AW

AE Wealth Management LLC

13F
AE Wealth Management LLC
Last update 2025-05-06 2143 Stocks (198 new)
Value $11.89 Bil Turnover 10 %
Countries:
Top Holdings: AAPL(3.16%)MSFT(2.58%)VNLA(2.44%)NVDA(2.30%)AMZN(1.64%)
Summary Stock Picks Current Portfolio
AE Wealth Management LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
1,694,316
376,358.4
+3.85%
3.160
+0.12%
0.010
+2.72%
-14.43%
3,192,682.2
Hardware
MSFT
Microsoft Corp
818,083
307,100.5
+8.38%
2.580
+0.20%
0.010
+32.15%
+21.67%
3,797,138.0
Software
VNLA
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
5,898,675
289,919.8
+19.54%
2.440
+0.40%
11.210
+1.63%
+2.96%
2,671.3
 
NVDA
NVIDIA Corp
2,525,842
273,751.0
+10.14%
2.300
+0.21%
0.010
+63.25%
+29.40%
4,237,094.2
Semiconductors
AMZN
Amazon.com Inc
1,026,775
195,354.1
+4.70%
1.640
+0.07%
0.010
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
SPYG
SPDR Portfolio S&P 500 Growth ETF
2,422,045
194,659.8
+4.30%
1.640
+0.07%
0.630
+22.22%
+11.90%
39,144.7
 
IVV
iShares Core S&P 500 ETF
334,268
187,824.8
+9.23%
1.580
+0.13%
0.030
+16.45%
+8.98%
642,461.0
 
VOO
Vanguard S&P 500 ETF
355,535
182,712.8
-2.07%
1.540
-0.03%
0.030
+16.45%
+8.96%
664,077.8
 
AVIG
Avantis Core Fixed Income ETF
3,743,384
154,938.8
+12.81%
1.300
+0.15%
14.180
+1.77%
+4.02%
1,098.0
 
SPLG
SPDR Portfolio S&P 500 ETF
2,066,709
135,906.7
-11.82%
1.140
-0.16%
0.210
+16.48%
+8.96%
78,151.1
 

AE Wealth Management LLC's Historical Top Holdings Breakdowns

AE Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SIXD
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
2025-03-31
New Buy
New Buy
+0.51%
●
25.98 ($26.71) 27.29
$27.73
3.84%
New holding
2,322,794
2,322,794
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.47%
●
551.42 ($587.78) 612.93
$634.42
7.93%
Reduce -55.72%
75,092
-94,508
VNLA
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
2025-03-31
Add
Add
+0.40%
●
48.89 ($49.03) 49.21
$49.15
0.24%
Add 19.54%
5,898,675
964,373
PSEP
Innovator U.S. Equity Power Buffer ETF - September
Innovator U.S. Equity Power Buffer ETF - September
2025-03-31
Reduce
Reduce
-0.38%
●
38.04 ($39.25) 40.01
$41.53
5.81%
Reduce -95.48%
54,211
-1,146,037
NFLX
Netflix Inc
2025-03-31
Add
Add
+0.22%
●
828.4 ($951.01) 1058.6
$1,180.76
24.16%
Add 192.07%
42,008
27,625
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.21%
●
106.98 ($126.74) 149.43
$173.74
37.08%
Add 10.14%
2,525,842
232,587
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.20%
●
375.39 ($407.71) 447.2
$510.88
25.30%
Add 8.38%
818,083
63,271
AUGZ
TrueShares Structured Outcome (August) ETF
TrueShares Structured Outcome (August) ETF
2025-03-31
New Buy
New Buy
+0.18%
●
36.95 ($38.75) 40.01
$41.35
6.71%
New holding
566,636
566,636
SMAX
iShares Large Cap Max Buffer Sep ETF
iShares Large Cap Max Buffer Sep ETF
2025-03-31
Reduce
Reduce
-0.18%
●
24.94 ($25.32) 25.58
$26.31
3.93%
Reduce -58.71%
588,211
-836,212
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.17%
●
576.36 ($645.17) 736.67
$714.80
10.79%
Add 17.73%
231,761
34,905

AE Wealth Management LLC Total Holding History ($B)

To

AE Wealth Management LLC's Asset Allocation

To

AE Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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AE Wealth Management LLC's Hypothetical Growth since 2025-03-31

AE Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

AE Wealth Management LLC's Holdings Heat Map

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AE Wealth Management LLC's Holdings Bubble Chart

AE Wealth Management LLC News

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