AE Wealth Management LLC

Q1 2025 13F Holdings

  • Location
    topeka, KS
  • Num holdings

    2,143

  • Value ($000)

    $11,891,319

  • Date Filed
    05/06/2025
  • Form type
    13F-HR
  • CIK
    0001697723
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$376.36M
3 %

1,694,316

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$307.10M
3 %

818,083

VNLA
VNLA

JANUS DETROIT STR TR

HENDRSN SHRT ETF
47103U886
$289.92M
2 %

5,898,675

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$273.75M
2 %

2,525,842

AMZN
AMZN

AMAZON COM INC

COM
023135106
$195.35M
2 %

1,026,775

KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
78464A409
$194.66M
2 %

2,422,045

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$187.82M
2 %

334,268

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$182.71M
2 %

355,535

AVIG
AVIG

AMERICAN CENTY ETF TR

AVANTIS CORE FI
025072562
$154.94M
1 %

3,743,384

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$135.91M
1 %

2,066,709

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 2143