AE Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW AE Wealth Management LLC | Institutional Filer | ▲ 6.14% | $18.49B | 2591 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2591)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 3.6M | $628.5M | 3.40% |
| 2 | AAPL | Apple Inc. | Technology | 2.4M | $613.8M | 3.32% |
| 3 | MSFT | Microsoft Corporation | Technology | 1.3M | $475.4M | 2.57% |
| 4 | VNLA | JANUS DETROIT STR TR | — | 7.9M | $386.7M | 2.09% |
| 5 | IVV | ISHARES TR | — | 536K | $349.9M | 1.89% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 1.6M | $332.5M | 1.80% |
| 7 | SPYG | SPDR SERIES TRUST | — | 3.1M | $300.5M | 1.62% |
| 8 | AVIG | AMERICAN CENTY ETF TR | — | 6.5M | $271.5M | 1.47% |
| 9 | GOOGL | Alphabet Inc. | Technology | 874K | $251.4M | 1.36% |
| 10 | AVGO | Broadcom Inc. | Technology | 725K | $224.3M | 1.21% |
| 11 | PYLD | PIMCO ETF TR | — | 7.9M | $208.2M | 1.13% |
| 12 | META | Meta Platforms, Inc. | Technology | 360K | $205.7M | 1.11% |
| 13 | SPYV | SPDR SERIES TRUST | — | 3.6M | $202.9M | 1.10% |
| 14 | VOO | VANGUARD INDEX FDS | — | 317K | $189.5M | 1.02% |
| 15 | BOND | PIMCO ETF TR | — | 1.9M | $174.6M | 0.94% |
Showing 1 to 15 of 1000 holdings