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
+4.80%
-14.28%
3,198,507.1
Hardware
MSFT
Microsoft Corp
818,083
307,100.5
+8.38%
2.580
+0.20%
0.010
+35.37%
+20.48%
3,759,901.0
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
+1.75%
+2.98%
2,671.8
 
NVDA
NVIDIA Corp
2,525,842
273,751.0
+10.14%
2.300
+0.21%
0.010
+66.29%
+27.19%
4,164,907.0
Semiconductors
AMZN
Amazon.com Inc
1,026,775
195,354.1
+4.70%
1.640
+0.07%
0.010
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
SPYG
SPDR Portfolio S&P 500 Growth ETF
2,422,045
194,659.8
+4.30%
1.640
+0.07%
0.630
+25.27%
+11.68%
39,068.8
 
IVV
iShares Core S&P 500 ETF
334,268
187,824.8
+9.23%
1.580
+0.13%
0.030
+18.87%
+8.94%
642,209.1
 
VOO
Vanguard S&P 500 ETF
355,535
182,712.8
-2.07%
1.540
-0.03%
0.030
+18.82%
+8.89%
663,622.4
 
AVIG
Avantis Core Fixed Income ETF
3,743,384
154,938.8
+12.81%
1.300
+0.15%
14.180
+2.54%
+4.14%
1,099.4
 
SPLG
SPDR Portfolio S&P 500 ETF
2,066,709
135,906.7
-11.82%
1.140
-0.16%
0.210
+18.80%
+8.87%
78,088.3
 

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
$27.70
3.71%
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
$634.21
7.90%
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
$49.16
0.27%
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
$41.52
5.78%
Reduce -95.48%
54,211
-1,146,037
NFLX
Netflix Inc
2025-03-31
Add
Add
+0.22%
●
828.4 ($951.01) 1058.6
$1,176.78
23.74%
Add 192.07%
42,008
27,625
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.21%
●
106.98 ($126.74) 149.43
$170.78
34.75%
Add 10.14%
2,525,842
232,587
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.20%
●
375.39 ($407.71) 447.2
$505.87
24.08%
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
$41.28
6.54%
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
$26.29
3.81%
Reduce -58.71%
588,211
-836,212
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.17%
●
576.36 ($645.17) 736.67
$713.58
10.60%
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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