test

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
DFAUDimensional Etf Trust
Recent Activity
Increased 8.74%
0.67%
$72.909M
1.837M shares@ $39.7 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 6.41%
0.66%
$72.537M
1.426M shares@ $50.89 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.8%
0.62%
$67.869M
222,879 shares@ $304.51 avg price
HDHome Depot Inc
Recent Activity
Decreased -5.14%
0.61%
$66.3M
163,622 shares@ $405.21 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -2.15%
0.61%
$66.292M
1.123M shares@ $59.02 avg price
LLYEli Lilly & Co
Recent Activity
Increased 15.1%
0.59%
$64.868M
73,218 shares@ $885.96 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 2.23%
0.55%
$59.845M
1.21M shares@ $49.48 avg price
TSLATesla Inc
Recent Activity
Decreased -14.25%
0.53%
$58.209M
222,488 shares@ $261.63 avg price
BILZPimco Etf Tr
Recent Activity
Decreased -44.82%
0.53%
$58.025M
573,254 shares@ $101.23 avg price
EFVIshares Tr
Recent Activity
Increased 23.6%
0.53%
$57.958M
1.007M shares@ $57.54 avg price