13F History

AE Wealth Management LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 13, 2025
Value $: $11.8B
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 2175 stock holdings with total value $11.8B as of Q4 2024. Top holdings included AAPL, MSFT, NVDA, VNLA, and AMZN.

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
Q4 2024	2,175	$11.8B	+$1.88B	-$1.08B	+$795M	AAPL, MSFT, NVDA, VNLA, AMZN	13F-HR	2/13/2025, 10:32 AM
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

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