AE Wealth Management

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

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

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Portfolio Holdings for AE Wealth Management

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

AE Wealth Management has 1555 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) 4.4 $454M 1.2M 393.52
Ishares Tr Rus Tp200 Gr Etf (IWY) 3.1 $323M +41% 2.1M 150.60
Apple (AAPL) 2.8 $287M +3% 2.1M 136.96
Ishares Tr Core S&p500 Etf (IVV) 2.3 $234M +20% 543k 429.92
Ishares Tr Rus Tp200 Vl Etf (IWX) 1.7 $174M 2.6M 66.44
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.7 $172M +57% 3.4M 50.33
Vanguard Index Fds Growth Etf (VUG) 1.5 $160M +19% 558k 286.81
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 1.4 $143M +9% 2.7M 53.37
Ishares Tr Usd Inv Grde Etf (USIG) 1.3 $135M +2% 2.2M 60.59
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.3 $135M +2% 2.6M 51.52
Vanguard World Mega Grwth Ind (MGK) 1.0 $105M +205% 454k 231.38
Amazon (AMZN) 1.0 $102M +8% 30k 3440.20
Spdr Gold Tr Gold Shs (GLD) 0.9 $98M -26% 589k 165.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $97M 1.8M 54.31
Ishares Tr Eafe Value Etf (EFV) 0.9 $97M -2% 1.9M 51.76
Ishares Core Msci Emkt (IEMG) 0.8 $85M +2% 1.3M 66.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $84M +130% 1.0M 82.16
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $83M +281% 627k 132.87
Ishares Tr Rus Mdcp Val Etf (IWS) 0.8 $83M 723k 114.98
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $76M +12% 706k 107.28
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.7 $74M +608% 2.2M 32.90
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $73M +15% 1.2M 62.97
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $73M +1795% 387k 188.59
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $72M +15% 1.1M 67.81
Vanguard World Fds Inf Tech Etf (VGT) 0.6 $66M +98% 166k 398.77
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $64M +7% 271k 236.35
Advisorshares Tr Alpha Dna Equity (SENT) 0.6 $62M +10% 2.2M 27.59
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.6 $60M +101% 647k 92.57
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $58M +344% 766k 75.55
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $57M +980% 390k 145.96
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $56M +15% 497k 112.98
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $55M +370% 357k 154.79
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.5 $54M +47% 1.1M 50.74
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.5 $54M +20125% 985k 54.72
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $54M +10% 1.4M 39.54
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.5 $53M +30% 1.0M 50.90
Visa Com Cl A (V) 0.5 $52M 223k 233.82
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.5 $49M +1894% 2.4M 20.60
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $49M -24% 803k 61.43
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $47M 639k 74.16
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.5 $47M +17795% 367k 127.47
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $46M +9% 442k 104.77
Aim Etf Products Trust Us Lrg Cp Bufr20 (AZBJ) 0.4 $46M +47% 1.8M 26.20
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $45M +2% 401k 113.20
Ishares Tr National Mun Etf (MUB) 0.4 $45M +24% 386k 117.20
Tidal Etf Tr Euclid Cap Grwt (EUCG) 0.4 $44M +5% 1.6M 27.49
Ishares Tr Tips Bd Etf (TIP) 0.4 $44M +14% 343k 128.01
Home Depot (HD) 0.4 $44M +6% 137k 318.89
Pinterest Cl A (PINS) 0.4 $44M +9% 551k 78.95
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.4 $42M +6% 782k 53.63
Mastercard Incorporated Cl A (MA) 0.4 $42M +7% 115k 365.09
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $42M +24% 241k 173.43
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $41M +23% 1.6M 26.60
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $41M +31% 415k 98.47
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $41M +29% 310k 130.53
NVIDIA Corporation (NVDA) 0.4 $39M +2% 49k 800.09
Vanguard Index Fds Value Etf (VTV) 0.4 $38M +7% 275k 137.46
Walt Disney Company (DIS) 0.4 $37M +4% 211k 175.77
Procter & Gamble Company (PG) 0.4 $37M +13% 273k 134.93
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $37M +20% 425k 85.89
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $36M -4% 354k 101.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $36M +15% 161k 222.82
Alphabet Cap Stk Cl A (GOOGL) 0.3 $36M +9% 15k 2441.81
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.3 $36M +24% 683k 52.20
At&t (T) 0.3 $34M +17% 1.2M 28.78
Exxon Mobil Corporation (XOM) 0.3 $34M +13% 543k 63.08
Johnson & Johnson (JNJ) 0.3 $33M +4% 202k 164.74
Chevron Corporation (CVX) 0.3 $32M +15% 309k 104.74
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.3 $32M +36% 565k 57.10
Tesla Motors (TSLA) 0.3 $32M +26% 47k 679.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $32M +32% 114k 277.91
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $32M +18% 399k 79.24
Paypal Holdings (PYPL) 0.3 $31M +13% 107k 291.48
Wisdomtree Tr Us Corp Bond Fd (WFIG) 0.3 $31M -2% 572k 54.51
Alphabet Cap Stk Cl C (GOOG) 0.3 $31M +4% 12k 2506.29
Aim Etf Products Trust Us Lrg Cp Bufr10 (AZAJ) 0.3 $31M +48% 1.1M 27.27
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $31M +8% 351k 87.70
Select Sector Spdr Tr Financial (XLF) 0.3 $30M +31% 829k 36.69
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $30M +48% 166k 178.55
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.3 $30M +73% 1.1M 27.62
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $29M +8% 100k 289.79
Verizon Communications (VZ) 0.3 $29M +8% 515k 56.03
Wisdomtree Tr Us Hgh Yld Corp (WFHY) 0.3 $29M 546k 52.77
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $28M -16% 106k 268.73
Pfizer (PFE) 0.3 $28M +23% 723k 39.16
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $28M +4% 923k 30.64
Accenture Plc Ireland Shs Class A (ACN) 0.3 $28M 95k 294.78
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.3 $28M +4% 96k 290.06
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $27M +25% 510k 52.97
Abbvie (ABBV) 0.3 $27M +13% 237k 112.64
Wal-Mart Stores (WMT) 0.3 $26M +11% 186k 141.02
Coca-Cola Company (KO) 0.2 $26M +23% 475k 54.11
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $25M +23% 167k 150.73
Nextera Energy (NEE) 0.2 $25M +22% 341k 73.28
Ishares Tr Core Total Usd (IUSB) 0.2 $25M +54% 467k 53.49
S&p Global (SPGI) 0.2 $24M +9% 59k 410.44
Pepsi (PEP) 0.2 $24M +16% 161k 148.17
Shopify Cl A (SHOP) 0.2 $24M +9% 16k 1460.91
Ishares Tr Core Lt Usdb Etf (ILTB) 0.2 $23M +18% 323k 72.26
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $23M +13% 185k 125.95
Ark Etf Tr Innovation Etf (ARKK) 0.2 $23M -7% 177k 130.78
Ishares Tr Core Msci Eafe (IEFA) 0.2 $22M +88% 297k 74.86
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $22M -41% 406k 54.81
Ishares Tr Msci Usa Value (VLUE) 0.2 $22M +33% 211k 105.06
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $22M +25% 216k 102.40
IDEXX Laboratories (IDXX) 0.2 $22M +4% 35k 631.54
Adobe Systems Incorporated (ADBE) 0.2 $21M +5% 36k 585.65
Bank of America Corporation (BAC) 0.2 $21M +2% 508k 41.23
Honeywell International (HON) 0.2 $21M +20% 95k 219.35
First Tr Exchange Traded Dj Glbl Divid (FGD) 0.2 $20M 787k 25.94
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $20M +14% 480k 41.95
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.2 $20M +3% 294k 68.08
McDonald's Corporation (MCD) 0.2 $20M 86k 230.99
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) 0.2 $20M -31% 411k 47.48
Vaneck Vectors Etf Tr Oil Svcs Etf (OIH) 0.2 $20M +1148% 89k 218.93
Global X Fds Globx Supdv Us (DIV) 0.2 $19M +4% 956k 19.98
International Business Machines (IBM) 0.2 $19M +14% 129k 146.59
Cisco Systems (CSCO) 0.2 $18M +4% 344k 53.00
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $18M 231k 77.52
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $18M +25% 424k 42.07
Qualcomm (QCOM) 0.2 $17M +24% 122k 142.93
United Parcel Service CL B (UPS) 0.2 $17M -15% 83k 207.97
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $17M +7% 73k 237.35
Boeing Company (BA) 0.2 $17M +9% 71k 239.56
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $17M +11% 295k 57.28
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $17M +42% 188k 89.96
Lockheed Martin Corporation (LMT) 0.2 $17M +10% 45k 378.35
Proshares Tr Ii Vix Mdtrm Futr N (VIXM) 0.2 $17M +509% 550k 30.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $17M -2% 230k 72.73
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $17M -72% 228k 73.61
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $17M +19% 95k 173.66
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $17M +8% 449k 36.70
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.2 $16M +59% 314k 51.83
Abbott Laboratories (ABT) 0.2 $16M +18% 138k 115.93
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $16M +27% 150k 105.43
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $16M 626k 25.11
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.2 $16M -2% 453k 34.41
Cambria Etf Tr Tail Risk (TAIL) 0.1 $16M +64% 829k 18.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $16M -8% 187k 82.71
CoStar (CSGP) 0.1 $15M +983% 185k 82.82
Ishares Tr Mbs Etf (MBB) 0.1 $15M +3% 141k 108.23
Vanguard Index Fds Small Cp Etf (VB) 0.1 $15M +18% 67k 225.28
Emerson Electric (EMR) 0.1 $15M +18% 157k 96.24
Sea Sponsord Ads (SE) 0.1 $15M 55k 274.60
First Tr Exchng Traded Fd Vi Ft Cboe Grwt100 (QDEC) 0.1 $15M +4% 691k 21.78
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.1 $15M +5% 412k 36.35
Merck & Co (MRK) 0.1 $15M +7% 191k 77.77
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $15M +23% 128k 115.49
Advanced Micro Devices (AMD) 0.1 $15M +69% 154k 93.93
Old Dominion Freight Line (ODFL) 0.1 $14M +13% 57k 253.81
Moody's Corporation (MCO) 0.1 $14M 40k 362.36
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.1 $14M +8% 704k 20.29
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $14M +67% 298k 48.01
Netflix (NFLX) 0.1 $14M +41% 27k 528.23
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $14M 135k 105.34
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.1 $14M +4% 470k 29.98
Target Corporation (TGT) 0.1 $14M +10% 58k 241.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $14M +29% 184k 75.62
Heico Corp Cl A (HEI.A) 0.1 $14M +5% 112k 124.18
Comcast Corp Cl A (CMCSA) 0.1 $14M +9% 237k 57.02
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $13M +18% 276k 48.04
Costco Wholesale Corporation (COST) 0.1 $13M +14% 33k 395.67
Union Pacific Corporation (UNP) 0.1 $13M +14% 60k 219.93
Aim Etf Products Trust Us Lrg Cap Buf10 (AZAL) 0.1 $13M -10% 468k 27.80
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $13M +13% 170k 76.00
Goldman Sachs (GS) 0.1 $13M +4% 34k 379.53
Philip Morris International (PM) 0.1 $13M +12% 130k 99.11
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.1 $13M -31% 638k 20.09
Twilio Cl A (TWLO) 0.1 $13M +5% 32k 394.15
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $13M +72% 120k 103.97
Select Sector Spdr Tr Communication (XLC) 0.1 $12M +34% 152k 80.97
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $12M +949% 311k 39.45
Ishares Tr Core Div Grwth (DGRO) 0.1 $12M -77% 243k 50.36
Exchange Listed Fds Tr Cabana Target 13 (TDSD) 0.1 $12M +25% 440k 27.76
CVS Caremark Corporation (CVS) 0.1 $12M +18% 146k 83.44
Bristol Myers Squibb (BMY) 0.1 $12M +7% 182k 66.82
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $12M NEW 127k 95.54
Enterprise Products Partners (EPD) 0.1 $12M +4% 496k 24.13
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $12M -6% 232k 51.29
Fortinet (FTNT) 0.1 $12M 49k 238.19
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $12M +4% 110k 105.96
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $12M -11% 202k 56.87
Okta Cl A (OKTA) 0.1 $12M +20% 47k 244.68
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $11M -2% 23k 490.99
Ishares Silver Tr Ishares (SLV) 0.1 $11M +105% 471k 24.22
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.1 $11M +49% 222k 51.18
Lowe's Companies (LOW) 0.1 $11M -2% 58k 193.98
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $11M +12% 125k 88.77
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $11M -80% 127k 86.73
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $11M +35% 238k 46.06
Fs Kkr Capital Corp (FSK) 0.1 $11M +564% 505k 21.51
Exchange Listed Fds Tr Cabana Target 10 (TDSC) 0.1 $11M -13% 404k 26.81
Veeva Sys Cl A Com (VEEV) 0.1 $11M +8% 35k 310.96
Dominion Resources (D) 0.1 $11M +26% 144k 73.57
Citigroup Com New (C) 0.1 $11M +2% 150k 70.75
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $11M +38% 43k 244.86
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $11M +5% 685k 15.32
MercadoLibre (MELI) 0.1 $10M 6.7k 1557.76
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $10M -50% 77k 134.36
Ishares Tr Faln Angls Usd (FALN) 0.1 $10M +44% 346k 29.96
Pacer Fds Tr Lunt Mdcap Mlt (PAMC) 0.1 $10M +3% 281k 36.76
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $10M +5% 150k 68.38
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $10M -79% 100k 100.98
Ishares Esg Awr Msci Em (ESGE) 0.1 $10M +14% 222k 45.15
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $9.8M 99k 98.76
Caterpillar (CAT) 0.1 $9.8M 45k 217.63
Duke Energy Corp Com New (DUK) 0.1 $9.8M +15% 99k 98.72
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $9.7M +13% 94k 103.03
Southern Company (SO) 0.1 $9.5M +11% 156k 60.51
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $9.4M -4% 71k 132.63
Applied Materials (AMAT) 0.1 $9.4M +17% 66k 142.40
First Tr Exchange Traded Dj Intl Intrnt (FDNI) 0.1 $9.4M +6% 199k 47.31
Ishares Tr Global Finls Etf (IXG) 0.1 $9.4M NEW 121k 77.61
Prologis (PLD) 0.1 $9.3M +24% 78k 119.53
Wells Fargo & Company (WFC) 0.1 $9.3M -4% 205k 45.29
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $9.2M +19% 210k 43.94
Aim Etf Products Trust Us Lrg Cp Buf20 (AZBA) 0.1 $9.2M NEW 348k 26.40
Casella Waste Sys Cl A (CWST) 0.1 $9.2M NEW 145k 63.43
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $9.1M +16% 107k 85.63
Ishares Tr Modert Alloc Etf (AOM) 0.1 $9.1M -82% 202k 45.05
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $9.1M +125% 87k 104.18
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $9.0M NEW 260k 34.50
Global X Fds Us Pfd Etf (PFFD) 0.1 $9.0M +18% 342k 26.17
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $8.7M +18% 177k 49.36
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $8.7M -15% 94k 92.50
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $8.6M +11% 189k 45.50
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $8.6M +13% 61k 140.50
FedEx Corporation (FDX) 0.1 $8.6M 29k 298.35
Globe Life (GL) 0.1 $8.5M +2% 90k 95.25
Ishares Tr Morningstar Grwt (ILCG) 0.1 $8.5M +11697% 131k 64.76
Amgen (AMGN) 0.1 $8.5M +11% 35k 243.75
Automatic Data Processing (ADP) 0.1 $8.4M +11% 42k 198.63
salesforce (CRM) 0.1 $8.3M -37% 34k 244.26
Ishares Gold Tr Ishares New (IAU) 0.1 $8.3M NEW 246k 33.71
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ) 0.1 $8.3M -13% 516k 16.00
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $8.2M +3% 114k 71.96
Starbucks Corporation (SBUX) 0.1 $8.2M 73k 111.82
Servicenow (NOW) 0.1 $8.1M -15% 15k 549.55
Fiserv (FISV) 0.1 $8.1M +16% 75k 106.89
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $8.0M +72% 89k 90.26
MGM Resorts International. (MGM) 0.1 $7.9M -15% 185k 42.65
Paychex (PAYX) 0.1 $7.8M -4% 73k 107.30
Kimberly-Clark Corporation (KMB) 0.1 $7.8M +32% 58k 133.79
Spdr Ser Tr Bloomberg Brclys (JNK) 0.1 $7.8M -4% 71k 109.96
Sherwin-Williams Company (SHW) 0.1 $7.7M +155% 28k 272.44
General Mills (GIS) 0.1 $7.7M +66% 126k 60.93
Broadcom (AVGO) 0.1 $7.7M 16k 476.83
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $7.7M +22% 222k 34.64
Ishares Tr Msci Acwi Exus (HAWX) 0.1 $7.7M +22% 232k 32.98
Ishares Tr Msci Eafe Etf (EFA) 0.1 $7.7M +24% 97k 78.87

Past Filings by AE Wealth Management

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

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