Ae Wealth Management LLC Portfolio Holdings
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
Ae Wealth Management LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $13.5 Billion distributed in 23163 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $522M, Apple Inc. with a value of $512M, Microsoft Corp with a value of $456M, Janus Henderson Short Duration with a value of $351M, and Spdr Portfolio with a value of $315M.
Examining the 13F form we can see an increase of $1.74B in the current position value, from $11.7B to 13.5B.
Below you can find more details about Ae Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$13.5 Billion
ETFs: $6.11 Billion
Technology: $2.43 Billion
Financial Services: $1.14 Billion
Consumer Cyclical: $834 Million
Communication Services: $730 Million
Healthcare: $541 Million
Consumer Defensive: $470 Million
Industrials: $411 Million
Other: $756 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 23,163
- Current Value $13.5 Billion
- Prior Value $11.7 Billion
- Filing
- Period Q3 2025
- Filing Date November 03, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 247 stocks
- Additional Purchases 1,100 stocks
- Sold out of 0 stocks
- Reduced holdings in 678 stocks