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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 $11,787,939,978
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,631,483 $408,555,341 3.46%
2.
Microsoft Corp
 MSFT 754,812 $318,153,884 2.69%
3.
Nvidia Corp
 NVDA 2,293,255 $307,961,509 2.61%
4.
Janus Detroit Str Tr - HENDRSN SHRT ETF
 4,934,302 $241,336,770 2.04%
5.
Amazon Com Inc
 AMZN 980,657 $215,145,950 1.82%
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)