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 12.61% of AE Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$202M), SIXD (+$85M), GJUN (+$81M), JUNW (+$76M), AAPL (+$72M), PJUN (+$47M), MSFT (+$45M), JULW (+$43M), IVW (+$35M), JULT (+$33M).
- Started 155 new stock positions in PRFD, WELL, PKST, RPRX, CPSM, BTCY, IMCV, IBHG, ZHDG, ABR.
- Reduced shares in these 10 stocks: JANW (-$80M), FEBW (-$58M), PMAR (-$46M), PAPR (-$41M), JANT (-$39M), FEBT (-$30M), CRED (-$30M), DECT (-$25M), VGT (-$24M), MTUM (-$20M).
- Sold out of its positions in ARKK, FLJJ, SIXF, AUGW, AUGT, BSVO, ANSS, ACB, AGR, AVY.
- AE Wealth Management was a net buyer of stock by $1.2B.
- AE Wealth Management has $9.9B in assets under management (AUM), dropping by 15.03%.
- Central Index Key (CIK): 0001697723
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Portfolio Holdings for AE Wealth Management
AE Wealth Management holds 1229 positions in its portfolio as reported in the June 2024 quarterly 13F filing
AE Wealth Management has 1229 total positions. Only the first 250 positions are shown.
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- Download the AE Wealth Management June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.5 | $345M | +26% | 1.6M | 210.62 |
|
| Microsoft Corporation (MSFT) | 2.8 | $276M | +19% | 618k | 446.95 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $220M | +1073% | 1.8M | 123.54 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 2.1 | $208M | +18% | 4.3M | 48.54 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $204M | 407k | 500.13 |
|
|
| Amazon (AMZN) | 1.7 | $165M | +15% | 856k | 193.25 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.6 | $159M | -6% | 2.5M | 64.00 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $157M | -9% | 287k | 547.24 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.4 | $142M | +11% | 661k | 214.64 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $133M | +11% | 731k | 182.15 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.1 | $110M | +9% | 1.4M | 80.13 |
|
| Pimco Etf Tr Ultra Short Govt (BILZ) | 1.1 | $105M | +38% | 1.0M | 101.10 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $103M | +16% | 189k | 543.40 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $89M | +20% | 439k | 202.31 |
|
| Aim Etf Products Trust Allianzim U S La (SIXD) | 0.9 | $85M | NEW | 3.3M | 25.47 |
|
| Meta Platforms Cl A (META) | 0.8 | $83M | +12% | 165k | 504.22 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $81M | 200k | 406.80 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.8 | $81M | +32867% | 2.4M | 33.91 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $77M | +82% | 832k | 92.54 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.8 | $77M | +3% | 1.6M | 48.74 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $76M | +28% | 664k | 115.12 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $76M | +41% | 747k | 102.30 |
|
| Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW) | 0.8 | $76M | NEW | 2.7M | 28.60 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.7 | $73M | -8% | 454k | 160.67 |
|
| Procter & Gamble Company (PG) | 0.7 | $72M | +35% | 435k | 164.92 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.7 | $71M | +4% | 953k | 74.82 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.7 | $68M | +15% | 1.3M | 50.88 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.7 | $67M | +14% | 1.1M | 58.01 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.6 | $63M | +5% | 1.7M | 37.50 |
|
| UnitedHealth (UNH) | 0.6 | $63M | +33% | 123k | 509.27 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.6 | $63M | +12% | 745k | 84.06 |
|
| Home Depot (HD) | 0.6 | $59M | +12% | 173k | 344.24 |
|
| Aim Etf Products Trust Us Larcp B10 Mar (MART) | 0.6 | $59M | +11% | 1.9M | 31.61 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $58M | +11% | 64k | 905.40 |
|
| McDonald's Corporation (MCD) | 0.6 | $56M | +27% | 221k | 254.83 |
|
| Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) | 0.6 | $56M | +4% | 1.8M | 31.07 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.6 | $56M | +51% | 1.2M | 46.94 |
|
| Chevron Corporation (CVX) | 0.5 | $52M | -6% | 332k | 156.41 |
|
| Tesla Motors (TSLA) | 0.5 | $51M | +27% | 260k | 197.88 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $51M | +12% | 506k | 100.71 |
|
| Merck & Co (MRK) | 0.5 | $50M | +4% | 407k | 123.80 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $49M | +7% | 103k | 479.11 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.5 | $49M | +3502% | 1.4M | 35.58 |
|
| Johnson & Johnson (JNJ) | 0.5 | $47M | +21% | 322k | 146.16 |
|
| Visa Com Cl A (V) | 0.5 | $47M | +23% | 179k | 262.47 |
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.5 | $46M | +16% | 933k | 49.71 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $46M | -19% | 861k | 53.54 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.5 | $46M | +14% | 696k | 65.37 |
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.5 | $45M | +16% | 917k | 49.52 |
|
| Pepsi (PEP) | 0.4 | $44M | +23% | 269k | 164.93 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $44M | +22% | 440k | 100.65 |
|
| Abbvie (ABBV) | 0.4 | $44M | +26% | 256k | 171.52 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $43M | +6% | 815k | 53.04 |
|
| Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) | 0.4 | $43M | +8183% | 1.3M | 33.40 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $43M | +6% | 722k | 59.50 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.4 | $42M | +2% | 839k | 50.47 |
|
| Cisco Systems (CSCO) | 0.4 | $41M | +22% | 856k | 47.51 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $41M | +2% | 501k | 81.08 |
|
| salesforce (CRM) | 0.4 | $39M | 151k | 257.11 |
|
|
| Aim Etf Products Trust Us Lrgcp B10 Apr (APRT) | 0.4 | $37M | +13% | 1.0M | 36.15 |
|
| At&t (T) | 0.4 | $36M | +17% | 1.9M | 18.98 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $35M | +2% | 874k | 40.50 |
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 0.4 | $35M | +26% | 1.2M | 28.70 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $35M | +27% | 1.5M | 22.57 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $34M | 285k | 120.73 |
|
|
| Verizon Communications (VZ) | 0.3 | $34M | +4% | 833k | 41.24 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $34M | +11% | 320k | 106.55 |
|
| Aim Etf Products Trust Us Lrgcp B10 Jul (JULT) | 0.3 | $34M | +3535% | 911k | 37.00 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $34M | +28% | 76k | 441.16 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $33M | 164k | 203.02 |
|
|
| Advanced Micro Devices (AMD) | 0.3 | $32M | +30% | 198k | 162.21 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $32M | 676k | 46.77 |
|
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.3 | $31M | +19% | 765k | 40.78 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.3 | $31M | +84% | 380k | 81.01 |
|
| Collaborative Investmnt Ser Mohr Growth Etf | 0.3 | $31M | -11% | 1.4M | 21.39 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $30M | +14% | 605k | 50.31 |
|
| Intercontinental Exchange (ICE) | 0.3 | $30M | +11% | 216k | 136.89 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $30M | +11% | 79k | 374.01 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $29M | +26% | 112k | 262.53 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $29M | +26% | 480k | 60.20 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $29M | +38% | 189k | 150.50 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.3 | $28M | +24% | 565k | 49.43 |
|
| S&p Global (SPGI) | 0.3 | $28M | +5% | 62k | 445.99 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $28M | -38% | 295k | 93.21 |
|
| Aim Etf Products Trust Allianzim Us Eqt (FLAO) | 0.3 | $27M | NEW | 1.1M | 25.84 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $27M | +11% | 50k | 553.00 |
|
| Altria (MO) | 0.3 | $27M | +88% | 599k | 45.55 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $27M | +23% | 233k | 115.46 |
|
| Goldman Sachs (GS) | 0.3 | $27M | +10% | 59k | 452.32 |
|
| IDEX Corporation (IEX) | 0.3 | $26M | +13% | 128k | 201.20 |
|
| Philip Morris International (PM) | 0.3 | $25M | -14% | 248k | 101.33 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.2 | $25M | +28% | 338k | 72.94 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.2 | $24M | +2% | 548k | 43.96 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $24M | +338% | 43k | 555.51 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $24M | +44% | 404k | 59.20 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $24M | -13% | 131k | 182.01 |
|
| Walt Disney Company (DIS) | 0.2 | $24M | +14% | 239k | 99.29 |
|
| Series Portfolios Tr Panagram Aaa (CLOX) | 0.2 | $24M | +15% | 925k | 25.55 |
|
| Bank of America Corporation (BAC) | 0.2 | $24M | +15% | 593k | 39.77 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $23M | +9% | 196k | 118.55 |
|
| Agilent Technologies Inc C ommon (A) | 0.2 | $23M | +11% | 179k | 129.63 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $23M | -3% | 167k | 138.20 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $23M | -2% | 583k | 39.16 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $23M | +4% | 346k | 65.62 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $23M | +7% | 204k | 110.60 |
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 0.2 | $22M | NEW | 424k | 52.89 |
|
| Listed Fd Tr Trueshares Dec (DECZ) | 0.2 | $22M | +6% | 619k | 35.56 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.2 | $22M | +6% | 380k | 57.68 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $22M | -3% | 485k | 45.22 |
|
| Flexshares Tr Cr Scd Us Bd (SKOR) | 0.2 | $22M | +24% | 462k | 47.47 |
|
| Union Pacific Corporation (UNP) | 0.2 | $22M | +56% | 97k | 226.27 |
|
| Prologis (PLD) | 0.2 | $22M | +16% | 193k | 112.30 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.2 | $22M | +11% | 796k | 27.22 |
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.2 | $22M | +41% | 1.0M | 21.32 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $21M | -5% | 592k | 35.55 |
|
| AFLAC Incorporated (AFL) | 0.2 | $21M | +9% | 233k | 89.31 |
|
| CSX Corporation (CSX) | 0.2 | $21M | +11% | 614k | 33.45 |
|
| Pfizer (PFE) | 0.2 | $20M | +50% | 729k | 27.98 |
|
| TJX Companies (TJX) | 0.2 | $20M | +12% | 185k | 110.10 |
|
| Aim Etf Products Trust Us Larcp B20 Mar (MARW) | 0.2 | $20M | -46% | 686k | 29.51 |
|
| Intel Corporation (INTC) | 0.2 | $20M | +57% | 649k | 30.97 |
|
| Global X Fds Globx Supdv Us (DIV) | 0.2 | $20M | +3% | 1.2M | 17.25 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $20M | +5% | 434k | 45.59 |
|
| International Business Machines (IBM) | 0.2 | $20M | 114k | 172.93 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $20M | +2% | 228k | 85.86 |
|
| Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) | 0.2 | $19M | +5% | 327k | 59.11 |
|
| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.2 | $19M | +5% | 864k | 22.32 |
|
| International Paper Company (IP) | 0.2 | $19M | -6% | 442k | 43.15 |
|
| Honeywell International (HON) | 0.2 | $19M | +16% | 89k | 213.54 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.2 | $19M | +45% | 270k | 69.93 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $19M | +25% | 22k | 850.49 |
|
| Exelon Corporation (EXC) | 0.2 | $19M | -30% | 542k | 34.61 |
|
| Prudential Financial (PRU) | 0.2 | $18M | -5% | 156k | 117.19 |
|
| NiSource (NI) | 0.2 | $18M | +5% | 609k | 28.81 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $18M | +19% | 95k | 183.41 |
|
| Qorvo (QRVO) | 0.2 | $18M | +9% | 151k | 116.04 |
|
| Yum! Brands (YUM) | 0.2 | $17M | +10% | 131k | 132.46 |
|
| Citigroup Com New (C) | 0.2 | $17M | 273k | 63.46 |
|
|
| Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL) | 0.2 | $17M | -17% | 803k | 21.44 |
|
| Key (KEY) | 0.2 | $17M | +4% | 1.2M | 14.21 |
|
| Emerson Electric (EMR) | 0.2 | $17M | -25% | 155k | 110.17 |
|
| Series Portfolios Tr Panagram Bbb B (CLOZ) | 0.2 | $17M | +10% | 631k | 26.94 |
|
| J.B. Hunt Transport Services (JBHT) | 0.2 | $17M | +16% | 106k | 160.00 |
|
| Public Service Enterprise (PEG) | 0.2 | $17M | 230k | 73.70 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.2 | $17M | 403k | 41.54 |
|
|
| Nike CL B (NKE) | 0.2 | $16M | +3% | 217k | 75.37 |
|
| Comerica Incorporated (CMA) | 0.2 | $16M | -18% | 318k | 51.04 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.2 | $16M | +5% | 504k | 31.99 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $16M | +8% | 414k | 38.85 |
|
| Omni (OMC) | 0.2 | $16M | +7% | 179k | 89.70 |
|
| CenterPoint Energy (CNP) | 0.2 | $16M | +39% | 519k | 30.98 |
|
| Ishares Tr Msci Acwi Exus (HAWX) | 0.2 | $16M | +5% | 497k | 32.29 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $16M | +3% | 404k | 39.70 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $16M | -2% | 549k | 28.87 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.2 | $16M | +29% | 625k | 25.34 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.2 | $16M | +4% | 368k | 43.05 |
|
| Valero Energy Corporation (VLO) | 0.2 | $16M | +14% | 101k | 156.70 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $16M | -19% | 1.2M | 13.18 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $16M | +51% | 98k | 160.41 |
|
| Oneok (OKE) | 0.2 | $16M | -5% | 191k | 81.55 |
|
| Ishares Tr Cmbs Etf (CMBS) | 0.2 | $16M | +16% | 331k | 46.96 |
|
| Interpublic Group of Companies (IPG) | 0.2 | $15M | +5% | 531k | 29.09 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $15M | +140% | 596k | 25.64 |
|
| Entergy Corporation (ETR) | 0.2 | $15M | +12% | 143k | 107.00 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $15M | +6% | 292k | 51.87 |
|
| Citizens Financial (CFG) | 0.2 | $15M | +14% | 418k | 36.03 |
|
| Aptar (ATR) | 0.1 | $15M | +46% | 106k | 140.81 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $15M | 165k | 89.58 |
|
|
| Ford Motor Company (F) | 0.1 | $15M | -7% | 1.2M | 12.54 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $15M | +48% | 152k | 96.98 |
|
| Wal-Mart Stores (WMT) | 0.1 | $14M | +36% | 211k | 67.70 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $14M | 482k | 29.70 |
|
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.1 | $14M | -24% | 405k | 35.30 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $14M | -24% | 174k | 81.97 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $14M | -20% | 278k | 51.24 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $14M | -15% | 563k | 25.13 |
|
| Dominion Resources (D) | 0.1 | $14M | 289k | 49.00 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $14M | -4% | 153k | 91.81 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $14M | -27% | 146k | 95.66 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $14M | +4% | 282k | 48.05 |
|
| Fmc Corp Com New (FMC) | 0.1 | $14M | +709% | 235k | 57.55 |
|
| Collaborative Investmnt Ser Adaptive Core (RULE) | 0.1 | $14M | -15% | 623k | 21.68 |
|
| American Electric Power Company (AEP) | 0.1 | $13M | +4% | 153k | 87.74 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $13M | +7% | 473k | 28.30 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $13M | +19% | 154k | 85.66 |
|
| Watsco, Incorporated (WSO) | 0.1 | $13M | -21% | 28k | 463.22 |
|
| Watts Water Technologies Cl A (WTS) | 0.1 | $13M | +64% | 72k | 183.37 |
|
| Palo Alto Networks (PANW) | 0.1 | $13M | +1935% | 39k | 339.01 |
|
| Regions Financial Corporation (RF) | 0.1 | $13M | +1533% | 646k | 20.04 |
|
| Edison International (EIX) | 0.1 | $13M | 180k | 71.81 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $13M | +116% | 57k | 225.77 |
|
| Hp (HPQ) | 0.1 | $13M | -19% | 368k | 35.02 |
|
| Collaborative Investmnt Ser Mohr Sector Nav (SNAV) | 0.1 | $13M | -15% | 426k | 29.67 |
|
| EastGroup Properties (EGP) | 0.1 | $12M | +51% | 73k | 170.10 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $12M | -7% | 170k | 72.64 |
|
| Fifth Third Ban (FITB) | 0.1 | $12M | -11% | 332k | 36.49 |
|
| Franklin Resources (BEN) | 0.1 | $12M | +15% | 542k | 22.35 |
|
| Collaborative Investmnt Ser Mohr Ind Nav Etf | 0.1 | $12M | -10% | 460k | 26.30 |
|
| CMS Energy Corporation (CMS) | 0.1 | $12M | +4% | 203k | 59.53 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $12M | +25% | 45k | 267.99 |
|
| Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) | 0.1 | $12M | +11% | 392k | 30.48 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $12M | -28% | 299k | 38.42 |
|
| Nrg Energy Com New (NRG) | 0.1 | $11M | -46% | 146k | 77.86 |
|
| DTE Energy Company (DTE) | 0.1 | $11M | 102k | 111.01 |
|
|
| BorgWarner (BWA) | 0.1 | $11M | +9% | 347k | 32.24 |
|
| Best Buy (BBY) | 0.1 | $11M | +920% | 132k | 84.29 |
|
| PPL Corporation (PPL) | 0.1 | $11M | +4% | 400k | 27.65 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $11M | +2% | 217k | 50.90 |
|
| Qualcomm (QCOM) | 0.1 | $11M | +250% | 55k | 199.17 |
|
| ConAgra Foods (CAG) | 0.1 | $11M | +3339% | 386k | 28.43 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $11M | +37% | 95k | 114.00 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $11M | +133% | 101k | 106.59 |
|
| Wisdomtree Tr Currncy Int Eq (DDWM) | 0.1 | $11M | +6% | 314k | 34.06 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $10M | -54% | 101k | 103.27 |
|
| Whirlpool Corporation (WHR) | 0.1 | $10M | NEW | 102k | 102.20 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.1 | $10M | -11% | 444k | 23.20 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $10M | +15% | 111k | 91.15 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $10M | +23% | 199k | 50.66 |
|
| Wec Energy Group (WEC) | 0.1 | $10M | +2% | 128k | 78.46 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $10M | -29% | 38k | 264.29 |
|
| Oge Energy Corp (OGE) | 0.1 | $9.7M | 272k | 35.69 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $9.5M | +23% | 192k | 49.43 |
|
| FirstEnergy (FE) | 0.1 | $9.5M | 248k | 38.27 |
|
|
| GATX Corporation (GATX) | 0.1 | $9.4M | +46% | 71k | 132.36 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $9.4M | -68% | 39k | 243.00 |
|
| Gra (GGG) | 0.1 | $9.4M | +29% | 118k | 79.28 |
|
| Tri Pointe Homes (TPH) | 0.1 | $9.4M | +17% | 251k | 37.25 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $9.4M | 218k | 42.96 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $9.3M | -5% | 121k | 76.70 |
|
| Sonoco Products Company (SON) | 0.1 | $9.2M | +7% | 182k | 50.72 |
|
| Principal Financial (PFG) | 0.1 | $9.2M | -22% | 118k | 78.45 |
|
| Invesco SHS (IVZ) | 0.1 | $9.2M | 617k | 14.96 |
|
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) | 0.1 | $9.2M | +1939% | 316k | 29.04 |
|
| Uber Technologies (UBER) | 0.1 | $9.1M | +25% | 125k | 72.68 |
|
| Coca-Cola Company (KO) | 0.1 | $9.1M | +26% | 143k | 63.65 |
|
| Eaton Corp SHS (ETN) | 0.1 | $9.0M | +18% | 29k | 313.96 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $9.0M | +12% | 215k | 41.87 |
|
| Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) | 0.1 | $9.0M | NEW | 316k | 28.40 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $8.7M | +16% | 71k | 121.88 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $8.7M | +149% | 95k | 91.09 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $8.6M | +104% | 81k | 106.78 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $8.6M | -18% | 102k | 84.04 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $8.5M | +8% | 139k | 61.00 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $8.5M | -28% | 172k | 49.42 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $8.5M | -31% | 27k | 314.21 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $8.4M | -11% | 116k | 72.17 |
|
| Evercore Class A (EVR) | 0.1 | $8.3M | -7% | 40k | 208.48 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.1 | $8.3M | +7% | 385k | 21.57 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $8.3M | -56% | 121k | 68.60 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $8.2M | +283% | 34k | 242.04 |
|
Past Filings by AE Wealth Management
SEC 13F filings are viewable for AE Wealth Management going back to 2016
- 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
- AE Wealth Management 2020 Q3 filed Nov. 6, 2020