AE Wealth Management LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), AE Wealth Management LLC reported 1,141 stock positions worth $8.8 billion. Its top holding was Apple (AAPL) at 2.5% of the portfolio, followed by Microsoft (MSFT, 2.5%) and Vanguard S&P 500 ETF (VOO, 2.2%). Compared with Q4 2023, it opened 38 new positions, sold out of 929, added to 114 and reduced 982. The biggest buy was Alianzim US Eq BFR20 Feb-Usd (FEBW, shares +846%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- TOPEKA, KS
- CIK
- 0001697723
- Portfolio Value
- $8.8B (Q1 2024)
- SEC Filing
- 0001697723-24-000003 ↗ filed May 15, 2024
Holdings Value
Holdings 1,141 stocks · $8.8B
| AAPL Apple Inc. | 2.51% | 1,297,316 | $222.5M | Reduce -58.6% |
| MSFT Microsoft Corp. | 2.46% | 518,215 | $218.0M | Reduce -54.0% |
| VOO Vanguard S&P 500 ETF | 2.22% | 407,936 | $196.1M | Reduce -53.6% |
| VNLA Janus Henderson Short Durati | 1.98% | 3,606,633 | $174.9M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 1.87% | 315,421 | $165.8M | Reduce -56.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.85% | 2,653,204 | $163.3M | Reduce -66.0% |
| NVDA Nvidia Corp. | 1.55% | 151,981 | $137.3M | Reduce -57.7% |
| AMZN Amazon.com Inc. | 1.51% | 738,828 | $133.3M | Reduce -51.8% |
| IWY iShares Russell Top 200 Grow | 1.31% | 594,181 | $115.9M | Reduce -52.8% |
| GOOGL Alphabet Inc. Class A | 1.12% | 656,059 | $99.0M | Reduce -37.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.04% | 1,259,504 | $92.1M | Reduce -28.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.96% | 162,883 | $85.2M | Reduce -72.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.94% | 197,705 | $83.1M | Reduce -22.6% |
| QUAL iShares MSCI USA Quality Fac | 0.92% | 493,568 | $81.1M | Reduce -15.3% |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.91% | 2,574,509 | $80.9M | Reduce -53.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.86% | 1,511,828 | $75.7M | Reduce -25.2% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.86% | 748,464 | $75.7M | Reduce -41.2% |
| JPM JPMorgan Chase & Co. | 0.83% | 364,693 | $73.0M | Reduce -39.0% |
| META Meta Platforms Inc. Class A | 0.81% | 146,975 | $71.4M | Reduce -41.2% |
| IWX iShares Russell Top 200 Valu | 0.79% | 913,786 | $69.7M | Reduce -51.1% |
| XOM Exxon Mobil Corp. | 0.68% | 518,142 | $60.2M | Reduce -48.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.67% | 1,164,702 | $59.1M | Reduce -4.8% |
| HD Home Depot Inc. | 0.67% | 153,906 | $59.0M | Reduce -31.4% |
| VGSH Vanguard Short-Term Treasury | 0.66% | 1,006,514 | $58.4M | Reduce -54.0% |
| DFAU Dimensional US Core Equity M | 0.66% | 1,599,499 | $58.4M | Reduce -9.1% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.66% | 663,869 | $57.9M | Add +5.4% |
| FEBW Alianzim US Eq BFR20 Feb-Usd | 0.64% | 1,970,380 | $57.1M | Add +846.1% |
| CVX Chevron Corp. | 0.63% | 353,397 | $55.7M | Reduce -35.8% |
| IEMG iShares Core MSCI Emerging | 0.62% | 1,066,231 | $55.0M | Reduce -58.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.62% | 526,699 | $54.7M | Reduce -46.7% |
| APRW Allinzim US Eq BFR20 Apr-Usd | 0.59% | 1,720,647 | $52.1M | New |
| PG The Procter & Gamble Co. | 0.59% | 320,556 | $52.0M | Reduce -43.7% |
| MRK Merck & Co. Inc. | 0.58% | 388,266 | $51.2M | Reduce -32.8% |
| MART Allianzim US Eq BFFR10 Mr-US | 0.57% | 1,665,663 | $50.9M | New |
| MCD McDonald's Corp. | 0.55% | 173,586 | $48.9M | Reduce -23.9% |
| PMAR Innovator U.S. Equity Power | 0.53% | 1,284,652 | $47.3M | Add +1902.8% |
| UNH Unitedhealth Group Inc. | 0.52% | 92,138 | $45.6M | Reduce -40.3% |
| TLT iShares 20+ Year Treasury BD | 0.51% | 480,976 | $45.5M | Reduce -40.2% |
| SGOV iShares 0-3 Month Treasury B | 0.51% | 448,553 | $45.2M | Reduce -64.5% |
| CRM Salesforce Inc. | 0.51% | 149,162 | $44.9M | Reduce -6.5% |
| LLY Eli Lilly & Co. | 0.50% | 56,966 | $44.3M | Reduce -37.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 95,263 | $42.3M | Reduce -87.5% |
| PAPR Innovator U.S. Equity Power | 0.47% | 1,246,469 | $41.9M | Add +2038.8% |
| JNJ Johnson & Johnson | 0.47% | 264,179 | $41.8M | Reduce -33.1% |
| EFV iShares MSCI Eafe Value ETF | 0.47% | 763,350 | $41.5M | Reduce -52.2% |
| IWR iShares Russell Mid-Cap ETF | 0.47% | 490,875 | $41.3M | Reduce -15.9% |
| JPST JPMorgan Ultra-Short Income | 0.47% | 816,162 | $41.2M | Reduce -58.2% |
| FIDU Fidelity MSCI Indust Indx | 0.46% | 605,869 | $41.1M | Add +6.0% |
| ILTB iShares Core 10+ Year Usd Bo | 0.46% | 799,375 | $40.9M | Add +11.8% |
| V Visa Inc. Class A | 0.46% | 144,372 | $40.3M | Reduce -44.6% |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.44% | 788,806 | $39.1M | Add +4.6% |
| VMBS Vanguard Mortgage-Backed Sec | 0.44% | 851,038 | $38.8M | Reduce -63.3% |
| IVW iShares S&P 500 Growth ETF | 0.43% | 455,407 | $38.5M | Add +24.0% |
| JANT Allianzim US Eq BFFR10 JN-US | 0.43% | 1,160,353 | $38.3M | Reduce -14.8% |
| PEP Pepsico Inc. | 0.43% | 217,214 | $38.0M | Reduce -31.6% |
| MARW Alianzim US Eq BFR20 Mar-Usd | 0.42% | 1,283,746 | $36.9M | New |
| ABBV Abbvie Inc. | 0.42% | 202,081 | $36.8M | Reduce -39.0% |
| MINT PIMCO Enhanced Short Maturit | 0.41% | 357,868 | $36.0M | Reduce -7.1% |
| TSLA Tesla Inc. | 0.40% | 203,522 | $35.8M | Reduce -44.8% |
| COLLABORATIVE INVESTMNT SER | 0.40% | 1,618,625 | $35.6M | Reduce -38.1% |
| IWS iShares Russell Mid-Cap Valu | 0.40% | 280,990 | $35.2M | Reduce -51.6% |
| CSCO Cisco Systems Inc. | 0.39% | 699,409 | $34.9M | Reduce -49.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.39% | 782,692 | $34.8M | Add +43.2% |
| CRED Columbia Resear Enh RL Est | 0.39% | 679,781 | $34.5M | New |
| USIG iShares Broad Usd Investment | 0.39% | 679,781 | $34.5M | Reduce -56.9% |
| IWM iShares Russell 2000 ETF | 0.39% | 162,840 | $34.2M | Reduce -32.9% |
| VZ Verizon Communications Inc. | 0.38% | 794,352 | $33.3M | Reduce -53.8% |
| DON Wisdomtree US Midcap Dividen | 0.37% | 667,438 | $32.6M | Reduce -15.1% |
| APRT Allianzim US Eq BFFR10 Ap-US | 0.36% | 903,688 | $31.5M | New |
| MUB iShares National Muni Bond E | 0.35% | 285,505 | $30.7M | Reduce -53.3% |
| FEBT Allianzim US Eq BFFR10 FB-US | 0.34% | 965,477 | $29.8M | Add +389.3% |
| EXC Exelon Corp. | 0.33% | 775,633 | $29.1M | Add +2.4% |
| MA Mastercard Inc. Class A | 0.32% | 59,435 | $28.6M | Reduce -18.4% |
| SPBO SS SPDR P Corp. Bond ETF | 0.32% | 973,906 | $28.4M | Add +16.8% |
| T AT&T Inc. | 0.32% | 1,602,353 | $28.2M | Reduce -34.4% |
| IVE iShares S&P 500 Value ETF | 0.32% | 150,959 | $28.2M | Reduce -39.9% |
| GOVT iShares US Treasury Bond ETF | 0.31% | 1,206,583 | $27.5M | Add +13.0% |
| IEX Idex Corp. | 0.31% | 112,524 | $27.5M | Add +19.8% |
| AMD Advanced Micro Devices | 0.31% | 151,562 | $27.4M | Reduce -55.1% |
| PM Philip Morris International | 0.30% | 290,823 | $26.6M | Reduce -31.6% |
| ICE Intercontinental Exchange Inc. | 0.30% | 193,515 | $26.6M | Add +26.1% |
| USFR Wisdomtree Floating Rate Tre | 0.30% | 527,259 | $26.5M | Reduce -7.2% |
| AVIG Avantis Core Fixed Income | 0.30% | 638,194 | $26.3M | Add +201.5% |
| CMCSA Comcast Corp. Class A | 0.29% | 600,711 | $26.0M | Reduce -21.1% |
| VGT Vanguard Info Tech ETF | 0.29% | 49,436 | $25.9M | Reduce -59.4% |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 44,310 | $25.8M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 208,155 | $25.5M | Reduce -13.9% |
| SPGI S&P Global Inc. | 0.28% | 58,725 | $25.0M | Reduce -34.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 70,651 | $24.3M | Reduce -85.8% |
| DECT Allianzim US Eq BFFR10 DC-US | 0.27% | 806,177 | $24.3M | Reduce -7.4% |
| IWO iShares Russell 2000 Growth | 0.27% | 88,781 | $24.0M | Add +19.8% |
| FMAT Fidelity MSCI Materials Indx | 0.27% | 454,007 | $23.8M | Add +15.2% |
| EMR Emerson Electric Co. | 0.27% | 207,413 | $23.5M | Reduce -18.2% |
| A Agilent Technologies Inc. | 0.26% | 160,265 | $23.3M | Add +20.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.26% | 503,948 | $23.0M | Reduce -44.5% |
| MTUM iShares MSCI USA Momentum Fa | 0.26% | 121,592 | $22.8M | Reduce -25.6% |
| FUTY Fidelity MSCI US Utilities | 0.26% | 534,052 | $22.7M | Add +18.9% |
| KMB Kimberly-Clark Corp. | 0.25% | 173,401 | $22.4M | Reduce -30.4% |
| VGIT Vanguard Intermediate-Term T | 0.25% | 380,390 | $22.3M | Reduce -63.1% |
| IDEV iShares Core MSCI Dev MKTS | 0.25% | 330,988 | $22.2M | Reduce -58.9% |
Portfolio Sells Q4 2023 → Q1 2024
| QQQ Invesco QQQ Trust Series 1 | Reduce -87.5% | 0.48% | −1.17 |
| DFSU Dimensional US Sus CORE1 ETF | Sold out | 0.00% | −1.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -95.6% | 0.09% | −0.88 |
| AAPL Apple Inc. | Reduce -58.6% | 2.51% | −0.57 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -85.8% | 0.27% | −0.54 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -93.1% | 0.10% | −0.53 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -72.1% | 0.96% | −0.49 |
| AUGW Alianzim US Eq BFR20 Aug-Usd | Reduce -99.2% | 0.01% | −0.45 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -66.0% | 1.85% | −0.44 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Sold out | 0.00% | −0.39 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -96.7% | 0.03% | −0.37 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -97.8% | 0.02% | −0.35 |
| JULW Alianzim US Eq BFR20 Jul-Usd | Reduce -99.2% | 0.01% | −0.30 |
| PAUG Innovator U.S. Equity Power | Reduce -95.4% | 0.03% | −0.29 |
| IJR iShares Core S&P Small-Cap E | Reduce -93.2% | 0.05% | −0.29 |
| JULT All US Equ BUF10 Jul ETF-Usd | Reduce -98.5% | 0.01% | −0.27 |
| SIXJ Allian US Equ 6 Mon BU10-Usd | Sold out | 0.00% | −0.27 |
| AVGO Broadcom Inc. | Reduce -92.4% | 0.06% | −0.26 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -88.9% | 0.09% | −0.25 |
| AGG iShares Core U.S. Aggregate | Reduce -85.7% | 0.11% | −0.24 |
| SCHX Schwab US Large-Cap ETF | Reduce -97.9% | 0.01% | −0.22 |
| AUGT Allianzim US Eq BFFR10 AG-US | Reduce -98.4% | 0.01% | −0.22 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -85.1% | 0.12% | −0.21 |
| PJUL Innovator U.S. Equity Power | Reduce -94.4% | 0.03% | −0.21 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -95.6% | 0.02% | −0.20 |
| IEF iShares 7-10 Year Treasury B | Reduce -93.6% | 0.03% | −0.18 |
| DGRO iShares Core Dividend Growth | Reduce -95.8% | 0.02% | −0.18 |
| GLD SPDR Gold Shares | Reduce -80.8% | 0.16% | −0.18 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -80.4% | 0.15% | −0.18 |
| NORTHERN LTS FD TR IV | Reduce -91.6% | 0.05% | −0.18 |
| JEPI JPMorgan Equity Premium Inco | Reduce -81.5% | 0.13% | −0.18 |
| SCHD Schwab US DVD Equity ETF | Reduce -85.3% | 0.09% | −0.16 |
| IBHD iShares Ibonds 2024 H/Y Inc. | Reduce -77.2% | 0.17% | −0.16 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -98.7% | 0.00% | −0.16 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -80.4% | 0.13% | −0.15 |
| VEA Vanguard Ftse Developed ETF | Reduce -84.2% | 0.09% | −0.15 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -98.6% | 0.00% | −0.15 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -98.5% | 0.01% | −0.15 |
| JUNW Alianzim US Eq BFR20 Jun-Usd | Sold out | 0.00% | −0.14 |
| JUNT Allianzim US Eq BFFR10 JN-US | Sold out | 0.00% | −0.14 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -93.0% | 0.03% | −0.14 |
| SGOV iShares 0-3 Month Treasury B | Reduce -64.5% | 0.51% | −0.14 |
| WMT Walmart Inc. | Reduce -82.2% | 0.11% | −0.14 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -93.6% | 0.02% | −0.14 |
| QDEC FT Vest Nasdaq-100 Buffer Et | Sold out | 0.00% | −0.14 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Sold out | 0.00% | −0.14 |
| VGK Vanguard Ftse Europe ETF | Reduce -95.0% | 0.02% | −0.13 |
| DFUS Dimensional US Eq MKT ETF | Reduce -95.3% | 0.02% | −0.13 |
| RSP Invesco S&P 500 Equal Weight | Reduce -90.7% | 0.04% | −0.13 |
| INTU Intuit Inc. | Reduce -89.2% | 0.04% | −0.13 |
Portfolio Buys Q4 2023 → Q1 2024
| FEBW Alianzim US Eq BFR20 Feb-Usd | Add +846.1% | 0.64% | +0.62 |
| APRW Allinzim US Eq BFR20 Apr-Usd | New | 0.59% | +0.59 |
| MART Allianzim US Eq BFFR10 Mr-US | New | 0.57% | +0.57 |
| PMAR Innovator U.S. Equity Power | Add +1902.8% | 0.53% | +0.52 |
| PAPR Innovator U.S. Equity Power | Add +2038.8% | 0.47% | +0.46 |
| MARW Alianzim US Eq BFR20 Mar-Usd | New | 0.42% | +0.42 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +5.4% | 0.66% | +0.41 |
| CRED Columbia Resear Enh RL Est | New | 0.39% | +0.39 |
| APRT Allianzim US Eq BFFR10 Ap-US | New | 0.36% | +0.36 |
| FEBT Allianzim US Eq BFFR10 FB-US | Add +389.3% | 0.34% | +0.31 |
| IVW iShares S&P 500 Growth ETF | Add +24.0% | 0.43% | +0.29 |
| FIDU Fidelity MSCI Indust Indx | Add +6.0% | 0.46% | +0.29 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +43.2% | 0.39% | +0.28 |
| ILTB iShares Core 10+ Year Usd Bo | Add +11.8% | 0.46% | +0.28 |
| AVIG Avantis Core Fixed Income | Add +201.5% | 0.30% | +0.25 |
| XONE Bondbloxx BBG 1 Dur US Treas | Add +4.6% | 0.44% | +0.25 |
| IEX Idex Corp. | Add +19.8% | 0.31% | +0.21 |
| ICE Intercontinental Exchange Inc. | Add +26.1% | 0.30% | +0.20 |
| SPBO SS SPDR P Corp. Bond ETF | Add +16.8% | 0.32% | +0.20 |
| EXC Exelon Corp. | Add +2.4% | 0.33% | +0.19 |
| GOVT iShares US Treasury Bond ETF | Add +13.0% | 0.31% | +0.19 |
| IWO iShares Russell 2000 Growth | Add +19.8% | 0.27% | +0.18 |
| A Agilent Technologies Inc. | Add +20.4% | 0.26% | +0.17 |
| FMAT Fidelity MSCI Materials Indx | Add +15.2% | 0.27% | +0.17 |
| FUTY Fidelity MSCI US Utilities | Add +18.9% | 0.26% | +0.17 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +13.3% | 0.25% | +0.16 |
| COLLABORATIVE INVESTMNT SER | New | 0.15% | +0.15 |
| GS Goldman Sachs Group Inc. | Add +2.5% | 0.25% | +0.15 |
| HBAN Huntington Bancshares Inc. | Add +2.3% | 0.24% | +0.14 |
| CLOX Eldridge Aaa Clo ETF | Add +8.5% | 0.23% | +0.14 |
| SKOR NT Crdscr US Corp. BD ETF | Add +33.6% | 0.20% | +0.13 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +29.0% | 0.21% | +0.13 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +3.7% | 0.22% | +0.13 |
| QRVO Qorvo Inc. | Add +27.4% | 0.18% | +0.12 |
| AFL Aflac Inc. | Add +9.4% | 0.21% | +0.12 |
| YUM Yum! Brands Inc. | Add +8.7% | 0.19% | +0.11 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Add +909.6% | 0.12% | +0.11 |
| DFAT Dimensional US Target Value | Add +7.0% | 0.17% | +0.10 |
| DFAI Dimensional International Co. | Add +9.8% | 0.16% | +0.10 |
| TUA Sim St Treas Fut Strat ETF | Add +7.7% | 0.18% | +0.10 |
| CMBS iShares CMBS ETF | Add +14.7% | 0.15% | +0.09 |
| FREL Fidelity MSCI RL Est Indx | Add +22.6% | 0.14% | +0.09 |
| ATR Aptargroup Inc. | Add +24.0% | 0.12% | +0.08 |
| QFLR Innovator Nasdaq-100 MF ETF | New | 0.08% | +0.08 |
| BWA Borgwarner Inc. | Add +11.7% | 0.12% | +0.07 |
| CNP Centerpoint Energy Inc. | Add +8.8% | 0.12% | +0.07 |
| WTS Watts Water Technologies-A | Add +20.5% | 0.10% | +0.07 |
| DDWM Wisdomtree DY Inter Eq FD-US | Add +3.4% | 0.11% | +0.07 |
| TPH Tri Pointe Homes Inc. | Add +20.6% | 0.09% | +0.06 |
| EVR Evercore Inc. Class A | Add +14.9% | 0.09% | +0.06 |
Options Activity Q4 2023 → Q1 2024
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 12,700 | $4.0Mbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 116,300 | $891Kbefore exit |
| IWM iShares Russell 2000 ETF | put | Sold out | 204,600 | $567Kbefore exit |
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 11,500 | $22Kbefore exit |
| EPD Enterprise Products Partners | call | Sold out | 23,000 | $67before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2023 → Q1 2024
| GOEWQ Hennessy Capital Acquis-CW25 | *W EXP 12/21/202 | Sold out | 65,756 | $6Kbefore exit |
| AUROW Aurora Innovation Inc. -CW28 | *W EXP 11/03/202 | Sold out | 12,630 | $4Kbefore exit |
| LEVWQ Lion Electric Co./the -CW26 | *W EXP 05/06/202 | Sold out | 10,300 | $589before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,646 | $21.5B | NVDA, AAPL, MSFT, VNLA, AMZN |
| Q1 2026 | 2,579 | $18.5B | NVDA, AAPL, MSFT, VNLA, IVV |
| Q4 2025 | 2,443 | $17.4B | AAPL, NVDA, MSFT, VNLA, AMZN |
| Q3 2025 | 2,272 | $15.7B | NVDA, AAPL, MSFT, VNLA, SPYG |
| Q2 2025 | 2,141 | $13.7B | NVDA, MSFT, AAPL, VNLA, AMZN |
| Q1 2025 | 2,139 | $11.9B | AAPL, MSFT, VNLA, NVDA, AMZN |
| Q4 2024 | 2,118 | $11.8B | AAPL, MSFT, NVDA, VNLA, AMZN |
| Q3 2024 | 1,233 | $11.0B | AAPL, MSFT, NVDA, VNLA, VOO |
| Q2 2024 | 1,229 | $10.0B | AAPL, MSFT, NVDA, VNLA, VOO |
| Q1 2024 | 1,141 | $8.8B | AAPL, MSFT, VOO, VNLA, IVV |