $89.5K
3.74K $205K
PSI
Invesco Exchange Traded Fd Tr

ETFs
-1.36K
- 12.48%
$53.26 - $60.98 $72.5K - $83.1K
9.55K $553K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-180
- 5.65%
$209.89 - $233.24 $37.8K - $42K
3.01K $638K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-1.82K
- 13.79%
N/A
11.4K $444K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-2.23K
- 14.41%
$28.88 - $29.33 $64.5K - $65.5K
13.3K $384K
FDVV
Fidelity High Dividend ETF

ETFs
-282
- 0.36%
$49.66 - $52.63 $14K - $14.8K
78.4K $3.91M
IRBO
Ishares Robotics & Artificial

ETFs
-2.15K
- 17.07%
N/A
10.4K $335K
HAL
Halliburton CO

Energy
-1.6K
- 11.91%
$25.77 - $31.99 $41.3K - $51.3K
11.9K $322K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-408
- 6.69%
$98.47 - $109.35 $40.2K - $44.6K
5.69K $560K
ING
Ing Groep Nv

Financial Services
-1.36K
- 7.97%
$15.1 - $17.73 $20.6K - $24.2K
15.7K $246K
VRT
Vertiv Holdings CO

Industrials
-709
- 27.54%
N/A
1.87K $161K
NURE
Nuveen Short Term Reit ETF

ETFs
-1.02K
- 7.08%
$31.13 - $34.56 $31.7K - $35.1K
13.3K $424K
TPLE
Timothy Plan Us Large/Mid Core

ETFs
-2.23K
- 28.31%
$25.49 - $27.64 $56.8K - $61.6K
5.65K $144K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-653
- 7.01%
$33.93 - $38.37 $22.2K - $25.1K
8.66K $297K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-519
- 6.04%
$83.21 - $88.08 $43.2K - $45.7K
8.07K $688K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.14K
- 7.47%
$42.33 - $43.3 $48.1K - $49.2K
14.1K $599K
CION
Cion Investment Corp

Financial Services
-3.92K
- 12.53%
$11.25 - $12.08 $44K - $47.3K
27.3K $311K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-22
- 0.2%
$34.21 - $38.73 $753 - $852
11.2K $384K
VDC
Vanguard Consumer Staples ETF

ETFs
-125
- 3.87%
$210.96 - $223.62 $26.4K - $28K
3.11K $656K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-87
- 4.9%
$563.99 - $620.12 $49.1K - $54K
1.69K $962K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-2.06K
- 22.36%
$23.25 - $23.37 $47.9K - $48.1K
7.15K $166K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-738
- 9.11%
$33.39 - $37.66 $24.6K - $27.8K
7.36K $245K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.3K
- 5.46%
$61.52 - $66.5 $79.7K - $86.2K
22.4K $1.43M
IBB
Ishares Biotechnology ETF

ETFs
-98
- 4.36%
$131.21 - $148.85 $12.9K - $14.6K
2.15K $283K
VPU
Vanguard Utilities ETF

ETFs
-114
- 4.7%
$160.52 - $179.11 $18.3K - $20.4K
2.31K $378K
WDC
Western Digital Corp

Technology
-155
- 3.92%
$59.62 - $73.43 $9.24K - $11.4K
3.8K $226K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-690
- 7.05%
$26.63 - $30.23 $18.4K - $20.9K
9.1K $242K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-2.06K
- 8.74%
$15.05 - $16.03 $31K - $33K
21.5K $328K
AVUV
American Centy ETF Tr Avantis

ETFs
-450
- 13.27%
$94.37 - $106.41 $42.5K - $47.9K
2.94K $283K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-212
- 6.05%
$311.11 - $335.64 $66K - $71.2K
3.29K $1.06M
CTVA
Corteva, Inc.

Basic Materials
-475
- 6.29%
$55.21 - $64.13 $26.2K - $30.5K
7.08K $402K
IYJ
Ishares Tr

ETFs
-299
- 10.21%
$132.97 - $143.93 $39.8K - $43K
2.63K $351K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-1.37K
- 8.27%
$11.82 - $13.73 $16.2K - $18.8K
15.2K $183K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-386
- 16.16%
$111.85 - $120.71 $43.2K - $46.6K
2K $230K
AOK
Ishares Tr Core Conservative A

ETFs
-513
- 3.46%
$37.3 - $38.64 $19.1K - $19.8K
14.3K $534K
LNC
Lincoln National Corp

Financial Services
-1.34K
- 6.58%
$30.46 - $36.84 $40.9K - $49.5K
19.1K $604K
ABR
Arbor Realty Trust Inc

Real Estate
-753
- 4.54%
$13.66 - $15.64 $10.3K - $11.8K
15.8K $219K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-250
- 3.81%
$37.12 - $41.23 $9.28K - $10.3K
6.31K $234K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-1.13K
- 10.07%
$19.47 - $20.95 $22.1K - $23.8K
10.1K $197K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-498
- 8.39%
$65.67 - $69.79 $32.7K - $34.8K
5.44K $364K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-471
- 9.44%
$51.33 - $53.74 $24.2K - $25.3K
4.52K $232K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-124
- 3.16%
$60.13 - $67.31 $7.46K - $8.35K
3.79K $230K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-1.19K
- 7.41%
$39.2 - $40.69 $46.6K - $48.4K
14.9K $599K
VTC
Vanguard Scottsdale Fds Total

ETFs
-152
- 2.49%
$75.59 - $79.31 $11.5K - $12.1K
5.96K $451K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-265
- 6.97%
$113.79 - $124.5 $30.2K - $33K
3.54K $405K
BEEM
Beam Global

Technology
-328
- 1.94%
$2.7 - $5.14 $886 - $1.69K
16.6K $52K
SAP
Sap Se

Technology
-370
- 10.33%
$218.13 - $255.54 $80.7K - $94.5K
3.21K $790K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-1.35K
- 16.5%
$26.53 - $28.09 $35.8K - $37.9K
6.82K $187K
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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