HoldingsChannel.com
AE Wealth Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 981,407 +514,184 $264,146
     VOO981,407+514,184$264,146
ISHARES TR (IWY) 1,186,730 +660,561 $101,821
     IWY1,186,730+660,561$101,821
ISHARES TR (IVV) 295,698 +179,025 $87,157
     IVV295,698+179,025$87,157
ISHARES TR (IWX) 1,521,985 +840,910 $82,248
     IWX1,521,985+840,910$82,248
VANGUARD TAX MANAGED INTL FD (VEA) 1,785,751 +940,947 $74,484
     VEA1,785,751+940,947$74,484
APPLE INC 345,304 +190,109 $68,343
     AAPL345,304+190,109$68,343
ISHARES TR (USIG) 1,140,875 +671,048 $65,110
     USIG1,140,875+671,048$65,110
VANGUARD SCOTTSDALE FDS (VMBS) 1,164,022 +699,822 $61,495
     VMBS1,164,022+699,822$61,495
ISHARES TR (EFV) 919,757 +520,218 $44,213
     EFV919,757+520,218$44,213
ISHARES TR (TLT) 317,637 +192,953 $42,185
     TLT317,637+192,953$42,185
ISHARES INC (IEMG) 803,914 +463,609 $41,353
     IEMG803,914+463,609$41,353
ISHARES TR (SCZ) 678,265 +380,796 $38,932
     SCZ678,265+380,796$38,932
ISHARES TR (USMV) 585,138 +269,483 $36,121
     USMV585,138+269,483$36,121
ISHARES TR (IWS) 403,789 +217,815 $35,990
     IWS403,789+217,815$35,990
SPDR INDEX SHS FDS (WDIV) 528,428 +276,259 $35,664
     WDIV528,428+276,259$35,664
SPDR SERIES TRUST (SPSM) 1,159,672 +622,212 $35,532
     SPSM1,159,672+622,212$35,532
ISHARES TR (EFG) 436,238 +224,186 $35,235
     EFG436,238+224,186$35,235
ISHARES TR (ITOT) 522,956 +247,673 $34,845
     ITOT522,956+247,673$34,845
VANGUARD SCOTTSDALE FDS (VGSH) 569,818 +391,136 $34,719
     VGSH569,818+391,136$34,719
FIRST TR EXCHANGE TRADED FD (FGD) 1,503,883 +888,297 $34,589
     FGD1,503,883+888,297$34,589
ISHARES TR (AGG) 290,035 +206,990 $32,295
     AGG290,035+206,990$32,295
VANECK VECTORS ETF TR (ANGL) 1,071,056 +394,696 $31,382
     ANGL1,071,056+394,696$31,382
MICROSOFT CORP 230,670 +78,067 $30,901
     MSFT230,670+78,067$30,901
GLOBAL X FDS 1,342,123 +796,917 $30,399
     DIV1,342,123+796,917$30,399
ISHARES TR (IWP) 212,849 +116,938 $30,350
     IWP212,849+116,938$30,350
INVESCO QQQ TR 155,861 +72,364 $29,105
     QQQ155,861+72,364$29,105
VANGUARD WHITEHALL FDS INC (VYM) 311,283 +182,093 $27,200
     VYM311,283+182,093$27,200
VANGUARD SCOTTSDALE FDS (VGIT) 404,692 +224,882 $26,698
     VGIT404,692+224,882$26,698
AMAZON COM INC 13,932 +8,461 $26,381
     AMZN13,932+8,461$26,381
FIDELITY 512,419 +304,480 $26,159
     FBND512,419+304,480$26,159
SPDR INDEX SHS FDS (EDIV) 748,080 +489,749 $24,402
     EDIV748,080+489,749$24,402
ISHARES TR (SHY) 277,500 +267,103 $23,526
     SHY277,500+267,103$23,526
ACCENTURE PLC IRELAND 116,420 +113,766 $21,511
     ACN116,420+113,766$21,511
JP MORGAN EXCHANGE TRADED FD (JPST) 413,065 +267,089 $20,814
     JPST413,065+267,089$20,814
SPDR S&P 500 ETF TR (SPY) 69,892 +38,606 $20,478
     SPY69,892+38,606$20,478
EXXON MOBIL CORP 255,123 +76,957 $19,550
     XOM255,123+76,957$19,550
AT&T INC 579,549 +229,871 $19,421
     T579,549+229,871$19,421
ISHARES US ETF TR (NEAR) 381,107 +304,037 $19,181
     NEAR381,107+304,037$19,181
FIDELITY 551,160 +315,877 $19,115
     FQAL551,160+315,877$19,115
INVESCO EXCHANGE TRADED FD T (RSP) 172,173 +8,423 $18,560
     RSP172,173+8,423$18,560
CHEVRON CORP NEW 149,073 +58,180 $18,551
     CVX149,073+58,180$18,551
ISHARES TR (FLOT) 345,843 +263,542 $17,614
     FLOT345,843+263,542$17,614
BERKSHIRE HATHAWAY INC DEL      $17,445
     BRK.B69,890+45,467$14,898
     BRK.A8+4$2,547
VISA INC 100,040 +81,747 $17,362
     V100,040+81,747$17,362
VANGUARD INDEX FDS (VUG) 104,495 +23,015 $17,073
     VUG104,495+23,015$17,073
HOME DEPOT INC 78,857 +29,534 $16,400
     HD78,857+29,534$16,400
SPDR GOLD TRUST (GLD)      $15,990
     GLD120,030+71,531$15,988
     Call100+100$2
VANGUARD INTL EQUITY INDEX F (VWO) 371,421 +221,590 $15,797
     VWO371,421+221,590$15,797
ISHARES TR (GOVT) 576,888 +534,578 $14,892
     GOVT576,888+534,578$14,892
ISHARES TR (IVW) 78,961 +33,522 $14,153
     IVW78,961+33,522$14,153

See Full List: All Stocks Held By AE Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By AE Wealth Management LLC

Size ($ in 1000's)
At 06/30/2019: $3,328,962
At 03/31/2019: $1,439,162

AE Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from AE Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

AE Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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