Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

AE Wealth Management

Latest statistics and disclosures from AE Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, MSFT, VNLA, AMZN, and represent 13.63% of AE Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SIXO (+$136M), OCTW (+$87M), MSFT (+$73M), GSEP (+$62M), NVDA (+$51M), PYLD (+$46M), PVEX (+$45M), BOND (+$45M), AVIG (+$41M), NFLX (+$40M).
Started 311 new stock positions in MREO, CNM, BWFG, IBDT, SOLS, IDVO, ASLE, AIVL, SDOW, CON.
Reduced shares in these 10 stocks: SIXP (-$138M), DECW (-$78M), GJUL (-$61M), TMO (-$37M), QUAL (-$30M), TJX (-$30M), AFL (-$30M), IEX (-$28M), JBHT (-$24M), EXC (-$23M).
Sold out of its positions in OUSM, REIT, ACM, AVAV, ADC, FEBU, JANU, SEPU, AUGU, JNEU.
AE Wealth Management was a net buyer of stock by $1.5B.
AE Wealth Management has $17B in assets under management (AUM), dropping by 11.20%.
Central Index Key (CIK): 0001697723

Tip: Access up to 7 years of quarterly data

Positions held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for AE Wealth Management

AE Wealth Management holds 2453 positions in its portfolio as reported in the December 2025 quarterly 13F filing

AE Wealth Management has 2453 total positions. Only the first 250 positions are shown.

Sign up to view all of the AE Wealth Management Dec. 31, 2025 positions
Download the AE Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.4	$585M	+6%	2.2M	271.86	View chart
NVIDIA Corporation (NVDA)	3.3	$573M	+9%	3.1M	186.50	View chart
Microsoft Corporation (MSFT)	2.9	$499M	+17%	1.0M	483.62	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	2.1	$368M	+5%	7.5M	49.14	View chart
Amazon (AMZN)	2.0	$348M	+9%	1.5M	230.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$347M	+8%	507k	684.94	View chart
Spdr Series Trust State Street Spd (SPYG)	1.8	$314M	-2%	2.9M	106.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$279M	-3%	892k	313.00	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.5	$255M	+19%	6.1M	41.92	View chart
Meta Platforms Cl A (META)	1.3	$229M	+11%	348k	660.10	View chart
Broadcom (AVGO)	1.2	$214M	+4%	618k	346.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$212M		338k	627.16	View chart
Spdr Series Trust State Street Spd (SPYV)	1.1	$199M	+12%	3.5M	56.81	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.0	$177M		638k	277.10	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.0	$173M	+36%	6.5M	26.68	View chart
JPMorgan Chase & Co. (JPM)	1.0	$167M	+8%	517k	322.22	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.8	$138M	+47%	1.5M	93.08	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	0.8	$137M	+35648%	3.9M	34.73	View chart
Capitol Ser Tr Sterling Cap Enh (SCEC)	0.8	$134M	+2%	5.3M	25.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$134M	-4%	266k	502.64	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.7	$130M		4.7M	27.39	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$128M	+4%	2.5M	50.58	View chart
Exxon Mobil Corporation (XOM)	0.7	$117M	+4%	969k	120.34	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$116M		1.7M	67.22	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$115M		1.4M	80.23	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$115M	+17%	168k	681.89	View chart
Tesla Motors (TSLA)	0.7	$113M	+2%	252k	449.72	View chart
Mastercard Incorporated Cl A (MA)	0.6	$108M	+44%	190k	570.89	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.6	$108M	+24%	1.3M	82.48	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$106M	-5%	2.3M	46.80	View chart
Cisco Systems (CSCO)	0.6	$103M	+11%	1.3M	77.03	View chart
Johnson & Johnson (JNJ)	0.6	$101M		490k	206.95	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.6	$101M	-15%	1.0M	100.76	View chart
Spdr Series Trust State Street Spd (MDYG)	0.6	$100M	+26%	1.1M	92.43	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.6	$99M	+3%	1.1M	91.88	View chart
Visa Com Cl A (V)	0.6	$99M	+13%	282k	350.72	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.6	$99M	+26%	967k	102.16	View chart
Wal-Mart Stores (WMT)	0.6	$97M	+56%	872k	111.41	View chart
Eli Lilly & Co. (LLY)	0.6	$97M	+4%	90k	1074.66	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.6	$96M	+3%	961k	100.34	View chart
Procter & Gamble Company (PG)	0.5	$94M		655k	143.31	View chart
Micron Technology (MU)	0.5	$92M	-9%	321k	285.41	View chart
Palantir Technologies Cl A (PLTR)	0.5	$91M	+2%	511k	177.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$90M	+58%	1.0M	89.46	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$88M	+2%	711k	123.24	View chart
McDonald's Corporation (MCD)	0.5	$87M	-10%	285k	305.63	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.5	$87M	+27776%	2.2M	39.00	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.5	$86M	+24%	266k	323.01	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$86M	+2%	1.4M	60.78	View chart
Philip Morris International (PM)	0.5	$84M	+56%	525k	160.40	View chart
Bank of America Corporation (BAC)	0.5	$83M	+58%	1.5M	55.00	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$81M	+38%	383k	212.49	View chart
Chevron Corporation (CVX)	0.5	$81M	+12%	531k	152.41	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$79M	+10%	3.4M	23.02	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.4	$76M	+31%	1.4M	55.22	View chart
Elevation Series Trust Trueshares Quart (QBER)	0.4	$75M	-15%	3.1M	23.97	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$75M		1.1M	71.41	View chart
Fidelity Covington Trust Fidelity Us Mltf (FLRG)	0.4	$74M	+8%	1.9M	37.95	View chart
Spdr Series Trust State Street Spd (MDYV)	0.4	$73M	+29%	859k	84.65	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.4	$71M	+25%	1.3M	53.11	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	0.4	$70M	-11%	2.2M	31.92	View chart
Advanced Micro Devices (AMD)	0.4	$69M		324k	214.16	View chart
Abbvie (ABBV)	0.4	$67M	+2%	294k	228.49	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.4	$67M	+56%	1.0M	63.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$65M	-32%	325k	198.65	View chart
Costco Wholesale Corporation (COST)	0.4	$64M	+77%	75k	862.30	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$64M	+26%	639k	100.38	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	0.4	$63M	+3%	2.4M	25.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.4	$62M	+74173%	1.6M	38.74	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.4	$62M	+14%	1.3M	49.13	View chart
salesforce (CRM)	0.4	$61M	+21%	232k	264.91	View chart
Applied Materials (AMAT)	0.4	$61M	+13%	238k	256.99	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.3	$61M	+12%	1.2M	49.70	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$59M		520k	113.89	View chart
Ge Aerospace Com New (GE)	0.3	$59M	+55%	192k	308.03	View chart
Goldman Sachs (GS)	0.3	$58M	-23%	66k	878.99	View chart
Spdr Series Trust State Street Spd (SPBO)	0.3	$58M	+13%	2.0M	29.34	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	0.3	$58M	+4%	1.2M	49.53	View chart
Wells Fargo & Company (WFC)	0.3	$57M	+24%	611k	93.20	View chart
Verizon Communications (VZ)	0.3	$56M	+15%	1.4M	40.73	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.3	$56M	-2%	1.5M	36.66	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$55M	+6%	572k	95.22	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$54M	+6%	925k	58.73	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$53M	+2%	378k	141.07	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$48M	+13%	450k	107.11	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$48M	-5%	140k	342.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$48M	+2%	78k	613.93	View chart
Watts Water Technologies Cl A (WTS)	0.3	$47M	+23%	171k	276.03	View chart
At&t (T)	0.3	$47M	-6%	1.9M	24.84	View chart
Elevation Series Trust Trueshares Convx (PVEX)	0.3	$46M	+4084%	1.6M	28.37	View chart
Oracle Corporation (ORCL)	0.3	$46M	+14%	235k	194.91	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPT)	0.3	$46M		1.3M	35.16	View chart
Netflix (NFLX)	0.3	$45M	+898%	479k	93.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$44M	-2%	91k	488.66	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	0.3	$44M		1.5M	29.71	View chart
Amgen (AMGN)	0.3	$44M	+21%	134k	327.33	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$43M	+30%	1.6M	26.89	View chart
Elevation Series Trust Trueshares Struc (SEPZ)	0.2	$43M		1.0M	42.25	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.2	$41M	-4%	1.9M	21.91	View chart
Aptar (ATR)	0.2	$41M	+45%	335k	121.96	View chart
Raytheon Technologies Corp (RTX)	0.2	$40M	+95%	218k	183.40	View chart
Home Depot (HD)	0.2	$38M	-14%	110k	344.11	View chart
S&p Global (SPGI)	0.2	$38M	+2%	72k	522.63	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.2	$38M	+2%	1.0M	37.01	View chart
Altria (MO)	0.2	$37M	-2%	642k	57.66	View chart
Pfizer (PFE)	0.2	$36M	+17%	1.5M	24.90	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$36M	+9%	606k	58.74	View chart
EastGroup Properties (EGP)	0.2	$35M	+30%	199k	178.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$35M	-13%	1.5M	24.04	View chart
American Electric Power Company (AEP)	0.2	$35M	+75%	305k	115.31	View chart
Ryder System (R)	0.2	$34M	+27%	179k	191.39	View chart
Lam Research Corp Com New (LRCX)	0.2	$34M	+256%	200k	171.18	View chart
Ssga Active Tr Spdr Bridgewater (ALLW)	0.2	$34M	+44%	1.2M	27.49	View chart
Citigroup Com New (C)	0.2	$34M	-11%	288k	116.69	View chart
International Business Machines (IBM)	0.2	$33M	+2%	112k	296.19	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$33M	+42%	130k	252.41	View chart
Gra (GGG)	0.2	$33M	+32%	398k	81.97	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.2	$32M		826k	39.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$32M	+8%	102k	313.79	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$32M	+4%	1.2M	26.47	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$31M	+61%	645k	48.66	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$31M	+6%	266k	117.72	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$31M	+3%	800k	38.54	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$31M	+7%	925k	33.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$31M	+5%	215k	143.51	View chart
Comcast Corp Cl A (CMCSA)	0.2	$31M	+51%	1.0M	29.89	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.2	$31M		565k	54.07	View chart
Arista Networks Com Shs (ANET)	0.2	$30M	+14%	232k	131.03	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.2	$30M	-72%	887k	33.94	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$30M	+7%	308k	96.27	View chart
Huntington Bancshares Incorporated (HBAN)	0.2	$30M		1.7M	17.35	View chart
Walt Disney Company (DIS)	0.2	$29M	+26%	252k	113.77	View chart
Lennar Corp Cl A (LEN)	0.2	$29M	+1549%	278k	102.80	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$28M		72k	396.31	View chart
Edison International (EIX)	0.2	$28M	-10%	473k	60.02	View chart
Bank of New York Mellon Corporation (BK)	0.2	$28M	+997%	244k	116.09	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$28M	+37%	331k	85.37	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$28M	+1324%	105k	268.31	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$28M	+3%	281k	99.44	View chart
Us Bancorp Del Com New (USB)	0.2	$28M	+4%	523k	53.36	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.2	$28M	+12%	1.2M	23.70	View chart
T. Rowe Price (TROW)	0.2	$28M	+3%	269k	102.38	View chart
Qualcomm (QCOM)	0.2	$28M	+24%	161k	171.05	View chart
Intercontinental Exchange (ICE)	0.2	$28M	-38%	170k	161.96	View chart
Morgan Stanley Com New (MS)	0.2	$28M	+618%	155k	177.53	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$27M	+22%	589k	46.54	View chart
Prudential Financial (PRU)	0.2	$27M	+5%	242k	112.88	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.2	$27M	+16%	1.2M	22.27	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$27M	-4%	705k	38.03	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.2	$27M		885k	30.27	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.2	$27M	+9%	978k	27.26	View chart
Ford Motor Company (F)	0.2	$26M		2.0M	13.12	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$26M	+2%	403k	64.79	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.1	$26M	+2%	345k	75.46	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$26M	-4%	674k	38.11	View chart
Omni (OMC)	0.1	$26M	+8%	316k	80.75	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$25M	-3%	427k	59.54	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.1	$25M	+4%	991k	25.55	View chart
Truist Financial Corp equities (TFC)	0.1	$25M		514k	49.21	View chart
Elevation Series Trust Trueshares Strcd (JANZ)	0.1	$25M	+8918%	657k	38.11	View chart
Dover Corporation (DOV)	0.1	$25M	NEW	128k	195.23	View chart
Dominion Resources (D)	0.1	$25M	+4%	424k	58.59	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$25M		299k	82.48	View chart
CSX Corporation (CSX)	0.1	$25M	-8%	678k	36.25	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.1	$25M	+8%	570k	42.99	View chart
Citizens Financial (CFG)	0.1	$24M		413k	58.41	View chart
Ishares Tr Cmbs Etf (CMBS)	0.1	$24M	+13%	491k	49.08	View chart
Valero Energy Corporation (VLO)	0.1	$23M		143k	162.80	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$23M	+27%	689k	33.51	View chart
Regions Financial Corporation (RF)	0.1	$23M		844k	27.10	View chart
Key (KEY)	0.1	$23M	-18%	1.1M	20.64	View chart
Campbell Soup Company (CPB)	0.1	$23M	+2690%	807k	27.87	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$22M	+6%	187k	119.35	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$22M		519k	42.56	View chart
Bristol Myers Squibb (BMY)	0.1	$22M	+31%	401k	53.94	View chart
Church & Dwight (CHD)	0.1	$22M	NEW	258k	83.85	View chart
Eversource Energy (ES)	0.1	$21M		315k	67.33	View chart
Linde SHS (LIN)	0.1	$21M	+194%	49k	426.41	View chart
Archer Daniels Midland Company (ADM)	0.1	$21M	-2%	363k	57.49	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$21M	+6%	134k	155.12	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$21M	+119%	464k	44.71	View chart
Emerson Electric (EMR)	0.1	$21M	+37%	156k	132.71	View chart
Amphenol Corp Cl A (APH)	0.1	$21M	+1028%	153k	135.14	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$20M	+28%	382k	52.77	View chart
Genuine Parts Company (GPC)	0.1	$20M	+6%	163k	122.96	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.1	$20M	+17%	400k	50.23	View chart
Kimberly-Clark Corporation (KMB)	0.1	$20M	+22%	197k	100.89	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$20M	+14%	228k	87.14	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$20M	+6%	1.1M	17.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$20M	+5%	104k	190.99	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$20M	+15%	389k	50.59	View chart
CVS Caremark Corporation (CVS)	0.1	$19M	-5%	244k	79.36	View chart
Uber Technologies (UBER)	0.1	$19M	-22%	233k	81.71	View chart
Pepsi (PEP)	0.1	$19M	-45%	133k	143.53	View chart
General Mills (GIS)	0.1	$19M	+16%	405k	46.50	View chart
Wec Energy Group (WEC)	0.1	$19M	+3%	178k	105.47	View chart
Marsh & McLennan Companies	0.1	$19M	+1507%	101k	185.51	View chart
Exelon Corporation (EXC)	0.1	$18M	-55%	422k	43.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$18M	+21%	55k	335.44	View chart
Monster Beverage Corp (MNST)	0.1	$18M	+16%	238k	76.67	View chart
Zoetis Cl A (ZTS)	0.1	$18M	+71%	145k	125.82	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.1	$18M	+48%	377k	48.04	View chart
CMS Energy Corporation (CMS)	0.1	$18M	+3%	253k	69.93	View chart
Kkr & Co (KKR)	0.1	$18M	+32%	138k	127.47	View chart
Lazard Ltd Shs -a - (LAZ)	0.1	$18M	+3%	362k	48.56	View chart
Entergy Corporation (ETR)	0.1	$18M	+653%	190k	92.43	View chart
Elevation Series Trust Trueshares Dec (DECZ)	0.1	$18M		435k	40.26	View chart
UnitedHealth (UNH)	0.1	$17M	-56%	53k	330.10	View chart
Abrdn Fds Emerging Mkts Di (AGEM)	0.1	$17M	NEW	452k	38.39	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$17M	+8%	336k	51.60	View chart
Old Republic International Corporation (ORI)	0.1	$17M		379k	45.64	View chart
Tri Pointe Homes (TPH)	0.1	$17M	+33%	549k	31.47	View chart
FirstEnergy (FE)	0.1	$17M		381k	44.77	View chart
Boston Scientific Corporation (BSX)	0.1	$17M	+1146%	178k	95.35	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	0.1	$17M	+9%	341k	49.48	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.1	$17M	+47%	320k	52.06	View chart
Fifth Third Ban (FITB)	0.1	$17M		353k	46.81	View chart
Moody's Corporation (MCO)	0.1	$17M	+1498%	32k	510.80	View chart
Aim Etf Products Trust Allianzim Us Equ (SIXZ)	0.1	$16M	NEW	555k	29.61	View chart
PPL Corporation (PPL)	0.1	$16M	+2%	469k	35.02	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$16M	+13%	376k	43.30	View chart
Merck & Co (MRK)	0.1	$16M	-40%	153k	105.26	View chart
DTE Energy Company (DTE)	0.1	$16M	+3%	123k	128.98	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.1	$16M	+57%	767k	20.70	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$16M	+4%	538k	29.37	View chart
Principal Financial (PFG)	0.1	$16M	+4%	179k	88.21	View chart
Oge Energy Corp (OGE)	0.1	$16M	+2%	367k	42.70	View chart
Nextera Energy (NEE)	0.1	$15M	+14%	190k	80.28	View chart
Adobe Systems Incorporated (ADBE)	0.1	$15M	+10%	44k	349.95	View chart
Bunge Global Sa Com Shs (BG)	0.1	$15M		170k	89.08	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$15M	+2%	285k	52.88	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$15M	+26%	254k	59.28	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$15M	+37%	222k	67.64	View chart
Sempra Energy (SRE)	0.1	$15M	+2478%	169k	88.29	View chart
Oneok (OKE)	0.1	$15M	+5%	201k	73.50	View chart
International Paper Company (IP)	0.1	$15M	+12%	375k	39.39	View chart
Republic Services (RSG)	0.1	$15M	+1285%	69k	211.93	View chart
Public Service Enterprise (PEG)	0.1	$15M	+5%	181k	80.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$14M	+10%	231k	62.47	View chart
Smurfit Westrock SHS (SW)	0.1	$14M	+9%	370k	38.67	View chart
Xcel Energy (XEL)	0.1	$14M	+639%	194k	73.86	View chart
ConAgra Foods (CAG)	0.1	$14M	+14%	822k	17.31	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$14M	+4%	160k	88.70	View chart
Caterpillar (CAT)	0.1	$14M	+6%	25k	572.78	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$14M	+36%	244k	57.27	View chart
Collaborative Investmnt Ser Mohr Co Nav Etf (CNAV)	0.1	$14M	-14%	448k	30.89	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$14M	+5%	248k	55.81	View chart
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS)	0.1	$14M	+3%	502k	27.26	View chart
Hp (HPQ)	0.1	$14M	+6%	610k	22.28	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$13M	-20%	764k	17.56	View chart

Past Filings by AE Wealth Management

SEC 13F filings are viewable for AE Wealth Management going back to 2016

AE Wealth Management 2025 Q4 filed Jan. 26, 2026
AE Wealth Management 2025 Q3 filed Nov. 3, 2025
AE Wealth Management 2025 Q2 filed Aug. 6, 2025
AE Wealth Management 2025 Q1 filed May 6, 2025
AE Wealth Management 2024 Q4 filed Feb. 13, 2025
AE Wealth Management 2024 Q3 filed Nov. 14, 2024
AE Wealth Management 2024 Q2 filed Aug. 12, 2024
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z