AE Wealth Management LLC Q1 2025 Filing

Filed May 6, 2025

Portfolio Value

$11.9B

Holdings

2,143

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (2,143 positions)

StockValue
FNDXSCHWAB STRATEGIC TR
$3.7B
MTBASIMPLIFY EXCHANGE TRADED FUN
$3.7B
IYFISHARES TR
$3.7B
DUKDUKE ENERGY CORP NEW
$3.7B
NEENEXTERA ENERGY INC
$3.7B
SBUXSTARBUCKS CORP
$3.7B
ZIONZIONS BANCORPORATION N A
$3.6B
DFARDIMENSIONAL ETF TRUST
$3.6B
LOWLOWES COS INC
$3.6B
ZMARINNOVATOR ETFS TRUST
$3.6B
DEDEERE & CO
$3.6B
IYZISHARES TR
$3.6B
IEFISHARES TR
$3.5B
BTALAGF INVTS TR
$3.5B
VWOVANGUARD INTL EQUITY INDEX F
$3.5B
MDLZMONDELEZ INTL INC
$3.5B
XLFISELECT SECTOR SPDR TR
$3.5B
AXPAMERICAN EXPRESS CO
$3.4B
BJBJS WHSL CLUB HLDGS INC
$3.4B
IJHISHARES TR
$3.4B
XLGINVESCO EXCHANGE TRADED FD T
$3.4B
FDTFIRST TR EXCH TRD ALPHDX FD
$3.4B
MANHMANHATTAN ASSOCIATES INC
$3.4B
GISGENERAL MLS INC
$3.4B
RWLINVESCO EXCH TRADED FD TR II
$3.3B
IYCISHARES TR
$3.3B
HYEMVANECK ETF TRUST
$3.2B
SCHWSCHWAB CHARLES CORP
$3.2B
EFAVISHARES TR
$3.2B
DDLSWISDOMTREE TR
$3.2B
MIGAMICROSTRATEGY INC
$3.2B
EMHYISHARES INC
$3.2B
INTUINTUIT
$3.1B
AFLGFIRST TR EXCHNG TRADED FD VI
$3.1B
CAHCARDINAL HEALTH INC
$3.1B
FDNFIRST TR EXCHANGE-TRADED FD
$3.1B
GILDGILEAD SCIENCES INC
$3.1B
QTECFIRST TR NASDAQ 100 TECH IND
$3.1B
NOWSERVICENOW INC
$3.0B
MBNDSSGA ACTIVE TR
$3.0B
YMAGTIDAL TR II
$3.0B
DGROISHARES TR
$3.0B
SHWSHERWIN WILLIAMS CO
$3.0B
SHYISHARES TR
$2.9B
PAUGINNOVATOR ETFS TRUST
$2.9B
BUFFINNOVATOR ETFS TRUST
$2.9B
LMTLOCKHEED MARTIN CORP
$2.9B
AWCAMERICAN WTR WKS CO INC NEW
$2.9B
HSCZISHARES TR
$2.8B
SJNKSPDR SER TR
$2.8B
PYPLPAYPAL HLDGS INC
$2.8B
WDAYWORKDAY INC
$2.8B
LMBSFIRST TR EXCHANGE-TRADED FD
$2.8B
FISRSSGA ACTIVE TR
$2.7B
KHCKRAFT HEINZ CO
$2.7B
JEPQJ P MORGAN EXCHANGE TRADED F
$2.7B
LRCXLAM RESEARCH CORP
$2.7B
PCARPACCAR INC
$2.7B
FIXDFIRST TR EXCHNG TRADED FD VI
$2.7B
HOODROBINHOOD MKTS INC
$2.7B
TEVATEVA PHARMACEUTICAL INDS LTD
$2.7B
XFEBFIRST TR EXCH TRADED FD III
$2.6B
SPMDSPDR SER TR
$2.6B
ZROZPIMCO ETF TR
$2.6B
MRVLMARVELL TECHNOLOGY INC
$2.6B
ENBENBRIDGE INC
$2.6B
BKLNINVESCO EXCH TRADED FD TR II
$2.6B
CWENCLEARWAY ENERGY INC
$2.6B
DHRDANAHER CORPORATION
$2.5B
MDPLNORTHERN LTS FD TR IV
$2.5B
CSGPCOSTAR GROUP INC
$2.5B
OGNORGANON & CO
$2.5B
IDXXIDEXX LABS INC
$2.5B
XLVSELECT SECTOR SPDR TR
$2.5B
BABAALIBABA GROUP HLDG LTD
$2.5B
CHRDCHORD ENERGY CORPORATION
$2.5B
FENYFIDELITY COVINGTON TRUST
$2.5B
SHVISHARES TR
$2.5B
VBVANGUARD INDEX FDS
$2.4B
BARGRANITESHARES GOLD TR
$2.4B
MLNVANECK ETF TRUST
$2.4B
CDNSCADENCE DESIGN SYSTEM INC
$2.4B
CA8ACACI INTL INC
$2.4B
IXNISHARES TR
$2.4B
SHOPSHOPIFY INC
$2.4B
DFACDIMENSIONAL ETF TRUST
$2.4B
AJGGALLAGHER ARTHUR J & CO
$2.4B
AOCTINNOVATOR ETFS TRUST
$2.4B
PJANINNOVATOR ETFS TRUST
$2.3B
IGOVISHARES TR
$2.3B
VOTVANGUARD INDEX FDS
$2.3B
SPSMSPDR SER TR
$2.3B
RVNUDBX ETF TR
$2.3B
CVSCVS HEALTH CORP
$2.3B
CXRNLISTED FD TR
$2.3B
CEF/USPROTT PHYSICAL GOLD & SILVE
$2.3B
TIPISHARES TR
$2.3B
ILMNILLUMINA INC
$2.3B
XTREBONDBLOXX ETF TRUST
$2.3B
FDECFIRST TR EXCHNG TRADED FD VI
$2.2B
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