Ae Wealth Management LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $11.7 Billion distributed in 18962 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $434M, Microsoft Corp with a value of $409M, Apple Inc. with a value of $370M, Janus Henderson Short Duration with a value of $335M, and Amazon Com Inc with a value of $267M.
Examining the 13F form we can see an increase of $1.3B in the current position value, from $10.4B to 11.7B.
Also it can be appreciated an additional of 146 stocks purchases and 2 closed positions.
Below you can find more details about Ae Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$11.7 Billion
ETFs: $5.47 Billion
Technology: $1.98 Billion
Financial Services: $996 Million
Consumer Cyclical: $700 Million
Communication Services: $626 Million
Healthcare: $466 Million
Consumer Defensive: $424 Million
Industrials: $358 Million
Other: $650 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
