AE Wealth Management
Latest statistics and disclosures from AE Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, VNLA, SPYG, and represent 13.77% of AE Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DECU (+$128M), SIXP (+$123M), SEPW (+$78M), GJUL (+$61M), AAPL (+$53M), SEPT (+$45M), SEPZ (+$44M), SGOV (+$42M), IVV (+$42M), AVIG (+$39M).
- Started 243 new stock positions in DYFI, DWX, XTWO, BOX, QQA, STT, QVML, MOTI, MUSA, PIZ.
- Reduced shares in these 10 stocks: JANW (-$87M), GDEC (-$72M), OCTT (-$72M), JANT (-$70M), SIXD (-$65M), OCTW (-$64M), SIXO (-$52M), Trueshares Structured Outcome (-$43M), QBUL (-$24M), EFG (-$19M).
- Sold out of its positions in SIXZ, NVBW, NVBT, FDIV, BBLU, American Centy Etf Tr, American Centy Etf Tr, AMSF, QDVO, IDVO.
- AE Wealth Management was a net buyer of stock by $1.1B.
- AE Wealth Management has $16B in assets under management (AUM), dropping by 14.82%.
- Central Index Key (CIK): 0001697723
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Portfolio Holdings for AE Wealth Management
AE Wealth Management holds 2278 positions in its portfolio as reported in the September 2025 quarterly 13F filing
AE Wealth Management has 2278 total positions. Only the first 250 positions are shown.
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- Download the AE Wealth Management September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.3 | $522M | 2.8M | 186.58 |
|
|
| Apple (AAPL) | 3.3 | $512M | +11% | 2.0M | 254.63 |
|
| Microsoft Corporation (MSFT) | 2.9 | $456M | +7% | 880k | 517.95 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 2.2 | $351M | +4% | 7.1M | 49.29 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 2.0 | $315M | +10% | 3.0M | 104.51 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $313M | +15% | 467k | 669.31 |
|
| Amazon (AMZN) | 1.9 | $301M | +12% | 1.4M | 219.57 |
|
| Meta Platforms Cl A (META) | 1.5 | $229M | +4% | 311k | 734.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $225M | +8% | 925k | 243.10 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 1.4 | $215M | +21% | 5.1M | 42.08 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $203M | 332k | 612.20 |
|
|
| Broadcom (AVGO) | 1.2 | $195M | +4% | 592k | 329.91 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 1.1 | $173M | +19% | 3.1M | 55.33 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.1 | $171M | 626k | 273.19 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $151M | +11% | 478k | 315.43 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $140M | +12% | 278k | 502.73 |
|
| Aim Etf Products Trust Allianzim Us Lrg (SIXP) | 0.9 | $135M | +996% | 4.4M | 30.81 |
|
| Capitol Ser Tr Sterling Cap Enh (SCEC) | 0.8 | $132M | 5.2M | 25.48 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.8 | $128M | +5% | 4.8M | 26.84 |
|
| Aim Etf Products Trust Allianzim Us Equ (DECU) | 0.8 | $128M | +4239829% | 4.7M | 26.88 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.8 | $123M | +7% | 2.4M | 50.78 |
|
| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.8 | $120M | -12% | 1.2M | 101.19 |
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $115M | +9% | 1.7M | 65.92 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.7 | $113M | -5% | 1.4M | 78.34 |
|
| Tesla Motors (TSLA) | 0.7 | $110M | +4% | 246k | 444.71 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.7 | $109M | -4% | 2.4M | 45.76 |
|
| Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) | 0.7 | $105M | -10% | 3.2M | 32.99 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $105M | +9% | 927k | 112.75 |
|
| Procter & Gamble Company (PG) | 0.7 | $102M | +15% | 666k | 153.65 |
|
| McDonald's Corporation (MCD) | 0.6 | $96M | +12% | 317k | 303.89 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $95M | +5% | 143k | 666.18 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.6 | $94M | +22% | 1.0M | 93.35 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.6 | $93M | +8% | 924k | 100.69 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $93M | 477k | 194.58 |
|
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.6 | $92M | +3% | 1.0M | 87.90 |
|
| Elevation Series Trust Trueshares Quart (QBER) | 0.6 | $91M | +41% | 3.7M | 24.64 |
|
| Palantir Technologies Cl A (PLTR) | 0.6 | $91M | +6% | 496k | 182.42 |
|
| Johnson & Johnson (JNJ) | 0.6 | $89M | +11% | 481k | 185.42 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.6 | $86M | +12% | 1.1M | 81.94 |
|
| Visa Com Cl A (V) | 0.5 | $85M | +10% | 248k | 341.37 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $84M | +4% | 693k | 121.09 |
|
| Cisco Systems (CSCO) | 0.5 | $82M | +13% | 1.2M | 68.42 |
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.5 | $79M | +16% | 860k | 91.56 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.5 | $79M | +12% | 763k | 102.87 |
|
| Aim Etf Products Trust Allianzim Us Lrg (SEPW) | 0.5 | $78M | +50940% | 2.5M | 31.41 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $75M | +11% | 132k | 568.83 |
|
| Chevron Corporation (CVX) | 0.5 | $73M | +11% | 471k | 155.29 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.5 | $72M | +29% | 3.1M | 23.12 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $71M | -3% | 1.0M | 67.85 |
|
| Goldman Sachs (GS) | 0.4 | $69M | +5% | 87k | 796.37 |
|
| Fidelity Covington Trust Fidelity Us Mltf (FLRG) | 0.4 | $69M | +16% | 1.8M | 38.45 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $69M | +12% | 215k | 320.03 |
|
| Abbvie (ABBV) | 0.4 | $66M | +6% | 286k | 231.54 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $66M | +26% | 86k | 762.98 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.4 | $63M | +22% | 1.4M | 45.50 |
|
| Elevation Series Trust Trueshares Seaso (ONEZ) | 0.4 | $62M | +59% | 2.3M | 26.51 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) | 0.4 | $61M | +858484% | 1.5M | 40.56 |
|
| Micron Technology (MU) | 0.4 | $60M | +6% | 357k | 167.32 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.4 | $59M | +19% | 1.0M | 56.47 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $59M | -24% | 515k | 114.01 |
|
| Oracle Corporation (ORCL) | 0.4 | $58M | +7% | 204k | 281.23 |
|
| Netflix (NFLX) | 0.4 | $58M | +9% | 48k | 1198.89 |
|
| Wal-Mart Stores (WMT) | 0.4 | $57M | +17% | 557k | 103.06 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $57M | +9% | 277k | 206.51 |
|
| At&t (T) | 0.4 | $57M | +5% | 2.0M | 28.24 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $55M | +20% | 634k | 87.31 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.4 | $55M | +15% | 1.1M | 52.43 |
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.4 | $55M | +5% | 1.1M | 49.66 |
|
| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.4 | $55M | +16% | 662k | 83.41 |
|
| Aim Etf Products Trust Us Lrgcp B10 Dec (DECT) | 0.4 | $55M | 1.6M | 35.46 |
|
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.3 | $55M | +7% | 1.1M | 50.49 |
|
| Philip Morris International (PM) | 0.3 | $55M | +4% | 336k | 162.20 |
|
| Flexshares Tr Cr Scd Us Bd (SKOR) | 0.3 | $54M | +9% | 1.1M | 49.25 |
|
| Home Depot (HD) | 0.3 | $52M | +3% | 129k | 405.19 |
|
| Advanced Micro Devices (AMD) | 0.3 | $52M | +6% | 322k | 161.79 |
|
| Verizon Communications (VZ) | 0.3 | $52M | +11% | 1.2M | 43.95 |
|
| Spdr Series Trust Portfolio Crport (SPBO) | 0.3 | $52M | +8% | 1.7M | 29.63 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $51M | 367k | 139.73 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $51M | +5% | 869k | 58.85 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $51M | +13% | 537k | 95.15 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $51M | +513% | 503k | 100.70 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $50M | +71% | 149k | 332.84 |
|
| Bank of America Corporation (BAC) | 0.3 | $49M | +10% | 955k | 51.59 |
|
| Intercontinental Exchange (ICE) | 0.3 | $47M | +4% | 279k | 168.48 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $46M | +7% | 76k | 600.37 |
|
| salesforce (CRM) | 0.3 | $45M | +11% | 191k | 237.00 |
|
| Aim Etf Products Trust Allianzim Us Lrg (SEPT) | 0.3 | $45M | +37294% | 1.3M | 34.47 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $45M | +7% | 93k | 479.61 |
|
| Elevation Series Trust Trueshares Struc (SEPZ) | 0.3 | $44M | NEW | 1.0M | 42.34 |
|
| Altria (MO) | 0.3 | $44M | +2% | 661k | 66.06 |
|
| Aim Etf Products Trust Allianzim Eq Buf (JULU) | 0.3 | $44M | +346% | 1.5M | 29.26 |
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.3 | $43M | +2% | 2.0M | 21.87 |
|
| Exelon Corporation (EXC) | 0.3 | $43M | +4% | 957k | 45.01 |
|
| Applied Materials (AMAT) | 0.3 | $43M | +15% | 209k | 204.74 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $42M | +11% | 398k | 106.49 |
|
| UnitedHealth (UNH) | 0.3 | $41M | 120k | 345.29 |
|
|
| Wells Fargo & Company (WFC) | 0.3 | $41M | +15% | 490k | 83.82 |
|
| American Centy Etf Tr Avantis Emerging (AVXC) | 0.3 | $40M | +15% | 669k | 59.93 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $40M | -15% | 1.7M | 23.28 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $39M | +21% | 42k | 925.66 |
|
| Watts Water Technologies Cl A (WTS) | 0.2 | $39M | +10% | 138k | 279.27 |
|
| Ge Aerospace Com New (GE) | 0.2 | $37M | +10% | 123k | 300.82 |
|
| Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) | 0.2 | $36M | -70% | 992k | 36.14 |
|
| S&p Global (SPGI) | 0.2 | $35M | 71k | 486.71 |
|
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.2 | $34M | +18% | 1.2M | 27.81 |
|
| Pepsi (PEP) | 0.2 | $34M | +16% | 242k | 140.44 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $34M | +8% | 69k | 485.05 |
|
| Citigroup Com New (C) | 0.2 | $33M | -3% | 327k | 101.50 |
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| TJX Companies (TJX) | 0.2 | $33M | +3% | 229k | 144.54 |
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| AFLAC Incorporated (AFL) | 0.2 | $32M | -2% | 289k | 111.70 |
|
| Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) | 0.2 | $32M | +11862% | 839k | 38.41 |
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.2 | $32M | +18% | 554k | 57.25 |
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| Pfizer (PFE) | 0.2 | $32M | +5% | 1.2M | 25.48 |
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| Dimensional Etf Trust Global Core Plus (DFGP) | 0.2 | $31M | -10% | 566k | 55.57 |
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| Amgen (AMGN) | 0.2 | $31M | +20% | 110k | 282.19 |
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| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.2 | $31M | +53% | 1.1M | 26.95 |
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| Aptar (ATR) | 0.2 | $31M | +21% | 231k | 133.66 |
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| International Business Machines (IBM) | 0.2 | $31M | +8% | 109k | 282.15 |
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| Uber Technologies (UBER) | 0.2 | $30M | +9% | 302k | 97.97 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.2 | $29M | +129% | 862k | 34.16 |
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| Select Sector Spdr Tr Communication (XLC) | 0.2 | $29M | +6% | 249k | 118.37 |
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| Arista Networks Com Shs (ANET) | 0.2 | $29M | 202k | 145.71 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.2 | $29M | +6% | 771k | 37.86 |
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| Edison International (EIX) | 0.2 | $29M | +9% | 527k | 55.28 |
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| Huntington Bancshares Incorporated (HBAN) | 0.2 | $29M | +5% | 1.7M | 17.27 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $29M | +4% | 203k | 140.92 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.2 | $28M | -2% | 737k | 37.77 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $28M | +14% | 287k | 96.55 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.2 | $28M | +169% | 392k | 70.24 |
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| T. Rowe Price (TROW) | 0.2 | $27M | +6% | 260k | 102.64 |
|
| Ryder System (R) | 0.2 | $27M | +13% | 141k | 188.65 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $27M | +43% | 271k | 97.71 |
|
| CSX Corporation (CSX) | 0.2 | $26M | +2% | 739k | 35.51 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $26M | -4% | 445k | 58.21 |
|
| IDEX Corporation (IEX) | 0.2 | $26M | +4% | 159k | 162.76 |
|
| EastGroup Properties (EGP) | 0.2 | $26M | +19% | 152k | 169.26 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $26M | -4% | 708k | 36.35 |
|
| Honeywell International (HON) | 0.2 | $26M | +13% | 122k | 210.51 |
|
| Gra (GGG) | 0.2 | $26M | +17% | 300k | 84.96 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $25M | -3% | 71k | 355.47 |
|
| Key (KEY) | 0.2 | $25M | +4% | 1.3M | 18.69 |
|
| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.2 | $25M | 871k | 28.75 |
|
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.2 | $25M | -25% | 890k | 27.97 |
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| Dominion Resources (D) | 0.2 | $25M | +8% | 406k | 61.17 |
|
| Yum! Brands (YUM) | 0.2 | $25M | +4% | 163k | 152.00 |
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| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 0.2 | $25M | -8% | 1.0M | 23.85 |
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| Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) | 0.2 | $25M | +4% | 337k | 72.70 |
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| Valero Energy Corporation (VLO) | 0.2 | $24M | -10% | 144k | 170.26 |
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| Ford Motor Company (F) | 0.2 | $24M | +5% | 2.0M | 11.96 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $24M | 302k | 80.17 |
|
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| Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) | 0.2 | $24M | +49% | 946k | 25.61 |
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| Us Bancorp Del Com New (USB) | 0.2 | $24M | +5% | 501k | 48.33 |
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| Ssga Active Tr Spdr Bridgewater (ALLW) | 0.2 | $24M | +24% | 857k | 27.88 |
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| Simplify Exchange Traded Fun High Yield Etf (CDX) | 0.2 | $24M | +20% | 1.0M | 22.91 |
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| Prudential Financial (PRU) | 0.2 | $24M | +6% | 229k | 103.74 |
|
| Omni (OMC) | 0.2 | $24M | +7% | 290k | 81.53 |
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| Truist Financial Corp equities (TFC) | 0.2 | $24M | +4% | 514k | 45.72 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $24M | -4% | 92k | 256.45 |
|
| Walt Disney Company (DIS) | 0.1 | $23M | +12% | 200k | 114.50 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $23M | +5% | 93k | 243.56 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $23M | +6% | 482k | 46.71 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $23M | -15% | 527k | 42.76 |
|
| Regions Financial Corporation (RF) | 0.1 | $22M | +3% | 845k | 26.37 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $22M | 373k | 59.74 |
|
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| Citizens Financial (CFG) | 0.1 | $22M | -2% | 417k | 53.16 |
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| Intel Corporation (INTC) | 0.1 | $22M | +3% | 657k | 33.55 |
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| Eversource Energy (ES) | 0.1 | $22M | +6% | 309k | 71.14 |
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| Qualcomm (QCOM) | 0.1 | $22M | +25% | 129k | 166.36 |
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| Merck & Co (MRK) | 0.1 | $21M | +6% | 255k | 83.93 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $21M | +20% | 679k | 31.42 |
|
| Genuine Parts Company (GPC) | 0.1 | $21M | +7% | 154k | 138.59 |
|
| Ishares Tr Cmbs Etf (CMBS) | 0.1 | $21M | +8% | 432k | 49.07 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $21M | +13% | 175k | 119.51 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.1 | $20M | +16% | 524k | 38.50 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $20M | +7% | 161k | 124.34 |
|
| Wec Energy Group (WEC) | 0.1 | $20M | +4% | 172k | 114.59 |
|
| American Electric Power Company (AEP) | 0.1 | $20M | +6% | 174k | 112.50 |
|
| Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) | 0.1 | $20M | +2% | 846k | 23.09 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $19M | +6% | 257k | 75.39 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $19M | +7% | 126k | 154.23 |
|
| Nike CL B (NKE) | 0.1 | $19M | 275k | 69.73 |
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| Global X Fds Globx Supdv Us (DIV) | 0.1 | $19M | +7% | 1.1M | 17.69 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $19M | +12% | 212k | 89.34 |
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| CenterPoint Energy (CNP) | 0.1 | $19M | +3% | 487k | 38.80 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $19M | 112k | 167.34 |
|
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| Lazard Ltd Shs -a - (LAZ) | 0.1 | $19M | +3% | 351k | 52.78 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $19M | +42% | 241k | 76.45 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.1 | $18M | +22% | 398k | 46.08 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $18M | +14% | 98k | 187.50 |
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| BorgWarner (BWA) | 0.1 | $18M | 417k | 43.96 |
|
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| CMS Energy Corporation (CMS) | 0.1 | $18M | +5% | 244k | 73.26 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $18M | +9% | 541k | 32.82 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $18M | +80% | 199k | 89.37 |
|
| Elevation Series Trust Trueshares Dec | 0.1 | $18M | NEW | 434k | 40.74 |
|
| General Mills (GIS) | 0.1 | $17M | +7% | 346k | 50.42 |
|
| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 0.1 | $17M | -45% | 965k | 18.00 |
|
| FirstEnergy (FE) | 0.1 | $17M | +7% | 374k | 45.82 |
|
| Vistra Energy (VST) | 0.1 | $17M | -25% | 87k | 195.92 |
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| Tapestry (TPR) | 0.1 | $17M | 151k | 113.22 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $17M | +3% | 337k | 50.73 |
|
| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.1 | $17M | +7% | 340k | 50.20 |
|
| PPL Corporation (PPL) | 0.1 | $17M | +5% | 458k | 37.16 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $17M | +3% | 126k | 134.17 |
|
| DTE Energy Company (DTE) | 0.1 | $17M | +5% | 119k | 141.44 |
|
| Aim Etf Products Trust Allianzim U S La (SIXF) | 0.1 | $17M | 533k | 31.10 |
|
|
| Oge Energy Corp (OGE) | 0.1 | $17M | +4% | 357k | 46.27 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $16M | +2% | 332k | 49.04 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $16M | +13% | 308k | 52.30 |
|
| Old Republic International Corporation (ORI) | 0.1 | $16M | 374k | 42.47 |
|
|
| Collaborative Investmnt Ser Mohr Co Nav Etf (CNAV) | 0.1 | $16M | -13% | 523k | 30.26 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $16M | +36% | 296k | 53.24 |
|
| Hp (HPQ) | 0.1 | $16M | +2% | 573k | 27.23 |
|
| Fifth Third Ban (FITB) | 0.1 | $16M | +4% | 348k | 44.55 |
|
| International Paper Company (IP) | 0.1 | $15M | +8% | 332k | 46.40 |
|
| Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) | 0.1 | $15M | +49% | 311k | 49.53 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $15M | +5% | 515k | 29.73 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $15M | -6% | 46k | 326.36 |
|
| Skyworks Solutions (SWKS) | 0.1 | $15M | +7% | 194k | 76.98 |
|
| Emerson Electric (EMR) | 0.1 | $15M | -2% | 113k | 131.17 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $15M | +28% | 45k | 328.34 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $15M | -16% | 277k | 53.03 |
|
| Smurfit Westrock SHS (SW) | 0.1 | $14M | +6% | 339k | 42.57 |
|
| Public Service Enterprise (PEG) | 0.1 | $14M | +5% | 172k | 83.46 |
|
| Principal Financial (PFG) | 0.1 | $14M | +8% | 171k | 82.91 |
|
| Best Buy (BBY) | 0.1 | $14M | +8% | 187k | 75.62 |
|
| Tri Pointe Homes (TPH) | 0.1 | $14M | +17% | 411k | 33.97 |
|
| Oneok (OKE) | 0.1 | $14M | +8% | 190k | 72.97 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $14M | +24% | 39k | 352.70 |
|
| Monster Beverage Corp (MNST) | 0.1 | $14M | +14% | 205k | 67.31 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $14M | +20% | 305k | 45.10 |
|
| Pulte (PHM) | 0.1 | $14M | 104k | 132.12 |
|
|
| Bunge Global Sa Com Shs (BG) | 0.1 | $14M | +2% | 169k | 81.25 |
|
| Pinnacle West Capital Corporation (PNW) | 0.1 | $14M | +9% | 152k | 89.66 |
|
| Kkr & Co (KKR) | 0.1 | $14M | +17% | 105k | 129.95 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $13M | +6% | 235k | 56.86 |
|
| ConAgra Foods (CAG) | 0.1 | $13M | +13% | 720k | 18.31 |
|
| Neuberger Berman Etf Trust Opt Strategy Etf (NBOS) | 0.1 | $13M | +7% | 483k | 26.86 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $13M | +19% | 70k | 183.72 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $13M | -46% | 89k | 142.41 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $13M | -2% | 166k | 76.40 |
|
| Nextera Energy (NEE) | 0.1 | $13M | +6% | 166k | 75.49 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $13M | +9% | 209k | 59.92 |
|
| Zoetis Cl A (ZTS) | 0.1 | $12M | +26% | 84k | 146.31 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.1 | $12M | +76% | 255k | 48.19 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.1 | $12M | +28% | 227k | 53.10 |
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.1 | $12M | +5% | 306k | 38.85 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.1 | $12M | -4% | 254k | 46.63 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $12M | +58% | 201k | 57.52 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $12M | +7% | 361k | 31.91 |
|
| Innovator Etfs Trust Nasdaq 100 Mana (QFLR) | 0.1 | $11M | +5% | 345k | 33.15 |
|
Past Filings by AE Wealth Management
SEC 13F filings are viewable for AE Wealth Management going back to 2016
- 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
- AE Wealth Management 2021 Q4 filed Jan. 20, 2022