AE Wealth Management
Latest statistics and disclosures from AE Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, VOO, VNLA, IVV, and represent 11.32% of AE Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: APRW (+$52M), FEBW (+$51M), MART (+$51M), PMAR (+$45M), PAPR (+$40M), MARW (+$37M), APRT (+$32M), CRED (+$30M), FEBT (+$24M), AVIG (+$18M).
- Started 39 new stock positions in IAK, NKLA, PRAY, PTEN, NSSC, MARW, Aim Etf Products Trust, MART, Innovator Etfs Trust, BUCK.
- Reduced shares in these 10 stocks: SPLG (-$317M), AAPL (-$315M), QQQ (-$301M), SPY (-$287M), MSFT (-$256M), VOO (-$227M), IVV (-$213M), DFSU (-$197M), NVDA (-$187M), BIL (-$182M).
- Sold out of its positions in AAON, AFCG, AGNC, OUSA, AMLP, ARKQ, ARKG, ARKW, ARKF, AXTI.
- AE Wealth Management was a net seller of stock by $-11B.
- AE Wealth Management has $8.6B in assets under management (AUM), dropping by -54.56%.
- Central Index Key (CIK): 0001697723
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Portfolio Holdings for AE Wealth Management
AE Wealth Management holds 1141 positions in its portfolio as reported in the March 2024 quarterly 13F filing
AE Wealth Management has 1141 total positions. Only the first 250 positions are shown.
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- Download the AE Wealth Management March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 2.6 | $223M | -58% | 1.3M | 171.48 |
|
| Microsoft Corporation (MSFT) | 2.5 | $218M | -53% | 518k | 420.72 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.3 | $196M | -53% | 408k | 480.81 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 2.0 | $175M | 3.6M | 48.50 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $166M | -56% | 315k | 525.72 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.9 | $163M | -65% | 2.7M | 61.53 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $137M | -57% | 152k | 903.56 |
|
| Amazon (AMZN) | 1.5 | $133M | -51% | 739k | 180.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $99M | -37% | 656k | 150.93 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.1 | $92M | -28% | 1.3M | 73.15 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $85M | -77% | 163k | 521.98 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $83M | -22% | 198k | 420.52 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $81M | -15% | 494k | 164.34 |
|
| Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) | 0.9 | $81M | -53% | 2.6M | 31.44 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.9 | $76M | -25% | 1.5M | 50.10 |
|
| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.9 | $76M | -41% | 749k | 101.15 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.9 | $74M | -52% | 594k | 125.00 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $73M | -38% | 365k | 200.51 |
|
| Meta Platforms Cl A (META) | 0.8 | $71M | -41% | 147k | 485.58 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.8 | $70M | -51% | 914k | 76.32 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $60M | -48% | 518k | 116.23 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.7 | $59M | -4% | 1.2M | 50.74 |
|
| Home Depot (HD) | 0.7 | $59M | -31% | 154k | 383.60 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.7 | $58M | -9% | 1.6M | 36.54 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.7 | $58M | +5% | 664k | 87.29 |
|
| Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW) | 0.7 | $57M | +846% | 2.0M | 28.96 |
|
| Chevron Corporation (CVX) | 0.6 | $56M | -35% | 353k | 158.53 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $55M | -58% | 1.1M | 51.61 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $55M | -46% | 527k | 103.79 |
|
| Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) | 0.6 | $52M | NEW | 1.7M | 30.26 |
|
| Procter & Gamble Company (PG) | 0.6 | $52M | -43% | 321k | 162.25 |
|
| Merck & Co (MRK) | 0.6 | $51M | -32% | 388k | 131.95 |
|
| Aim Etf Products Trust Us Larcp B10 Mar (MART) | 0.6 | $51M | NEW | 1.7M | 30.54 |
|
| McDonald's Corporation (MCD) | 0.6 | $49M | -23% | 174k | 281.90 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.5 | $47M | +1902% | 1.3M | 36.81 |
|
| UnitedHealth (UNH) | 0.5 | $46M | -40% | 92k | 495.38 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $46M | -40% | 481k | 94.62 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $45M | -64% | 449k | 100.73 |
|
| salesforce (CRM) | 0.5 | $45M | -6% | 149k | 301.18 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $44M | -37% | 57k | 777.96 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $42M | -87% | 95k | 444.01 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.5 | $42M | +2038% | 1.2M | 33.59 |
|
| Johnson & Johnson (JNJ) | 0.5 | $42M | -33% | 264k | 158.05 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $42M | -52% | 763k | 54.41 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $41M | -15% | 491k | 84.09 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.5 | $41M | -58% | 816k | 50.45 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.5 | $41M | +5% | 606k | 67.88 |
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.5 | $41M | +11% | 799k | 51.12 |
|
| Visa Com Cl A (V) | 0.5 | $40M | -44% | 144k | 279.04 |
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.5 | $39M | +4% | 789k | 49.63 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $39M | -63% | 851k | 45.61 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $38M | +24% | 455k | 84.29 |
|
| Aim Etf Products Trust Us Lrgcp B10 Jan (JANT) | 0.4 | $38M | -14% | 1.2M | 32.98 |
|
| Pepsi (PEP) | 0.4 | $38M | -31% | 217k | 175.00 |
|
| Aim Etf Products Trust Us Larcp B20 Mar (MARW) | 0.4 | $37M | NEW | 1.3M | 28.72 |
|
| Abbvie (ABBV) | 0.4 | $37M | -39% | 202k | 182.08 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $36M | -7% | 358k | 100.54 |
|
| Tesla Motors (TSLA) | 0.4 | $36M | -44% | 204k | 175.79 |
|
| Collaborative Investmnt Ser Mohr Growth Etf (MOHR) | 0.4 | $36M | -38% | 1.6M | 21.96 |
|
| Cisco Systems (CSCO) | 0.4 | $35M | -49% | 699k | 49.91 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.4 | $35M | +43% | 783k | 44.40 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $34M | -63% | 163k | 210.30 |
|
| Verizon Communications (VZ) | 0.4 | $33M | -53% | 794k | 41.96 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.4 | $33M | -15% | 667k | 48.77 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.4 | $32M | -51% | 281k | 114.00 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $32M | -56% | 680k | 46.50 |
|
| Aim Etf Products Trust Us Lrgcp B10 Apr (APRT) | 0.4 | $32M | NEW | 904k | 34.85 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $31M | -53% | 286k | 107.60 |
|
| Columbia Etf Tr I Research Enhan (CRED) | 0.3 | $30M | NEW | 680k | 44.00 |
|
| Aim Etf Products Trust Us Lrgcp B10 Feb (FEBT) | 0.3 | $30M | +389% | 966k | 30.91 |
|
| Exelon Corporation (EXC) | 0.3 | $29M | +2% | 776k | 37.57 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $29M | -18% | 59k | 481.57 |
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 0.3 | $28M | +16% | 974k | 29.11 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $28M | -25% | 122k | 233.00 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $28M | -39% | 151k | 186.86 |
|
| At&t (T) | 0.3 | $28M | -34% | 1.6M | 17.60 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $28M | +13% | 1.2M | 22.77 |
|
| IDEX Corporation (IEX) | 0.3 | $28M | +19% | 113k | 244.02 |
|
| Advanced Micro Devices (AMD) | 0.3 | $27M | -55% | 152k | 180.49 |
|
| Philip Morris International (PM) | 0.3 | $27M | -31% | 291k | 91.63 |
|
| Intercontinental Exchange (ICE) | 0.3 | $27M | +26% | 194k | 137.43 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $27M | -7% | 527k | 50.24 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.3 | $26M | +201% | 638k | 41.25 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $26M | -21% | 601k | 43.34 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $26M | -59% | 49k | 524.59 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $26M | 44k | 581.21 |
|
|
| Walt Disney Company (DIS) | 0.3 | $26M | -13% | 208k | 122.36 |
|
| S&p Global (SPGI) | 0.3 | $25M | -34% | 59k | 425.46 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $24M | -85% | 71k | 344.20 |
|
| Aim Etf Products Trust Us Lrgcp B10 Dec (DECT) | 0.3 | $24M | -7% | 806k | 30.13 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $24M | +19% | 89k | 271.01 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.3 | $24M | +15% | 454k | 52.37 |
|
| Emerson Electric (EMR) | 0.3 | $24M | -18% | 207k | 113.42 |
|
| Agilent Technologies Inc C ommon (A) | 0.3 | $23M | +20% | 160k | 145.51 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $23M | -63% | 380k | 60.50 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.3 | $23M | -44% | 504k | 45.59 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.3 | $23M | +18% | 534k | 42.42 |
|
| Goldman Sachs (GS) | 0.3 | $23M | +2% | 53k | 425.80 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $22M | -30% | 173k | 128.92 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.3 | $22M | -58% | 331k | 67.13 |
|
| International Business Machines (IBM) | 0.3 | $22M | -53% | 116k | 190.97 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $22M | -44% | 189k | 115.81 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.3 | $22M | +13% | 624k | 34.88 |
|
| Prologis (PLD) | 0.3 | $22M | -6% | 166k | 131.25 |
|
| Comerica Incorporated (CMA) | 0.2 | $22M | -35% | 391k | 54.99 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.2 | $21M | -46% | 357k | 58.95 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $21M | +2% | 1.5M | 13.95 |
|
| Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL) | 0.2 | $21M | -37% | 973k | 21.37 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $21M | -20% | 223k | 93.05 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $21M | -40% | 201k | 102.30 |
|
| CSX Corporation (CSX) | 0.2 | $21M | 552k | 37.07 |
|
|
| Series Portfolios Tr Panagram Aaa (CLOX) | 0.2 | $20M | +8% | 801k | 25.51 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.2 | $20M | 264k | 76.00 |
|
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.2 | $20M | -46% | 715k | 27.94 |
|
| Listed Fd Tr Trueshares Dec (DECZ) | 0.2 | $20M | -42% | 580k | 34.36 |
|
| Nike CL B (NKE) | 0.2 | $20M | -4% | 210k | 93.98 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $20M | -53% | 230k | 85.02 |
|
| Bank of America Corporation (BAC) | 0.2 | $20M | -41% | 514k | 37.92 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $19M | +3% | 222k | 87.23 |
|
| Prudential Financial (PRU) | 0.2 | $19M | -26% | 164k | 117.42 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.2 | $19M | 275k | 69.75 |
|
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $19M | -15% | 412k | 45.94 |
|
| Nrg Energy Com New (NRG) | 0.2 | $19M | -17% | 275k | 67.82 |
|
| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.2 | $19M | -30% | 819k | 22.77 |
|
| International Paper Company (IP) | 0.2 | $19M | -13% | 474k | 39.02 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $18M | -50% | 136k | 135.06 |
|
| Intel Corporation (INTC) | 0.2 | $18M | -26% | 413k | 44.17 |
|
| AFLAC Incorporated (AFL) | 0.2 | $18M | +9% | 212k | 85.85 |
|
| J.B. Hunt Transport Services (JBHT) | 0.2 | $18M | +28% | 91k | 199.25 |
|
| Key (KEY) | 0.2 | $18M | -27% | 1.1M | 15.81 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.2 | $18M | -66% | 663k | 27.00 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $18M | -44% | 348k | 51.28 |
|
| Flexshares Tr Cr Scd Us Bd (SKOR) | 0.2 | $18M | +33% | 371k | 47.78 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $17M | -38% | 390k | 44.72 |
|
| Citigroup Com New (C) | 0.2 | $17M | -19% | 273k | 63.24 |
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.2 | $17M | -31% | 538k | 32.00 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.2 | $17M | -8% | 206k | 82.48 |
|
| Global X Fds Globx Supdv Us (DIV) | 0.2 | $17M | -29% | 1.1M | 15.00 |
|
| Ford Motor Company (F) | 0.2 | $17M | -27% | 1.3M | 13.28 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.2 | $17M | -29% | 399k | 41.95 |
|
| TJX Companies (TJX) | 0.2 | $17M | -14% | 164k | 101.42 |
|
| Yum! Brands (YUM) | 0.2 | $17M | +8% | 119k | 138.65 |
|
| Interpublic Group of Companies (IPG) | 0.2 | $16M | -9% | 502k | 32.63 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $16M | -69% | 417k | 39.02 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $16M | -58% | 562k | 28.92 |
|
| Oneok (OKE) | 0.2 | $16M | -16% | 203k | 80.18 |
|
| Collaborative Investmnt Ser Adaptive Core (RULE) | 0.2 | $16M | -40% | 733k | 22.00 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $16M | -17% | 280k | 57.57 |
|
| Omni (OMC) | 0.2 | $16M | -14% | 166k | 96.77 |
|
| NiSource (NI) | 0.2 | $16M | -7% | 576k | 27.45 |
|
| Qorvo (QRVO) | 0.2 | $16M | +27% | 138k | 114.82 |
|
| Honeywell International (HON) | 0.2 | $16M | -40% | 77k | 205.25 |
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.2 | $16M | +7% | 715k | 21.87 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.2 | $16M | -59% | 352k | 44.09 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $15M | -43% | 163k | 93.75 |
|
| Series Portfolios Tr Panagram Bbb B (CLOZ) | 0.2 | $15M | -21% | 568k | 26.79 |
|
| Union Pacific Corporation (UNP) | 0.2 | $15M | -29% | 62k | 245.94 |
|
| Valero Energy Corporation (VLO) | 0.2 | $15M | -33% | 89k | 170.69 |
|
| Public Service Enterprise (PEG) | 0.2 | $15M | -27% | 226k | 66.78 |
|
| Watsco, Incorporated (WSO) | 0.2 | $15M | -41% | 36k | 417.08 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.2 | $15M | -60% | 476k | 31.62 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $15M | +7% | 274k | 54.43 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $15M | -43% | 161k | 92.42 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $15M | -27% | 383k | 38.80 |
|
| Ishares Tr Msci Acwi Exus (HAWX) | 0.2 | $15M | 471k | 31.41 |
|
|
| Collaborative Investmnt Ser Mohr Sector Nav (SNAV) | 0.2 | $15M | -38% | 501k | 29.41 |
|
| Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.2 | $15M | -77% | 626k | 23.32 |
|
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.2 | $15M | -5% | 563k | 25.87 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $15M | +9% | 481k | 30.22 |
|
| Dominion Resources (D) | 0.2 | $14M | -29% | 290k | 49.19 |
|
| Fifth Third Ban (FITB) | 0.2 | $14M | -26% | 374k | 37.21 |
|
| Altria (MO) | 0.2 | $14M | -57% | 317k | 43.62 |
|
| Hp (HPQ) | 0.2 | $14M | -33% | 458k | 30.22 |
|
| Collaborative Investmnt Ser Mohr Ind Nav Etf | 0.2 | $14M | NEW | 516k | 26.49 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $14M | -68% | 184k | 74.22 |
|
| Entergy Corporation (ETR) | 0.2 | $13M | -26% | 127k | 105.68 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $13M | -80% | 161k | 83.53 |
|
| Pfizer (PFE) | 0.2 | $13M | -53% | 484k | 27.75 |
|
| Ishares Tr Cmbs Etf (CMBS) | 0.2 | $13M | +14% | 284k | 47.10 |
|
| Citizens Financial (CFG) | 0.2 | $13M | -17% | 365k | 36.29 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $13M | -23% | 53k | 247.43 |
|
| Franklin Resources (BEN) | 0.2 | $13M | -18% | 469k | 28.11 |
|
| Principal Financial (PFG) | 0.2 | $13M | -18% | 151k | 86.34 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $13M | -13% | 268k | 48.25 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $13M | -71% | 18k | 732.62 |
|
| Edison International (EIX) | 0.1 | $13M | -11% | 182k | 70.73 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $13M | -19% | 241k | 53.04 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $13M | +22% | 483k | 26.09 |
|
| American Electric Power Company (AEP) | 0.1 | $13M | -29% | 146k | 86.10 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $13M | -48% | 438k | 28.50 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $12M | -73% | 80k | 152.26 |
|
| Vanguard World Extended Dur (EDV) | 0.1 | $12M | -58% | 156k | 76.60 |
|
| CMS Energy Corporation (CMS) | 0.1 | $12M | -17% | 193k | 60.35 |
|
| DTE Energy Company (DTE) | 0.1 | $11M | -26% | 102k | 112.04 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $11M | -80% | 40k | 286.61 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.1 | $11M | -64% | 504k | 22.17 |
|
| Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) | 0.1 | $11M | -30% | 309k | 36.00 |
|
| BorgWarner (BWA) | 0.1 | $11M | +11% | 316k | 34.74 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $11M | -18% | 212k | 50.40 |
|
| CenterPoint Energy (CNP) | 0.1 | $11M | +8% | 373k | 28.49 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $11M | -85% | 65k | 162.86 |
|
| PPL Corporation (PPL) | 0.1 | $11M | -25% | 382k | 27.52 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $11M | -62% | 128k | 81.66 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $10M | -5% | 210k | 49.55 |
|
| Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) | 0.1 | $10M | +909% | 352k | 29.57 |
|
| Invesco SHS (IVZ) | 0.1 | $10M | -18% | 627k | 16.59 |
|
| Aptar (ATR) | 0.1 | $10M | +23% | 72k | 143.62 |
|
| Wec Energy Group (WEC) | 0.1 | $10M | -10% | 125k | 82.12 |
|
| Wisdomtree Tr Currncy Int Eq (DDWM) | 0.1 | $10M | +3% | 295k | 34.20 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $10M | -15% | 166k | 60.42 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $10M | -85% | 102k | 98.10 |
|
| Sonoco Products Company (SON) | 0.1 | $9.8M | -12% | 170k | 57.69 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $9.8M | -77% | 127k | 76.67 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $9.5M | -68% | 131k | 72.69 |
|
| Oge Energy Corp (OGE) | 0.1 | $9.5M | -10% | 277k | 34.30 |
|
| FirstEnergy (FE) | 0.1 | $9.4M | -14% | 244k | 38.62 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $9.3M | -70% | 215k | 43.40 |
|
| Wal-Mart Stores (WMT) | 0.1 | $9.3M | -46% | 155k | 60.17 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $9.3M | -93% | 36k | 259.90 |
|
| Watts Water Technologies Cl A (WTS) | 0.1 | $9.2M | +20% | 43k | 212.55 |
|
| Globe Life (GL) | 0.1 | $9.1M | -3% | 78k | 116.37 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $9.0M | -57% | 96k | 94.40 |
|
| Walgreen Boots Alliance (WBA) | 0.1 | $8.9M | -25% | 411k | 21.69 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) | 0.1 | $8.8M | -4% | 269k | 32.65 |
|
| EastGroup Properties (EGP) | 0.1 | $8.6M | +17% | 48k | 179.77 |
|
| Gra (GGG) | 0.1 | $8.6M | -6% | 91k | 93.73 |
|
| Evercore Class A (EVR) | 0.1 | $8.3M | +14% | 43k | 192.61 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $8.3M | -95% | 90k | 91.80 |
|
| Tri Pointe Homes (TPH) | 0.1 | $8.3M | +20% | 214k | 38.66 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $8.2M | -78% | 161k | 50.69 |
|
| Newell Rubbermaid (NWL) | 0.1 | $8.1M | -11% | 1.0M | 8.03 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $8.1M | -37% | 52k | 155.91 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $8.0M | -67% | 129k | 62.00 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.1 | $7.8M | -9% | 359k | 21.72 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $7.8M | -84% | 155k | 50.17 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $7.7M | -54% | 61k | 125.86 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.1 | $7.7M | -36% | 180k | 42.95 |
|
| Uber Technologies (UBER) | 0.1 | $7.7M | -25% | 100k | 77.00 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.1 | $7.6M | -14% | 146k | 52.46 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $7.6M | -88% | 19k | 397.76 |
|
| Eaton Corp SHS (ETN) | 0.1 | $7.6M | -24% | 24k | 312.71 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $7.5M | -85% | 93k | 80.82 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $7.5M | -80% | 69k | 109.00 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $7.2M | +14% | 157k | 46.00 |
|
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $7.2M | -8% | 94k | 76.38 |
|
| Innovator Etfs Trust Equity Def Protn (TJUL) | 0.1 | $7.2M | -3% | 272k | 26.31 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $7.1M | -55% | 21k | 346.61 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.1 | $7.1M | -52% | 132k | 53.71 |
|
| Ishares Tr Us Industrials (IYJ) | 0.1 | $7.0M | -26% | 56k | 125.71 |
|
| Coca-Cola Company (KO) | 0.1 | $6.9M | -82% | 113k | 61.19 |
|
Past Filings by AE Wealth Management
SEC 13F filings are viewable for AE Wealth Management going back to 2016
- AE Wealth Management 2024 Q1 filed May 15, 2024
- AE Wealth Management 2023 Q4 filed Feb. 14, 2024
- AE Wealth Management 2023 Q3 filed Oct. 11, 2023
- AE Wealth Management 2023 Q2 filed July 10, 2023
- AE Wealth Management 2023 Q1 filed April 14, 2023
- AE Wealth Management 2022 Q4 filed Jan. 31, 2023
- AE Wealth Management 2022 Q3 filed Oct. 25, 2022
- AE Wealth Management 2022 Q2 filed Aug. 3, 2022
- AE Wealth Management 2022 Q1 filed April 18, 2022
- AE Wealth Management 2021 Q4 filed Jan. 20, 2022
- AE Wealth Management 2021 Q3 filed Nov. 1, 2021
- AE Wealth Management 2021 Q2 filed July 21, 2021
- AE Wealth Management 2021 Q1 filed April 27, 2021
- AE Wealth Management 2020 Q4 filed Feb. 1, 2021
- AE Wealth Management 2020 Q3 filed Nov. 6, 2020
- AE Wealth Management 2020 Q2 filed Aug. 5, 2020