IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

AE Wealth Management LLC

Q1 2020 Holdings

Filed 2020-05-07 | 1216 holdings | $86.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Medtronic PLC(MDT)SHSG5960L103$4.6K51,5330.0%
Ishares TR(EMB)JPMORGAN USD EMG464288281$4.7K48,6640.0%
First TR Exchange Traded FD(SKYY)CLOUD COMPUTING33734X192$4.7K86,4420.0%
Two RDS Shared TRANFIELD CAP DI90213U115$4.7K655,4590.0%
Enterprise Prods Partners L(EPD)COM293792107$4.8K334,4070.0%
Citigroup Inc(C)COM NEW172967424$4.8K113,5290.0%
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$4.8K60,7130.0%
Wisdomtree TR(DGRW)US QTLY DIV GRT97717X669$4.9K125,2460.0%
Comcast Corp New(CMCSA)CL A20030N101$4.9K141,8890.0%
Wisdomtree TR(DON)US MIDCAP DIVID97717W505$4.9K203,7740.0%
Altria Group Inc(MO)COM02209S103$5.0K130,1490.0%
Bristol-Myers Squibb Co(BMY)COM110122108$5.1K91,4660.0%
Ishares TR(ILTB)CORE LT USDB ETF464289479$5.1K71,8650.0%
Select Sector Spdr TR(XLY)SBI CONS DISCR81369Y407$5.1K52,3030.0%
Vanguard Scottsdale FDS(VCIT)INT-TERM CORP92206C870$5.1K58,9470.0%
Ishares TR(IUSG)CORE S&P US GWT464287671$5.1K90,0220.0%
TJX COS Inc New(TJX)COM872540109$5.1K107,5620.0%
Philip Morris Intl Inc(PM)COM718172109$5.2K71,3120.0%
Advisorshares TRNEWFLT MULSINC00768Y727$5.2K115,6520.0%
Vanguard World FDS(VCR)CONSUM DIS ETF92204A108$5.3K36,1200.0%
Ishares TR(ACWI)MSCI ACWI ETF464288257$5.3K83,9250.0%
Vanguard Scottsdale FDS(VCLT)LG-TERM COR BD92206C813$5.4K55,8580.0%
Qualcomm Inc(QCOM)COM747525103$5.5K80,6530.0%
Mastercard Inc(MA)CL A57636Q104$5.5K22,5960.0%
Pinterest Inc(PINS)CL A72352L106$5.5K357,0060.0%
First TR Exchange-Traded FD(FCTR)LUNT US FACTOR33733E872$5.5K311,8610.0%
Ishares TR(DVY)SELECT DIVID ETF464287168$5.6K76,1150.0%
Vanguard Admiral FDS Inc(VOOG)500 GRTH IDX F921932505$5.9K39,6890.0%
Amgen Inc(AMGN)COM031162100$5.9K29,1670.0%
Wisdomtree TR(QIG)US CORP BOND FD97717X198$5.9K117,0580.0%
Vanguard World FDS(VDC)CONSUM STP ETF92204A207$5.9K42,9940.0%
Shopify Inc(SHOP)CL A82509L107$6.0K14,3000.0%
Ishares TR(IUSB)CORE TOTAL USD46434V613$6.0K113,8710.0%
Caterpillar Inc del(CAT)COM149123101$6.1K52,2930.0%
Ishares TR(IBB)NASDAQ BIOTECH464287556$6.3K58,6070.0%
United Parcel Service Inc(UPS)CL B911312106$6.3K67,8550.0%
Spdr DOW Jones Indl Avrg ETF(DIA)UT SER 178467X109$6.5K29,6840.0%
Southern Co(SO)COM842587107$6.5K120,4740.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$6.6K5,6600.0%
Nextera Energy Inc(NEE)COM65339F101$6.6K27,4710.0%
Ishares TR(IWR)RUS MID CAP ETF464287499$6.6K153,2640.0%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$6.7K85,2110.0%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$6.7K76,1170.0%
Global X FDS(PFFD)US PFD ETF37954Y657$6.8K309,5590.0%
First TR Exch Traded FD III(FMB)MANAGD MUN ETF33739N108$6.8K125,9670.0%
Ishares TR(QUAL)USA QUALITY FCTR46432F339$6.9K84,7850.0%
International Business Machs(IBM)COM459200101$7.0K62,8350.0%
Vanguard Specialized Funds(VIG)DIV APP ETF921908844$7.0K67,5230.0%
Ishares TR(IGIB)INTRM TR CRP ETF464288638$7.0K127,4200.0%
Wisdomtree TR(EPS)US LARGECAP FUND97717W588$7.1K250,9470.0%
PreviousPage 19 of 23Next