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CIK: 0001697723
Total reported value
$21.5B
$21.5B
2122 檔
7.0%
At the close of Q4 2024, AE Wealth Management LLC disclosed equity holdings valued at approximately $21.5B, spread across 2122 reported holdings.
During Q4 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 2122 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.47% | +0.14% | +6.43% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | -0.19% | +11.26% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.61% | +0.19% | +5.50% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-Other | 2.05% | -0.07% | +12.03% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | +0.11% | +3.18% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.73% | +0.03% | +5.80% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | +0.04% | -3.56% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | -0.08% | -3.13% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.48% | -4.83% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.25% | +7.26% | |
| 11 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.30% | +0.04% | -0.62% | |
| 12 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.14% | -0.21% | +6.69% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.12% | +18.61% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.18% | +11.27% | |
| 15 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 0.92% | -0.01% | +9235.87% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.89% | -0.08% | +4.44% | |
| 17 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 0.88% | -0.01% | +3848.89% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.02% | +8.08% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.20% | -5.06% | |
| 20 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 0.84% | — | — | |
| 21 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.80% | +0.23% | +62.64% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | +0.03% | +8.44% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.74% | -0.23% | +4.76% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.02% | +12.66% | |
| 25 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.72% | +0.03% | +2.70% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.71% | +0.04% | +13.45% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | +0.02% | -8.27% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.92% | EXIT | |
| 29 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.70% | -0.02% | +13.52% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.69% | +0.01% | +9.67% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | +0.01% | -5.02% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | +0.16% | +19.11% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.13% | +11.29% | |
| 34 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.58% | -0.21% | +25.07% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.02% | +7.02% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.58% | -0.01% | +3.77% | |
| 37 | JANT | Allianzim US Eq Bffr10 Jn-us | ETF-Other | 0.57% | -0.01% | +8009.60% | |
| 38 | OCTT | All US Equ Buf10 Oct Etf-usd | ETF-Other | 0.56% | — | — | |
| 39 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.53% | +0.02% | +1.12% | |
| 40 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.53% | +0.72% | -33.88% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.52% | -0.01% | +33.22% | |
| 42 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 0.50% | -0.46% | — | |
| 43 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.50% | +0.04% | +12.22% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | -0.03% | +28.07% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.04% | +2.86% | |
| 46 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.48% | +0.03% | +17.75% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.05% | +14.25% | |
| 48 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.48% | +0.05% | +16.52% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | +0.03% | +12.24% | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.47% | -0.05% | +5.64% |
According to official SEC Form 13F filings, AE Wealth Management LLC reported a total U.S. public equity portfolio value of $21.5B across 2122 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 7.0% of total reported equity market value during Q4 2024.
During Q4 2024, AE Wealth Management LLC's top holdings by market value included AAPL (3.5%)、MSFT (2.7%)、NVDA (2.6%). The largest single position, AAPL, represented 3.5% of total portfolio value.
In Q4 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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