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
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Page 18 of 108
92203J407
BNDX|92203J407
Shares:
82847(-4.7%)
Value:
$4.0B(-5.1%)
316092840
316092840
Shares:
80833(+3.1%)
Value:
$4.0B(+2.4%)
46138E339
46138E339
Shares:
43049(+16.4%)
Value:
$4.0B(+13.4%)
464287614
IWF|464287614
Shares:
11011(-41.7%)
Value:
$4.0B(-47.6%)
SOUTHERN CO
SO|842587107
Shares:
43223(-8.9%)
Value:
$4.0B(+1.7%)
46434V860
46434V860
Shares:
77937(-22.7%)
Value:
$3.9B(-22.4%)
464287671
IUSG|464287671
Shares:
31037(+31.7%)
Value:
$3.9B(+20.1%)
92189F676
92189F676
Shares:
18420(+10.2%)
Value:
$3.9B(-3.7%)
33738R118
33738R118
Shares:
52742(-3.5%)
Value:
$3.9B(-9.4%)
EVERSOURCE ENERGY
ES|30040W108
Shares:
59735(+193.8%)
Value:
$3.7B(+217.8%)
Duke Energy CORP
DUK|26441C204
Shares:
29473(+4.5%)
Value:
$3.6B(+18.3%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
50669(-9.9%)
Value:
$3.6B(-10.9%)
45784N742
45784N742
Shares:
139001
Value:
$3.6B
464287713
464287713
Shares:
129620(-54.3%)
Value:
$3.6B(-53.4%)
Dell Technologies Inc.
DELL|24703L202
Shares:
38786(-48.7%)
Value:
$3.5B(-59.4%)
808524771
FNDX|808524771
Shares:
149453(+15.7%)
Value:
$3.5B(+15.4%)
DEERE & CO
DE|244199105
Shares:
7507(+36.4%)
Value:
$3.5B(+51.1%)
MASCO CORP /DE/
MAS|574599106
Shares:
50635(-30.9%)
Value:
$3.5B(-33.8%)
464287440
IEF|464287440
Shares:
36901(-20.0%)
Value:
$3.5B(-17.4%)
922042858
VWO|922042858
Shares:
77551(-33.7%)
Value:
$3.5B(-31.9%)