• 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 +$1.98B -$769M +$1.21B AAPL, MSFT, NVDA, VNLA, VOO 13F-HR 8/12/2024, 04:07 PM
Q1 2024 1,102 $8.35B +$557M -$11.2B -$10.7B AAPL, MSFT, VOO, VNLA, IVV 13F-HR 5/15/2024, 11:07 AM
Q4 2023 1,961 $19.2B +$3.18B -$2.04B +$1.14B AAPL, MSFT, SPLG, VOO, IVV 13F-HR 2/14/2024, 02:14 PM
Q3 2023 1,925 $16.7B +$1.88B -$1.07B +$817M AAPL, SPLG, MSFT, IVV, VOO 13F-HR 10/11/2023, 04:48 PM
Q2 2023 1,884 $16.6B +$2.51B -$1.9B +$607M AAPL, SPLG, VOO, IVV, MSFT 13F-HR 7/10/2023, 12:03 PM
Q1 2023 1,860 $15.4B +$2.34B -$1.07B +$1.27B AAPL, BIL, SPLG, IVV, VOO 13F-HR 4/14/2023, 01:02 PM
Q4 2022 1,808 $13.8B +$1.71B -$1.09B +$619M BIL, SPLG, AAPL, VOO, IVV 13F-HR 1/31/2023, 11:54 AM
Q3 2022 1,732 $12.6B +$2.37B -$1.28B +$1.1B BIL, VOO, AAPL, SPLG, IVV 13F-HR 10/25/2022, 10:01 AM
Q2 2022 1,707 $12.4B +$2.08B -$1.83B +$253M VOO, AAPL, SPLG, IVV, MSFT 13F-HR 8/3/2022, 09:10 AM
Q1 2022 1,649 $14.5B +$2.58B -$1.37B +$1.21B VOO, AAPL, IVV, SPLG, SPY 13F-HR 4/18/2022, 10:12 AM
Q4 2021 1,683 $14.3B +$2.47B -$938M +$1.53B VOO, AAPL, IVV, IWY, SPY 13F-HR 1/20/2022, 10:45 AM
Q3 2021 1,591 $12.1B +$2.02B -$1.18B +$844M 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 +$844M VOO, AAPL, IWY, TLT, QQQ 13F-HR 4/27/2021, 12:33 PM
Q4 2020 1,342 $8.8B +$1.72B -$479M +$1.24B VOO, AAPL, TLT, QQQ, IWY 13F-HR 2/1/2021, 02:40 PM
Q3 2020 1,257 $6.99B +$1.19B -$776M +$418M VOO, TLT, AAPL, QQQ, IWY 13F-HR 11/6/2020, 11:23 AM
Q2 2020 1,239 $6.45B +$2.16B -$607M +$1.56B VOO, TLT, IWY, AAPL, QQQ 13F-HR 8/5/2020, 11:46 AM
Q1 2020 1,093 $4.34B +$1.11B -$428M +$683M SHV, VOO, IWY, AAPL, TLT 13F-HR 5/7/2020, 11:49 AM
Q4 2019 1,112 $4.59B +$1.07B -$96.4M +$974M VOO, IWY, AAPL, VEA, IWX 13F-HR 1/15/2020, 03:29 PM
Q3 2019 985 $3.46B +$415M -$251M +$164M VOO, IWY, IWX, AAPL, VEA 13F-HR 11/5/2019, 03:35 PM
Q2 2019 964 $3.33B +$1.89B -$20.8M +$1.87B VOO, IWY, IVV, IWX, VEA 13F-HR 7/22/2019, 11:58 AM
Q1 2019 635 $1.44B +$835M -$37.3M +$798M VOO, IWY, IWX, VEA, IVV 13F-HR 5/14/2019, 11:00 AM
Q4 2018 470 $584M +$37M -$1B -$967M AAPL, MSFT, XOM, CVX, IVV 13F-HR 2/14/2019, 05:27 PM
Q3 2018 593 $1.82B +$434M -$118M +$316M VOO, IWY, VEA, IWX, ANGL 13F-HR 11/13/2018, 05:16 PM
Q2 2018 447 $1.47B +$266M -$32.5M +$233M VOO, ANGL, VEA, IWY, TLT 13F-HR 8/14/2018, 06:59 PM
Q1 2018 437 $1.3B +$234M -$38.2M +$196M VOO, ANGL, VEA, TLT, IWY 13F-HR 5/14/2018, 02:52 PM
Q4 2017 415 $1.13B +$204M -$147M +$57.7M VOO, ANGL, VEA, TLT, IWY 13F-HR 2/6/2018, 01:21 PM
Q3 2017 398 $1.08B +$277M -$49.9M +$227M VOO, ANGL, VEA, TLT, IWY 13F-HR 11/8/2017, 12:18 PM
Q2 2017 379 $838M +$359M -$58.7M +$301M VOO, VEA, ANGL, AGG, VMBS 13F-HR 8/11/2017, 05:47 PM
Q1 2017 271 $540M +$290M -$2.48M +$287M VOO, AGG, VEA, HYG, JNKXXXX 13F-HR 5/10/2017, 06:55 PM
Q4 2016 189 $247M AGG, VOO, VEA, IVV, ITOT 13F-HR 2/13/2017, 04:38 PM