AE Wealth Management

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

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Portfolio Holdings for AE Wealth Management

Companies in the AE Wealth Management portfolio as of the March 2021 quarterly 13F filing

AE Wealth Management has 1458 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.6 $428M +4% 1.2M 364.30
Apple (AAPL) 2.6 $246M +2% 2.0M 122.15
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.2 $204M +13% 1.5M 134.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $192M 600k 319.13
Ishares Tr Core S&p500 Etf (IVV) 1.9 $179M +10% 450k 397.82
Ishares Tr Rus Tp200 Vl Etf (IWX) 1.8 $166M +18% 2.6M 63.69
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 1.4 $130M +17% 2.4M 53.37
Ishares Tr Usd Inv Grde Etf (USIG) 1.4 $128M +13% 2.2M 59.04
Spdr Gold Tr Gold Shs (GLD) 1.4 $128M +14% 803k 159.96
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.3 $126M -8% 2.6M 49.11
Vanguard Index Fds Growth Etf (VUG) 1.3 $120M 467k 257.04
Microsoft Corporation (MSFT) 1.2 $114M +7% 484k 235.77
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.1 $101M +200% 2.2M 46.61
Ishares Tr Eafe Value Etf (EFV) 1.0 $97M +43% 1.9M 50.97

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $91M -12% 1.7M 52.05
Amazon (AMZN) 0.9 $85M -4% 27k 3094.11
Ishares Tr Rus Mdcp Val Etf (IWS) 0.9 $80M +10% 735k 109.30
Ishares Core Msci Emkt (IEMG) 0.9 $80M +13% 1.2M 64.36
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) 0.7 $69M +90% 604k 115.00
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $65M +11% 1.1M 61.52
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $63M +12% 629k 100.46
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $62M +19% 920k 67.23
First Tr Value Line Divid In SHS (FVD) 0.6 $58M +200% 1.5M 37.98
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $58M +139% 840k 69.19
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.6 $57M +2565% 828k 69.28
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.6 $57M +2% 321k 178.27
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $57M -4% 1.0M 56.40
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.6 $56M +2818% 1.1M 52.36
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.6 $56M -17% 666k 83.35
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $55M +1797% 953k 58.15
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $54M +21% 253k 214.59
Ishares Tr Core Div Grwth (DGRO) 0.6 $53M +420% 1.1M 48.27
Advisorshares Tr Alpha Dna Equity 0.6 $53M NEW 2.0M 25.86
Ishares Tr Core High Dv Etf (HDV) 0.5 $51M +160% 541k 94.89
Ishares Tr Modert Alloc Etf (AOM) 0.5 $50M +12% 1.1M 43.55
Visa Com Cl A (V) 0.5 $47M +12% 222k 211.73
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $47M +40% 432k 108.53
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $47M +3% 651k 71.84
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $46M +35% 1.2M 37.90
Ishares Tr Grwt Allocat Etf (AOR) 0.5 $46M +3285% 858k 53.56
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $44M +136% 485k 90.79
Tidal Etf Tr Euclid Cap Grwt 0.4 $41M NEW 1.5M 27.35
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $41M -10% 801k 51.06
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $41M +2% 403k 101.09
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $40M +12% 393k 102.06
Home Depot (HD) 0.4 $39M 129k 305.25
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $39M +35% 118k 330.18
Select Sector Spdr Tr Technology (XLK) 0.4 $39M +14% 292k 132.81
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.4 $39M 731k 52.83
Mastercard Incorporated Cl A (MA) 0.4 $38M +19% 107k 356.05
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $38M -4% 688k 54.68
Ishares Tr Tips Bd Etf (TIP) 0.4 $38M +134% 299k 125.50
Pinterest Cl A (PINS) 0.4 $37M +9% 504k 74.03
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $37M +10410% 651k 57.19
Walt Disney Company (DIS) 0.4 $37M +7% 201k 184.52
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.4 $37M -2% 725k 50.76
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $37M +18% 445k 82.19
Ishares Tr National Mun Etf (MUB) 0.4 $36M -13% 310k 116.05
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $34M -29% 369k 91.86
Vanguard Index Fds Value Etf (VTV) 0.4 $34M +9% 257k 131.46
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $33M -43% 127k 260.28
Ishares Tr Short Treas Bd (SHV) 0.4 $33M +873% 298k 110.51
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $33M +11% 1.3M 26.19
Procter & Gamble Company (PG) 0.3 $33M +8% 241k 135.43
Johnson & Johnson (JNJ) 0.3 $32M +5% 193k 164.35
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $31M -52% 194k 160.86
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $31M +87% 240k 129.89
Wisdomtree Tr Us Corp Bond Fd (WFIG) 0.3 $31M -10% 588k 52.44
Vanguard World Mega Grwth Ind (MGK) 0.3 $31M -28% 149k 207.07
At&t (T) 0.3 $31M +10% 1.0M 30.27
Aim Etf Products Trust Us Lrg Cp Bufr20 0.3 $30M NEW 1.2M 25.65
Facebook Cl A (FB) 0.3 $30M +2% 103k 294.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $30M +8% 354k 84.72
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $30M -51% 83k 358.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $29M -42% 140k 206.69
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $29M -6% 316k 90.87
Chevron Corporation (CVX) 0.3 $28M 268k 104.79
Wisdomtree Tr Us Hgh Yld Corp (WFHY) 0.3 $28M -23% 539k 52.00
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.3 $28M -37% 547k 51.20
Verizon Communications (VZ) 0.3 $28M +2% 477k 58.15
Alphabet Cap Stk Cl A (GOOGL) 0.3 $28M +3% 13k 2062.42
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $27M +220% 880k 30.66
Exxon Mobil Corporation (XOM) 0.3 $27M 480k 55.83
JPMorgan Chase & Co. (JPM) 0.3 $27M +8% 176k 152.23
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $27M +31% 323k 82.80
Accenture Plc Ireland Shs Class A (ACN) 0.3 $26M +2% 95k 276.25
NVIDIA Corporation (NVDA) 0.3 $26M +5% 48k 533.92
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $25M 91k 274.65
Tesla Motors (TSLA) 0.3 $25M -18% 37k 667.92
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $25M +17% 337k 73.93
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.3 $25M -5% 92k 269.84
Alphabet Cap Stk Cl C (GOOG) 0.3 $24M +12% 12k 2068.55
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.3 $24M +9% 415k 57.12
Ark Etf Tr Innovation Etf (ARKK) 0.2 $23M +28% 192k 119.95
Paypal Holdings (PYPL) 0.2 $23M +15% 95k 242.84
Wal-Mart Stores (WMT) 0.2 $23M +5% 167k 135.83
Abbvie (ABBV) 0.2 $23M +5% 209k 108.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $22M -5% 86k 255.47
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.2 $22M +18% 632k 34.05
Pfizer (PFE) 0.2 $21M -3% 586k 36.23
Nextera Energy (NEE) 0.2 $21M +14% 278k 75.61
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $21M -31% 158k 130.05
Coca-Cola Company (KO) 0.2 $20M +7% 383k 52.71
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $20M -63% 164k 121.78
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $20M -4% 407k 49.19
First Tr Exchange Traded Dj Glbl Divid (FGD) 0.2 $20M -7% 794k 25.14
Aim Etf Products Trust Us Lrg Cp Bufr10 0.2 $20M NEW 762k 25.98
Pepsi (PEP) 0.2 $20M +8% 139k 141.45
Bank of America Corporation (BAC) 0.2 $19M -5% 496k 38.69
S&p Global (SPGI) 0.2 $19M +121% 54k 352.87
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $19M -34% 135k 141.66
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $19M +8% 163k 116.74
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.2 $19M -5% 285k 66.11
McDonald's Corporation (MCD) 0.2 $19M +2% 84k 224.14
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $19M +4% 111k 168.07
Ishares Tr Core Lt Usdb Etf (ILTB) 0.2 $19M +54% 272k 68.55
Global X Fds Globx Supdv Us (DIV) 0.2 $18M -6% 916k 19.38
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.2 $18M +819% 614k 28.58
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $17M -8% 229k 75.11
Honeywell International (HON) 0.2 $17M +17% 79k 217.07
Cisco Systems (CSCO) 0.2 $17M -2% 329k 51.71
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $17M +13% 173k 98.45
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $17M +12% 420k 40.42
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $17M +74% 204k 82.50
United Parcel Service CL B (UPS) 0.2 $17M -7% 98k 169.99
Boeing Company (BA) 0.2 $17M +23% 65k 254.72
Shopify Cl A (SHOP) 0.2 $17M +18% 15k 1106.49
IDEXX Laboratories (IDXX) 0.2 $16M +38% 33k 489.30
Adobe Systems Incorporated (ADBE) 0.2 $16M -18% 34k 475.36
Ishares Tr Msci Usa Value (VLUE) 0.2 $16M +5% 158k 102.46
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.2 $16M +469% 925k 17.24
Ishares Tr Core Total Usd (IUSB) 0.2 $16M +1611% 302k 52.75
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $15M +95% 614k 25.10
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $15M -62% 236k 65.11
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $15M -38% 415k 36.25
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $15M +68% 68k 221.33
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $15M +19% 265k 56.43
International Business Machines (IBM) 0.2 $15M +8% 112k 133.26
Lockheed Martin Corporation (LMT) 0.2 $15M 40k 369.50
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.2 $15M NEW 467k 31.84
Ishares Tr Mbs Etf (MBB) 0.2 $15M -13% 137k 108.42
Intel Corporation (INTC) 0.2 $15M +5% 230k 64.00
Aim Etf Products Trust Us Lrg Cap Buf10 (AZAL) 0.2 $14M NEW 523k 27.49
CoStar (CSGP) 0.2 $14M +54% 17k 821.92
Abbott Laboratories (ABT) 0.1 $14M +2% 116k 119.84
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $14M +226% 136k 101.93
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $14M -7% 337k 40.69
Merck & Co (MRK) 0.1 $14M +2% 177k 77.09
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.1 $14M -6% 451k 30.02
First Tr Exchng Traded Fd Vi Ft Cboe Grwt100 (QDEC) 0.1 $14M NEW 660k 20.51
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.1 $13M +5512% 390k 34.47
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $13M 80k 165.61
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.1 $13M NEW 648k 20.23
Qualcomm (QCOM) 0.1 $13M +7% 98k 132.59
Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT) 0.1 $13M +4% 1.7M 7.62
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $13M +260% 241k 53.34
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $13M +11% 228k 56.41
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $13M +10% 247k 51.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $12M +120% 51k 243.05
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $12M -38% 172k 70.82
Vanguard Index Fds Small Cp Etf (VB) 0.1 $12M +13% 57k 214.08
Sea Sponsord Ads (SE) 0.1 $12M 54k 223.23
Northern Lts Fd Tr Iv Sterling Capital (LCG) 0.1 $12M +43% 465k 25.98
Old Dominion Freight Line (ODFL) 0.1 $12M +30% 50k 240.40
Heico Corp Cl A (HEI.A) 0.1 $12M +35% 106k 113.60
Emerson Electric (EMR) 0.1 $12M +2% 132k 90.22
Moody's Corporation (MCO) 0.1 $12M -13% 40k 298.62
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $12M +1197% 118k 100.74
Exchange Listed Fds Tr Cabana Target 10 (TDSC) 0.1 $12M -13% 470k 25.21
Comcast Corp Cl A (CMCSA) 0.1 $12M +4% 217k 54.11
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $12M -2% 132k 88.73
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $12M -77% 103k 112.93
salesforce (CRM) 0.1 $12M +24% 55k 211.88
Union Pacific Corporation (UNP) 0.1 $12M +17% 52k 220.41
Lowe's Companies (LOW) 0.1 $11M -20% 60k 190.18
Ishares Tr Core Msci Eafe (IEFA) 0.1 $11M -20% 158k 72.05
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $11M +371% 24k 476.04
Select Sector Spdr Tr Energy (XLE) 0.1 $11M +41% 231k 49.06
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $11M +86% 220k 50.78
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $11M +5% 76k 147.07
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $11M -9% 151k 72.21
Ishares Gold Tr Ishares (IAU) 0.1 $11M +6% 662k 16.26
Bristol Myers Squibb (BMY) 0.1 $11M -2% 169k 63.13
Goldman Sachs (GS) 0.1 $11M -5% 33k 327.00
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.1 $11M +22% 239k 44.50
Citigroup Com New (C) 0.1 $11M +4% 146k 72.75
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $11M +920% 233k 45.49
Enterprise Products Partners (EPD) 0.1 $11M +108% 476k 22.02
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $10M -80% 143k 72.92
Target Corporation (TGT) 0.1 $10M +10% 52k 198.07
Caterpillar (CAT) 0.1 $10M +18% 44k 231.87
Twilio Cl A (TWLO) 0.1 $10M +10% 30k 340.77
Philip Morris International (PM) 0.1 $10M +4% 115k 88.74
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $10M +171% 197k 51.78
Costco Wholesale Corporation (COST) 0.1 $10M 29k 352.48
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.1 $10M -23% 315k 31.93
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $10M +10% 105k 95.76
MercadoLibre (MELI) 0.1 $10M 6.8k 1472.03
Netflix (NFLX) 0.1 $10M -3% 19k 521.69
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $9.9M -39% 111k 88.73
Vanguard World Mega Cap Index (MGC) 0.1 $9.8M +1644% 70k 140.24
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $9.7M +19% 650k 15.00
Fs Kkr Capital Corp. Ii (FSKR) 0.1 $9.6M 494k 19.53
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $9.6M +1913% 75k 128.24
Thermo Fisher Scientific (TMO) 0.1 $9.6M +15% 21k 456.37
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $9.5M -9% 111k 85.85
Pacer Fds Tr Lunt Mdcap Mlt (PAMC) 0.1 $9.5M +15% 271k 35.07
Cambria Etf Tr Tail Risk (TAIL) 0.1 $9.4M NEW 504k 18.75
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $9.4M +48% 246k 38.40
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $9.4M +6% 143k 65.95
CVS Caremark Corporation (CVS) 0.1 $9.3M +24% 123k 75.23
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $9.2M -13% 101k 91.60
Fortinet (FTNT) 0.1 $9.2M +6% 50k 184.41
Exchange Listed Fds Tr Cabana Target 13 (TDSD) 0.1 $9.1M -8% 351k 25.81
Servicenow (NOW) 0.1 $8.8M +109% 18k 500.11
Southern Company (SO) 0.1 $8.7M 140k 62.16
Dominion Resources (D) 0.1 $8.7M -11% 114k 75.96
Okta Cl A (OKTA) 0.1 $8.6M +6% 39k 220.44
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $8.5M +540% 177k 47.89
First Tr Exchange Traded Dj Intl Intrnt (FDNI) 0.1 $8.5M +78% 188k 45.18
Globe Life (GL) 0.1 $8.4M +890% 87k 96.63
Veeva Sys Cl A Com (VEEV) 0.1 $8.4M +31% 32k 261.25
Ishares Esg Awr Msci Em (ESGE) 0.1 $8.4M -22% 193k 43.31
Wells Fargo & Company (WFC) 0.1 $8.4M -7% 214k 39.07
Select Sector Spdr Tr Communication (XLC) 0.1 $8.3M +56% 113k 73.32
MGM Resorts International. (MGM) 0.1 $8.3M +661% 218k 37.99
Duke Energy Corp Com New (DUK) 0.1 $8.3M -27% 86k 96.53
Sherwin-Williams Company (SHW) 0.1 $8.2M +28% 11k 738.03
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $8.1M +15% 83k 98.14
Starbucks Corporation (SBUX) 0.1 $8.1M -19% 74k 109.27
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $8.1M -38% 176k 45.81
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $8.0M +79% 165k 48.65
FedEx Corporation (FDX) 0.1 $8.0M +2% 28k 284.03
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $8.0M +65% 101k 78.80
Ishares Tr S&p 100 Etf (OEF) 0.1 $7.9M NEW 44k 179.83
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.1 $7.8M NEW 112k 69.53
Amgen (AMGN) 0.1 $7.8M -17% 31k 248.81
Fiserv (FISV) 0.1 $7.7M 65k 119.04
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $7.7M +10% 92k 83.81
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $7.6M +57% 338k 22.57
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $7.6M -2% 111k 68.90
Broadcom (AVGO) 0.1 $7.6M +8% 16k 463.68
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.1 $7.6M NEW 149k 50.98
Applied Materials (AMAT) 0.1 $7.6M -12% 57k 133.60
Paychex (PAYX) 0.1 $7.5M +5% 77k 98.01
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $7.4M +98% 176k 42.27
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $7.4M 170k 43.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $7.4M +43% 80k 93.03
Global X Fds Us Pfd Etf (PFFD) 0.1 $7.4M +10% 289k 25.51
Southwest Airlines (LUV) 0.1 $7.3M -11% 120k 61.06

Past Filings by AE Wealth Management

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