AE Wealth Management
Latest statistics and disclosures from AE Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, VNLA, VOO, and represent 12.14% of AE Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AUGT (+$121M), AVIG (+$100M), AUGW (+$93M), SEPW (+$91M), AVGO (+$74M), SPYG (+$68M), PSEP (+$50M), NVDA (+$47M), SEPT (+$46M), PYLD (+$41M).
- Started 120 new stock positions in WSM, DCGO, MARM, DFSD, SIXP, XOP, HIG, Innovator Etfs Trust, DFIC, BWB.
- Reduced shares in these 10 stocks: JUNW (-$77M), MART (-$61M), APRW (-$57M), PJUN (-$48M), BILZ (-$47M), APRT (-$38M), JULT (-$35M), IWM (-$32M), Collaborative Investmnt Ser (-$31M), FLAO (-$28M).
- Sold out of its positions in AGCO, FAX, SIVR, ACU, NVBT, UHAL.B, AME, ANGO, BKR, BALL.
- AE Wealth Management was a net buyer of stock by $488M.
- AE Wealth Management has $11B in assets under management (AUM), dropping by 10.15%.
- Central Index Key (CIK): 0001697723
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Portfolio Holdings for AE Wealth Management
AE Wealth Management holds 1233 positions in its portfolio as reported in the September 2024 quarterly 13F filing
AE Wealth Management has 1233 total positions. Only the first 250 positions are shown.
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- Download the AE Wealth Management September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.3 | $357M | -6% | 1.5M | 233.00 |
|
| Microsoft Corporation (MSFT) | 2.7 | $292M | +9% | 678k | 430.30 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $264M | +21% | 2.2M | 121.44 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 2.0 | $216M | +3% | 4.4M | 49.04 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $199M | -7% | 377k | 527.90 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $182M | +10% | 316k | 576.82 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.7 | $182M | +59% | 2.2M | 82.94 |
|
| Amazon (AMZN) | 1.6 | $177M | +11% | 950k | 186.33 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.5 | $166M | 2.5M | 67.51 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.3 | $144M | 654k | 220.05 |
|
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 1.2 | $132M | +306% | 3.1M | 42.51 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $131M | +8% | 792k | 165.85 |
|
| Aim Etf Products Trust Allianzim Us Lgr (AUGT) | 1.1 | $121M | NEW | 4.0M | 30.50 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.9 | $104M | +25% | 2.0M | 52.86 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $103M | -5% | 179k | 573.69 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $96M | +3% | 208k | 460.26 |
|
| Meta Platforms Cl A (META) | 0.9 | $95M | 166k | 572.44 |
|
|
| Aim Etf Products Trust Allianzim Us Lrg (AUGW) | 0.9 | $93M | NEW | 3.2M | 28.84 |
|
| Aim Etf Products Trust Allianzim U S La (SIXD) | 0.9 | $93M | +6% | 3.5M | 26.28 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.8 | $92M | +8% | 2.6M | 35.42 |
|
| Aim Etf Products Trust Allianzim Us Lrg (SEPW) | 0.8 | $91M | NEW | 3.2M | 28.53 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.8 | $85M | +9% | 1.0M | 81.27 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $84M | +8% | 718k | 117.22 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $83M | +2% | 465k | 178.89 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $82M | 758k | 107.65 |
|
|
| Procter & Gamble Company (PG) | 0.7 | $79M | +4% | 454k | 173.20 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $77M | -4% | 799k | 95.75 |
|
| Broadcom (AVGO) | 0.7 | $75M | +9121% | 432k | 172.50 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $74M | -20% | 351k | 210.86 |
|
| UnitedHealth (UNH) | 0.7 | $74M | +2% | 126k | 584.68 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.7 | $73M | +8% | 1.8M | 39.69 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.7 | $73M | +6% | 1.4M | 50.88 |
|
| McDonald's Corporation (MCD) | 0.6 | $68M | 223k | 304.51 |
|
|
| Home Depot (HD) | 0.6 | $66M | -5% | 164k | 405.21 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $66M | -2% | 1.1M | 58.97 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $65M | +15% | 73k | 885.95 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.5 | $60M | +2% | 1.2M | 49.47 |
|
| Tesla Motors (TSLA) | 0.5 | $58M | -14% | 223k | 261.63 |
|
| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.5 | $58M | -44% | 573k | 101.22 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $58M | +23% | 1.0M | 57.53 |
|
| Merck & Co (MRK) | 0.5 | $57M | +22% | 500k | 113.56 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.5 | $57M | +255% | 2.1M | 26.65 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $56M | +9% | 552k | 100.72 |
|
| Johnson & Johnson (JNJ) | 0.5 | $55M | +5% | 340k | 162.06 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.5 | $55M | +1161% | 1.4M | 38.53 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.5 | $54M | +7% | 745k | 72.17 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $49M | 859k | 57.42 |
|
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.4 | $49M | +6% | 978k | 49.94 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.4 | $49M | -25% | 554k | 87.74 |
|
| Visa Com Cl A (V) | 0.4 | $48M | 176k | 274.95 |
|
|
| Cisco Systems (CSCO) | 0.4 | $47M | +3% | 887k | 53.22 |
|
| Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) | 0.4 | $46M | +3% | 1.3M | 34.54 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $46M | +3% | 455k | 100.69 |
|
| Aim Etf Products Trust Allianzim Us Lrg (SEPT) | 0.4 | $46M | NEW | 1.5M | 30.07 |
|
| Abbvie (ABBV) | 0.4 | $45M | -11% | 226k | 197.48 |
|
| Chevron Corporation (CVX) | 0.4 | $44M | -9% | 301k | 147.27 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $44M | +6% | 929k | 47.21 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.4 | $44M | +30% | 495k | 88.44 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $44M | +228% | 559k | 78.05 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $44M | -13% | 89k | 488.40 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $43M | +18% | 1.8M | 23.45 |
|
| At&t (T) | 0.4 | $42M | 1.9M | 22.00 |
|
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.4 | $41M | -17% | 768k | 53.27 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $40M | +5% | 80k | 493.79 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.4 | $39M | +4% | 297k | 132.27 |
|
| Verizon Communications (VZ) | 0.4 | $39M | +2% | 857k | 44.91 |
|
| Elevation Series Trust Trueshares Quart | 0.3 | $38M | NEW | 1.5M | 25.01 |
|
| Intercontinental Exchange (ICE) | 0.3 | $38M | +8% | 235k | 160.64 |
|
| Collaborative Investmnt Ser Mohr Sector Nav (SNAV) | 0.3 | $38M | +184% | 1.2M | 31.01 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $37M | +17% | 132k | 284.00 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.3 | $37M | +61% | 1.3M | 29.07 |
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 0.3 | $37M | 1.2M | 30.03 |
|
|
| Fidelity Covington Trust Fidelity Us Mltf (FLRG) | 0.3 | $37M | NEW | 1.1M | 33.86 |
|
| Advanced Micro Devices (AMD) | 0.3 | $37M | +12% | 223k | 164.08 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $37M | +5% | 336k | 108.63 |
|
| salesforce (CRM) | 0.3 | $37M | -11% | 133k | 273.71 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.3 | $36M | +18% | 671k | 54.20 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.3 | $36M | +299% | 381k | 94.61 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.3 | $36M | +7% | 774k | 46.00 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $36M | +22% | 589k | 60.41 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $34M | +12% | 56k | 618.56 |
|
| S&p Global (SPGI) | 0.3 | $34M | +5% | 66k | 516.61 |
|
| Pepsi (PEP) | 0.3 | $34M | -25% | 200k | 170.05 |
|
| Goldman Sachs (GS) | 0.3 | $34M | +15% | 68k | 495.10 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.3 | $33M | +15% | 631k | 51.82 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.3 | $32M | +20% | 407k | 79.46 |
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.3 | $32M | +36% | 1.4M | 22.99 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $32M | +116% | 331k | 95.81 |
|
| Series Portfolios Tr Panagram Aaa (CLOX) | 0.3 | $31M | +30% | 1.2M | 25.55 |
|
| Philip Morris International (PM) | 0.3 | $30M | 250k | 121.40 |
|
|
| IDEX Corporation (IEX) | 0.3 | $30M | +10% | 142k | 214.50 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.3 | $30M | +31% | 639k | 47.12 |
|
| AFLAC Incorporated (AFL) | 0.3 | $30M | +15% | 269k | 111.80 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $30M | +143% | 728k | 41.12 |
|
| Altria (MO) | 0.3 | $30M | -2% | 584k | 51.04 |
|
| American Centy Etf Tr Avantis Emerging (AVXC) | 0.3 | $29M | NEW | 532k | 54.11 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $28M | -6% | 74k | 383.93 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.3 | $28M | +13% | 460k | 61.11 |
|
| Listed Fd Tr Trueshares Dec (DECZ) | 0.3 | $28M | +21% | 753k | 37.14 |
|
| Pfizer (PFE) | 0.2 | $27M | +27% | 931k | 28.94 |
|
| Flexshares Tr Cr Scd Us Bd (SKOR) | 0.2 | $27M | +17% | 545k | 49.12 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $27M | +2% | 135k | 197.17 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $26M | -7% | 174k | 151.62 |
|
| Micron Technology (MU) | 0.2 | $26M | +1907% | 254k | 103.71 |
|
| Bank of America Corporation (BAC) | 0.2 | $26M | +10% | 656k | 39.68 |
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 0.2 | $26M | +10% | 470k | 55.10 |
|
| Yum! Brands (YUM) | 0.2 | $25M | +33% | 176k | 139.71 |
|
| International Business Machines (IBM) | 0.2 | $24M | -3% | 110k | 221.09 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.2 | $24M | +3% | 394k | 61.54 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $24M | -3% | 189k | 128.46 |
|
| TJX Companies (TJX) | 0.2 | $24M | +8% | 200k | 117.54 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $24M | 201k | 117.30 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $23M | -5% | 326k | 70.83 |
|
| Exelon Corporation (EXC) | 0.2 | $23M | +4% | 569k | 40.55 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $23M | -3% | 160k | 142.28 |
|
| CSX Corporation (CSX) | 0.2 | $23M | +6% | 652k | 34.53 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $22M | -20% | 186k | 119.60 |
|
| Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) | 0.2 | $22M | 333k | 66.68 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $22M | +12% | 25k | 886.53 |
|
| Global X Fds Globx Supdv Us (DIV) | 0.2 | $22M | 1.2M | 18.69 |
|
|
| Elevation Series Trust Trushares Bull | 0.2 | $22M | NEW | 858k | 25.33 |
|
| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.2 | $22M | +2% | 889k | 24.35 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.2 | $22M | +16% | 729k | 29.48 |
|
| NiSource (NI) | 0.2 | $21M | 609k | 34.65 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $21M | -50% | 415k | 50.75 |
|
| Aptar (ATR) | 0.2 | $21M | +23% | 131k | 160.19 |
|
| Nike CL B (NKE) | 0.2 | $21M | +7% | 232k | 88.40 |
|
| Key (KEY) | 0.2 | $20M | 1.2M | 16.75 |
|
|
| Amgen (AMGN) | 0.2 | $20M | +224% | 62k | 322.22 |
|
| International Paper Company (IP) | 0.2 | $20M | -7% | 408k | 48.85 |
|
| Honeywell International (HON) | 0.2 | $20M | +6% | 94k | 206.71 |
|
| Applied Materials (AMAT) | 0.2 | $19M | +576% | 96k | 202.05 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.2 | $19M | +10% | 444k | 43.19 |
|
| Public Service Enterprise (PEG) | 0.2 | $19M | -6% | 214k | 89.21 |
|
| Citigroup Com New (C) | 0.2 | $19M | +11% | 304k | 62.60 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $19M | +3% | 416k | 45.73 |
|
| J.B. Hunt Transport Services (JBHT) | 0.2 | $19M | +3% | 110k | 172.33 |
|
| Omni (OMC) | 0.2 | $19M | 183k | 103.39 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.2 | $19M | +8% | 549k | 34.07 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $19M | -38% | 370k | 50.19 |
|
| Prudential Financial (PRU) | 0.2 | $18M | -2% | 152k | 121.10 |
|
| Watts Water Technologies Cl A (WTS) | 0.2 | $18M | +23% | 89k | 207.19 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $18M | +11% | 325k | 55.63 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $18M | 1.2M | 14.70 |
|
|
| Emerson Electric (EMR) | 0.2 | $18M | +4% | 162k | 109.37 |
|
| Wells Fargo & Company (WFC) | 0.2 | $18M | +232% | 312k | 56.49 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $18M | 410k | 42.77 |
|
|
| Entergy Corporation (ETR) | 0.2 | $17M | -7% | 131k | 131.61 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $17M | -29% | 412k | 41.77 |
|
| Citizens Financial (CFG) | 0.2 | $17M | 415k | 41.07 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $17M | +10% | 534k | 31.78 |
|
| Oneok (OKE) | 0.2 | $17M | -3% | 184k | 91.13 |
|
| EastGroup Properties (EGP) | 0.2 | $17M | +21% | 89k | 186.82 |
|
| Dominion Resources (D) | 0.1 | $16M | -2% | 282k | 57.79 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $16M | -63% | 184k | 88.14 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $16M | +3% | 180k | 89.36 |
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.1 | $16M | NEW | 297k | 54.02 |
|
| Wal-Mart Stores (WMT) | 0.1 | $16M | -6% | 198k | 80.74 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $16M | +14% | 176k | 90.40 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $16M | 95k | 167.19 |
|
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.1 | $16M | -22% | 338k | 45.70 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $15M | 152k | 101.27 |
|
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.1 | $15M | 408k | 37.67 |
|
|
| Series Portfolios Tr Panagram Bbb B (CLOZ) | 0.1 | $15M | -10% | 567k | 26.88 |
|
| American Electric Power Company (AEP) | 0.1 | $15M | -3% | 148k | 102.60 |
|
| Regions Financial Corporation (RF) | 0.1 | $15M | 650k | 23.33 |
|
|
| Ishares Tr Cmbs Etf (CMBS) | 0.1 | $15M | -7% | 308k | 48.93 |
|
| Edison International (EIX) | 0.1 | $15M | -5% | 171k | 87.09 |
|
| Gra (GGG) | 0.1 | $15M | +42% | 169k | 87.51 |
|
| CMS Energy Corporation (CMS) | 0.1 | $14M | 203k | 70.63 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $14M | +22% | 263k | 53.45 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $14M | -3% | 267k | 52.66 |
|
| Interpublic Group of Companies (IPG) | 0.1 | $14M | -16% | 444k | 31.63 |
|
| Ge Aerospace Com New (GE) | 0.1 | $14M | +134% | 73k | 188.58 |
|
| BorgWarner (BWA) | 0.1 | $14M | +9% | 378k | 36.29 |
|
| Pulte (PHM) | 0.1 | $14M | +1031% | 95k | 143.53 |
|
| Fmc Corp Com New (FMC) | 0.1 | $14M | -11% | 207k | 65.94 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $14M | +2% | 229k | 59.51 |
|
| Fifth Third Ban (FITB) | 0.1 | $14M | -4% | 318k | 42.84 |
|
| Nrg Energy Com New (NRG) | 0.1 | $14M | 148k | 91.10 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $14M | -3% | 140k | 95.90 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $13M | -4% | 453k | 29.41 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $13M | 219k | 60.69 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $13M | -50% | 89k | 148.48 |
|
| Vistra Energy (VST) | 0.1 | $13M | NEW | 111k | 118.54 |
|
| CenterPoint Energy (CNP) | 0.1 | $13M | -14% | 446k | 29.42 |
|
| Watsco, Incorporated (WSO) | 0.1 | $13M | -6% | 27k | 491.88 |
|
| Ryder System (R) | 0.1 | $13M | +34% | 89k | 145.80 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $13M | 45k | 283.67 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $13M | -6% | 94k | 135.03 |
|
| ConAgra Foods (CAG) | 0.1 | $13M | 391k | 32.52 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $13M | -25% | 73k | 174.57 |
|
| Wec Energy Group (WEC) | 0.1 | $13M | +2% | 131k | 96.18 |
|
| Qualcomm (QCOM) | 0.1 | $13M | +34% | 74k | 170.05 |
|
| Best Buy (BBY) | 0.1 | $13M | -7% | 122k | 103.30 |
|
| DTE Energy Company (DTE) | 0.1 | $13M | -4% | 98k | 128.41 |
|
| Akamai Technologies (AKAM) | 0.1 | $13M | +404% | 123k | 100.96 |
|
| PPL Corporation (PPL) | 0.1 | $12M | -6% | 374k | 33.08 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $12M | -13% | 489k | 25.21 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $12M | +49% | 145k | 84.73 |
|
| Hp (HPQ) | 0.1 | $12M | -7% | 342k | 35.87 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $12M | +92% | 268k | 45.49 |
|
| Ford Motor Company (F) | 0.1 | $12M | -3% | 1.1M | 10.56 |
|
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.1 | $12M | +91% | 144k | 82.42 |
|
| Eaton Corp SHS (ETN) | 0.1 | $12M | +24% | 36k | 331.44 |
|
| Evercore Class A (EVR) | 0.1 | $12M | +16% | 46k | 253.35 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $12M | -5% | 90k | 129.00 |
|
| Simplify Exchange Traded Fun Intmd Term Trsry (TYA) | 0.1 | $12M | +41% | 803k | 14.37 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.1 | $12M | +196% | 113k | 102.02 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $12M | +18% | 131k | 87.80 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $11M | -3% | 98k | 116.96 |
|
| Whirlpool Corporation (WHR) | 0.1 | $11M | +4% | 107k | 107.00 |
|
| Simplify Exchange Traded Fun High Yield Plus (CDX) | 0.1 | $11M | +2641% | 480k | 23.74 |
|
| Franklin Resources (BEN) | 0.1 | $11M | +4% | 564k | 20.15 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $11M | +22% | 125k | 90.80 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $11M | +15% | 328k | 34.00 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $11M | +13% | 81k | 135.44 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $11M | -68% | 212k | 51.13 |
|
| Oge Energy Corp (OGE) | 0.1 | $11M | -3% | 264k | 41.02 |
|
| FirstEnergy (FE) | 0.1 | $11M | 243k | 44.35 |
|
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $11M | 174k | 62.06 |
|
|
| Invesco SHS (IVZ) | 0.1 | $11M | 606k | 17.56 |
|
|
| Intel Corporation (INTC) | 0.1 | $11M | -30% | 453k | 23.46 |
|
| Innovator Etfs Trust Equity Defined P (JAJL) | 0.1 | $11M | NEW | 399k | 26.68 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $11M | -52% | 21k | 517.80 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $11M | +4% | 201k | 52.74 |
|
| Listed Fd Tr Trueshares Strcd (JANZ) | 0.1 | $10M | +220% | 300k | 34.68 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.1 | $10M | +33% | 194k | 53.53 |
|
| Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL) | 0.1 | $10M | -40% | 474k | 21.84 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $10M | -6% | 94k | 109.53 |
|
| Comerica Incorporated (CMA) | 0.1 | $10M | -46% | 170k | 59.91 |
|
| Sonoco Products Company (SON) | 0.1 | $10M | 186k | 54.63 |
|
|
| Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) | 0.1 | $10M | +8% | 344k | 29.40 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $10M | +5% | 84k | 121.16 |
|
| Uber Technologies (UBER) | 0.1 | $10M | +7% | 134k | 75.16 |
|
| Oracle Corporation (ORCL) | 0.1 | $9.9M | +3% | 58k | 170.41 |
|
| Principal Financial (PFG) | 0.1 | $9.8M | -3% | 114k | 85.90 |
|
| Netflix (NFLX) | 0.1 | $9.8M | +31% | 14k | 709.27 |
|
| Caterpillar (CAT) | 0.1 | $9.7M | +7% | 25k | 391.36 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $9.5M | -8% | 35k | 276.71 |
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.1 | $9.4M | +28% | 225k | 42.00 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) | 0.1 | $9.4M | 312k | 30.20 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $9.4M | +6% | 129k | 72.80 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $9.3M | -5% | 37k | 253.00 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $8.9M | 118k | 75.18 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $8.9M | +105% | 36k | 245.45 |
|
| Collaborative Investmnt Ser Adaptive Core (RULE) | 0.1 | $8.8M | -35% | 403k | 21.88 |
|
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $8.6M | +10% | 109k | 79.13 |
|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.1 | $8.6M | +17% | 207k | 41.67 |
|
| Coca-Cola Company (KO) | 0.1 | $8.6M | -16% | 120k | 71.86 |
|
Past Filings by AE Wealth Management
SEC 13F filings are viewable for AE Wealth Management going back to 2016
- 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
- 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