HoldingsChannel.com
AE Wealth Management LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 467,223 +435,213 $121,263
     VOO467,223+435,213$121,263
ISHARES TR (IWY) 526,169 +513,511 $43,267
     IWY526,169+513,511$43,267
ISHARES TR (IWX) 681,075 +665,067 $35,797
     IWX681,075+665,067$35,797
VANGUARD TAX MANAGED INTL FD (VEA) 844,804 +698,974 $34,527
     VEA844,804+698,974$34,527
ISHARES TR (IVV) 116,673 +80,172 $33,201
     IVV116,673+80,172$33,201
APPLE INC 155,195 +25,222 $29,479
     AAPL155,195+25,222$29,479
ISHARES TR (USIG) 469,827 +463,015 $25,972
     USIG469,827+463,015$25,972
VANGUARD SCOTTSDALE FDS (VMBS) 464,200 +443,176 $24,306
     VMBS464,200+443,176$24,306
ISHARES TR (EFV) 399,539 +389,809 $19,529
     EFV399,539+389,809$19,529
VANECK VECTORS ETF TR (ANGL) 676,360 +442,261 $19,445
     ANGL676,360+442,261$19,445
ISHARES TR (USMV) 315,655 +201,620 $18,561
     USMV315,655+201,620$18,561
MICROSOFT CORP 152,603 +16,880 $17,998
     MSFT152,603+16,880$17,998
ISHARES TR (ITOT) 275,283 +128,996 $17,728
     ITOT275,283+128,996$17,728
ISHARES INC (IEMG) 340,305 +294,647 $17,597
     IEMG340,305+294,647$17,597
INVESCO EXCHANGE TRADED FD T (RSP) 163,750 +105,867 $17,102
     RSP163,750+105,867$17,102
ISHARES TR (SCZ) 297,469 +297,469 $17,087
     SCZ297,469+297,469$17,087
SPDR INDEX SHS FDS (WDIV) 252,169 +206,719 $16,726
     WDIV252,169+206,719$16,726
ISHARES TR (EFG) 212,052 +206,963 $16,423
     EFG212,052+206,963$16,423
SPDR SER TR (SPSM) 537,460 +451,561 $16,247
     SPSM537,460+451,561$16,247
ISHARES TR (IWS) 185,974 +178,253 $16,154
     IWS185,974+178,253$16,154
ISHARES TR (TLT) 124,684 +118,974 $15,765
     TLT124,684+118,974$15,765
INVESCO QQQ TR 83,497 +29,209 $15,001
     QQQ83,497+29,209$15,001
EXXON MOBIL CORP 178,166 +18,464 $14,396
     XOM178,166+18,464$14,396
FIRST TR EXCHANGE TRADED FD (FGD) 615,586 +599,096 $14,349
     FGD615,586+599,096$14,349
ISHARES TR (IWP) 95,911 +89,479 $13,012
     IWP95,911+89,479$13,012
GLOBAL X FDS 545,206 +522,952 $12,987
     DIV545,206+522,952$12,987
VANGUARD INDEX FDS (VUG) 81,480 +22,383 $12,745
     VUG81,480+22,383$12,745
VANGUARD SCOTTSDALE FDS (VGIT) 179,810 +145,572 $11,594
     VGIT179,810+145,572$11,594
CHEVRON CORP NEW 90,893 +6,110 $11,196
     CVX90,893+6,110$11,196
VANGUARD WHITEHALL FDS INC (VYM) 129,190 +111,382 $11,066
     VYM129,190+111,382$11,066
AT&T INC 349,678 +45,862 $10,966
     T349,678+45,862$10,966
VANGUARD SCOTTSDALE FDS (VGSH) 178,682 +175,011 $10,796
     VGSH178,682+175,011$10,796
FIDELITY 207,939 +179,364 $10,389
     FBND207,939+179,364$10,389
AMAZON COM INC 5,471 +959 $9,742
     AMZN5,471+959$9,742
HOME DEPOT INC 49,323 +12,096 $9,465
     HD49,323+12,096$9,465
ISHARES TR (AGG) 83,045 +65,814 $9,058
     AGG83,045+65,814$9,058
SPDR S&P 500 ETF TR (SPY) 31,286 -3,284 $8,838
     SPY31,286-3,284$8,838
SPDR INDEX SHS FDS (EDIV) 258,331 +251,439 $8,174
     EDIV258,331+251,439$8,174
PROCTER AND GAMBLE CO 78,308 +18,473 $8,148
     PG78,308+18,473$8,148
SPDR S&P MIDCAP 400 ETF TR (MDY) 23,477 +10,488 $8,109
     MDY23,477+10,488$8,109
VERIZON COMMUNICATIONS INC 134,867 +9,591 $7,975
     VZ134,867+9,591$7,975
FIDELITY 235,283 +220,260 $7,955
     FQAL235,283+220,260$7,955
ISHARES TR (IVW) 45,439 +21,358 $7,832
     IVW45,439+21,358$7,832
JOHNSON & JOHNSON 55,978 +2,876 $7,825
     JNJ55,978+2,876$7,825
DUKE ENERGY CORP NEW 84,423 +10,064 $7,598
     DUK84,423+10,064$7,598
JP MORGAN EXCHANGE TRADED FD (JPST) 145,976 +110,161 $7,343
     JPST145,976+110,161$7,343
VANGUARD GROUP (VIG) 65,600 +40,634 $7,192
     VIG65,600+40,634$7,192
VANGUARD INDEX FDS (VTI) 46,655 +16,557 $6,751
     VTI46,655+16,557$6,751
VANGUARD INTL EQUITY INDEX F (VWO) 149,831 +109,614 $6,368
     VWO149,831+109,614$6,368
MCDONALDS CORP 32,823 +1,720 $6,233
     MCD32,823+1,720$6,233

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 03/31/2019: $1,439,162
At 12/31/2018: $584,199

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.