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 19 of 108
81369Y308
Shares:
42516(+6.5%)
Value:
$3.5B(+10.6%)
46137V233
Shares:
73784(+482.3%)
Value:
$3.4B(+436.4%)
47103U753
Shares:
69484(-1.1%)
Value:
$3.4B(-2.1%)
33737J174
Shares:
57991(-6.8%)
Value:
$3.4B(+0.3%)
46138G698
Shares:
33517(+16.8%)
Value:
$3.3B(+18.5%)
464287580
Shares:
37193(-44.5%)
Value:
$3.3B(-49.0%)
92189F353
Shares:
165225(+0.5%)
Value:
$3.2B(+1.4%)
464286285
Shares:
83147(+0.3%)
Value:
$3.2B(+1.0%)
33740F821
Shares:
93417(+42.4%)
Value:
$3.1B(+38.9%)
81369Y860
Shares:
74834(-46.0%)
Value:
$3.1B(-44.5%)
33733E302
Shares:
13934(-4.0%)
Value:
$3.1B(-12.3%)
337345102
Shares:
17827(-2.4%)
Value:
$3.1B(-10.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip81369Y308)✕ | 42.5K | All Managers (Combined) | $3.5M | ||
J M Smucker Co(SJMcusip832696405) | 29.3K | YoY NEW(+29.3K) | All Managers (Combined) | $3.5M | YoY NEW(+$3.5M) |
(cusip46137V233)✕ | 73.8K | All Managers (Combined) | $3.4M | ||
(cusip47103U753)✕ | 69.5K | QoQ -1.12% (-794)YoY NEW(+69.5K) | All Managers (Combined) | $3.4M | YoY NEW(+$3.4M) |
(cusip33737J174)✕ | 58.0K | All Managers (Combined) | $3.4M | ||
12.6K | QoQ -5.23% (-693)YoY +7.28% (+852) | All Managers (Combined) | $3.4M | ||
(cusip46138G698)✕ | 33.5K | All Managers (Combined) | $3.3M | ||
(cusip464287580)✕ | 37.2K | All Managers (Combined) | $3.3M | ||
(cusip92189F353)✕ | 165.2K | All Managers (Combined) | $3.2M | ||
55.6K | All Managers (Combined) | $3.2M | |||
41.5K | YoY NEW(+41.5K) | All Managers (Combined) | $3.2M | YoY NEW(+$3.2M) | |
53.5K | All Managers (Combined) | $3.2M | |||
11.1K | YoY NEW(+11.1K) | All Managers (Combined) | $3.2M | YoY NEW(+$3.2M) | |
(cusip464286285)✕ | 83.1K | All Managers (Combined) | $3.2M | ||
27.8K | All Managers (Combined) | $3.2M | |||
18.2K | YoY NEW(+18.2K) | All Managers (Combined) | $3.1M | YoY NEW(+$3.1M) | |
(cusip33740F821)✕ | 93.4K | YoY NEW(+93.4K) | All Managers (Combined) | $3.1M | YoY NEW(+$3.1M) |
(cusip81369Y860)✕ | 74.8K | All Managers (Combined) | $3.1M | ||
(cusip33733E302)✕ | 13.9K | All Managers (Combined) | $3.1M | ||
(cusip337345102)✕ | 17.8K | All Managers (Combined) | $3.1M |