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AE Wealth Management

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

Top 5 stock holdings are AAPL, SPLG, MSFT, IVV, VOO, and represent 10.80% of AE Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VNLA (+$67M), Aim Etf Products Trust (+$66M), XHLF (+$59M), SPTS (+$35M), AAPL (+$34M), TFLO (+$34M), IBHD (+$32M), IBDP (+$32M), Aim Etf Products Trust (+$29M), SPYG (+$29M).
Started 227 new stock positions in ERIE, HIVE, GFS, DPZ, VST, IBDS, REVG, ADUS, W, Kellanova.
Reduced shares in these 10 stocks: VUG (-$48M), VTV (-$32M), XJUN (-$31M), QQQ (-$27M), SPSB (-$24M), DECW (-$22M), IBDO (-$20M), SPLB (-$20M), IWM (-$19M), SPLV (-$17M).
Sold out of its positions in SDOG, Amc Entmt Hldgs Inc Cl A, AMN, AZZ, BCI, ASO, Newfleet Multi-sector Income E, Aerojet Rocketdy, AGEN, APRT.
AE Wealth Management was a net buyer of stock by $733M.
AE Wealth Management has $17B in assets under management (AUM), dropping by 1.79%.
Central Index Key (CIK): 0001697723

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Portfolio Holdings for AE Wealth Management

AE Wealth Management holds 1933 positions in its portfolio as reported in the September 2023 quarterly 13F filing

AE Wealth Management has 1933 total positions. Only the first 250 positions are shown.

Sign up to view all of the AE Wealth Management Sept. 30, 2023 positions
Download the AE Wealth Management September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.0	$492M	+7%	2.9M	171.21	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.2	$366M	+7%	7.3M	50.26	View chart
Microsoft Corporation (MSFT)	1.9	$317M	+7%	1.0M	315.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$308M		716k	429.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$300M	-5%	764k	392.70	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.8	$300M	+10%	3.3M	91.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$242M	-9%	676k	358.27	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.1	$188M	+8%	1.9M	100.67	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.0	$173M	-2%	1.1M	153.83	View chart
Amazon (AMZN)	1.0	$172M	+6%	1.4M	127.08	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.0	$170M	+2%	6.1M	27.75	View chart
NVIDIA Corporation (NVDA)	0.9	$143M	+12%	329k	435.00	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$128M	-4%	2.7M	47.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$124M	-13%	702k	176.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$123M	+4%	942k	130.86	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.7	$122M	+30%	2.1M	59.29	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$118M	-28%	435k	272.31	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.7	$112M	-2%	1.7M	65.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$110M	+12%	519k	212.41	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.7	$108M	+164%	2.3M	47.97	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$105M	+4%	1.8M	57.60	View chart
Exxon Mobil Corporation (XOM)	0.6	$103M	+5%	874k	117.58	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.6	$99M	+2%	2.3M	43.78	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$93M	-11%	1.0M	88.69	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$90M	-4%	1.0M	86.30	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.5	$86M	+23%	2.1M	41.26	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$83M	+22%	1.2M	72.38	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.5	$80M		2.5M	32.09	View chart
Chevron Corporation (CVX)	0.5	$78M	+8%	464k	168.62	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$74M	-14%	564k	131.79	View chart
Tesla Motors (TSLA)	0.4	$74M	+10%	296k	250.22	View chart
UnitedHealth (UNH)	0.4	$74M	+10%	147k	504.18	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.4	$74M		1.5M	48.07	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$73M	+3%	1.5M	48.93	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.4	$73M	+86%	1.4M	50.74	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.4	$71M		1.4M	50.18	View chart
Procter & Gamble Company (PG)	0.4	$70M	+12%	481k	145.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$70M	+15%	199k	350.30	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$68M	-32%	493k	137.93	View chart
JPMorgan Chase & Co. (JPM)	0.4	$67M	+6%	464k	145.02	View chart
Meta Platforms Cl A (META)	0.4	$66M	+22%	221k	300.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$66M	+21%	698k	94.33	View chart
Aim Etf Products Trust Allianzim Us Lrg	0.4	$66M	NEW	2.7M	24.26	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.4	$63M	+121%	2.2M	28.72	View chart
Collaborative Investmnt Ser Mohr Growth Etf (MOHR)	0.4	$61M		3.3M	18.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$60M		352k	171.45	View chart
Cisco Systems (CSCO)	0.4	$60M	+15%	1.1M	53.76	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$60M		571k	104.34	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.4	$59M	NEW	1.2M	50.27	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$59M	+8%	571k	102.54	View chart
Home Depot (HD)	0.3	$58M	+10%	190k	302.20	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$57M		978k	58.28	View chart
Johnson & Johnson (JNJ)	0.3	$56M	+10%	357k	155.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$54M	+10%	574k	94.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$54M		1.0M	53.56	View chart
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)	0.3	$53M	+36%	1.7M	31.05	View chart
Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)	0.3	$52M	-3%	2.5M	21.22	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$52M	+5%	911k	57.15	View chart
McDonald's Corporation (MCD)	0.3	$52M	+11%	197k	263.44	View chart
Verizon Communications (VZ)	0.3	$52M	+6%	1.6M	32.41	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$51M	-8%	153k	334.95	View chart
Visa Com Cl A (V)	0.3	$51M	+3%	222k	230.01	View chart
Abbvie (ABBV)	0.3	$49M	+6%	327k	149.06	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.3	$49M	+8%	1.6M	29.38	View chart
Wal-Mart Stores (WMT)	0.3	$48M		301k	159.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$48M	-9%	464k	103.32	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$48M	+15%	1.6M	29.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$46M	+28%	1.4M	33.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$46M	-4%	1.0M	43.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$46M	+39%	184k	249.35	View chart
Pfizer (PFE)	0.3	$46M	-3%	1.4M	33.17	View chart
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)	0.3	$46M	+20%	1.9M	24.54	View chart
Eli Lilly & Co. (LLY)	0.3	$44M		83k	537.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$44M	-21%	876k	50.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$44M	+3%	334k	131.85	View chart
Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW)	0.3	$43M	+7%	1.7M	25.56	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$43M	-2%	597k	71.44	View chart
Pepsi (PEP)	0.3	$42M	+5%	249k	169.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$42M	-3%	201k	208.24	View chart
Merck & Co (MRK)	0.2	$41M		400k	102.95	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$40M	-3%	97k	414.90	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$40M	-5%	354k	113.16	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.2	$40M	+26%	3.1M	12.94	View chart
Philip Morris International (PM)	0.2	$39M	+3%	425k	92.58	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$39M	+7%	768k	50.32	View chart
Aim Etf Products Trust Us Lrgcp B10 Jul (JULT)	0.2	$38M	+49%	1.2M	30.86	View chart
Advanced Micro Devices (AMD)	0.2	$38M	+34%	370k	102.82	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$38M	+9%	547k	69.14	View chart
Northern Lts Fd Tr Iv Sterling Capital (LCG)	0.2	$37M		1.6M	23.16	View chart
International Business Machines (IBM)	0.2	$37M		262k	140.30	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.2	$37M	+763%	1.6M	23.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$37M	+21%	534k	68.42	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$37M	+14%	737k	49.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$36M	+20%	513k	70.76	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$36M	+24%	719k	50.33	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$36M	-17%	395k	91.59	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.2	$36M	+767%	1.4M	24.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$36M	+44%	910k	39.21	View chart
At&t (T)	0.2	$36M	-13%	2.4M	15.02	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)	0.2	$36M	+9%	1.1M	33.70	View chart
Mastercard Incorporated Cl A (MA)	0.2	$36M	-8%	90k	395.91	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$36M	+3%	513k	69.25	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.2	$35M	+11%	1.9M	18.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$35M		548k	64.35	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.2	$35M	+80%	1.4M	24.49	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$35M	-41%	1.2M	29.32	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$35M		626k	55.51	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$35M	-2%	841k	41.03	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$35M	+14%	1.3M	26.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$34M	-2%	456k	75.17	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$34M	+8%	933k	36.66	View chart
Bill Com Holdings Ord (BILL)	0.2	$33M		306k	108.57	View chart
Collaborative Investmnt Ser Adaptive Core (RULE)	0.2	$33M	-2%	1.7M	18.78	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	0.2	$33M	-5%	821k	39.74	View chart
Broadcom (AVGO)	0.2	$33M	+10%	39k	830.59	View chart
Costco Wholesale Corporation (COST)	0.2	$32M	+6%	57k	564.96	View chart
Coca-Cola Company (KO)	0.2	$32M	-3%	573k	55.98	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$32M	+5%	775k	40.96	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$32M	+45%	140k	226.90	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$32M	+70%	1.2M	27.06	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$31M	+2%	746k	41.51	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.2	$30M	+13%	643k	47.25	View chart
Collaborative Investmnt Ser Mohr Sector Nav (SNAV)	0.2	$30M		1.2M	25.83	View chart
S&p Global (SPGI)	0.2	$30M	+5%	82k	365.41	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$30M	-12%	682k	43.72	View chart
Comcast Corp Cl A (CMCSA)	0.2	$29M	+16%	663k	44.34	View chart
Diamondback Energy (FANG)	0.2	$29M	+2%	190k	154.89	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$29M	+9%	1.4M	20.34	View chart
Kimberly-Clark Corporation (KMB)	0.2	$29M		241k	120.85	View chart
Aim Etf Products Trust Allianzim Us Lgr	0.2	$29M	NEW	1.2M	23.89	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$29M	+7%	1.0M	27.53	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY)	0.2	$28M	+15%	737k	38.30	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$28M	+35%	564k	49.83	View chart
Intuit (INTU)	0.2	$28M	+69%	54k	510.94	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$28M	+8%	1.1M	25.69	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$28M	-2%	186k	148.69	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$28M	+12%	525k	52.49	View chart
Vanguard World Extended Dur (EDV)	0.2	$28M	+12%	393k	70.03	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$27M	-13%	646k	42.05	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.2	$27M		285k	94.70	View chart
salesforce (CRM)	0.2	$27M	+33%	133k	202.78	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.2	$27M	-8%	577k	46.55	View chart
Watsco, Incorporated (WSO)	0.2	$27M	-7%	71k	377.72	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$27M	-32%	537k	49.49	View chart
Dow (DOW)	0.2	$26M	+10%	505k	51.56	View chart
Exelon Corporation (EXC)	0.2	$26M	+3%	689k	37.79	View chart
Listed Fd Tr Trueshares Dec (DECZ)	0.2	$26M	NEW	865k	29.86	View chart
Global X Fds Globx Supdv Us (DIV)	0.2	$26M	+3%	1.6M	16.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$26M	+31%	182k	141.69	View chart
Abbott Laboratories (ABT)	0.2	$26M	+14%	266k	96.85	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN)	0.2	$26M	-22%	816k	31.31	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$26M	-32%	243k	104.92	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)	0.2	$25M	-6%	855k	29.63	View chart
CVS Caremark Corporation (CVS)	0.2	$25M	-2%	363k	69.82	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$25M	+97%	264k	94.83	View chart
Caterpillar (CAT)	0.2	$25M	+21%	91k	273.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$25M	-11%	355k	69.78	View chart
Fiserv (FI)	0.1	$25M	-11%	217k	112.96	View chart
Prudential Financial (PRU)	0.1	$25M	+12%	258k	94.89	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$24M	-6%	250k	96.92	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.1	$24M		442k	54.58	View chart
Valero Energy Corporation (VLO)	0.1	$24M	-3%	170k	141.73	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.1	$24M	-3%	808k	29.78	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$24M	-25%	1.1M	22.04	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.1	$24M		1.2M	20.61	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$24M	-5%	228k	103.72	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$24M	+34%	501k	46.93	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$24M	+3%	758k	31.01	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$23M		181k	128.74	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$23M	+3%	483k	48.00	View chart
Emerson Electric (EMR)	0.1	$23M	-8%	238k	96.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$23M	-2%	116k	195.69	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$23M	-15%	254k	88.80	View chart
Adobe Systems Incorporated (ADBE)	0.1	$22M	+9%	44k	509.90	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$22M	+23%	410k	54.12	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$22M	+8%	299k	73.72	View chart
Ford Motor Company (F)	0.1	$22M	-5%	1.8M	12.42	View chart
Nextera Energy (NEE)	0.1	$22M	+10%	383k	57.29	View chart
Amgen (AMGN)	0.1	$22M		82k	268.76	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.1	$22M	-8%	164k	133.53	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$22M	-25%	239k	91.35	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$22M	+4%	133k	163.93	View chart
Bank of America Corporation (BAC)	0.1	$22M	+7%	786k	27.38	View chart
International Paper Company (IP)	0.1	$21M	-9%	587k	35.47	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$21M	-14%	312k	65.95	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$21M	+56%	549k	37.39	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$21M	-6%	227k	90.39	View chart
Tidal Etf Tr Ii Nicholas Fixed (FIAX)	0.1	$21M	+40%	1.0M	19.56	View chart
Aim Etf Products Trust Us Larcp B10 May (MAYT)	0.1	$20M	+17%	785k	25.81	View chart
Aim Etf Products Trust Us Lagcp B20 May (MAYW)	0.1	$20M	-24%	786k	25.70	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$20M	-11%	828k	24.34	View chart
Honeywell International (HON)	0.1	$20M	+14%	108k	184.74	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.1	$20M	+15%	1.4M	14.47	View chart
Dominion Resources (D)	0.1	$20M		437k	44.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$19M	+9%	122k	159.49	View chart
Us Bancorp Del Com New (USB)	0.1	$19M		586k	33.06	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$19M	+42%	131k	147.41	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD)	0.1	$19M	+25%	906k	21.25	View chart
Hp (HPQ)	0.1	$19M	-6%	740k	25.70	View chart
Lockheed Martin Corporation (LMT)	0.1	$19M	-8%	46k	408.96	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.1	$19M	+15%	683k	27.58	View chart
Aim Etf Products Trust Us Lrgcp B10 Jun (JUNT)	0.1	$18M	+18%	716k	25.67	View chart
Southern Company (SO)	0.1	$18M		281k	64.72	View chart
Raytheon Technologies Corp (RTX)	0.1	$18M	+17%	252k	71.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$18M	-36%	68k	265.99	View chart
Qualcomm (QCOM)	0.1	$18M	-6%	163k	111.06	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$18M	-5%	382k	47.24	View chart
Walt Disney Company (DIS)	0.1	$18M	+4%	222k	81.05	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$18M	+4%	174k	102.02	View chart
Fs Kkr Capital Corp (FSK)	0.1	$18M	+7%	895k	19.71	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$18M	+6%	298k	58.93	View chart
Oneok (OKE)	0.1	$17M	-6%	275k	63.43	View chart
Thermo Fisher Scientific (TMO)	0.1	$17M	+5%	34k	506.17	View chart
United Parcel Service CL B (UPS)	0.1	$17M	+9%	111k	155.87	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL)	0.1	$17M	+340%	450k	38.35	View chart
Key (KEY)	0.1	$17M	-4%	1.6M	10.76	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$17M	-25%	345k	49.85	View chart
AmerisourceBergen (COR)	0.1	$17M	+5%	95k	179.97	View chart
NiSource (NI)	0.1	$17M	-6%	683k	24.68	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$17M	+3%	228k	73.63	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$17M	+200%	450k	36.90	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Fd (BUFQ)	0.1	$17M	+19%	658k	25.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$17M	-28%	227k	72.72	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$17M	+8%	239k	68.81	View chart
Entergy Corporation (ETR)	0.1	$16M		177k	92.50	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$16M	+9%	331k	49.43	View chart
Prologis (PLD)	0.1	$16M	+15%	146k	112.21	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$16M	+4%	223k	73.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$16M	+7%	209k	77.95	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$16M	+29%	248k	65.57	View chart
Public Service Enterprise (PEG)	0.1	$16M	-2%	284k	56.91	View chart
Altria (MO)	0.1	$16M	+21%	383k	42.05	View chart
Servicenow (NOW)	0.1	$16M	+33%	29k	559.00	View chart
DTE Energy Company (DTE)	0.1	$16M	-3%	161k	99.28	View chart
Omni (OMC)	0.1	$16M		214k	74.48	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$16M	-24%	1.1M	14.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$16M	+2%	212k	75.15	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$16M	-12%	250k	63.49	View chart
Intel Corporation (INTC)	0.1	$16M	+15%	446k	35.56	View chart
Linde SHS (LIN)	0.1	$16M	+14%	43k	372.35	View chart
Innovator Etfs Tr Us Equt Bufr Aug (BAUG)	0.1	$16M	+17%	480k	33.01	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$16M	+21%	406k	38.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$16M	-11%	101k	155.38	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$16M	+4%	618k	25.34	View chart
Fortinet (FTNT)	0.1	$16M	+26%	267k	58.68	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$16M	-3%	726k	21.55	View chart
Nike CL B (NKE)	0.1	$16M	+22%	163k	95.62	View chart
American Electric Power Company (AEP)	0.1	$16M	-5%	207k	75.22	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$16M	+21%	259k	59.99	View chart
IDEX Corporation (IEX)	0.1	$16M	+18%	75k	208.02	View chart

Past Filings by AE Wealth Management

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

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
AE Wealth Management 2020 Q1 filed May 7, 2020
AE Wealth Management 2019 Q4 filed Jan. 15, 2020

View all past filings

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