AE Wealth Management LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$19.6B

Holdings

2,035

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (2,035 positions)

#StockSharesValue% PortfolioType
401
SPDSIMPLIFY EXCHANGE TRADED FUN
331,871$9K0.00%
402
QYLDGLOBAL X FDS
564,488$9K0.00%
403
DDWMWISDOMTREE TR
285,269$9K0.00%
404
VYMIVANGUARD WHITEHALL FDS
147,157$9K0.00%
405
ODFLOLD DOMINION FREIGHT LINE IN
24,044$9K0.00%
406
KLACKLA CORP
15,742$9K0.00%
407
SPGPINVESCO EXCHANGE TRADED FD T
99,116$9K0.00%
408
MCKMCKESSON CORP
19,090$9K0.00%
409
IFRAISHARES TR
252,048$9K0.00%
410
IBTEISHARES TR
388,319$9K0.00%
411
MUMICRON TECHNOLOGY INC
113,323$9K0.00%
412
EPDENTERPRISE PRODS PARTNERS L
386,357$9K0.00%Call
413
CNPCENTERPOINT ENERGY INC
342,617$9K0.00%
414
CXRNLISTED FD TR
273,648$9K0.00%
415
SPLVINVESCO EXCH TRADED FD TR II
150,234$9K0.00%
416
DHRDANAHER CORPORATION
38,709$9K0.00%
417
MARMARRIOTT INTL INC NEW
39,985$9K0.00%
418
NEMNEWMONT CORP
249,424$8K0.00%
419
OKTAOKTA INC
101,324$8K0.00%
420
UAUGINNOVATOR ETFS TR
281,717$8K0.00%
421
MLNVANECK ETF TRUST
458,770$8K0.00%
422
DFSDDIMENSIONAL ETF TRUST
176,027$8K0.00%
423
PDIPIMCO DYNAMIC INCOME FD
447,562$8K0.00%
424
XLRESELECT SECTOR SPDR TR
215,856$8K0.00%
425
EOGEOG RES INC
76,694$8K0.00%
426
ESGUISHARES TR
81,331$8K0.00%
427
FBNDFIDELITY MERRIMACK STR TR
185,753$8K0.00%
428
SPMBSPDR SER TR
396,923$8K0.00%
429
SEPTAIM ETF PRODUCTS TRUST
315,072$8K0.00%
430
VFHVANGUARD WORLD FDS
90,906$8K0.00%
431
AVIGAMERICAN CENTY ETF TR
211,663$8K0.00%
432
PHPARKER-HANNIFIN CORP
18,631$8K0.00%
433
GGGGRACO INC
97,445$8K0.00%
434
DIHPDIMENSIONAL ETF TRUST
333,404$8K0.00%
435
EMBISHARES TR
101,413$8K0.00%
436
LVLNSPDR SER TR
162,834$8K0.00%
437
PLTRPALANTIR TECHNOLOGIES INC
535,883$8K0.00%
438
XLUSELECT SECTOR SPDR TR
140,121$8K0.00%
439
XLYSELECT SECTOR SPDR TR
48,160$8K0.00%
440
IYJISHARES TR
75,298$8K0.00%
441
ADPAUTOMATIC DATA PROCESSING IN
34,602$8K0.00%
442
PSXPHILLIPS 66
58,018$8K0.00%
443
GDGENERAL DYNAMICS CORP
32,313$8K0.00%
444
EFAISHARES TR
118,455$8K0.00%
445
CWBSPDR SER TR
118,535$8K0.00%
446
HUMHUMANA INC
24,757$8K0.00%
447
UBERUBER TECHNOLOGIES INC
134,017$8K0.00%
448
SNPSSYNOPSYS INC
16,115$8K0.00%
449
PNCPNC FINL SVCS GROUP INC
57,766$8K0.00%
450
SBUXSTARBUCKS CORP
96,443$8K0.00%
451
QQEWFIRST TR NAS100 EQ WEIGHTED
74,703$8K0.00%
452
BINCBLACKROCK ETF TRUST II
170,303$8K0.00%
453
SEPWAIM ETF PRODUCTS TRUST
316,677$8K0.00%
454
TMUST-MOBILE US INC
53,296$8K0.00%
455
AOMISHARES TR
191,605$7K0.00%
456
XSOEWISDOMTREE TR
273,199$7K0.00%
457
EDOWFIRST TR EXCHANGE TRADED FD
238,259$7K0.00%
458
BLVVANGUARD BD INDEX FDS
104,967$7K0.00%
459
WMBWILLIAMS COS INC
216,695$7K0.00%
460
XFEBFIRST TR EXCHNG TRADED FD VI
206,036$7K0.00%
461
VONGVANGUARD SCOTTSDALE FDS
89,401$7K0.00%
462
HCAHCA HEALTHCARE INC
26,415$7K0.00%
463
ELVELEVANCE HEALTH INC
16,044$7K0.00%
464
DWDMORGAN STANLEY
83,175$7K0.00%
465
WTSWATTS WATER TECHNOLOGIES INC
36,017$7K0.00%
466
EGPEASTGROUP PPTYS INC
40,789$7K0.00%
467
DYHTARGET CORP
51,295$7K0.00%
468
QTECFIRST TR NASDAQ 100 TECH IND
38,702$7K0.00%
469
LQDISHARES TR
72,468$7K0.00%
470
GDXVANECK ETF TRUST
282,335$7K0.00%
471
UCONFIRST TR EXCHNG TRADED FD VI
314,072$7K0.00%
472
PXDEURPIONEER NAT RES CO
32,790$7K0.00%
473
IJKISHARES TR
94,681$7K0.00%
474
GJANFIRST TR EXCHNG TRADED FD VI
224,670$7K0.00%
475
CHRWC H ROBINSON WORLDWIDE INC
89,313$7K0.00%
476
PSEPINNOVATOR ETFS TR
203,155$7K0.00%
477
MDLZMONDELEZ INTL INC
97,469$7K0.00%
478
IYCISHARES TR
97,164$7K0.00%
479
XFEBFIRST TR EXCH TRADED FD III
424,779$7K0.00%
480
FERGFERGUSON PLC NEW
39,244$7K0.00%
481
SPHYSPDR SER TR
313,859$7K0.00%
482
BITOPROSHARES TR
362,159$7K0.00%
483
SMCIUSDSUPER MICRO COMPUTER INC
16,139$7K0.00%
484
ETNEATON CORP PLC
32,038$7K0.00%
485
FISVFISERV INC
53,255$7K0.00%
486
LGLVSPDR SER TR
53,295$7K0.00%
487
FTAFIRST TR LRG CP VL ALPHADEX
102,655$7K0.00%
488
TJULINNOVATOR ETFS TR
283,019$7K0.00%
489
ATRAPTARGROUP INC
58,183$7K0.00%
490
ENBENBRIDGE INC
193,804$6K0.00%
491
HYGVFLEXSHARES TR
154,185$6K0.00%
492
RRYDER SYS INC
55,703$6K0.00%
493
SOXXISHARES TR
11,147$6K0.00%
494
TPHTRI POINTE HOMES INC
177,265$6K0.00%
495
FLTRVANECK ETF TRUST
240,985$6K0.00%
496
VCRVANGUARD WORLD FDS
22,403$6K0.00%
497
IQVIQVIA HLDGS INC
29,280$6K0.00%
498
XYLDGLOBAL X FDS
170,123$6K0.00%
499
FTECFIDELITY COVINGTON TRUST
42,006$6K0.00%
500
SRLNSSGA ACTIVE ETF TR
151,940$6K0.00%
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