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 3 of 108
CHEVRON CORP
CVX|166764100
Shares:
307785(+6.2%)
Value:
$51.5B(+22.7%)
00888H877
00888H877
Shares:
1598530(-4.6%)
Value:
$50.5B(-7.0%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
95280(-29.3%)
Value:
$49.9B(-26.8%)
00888H836
00888H836
Shares:
1574797(+0.1%)
Value:
$48.8B(-2.5%)
Mastercard Inc
MA|57636Q104
Shares:
87201(+9.5%)
Value:
$47.8B(+13.9%)
AbbVie Inc.
ABBV|00287Y109
Shares:
223357(+2.4%)
Value:
$46.8B(+20.7%)
Philip Morris International Inc.
PM|718172109
Shares:
285175(+13.3%)
Value:
$45.3B(+49.4%)
82889N657
82889N657
Shares:
2004010(+24.5%)
Value:
$44.0B(+28.9%)
AT&T INC.
T|00206R102
Shares:
1535679(-13.2%)
Value:
$43.4B(+7.8%)
210322509
210322509
Shares:
1743156(+0.6%)
Value:
$43.2B(+1.0%)
464289479
464289479
Shares:
858092(+6.7%)
Value:
$42.9B(+9.6%)
92206C771
92206C771
Shares:
894680(-6.0%)
Value:
$41.4B(-4.0%)
78464A144
78464A144
Shares:
1407547(+6.7%)
Value:
$40.9B(+8.2%)
464287648
IWO|464287648
Shares:
159056(+13.2%)
Value:
$40.6B(+0.5%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
241152(-30.4%)
Value:
$40.0B(-20.2%)
316092378
316092378
Shares:
1200744(+18.1%)
Value:
$39.8B(+15.8%)
464287408
IVE|464287408
Shares:
204726(+14.7%)
Value:
$39.0B(+14.6%)
HOME DEPOT, INC.
HD|437076102
Shares:
103873(-33.7%)
Value:
$38.1B(-37.6%)
78464A839
78464A839
Shares:
493626(+11.8%)
Value:
$38.0B(+7.4%)
464288620
464288620
Shares:
744128(-5.7%)
Value:
$38.0B(-4.2%)