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 9 of 108
INTERNATIONAL PAPER CO /NEW/
IP|460146103
Shares:
253662(-30.1%)
Value:
$13.5B(-30.7%)
92206C664
VTWO|92206C664
Shares:
167186(-13.6%)
Value:
$13.5B(-22.0%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
87690(+12.8%)
Value:
$13.5B(+12.8%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
187169(-41.0%)
Value:
$13.4B(-39.7%)
PFIZER INC
PFE|717081103
Shares:
521161(-45.1%)
Value:
$13.2B(-47.6%)
AMGEN INC
AMGN|031162100
Shares:
41800(-38.0%)
Value:
$13.0B(-25.9%)
EASTGROUP PROPERTIES INC
EGP|277276101
Shares:
71753(-27.9%)
Value:
$12.6B(-20.9%)
81369Y704
81369Y704
Shares:
96427(+9.7%)
Value:
$12.6B(+9.2%)
464287432
464287432
Shares:
138517(-44.0%)
Value:
$12.6B(-41.6%)
US BANCORP \DE\
USB|902973304
Shares:
295876(-25.1%)
Value:
$12.5B(-33.9%)
EDISON INTERNATIONAL
EIX|281020107
Shares:
206323(+25.7%)
Value:
$12.2B(-7.3%)
DOMINION ENERGY, INC
D|25746U109
Shares:
212293(-23.1%)
Value:
$11.9B(-19.9%)
FIRSTENERGY CORP
FE|337932107
Shares:
291688(+22.9%)
Value:
$11.8B(+24.8%)
92189H748
92189H748
Shares:
222256(-1.0%)
Value:
$11.7B(-0.9%)
NIKE, Inc.
NKE|654106103
Shares:
184447(-19.1%)
Value:
$11.7B(-32.1%)
CENTERPOINT ENERGY INC
CNP|15189T107
Shares:
322239(-20.2%)
Value:
$11.7B(-8.9%)
OMNICOM GROUP INC.
OMC|681919106
Shares:
139755(-22.8%)
Value:
$11.6B(-25.6%)
316188408
316188408
Shares:
228424(-14.6%)
Value:
$11.4B(-14.3%)
WATSCO INC
WSO|942622200
Shares:
22402(-1.8%)
Value:
$11.4B(+5.3%)
Evercore Inc.
EVR|29977A105
Shares:
56425(+19.2%)
Value:
$11.3B(-14.1%)