HoldingsChannel.com
AE Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 1,018,725 +60,471 $301,339
     VOO1,018,725+60,471$301,339
ISHARES TR (IWY) 1,334,692 +129,144 $128,905
     IWY1,334,692+129,144$128,905
APPLE INC 373,816 +21,830 $109,771
     AAPL373,816+22,430$109,771
VANGUARD TAX MANAGED INTL FD (VEA) 2,177,818 +409,067 $95,955
     VEA2,177,818+409,067$95,955
ISHARES TR (IWX) 1,583,094 +73,418 $92,627
     IWX1,583,094+73,418$92,627
ISHARES TR (IVV) 255,937 +108,536 $82,729
     IVV255,937+108,536$82,729
VANGUARD SCOTTSDALE FDS (VMBS) 1,363,637 +172,638 $72,505
     VMBS1,363,637+172,638$72,505
ISHARES TR (USIG) 1,134,210 +137,997 $66,124
     USIG1,134,210+137,997$66,124
ISHARES TR (TLT) 468,521 +100,488 $63,475
     TLT468,521+100,488$63,475
ISHARES INC (IEMG) 1,122,774 +376,251 $60,360
     IEMG1,122,774+376,251$60,360
ISHARES TR (EFV) 1,121,412 +144,164 $55,992
     EFV1,121,412+144,164$55,992
ISHARES TR (IWS) 566,717 +155,519 $53,708
     IWS566,717+155,519$53,708
INVESCO QQQ TR      $52,265
     QQQ245,824+70,507$52,265
     Call200+200$0
ISHARES TR (AGG) 419,308 +149,555 $47,118
     AGG419,308+149,555$47,118
VANGUARD SCOTTSDALE FDS (VGIT) 668,313 +94,173 $44,042
     VGIT668,313+94,173$44,042
VANGUARD SCOTTSDALE FDS (VGSH) 711,719 +120,598 $43,294
     VGSH711,719+120,598$43,294
MICROSOFT CORP 271,119 +25,884 $42,755
     MSFT271,119+25,884$42,755
SPDR SERIES TRUST (SPSM) 1,305,247 +150,668 $42,590
     SPSM1,305,247+150,668$42,590
ISHARES TR (SCZ) 658,947 +11,145 $41,039
     SCZ658,947+11,145$41,039
ISHARES TR (EFG) 468,796 +19,561 $40,537
     EFG468,796+19,561$40,537
ISHARES TR (ITOT) 551,393 +58,876 $40,081
     ITOT551,393+58,876$40,081
FIRST TR EXCHANGE TRADED FD (FGD) 1,584,922 +143,168 $39,544
     FGD1,584,922+143,168$39,544
SPDR INDEX SHS FDS (WDIV) 552,873 +48,160 $39,500
     WDIV552,873+48,160$39,500
SPDR S&P 500 ETF TR (SPY)      $39,067
     SPY113,459+49,184$36,518
     Call56,100+56,100$2,569
     Put10,400+10,400$20
VANECK VECTORS ETF TRUST (ANGL) 1,242,680 +165,789 $37,094
     ANGL1,242,680+165,789$37,094
GLOBAL X FDS 1,457,055 +173,104 $34,576
     DIV1,457,055+173,104$34,576
VANGUARD INDEX FDS (VUG) 173,950 +43,124 $31,688
     VUG173,950+43,124$31,688
AMAZON COM INC 16,684 +861 $30,828
     AMZN16,684+861$30,828
VANGUARD WHITEHALL FDS INC (VYM) 327,185 +31,028 $30,661
     VYM327,185+31,028$30,661
ISHARES TR (IJH) 146,392 +74,807 $30,130
     IJH146,392+74,807$30,130
ISHARES TR (IWP) 196,902 +19,265 $30,043
     IWP196,902+19,265$30,043
ISHARES TR (GOVT) 1,144,635 +349,754 $29,692
     GOVT1,144,635+349,754$29,692
SPDR GOLD TRUST (GLD) 206,077 +65,317 $29,448
     GLD206,077+65,417$29,448
ISHARES TR (USMV) 432,543 -42,542 $28,375
     USMV432,543-42,542$28,375
SPDR INDEX SHS FDS (EDIV) 810,387 +89,528 $26,013
     EDIV810,387+89,528$26,013
ISHARES TR (MTUM) 206,748 +105,044 $25,959
     MTUM206,748+105,044$25,959
ISHARES TR (QUAL) 252,263 +121,929 $25,479
     QUAL252,263+121,929$25,479
JP MORGAN EXCHANGE TRADED FD (JPST) 504,081 +59,702 $25,421
     JPST504,081+59,702$25,421
AT&T INC 620,784 +68,337 $24,260
     T620,784+68,337$24,260
ISHARES TR (IEFA) 370,254 +195,661 $24,155
     IEFA370,254+195,661$24,155
VANGUARD INTL EQUITY INDEX F (VWO) 529,891 +172,924 $23,564
     VWO529,891+172,924$23,564
ISHARES US ETF TR (NEAR) 453,863 +10,255 $22,807
     NEAR453,863+10,255$22,807
INVESCO EXCHANGE TRADED FD T (RSP) 195,039 +31,356 $22,570
     RSP195,039+31,356$22,570
ACCENTURE PLC IRELAND      $22,486
     ACN106,893+3,090$22,508
     Put6,600UNCH$22
VISA INC 119,514 +12,913 $22,457
     V119,514+12,913$22,457
BERKSHIRE HATHAWAY INC DEL      $21,940
     BRK.B84,871+12,292$19,223
     BRK.A8UNCH$2,717
EXXON MOBIL CORP 297,489 +43,274 $20,759
     XOM297,489+43,274$20,759
CHEVRON CORP NEW 168,418 +21,166 $20,296
     CVX168,418+21,166$20,296
ISHARES TR (IJR) 237,845 +158,089 $19,943
     IJR237,845+158,089$19,943
HOME DEPOT INC 85,044 +6,064 $18,572
     HD85,044+6,064$18,572

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 12/31/2019: $4,608,261
At 09/30/2019: $3,460,779

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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