AE Wealth Management LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,143 positions
APPLE INC | 1.7M | $376.4M | 3.2% | $131.46 | +67.93% | 25 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 818,083 | $307.1M | 2.6% | $305.51 | +21.45% | 25 qtrssince 2019-Q1 | Increased 58 |
JANUS DETROIT STR TR | 5.9M | $289.9M | 2.4% | $42.86 | +6.30% | 8 qtrssince 2023-Q2 | Increased 63 |
NVIDIA CORPORATION | 2.5M | $273.8M | 2.3% | $59.26 | +82.44% | 25 qtrssince 2019-Q1 | Increased 58 |
AMAZON COM INC | 1M | $195.4M | 1.6% | $144.06 | +32.07% | 25 qtrssince 2019-Q1 | Increased 50 |
SPDR SERIES TRUST | 2.4M | $194.7M | 1.6% | $66.06 | +20.69% | 25 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 334,268 | $187.8M | 1.6% | $388.51 | +42.07% | 25 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 355,535 | $182.7M | 1.5% | $273.14 | +84.91% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN CENTY ETF TR | 3.7M | $154.9M | 1.3% | $38.45 | +0.46% | 17 qtrssince 2021-Q1 | Increased 54 |
SPDR SERIES TRUST | 2.1M | $135.9M | 1.1% | $46.18 | +40.01% | 24 qtrssince 2019-Q2 | Decreased 0 |
META PLATFORMS INC | 231,761 | $133.6M | 1.1% | $355.54 | +61.33% | 25 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 599,558 | $126.5M | 1.1% | $127.45 | +64.60% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 797,167 | $123.3M | 1.0% | $121.95 | +26.21% | 25 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 231,310 | $123.2M | 1.0% | $317.28 | +67.86% | 25 qtrssince 2019-Q1 | Increased 49 |
AIM ETF PRODUCTS TRUST | 3.3M | $110.3M | 0.9% | $33.56 | -1.30% | 17 qtrssince 2021-Q1 | Increased 44 |
SPDR SERIES TRUST | 2.1M | $108.7M | 0.9% | $38.64 | +28.57% | 24 qtrssince 2019-Q2 | Increased 44 |
AIM ETF PRODUCTS TRUST | 3.5M | $104.5M | 0.9% | $30.28 | -1.09% | 10 qtrssince 2022-Q4 | Increased 43 |
FIRST TR EXCHNG TRADED FD VI | 3M | $99.8M | 0.8% | $33.97 | -2.93% | 2 qtrssince 2024-Q4 | Increased 43 |
JANUS DETROIT STR TR | 1.9M | $98.7M | 0.8% | $43.34 | +8.03% | 12 qtrssince 2022-Q2 | Increased 50 |
JPMORGAN CHASE & CO | 397,363 | $97.5M | 0.8% | $145.54 | +63.58% | 25 qtrssince 2019-Q1 | Increased 44 |
AE Wealth Management LLC manages $11.9B across 2143 positions as of Q1 2025. Top holdings: AAPL (3.2%), MSFT (2.6%), VNLA (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 192 new positions, 171 exits, 802 increased. Top move: VNLA (INCREASED, conviction 63). Portfolio: $11.9B across 2143 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR