AE Wealth Management LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$19.6B

Holdings

2,035

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (2,035 positions)

StockValue
AAPLAPPLE INC
$603K
MSFTMICROSOFT CORP
$454K
SPYMSPDR SER TR
$446K
VOOVANGUARD INDEX FDS
$394K
IVVISHARES TR
$353K
NDQINVESCO QQQ TR
$322K
SPYSPDR S&P 500 ETF TR
$287K
AMZNAMAZON COM INC
$244K
IWYISHARES TR
$230K
NVDANVIDIA CORPORATION
$219K
DFSUDIMENSIONAL ETF TRUST
$196K
BILSPDR SER TR
$189K
VNLAJANUS DETROIT STR TR
$176K
JANWAIM ETF PRODUCTS TRUST
$170K
VUGVANGUARD INDEX FDS
$160K
GOOGLALPHABET INC
$159K
IWXISHARES TR
$132K
BILZPIMCO ETF TR
$128K
VGSHVANGUARD SCOTTSDALE FDS
$127K
SGOVISHARES TR
$127K
IEMGISHARES INC
$126K
VTIVANGUARD INDEX FDS
$124K
SPYGSPDR SER TR
$120K
VMBSVANGUARD SCOTTSDALE FDS
$105K
XOMEXXON MOBIL CORP
$104K
JPMJPMORGAN CHASE & CO
$102K
BRK/BBERKSHIRE HATHAWAY INC DEL
$98K
JPSTJ P MORGAN EXCHANGE TRADED F
$98K
METAMETA PLATFORMS INC
$98K
EFGISHARES TR
$96K
SPYVSPDR SER TR
$94K
PGPROCTER AND GAMBLE CO
$88K
QUALISHARES TR
$88K
AUGWAIM ETF PRODUCTS TRUST
$88K
CVXCHEVRON CORP NEW
$82K
EFVISHARES TR
$82K
USIGISHARES TR
$79K
HDHOME DEPOT INC
$79K
BUFRFIRST TR EXCHNG TRADED FD VI
$78K
UNHUNITEDHEALTH GROUP INC
$77K
XHLFBONDBLOXX ETF TRUST
$76K
TLTISHARES TR
$75K
CSCOCISCO SYS INC
$72K
BUFDFIRST TR EXCHNG TRADED FD VI
$72K
BACVERIZON COMMUNICATIONS INC
$72K
AGGISHARES TR
$70K
MRKMERCK & CO INC
$69K
VVISA INC
$69K
IJRISHARES TR
$67K
TSLATESLA INC
$67K
GQ9SPDR GOLD TR
$67K
IWSISHARES TR
$66K
MCDMCDONALDS CORP
$66K
DONSPDR DOW JONES INDL AVERAGE
$65K
USMVISHARES TR
$65K
VTVVANGUARD INDEX FDS
$65K
MUBISHARES TR
$65K
IBHDISHARES TR
$64K
PAUGINNOVATOR ETFS TR
$63K
JNJJOHNSON & JOHNSON
$62K
JAAAJANUS DETROIT STR TR
$61K
VGTVANGUARD WORLD FDS
$61K
AVGOBROADCOM INC
$61K
JEPIJ P MORGAN EXCHANGE TRADED F
$60K
VGITVANGUARD SCOTTSDALE FDS
$60K
JULWAIM ETF PRODUCTS TRUST
$59K
AMDADVANCED MICRO DEVICES INC
$59K
DFAUDIMENSIONAL ETF TRUST
$59K
LLYELI LILLY & CO
$58K
JULTAIM ETF PRODUCTS TRUST
$55K
ABBVABBVIE INC
$54K
MGKVANGUARD WORLD FD
$54K
VYMVANGUARD WHITEHALL FDS
$53K
BEGSCOLLABORATIVE INVESTMNT SER
$53K
PEPPEPSICO INC
$53K
SIXJAIM ETF PRODUCTS TRUST
$52K
IDEVISHARES TR
$50K
SCHFSCHWAB STRATEGIC TR
$49K
IBDPISHARES TR
$49K
SCHDSCHWAB STRATEGIC TR
$48K
MDYGSPDR SER TR
$47K
WMTWALMART INC
$47K
IWMISHARES TR
$47K
IBMINTERNATIONAL BUSINESS MACHS
$46K
SCHXSCHWAB STRATEGIC TR
$46K
PJULINNOVATOR ETFS TR
$46K
VEAVANGUARD TAX-MANAGED FDS
$46K
GOOGALPHABET INC
$46K
IWRISHARES TR
$45K
IWPISHARES TR
$45K
CRMSALESFORCE INC
$44K
QQQMINVESCO EXCH TRADED FD TR II
$44K
MDPLNORTHERN LTS FD TR IV
$44K
JANTAIM ETF PRODUCTS TRUST
$43K
IVEISHARES TR
$43K
AUGTAIM ETF PRODUCTS TRUST
$43K
COSTCOSTCO WHSL CORP NEW
$42K
TAT&T INC
$42K
IEFISHARES TR
$42K
BSVVANGUARD BD INDEX FDS
$42K
Page 1 of 21Next