Ae Wealth Management LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified11,650 identified3,671 unidentified
Holdings
15,321 positions
Manager:
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Page 18 of 108
316092840
Shares:
80833(+3.1%)
Value:
$4.0B(+2.4%)
46138E339
Shares:
43049(+16.4%)
Value:
$4.0B(+13.4%)
46434V860
Shares:
77937(-22.7%)
Value:
$3.9B(-22.4%)
92189F676
Shares:
18420(+10.2%)
Value:
$3.9B(-3.7%)
33738R118
Shares:
52742(-3.5%)
Value:
$3.9B(-9.4%)
45784N742
Shares:
139001
Value:
$3.6B
464287713
Shares:
129620(-54.3%)
Value:
$3.6B(-53.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
82.8K | All Managers (Combined) | $4.0M | |||
(cusip316092840)✕ | 80.8K | All Managers (Combined) | $4.0M | ||
(cusip46138E339)✕ | 43.0K | All Managers (Combined) | $4.0M | ||
11.0K | All Managers (Combined) | $4.0M | |||
Southern Co(SOcusip842587107) | 43.2K | All Managers (Combined) | $4.0M | ||
(cusip46434V860)✕ | 77.9K | All Managers (Combined) | $3.9M | ||
31.0K | All Managers (Combined) | $3.9M | |||
(cusip92189F676)✕ | 18.4K | All Managers (Combined) | $3.9M | ||
(cusip33738R118)✕ | 52.7K | All Managers (Combined) | $3.9M | ||
Eversource Energy(EScusip30040W108) | 59.7K | All Managers (Combined) | $3.7M | ||
Duke Energy Corp(DUKcusip26441C204) | 29.5K | All Managers (Combined) | $3.6M | ||
50.7K | All Managers (Combined) | $3.6M | |||
(cusip45784N742)✕ | 139.0K | QoQ NEW(+139.0K) YoY NEW(+139.0K) | All Managers (Combined) | $3.6M | QoQ NEW(+$3.6M) YoY NEW(+$3.6M) |
(cusip464287713)✕ | 129.6K | YoY NEW(+129.6K) | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) |
38.8K | All Managers (Combined) | $3.5M | |||
149.5K | All Managers (Combined) | $3.5M | |||
Deere & Co(DEcusip244199105) | 7.5K | All Managers (Combined) | $3.5M | ||
Masco Corp /De/(MAScusip574599106) | 50.6K | All Managers (Combined) | $3.5M | ||
36.9K | All Managers (Combined) | $3.5M | |||
77.6K | All Managers (Combined) | $3.5M |