— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

AE Wealth Management LLC

Q2 2025 · Filed 2025-08-06
Market Value
$13.4B
+15.0%
Holdings
2,198
-15
New Purchases
141
Added To
921
Closed
126
Reduced
791
Top 10 Concentration
21.7%
Turnover
12.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCEC 0.99% 0.00% +0.99% $133M
NVDA 3.24% 2.35% +0.89% $434M
META 1.64% 1.15% +0.50% $220M
AVGO 1.17% 0.74% +0.43% $156M
MSFT 3.05% 2.64% +0.41% $409M
AMZN 1.99% 1.68% +0.31% $267M
SPY 0.63% 0.36% +0.27% $84M
BILZ 1.03% 0.77% +0.27% $138M
SPYG 1.93% 1.67% +0.26% $259M
IVV 1.87% 1.61% +0.26% $251M
PLTR 0.47% 0.22% +0.25% $64M
ORCL 0.31% 0.09% +0.22% $42M
PYLD 0.90% 0.72% +0.18% $120M
WMT 0.35% 0.17% +0.18% $46M
TROW 0.18% 0.00% +0.17% $24M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.76% 3.23% -0.47% $370M
UNH 0.27% 0.74% -0.46% $37M
VMBS 0.01% 0.36% -0.34% $2M
SPLG 0.83% 1.17% -0.34% $111M
GDEC 0.52% 0.86% -0.34% $70M
USIG 0.00% 0.33% -0.32% $563K
VGIT 0.04% 0.30% -0.26% $5M
HD 0.34% 0.58% -0.24% $46M
MRK 0.14% 0.33% -0.19% $19M
VOO 1.39% 1.57% -0.18% $186M
BRK-B 0.90% 1.06% -0.16% $120M
SPTL 0.15% 0.31% -0.16% $20M
ETR 0.01% 0.17% -0.15% $2M
VGSH 0.36% 0.52% -0.15% $49M
LNT 0.01% 0.15% -0.14% $973K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $4.6B 34.6%
Large Cap 687 $5.0B 37.4%
Mid Cap 454 $1.3B 9.9%
Small Cap 550 $1.6B 11.6%
Micro Cap 430 $866M 6.5%

Portfolio Analytics

Avg Market Cap
$44.8B
Median Market Cap
$3.0B
Avg P/E
31.7
Median P/E
22.7
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
709
# ETFs / Funds
1,489

Top Holdings (2,198 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.24% 2,747,675 $434M $157.99 $160M +221,833 +8.8%
2 MSFT 3.05% 821,982 $409M $497.41 $102M +3,899 +0.5%
3 AAPL 2.76% 1,803,941 $370M $205.17 -$6M +109,625 +6.5%
4 VNLA 2.50% 6,810,378 $335M $49.20 $45M +911,703 +15.5%
5 AMZN 1.99% 1,216,520 $267M $219.39 $72M +189,745 +18.5%
6 SPYG 1.93% 2,717,937 $259M $95.32 $64M +295,892 +12.2%
7 IVV 1.87% 403,627 $251M $620.90 $63M +69,359 +20.8%
8 META 1.64% 298,119 $220M $738.10 $86M +66,358 +28.6%
9 VOO 1.39% 327,430 $186M $568.03 $3M -28,105 -7.9%
10 AVIG 1.30% 4,188,949 $174M $41.62 $19M +445,565 +11.9%
11 AVGO 1.17% 565,993 $156M $275.65 $70M +54,849 +10.7%
12 IWY 1.16% 627,860 $155M $246.51 $28M +28,302 +4.7%
13 GOOGL 1.12% 852,692 $150M $176.23 $27M +55,525 +7.0%
14 BILZ 1.03% 1,365,151 $138M $101.20 $49M +484,230 +55.0%
15 SPYV 1.02% 2,608,841 $137M $52.34 $28M +480,559 +22.6%
16 SCEC 0.99% 5,248,695 $133M $25.27 +5,248,695 NEW
17 JPM 0.93% 428,184 $124M $289.91 $27M +30,821 +7.8%
18 PYLD 0.90% 4,531,478 $120M $26.54 $37M +1,364,400 +43.1%
19 BRK-B 0.90% 246,971 $120M $485.77 -$3M +15,661 +6.8%
20 AZBJ 0.88% 3,391,619 $118M $34.93 $8M +71,336 +2.1%
21 JAAA 0.85% 2,255,075 $114M $50.75 $16M +308,225 +15.8%
22 DECW 0.84% 3,544,936 $112M $31.60 $7M +54,896 +1.6%
23 SPLG 0.83% 1,523,815 $111M $72.69 -$25M -542,894 -26.3%
24 DFAU 0.79% 2,511,824 $106M $42.36 $22M +303,484 +13.7%
25 IEMG 0.72% 1,597,917 $96M $60.03 $28M +332,517 +26.3%
26 PG 0.69% 577,431 $92M $159.32 -$2M +24,391 +4.4%
27 XOM 0.68% 845,761 $91M $107.80 -$4M +44,419 +5.5%
28 QUAL 0.65% 473,831 $87M $182.82 $1M -25,563 -5.1%
29 IWX 0.64% 1,017,400 $86M $84.19 $3M +5,763 +0.6%
30 MINT 0.64% 850,582 $86M $100.53 $13M +127,374 +17.6%
31 SPY 0.63% 135,908 $84M $617.84 $42M +60,816 +81.0%
32 MCD 0.61% 280,664 $82M $292.18 -$1M +13,627 +5.1%
33 V 0.59% 223,253 $79M $355.05 $17M +44,317 +24.8%
34 EFG 0.57% 679,840 $76M $112.00 $9M +4,106 +0.6%
35 BOND 0.56% 817,675 $75M $92.18 $16M +171,810 +26.6%
36 TSLA 0.56% 236,828 $75M $317.66 $17M +13,788 +6.2%
37 IVW 0.55% 666,017 $73M $110.10 $6M -63,450 -8.7%
38 CSCO 0.54% 1,048,752 $73M $69.38 $12M +68,951 +7.0%
39 FIDU 0.54% 934,788 $72M $77.53 $9M +10,432 +1.1%
40 GDEC 0.52% 1,978,741 $70M $35.16 -$30M -1,036,619 -34.4%
41 AZAJ 0.51% 1,824,169 $69M $37.78 $4M -23,121 -1.2%
42 EFV 0.51% 1,073,175 $68M $63.48 $6M +15,863 +1.5%
43 AZAO 0.51% 1,684,704 $68M $40.14 $4M -28,238 -1.6%
44 MA 0.49% 117,738 $66M $561.97 $12M +19,519 +19.9%
45 JNJ 0.49% 431,399 $66M $152.75 -$3M +15,042 +3.6%
46 MDYG 0.48% 739,745 $64M $86.87 $6M +8,307 +1.1%
47 FDIS 0.48% 679,914 $64M $94.07 $9M +29,346 +4.5%
48 PLTR 0.47% 465,854 $64M $136.32 $38M +159,985 +52.3%
49 SIXD 0.47% 2,291,906 $63M $27.44 $2M -30,888 -1.3%
50 AZBO 0.46% 1,675,631 $62M $37.01 $3M -7,987 -0.5%
51 DYNF 0.46% 1,119,234 $61M $54.46 $2M -85,571 -7.1%
52 CVX 0.45% 423,382 $61M $143.19 $4M +84,493 +24.9%
53 NFLX 0.44% 43,908 $59M $1,339.13 $20M +1,900 +4.5%
54 PM 0.44% 321,906 $59M $182.13 $9M +7,543 +2.4%
55 GS 0.43% 82,137 $58M $707.76 $17M +5,977 +7.8%
56 GOVT 0.41% 2,403,221 $55M $22.98 $3M +151,549 +6.7%
57 T 0.41% 1,906,544 $55M $28.94 $8M +223,666 +13.3%
58 FLRG 0.41% 1,531,499 $55M $35.95 $11M +212,159 +16.1%
59 IWO 0.41% 189,933 $54M $285.86 $8M +9,750 +5.4%
60 LLY 0.40% 68,235 $53M $779.56 $1M +5,592 +8.9%
61 XONE 0.39% 1,054,535 $52M $49.63 $6M +118,884 +12.7%
62 DECT 0.39% 1,563,358 $52M $33.39 $3M -11,439 -0.7%
63 SIXO 0.38% 1,543,386 $51M $33.11 $620K -55,144 -3.5%
64 ILTB 0.37% 1,005,935 $50M $49.42 $3M +74,098 +8.0%
65 ABBV 0.37% 267,673 $50M $185.62 -$3M +17,167 +6.8%
66 IVE 0.37% 251,862 $49M $195.42 $10M +47,136 +23.0%
67 SKOR 0.37% 1,008,742 $49M $48.78 $4M +72,207 +7.7%
68 ICE 0.37% 266,494 $49M $183.47 $5M +11,531 +4.5%
69 VGSH 0.36% 826,487 $49M $58.78 -$11M -196,428 -19.2%
70 IWS 0.36% 365,411 $48M $132.14 $11M +72,432 +24.7%
71 SPBO 0.35% 1,604,981 $47M $29.22 $3M +81,588 +5.4%
72 CRM 0.35% 171,264 $47M $272.69 $8M +26,221 +18.1%
73 WMT 0.35% 473,622 $46M $97.78 $27M +254,049 +115.7%
74 FUTY 0.34% 873,184 $46M $52.60 $2M +1,926 +0.2%
75 VZ 0.34% 1,060,096 $46M $43.27 -$74K +47,220 +4.7%
76 HD 0.34% 124,741 $46M $366.64 -$22M -60,051 -32.5%
77 FMAT 0.34% 915,330 $46M $49.87 $2M +5,781 +0.6%
78 MDYV 0.34% 569,021 $45M $79.43 $2M +10,978 +2.0%
79 SCHF 0.33% 2,010,894 $44M $22.10 $20M +770,917 +62.2%
80 MBB 0.33% 470,728 $44M $93.89 $3M +33,749 +7.7%
81 IEFA 0.33% 527,246 $44M $83.48 $8M +51,769 +10.9%
82 AMD 0.32% 303,266 $43M $141.90 $13M +9,892 +3.4%
83 TUA 0.32% 1,930,417 $43M $22.03 -$2M -73,593 -3.7%
84 ORCL 0.31% 190,487 $42M $218.63 $31M +113,371 +147.0%
85 MU 0.31% 336,194 $41M $123.25 $14M +19,999 +6.3%
86 BAC 0.30% 861,335 $41M $47.32 $8M +70,109 +8.9%
87 EXC 0.30% 912,858 $40M $43.42 $12M +315,599 +52.8%
88 QQQ 0.29% 70,666 $39M $551.64 $2M -8,992 -11.3%
89 VUG 0.28% 86,398 $38M $438.40 $11M +13,607 +18.7%
90 MO 0.28% 644,568 $38M $58.63 -$2M -25,391 -3.8%
91 MUB 0.28% 356,712 $37M $104.48 $532K +8,289 +2.4%
92 UNH 0.27% 117,723 $37M $311.97 -$49M -45,868 -28.0%
93 SPGI 0.27% 69,548 $37M $527.30 $2M +1,751 +2.6%
94 DFGP 0.26% 629,014 $34M $54.49 $5M +85,061 +15.6%
95 COST 0.26% 34,618 $34M $989.93 $4M +2,366 +7.3%
96 WFC 0.25% 422,961 $34M $80.12 $7M +49,265 +13.2%
97 AMAT 0.25% 180,814 $33M $183.07 $12M +35,762 +24.6%
98 AVXC 0.24% 578,087 $33M $56.62 $10M +111,240 +23.8%
99 SVOL 0.24% 1,771,470 $33M $18.39 $7M +386,654 +27.9%
100 CTA 0.24% 1,198,924 $32M $26.74 $3M +226,842 +23.3%

New Positions

SymbolValue% Port
SCEC $133M 0.99%
ALLW $18M 0.13%
LAZ $16M 0.12%
SWKS $13M 0.10%
BAI $11M 0.08%
EL $7M 0.05%
SPYC $5M 0.04%
SPUC $5M 0.03%
FTI $5M 0.03%
APP $2M 0.01%
LEN $1M 0.01%
CARY $726K 0.01%
XOVR $705K 0.01%
MCHP $662K —%
JBND $601K —%

Sold Out Positions

SymbolValue% Port
EMN —%
WU —%
BN —%
GMED —%
MUSA —%
WSM —%
FBRT —%
SBH —%
CHD —%
MUR —%
TDY —%
DOC —%
MPLX —%
SWK —%
BMRN —%
View SEC EDGAR Filings for AE Wealth Management LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms