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 20 of 108
78470P705
Shares:
110552(+2.3%)
Value:
$3.0B(+1.4%)
88636J642
Shares:
199380(+7.2%)
Value:
$3.0B(-16.9%)
464287457
Shares:
35389(-9.4%)
Value:
$2.9B(-8.6%)
45782C680
Shares:
77192(-5.7%)
Value:
$2.9B(-7.4%)
45783Y814
Shares:
66004(+16567.7%)
Value:
$2.9B(+16263.7%)
97717X271
Shares:
80418(-18.1%)
Value:
$2.8B(-17.3%)
33739Q200
Shares:
56106(-2.5%)
Value:
$2.8B(-1.6%)
78470P507
Shares:
105510(+24.1%)
Value:
$2.7B(+26.6%)
46654Q203
Shares:
52688(-1.1%)
Value:
$2.7B(-9.2%)
33739E108
Shares:
150353(-2.8%)
Value:
$2.6B(-3.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78470P705)✕ | 110.6K | All Managers (Combined) | $3.0M | ||
Intuit Inc.(INTUcusip461202103) | 4.9K | All Managers (Combined) | $3.0M | ||
(cusip88636J642)✕ | 199.4K | All Managers (Combined) | $3.0M | ||
48.1K | All Managers (Combined) | $3.0M | |||
(cusip464287457)✕ | 35.4K | All Managers (Combined) | $2.9M | ||
(cusip45782C680)✕ | 77.2K | All Managers (Combined) | $2.9M | ||
(cusip45783Y814)✕ | 66.0K | YoY NEW(+66.0K) | All Managers (Combined) | $2.9M | YoY NEW(+$2.9M) |
Servicenow, Inc.(NOWcusip81762P102) | 3.6K | All Managers (Combined) | $2.9M | ||
12.3K | All Managers (Combined) | $2.9M | |||
Metlife Inc(METcusip59156R108) | 35.8K | All Managers (Combined) | $2.9M | ||
6.4K | All Managers (Combined) | $2.9M | |||
(cusip97717X271)✕ | 80.4K | All Managers (Combined) | $2.8M | ||
41.7K | All Managers (Combined) | $2.8M | |||
(cusip33739Q200)✕ | 56.1K | All Managers (Combined) | $2.8M | ||
(cusip78470P507)✕ | 105.5K | All Managers (Combined) | $2.7M | ||
(cusip46654Q203)✕ | 52.7K | All Managers (Combined) | $2.7M | ||
64.1K | QoQ NEW(+64.1K) YoY NEW(+64.1K) | All Managers (Combined) | $2.7M | QoQ NEW(+$2.7M) YoY NEW(+$2.7M) | |
Genuine Parts Co(GPCcusip372460105) | 22.3K | All Managers (Combined) | $2.7M | ||
172.6K | All Managers (Combined) | $2.7M | |||
(cusip33739E108)✕ | 150.4K | All Managers (Combined) | $2.6M |