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 2 of 108
PROCTER & GAMBLE Co
PG|742718109
Shares:
494708(+7.6%)
Value:
$84.3B(+9.4%)
464289420
464289420
Shares:
1011637(-5.3%)
Value:
$83.1B(-1.6%)
72201R585
72201R585
Shares:
2941586(+33.4%)
Value:
$77.5B(+35.6%)
Broadcom Inc.
AVGO|11135F101
Shares:
454632(+6.9%)
Value:
$76.1B(-22.8%)
MCDONALDS CORP
MCD|580135101
Shares:
236931(+7.3%)
Value:
$74.0B(+15.7%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
137815(-30.9%)
Value:
$73.4B(-18.8%)
46434G103
IEMG|46434G103
Shares:
1265266(+15.0%)
Value:
$68.3B(+18.9%)
72201R833
72201R833
Shares:
672878(+20.3%)
Value:
$67.7B(+20.7%)
464287309
IVW|464287309
Shares:
728698(-3.9%)
Value:
$67.6B(-12.2%)
00888H703
00888H703
Shares:
1847010(-0.1%)
Value:
$64.9B(-2.7%)
00888H604
00888H604
Shares:
1712942(-0.5%)
Value:
$63.8B(-3.1%)
464288877
464288877
Shares:
1057256(-0.7%)
Value:
$62.3B(+11.6%)
25434V104
25434V104
Shares:
1613777(+25.4%)
Value:
$62.0B(+19.0%)
00888H646
00888H646
Shares:
2322794(-0.7%)
Value:
$60.9B(-2.0%)
00888H505
00888H505
Shares:
1683618(+1.3%)
Value:
$59.1B(+0.0%)
09290C103
09290C103
Shares:
1203620(-1.6%)
Value:
$58.7B(-6.4%)
72201R775
72201R775
Shares:
598470(+41.1%)
Value:
$55.3B(+44.3%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
458209(-33.5%)
Value:
$54.5B(-26.4%)
Tesla, Inc.
TSLA|88160R101
Shares:
203293(+8.4%)
Value:
$52.7B(-30.4%)
78464A821
78464A821
Shares:
649150(+13.0%)
Value:
$51.6B(+3.3%)