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 |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 2.3M | $204.1M | 1.7% | $65.47 | +32.99% | 24 qtrssince 2019-Q1 | Increased 51 |
Vanguard Index Funds S&P 500 ETF SHS | 363,064 | $195.6M | 1.7% | $273.14 | +93.19% | 24 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 306,013 | $180.1M | 1.5% | $373.41 | +54.37% | 24 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR PORTFOLIO S&P 500 ETF | 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 RUSSELL TOP 200 GROWTH ETF | 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 |
Meta Platforms 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 U.S. EQUITY BUFFER20 JAN ETF | 3.2M | $107.9M | 0.9% | $33.57 | +0.11% | 16 qtrssince 2021-Q1 | Increased 68 |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 2.1M | $104.9M | 0.9% | $38.23 | +29.67% | 23 qtrssince 2019-Q2 | Increased 44 |
ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF | 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 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 169,600 | $99.4M | 0.8% | $406.86 | +41.27% | 24 qtrssince 2019-Q1 | Decreased 0 |
FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER | 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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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