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CIK: 0001697723
Total reported value
$21.5B
$21.5B
2143 檔
6.7%
As reported in its official Q1 2025 Form 13F filing, AE Wealth Management LLC's tracked investment portfolio stood at $21.5B with 2143 total positions.
In Q1 2025, AE Wealth Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2143 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.16% | +0.14% | +3.85% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.19% | +8.38% | |
| 3 | VNLA | Janus Henderson Short Durati | ETF-Other | 2.44% | -0.07% | +19.54% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.30% | +0.19% | +10.14% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | +0.11% | +4.70% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.64% | +0.03% | +4.30% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.58% | -0.08% | +9.23% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | +0.04% | -2.07% | |
| 9 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.30% | -0.21% | +12.81% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +0.48% | -11.82% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.12% | +17.73% | |
| 12 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.06% | +0.04% | -7.76% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.25% | -6.12% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.02% | +3.17% | |
| 15 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 0.93% | -0.01% | +3.50% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.91% | -0.08% | +3.72% | |
| 17 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 0.88% | -0.01% | +2.33% | |
| 18 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 0.84% | — | +2.44% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.83% | -0.02% | +20.29% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.03% | +4.34% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.92% | EXIT | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | -0.02% | +8.22% | |
| 23 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.75% | +0.23% | -5.51% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.16% | +9.03% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.18% | +6.43% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.72% | -0.23% | +2.49% | |
| 27 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.71% | +0.01% | +9.62% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.70% | -0.21% | +19.41% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.70% | -0.13% | +7.66% | |
| 30 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.70% | +0.03% | -5.34% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.61% | -0.01% | +19.25% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.05% | +7.27% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.57% | -0.03% | +15.04% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.02% | +5.53% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.01% | -3.82% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.57% | +0.04% | -21.41% | |
| 37 | JANT | Allianzim US Eq Bffr10 Jn-us | ETF-Other | 0.55% | -0.01% | -0.12% | |
| 38 | OCTT | All US Equ Buf10 Oct Etf-usd | ETF-Other | 0.54% | — | -0.53% | |
| 39 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.53% | +0.04% | +10.59% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.04% | -0.85% | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.52% | -0.05% | -0.66% | |
| 42 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.51% | +0.72% | -0.75% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.08% | +5.04% | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.50% | -0.01% | -12.24% | |
| 45 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.50% | -0.15% | +24.71% | |
| 46 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 0.50% | -0.46% | +1.26% | |
| 47 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.49% | +0.02% | -1.51% | |
| 48 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.49% | +0.05% | +13.23% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.02% | +9.29% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.48% | +0.02% | +6.50% |
According to official SEC Form 13F filings, AE Wealth Management LLC reported a total U.S. public equity portfolio value of $21.5B across 2143 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, VNLA) accounted for 6.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $376.4M
During Q1 2025, AE Wealth Management LLC's top holdings by market value included AAPL (3.2%)、MSFT (2.6%)、VNLA (2.4%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q1 2025, AE Wealth Management LLC made 50 total portfolio adjustments, initiating 50 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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