AE Wealth Management LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings1,282 positions
VANGUARD INDEX FDS | 1.1M | $332.5M | 4.7% | $240.67 | +17.48% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2M | $332.4M | 4.7% | $129.12 | +4.86% | 7 qtrssince 2019-Q1 | Increased 67 |
APPLE INC | 1.9M | $220.9M | 3.2% | $56.14 | +99.93% | 7 qtrssince 2019-Q1 | Increased 91 |
INVESCO QQQ TR | 606,132 | $168.4M | 2.4% | $221.09 | +20.90% | 7 qtrssince 2019-Q1 | Increased 67 |
ISHARES TR | 1.4M | $167M | 2.4% | $86.14 | +36.11% | 7 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 570,289 | $129.8M | 1.9% | $29.38 | +24.92% | 7 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 2.1M | $109.2M | 1.6% | $45.44 | +0.13% | 7 qtrssince 2019-Q1 | Increased 54 |
VANGUARD TAX-MANAGED FDS | 2.6M | $106.7M | 1.5% | $33.51 | +2.03% | 7 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 1.7M | $106.2M | 1.5% | $45.26 | +7.61% | 7 qtrssince 2019-Q1 | Increased 54 |
VANGUARD SCOTTSDALE FDS | 1.9M | $100.8M | 1.4% | $43.42 | +4.12% | 7 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 288,974 | $97.1M | 1.4% | $270.68 | +14.15% | 7 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 798,071 | $94.2M | 1.3% | $97.18 | +1.69% | 7 qtrssince 2019-Q1 | Increased 76 |
AMAZON COM INC | 28,813 | $90.7M | 1.3% | $115.03 | +36.86% | 7 qtrssince 2019-Q1 | Increased 57 |
MICROSOFT CORP | 410,132 | $86.3M | 1.2% | $138.95 | +43.95% | 7 qtrssince 2019-Q1 | Increased 47 |
SPDR GOLD TR | 448,229 | $79.4M | 1.1% | $151.16 | +17.88% | 7 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 710,184 | $61.4M | 0.9% | $74.05 | +1.05% | 7 qtrssince 2019-Q1 | Increased 45 |
VANGUARD SCOTTSDALE FDS | 973,794 | $60.5M | 0.9% | $51.17 | +3.06% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 1M | $55.2M | 0.8% | $43.53 | +2.16% | 7 qtrssince 2019-Q1 | Increased 43 |
ISHARES TR | 362,810 | $53.5M | 0.8% | $120.19 | +15.25% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 635,447 | $51.4M | 0.7% | $77.96 | -6.00% | 7 qtrssince 2019-Q1 | Decreased 0 |
AE Wealth Management LLC manages $7B across 1282 positions as of Q3 2020. Top holdings: VOO (4.7%), TLT (4.7%), AAPL (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 165 new positions, 147 exits, 571 increased. Top move: AAPL (INCREASED, conviction 91). Portfolio: $7.0B across 1282 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
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