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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

AE Wealth Management LLC INSTITUTION : AE Wealth Management LLC
AE Wealth Management LLC Portfolio (reported on 2020-05-07)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (SHORT TREAS BD) SHV 261,847,000 2,358,557 6.01%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 237,508,000 1,002,905 5.45%
ISHARES TR    (RUS TP200 GR ETF) IWY 107,731,000 1,279,317 2.47%
APPLE INC    (COM) AAPL 103,224,000 405,930 2.37%
ISHARES TR    (20 YR TR BD ETF) TLT 93,531,000 566,957 2.14%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 83,947,000 1,189,898 1.92%
ISHARES TR    (CORE S&P500 ETF) IVV 72,941,000 282,279 1.67%
ISHARES TR    (RUS TP200 VL ETF) IWX 72,781,000 1,649,998 1.67%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 69,798,000 1,280,688 1.60%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 63,777,000 1,912,924 1.46%
ISHARES TR    (USD INV GRDE ETF) CFT 62,761,000 1,120,331 1.44%
MICROSOFT CORP    (COM) MSFT 50,761,000 321,864 1.16%
INVESCO QQQ TR    (UNIT SER 1) 50,485,000 265,150 1.16%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 48,532,000 309,731 1.11%
ISHARES TR    (US TREAS BD ETF) GOVT 47,525,000 1,696,718 1.09%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 47,511,000 762,128 1.09%
ISHARES INC    (CORE MSCI EMKT) IEMG 41,468,000 1,024,656 0.95%
ISHARES TR    (1 3 YR TREAS BD) SHY 39,713,000 458,208 0.91%
ISHARES TR    (EAFE VALUE ETF) EFV 39,574,000 1,108,817 0.90%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 39,158,000 767,808 0.89%
SPDR GOLD TRUST    (GOLD SHS) GLD 36,358,000 245,577 0.83%
ISHARES TR    (RUS MDCP VAL ETF) IWS 36,098,000 563,238 0.82%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 33,903,000 682,562 0.77%
SPDR SER TR    (BLOOMBERG SRT TR) SJNK 33,742,000 1,432,178 0.77%
AMAZON COM INC    (COM) AMZN 32,322,000 16,578 0.74%
SPDR SER TR    (SSGA US LRG ETF) LGLV 30,759,000 339,505 0.70%
ISHARES TR    (EAFE GRWTH ETF) EFG 29,670,000 417,241 0.68%
FIRST TR EXCHANGE-TRADED FD    (FIRST TR ENH NEW) FTSM 28,080,000 475,688 0.64%
SPDR SER TR    (PORTFOLIO S&P600) TWOK 26,780,000 1,226,195 0.61%
ISHARES TR    (EAFE SML CP ETF) SCZ 26,636,000 594,158 0.61%
ISHARES TR    (CORE S&P TTL STK) ISI 26,462,000 462,547 0.60%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 26,277,000 541,905 0.60%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 24,471,000 684,704 0.56%
ISHARES TR    (RUS MD CP GR ETF) IWP 23,997,000 197,360 0.55%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 22,981,000 89,162 0.52%
VISA INC    (COM CL A) V 21,911,000 135,993 0.50%
AT&T INC    (COM) T 21,404,000 734,259 0.49%
ISHARES TR    (IBOXX INV CP ETF) LQD 20,115,000 162,858 0.46%
VANGUARD SCOTTSDALE FDS    (LONG TERM TREAS) VGLT 19,512,000 193,165 0.44%
SPDR INDEX SHS FDS    (S&P GLBDIV ETF) WDIV 18,846,000 393,117 0.43%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 18,592,000 152,481 0.42%
PROCTER & GAMBLE CO    (COM) PG 18,438,000 167,619 0.42%
ISHARES TR    (CORE US AGGBD ET) AGG 18,097,000 156,859 0.41%
HOME DEPOT INC    (COM) HD 18,045,000 96,648 0.41%
FIRST TR EXCHANGE TRADED FD    (DJ GLBL DIVID) FGD 18,042,000 1,133,274 0.41%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 18,004,000 536,631 0.41%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 17,900,000 109,640 0.41%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 17,621,000 249,057 0.40%
ISHARES TR    (MSCI MIN VOL ETF) USMV 17,164,000 317,799 0.39%
VANECK VECTORS ETF TR    (FALLEN ANGEL HG) 16,057,000 634,656 0.36%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 15,938,000 468,618 0.36%
VERIZON COMMUNICATIONS INC    (COM) VZ 15,911,000 296,125 0.36%
ISHARES TR    (TRS FLT RT BD) TFLO 15,886,000 315,705 0.36%
ISHARES TR    (RUSSELL 2000 ETF) IWM 15,832,000 138,321 0.36%
GLOBAL X FDS    (GLOBX SUPDV US) DIV 15,688,000 1,217,995 0.36%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 15,665,000 85,678 0.36%
JOHNSON & JOHNSON    (COM) JNJ 14,803,000 112,884 0.34%
EXXON MOBIL CORP    (COM) XOM 14,774,000 389,101 0.33%
WALMART INC    (COM) WMT 14,616,000 128,643 0.33%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 14,452,000 321,303 0.33%
DISNEY WALT CO    (COM DISNEY) DIS 14,371,000 148,772 0.33%
UNITEDHEALTH GROUP INC    (COM) UNH 14,073,000 56,433 0.32%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 14,044,000 266,439 0.32%
ISHARES TR    (CORE S&P MCP ETF) IJH 13,936,000 96,869 0.32%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 13,821,000 164,499 0.31%
ISHARES TR    (NATIONAL MUN ETF) MUB 13,655,000 120,826 0.31%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 13,651,000 493,161 0.31%
CHEVRON CORP NEW    (COM) CVX 13,630,000 188,101 0.31%
SPDR INDEX SHS FDS    (S&P EM MKT DIV) EDIV 13,313,000 599,696 0.30%
ISHARES TR    (USA MOMENTUM FCT) 13,231,000 124,259 0.30%
WISDOMTREE TR    (YIELD ENHANCD US) 13,006,000 251,811 0.29%
JPMORGAN CHASE & CO    (COM) JPM 12,782,000 141,972 0.29%
ISHARES TR    (IBOXX HI YD ETF) HYG 12,314,000 159,777 0.28%
ISHARES TR    (CORE HIGH DV ETF) HDV 12,286,000 171,713 0.28%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 HY) 11,734,000 541,728 0.26%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 11,479,000 164,344 0.26%
FIRST TR EXCHANGE-TRADED FD    (CAP STRENGTH ETF) FDV 11,361,000 228,585 0.26%
ABBVIE INC    (COM) ABBV 11,336,000 148,784 0.26%
SPDR SER TR    (PRTFLO S&P500 VL) ELV 11,180,000 432,658 0.25%
ISHARES TR    (CORE MSCI EAFE) IEFA 11,030,000 221,094 0.25%
PEPSICO INC    (COM) PEP 10,911,000 90,852 0.25%
ISHARES TR    (SH TR CRPORT ETF) CSJ 10,897,000 208,117 0.25%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 10,762,000 88,594 0.24%
CISCO SYS INC    (COM) CSCO 10,670,000 271,439 0.24%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 HY) 10,260,000 463,407 0.23%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 10,256,000 79,560 0.23%
DUKE ENERGY CORP NEW    (COM NEW) DUK 10,098,000 124,856 0.23%
ISHARES TR    (3 7 YR TREAS BD) IEI 10,029,000 75,214 0.23%
ISHARES TR    (FLTG RATE NT ETF) FLOT 9,914,000 203,404 0.22%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 9,879,000 120,207 0.22%
VANGUARD INDEX FDS    (VALUE ETF) VTV 9,878,000 110,918 0.22%
FACEBOOK INC    (CL A) FB 9,638,000 57,785 0.22%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 9,554,000 75,178 0.21%
MERCK & CO. INC    (COM) MRK 9,520,000 123,730 0.21%
ISHARES TR    (S&P 500 GRWT ETF) IVW 9,370,000 56,771 0.21%
LOCKHEED MARTIN CORP    (COM) LMT 9,308,000 27,460 0.21%
PFIZER INC    (COM) PFE 9,112,000 279,168 0.20%
COCA COLA CO    (COM) KO 9,066,000 204,877 0.20%
ISHARES TR    (CORE 1 5 YR USD) ISTB 8,916,000 176,547 0.20%
INVESCO ACTIVELY MANAGED ETF    (ULTRA SHRT DUR) 8,902,000 180,523 0.20%
SPDR SER TR    (PORTFOLIO SH TSR) SST 8,809,000 286,749 0.20%
MCDONALDS CORP    (COM) MCD 8,750,000 52,921 0.20%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 8,609,000 40,627 0.19%
BOEING CO    (COM) BA 8,551,000 57,337 0.19%
ISHARES TR    (CORE S&P SCP ETF) IJR 8,459,000 150,759 0.19%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 8,438,000 104,993 0.19%
INTEL CORP    (COM) INTC 8,279,000 152,974 0.19%
ALPHABET INC    (CAP STK CL A) GOOGL 8,176,000 7,036 0.18%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 7,976,000 141,770 0.18%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 7,876,000 52,405 0.18%
WISDOMTREE TR    (US HGH YLD CORP) 7,737,000 173,077 0.17%
FIRST TR EXCHANGE-TRADED FD    (SENIOR LN FD) FTSL 7,676,000 183,675 0.17%
NVIDIA CORP    (COM) NVDA 7,664,000 29,074 0.17%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 7,584,000 266,485 0.17%
DOMINION ENERGY INC    (COM) D 7,561,000 104,741 0.17%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 7,469,000 87,508 0.17%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 7,370,000 128,144 0.16%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 7,304,000 81,769 0.16%
ISHARES INC    (JP MRGN EM HI BD) EMHY 7,223,000 189,967 0.16%
THE TRADE DESK INC    (COM CL A) 7,188,000 37,244 0.16%
BK OF AMERICA CORP    (COM) BAC 7,160,000 337,276 0.16%
FIRST TR EXCHANGE-TRADED FD    (DJ INTERNT IDX) FDN 7,157,000 57,843 0.16%
WISDOMTREE TR    (US LARGECAP FUND) EPS 7,054,000 250,947 0.16%
ISHARES TR    (INTRM TR CRP ETF) CIU 6,998,000 127,420 0.16%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 6,981,000 67,523 0.16%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 6,970,000 62,835 0.16%
ISHARES TR    (USA QUALITY FCTR) QUAL 6,871,000 84,785 0.15%
FIRST TR EXCH TRADED FD III    (MANAGD MUN ETF) FMB 6,811,000 125,967 0.15%
COSTCO WHSL CORP NEW    (COM) COST 6,803,000 23,861 0.15%
GLOBAL X FDS    (US PFD ETF) 6,773,000 309,559 0.15%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 6,742,000 76,117 0.15%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 6,740,000 85,211 0.15%
ISHARES TR    (RUS MID CAP ETF) IWR 6,616,000 153,264 0.15%
NEXTERA ENERGY INC    (COM) NEE 6,610,000 27,471 0.15%
ALPHABET INC    (CAP STK CL C) GOOG 6,581,000 5,660 0.15%
SOUTHERN CO    (COM) SO 6,522,000 120,474 0.14%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 6,508,000 29,684 0.14%
UNITED PARCEL SERVICE INC    (CL B) UPS 6,339,000 67,855 0.14%
ISHARES TR    (NASDAQ BIOTECH) IBB 6,314,000 58,607 0.14%
CATERPILLAR INC DEL    (COM) CAT 6,068,000 52,293 0.13%
ISHARES TR    (CORE TOTAL USD) IUSB 5,978,000 113,871 0.13%
SHOPIFY INC    (CL A) 5,962,000 14,300 0.13%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 5,925,000 42,994 0.13%
WISDOMTREE TR    (US CORP BOND FD) 5,924,000 117,058 0.13%
AMGEN INC    (COM) AMGN 5,913,000 29,167 0.13%
VANGUARD ADMIRAL FDS INC    (500 GRTH IDX F) VOOG 5,908,000 39,689 0.13%
ISHARES TR    (SELECT DIVID ETF) DVY 5,597,000 76,115 0.12%
FIRST TR EXCHANGE-TRADED FD    (LUNT US FACTOR) 5,526,000 311,861 0.12%
PINTEREST INC    (CL A) 5,512,000 357,006 0.12%
MASTERCARD INC    (CL A) MA 5,458,000 22,596 0.12%
QUALCOMM INC    (COM) QCOM 5,456,000 80,653 0.12%
VANGUARD SCOTTSDALE FDS    (LG-TERM COR BD) VCLT 5,425,000 55,858 0.12%
ISHARES TR    (MSCI ACWI ETF) ACWI 5,251,000 83,925 0.12%
VANGUARD WORLD FDS    (CONSUM DIS ETF) VCR 5,250,000 36,120 0.12%
ADVISORSHARES TR    (NEWFLT MULSINC) MINC 5,214,000 115,652 0.11%
PHILIP MORRIS INTL INC    (COM) PM 5,203,000 71,312 0.11%
TJX COS INC NEW    (COM) TJX 5,143,000 107,562 0.11%
ISHARES TR    (CORE S&P US GWT) IWZ 5,139,000 90,022 0.11%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 5,134,000 58,947 0.11%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 5,130,000 52,303 0.11%
ISHARES TR    (CORE LT USDB ETF) GLJ 5,119,000 71,865 0.11%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 5,098,000 91,466 0.11%
ALTRIA GROUP INC    (COM) MO 5,033,000 130,149 0.11%
WISDOMTREE TR    (US MIDCAP DIVID) DON 4,923,000 203,774 0.11%
COMCAST CORP NEW    (CL A) CMCSA 4,878,000 141,889 0.11%
WISDOMTREE TR    (US QTLY DIV GRT) DGRW 4,873,000 125,246 0.11%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 4,836,000 24,867 0.11%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 4,836,000 60,713 0.11%
ADOBE INC    (COM) ADBE 4,836,000 15,196 0.11%
CITIGROUP INC    (COM NEW) C 4,782,000 113,529 0.10%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 4,782,000 334,407 0.10%
ARK ETF TR    (INNOVATION ETF) ARKK 4,774,000 108,504 0.10%
TWO RDS SHARED TR    (ANFIELD CAP DI) 4,746,000 655,459 0.10%
FIRST TR EXCHANGE TRADED FD    (CLOUD COMPUTING) SKYY 4,710,000 86,442 0.10%
ISHARES TR    (JPMORGAN USD EMG) EMB 4,705,000 48,664 0.10%
MEDTRONIC PLC    (SHS) MDT 4,647,000 51,533 0.10%
FISERV INC    (COM) FISV 4,628,000 48,722 0.10%
PROSHARES TR    (SHORT S&P 500 NE) 4,611,000 166,719 0.10%
SPDR SER TR    (BLOMBERG BRC INV) FLRN 4,515,000 153,588 0.10%
FIRST TR EXCHANGE TRADED FD    (NASDAQ CYB ETF) 4,492,000 174,316 0.10%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 4,461,000 186,335 0.10%
3M CO    (COM) MMM 4,361,000 31,945 0.10%
ISHARES TR    (ESG MSCI USA ETF) 4,347,000 75,611 0.09%
SPDR SER TR    (BLOOMBERG BRCLYS) 4,341,000 45,820 0.09%
SPDR SER TR    (S&P 400 MDCP GRW) EMG 4,325,000 101,012 0.09%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 4,270,000 84,197 0.09%
BP PLC    (SPONSORED ADR) BP 4,263,000 174,767 0.09%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 4,189,000 76,898 0.09%
ISHARES TR    (CORE INTL AGGR) 4,162,000 76,101 0.09%
KIMBERLY CLARK CORP    (COM) KMB 4,162,000 32,552 0.09%
OSI ETF TR    (OSHARS FTSE US) 4,145,000 142,783 0.09%
PACER FDS TR    (TRENDP US LAR CP) 4,141,000 153,297 0.09%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 4,140,000 46,626 0.09%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 4,133,000 198,518 0.09%
ISHARES TR    (MBS ETF) MBB 4,089,000 37,026 0.09%
INVESCO EXCHANGE TRADED FD T    (DWA MOMENTUM) 4,070,000 75,420 0.09%
FIRST TR EXCHNG TRADED FD VI    (VEST US DEEP) 4,065,000 145,690 0.09%
ISHARES TR    (CORE S&P US VLU) IWW 4,023,000 87,126 0.09%
STARBUCKS CORP    (COM) SBUX 4,021,000 61,168 0.09%
ABBOTT LABS    (COM) ABT 4,000,000 50,688 0.09%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2020-03-31: 4,351,048,000 SEC FILING
* Portfolios do not reflect changes after reporting
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