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Home > Institutional Investor > Ae Wealth Management Llc > Profile

Instuitional Investor - Ae Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Ae Wealth Management Llc
Portfolio Value $11,891,319,324
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,694,316 $376,358,351 3.16%
2.
Microsoft Corp
 MSFT 818,083 $307,100,512 2.58%
3.
Janus Detroit Str Tr - HENDRSN SHRT ETF
 5,898,675 $289,919,748 2.44%
4.
Nvidia Corp
 NVDA 2,525,842 $273,750,986 2.3%
5.
Amazon Com Inc
 AMZN 1,026,775 $195,354,170 1.64%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)