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Asset Manager ← All Institutions

AE Wealth Management LLC

Q4 2025 · Filed 2026-01-26
Market Value
$17.0B
+11.0%
Holdings
2,483
+184
New Purchases
285
Added To
1,192
Closed
128
Reduced
646
Top 10 Concentration
22.4%
Turnover
16.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SIXO 0.81% 0.00% +0.80% $137M
AZBO 0.51% 0.00% +0.51% $87M
GSEP 0.37% 0.00% +0.37% $62M
BOND 0.81% 0.61% +0.20% $138M
WMT 0.57% 0.38% +0.20% $97M
PYLD 1.02% 0.84% +0.18% $173M
GOOGL 1.65% 1.47% +0.17% $279M
IEFA 0.53% 0.36% +0.17% $90M
BAC 0.49% 0.32% +0.17% $83M
LEN 0.17% 0.01% +0.15% $29M
ACN 0.17% 0.01% +0.15% $28M
LRCX 0.20% 0.05% +0.15% $34M
BK 0.17% 0.02% +0.15% $28M
MU 0.54% 0.39% +0.15% $92M
MA 0.64% 0.49% +0.15% $108M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SIXP 0.00% 0.89% -0.88% $777K
DECW 0.18% 0.69% -0.51% $30M
GJUL 0.00% 0.40% -0.39% $711K
QUAL 0.38% 0.61% -0.23% $64M
SPYG 1.85% 2.06% -0.21% $314M
TMO 0.02% 0.22% -0.20% $3M
AFL 0.01% 0.21% -0.20% $2M
BILZ 0.60% 0.79% -0.19% $101M
TJX 0.03% 0.22% -0.19% $5M
EXC 0.11% 0.28% -0.17% $18M
UNH 0.10% 0.27% -0.17% $17M
IEX 0.00% 0.17% -0.17% $463K
YUM 0.01% 0.16% -0.15% $2M
ICE 0.16% 0.31% -0.14% $28M
META 1.35% 1.50% -0.14% $229M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $6.3B 37.3%
Large Cap 756 $6.0B 35.7%
Mid Cap 515 $1.8B 10.6%
Small Cap 614 $1.8B 10.7%
Micro Cap 519 $977M 5.8%

Portfolio Analytics

Avg Market Cap
$40.9B
Median Market Cap
$2.8B
Avg P/E
32.2
Median P/E
22.6
Avg Dividend Yield
0.05%
Avg Beta
0.91
# Stocks
826
# ETFs / Funds
1,657

Top Holdings (2,483 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 3.45% 2,150,834 $585M $271.86 $73M +140,705 +7.0%
2 NVDA 3.38% 3,071,793 $573M $186.50 $51M +274,737 +9.8%
3 MSFT 2.94% 1,031,541 $499M $483.62 $43M +151,592 +17.2%
4 VNLA 2.17% 7,482,698 $368M $49.14 $17M +360,210 +5.1%
5 AMZN 2.05% 1,507,901 $348M $230.82 $47M +136,709 +10.0%
6 IVV 2.05% 506,948 $347M $684.94 $35M +40,031 +8.6%
7 SPYG 1.85% 2,942,685 $314M $106.70 -$634K -67,734 -2.2%
8 GOOGL 1.65% 891,832 $279M $313.00 $54M -33,095 -3.6%
9 AVIG 1.51% 6,089,059 $255M $41.92 $40M +978,886 +19.2%
10 META 1.35% 347,551 $229M $660.10 $895K +36,379 +11.7%
11 AVGO 1.26% 617,694 $214M $346.10 $19M +25,946 +4.4%
12 VOO 1.25% 338,280 $212M $627.14 $9M +6,423 +1.9%
13 SPYV 1.17% 3,499,178 $199M $56.81 $26M +381,186 +12.2%
14 IWY 1.04% 638,124 $177M $276.94 $5M +12,365 +2.0%
15 PYLD 1.02% 6,479,219 $173M $26.68 $45M +1,716,503 +36.0%
16 JPM 0.98% 516,607 $166M $322.22 $16M +38,562 +8.1%
17 BOND 0.81% 1,482,067 $138M $93.08 $44M +477,930 +47.6%
18 SIXO 0.81% 3,932,306 $137M $34.73 $136M +3,921,306 +35648.2%
19 SCEC 0.79% 5,279,478 $134M $25.35 $2M +117,441 +2.3%
20 BRK-B 0.79% 265,883 $134M $502.65 -$6M -12,193 -4.4%
21 JAAA 0.76% 2,531,709 $128M $50.58 $5M +115,351 +4.8%
22 XOM 0.69% 969,410 $117M $120.34 $12M +42,953 +4.6%
23 IEMG 0.68% 1,719,605 $116M $67.22 $379K -28,161 -1.6%
24 SPLG 0.68% 1,429,104 $115M $80.22 $2M -13,518 -0.9%
25 SPY 0.67% 167,589 $114M $681.92 $19M +24,641 +17.2%
26 TSLA 0.67% 251,508 $113M $449.72 $4M +5,094 +2.1%
27 MA 0.64% 189,552 $108M $570.89 $33M +58,086 +44.2%
28 FIDU 0.64% 1,307,516 $108M $82.48 $22M +255,717 +24.3%
29 DFAU 0.62% 2,257,178 $106M $46.80 -$4M -129,560 -5.4%
30 CSCO 0.60% 1,331,543 $103M $77.03 $21M +140,532 +11.8%
31 JNJ 0.60% 490,135 $101M $206.95 $12M +8,706 +1.8%
32 BILZ 0.60% 1,003,373 $101M $100.77 -$19M -184,587 -15.5%
33 MDYG 0.59% 1,084,310 $100M $92.43 $22M +224,654 +26.1%
34 IWX 0.59% 1,081,107 $99M $91.86 $7M +33,150 +3.2%
35 V 0.58% 282,343 $99M $350.71 $14M +34,624 +14.0%
36 FDIS 0.58% 966,605 $99M $102.16 $20M +203,947 +26.7%
37 WMT 0.57% 871,577 $97M $111.41 $40M +315,046 +56.6%
38 LLY 0.57% 89,997 $97M $1,074.71 $31M +3,562 +4.1%
39 MINT 0.57% 960,517 $96M $100.34 $3M +36,468 +4.0%
40 PG 0.55% 654,938 $94M $143.31 -$8M -10,569 -1.6%
41 MU 0.54% 321,234 $92M $285.41 $32M -35,416 -9.9%
42 PLTR 0.54% 510,699 $91M $177.75 $313K +14,787 +3.0%
43 IEFA 0.53% 1,004,559 $90M $89.46 $34M +370,179 +58.4%
44 IVW 0.52% 710,568 $88M $123.26 $4M +17,269 +2.5%
45 MCD 0.51% 285,193 $87M $305.63 -$9M -31,748 -10.0%
46 AZBO 0.51% 2,225,638 $87M $39.00 $86M +2,217,654 +27776.2%
47 IWO 0.51% 266,445 $86M $323.01 $17M +51,934 +24.2%
48 DYNF 0.51% 1,411,859 $86M $60.81 $4M +35,301 +2.6%
49 PM 0.50% 525,047 $84M $160.40 $30M +189,009 +56.2%
50 BAC 0.49% 1,508,829 $83M $55.00 $34M +554,220 +58.1%
51 IVE 0.48% 383,069 $81M $212.07 $24M +106,482 +38.5%
52 CVX 0.48% 530,598 $81M $152.41 $8M +59,964 +12.7%
53 GOVT 0.47% 3,430,682 $79M $23.03 $7M +325,925 +10.5%
54 FUTY 0.45% 1,371,364 $76M $55.22 $17M +329,549 +31.6%
55 EFV 0.44% 1,050,739 $75M $71.41 $4M +10,167 +1.0%
56 FLRG 0.43% 1,942,395 $74M $37.95 $5M +152,865 +8.5%
57 MDYV 0.43% 858,798 $73M $84.65 $18M +197,095 +29.8%
58 FMAT 0.42% 1,328,708 $71M $53.11 $15M +272,726 +25.8%
59 SEPW 0.41% 2,193,335 $70M $31.92 -$8M -281,610 -11.4%
60 AMD 0.41% 323,664 $69M $214.16 $17M +1,241 +0.4%
61 ABBV 0.40% 294,020 $67M $228.49 $885K +7,696 +2.7%
62 AVXC 0.39% 1,045,963 $67M $63.77 $27M +377,075 +56.4%
63 QUAL 0.38% 324,486 $64M $198.62 -$28M -152,707 -32.0%
64 COST 0.38% 74,670 $64M $862.35 $25M +32,542 +77.2%
65 SGOV 0.38% 638,989 $64M $100.38 $13M +135,684 +27.0%
66 GSEP 0.37% 1,606,542 $62M $38.74 $62M +1,604,379 +74173.8%
67 SKOR 0.36% 1,259,525 $62M $49.13 $8M +159,915 +14.5%
68 CRM 0.36% 231,697 $61M $264.91 $16M +40,661 +21.3%
69 AMAT 0.36% 238,003 $61M $256.99 $18M +29,141 +13.9%
70 ILTB 0.36% 1,221,142 $61M $49.70 $6M +137,165 +12.7%
71 EFG 0.35% 519,721 $59M $113.92 $544K +4,596 +0.9%
72 GE 0.35% 191,571 $59M $308.03 $22M +68,202 +55.3%
73 GS 0.34% 65,994 $58M $879.03 -$11M -20,564 -23.8%
74 SPBO 0.34% 1,974,900 $58M $29.34 $6M +237,241 +13.7%
75 XONE 0.34% 1,163,083 $58M $49.54 $2M +48,748 +4.4%
76 WFC 0.34% 610,972 $57M $93.20 $16M +121,310 +24.8%
77 VZ 0.33% 1,365,126 $56M $40.73 $3M +179,385 +15.1%
78 DECT 0.33% 1,513,169 $55M $36.66 $438K -38,884 -2.5%
79 MBB 0.32% 572,311 $54M $95.22 $3M +35,726 +6.7%
80 VGSH 0.32% 924,555 $54M $58.73 $3M +55,209 +6.3%
81 IWS 0.31% 377,481 $53M $141.05 $2M +10,529 +2.9%
82 MUB 0.28% 449,804 $48M $107.11 $6M +52,137 +13.1%
83 OEF 0.28% 140,272 $48M $342.97 -$1M -8,332 -5.6%
84 QQQ 0.28% 77,877 $48M $614.30 $2M +1,606 +2.1%
85 WTS 0.28% 171,194 $47M $276.02 $9M +32,901 +23.8%
86 T 0.27% 1,875,803 $47M $24.84 -$10M -130,964 -6.5%
87 ORCL 0.27% 234,931 $46M $194.91 -$12M +30,600 +15.0%
88 SEPT 0.27% 1,297,625 $46M $35.16 $590K -8,950 -0.7%
89 NFLX 0.26% 478,749 $45M $93.76 -$13M +430,823 +898.9%
90 VUG 0.26% 90,923 $44M $487.86 -$204K -1,989 -2.1%
91 AMGN 0.26% 134,132 $44M $327.31 $13M +23,909 +21.7%
92 FREL 0.26% 1,614,618 $43M $26.89 $9M +380,393 +30.8%
93 SEPZ 0.26% 1,026,504 $43M $42.26 -$944K -20,487 -2.0%
94 TUA 0.24% 1,878,550 $41M $21.90 -$2M -98,252 -5.0%
95 ATR 0.24% 334,707 $41M $121.96 $10M +104,076 +45.1%
96 RTX 0.24% 218,049 $40M $183.40 $21M +106,505 +95.5%
97 HD 0.22% 110,112 $38M $344.10 -$14M -18,804 -14.6%
98 SPGI 0.22% 72,296 $38M $522.61 $3M +1,460 +2.1%
99 AZBJ 0.22% 1,014,747 $38M $37.01 $2M +22,853 +2.3%
100 MO 0.22% 642,015 $37M $57.66 -$7M -18,864 -2.9%

Options Breakdown

0 Calls $0 Call Value 1 Puts $3K Put Value

Top Puts

SymbolSharesValueStatus
SPY 400 $3K NEW

New Positions

SymbolValue% Port
DOV $25M 0.15%
CHD $22M 0.13%
AGEM $17M 0.10%
SIXZ $16M 0.10%
FOXY $11M 0.07%
L $5M 0.03%
MAT $5M 0.03%
PSQA $5M 0.03%
SOXY $4M 0.03%
INCY $3M 0.02%
TOTB.DE $2M 0.01%
CDE $2M 0.01%
TCAF $2M 0.01%
SMA $2M 0.01%
GSST $2M 0.01%

Sold Out Positions

SymbolValue% Port
UI —%
FPI —%
ARE —%
STLA —%
AMH —%
ADC —%
ALLY —%
AIT —%
ACM —%
LXP —%
MHK —%
KD —%
UL —%
ELS —%
G —%
View SEC EDGAR Filings for AE Wealth Management LLC →

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