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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 NVDA, AAPL, MSFT, VNLA, AMZN, and represent 13.36% of AE Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SIXD (+$154M), MAYW (+$129M), SPYM (+$104M), MAYT (+$104M), JUNW (+$93M), ONEZ (+$90M), BILZ (+$62M), KMB (+$50M), NVDA (+$49M), JUNT (+$47M).
Started 243 new stock positions in FLCH, TEND, ACYN, SAFE, ROM, SMG, AVUQ, OPCH, CXM, SLDP.
Reduced shares in these 10 stocks: , SIXO (-$140M), DECU (-$137M), OCTW (-$90M), SEPW (-$72M), STX (-$67M), GSEP (-$65M), QUAL (-$50M), SEPT (-$48M), JULU (-$48M).
Sold out of its positions in YEAR, ENFR, HDGE, AVDS, AFG, IBUY, IPAY, MBS, Apellis Pharmaceuticals, AVNS.
AE Wealth Management was a net buyer of stock by $1.0B.
AE Wealth Management has $22B in assets under management (AUM), dropping by 16.09%.
Central Index Key (CIK): 0001697723

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Portfolio Holdings for AE Wealth Management

AE Wealth Management holds 2663 positions in its portfolio as reported in the June 2026 quarterly 13F filing

AE Wealth Management has 2663 total positions. Only the first 250 positions are shown.

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Download the AE Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.6	$770M	+6%	3.8M	200.09	View chart
Apple (AAPL)	3.5	$742M	+6%	2.6M	289.36	View chart
Microsoft Corporation (MSFT)	2.4	$510M	+6%	1.4M	373.02	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	2.0	$434M	+12%	8.9M	48.87	View chart
Amazon (AMZN)	1.9	$410M	+7%	1.7M	238.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$388M	-3%	518k	748.89	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.6	$353M	-3%	3.0M	118.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$345M	+10%	966k	357.37	View chart
Broadcom (AVGO)	1.4	$298M	+8%	788k	377.75	View chart
Micron Technology (MU)	1.4	$293M	-8%	254k	1154.30	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.3	$270M		6.5M	41.41	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.2	$266M	+63%	3.0M	87.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$228M	+4%	332k	686.81	View chart
Spdr Series Trust St Str P500val (SPYV)	1.0	$218M		3.6M	60.79	View chart
Meta Platforms Cl A (META)	1.0	$212M	+4%	377k	563.29	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.9	$199M	+3%	685k	290.84	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.9	$198M	-6%	7.5M	26.52	View chart
Advanced Micro Devices (AMD)	0.9	$189M	-14%	326k	580.90	View chart
Applied Materials (AMAT)	0.8	$171M	+16%	237k	723.01	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.8	$170M	-2%	1.8M	92.21	View chart
JPMorgan Chase & Co. (JPM)	0.8	$165M	+8%	504k	327.33	View chart
Elevation Series Trust True Se Buff Etf (ONEZ)	0.7	$160M	+128%	5.8M	27.60	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXD)	0.7	$154M	+67630%	5.0M	30.83	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$151M	+12%	3.0M	50.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$150M	+8%	299k	500.38	View chart
Capitol Ser Tr Sterl Cap Bd Etf (SCEC)	0.7	$149M	+8%	6.0M	25.04	View chart
Cisco Systems (CSCO)	0.7	$148M	-13%	1.3M	117.46	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.7	$146M	+7%	1.3M	112.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$144M	+13%	1.5M	96.58	View chart
Johnson & Johnson (JNJ)	0.7	$143M	+2%	563k	253.97	View chart
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)	0.7	$141M	+79%	1.4M	100.93	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.7	$140M	+8%	1.4M	99.61	View chart
Sterling Cap Fds Cap Hedged Eqt P (SCEP)	0.6	$132M	-4%	5.3M	25.00	View chart
Aim Etf Products Trust Allia Us May Etf (MAYW)	0.6	$129M	+17672380%	3.7M	34.77	View chart
Tesla Motors (TSLA)	0.6	$127M	+6%	302k	420.60	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.6	$127M	+11%	1.2M	102.84	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$124M	+2%	2.4M	51.69	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.6	$124M	+6%	1.2M	105.11	View chart
American Centy Etf Tr Avan Emer Ex Etf (AVXC)	0.6	$123M	+7%	1.4M	85.65	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$122M	+25%	1.2M	100.67	View chart
Wal-Mart Stores (WMT)	0.5	$117M	+14%	1.0M	113.26	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.5	$115M	+13%	1.1M	100.81	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.5	$115M	+7%	1.5M	77.25	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$115M	+61%	154k	746.67	View chart
Visa Com Cl A (V)	0.5	$114M	+9%	331k	343.09	View chart
Sterling Cap Fds Capital Multi (SCMC)	0.5	$111M	+10%	4.4M	25.13	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.5	$109M	+10%	1.9M	58.42	View chart
Aim Etf Products Trust Allianzim Us Eqt (MAYT)	0.5	$104M	+527630%	2.7M	39.00	View chart
Mastercard Incorporated Cl A (MA)	0.5	$100M	-2%	194k	513.61	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.5	$100M	+9%	1.1M	94.85	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$100M	-7%	1.2M	82.84	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.5	$99M	+10%	1.7M	58.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$98M		709k	137.46	View chart
McDonald's Corporation (MCD)	0.5	$97M	+3%	357k	270.31	View chart
Sterling Cap Fds National Muni Bd (SCNM)	0.4	$95M	+5%	3.8M	25.15	View chart
Aim Etf Products Trust Allia Us Jun Etf (JUNW)	0.4	$94M	+39964%	2.7M	34.39	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$93M	+3%	1.4M	68.03	View chart
Philip Morris International (PM)	0.4	$91M	-23%	503k	180.91	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$90M	+8%	3.9M	22.78	View chart
Abbvie (ABBV)	0.4	$89M	+7%	355k	251.65	View chart
Chevron Corporation (CVX)	0.4	$88M	+51%	529k	165.76	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.4	$86M	+5%	2.3M	36.60	View chart
Lam Research Corp Com New (LRCX)	0.4	$85M	-20%	196k	433.31	View chart
Fidelity Covington Trust Fidelity Us Mltf (FLRG)	0.4	$83M	-3%	2.0M	41.02	View chart
Procter & Gamble Company (PG)	0.4	$81M	+7%	552k	146.64	View chart
UnitedHealth (UNH)	0.4	$81M	+29%	195k	415.64	View chart
Lennar Corp Cl A (LEN)	0.4	$78M	+26%	861k	90.49	View chart
Citigroup Com New (C)	0.4	$77M		550k	139.96	View chart
Eli Lilly & Co. (LLY)	0.4	$77M	+6%	64k	1199.55	View chart
Bank of America Corporation (BAC)	0.3	$74M	+6%	1.3M	56.97	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.3	$72M	+9%	1.5M	48.54	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$72M	+18%	580k	124.37	View chart
Palantir Technologies Cl A (PLTR)	0.3	$71M	+16%	610k	116.67	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.3	$71M	+10%	1.4M	49.25	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.3	$71M	+11%	2.4M	29.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$71M	-16%	311k	226.92	View chart
International Business Machines (IBM)	0.3	$70M	-7%	249k	281.21	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$69M	-2%	906k	76.56	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	0.3	$68M	+12%	1.4M	49.37	View chart
Spdr Series Trust St Str Corpo Etf (SPBO)	0.3	$67M	+9%	2.3M	29.04	View chart
Amgen (AMGN)	0.3	$64M	+14%	178k	362.14	View chart
Comcast Corp Cl A (CMCSA)	0.3	$64M	+84%	2.6M	24.55	View chart
Oracle Corporation (ORCL)	0.3	$63M	+7%	428k	146.55	View chart
Intel Corporation (INTC)	0.3	$62M	+27%	445k	139.63	View chart
Kimberly-Clark Corporation (KMB)	0.3	$62M	+413%	565k	109.77	View chart
Watts Water Technologies Cl A (WTS)	0.3	$62M	+7%	157k	391.46	View chart
Morgan Stanley Com New (MS)	0.3	$61M		291k	209.04	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$61M	-3%	368k	164.64	View chart
Wells Fargo & Company (WFC)	0.3	$60M	+12%	722k	82.64	View chart
Caterpillar (CAT)	0.3	$59M	+118%	56k	1064.92	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.3	$58M		1.5M	39.26	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$58M	+3%	609k	94.52	View chart
Home Depot (HD)	0.3	$56M		160k	352.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$56M	+2%	76k	736.38	View chart
Elevation Series Trust Trues Conve Etf (PVEX)	0.3	$56M	+5%	1.8M	30.58	View chart
Intuit (INTU)	0.3	$55M	+49%	210k	261.01	View chart
Arista Networks Com Shs (ANET)	0.3	$55M	+8%	322k	169.88	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$52M	+506%	602k	86.14	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$52M	+13%	989k	52.38	View chart
American Electric Power Company (AEP)	0.2	$51M	+9%	372k	136.81	View chart
Verisk Analytics (VRSK)	0.2	$51M	+82%	283k	179.53	View chart
Altria (MO)	0.2	$49M	+45%	687k	71.95	View chart
Goldman Sachs (GS)	0.2	$49M	+2%	49k	1011.35	View chart
Aim Etf Products Trust Allianzim Us Eqt (JUNT)	0.2	$47M	+141851%	1.2M	37.79	View chart
Raytheon Technologies Corp (RTX)	0.2	$46M	+3%	243k	189.73	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$46M	+23%	906k	50.57	View chart
Pfizer (PFE)	0.2	$45M	+13%	1.9M	24.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$44M	+11%	125k	353.34	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$43M	-17%	824k	52.71	View chart
Elevation Series Trust True St Sept Etf (SEPZ)	0.2	$43M	-7%	948k	45.44	View chart
Verizon Communications (VZ)	0.2	$43M	-3%	1.0M	42.34	View chart
Gra (GGG)	0.2	$43M	+14%	562k	75.61	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.2	$42M	+6%	2.0M	20.41	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.2	$41M	-11%	564k	73.34	View chart
Ge Aerospace Com New (GE)	0.2	$41M	+4%	109k	373.74	View chart
salesforce (CRM)	0.2	$40M	-7%	257k	156.66	View chart
Aim Etf Products Trust Allia Us Jan Etf (JANW)	0.2	$40M	+2%	1.0M	38.68	View chart
T. Rowe Price (TROW)	0.2	$40M	-5%	350k	113.69	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$39M	+25%	181k	217.93	View chart
Aim Etf Products Trust Allianzim Us Eqt (FEBT)	0.2	$39M	+91741%	948k	41.14	View chart
Netflix (NFLX)	0.2	$38M	-5%	536k	71.40	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$38M	+27%	820k	46.15	View chart
Prudential Financial (PRU)	0.2	$38M	+31%	347k	107.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$37M	+33605%	859k	43.04	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$36M	+493%	624k	57.84	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$35M	-3%	320k	110.32	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$35M	+2%	290k	121.40	View chart
Oneok (OKE)	0.2	$34M	+75%	392k	86.94	View chart
NiSource (NI)	0.2	$33M	+165%	703k	47.55	View chart
Aim Etf Products Trust Allia Us Feb Etf (FEBW)	0.2	$33M	+12975%	938k	35.54	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.2	$33M	+4%	611k	54.46	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$33M	-23%	97k	343.08	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$33M	+58%	50k	655.89	View chart
Genuine Parts Company (GPC)	0.2	$33M	+67%	278k	117.98	View chart
Huntington Bancshares Incorporated (HBAN)	0.2	$33M	-3%	1.8M	17.73	View chart
General Mills (GIS)	0.2	$33M	+1503%	935k	34.80	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.2	$33M	+4%	779k	41.73	View chart
Packaging Corporation of America (PKG)	0.2	$32M	+5346%	136k	238.30	View chart
Dominion Resources (D)	0.2	$32M	-9%	472k	68.29	View chart
Costco Wholesale Corporation (COST)	0.1	$32M	-42%	34k	935.21	View chart
Eversource Energy (ES)	0.1	$32M	+16%	443k	72.27	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.1	$32M		898k	35.65	View chart
Us Bancorp Com New (USB)	0.1	$32M	-16%	529k	60.40	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$32M	+7%	297k	107.13	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$32M	+3%	455k	69.90	View chart
Bristol Myers Squibb (BMY)	0.1	$31M	+10%	542k	57.62	View chart
Linde SHS (LIN)	0.1	$31M	+12%	59k	518.97	View chart
CMS Energy Corporation (CMS)	0.1	$31M	+38%	401k	76.50	View chart
Elevation Series Trust S&p Au De In Etf (PAYM)	0.1	$30M	+24%	1.2M	25.12	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$30M	-5%	514k	58.98	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$30M	-3%	209k	144.62	View chart
Amphenol Corp Cl A (APH)	0.1	$30M	+8%	170k	176.33	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$30M	+4%	724k	41.25	View chart
Valero Energy Corporation (VLO)	0.1	$30M	-36%	113k	260.42	View chart
Hp (HPQ)	0.1	$29M	+96%	1.3M	21.94	View chart
Booking Holdings (BKNG)	0.1	$29M	+35168%	163k	178.24	View chart
Edison International (EIX)	0.1	$29M	+11%	390k	74.45	View chart
CSX Corporation (CSX)	0.1	$29M	-11%	601k	47.53	View chart
Monster Beverage Corp (MNST)	0.1	$28M	+17%	293k	96.12	View chart
CVS Caremark Corporation (CVS)	0.1	$28M	-16%	271k	103.45	View chart
Ishares Tr Cmbs Etf (CMBS)	0.1	$28M	+9%	575k	48.65	View chart
Target Corporation (TGT)	0.1	$28M	+2465%	214k	130.61	View chart
Principal Financial (PFG)	0.1	$28M	+13%	258k	107.78	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.1	$28M	+22%	527k	52.65	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$28M	+31%	269k	102.16	View chart
Ford Motor Company (F)	0.1	$28M	-23%	2.0M	13.90	View chart
Watsco, Incorporated (WSO)	0.1	$27M	+6573%	66k	416.73	View chart
Truist Financial Corp equities (TFC)	0.1	$27M	-11%	546k	49.82	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.1	$27M	NEW	360k	75.68	View chart
Exelon Corporation (EXC)	0.1	$27M	+16%	582k	46.62	View chart
At&t (T)	0.1	$27M	-4%	1.3M	20.70	View chart
Wec Energy Group (WEC)	0.1	$27M	+13%	230k	116.77	View chart
Regions Financial Corporation (RF)	0.1	$27M	-15%	889k	30.20	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$27M	-18%	504k	53.11	View chart
Smurfit Westrock SHS (SW)	0.1	$27M	+9240%	574k	46.26	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$27M	+3%	143k	185.23	View chart
Merck & Co (MRK)	0.1	$26M	+42%	205k	128.50	View chart
Texas Instruments Incorporated (TXN)	0.1	$26M	+27%	88k	298.06	View chart
Citizens Financial (CFG)	0.1	$26M	-27%	372k	70.07	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$26M	+6%	1.0M	25.94	View chart
Alliant Energy Corporation (LNT)	0.1	$26M	+1364%	340k	76.29	View chart
Dover Corporation (DOV)	0.1	$26M	-9%	115k	224.27	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$26M	+22%	515k	50.23	View chart
Elevation Series Trust True Qu Bear Etf (QBER)	0.1	$26M	+15%	1.1M	23.80	View chart
MetLife (MET)	0.1	$25M	+1099%	299k	84.61	View chart
Church & Dwight (CHD)	0.1	$25M		260k	96.88	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$25M	-29%	583k	43.12	View chart
Old Republic International Corporation (ORI)	0.1	$25M	+4828%	613k	40.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$25M	+7%	68k	370.14	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.1	$25M	-6%	1.2M	21.12	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$25M	+3%	494k	50.37	View chart
Oge Energy Corp (OGE)	0.1	$25M	+23%	512k	48.66	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$25M	+26904%	495k	50.15	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$25M	-9%	414k	59.71	View chart
Omni (OMC)	0.1	$25M	-3%	339k	72.83	View chart
Automatic Data Processing (ADP)	0.1	$24M	+351%	109k	223.96	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.1	$24M	+2%	1.0M	23.42	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$24M	+30%	222k	107.62	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$24M	-6%	269k	89.01	View chart
EOG Resources (EOG)	0.1	$24M	+2339%	184k	129.73	View chart
Key (KEY)	0.1	$24M	-28%	1.0M	23.05	View chart
Skyworks Solutions (SWKS)	0.1	$23M	+10%	345k	67.80	View chart
Apa Corporation (APA)	0.1	$23M	+287%	718k	32.57	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$23M	+179%	123k	190.52	View chart
Archer Daniels Midland Company (ADM)	0.1	$23M	-36%	303k	76.40	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$23M	+14%	216k	107.00	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$23M	-27%	186k	124.45	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.1	$23M	+6%	455k	50.11	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$23M		538k	42.21	View chart
PPL Corporation (PPL)	0.1	$23M	+15%	621k	36.35	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$22M	+28%	153k	146.50	View chart
DTE Energy Company (DTE)	0.1	$22M	+7%	146k	152.38	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$22M	+11%	278k	79.42	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$22M	-4%	184k	117.45	View chart
Abrdn Fds Emer Mkts Di Etf (AGEM)	0.1	$21M	-3%	434k	49.37	View chart
Collaborative Investmnt Ser Mohr Co Nav Etf (CNAV)	0.1	$21M		440k	47.89	View chart
Analog Devices (ADI)	0.1	$21M	+23%	53k	397.23	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.1	$21M	-13%	446k	47.27	View chart
Aptar (ATR)	0.1	$21M	+9%	166k	125.20	View chart
Entergy Corporation (ETR)	0.1	$21M	-5%	180k	114.86	View chart
F.N.B. Corporation (FNB)	0.1	$21M	NEW	1.1M	19.08	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	0.1	$20M		417k	48.68	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$20M		356k	56.52	View chart
Emerson Electric (EMR)	0.1	$20M	+9%	140k	143.15	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.1	$20M	-3%	623k	31.99	View chart
Spdr Index Shs Fds St Str Sp Glbdiv (WDIV)	0.1	$20M	-3%	247k	79.92	View chart
Ge Vernova (GEV)	0.1	$20M	+3%	17k	1175.67	View chart
Janus Detroit Str Tr Hend Secu In Etf (JSI)	0.1	$20M	-6%	385k	51.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$19M	+10%	272k	71.25	View chart
Tyler Technologies (TYL)	0.1	$19M	+4048%	66k	292.46	View chart
Marsh & McLennan Companies (MRSH)	0.1	$18M	+7%	108k	166.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$18M	-17%	48k	368.38	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$18M	-9%	348k	50.83	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$17M	+4%	108k	161.54	View chart
Marvell Technology (MRVL)	0.1	$17M	-36%	58k	297.97	View chart
FactSet Research Systems (FDS)	0.1	$17M	+3093%	75k	230.08	View chart
Columbia Sportswear Company (COLM)	0.1	$17M	+8%	276k	61.82	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$17M	-16%	321k	52.34	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$17M	-30%	316k	52.43	View chart
Sempra Energy (SRE)	0.1	$17M	-2%	178k	92.71	View chart
Simplify Exchange Traded Fun Curre Strat Etf (FOXY)	0.1	$16M	+7%	552k	29.79	View chart
Republic Services (RSG)	0.1	$16M	+8%	77k	213.09	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.1	$16M	+7%	637k	25.60	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.1	$16M	+19%	180k	89.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$16M	-75%	73k	219.40	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$16M	NEW	572k	28.05	View chart
Xcel Energy (XEL)	0.1	$16M	-11%	199k	80.30	View chart
Moody's Corporation (MCO)	0.1	$16M	+6%	35k	452.98	View chart
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)	0.1	$16M	+9%	768k	20.17	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$15M	+5%	347k	44.03	View chart

Past Filings by AE Wealth Management

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

AE Wealth Management 2026 Q2 filed Aug. 3, 2026
AE Wealth Management 2026 Q1 filed May 13, 2026
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

View all past filings

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