Ae Wealth Management LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-06
Total Holdings
15,321
Total Value
9586551180
Accession Number
0001697723-25-000003
Form Type
13F-HR
CIK
0001697723
Manager Name
Ae Wealth Management LLC
Data Enrichment
76% identified
11,650 identified3,671 unidentified

Holdings

15,321 positions
Manager:
SEC
Search and click to pin securities to the top
Page 10 of 108
53656F763
53656F763
Shares:
338548(+0.7%)
Value:
$11.3B(-2.5%)
97717W505
97717W505
Shares:
227321(+10.5%)
Value:
$11.3B(+7.4%)
CMS ENERGY CORP
CMS|125896100
Shares:
144642(-25.8%)
Value:
$10.9B(-16.4%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
11470(-57.9%)
Value:
$10.8B(-56.5%)
025072323
025072323
Shares:
221672(-21.4%)
Value:
$10.7B(-30.1%)
092528603
092528603
Shares:
202957(-1.1%)
Value:
$10.6B(-0.5%)
ORACLE CORP
ORCL|68389X105
Shares:
75120(+26.1%)
Value:
$10.5B(+5.8%)
Invesco Ltd.
IVZ|G491BT108
Shares:
691341(-14.1%)
Value:
$10.5B(-25.5%)
98149E303
98149E303
Shares:
169270(+38.1%)
Value:
$10.5B(+64.4%)
464287499
IWR|464287499
Shares:
123115(-27.7%)
Value:
$10.5B(-30.4%)
53656F698
53656F698
Shares:
269838(+129.0%)
Value:
$10.2B(+122.0%)
COMCAST CORP
CMCSA|20030N101
Shares:
277365(-35.5%)
Value:
$10.2B(-36.6%)
808524201
SCHX|808524201
Shares:
460035(+101.7%)
Value:
$10.2B(+92.1%)
INTERPUBLIC GROUP OF COMPANIES, INC.
IPG|460690100
Shares:
373511(-14.5%)
Value:
$10.1B(-17.1%)
AGILENT TECHNOLOGIES, INC.
A|00846U101
Shares:
84930(-0.5%)
Value:
$9.9B(-13.3%)
Unum Group
UNM|91529Y106
Shares:
121605(+1859.5%)
Value:
$9.9B(+2085.9%)
TRUIST FINANCIAL CORP
TFC|89832Q109
Shares:
240606(-39.4%)
Value:
$9.9B(-42.5%)
46436F103
46436F103
Shares:
316900(+18.7%)
Value:
$9.9B(+41.4%)
922908769
VTI|922908769
Shares:
35408(-5.2%)
Value:
$9.7B(-10.1%)
ONEOK INC /NEW/
OKE|682680103
Shares:
97812(-41.9%)
Value:
$9.7B(-42.5%)