AE Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Topeka, KS
CIK
0001697723
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 1,233 11,023,440 AAPL, MSFT, NVDA, VNLA 13F-HR 11/14/2024 000169772324000005
Q2 2024 1,230 9,997,044 AAPL, MSFT, NVDA, VNLA 13F-HR 8/12/2024 000169772324000004
Q1 2024 1,141 8,847,328 AAPL, MSFT, VOO, VNLA 13F-HR 5/15/2024 000169772324000003
Q4 2023 2,040 19,584,106 AAPL, MSFT, SPLG, VOO 13F-HR 2/14/2024 000169772324000002
Q3 2023 1,939 16,732,510 AAPL, SPLG, MSFT, IVV 13F-HR 10/11/2023 000169772323000005
Q2 2023 1,889 16,634,008 AAPL, SPLG, VOO, IVV 13F-HR 7/10/2023 000169772323000004
Q1 2023 1,867 15,538,659 AAPL, BIL, SPLG, IVV 13F-HR 4/14/2023 000169772323000003
Q4 2022 1,812 13,830,187 BIL, SPLG, AAPL, VOO 13F-HR 1/31/2023 000169772323000002
Q3 2022 1,740 12,610,918 BIL, VOO, AAPL, SPLG 13F-HR 10/25/2022 000169772322000005
Q2 2022 1,715 12,499,057 VOO, AAPL, SPLG, IVV 13F-HR 8/3/2022 000169772322000004
Q1 2022 1,659 14,574,824 VOO, AAPL, IVV, SPLG 13F-HR 4/18/2022 000169772322000003
Q4 2021 1,688 14,341,032 VOO, AAPL, IVV, IWY 13F-HR 1/20/2022 000169772322000002
Q3 2021 1,620 12,138,836 VOO, AAPL, IVV, IWY 13F-HR 11/1/2021 000169772321000005
Q2 2021 1,592 11,449,516 VOO, IWY, AAPL, IVV 13F-HR 7/21/2021 000169772321000003
Q1 2021 1,477 9,905,452 VOO, AAPL, IWY, TLT 13F-HR 4/27/2021 000169772321000002
Q4 2020 1,370 8,815,240 VOO, AAPL, TLT, QQQ 13F-HR 2/1/2021 000169772321000001
Q3 2020 1,282 7,006,508 VOO, TLT, AAPL, QQQ 13F-HR 11/6/2020 000169772320000005
Q2 2020 1,263 6,470,195 VOO, TLT, IWY, AAPL 13F-HR 8/5/2020 000169772320000003
Q1 2020 1,112 4,351,549 SHV, VOO, IWY, AAPL 13F-HR 5/7/2020 000169772320000002
Q4 2019 1,135 4,608,261 VOO, IWY, AAPL, VEA 13F-HR 1/15/2020 000169772320000001
Q3 2019 992 3,460,779 VOO, IWY, IWX, AAPL 13F-HR 11/5/2019 000169772319000004
Q2 2019 975 3,328,962 VOO, IWY, IVV, IWX 13F-HR 7/22/2019 000169772319000003
Q1 2019 642 1,439,162 VOO, IWY, IWX, VEA 13F-HR 5/14/2019 000169772319000002
Q4 2018 478 584,199 AAPL, MSFT, XOM, CVX 13F-HR 2/15/2019 000169772319000001
Q3 2018 607 1,817,314 VOO, IWY, VEA, IWX 13F-HR 11/14/2018 000169772318000005
Q2 2018 459 1,469,575 VOO, ANGL, VEA, IWY 13F-HR 8/15/2018 000169772318000004
Q1 2018 458 1,295,673 VOO, ANGL, VEA, TLT 13F-HR 5/14/2018 000169772318000003
Q4 2017 416 1,133,044 VOO, ANGL, VEA, TLT 13F-HR 2/6/2018 000169772318000001
Q3 2017 398 1,077,638 VOO, ANGL, VEA, TLT 13F-HR 11/8/2017 000169772317000004
Q2 2017 379 838,041 VOO, VEA, ANGL, AGG 13F-HR 8/14/2017 000169772317000003
Q1 2017 271 539,505 VOO, AGG, VEA, HYG 13F-HR 5/11/2017 000169772317000002
Q4 2016 189 246,887 AGG, VOO, VEA, IVV 13F-HR 2/14/2017 000169772317000001