AE Wealth Management LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$83.14M13.76197,705-22.65%-$24.34M1.09
McDonald's Corporation
MCD
$48.94M0.02173,586-23.93%-$15.39M0.64
Chevron Corporation
CVX
$55.75M0.02353,397-35.83%-$31.13M0.73
The Home Depot, Inc.
HD
$59.04M0.02153,906-31.38%-$26.99M0.77
PepsiCo, Inc.
PEP
$38.01M0.02217,214-31.57%-$17.54M0.5
Merck & Co., Inc.
MRK
$51.23M0.02388,266-32.8%-$25.01M0.67
Salesforce, Inc.
CRM
$44.92M0.02149,162-6.49%-$3.12M0.59
The Procter & Gamble Company
PG
$52.01M0.01320,556-43.68%-$40.33M0.68
JPMorgan Chase & Co.
JPM
$73.05M0.01364,693-38.97%-$46.65M0.95
Exxon Mobil Corporation
XOM
$60.23M0.01518,142-48.77%-$57.34M0.79
Johnson & Johnson
JNJ
$41.79M0.01264,179-33.08%-$20.66M0.55
AbbVie Inc.
ABBV
$36.8M0.01202,081-39.05%-$23.57M0.48
UnitedHealth Group Incorporated
UNH
$45.58M0.0192,138-40.34%-$30.82M0.6
Apple Inc.
AAPL
$222.46M0.011.3M-58.63%-$315.21M2.91
Microsoft Corporation
MSFT
$218.02M0.01518,215-53.96%-$255.56M2.85
Amazon.com, Inc.
AMZN
$133.27M0.01738,828-51.83%-$143.4M1.74
Visa Inc.
V
$40.29M0.01144,372-44.6%-$32.44M0.53
Tesla, Inc.
TSLA
$35.78M0.01203,522-44.76%-$28.99M0.47
NVIDIA Corporation
NVDA
$137.32M0.01151,981-57.71%-$187.43M1.79
Meta Platforms, Inc.
META
$71.37M0.01146,975-41.2%-$50.01M0.93
Eli Lilly and Company
LLY
$44.32M0.0156,966-37.94%-$27.09M0.58
Alphabet Inc.
GOOGL
$99.02M0.01656,059-37.26%-$58.81M1.29
JPMorgan Ultra-Short Income ETF
JPST
$41.18M<0.01816,162-58.22%-$57.37M0.54
iShares Core MSCI Emerging Markets ETF
IEMG
$55.02M<0.011.07M-58.77%-$78.42M0.72
iShares 20+ Year Treasury Bond ETF
TLT
$45.51M<0.01480,976-40.18%-$30.57M0.6
Innovator S&P 500 Power Buffer ETF - April New
PAPR
$41.87M<0.011.25M+2,038.83%+$39.91M0.55
Janus Henderson AAA CLO ETF
JAAA
$59.1M<0.011.16M-4.76%-$2.96M0.77
SPDR Portfolio S&P 500 Value ETF
SPYV
$75.74M<0.011.51M-25.22%-$25.54M0.99
Fidelity MSCI Industrials Index ETF
FIDU
$41.08M<0.01605,869+5.96%+$2.31M0.54
iShares Russell Top 200 Growth ETF
IWY
$115.92M<0.01594,181-52.8%-$129.65M1.52
SPDR Portfolio S&P 500 Growth ETF
SPYG
$92.13M<0.011.26M-28.93%-$37.5M1.2
iShares MSCI EAFE Value ETF
EFV
$41.53M<0.01763,350-52.2%-$45.36M0.54
iShares Russell Top 200 Value ETF
IWX
$69.74M<0.01913,786-51.12%-$72.93M0.91
SPDR S&P 500 ETF Trust
SPY
$85.2M<0.01162,883-72.1%-$220.16M1.11
iShares MSCI EAFE Growth ETF
EFG
$54.67M<0.01526,699-46.72%-$47.94M0.71
Vanguard 500 Index Fund
VOO
$196.09M<0.01407,936-53.6%-$226.55M2.56
iShares Russell Mid-Cap Value ETF
IWS
$35.22M<0.01280,990-51.57%-$37.49M0.46
SPDR Portfolio S&P 500 ETF
SPLG
$163.25M<0.012.65M-65.97%-$316.49M2.13
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$35.98M<0.01357,868-7.1%-$2.75M0.47
Janus Henderson Short Duration Income ETF
VNLA
$174.92M<0.013.61M-1.01%-$1.78M2.29
iShares Russell Mid-Cap ETF
IWR
$41.28M<0.01490,875-15.9%-$7.8M0.54
iShares 0-3 Month Treasury Bond ETF
SGOV
$45.17M<0.01448,553-64.56%-$82.27M0.59
Vanguard Mortgage-Backed Securities Index Fund
VMBS
$38.82M<0.01851,038-63.31%-$66.99M0.51
iShares S&P 500 Growth ETF
IVW
$38.45M<0.01455,407+24.03%+$7.45M0.5
iShares MSCI USA Quality Factor ETF
QUAL
$81.12M<0.01493,568-15.35%-$14.71M1.06
Vanguard Short-Term Treasury Index Fund
VGSH
$58.45M<0.011.01M-53.95%-$68.47M0.76
iShares Core S&P 500 ETF
IVV
$165.83M<0.01315,421-56.24%-$213.15M2.17
Invesco QQQ Trust
QQQ
$42.3M<0.0195,263-87.47%-$295.35M0.55
iShares Core 10+ Year USD Bond ETF
ILTB
$40.86M<0.01799,375+11.83%+$4.32M0.53
Innovator S&P 500 Power Buffer ETF - March
PMAR
$47.29M<0.011.28M+1,902.76%+$44.93M0.62