Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

AE Wealth Management

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

Top 5 stock holdings are AAPL, BIL, SPLG, IVV, VOO, and represent 11.65% of AE Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFSU (+$153M), TLT (+$144M), IEF (+$89M), SGOV (+$46M), QUAL (+$38M), IBDO (+$31M), IVV (+$30M), VUG (+$24M), SHV (+$23M), JPST (+$22M).
Started 236 new stock positions in FICS, DENN, HALO, RBLX, IQDG, FNK, ATI, DT, Collaborative Investmnt Ser, First Tr Exchng Traded Fd Vi.
Reduced shares in these 10 stocks: BIL (-$108M), DFAU (-$94M), ESGU (-$60M), SPLG (-$33M), MOHR (-$24M), EEMV (-$21M), SHYG (-$18M), ITOT (-$16M), RULE (-$16M), TIP (-$16M).
Sold out of its positions in ADMA, ARKX, PPLT, AEIS, AMG, AGEN, ADC, AGFS, ALRS, QMOM.
AE Wealth Management was a net buyer of stock by $1.0B.
AE Wealth Management has $15B in assets under management (AUM), dropping by 11.93%.
Central Index Key (CIK): 0001697723

Tip: Access up to 7 years of quarterly data

Positions held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for AE Wealth Management

AE Wealth Management holds 1864 positions in its portfolio as reported in the March 2023 quarterly 13F filing

AE Wealth Management has 1864 total positions. Only the first 250 positions are shown.

Sign up to view all of the AE Wealth Management March 31, 2023 positions
Download the AE Wealth Management March 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	2.8	$423M	-2%	2.6M	164.90	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.5	$384M	-21%	4.2M	91.82	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.2	$337M	-8%	7.0M	48.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$330M	+9%	803k	411.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$314M		835k	376.07	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.6	$240M	+148%	2.3M	106.37	View chart
Microsoft Corporation (MSFT)	1.5	$233M	+8%	808k	288.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$210M		655k	320.93	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.1	$171M	+6%	1.2M	138.93	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.0	$153M	NEW	5.8M	26.62	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.0	$147M	+151%	1.5M	99.12	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$141M	+10%	2.9M	48.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.9	$136M		763k	178.40	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$133M	-2%	966k	138.11	View chart
Setup an alert AE Wealth Management will file the next quarterly 13-HR in about 2 months. Would you like to be notified? Email Address
Amazon (AMZN)	0.8	$127M	+8%	1.2M	103.29	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$125M	+23%	502k	249.44	View chart
Exxon Mobil Corporation (XOM)	0.8	$124M	+9%	1.1M	109.66	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.8	$118M		1.8M	65.10	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$108M	+14%	1.2M	93.68	View chart
NVIDIA Corporation (NVDA)	0.6	$96M	-2%	345k	277.77	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.6	$95M		2.0M	46.55	View chart
Ishares Tr Short Treas Bd (SHV)	0.6	$93M	+32%	843k	110.50	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.6	$91M		2.7M	34.00	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.6	$90M		1.6M	55.36	View chart
Chevron Corporation (CVX)	0.6	$88M	+10%	538k	163.16	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$81M	+12%	1.4M	58.54	View chart
Collaborative Investmnt Ser Mohr Growth Etf (MOHR)	0.5	$77M	-23%	3.9M	19.45	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.5	$76M	+40%	1.5M	50.32	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$74M	-7%	1.5M	48.53	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$72M	-3%	1.4M	50.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$69M		666k	103.73	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$67M	-17%	1.6M	40.72	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$66M	-9%	1.1M	60.47	View chart
Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)	0.4	$66M	-15%	3.1M	21.55	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$63M		593k	106.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$60M	+35%	292k	204.10	View chart
UnitedHealth (UNH)	0.4	$59M	+11%	125k	472.59	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$57M	+54%	485k	117.65	View chart
Tesla Motors (TSLA)	0.4	$57M	+17%	274k	207.46	View chart
Procter & Gamble Company (PG)	0.4	$56M	+4%	376k	148.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$55M	+4%	1.1M	48.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$54M	+7%	556k	96.70	View chart
Merck & Co (MRK)	0.3	$54M	+16%	503k	106.39	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$53M	-14%	505k	105.50	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$53M	+23%	731k	72.74	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$53M		488k	107.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$53M	+252%	424k	124.06	View chart
At&t (T)	0.3	$52M	+24%	2.7M	19.25	View chart
Aim Etf Products Trust Us Lrg Cp Bufr10 (JANT)	0.3	$51M	+2%	1.9M	26.97	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$51M	+847%	510k	100.58	View chart
Abbvie (ABBV)	0.3	$50M		315k	159.37	View chart
McDonald's Corporation (MCD)	0.3	$50M	+58%	178k	279.61	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.3	$49M	-4%	1.7M	29.63	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$48M	-2%	808k	59.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$47M	+3%	153k	308.77	View chart
Home Depot (HD)	0.3	$47M	+3%	160k	295.12	View chart
Meta Platforms Cl A (META)	0.3	$47M	+5%	220k	211.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$47M		255k	183.22	View chart
Verizon Communications (VZ)	0.3	$46M	+41%	1.2M	38.89	View chart
JPMorgan Chase & Co. (JPM)	0.3	$46M	+3%	350k	130.31	View chart
Johnson & Johnson (JNJ)	0.3	$45M	+13%	290k	155.00	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$45M	-2%	620k	72.08	View chart
Collaborative Investmnt Ser Adaptive Core (RULE)	0.3	$44M	-26%	2.2M	19.44	View chart
Wal-Mart Stores (WMT)	0.3	$43M	+5%	293k	147.45	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$43M	+66%	429k	99.64	View chart
Pepsi (PEP)	0.3	$43M	+14%	234k	182.30	View chart
Cisco Systems (CSCO)	0.3	$42M	+35%	812k	52.27	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.3	$42M	-14%	1.4M	29.23	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$41M	-9%	810k	50.59	View chart
Visa Com Cl A (V)	0.3	$39M	+7%	173k	225.46	View chart
Pfizer (PFE)	0.3	$39M	-3%	953k	40.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$39M		859k	45.17	View chart
International Business Machines (IBM)	0.2	$38M	+10%	292k	131.09	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$38M	-9%	1.1M	34.80	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$38M	-15%	114k	332.62	View chart
Philip Morris International (PM)	0.2	$38M	+13%	388k	97.25	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$38M	-11%	576k	65.51	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.2	$38M	+5%	1.9M	19.69	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$37M	+14%	97k	385.47	View chart
Northern Lts Fd Tr Iv Sterling Capital (LCG)	0.2	$37M		1.6M	22.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$37M	-6%	771k	47.85	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$37M	+120%	747k	49.30	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$37M	+35%	1.2M	30.88	View chart
Bank of America Corporation (BAC)	0.2	$36M		1.3M	28.60	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$36M	-33%	860k	41.68	View chart
Nextera Energy (NEE)	0.2	$36M	-5%	464k	77.08	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$36M	+52%	1.5M	23.38	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$36M	-72%	1.2M	28.77	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$35M	+15%	768k	46.15	View chart
Advisorshares Tr Alpha Dna Equity (SENT)	0.2	$35M	-7%	1.5M	23.18	View chart
Valero Energy Corporation (VLO)	0.2	$35M	+24%	250k	139.60	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$35M	-7%	498k	69.92	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	0.2	$35M	+31%	832k	41.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$34M	+23%	510k	66.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$34M	+18%	326k	104.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$34M	+5%	442k	76.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$34M	+2%	159k	210.92	View chart
Kimberly-Clark Corporation (KMB)	0.2	$34M	+57%	250k	134.22	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$33M	+14%	353k	94.73	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$33M	+185%	604k	54.60	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$33M	+25%	553k	59.51	View chart
Us Bancorp Del Com New (USB)	0.2	$33M	+14%	912k	36.05	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$33M	+15%	834k	39.11	View chart
Aim Etf Products Trust Us Lrg Cp Buf20 (DECW)	0.2	$33M	+10%	1.3M	25.53	View chart
Mastercard Incorporated Cl A (MA)	0.2	$32M	+2%	89k	363.41	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$32M	-6%	473k	68.44	View chart
Advanced Micro Devices (AMD)	0.2	$32M	+27%	328k	98.01	View chart
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)	0.2	$32M	+26%	1.1M	29.50	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$32M	-65%	354k	90.45	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$32M	+30%	468k	67.69	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$32M		347k	91.05	View chart
Ishares Tr Ibonds Dec23 Etf (IBDO)	0.2	$31M	+6532%	1.2M	25.19	View chart
Coca-Cola Company (KO)	0.2	$31M	+10%	500k	62.03	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$31M	+26%	329k	92.81	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$31M	-15%	610k	49.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$30M	+19%	121k	250.16	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$30M	+25%	602k	50.27	View chart
Occidental Petroleum Corporation (OXY)	0.2	$30M	+22%	482k	62.43	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$30M	-2%	686k	43.69	View chart
Aim Etf Products Trust Us Lrg Cap Buf10 (JULT)	0.2	$30M	+23%	1.0M	29.24	View chart
Gilead Sciences (GILD)	0.2	$30M	+11%	358k	82.97	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$30M	+8%	297k	99.23	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.2	$29M	+23%	547k	53.73	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$29M	+11%	642k	45.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$29M	+5%	389k	73.83	View chart
Costco Wholesale Corporation (COST)	0.2	$29M		58k	496.87	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$29M		195k	146.70	View chart
Aim Etf Products Trust Us Lrg Cp Buf20 (JULW)	0.2	$29M	+4%	1.0M	28.13	View chart
Genuine Parts Company (GPC)	0.2	$28M	+35%	170k	167.31	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.2	$28M	-6%	638k	44.43	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$28M	+141%	975k	28.94	View chart
MetLife (MET)	0.2	$28M	-3%	486k	57.94	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.2	$28M	+3%	145k	193.52	View chart
Southern Company (SO)	0.2	$28M	+4%	402k	69.58	View chart
Emerson Electric (EMR)	0.2	$28M	+3%	319k	87.14	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$28M	+5%	676k	40.98	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$28M	-27%	579k	47.87	View chart
Diamondback Energy (FANG)	0.2	$27M	+10%	202k	135.17	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Dep (DAPR)	0.2	$27M	+14%	907k	29.66	View chart
Marathon Oil Corporation (MRO)	0.2	$27M	+25%	1.1M	23.96	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)	0.2	$26M		834k	31.63	View chart
Lockheed Martin Corporation (LMT)	0.2	$26M	-8%	56k	472.73	View chart
Marathon Petroleum Corp (MPC)	0.2	$26M	+2%	194k	134.83	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)	0.2	$26M	+25%	820k	31.64	View chart
Omni (OMC)	0.2	$26M	+10%	270k	94.34	View chart
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)	0.2	$25M	+3%	932k	27.05	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.2	$25M	+3%	425k	58.96	View chart
Bill Com Holdings Ord (BILL)	0.2	$25M	+7%	309k	81.14	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.2	$25M		1.1M	22.11	View chart
Exelon Corporation (EXC)	0.2	$24M	+17%	570k	41.89	View chart
American Electric Power Company (AEP)	0.2	$24M	+18%	261k	90.99	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$23M	-13%	660k	35.50	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$23M	-40%	212k	110.25	View chart
Amgen (AMGN)	0.2	$23M	+14%	96k	241.75	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL)	0.2	$23M	+23%	713k	32.34	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$23M		245k	93.89	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$23M	+8%	1.3M	17.45	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$23M	+26%	946k	24.21	View chart
Devon Energy Corporation (DVN)	0.1	$23M	-9%	452k	50.61	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$23M	-23%	471k	48.48	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$23M	+15%	1.0M	22.12	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.1	$23M	+5%	864k	26.19	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$23M	+412%	899k	25.14	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$23M	+13%	700k	32.12	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$22M	-2%	453k	49.51	View chart
International Paper Company (IP)	0.1	$22M	+12%	622k	36.06	View chart
Caterpillar (CAT)	0.1	$22M	-10%	97k	228.84	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$22M	+86%	355k	62.40	View chart
Oneok (OKE)	0.1	$22M	+16%	348k	63.54	View chart
ConAgra Foods (CAG)	0.1	$21M	+33%	566k	37.56	View chart
General Mills (GIS)	0.1	$21M	+20%	248k	85.46	View chart
Walt Disney Company (DIS)	0.1	$21M	-6%	210k	100.13	View chart
Ishares Tr Ibonds 23 Trm Ts (IBTD)	0.1	$21M	+1095%	848k	24.81	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$21M	-8%	132k	158.76	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$21M	+5%	516k	40.40	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.1	$21M	+5%	881k	23.62	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.1	$21M	-27%	682k	30.43	View chart
NiSource (NI)	0.1	$21M	+33%	737k	27.96	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$21M	+176%	405k	50.54	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$20M	+71%	404k	50.43	View chart
CVS Caremark Corporation (CVS)	0.1	$20M	+8%	274k	74.31	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$20M	-18%	245k	82.83	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$20M	-36%	145k	139.04	View chart
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB)	0.1	$20M	+25%	600k	33.63	View chart
Comcast Corp Cl A (CMCSA)	0.1	$20M		531k	37.91	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$20M	-4%	776k	25.79	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY)	0.1	$20M	+23%	543k	36.83	View chart
S&p Global (SPGI)	0.1	$20M		58k	344.77	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP)	0.1	$20M	+18%	564k	35.36	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.1	$20M	+2%	847k	23.47	View chart
Interpublic Group of Companies (IPG)	0.1	$20M	-2%	530k	37.24	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$20M	+14%	1.8M	11.20	View chart
Netflix (NFLX)	0.1	$20M	+15%	57k	345.48	View chart
Eli Lilly & Co. (LLY)	0.1	$20M	+28%	57k	343.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$19M	+5%	944k	20.59	View chart
salesforce (CRM)	0.1	$19M	+7%	96k	199.78	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR)	0.1	$19M	+14%	618k	30.88	View chart
Cbre Group Cl A (CBRE)	0.1	$19M	+7%	262k	72.81	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.1	$19M	+3%	651k	29.25	View chart
United Parcel Service CL B (UPS)	0.1	$19M	+8%	98k	193.99	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$19M	+98%	403k	46.95	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL)	0.1	$19M	+15%	515k	36.17	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.1	$19M	+785%	1.3M	14.70	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$19M	-31%	143k	129.46	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$18M	+33%	288k	63.89	View chart
Entergy Corporation (ETR)	0.1	$18M	+29%	171k	107.74	View chart
Public Service Enterprise (PEG)	0.1	$18M	+28%	294k	62.45	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$18M	+4%	653k	28.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$18M	+95%	247k	73.16	View chart
DTE Energy Company (DTE)	0.1	$18M	+48%	165k	109.54	View chart
Franklin Resources (BEN)	0.1	$18M	+23%	669k	26.94	View chart
Qualcomm (QCOM)	0.1	$18M	+3%	141k	127.58	View chart
Walgreen Boots Alliance (WBA)	0.1	$18M	+642%	519k	34.58	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$18M	+5%	285k	62.34	View chart
Principal Financial (PFG)	0.1	$18M	+7%	239k	74.32	View chart
Edison International (EIX)	0.1	$18M	+17%	251k	70.59	View chart
PPL Corporation (PPL)	0.1	$18M	+19%	634k	27.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$18M	+220%	122k	144.62	View chart
Union Pacific Corporation (UNP)	0.1	$18M	+14%	87k	201.26	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$18M	-33%	232k	75.55	View chart
Hp (HPQ)	0.1	$18M	+12%	596k	29.35	View chart
CMS Energy Corporation (CMS)	0.1	$17M	+45%	283k	61.38	View chart
Collaborative Investmnt Ser Mohr Sector Nav	0.1	$17M	NEW	689k	25.16	View chart
Adobe Systems Incorporated (ADBE)	0.1	$17M		45k	385.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$17M	+2%	227k	76.23	View chart
Prudential Financial (PRU)	0.1	$17M	-4%	209k	82.74	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$17M	-23%	210k	82.16	View chart
Boeing Company (BA)	0.1	$17M	+3%	81k	212.43	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$17M	+3%	227k	74.71	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$17M	-8%	351k	47.16	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$17M	-45%	162k	101.66	View chart
Aim Etf Products Trust Allianzim U S La (SIXJ)	0.1	$16M	NEW	693k	23.68	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$16M	+118%	80k	204.51	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.1	$16M	+14%	1.1M	15.00	View chart
Broadcom (AVGO)	0.1	$16M	-20%	25k	641.53	View chart
Tidal Etf Tr Ii Nicholas Fixed (FIAX)	0.1	$16M	+72%	805k	20.05	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD)	0.1	$16M		775k	20.43	View chart
Unum (UNM)	0.1	$16M	+5690%	398k	39.56	View chart
UGI Corporation (UGI)	0.1	$16M	+16%	453k	34.76	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$16M	+2%	213k	73.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$16M	+32%	83k	189.56	View chart
Alliant Energy Corporation (LNT)	0.1	$16M	+35%	291k	53.40	View chart
Watsco, Incorporated (WSO)	0.1	$16M	-22%	49k	318.16	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$15M	+54%	174k	88.77	View chart
Truist Financial Corp equities (TFC)	0.1	$15M	+539%	450k	34.10	View chart
Aim Etf Products Trust Us Lrg Cp Bufr20 (OCTW)	0.1	$15M	+30%	526k	29.13	View chart
Innovator Etfs Tr Us Eqty Ultra B (USEP)	0.1	$15M	+30%	557k	27.50	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$15M	+85%	209k	72.94	View chart
Duke Energy Corp Com New (DUK)	0.1	$15M	+5%	157k	96.47	View chart
Wec Energy Group (WEC)	0.1	$15M	+32%	160k	94.79	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 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
AE Wealth Management 2019 Q3 filed Nov. 5, 2019
AE Wealth Management 2019 Q2 filed July 22, 2019

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z

AE Wealth Management

Tip: Access up to 7 years of quarterly data

Portfolio Holdings for AE Wealth Management

Setup an alert

Past Filings by AE Wealth Management