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Shawn Scholz

@Ae Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$11.023BTotal holdings1233
Assets growth rate10.27%Assets growth rate (2-Q avg)11.64%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Ae Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1233 positions.

Assets under management

The assets under management (AUM) of Ae Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 11.023B in assets, with a quarterly growth rate of 10.27% and a 2-quarter average growth rate of 11.64%. The portfolio is managed by Shawn Scholz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AVIGAmerican Centy Etf Tr
Recent Activity
Increased 306.5%
1.2%
$132.227M
3.111M shares@ $42.51 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 8.32%
1.2%
$131.293M
791,636 shares@ $165.85 avg price
AUGTAim Etf Products Trust
Recent Activity
New Position
1.1%
$120.475M
3.951M shares@ $30.5 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 25.21%
0.95%
$103.859M
1.965M shares@ $52.87 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -5.52%
0.93%
$102.499M
178,644 shares@ $573.77 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.94%
0.87%
$95.483M
207,456 shares@ $460.26 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.53%
0.87%
$95.005M
165,964 shares@ $572.45 avg price
AUGWAim Etf Products Trust
Recent Activity
New Position
0.85%
$93.208M
3.231M shares@ $28.85 avg price
SIXDAim Etf Products Trust
Recent Activity
Increased 6.06%
0.85%
$93.011M
3.54M shares@ $26.28 avg price
GJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 8.99%
0.84%
$92.318M
2.606M shares@ $35.42 avg price