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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
SEPWAim Etf Products Trust
Recent Activity
New Position
0.83%
$91.033M
3.191M shares@ $28.53 avg price
IWXIshares Tr
Recent Activity
Increased 9.24%
0.77%
$84.571M
1.041M shares@ $81.28 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 8.12%
0.77%
$84.154M
717,913 shares@ $117.22 avg price
QUALIshares Tr
Recent Activity
Increased 2.48%
0.76%
$83.403M
465,159 shares@ $179.3 avg price
EFGIshares Tr
Recent Activity
Increased 1.52%
0.75%
$81.593M
757,945 shares@ $107.66 avg price
PGProcter And Gamble Co
Recent Activity
Increased 4.26%
0.72%
$78.565M
453,607 shares@ $173.21 avg price
IVWIshares Tr
Recent Activity
Decreased -4.04%
0.7%
$76.456M
798,495 shares@ $95.75 avg price
AVGOBroadcom Inc
Recent Activity
Increased 9121.39%
0.68%
$74.46M
431,653 shares@ $172.51 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -20.07%
0.68%
$74.054M
351,198 shares@ $210.87 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 2.31%
0.67%
$73.654M
125,972 shares@ $584.69 avg price