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
Search and click to pin securities to the top
Page 24 of 108
921937819
BIV|921937819
Shares:
25742(+2.5%)
Value:
$2.0B(+5.0%)
45782C797
45782C797
Shares:
50577(-11.5%)
Value:
$2.0B(-13.1%)
09789C846
09789C846
Shares:
39326(+485.2%)
Value:
$1.9B(+494.3%)
46138J445
46138J445
Shares:
90200(+9.8%)
Value:
$1.9B(+9.1%)
464287838
464287838
Shares:
14412(+1918.5%)
Value:
$1.9B(+1993.2%)
Chord Energy Corp
CHRD|674215207
Shares:
17127
Value:
$1.9B
33738D796
33738D796
Shares:
92191(+33.0%)
Value:
$1.9B(+35.0%)
464287598
IWD|464287598
Shares:
10122(+10.3%)
Value:
$1.9B(+12.1%)
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
ZION|989701107
Shares:
38147(-35.1%)
Value:
$1.9B(-40.3%)
78464A284
78464A284
Shares:
75191(+7.9%)
Value:
$1.9B(+6.3%)
46435G839
46435G839
Shares:
58705(-38.5%)
Value:
$1.9B(-38.2%)
83418M103
83418M103
Shares:
85948(+69.7%)
Value:
$1.9B(+28.3%)
Xylem Inc.
XYL|98419M100
Shares:
15283(+5.2%)
Value:
$1.8B(+8.3%)
REVVITY, INC.
RVTY|714046109
Shares:
17132(+9.8%)
Value:
$1.8B(+4.1%)
Energy Transfer LP
ET|29273V100
Shares:
97465(+13.3%)
Value:
$1.8B(+7.5%)
VEEVA SYSTEMS INC
VEEV|922475108
Shares:
7800(-17.2%)
Value:
$1.8B(-8.8%)
46435U168
46435U168
Shares:
77214(-4.7%)
Value:
$1.8B(-4.5%)
ILLUMINA, INC.
ILMN|452327109
Shares:
22604
Value:
$1.8B
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD|293792107
Shares:
52454(+23.0%)
Value:
$1.8B(+33.9%)
COHERENT CORP.
COHR|19247G107
Shares:
27478(-21.7%)
Value:
$1.8B(-46.3%)