AE Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$11B
Signature - Title
Shawn Scholz - Chief Compliance Officer
Location
Topeka, KS
Summary
This page shows a list of all the recent 13F filings made by AE Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AE Wealth Management LLC reported 1271 stock holdings with total value $11B as of Q3 2024. Top holdings included AAPL, MSFT, NVDA, VNLA, and VOO.
Holdings Value

List of Other Managers Reporting for AE Wealth Management LLC:

Name Holdings Value Location File Number
Zega Financial, LLC $304M Palm Beach Gardens, FL 028-23850
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 1,271 $11B +$1.85B -$1.36B +$487M AAPL, MSFT, NVDA, VNLA, VOO 13F-HR 11/14/2024, 04:07 PM
Q2 2024 1,260 $9.99B +$1.99B -$786M +$1.21B AAPL, MSFT, NVDA, VNLA, VOO 13F-HR 8/12/2024, 04:07 PM
Q1 2024 1,177 $8.85B +$594M -$11.9B -$11.3B AAPL, MSFT, VOO, VNLA, IVV 13F-HR 5/15/2024, 11:07 AM
Q4 2023 2,035 $19.2B +$3.17B -$2.05B +$1.12B AAPL, MSFT, SPLG, VOO, IVV 13F-HR 2/14/2024, 02:14 PM
Q3 2023 1,933 $16.7B +$1.88B -$1.16B +$722M AAPL, SPLG, MSFT, IVV, VOO 13F-HR 10/11/2023, 04:48 PM
Q2 2023 1,886 $16.6B +$2.51B -$2.09B +$421M AAPL, SPLG, VOO, IVV, MSFT 13F-HR 7/10/2023, 12:03 PM
Q1 2023 1,864 $15.5B +$2.34B -$1.25B +$1.09B AAPL, BIL, SPLG, IVV, VOO 13F-HR 4/14/2023, 01:02 PM
Q4 2022 1,808 $13.8B +$1.71B -$1.21B +$505M BIL, SPLG, AAPL, VOO, IVV 13F-HR 1/31/2023, 12:54 PM
Q3 2022 1,736 $12.6B +$2.37B -$1.49B +$880M BIL, VOO, AAPL, SPLG, IVV 13F-HR 10/25/2022, 10:01 AM
Q2 2022 1,711 $12.5B +$2.09B -$2.08B +$8.44M VOO, AAPL, SPLG, IVV, MSFT 13F-HR 8/3/2022, 09:10 AM
Q1 2022 1,654 $14.6B +$2.63B -$1.71B +$920M VOO, AAPL, IVV, SPLG, SPY 13F-HR 4/18/2022, 10:12 AM
Q4 2021 1,688 $14.3B +$2.47B -$1.01B +$1.46B VOO, AAPL, IVV, IWY, SPY 13F-HR 1/20/2022, 11:45 AM
Q3 2021 1,591 $12.1B +$2.02B -$1.18B +$843M VOO, AAPL, IVV, IWY, QQQ 13F-HR 11/1/2021, 04:24 PM
Q2 2021 1,555 $11.4B +$2.25B -$1.23B +$1.02B VOO, IWY, AAPL, IVV, QQQ 13F-HR 7/21/2021, 11:49 AM
Q1 2021 1,458 $9.89B +$2.03B -$1.18B +$842M VOO, AAPL, IWY, TLT, QQQ 13F-HR 4/27/2021, 12:33 PM
Q4 2020 1,343 $8.8B +$1.72B -$536M +$1.18B VOO, AAPL, TLT, QQQ, IWY 13F-HR 2/1/2021, 03:40 PM
Q3 2020 1,257 $6.99B +$1.19B -$907M +$288M VOO, TLT, AAPL, QQQ, IWY 13F-HR 11/6/2020, 12:23 PM
Q2 2020 1,240 $6.45B +$2.16B -$672M +$1.49B VOO, TLT, IWY, AAPL, QQQ 13F-HR 8/5/2020, 11:46 AM
Q1 2020 1,095 $4.34B +$1.11B -$592M +$520M SHV, VOO, IWY, AAPL, TLT 13F-HR 5/7/2020, 11:49 AM
Q4 2019 1,118 $4.61B +$1.08B -$132M +$943M VOO, IWY, AAPL, VEA, IWX 13F-HR 1/15/2020, 04:29 PM
Q3 2019 985 $3.46B +$416M -$317M +$99M VOO, IWY, IWX, AAPL, VEA 13F-HR 11/5/2019, 04:35 PM
Q2 2019 965 $3.33B +$1.89B -$43.2M +$1.85B VOO, IWY, IVV, IWX, VEA 13F-HR 7/22/2019, 11:58 AM
Q1 2019 635 $1.44B +$835M -$45.1M +$790M VOO, IWY, IWX, VEA, IVV 13F-HR 5/14/2019, 11:00 AM
Q4 2018 472 $584M +$37.5M -$1.08B -$1.04B AAPL, MSFT, XOM, CVX, IVV 13F-HR 2/14/2019, 06:27 PM
Q3 2018 594 $1.82B +$435M -$127M +$308M VOO, IWY, VEA, IWX, ANGL 13F-HR 11/13/2018, 06:16 PM
Q2 2018 448 $1.47B +$266M -$102M +$164M VOO, ANGL, VEA, IWY, TLT 13F-HR 8/14/2018, 06:59 PM
Q1 2018 437 $1.3B +$234M -$47.1M +$187M VOO, ANGL, VEA, TLT, IWY 13F-HR 5/14/2018, 02:52 PM
Q4 2017 415 $1.13B +$204M -$184M +$20.1M VOO, ANGL, VEA, TLT, IWY 13F-HR 2/6/2018, 02:21 PM
Q3 2017 398 $1.08B +$277M -$61M +$216M VOO, ANGL, VEA, TLT, IWY 13F-HR 11/8/2017, 01:18 PM
Q2 2017 379 $838M +$359M -$69.6M +$290M VOO, VEA, ANGL, AGG, VMBS 13F-HR 8/11/2017, 05:47 PM
Q1 2017 271 $540M +$290M -$5.81M +$284M VOO, AGG, VEA, HYG, JNK 13F-HR 5/10/2017, 06:55 PM
Q4 2016 189 $247M $0 $0 AGG, VOO, VEA, IVV, ITOT 13F-HR 2/13/2017, 05:38 PM