Ae Wealth Management LLC Portfolio Holdings
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
Ae Wealth Management LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $10.4 Billion distributed in 14866 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $409M, Microsoft Corp with a value of $318M, Nvidia Corp with a value of $308M, Janus Henderson Short Duration with a value of $241M, and Amazon Com Inc with a value of $215M.
Examining the 13F form we can see an increase of $623M in the current position value, from $9.76B to 10.4B.
Below you can find more details about Ae Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$10.4 Billion
ETFs: $5.11 Billion
Technology: $1.56 Billion
Financial Services: $833 Million
Consumer Cyclical: $643 Million
Healthcare: $486 Million
Communication Services: $461 Million
Industrials: $341 Million
Consumer Defensive: $314 Million
Other: $579 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 14,866
- Current Value $10.4 Billion
- Prior Value $9.76 Billion
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 952 stocks
- Additional Purchases 678 stocks
- Sold out of 0 stocks
- Reduced holdings in 480 stocks