AE Wealth Management LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,122 positions
Apple Inc | 1.6M | $408.6M | 3.5% | $128.02 | +94.20% | 24 qtrssince 2019-Q1 | Increased 61 |
Microsoft Corp | 754,812 | $318.2M | 2.7% | $300.02 | +38.58% | 24 qtrssince 2019-Q1 | Increased 59 |
NVIDIA Corp | 2.3M | $308M | 2.6% | $54.30 | +146.66% | 24 qtrssince 2019-Q1 | Increased 56 |
JANUS DETROIT STR TR | 4.9M | $241.3M | 2.0% | $42.34 | +6.28% | 7 qtrssince 2023-Q2 | Increased 59 |
Amazon.com Inc | 980,657 | $215.1M | 1.8% | $141.89 | +54.62% | 24 qtrssince 2019-Q1 | Increased 50 |
SPDR PORTFOLIO S&P 500 GROWTH ETF | 2.3M | $204.1M | 1.7% | $65.47 | +32.99% | 24 qtrssince 2019-Q1 | Increased 51 |
VANGUARD S&P500 INDEX ETF | 363,064 | $195.6M | 1.7% | $273.14 | +93.19% | 24 qtrssince 2019-Q1 | Decreased 0 |
iShares Core S&P 500 ETF | 306,013 | $180.1M | 1.5% | $373.41 | +54.37% | 24 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 2.3M | $161.6M | 1.4% | $46.18 | +46.31% | 23 qtrssince 2019-Q2 | Decreased 0 |
Alphabet Inc | 849,142 | $160.7M | 1.4% | $121.95 | +54.32% | 24 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 650,022 | $152.9M | 1.3% | $127.45 | +83.38% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN CENTY ETF TR | 3.3M | $134.6M | 1.1% | $38.43 | -2.17% | 16 qtrssince 2021-Q1 | Increased 51 |
Facebook Inc | 196,856 | $115.3M | 1.0% | $316.87 | +83.72% | 24 qtrssince 2019-Q1 | Increased 50 |
Broadcom Inc | 480,285 | $111.3M | 0.9% | $167.09 | +36.75% | 24 qtrssince 2019-Q1 | Increased 47 |
ALLIANZIM US LC BUFFER20 JAN | 3.2M | $107.9M | 0.9% | $33.57 | +0.11% | 16 qtrssince 2021-Q1 | Increased 68 |
SPDR PORT S&P 500 VALUE ETF | 2.1M | $104.9M | 0.9% | $38.23 | +29.67% | 23 qtrssince 2019-Q2 | Increased 44 |
AIM ETF PRODUCTS TRUST | 3.4M | $103.8M | 0.9% | $30.34 | +0.44% | 9 qtrssince 2022-Q4 | Increased 68 |
Berkshire Hathaway Inc | 224,212 | $101.6M | 0.9% | $310.47 | +46.00% | 24 qtrssince 2019-Q1 | Increased 46 |
SPDR S&P 500 ETF Trust | 169,600 | $99.4M | 0.8% | $406.86 | +41.27% | 24 qtrssince 2019-Q1 | Decreased 0 |
FT CBOE VEST MOD BUFF - DEC | 2.9M | $99.3M | 0.8% | $33.99 | 0.00% | 1 qtr | New 58 |
AE Wealth Management LLC manages $11.8B across 2122 positions as of Q4 2024. Top holdings: AAPL (3.5%), MSFT (2.7%), NVDA (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 952 new positions, 63 exits, 678 increased. Top move: JANW (INCREASED, conviction 68). Portfolio: $11.8B across 2122 positions.
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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