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CIK: 0001697723
Total reported value
$21.5B
$21.5B
1233 檔
6.2%
As reported in its official Q3 2024 Form 13F filing, AE Wealth Management LLC's tracked investment portfolio stood at $21.5B with 1233 total positions.
During Q3 2024, AE Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1233 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.24% | +0.14% | -6.48% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.19% | +9.76% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.39% | +0.19% | +21.85% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.96% | -0.07% | +3.03% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | +0.04% | -7.50% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.65% | -0.08% | +10.22% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.65% | +0.03% | +59.78% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +0.11% | +11.02% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +0.48% | -0.72% | |
| 10 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.31% | +0.04% | -1.09% | |
| 11 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.20% | -0.21% | +306.50% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.25% | +8.31% | |
| 13 | AUGT | Allianzim US Eq Bffr10 Ag-us | ETF-Other | 1.09% | — | — | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.94% | -0.08% | +25.21% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | +0.20% | -5.53% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.02% | +3.94% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.12% | +0.52% | |
| 18 | AUGW | Alianzim US Eq Bfr20 Aug-usd | ETF-Other | 0.85% | — | — | |
| 19 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.84% | +0.72% | +6.06% | |
| 20 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.84% | — | +8.99% | |
| 21 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-Other | 0.83% | -0.37% | — | |
| 22 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.77% | +0.03% | +9.24% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.92% | EXIT | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.76% | -0.23% | +2.47% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.74% | +0.04% | +1.51% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.02% | +4.26% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.01% | -4.05% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.18% | +9121.38% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.03% | -20.07% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | +0.16% | +2.31% | |
| 31 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.66% | +0.01% | +8.74% | |
| 32 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.66% | -0.02% | +6.40% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | -0.13% | +0.80% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.02% | -5.14% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.60% | -0.01% | -2.15% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.06% | +15.10% | |
| 37 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.54% | +0.02% | +2.23% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | +0.02% | -14.25% | |
| 39 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.53% | +0.23% | -44.83% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.53% | -0.05% | +23.60% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | +0.03% | +22.78% | |
| 42 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.51% | -0.21% | +255.73% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.50% | +0.04% | +9.05% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.05% | +5.66% | |
| 45 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.49% | — | +1161.96% | |
| 46 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.49% | +0.04% | +7.01% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.45% | -0.03% | -0.21% | |
| 48 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 0.44% | -0.01% | +6.68% | |
| 49 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.44% | +0.05% | -25.59% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.04% | -1.91% |
According to official SEC Form 13F filings, AE Wealth Management LLC reported a total U.S. public equity portfolio value of $21.5B across 1233 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 6.2% of total reported equity market value during Q3 2024.
During Q3 2024, AE Wealth Management LLC's top holdings by market value included AAPL (3.2%)、MSFT (2.6%)、NVDA (2.4%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q3 2024, AE Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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