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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, IVV, and represent 13.28% of AE Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SCEP (+$131M), SCMC (+$100M), MSFT (+$94M), NVDA (+$93M), SCNM (+$89M), FHLC (+$85M), CORO (+$71M), AAPL (+$68M), INTU (+$57M), PYLD (+$38M).
Started 282 new stock positions in JOYT, DDTS, IAUI, KMAR, PINK, CRS, CE, SYBT, EQWL, AG.
Reduced shares in these 10 stocks: IWO (-$79M), QBER (-$53M), SPY (-$47M), OEF (-$43M), VGSH (-$42M), CVX (-$38M), FREL (-$37M), EGP (-$36M), R (-$36M), MUB (-$30M).
Sold out of its positions in SBIO, PRNT, ANF, ASLE, MARU, ALIT, IVAL, MOOD, UHAL, UHAL.B.
AE Wealth Management was a net buyer of stock by $1.4B.
AE Wealth Management has $19B in assets under management (AUM), dropping by 6.18%.
Central Index Key (CIK): 0001697723

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Portfolio Holdings for AE Wealth Management

AE Wealth Management holds 2591 positions in its portfolio as reported in the March 2026 quarterly 13F filing

AE Wealth Management has 2591 total positions. Only the first 250 positions are shown.

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Download the AE Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.4	$629M	+17%	3.6M	174.40	View chart
Apple (AAPL)	3.3	$614M	+12%	2.4M	253.79	View chart
Microsoft Corporation (MSFT)	2.6	$475M	+24%	1.3M	370.17	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	2.1	$387M	+5%	7.9M	48.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$350M	+5%	536k	653.22	View chart
Amazon (AMZN)	1.8	$333M	+5%	1.6M	208.27	View chart
Spdr Series Trust State Street Spd (SPYG)	1.6	$301M	+4%	3.1M	97.91	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.5	$272M	+7%	6.5M	41.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$251M		874k	287.56	View chart
Broadcom (AVGO)	1.2	$224M	+17%	725k	309.51	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.1	$208M	+22%	7.9M	26.20	View chart
Meta Platforms Cl A (META)	1.1	$206M	+3%	360k	572.12	View chart
Spdr Series Trust State Street Spd (SPYV)	1.1	$203M	+2%	3.6M	56.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$190M	-6%	317k	597.42	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.9	$175M	+27%	1.9M	92.28	View chart
Exxon Mobil Corporation (XOM)	0.9	$170M	+3%	1.0M	169.66	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.9	$164M	+3%	659k	248.85	View chart
Spdr Series Trust State Street Spd (SPYM)	0.8	$141M	+29%	1.8M	76.54	View chart
Capitol Ser Tr Sterling Cap Enh (SCEC)	0.7	$138M	+4%	5.5M	25.09	View chart
JPMorgan Chase & Co. (JPM)	0.7	$136M	-10%	464k	294.16	View chart
Johnson & Johnson (JNJ)	0.7	$134M	+11%	547k	244.44	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$133M	+4%	2.6M	50.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$132M	+3%	276k	479.19	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXO)	0.7	$132M		3.9M	33.78	View chart
Sterling Cap Fds Cap Hedged Eqt P (SCEP)	0.7	$131M	NEW	5.5M	23.57	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.7	$126M		4.7M	26.58	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$118M	+30%	1.3M	90.53	View chart
Spdr Series Trust State Street Spd (MDYG)	0.6	$117M	+12%	1.2M	95.96	View chart
Cisco Systems (CSCO)	0.6	$113M	+9%	1.5M	77.59	View chart
Wal-Mart Stores (WMT)	0.6	$112M	+3%	905k	124.28	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.6	$112M		1.3M	86.52	View chart
Philip Morris International (PM)	0.6	$108M	+24%	653k	165.34	View chart
McDonald's Corporation (MCD)	0.6	$107M	+20%	345k	310.79	View chart
Tesla Motors (TSLA)	0.6	$106M	+12%	284k	371.75	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$105M	+3%	2.3M	45.12	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.6	$103M	+14%	1.1M	93.26	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.6	$102M	+2%	1.1M	92.67	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.5	$101M	+4%	1.0M	100.57	View chart
Sterling Cap Fds Capital Multi (SCMC)	0.5	$100M	NEW	4.0M	25.00	View chart
Mastercard Incorporated Cl A (MA)	0.5	$100M	+5%	200k	499.65	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.5	$100M	+23%	1.7M	59.07	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$97M	+51%	967k	100.66	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.5	$97M	+693%	1.4M	70.36	View chart
Micron Technology (MU)	0.5	$93M	-13%	277k	337.85	View chart
Visa Com Cl A (V)	0.5	$91M	+6%	302k	302.24	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.5	$91M	+28%	1.3M	67.63	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$90M	-24%	1.3M	69.75	View chart
Sterling Cap Fds National Muni Bd (SCNM)	0.5	$89M	NEW	3.6M	24.86	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.5	$88M	+14%	1.5M	57.64	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.5	$86M		2.2M	38.47	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$84M	+6%	3.6M	22.91	View chart
Spdr Series Trust State Street Spd (MDYV)	0.4	$82M	+11%	961k	85.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$81M		715k	113.00	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.4	$79M	-22%	781k	100.97	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$79M	-2%	372k	211.93	View chart
Fidelity Covington Trust Fidelity Us Mltf (FLRG)	0.4	$77M	+8%	2.1M	36.79	View chart
Advanced Micro Devices (AMD)	0.4	$77M	+17%	379k	203.43	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$77M	-6%	1.3M	58.27	View chart
Palantir Technologies Cl A (PLTR)	0.4	$76M	+2%	522k	146.28	View chart
Procter & Gamble Company (PG)	0.4	$74M	-21%	513k	144.44	View chart
Chevron Corporation (CVX)	0.4	$72M	-34%	349k	206.90	View chart
Abbvie (ABBV)	0.4	$72M	+12%	329k	217.49	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.4	$71M	NEW	2.2M	32.15	View chart
Applied Materials (AMAT)	0.4	$70M	-14%	204k	341.80	View chart
Aim Etf Products Trust Allianzim Us Eqt (SEPW)	0.4	$69M		2.2M	31.59	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$69M	-11%	930k	74.34	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.4	$67M	+8%	1.4M	48.62	View chart
International Business Machines (IBM)	0.4	$65M	+141%	270k	242.38	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.3	$64M	+6%	1.3M	48.98	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	0.3	$64M	+4%	2.5M	25.04	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.3	$63M	+75%	2.2M	28.85	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$62M	-43%	95k	650.20	View chart
Citigroup Com New (C)	0.3	$62M	+89%	545k	113.41	View chart
Spdr Series Trust State Street Spd (SPBO)	0.3	$62M	+7%	2.1M	29.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.3	$61M		1.6M	38.12	View chart
Intuit (INTU)	0.3	$61M	+1766%	140k	432.38	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	0.3	$61M	+5%	1.2M	49.52	View chart
Costco Wholesale Corporation (COST)	0.3	$59M	-20%	60k	996.55	View chart
Lennar Corp Cl A (LEN)	0.3	$59M	+144%	681k	86.84	View chart
Bank of America Corporation (BAC)	0.3	$59M	-19%	1.2M	48.75	View chart
Oracle Corporation (ORCL)	0.3	$59M	+69%	399k	147.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$58M	-6%	302k	191.75	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$56M	+3%	591k	94.95	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$55M		380k	145.73	View chart
Eli Lilly & Co. (LLY)	0.3	$55M	-33%	60k	919.79	View chart
Amgen (AMGN)	0.3	$55M	+16%	156k	351.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$55M	-5%	490k	111.43	View chart
Netflix (NFLX)	0.3	$55M	+18%	568k	96.15	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.3	$53M		1.5M	35.55	View chart
Verizon Communications (VZ)	0.3	$53M	-23%	1.0M	50.20	View chart
Lam Research Corp Com New (LRCX)	0.3	$53M	+23%	246k	213.66	View chart
salesforce (CRM)	0.3	$52M	+19%	277k	186.67	View chart
Home Depot (HD)	0.3	$52M	+42%	157k	328.89	View chart
Wells Fargo & Company (WFC)	0.3	$51M	+5%	642k	79.61	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$51M	+144%	256k	198.29	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$49M	+144%	559k	86.71	View chart
Morgan Stanley Com New (MS)	0.3	$48M	+89%	294k	164.57	View chart
Elevation Series Trust Trueshares Conve (PVEX)	0.3	$47M	+6%	1.7M	27.44	View chart
Pfizer (PFE)	0.3	$47M	+14%	1.7M	28.08	View chart
Raytheon Technologies Corp (RTX)	0.2	$45M	+7%	234k	192.90	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPT)	0.2	$45M		1.3M	34.35	View chart
American Electric Power Company (AEP)	0.2	$44M	+11%	339k	131.08	View chart
Valero Energy Corporation (VLO)	0.2	$44M	+25%	180k	247.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$43M	+9%	99k	437.02	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	0.2	$43M		1.5M	28.55	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$43M	-5%	74k	576.88	View chart
Watts Water Technologies Cl A (WTS)	0.2	$42M	-14%	146k	290.29	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$42M	+34%	869k	48.15	View chart
Elevation Series Trust Trueshares Struc (SEPZ)	0.2	$42M		1.0M	40.60	View chart
Gra (GGG)	0.2	$41M	+22%	490k	84.65	View chart
UnitedHealth (UNH)	0.2	$41M	+186%	151k	270.58	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.2	$40M	+2%	1.9M	21.08	View chart
Comcast Corp Cl A (CMCSA)	0.2	$40M	+36%	1.4M	28.71	View chart
Goldman Sachs (GS)	0.2	$40M	-27%	48k	845.92	View chart
At&t (T)	0.2	$40M	-27%	1.4M	28.99	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$40M	+5%	637k	62.30	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$38M	+32%	615k	61.26	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$37M	+88%	732k	50.61	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.2	$37M		1.0M	36.48	View chart
Arista Networks Com Shs (ANET)	0.2	$36M	+28%	297k	122.78	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.2	$35M	+14%	432k	80.56	View chart
Archer Daniels Midland Company (ADM)	0.2	$35M	+30%	476k	72.69	View chart
T. Rowe Price (TROW)	0.2	$33M	+37%	369k	90.14	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$33M	+8%	1000k	32.91	View chart
Us Bancorp Com New (USB)	0.2	$33M	+20%	630k	52.01	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$33M	+311%	84k	391.76	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$32M	+213%	545k	59.55	View chart
Dominion Resources (D)	0.2	$32M	+23%	523k	61.82	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$32M	+7%	332k	97.23	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$32M	+12%	455k	70.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$32M	+10%	112k	286.84	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.2	$32M		817k	38.81	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.2	$32M	+3%	584k	53.99	View chart
Altria (MO)	0.2	$31M	-26%	471k	65.99	View chart
S&p Global (SPGI)	0.2	$31M		73k	425.37	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$31M	+4%	277k	110.86	View chart
Citizens Financial (CFG)	0.2	$31M	+24%	512k	59.97	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$30M	-3%	126k	241.35	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$30M	+3%	832k	36.29	View chart
Bristol Myers Squibb (BMY)	0.2	$30M	+22%	491k	60.65	View chart
Ford Motor Company (F)	0.2	$30M	+28%	2.6M	11.54	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$30M	+9%	643k	46.19	View chart
Huntington Bancshares Incorporated (HBAN)	0.2	$30M	+11%	1.9M	15.65	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.2	$30M		887k	33.41	View chart
Verisk Analytics (VRSK)	0.2	$29M	NEW	155k	189.74	View chart
Ge Aerospace Com New (GE)	0.2	$29M	-45%	104k	283.76	View chart
Key (KEY)	0.2	$29M	+29%	1.4M	20.05	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.2	$28M	-3%	939k	30.22	View chart
Truist Financial Corp equities (TFC)	0.2	$28M	+19%	617k	45.97	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$28M		282k	100.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$28M	+38%	144k	196.20	View chart
CSX Corporation (CSX)	0.2	$28M		680k	41.05	View chart
Bunge Global Sa Com Shs (BG)	0.1	$28M	+27%	218k	127.20	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$28M	+3%	441k	62.45	View chart
Regions Financial Corporation (RF)	0.1	$28M	+24%	1.1M	26.12	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$27M	+5%	745k	36.76	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$27M	+2%	694k	38.96	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.1	$27M	+3%	1.3M	21.34	View chart
Dover Corporation (DOV)	0.1	$27M		128k	208.46	View chart
Omni (OMC)	0.1	$27M	+11%	352k	75.31	View chart
Eversource Energy (ES)	0.1	$26M	+20%	380k	69.28	View chart
Linde SHS (LIN)	0.1	$26M	+7%	53k	495.79	View chart
Prudential Financial (PRU)	0.1	$26M	+8%	263k	97.69	View chart
Bank of New York Mellon Corporation (BK)	0.1	$26M	-11%	216k	118.63	View chart
Edison International (EIX)	0.1	$26M	-26%	349k	73.18	View chart
Ishares Tr Cmbs Etf (CMBS)	0.1	$26M	+6%	524k	48.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$25M	-18%	59k	430.29	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.1	$25M	+36%	515k	47.72	View chart
Exelon Corporation (EXC)	0.1	$25M	+18%	501k	49.02	View chart
Elevation Series Trust Trueshares Strcd (JANZ)	0.1	$25M		666k	36.75	View chart
Church & Dwight (CHD)	0.1	$24M		259k	93.32	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$24M	-3%	287k	83.57	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$24M	+58%	453k	52.56	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.1	$24M	-13%	1.0M	23.50	View chart
Wec Energy Group (WEC)	0.1	$24M	+14%	203k	115.77	View chart
FirstEnergy (FE)	0.1	$24M	+21%	463k	50.66	View chart
CVS Caremark Corporation (CVS)	0.1	$23M	+32%	324k	71.82	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$23M	-24%	249k	92.69	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$23M	+3%	193k	118.60	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$23M	-37%	923k	24.75	View chart
Elevation Series Trust Trueshares Quart (QBER)	0.1	$23M	-70%	937k	24.13	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$23M	+2%	533k	42.22	View chart
CMS Energy Corporation (CMS)	0.1	$23M	+14%	290k	77.58	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$22M	+3%	138k	161.73	View chart
Intercontinental Exchange (ICE)	0.1	$22M	-16%	141k	157.28	View chart
Fifth Third Ban (FITB)	0.1	$22M	+34%	474k	46.46	View chart
Pepsi (PEP)	0.1	$22M	+6%	140k	155.29	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$22M	-31%	816k	26.30	View chart
Entergy Corporation (ETR)	0.1	$21M		191k	112.36	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.1	$21M	+6%	427k	50.05	View chart
Elevation Series Trust S&p Autocallable (PAYM)	0.1	$21M	NEW	971k	21.95	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.1	$21M	+28%	411k	51.55	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$21M	+2918%	204k	103.43	View chart
Nextera Energy (NEE)	0.1	$21M	+19%	227k	92.88	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$21M	+3092%	420k	49.95	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.1	$21M	-27%	643k	31.93	View chart
Principal Financial (PFG)	0.1	$21M	+27%	228k	90.11	View chart
PPL Corporation (PPL)	0.1	$21M	+14%	536k	38.20	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	0.1	$21M	+22%	416k	49.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$20M	+15%	63k	320.95	View chart
Oneok (OKE)	0.1	$20M	+11%	224k	90.39	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$20M	+5379%	446k	45.05	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$20M		387k	51.93	View chart
DTE Energy Company (DTE)	0.1	$20M	+10%	136k	146.22	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$20M	-13%	594k	33.47	View chart
Oge Energy Corp (OGE)	0.1	$20M	+12%	414k	47.96	View chart
Amphenol Corp Cl A (APH)	0.1	$20M	+2%	157k	126.35	View chart
Spdr Index Shs Fds State Street Spd (WDIV)	0.1	$20M	-26%	255k	77.11	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$20M	NEW	476k	41.06	View chart
Elevation Series Trust Trueshares Struc (AUGZ)	0.1	$20M	+110015%	479k	40.64	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$19M	+52%	386k	49.97	View chart
Aptar (ATR)	0.1	$19M	-54%	152k	126.02	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$19M	+18%	189k	100.75	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$19M	+6%	358k	52.54	View chart
Campbell Soup Company (CPB)	0.1	$19M	+4%	845k	22.27	View chart
Abrdn Fds Emerging Mkts Di (AGEM)	0.1	$18M		448k	40.56	View chart
Caterpillar (CAT)	0.1	$18M	+4%	26k	708.39	View chart
Monster Beverage Corp (MNST)	0.1	$18M	+4%	250k	72.46	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$18M	-62%	170k	106.15	View chart
Xcel Energy (XEL)	0.1	$18M	+16%	225k	79.44	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.1	$18M	+485%	101k	175.92	View chart
Sempra Energy (SRE)	0.1	$18M	+8%	183k	97.17	View chart
Genuine Parts Company (GPC)	0.1	$18M		166k	105.75	View chart
Elevation Series Trust Trueshares Oct (OCTZ)	0.1	$18M	+305%	426k	41.10	View chart
Marsh & McLennan Companies (MRSH)	0.1	$17M		101k	173.45	View chart
Merck & Co (MRK)	0.1	$17M	-5%	144k	120.29	View chart
International Paper Company (IP)	0.1	$17M	+28%	482k	35.70	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$17M	NEW	983k	17.32	View chart
Elevation Series Trust Trueshares Dec (DECZ)	0.1	$17M		436k	38.83	View chart
Emerson Electric (EMR)	0.1	$17M	-17%	128k	131.03	View chart
Public Service Enterprise (PEG)	0.1	$17M	+14%	207k	80.95	View chart
Skyworks Solutions (SWKS)	0.1	$17M	+53%	312k	53.55	View chart
Best Buy (BBY)	0.1	$16M	+29%	253k	64.20	View chart
Aim Etf Products Trust Allianzim Us Equ (SIXZ)	0.1	$16M		557k	29.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$16M	+6%	245k	64.08	View chart
Republic Services (RSG)	0.1	$16M	+3%	71k	219.03	View chart
Intel Corporation (INTC)	0.1	$15M	+25%	349k	44.13	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$15M	+25%	119k	128.12	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$15M	+64%	305k	49.79	View chart
Simplify Exchange Traded Fun Currency Strateg (FOXY)	0.1	$15M	+25%	512k	29.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$15M	+937%	99k	151.41	View chart
ConAgra Foods (CAG)	0.1	$15M	+15%	951k	15.72	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$15M	+15%	290k	50.04	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.1	$15M	+35%	591k	24.54	View chart
Moody's Corporation (MCO)	0.1	$14M		33k	436.29	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.1	$14M	-8%	704k	20.35	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$14M	+18%	274k	51.83	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$14M	+76%	155k	91.64	View chart
Ge Vernova (GEV)	0.1	$14M	-14%	16k	873.41	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$14M	+11397%	581k	24.27	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 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
AE Wealth Management 2022 Q2 filed Aug. 3, 2022

View all past filings

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