AE Wealth Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), AE Wealth Management LLC reported 2,118 stock positions worth $11.8 billion. Its top holding was Apple (AAPL) at 3.5% of the portfolio, followed by Microsoft (MSFT, 2.7%) and Nvidia (NVDA, 2.6%). Compared with Q3 2024, it opened 946 new positions, sold out of 61, added to 675 and reduced 485. The biggest buy was Alianzim US Eq BFR20 Jan-Usd (JANW, shares +9236%) and the biggest sale Allianzim US Eq BFFR10 AG-US (AUGT, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- TOPEKA, KS
- CIK
- 0001697723
- Portfolio Value
- $11.8B (Q4 2024)
- SEC Filing
- 0001697723-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 2,118 stocks · $11.8B
| AAPL Apple Inc. | 3.47% | 1,631,483 | $408.6M | Add +6.4% |
| MSFT Microsoft Corp. | 2.70% | 754,812 | $318.2M | Add +11.3% |
| NVDA Nvidia Corp. | 2.61% | 2,293,255 | $308.0M | Add +5.5% |
| VNLA Janus Henderson Short Durati | 2.05% | 4,934,302 | $241.3M | Add +12.0% |
| AMZN Amazon.com Inc. | 1.83% | 980,657 | $215.1M | Add +3.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.73% | 2,322,135 | $204.1M | Add +5.8% |
| VOO Vanguard S&P 500 ETF | 1.66% | 363,064 | $195.6M | Reduce -3.6% |
| IVV iShares Core S&P 500 ETF | 1.53% | 306,013 | $180.1M | Reduce -3.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.37% | 2,343,820 | $161.6M | Reduce -4.8% |
| GOOGL Alphabet Inc. Class A | 1.36% | 849,142 | $160.7M | Add +7.3% |
| IWY iShares Russell Top 200 Grow | 1.30% | 650,022 | $152.9M | Reduce -0.6% |
| AVIG Avantis Core Fixed Income | 1.14% | 3,318,442 | $134.6M | Add +6.7% |
| META Meta Platforms Inc. Class A | 0.98% | 196,856 | $115.3M | Add +18.6% |
| AVGO Broadcom Inc. | 0.94% | 480,285 | $111.3M | Add +11.3% |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.92% | 3,207,993 | $107.9M | Add +9235.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.89% | 2,052,029 | $104.9M | Add +4.4% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.88% | 3,410,700 | $103.8M | Add +3848.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 224,212 | $101.6M | Add +8.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.84% | 169,600 | $99.4M | Reduce -5.1% |
| GDEC FT Vest US Equity Moderate B | 0.84% | 2,943,493 | $99.3M | New |
| BILZ PIMCO Ultra SHRT Govt Active | 0.80% | 932,330 | $94.0M | Add +62.6% |
| JPM JPMorgan Chase & Co. | 0.77% | 380,822 | $91.3M | Add +8.4% |
| QUAL iShares MSCI USA Quality Fac | 0.74% | 487,282 | $86.8M | Add +4.8% |
| PG The Procter & Gamble Co. | 0.73% | 511,055 | $85.7M | Add +12.7% |
| IWX iShares Russell Top 200 Valu | 0.72% | 1,068,745 | $84.5M | Add +2.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.71% | 859,866 | $83.3M | Add +13.4% |
| TSLA Tesla Inc. | 0.70% | 204,081 | $82.4M | Reduce -8.3% |
| XOM Exxon Mobil Corp. | 0.70% | 763,868 | $82.2M | Add +6.4% |
| JAAA Janus Henderson Aaa Clo ETF | 0.70% | 1,618,441 | $82.1M | Add +13.5% |
| DFAU Dimensional US Core Equity M | 0.69% | 2,014,621 | $81.6M | Add +9.7% |
| IVW iShares S&P 500 Growth ETF | 0.65% | 758,448 | $77.0M | Reduce -5.0% |
| UNH Unitedhealth Group Inc. | 0.64% | 150,041 | $75.9M | Add +19.1% |
| MCD McDonald's Corp. | 0.61% | 248,039 | $71.9M | Add +11.3% |
| PYLD PIMCO Multisector Bond Actv | 0.58% | 2,652,320 | $68.7M | Add +25.1% |
| HD Home Depot Inc. | 0.58% | 175,103 | $68.1M | Add +7.0% |
| VGSH Vanguard Short-Term Treasury | 0.58% | 1,165,588 | $67.8M | Add +3.8% |
| JANT Allianzim US Eq BFFR10 JN-US | 0.57% | 1,849,557 | $66.7M | Add +8009.6% |
| OCTT All US Equ BUF10 Oct ETF-Usd | 0.56% | 1,721,993 | $65.8M | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.53% | 1,223,273 | $62.7M | Add +1.1% |
| SIXD Allian US Equ 6 Mon BU10-Usd | 0.53% | 2,340,335 | $62.1M | Reduce -33.9% |
| MINT PIMCO Enhanced Short Maturit | 0.52% | 606,486 | $60.9M | Add +33.2% |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 0.50% | 1,662,689 | $59.1M | New |
| FIDU Fidelity MSCI Indust Indx | 0.50% | 835,822 | $58.8M | Add +12.2% |
| IEMG iShares Core MSCI Emerging | 0.49% | 1,099,987 | $57.4M | Add +28.1% |
| V Visa Inc. Class A | 0.48% | 180,471 | $57.0M | Add +2.9% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.48% | 582,500 | $56.8M | Add +17.8% |
| JNJ Johnson & Johnson | 0.48% | 388,138 | $56.1M | Add +14.3% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.48% | 645,967 | $56.1M | Add +16.5% |
| MRK Merck & Co. Inc. | 0.47% | 561,371 | $55.8M | Add +12.2% |
| EFV iShares MSCI Eafe Value ETF | 0.47% | 1,064,307 | $55.8M | Add +5.6% |
| CSCO Cisco Systems Inc. | 0.47% | 932,829 | $55.2M | Add +5.2% |
| SIXO Allian US Equ 6 Mon BU10-Usd | 0.46% | 1,675,648 | $54.3M | Add +716.9% |
| LLY Eli Lilly & Co. | 0.44% | 67,207 | $51.9M | Reduce -8.2% |
| DECT Allianzim US Eq BFFR10 DC-US | 0.43% | 1,572,468 | $50.1M | Add +20297.8% |
| GOVT iShares US Treasury Bond ETF | 0.41% | 2,096,817 | $48.2M | Add +14.6% |
| MA Mastercard Inc. Class A | 0.40% | 89,678 | $47.2M | Add +11.8% |
| PSEP Innovator U.S. Equity Power | 0.40% | 1,200,248 | $46.9M | Reduce -15.2% |
| CRM Salesforce Inc. | 0.40% | 140,284 | $46.9M | Add +5.3% |
| BOND PIMCO Active Bond Exchange-T | 0.40% | 517,877 | $46.8M | Add +36.0% |
| CVX Chevron Corp. | 0.39% | 318,205 | $46.1M | Add +5.8% |
| IWO iShares Russell 2000 Growth | 0.39% | 158,382 | $45.6M | Add +20.5% |
| T AT&T Inc. | 0.38% | 1,954,574 | $44.5M | Add +2.9% |
| ABBV Abbvie Inc. | 0.37% | 243,720 | $43.3M | Add +7.9% |
| VMBS Vanguard Mortgage-Backed Sec | 0.37% | 951,458 | $43.1M | Add +2.4% |
| ILTB iShares Core 10+ Year Usd Bo | 0.37% | 885,337 | $43.1M | Add +15.3% |
| QBER Trueshares Quartly B HDG ETF | 0.36% | 1,732,294 | $42.8M | Add +13.4% |
| SPBO SS SPDR P Corp. Bond ETF | 0.35% | 1,440,675 | $41.3M | Add +16.4% |
| GS Goldman Sachs Group Inc. | 0.35% | 71,041 | $40.7M | Add +4.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.34% | 570,984 | $40.1M | Add +2.1% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.34% | 495,640 | $39.8M | Add +21.7% |
| USIG iShares Broad Usd Investment | 0.34% | 789,085 | $39.7M | Add +1.9% |
| IWS iShares Russell Mid-Cap Valu | 0.33% | 303,779 | $39.3M | Add +2.3% |
| MBB iShares MBS ETF | 0.33% | 425,425 | $39.0M | Add +28.5% |
| FLRG Fidelity US Multifactor ETF | 0.33% | 1,146,986 | $38.8M | Add +5.3% |
| FMAT Fidelity MSCI Materials Indx | 0.33% | 804,547 | $38.8M | Add +19.9% |
| VZ Verizon Communications Inc. | 0.32% | 953,247 | $38.1M | Add +11.3% |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.32% | 767,156 | $38.0M | Reduce -21.6% |
| MUB iShares National Muni Bond E | 0.32% | 353,862 | $37.7M | Add +5.3% |
| ICE Intercontinental Exchange Inc. | 0.32% | 252,167 | $37.6M | Add +7.3% |
| FUTY Fidelity MSCI US Utilities | 0.31% | 759,746 | $37.1M | Add +20.5% |
| SMAX iShares L Cap MB Sep ETF | 0.30% | 1,424,423 | $35.9M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 67,714 | $34.6M | Reduce -23.9% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.29% | 1,609,358 | $34.2M | Add +16.2% |
| IVE iShares S&P 500 Value ETF | 0.29% | 178,438 | $34.1M | Add +32.2% |
| SPGI S&P Global Inc. | 0.29% | 67,801 | $33.8M | Add +3.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.28% | 1,282,658 | $33.6M | Reduce 0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.28% | 81,154 | $33.3M | Add +9.9% |
| PM Philip Morris International | 0.28% | 276,385 | $33.3M | Add +10.4% |
| MO Altria Group Inc. | 0.27% | 609,506 | $31.9M | Add +4.3% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 59,989 | $31.2M | Add +8.0% |
| VGIT Vanguard Intermediate-Term T | 0.26% | 537,919 | $31.2M | Reduce -8.7% |
| IEX Idex Corp. | 0.26% | 145,806 | $30.5M | Add +2.9% |
| SKOR NT Crdscr US Corp. BD ETF | 0.26% | 635,805 | $30.3M | Add +16.8% |
| AMD Advanced Micro Devices | 0.25% | 247,835 | $29.9M | Add +11.4% |
| AFL Aflac Inc. | 0.25% | 282,008 | $29.2M | Add +4.8% |
| PEP Pepsico Inc. | 0.24% | 189,651 | $28.8M | Reduce -4.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.24% | 514,085 | $28.5M | Add +11.7% |
| SCHF Schwab Intl Equity ETF | 0.24% | 1,524,233 | $28.2M | Add +4.7% |
| PFE Pfizer Inc. | 0.24% | 1,057,508 | $28.1M | Add +13.7% |
| AVXC Avantis Emg MKT Ex China ETF | 0.24% | 560,652 | $27.8M | Add +5.4% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $26K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 15 | $18K | New |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 210 | $6K | New |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 50 | $2K | New |
Lines left out (1) · $5 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| JOET Virtus Terranova US Qual Mom | VIRTUS US QLTY | 0 | $5 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $11.8B.
Portfolio Sells Q3 2024 → Q4 2024
| AUGT Allianzim US Eq BFFR10 AG-US | Reduce -99.3% | 0.01% | −1.09 |
| AUGW Alianzim US Eq BFR20 Aug-Usd | Reduce -99.0% | 0.01% | −0.84 |
| GJUN FT Vest US Equity Moderate B | Reduce -99.0% | 0.01% | −0.83 |
| SEPW Alianzim US Eq BFR20 Sep-Usd | Reduce -99.6% | 0.00% | −0.82 |
| JULW Alianzim US Eq BFR20 Jul-Usd | Reduce -99.4% | 0.00% | −0.42 |
| SGOV iShares 0-3 Month Treasury B | Reduce -80.8% | 0.09% | −0.41 |
| SEPT All US Equ BUF10 Sep ETF-Usd | Reduce -99.2% | 0.00% | −0.41 |
| SIXD Allian US Equ 6 Mon BU10-Usd | Reduce -33.9% | 0.53% | −0.32 |
| CLOX Eldridge Aaa Clo ETF | Reduce -99.2% | 0.00% | −0.28 |
| SNAV Mohr Sector Nav ETF | Reduce -78.8% | 0.07% | −0.27 |
| LLY Eli Lilly & Co. | Reduce -8.2% | 0.44% | −0.15 |
| VOO Vanguard S&P 500 ETF | Reduce -3.6% | 1.66% | −0.14 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -4.8% | 1.37% | −0.14 |
| CLOZ Eldridge BBB-B Clo ETF | Reduce -90.5% | 0.01% | −0.13 |
| IVV iShares Core S&P 500 ETF | Reduce -3.1% | 1.53% | −0.12 |
| XONE Bondbloxx BBG 1 Dur US Treas | Reduce -21.6% | 0.32% | −0.12 |
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.11 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -23.9% | 0.29% | −0.10 |
| PSEP Innovator U.S. Equity Power | Reduce -15.2% | 0.40% | −0.10 |
| SIXJ Allian US Equ 6 Mon BU10-Usd | Reduce -98.8% | 0.00% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.1% | 0.84% | −0.09 |
| TLT iShares 20+ Year Treasury BD | Reduce -14.9% | 0.18% | −0.08 |
| EFA iShares MSCI Eafe ETF | Reduce -91.6% | 0.01% | −0.07 |
| AGG iShares Core U.S. Aggregate | Reduce -38.8% | 0.08% | −0.06 |
| PEP Pepsico Inc. | Reduce -4.9% | 0.24% | −0.06 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -93.3% | 0.00% | −0.06 |
| SIXP Allian US Equ 6 Mon BU10-Usd | Reduce -99.2% | 0.00% | −0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -12.7% | 0.21% | −0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -75.3% | 0.02% | −0.06 |
| VGIT Vanguard Intermediate-Term T | Reduce -8.7% | 0.26% | −0.06 |
| YUM Yum! Brands Inc. | Reduce -16.3% | 0.17% | −0.06 |
| FVD First Trust Value Line DVD | Reduce -44.0% | 0.06% | −0.06 |
| IYW iShares Ustechnology ETF | Reduce -21.6% | 0.18% | −0.05 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce 0.0% | 0.28% | −0.05 |
| DIV Global X Superdividend Use | Reduce -18.2% | 0.15% | −0.05 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -17.2% | 0.15% | −0.05 |
| PRFD PIMCO Pref and Cap Sec Act | Reduce -90.3% | 0.00% | −0.05 |
| SJB Proshares Short High Yield | Sold out | 0.00% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -36.7% | 0.06% | −0.05 |
| ZTS Zoetis Inc. | Reduce -91.9% | 0.00% | −0.05 |
| SMH Vaneck Semiconductor ETF | Reduce -53.7% | 0.03% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -38.4% | 0.06% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -54.9% | 0.03% | −0.04 |
| IUSG iShares Core S&P U.S. Growth | Reduce -59.8% | 0.03% | −0.04 |
| GLD SPDR Gold Shares | Reduce -14.9% | 0.16% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.0% | 0.65% | −0.04 |
| ADM Archer-Daniels-Midland Co. | Reduce -67.0% | 0.01% | −0.04 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -3.8% | 0.17% | −0.04 |
| FIXD First Trust Smith Opportunis | Reduce -47.1% | 0.03% | −0.04 |
| GDX Vaneck Gold Miners ETF | Reduce -75.6% | 0.01% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| JANW Alianzim US Eq BFR20 Jan-Usd | Add +9235.9% | 0.92% | +0.90 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Add +3848.9% | 0.88% | +0.86 |
| GDEC FT Vest US Equity Moderate B | New | 0.84% | +0.84 |
| JANT Allianzim US Eq BFFR10 JN-US | Add +8009.6% | 0.57% | +0.56 |
| OCTT All US Equ BUF10 Oct ETF-Usd | New | 0.56% | +0.56 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | New | 0.50% | +0.50 |
| DECT Allianzim US Eq BFFR10 DC-US | Add +20297.8% | 0.43% | +0.42 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Add +716.9% | 0.46% | +0.40 |
| SMAX iShares L Cap MB Sep ETF | New | 0.30% | +0.30 |
| BILZ PIMCO Ultra SHRT Govt Active | Add +62.6% | 0.80% | +0.27 |
| AVGO Broadcom Inc. | Add +11.3% | 0.94% | +0.27 |
| CNAV Mohr Company Nav ETF | New | 0.23% | +0.23 |
| AAPL Apple Inc. | Add +6.4% | 3.47% | +0.23 |
| AMZN Amazon.com Inc. | Add +3.2% | 1.83% | +0.22 |
| NVDA Nvidia Corp. | Add +5.5% | 2.61% | +0.22 |
| GOOGL Alphabet Inc. Class A | Add +7.3% | 1.36% | +0.17 |
| ICLO Invesco Aaa Clo F/R Note ETF | New | 0.14% | +0.14 |
| CTA Simplify Managed Futures St | Add +589.2% | 0.16% | +0.13 |
| META Meta Platforms Inc. Class A | Add +18.6% | 0.98% | +0.12 |
| BUCK Simplify Treasury Option Inc. | Add +207.3% | 0.17% | +0.11 |
| SVOL Simplify Volatility Premium | Add +285.6% | 0.15% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +8.4% | 0.77% | +0.10 |
| CLOI Vaneck Clo ETF | New | 0.10% | +0.10 |
| MINT PIMCO Enhanced Short Maturit | Add +33.2% | 0.52% | +0.10 |
| XLF SS Financial Select Sector | Add +651.0% | 0.11% | +0.09 |
| VNLA Janus Henderson Short Durati | Add +12.0% | 2.05% | +0.09 |
| MTUM iShares MSCI USA Momentum Fa | Add +140.4% | 0.16% | +0.09 |
| HIGH Simplify Enhanced Income ETF | Add +390.6% | 0.11% | +0.09 |
| NBOS Neuberger Option Strategy Et | New | 0.09% | +0.09 |
| FDIS Fidelity MSCI Cons Discr Ind | Add +17.8% | 0.48% | +0.08 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +5.8% | 1.73% | +0.08 |
| PYLD PIMCO Multisector Bond Actv | Add +25.1% | 0.58% | +0.07 |
| BOND PIMCO Active Bond Exchange-T | Add +36.0% | 0.40% | +0.07 |
| CRM Salesforce Inc. | Add +5.3% | 0.40% | +0.07 |
| IYZ iShares US Telecommunication | New | 0.06% | +0.06 |
| DIA SS SPDR Dow Jones Indus Avg | Add +152.0% | 0.10% | +0.06 |
| JSI JH Securitized Income ETF | New | 0.06% | +0.06 |
| IYR iShares US Real Estate ETF | New | 0.06% | +0.06 |
| CLOA iShares Aaa Clo Act ETF-Usdi | New | 0.06% | +0.06 |
| SYY Sysco Corp. | Add +507.6% | 0.07% | +0.06 |
| FLDR Fidelity Low Durat Fact ETF | Add +91.9% | 0.13% | +0.06 |
| MSFT Microsoft Corp. | Add +11.3% | 2.70% | +0.05 |
| WFC Wells Fargo & Co. | Add +13.3% | 0.21% | +0.05 |
| ZDEK Inno Equ Def Pro ETF - 1 DE | New | 0.05% | +0.05 |
| IWO iShares Russell 2000 Growth | Add +20.5% | 0.39% | +0.05 |
| IVE iShares S&P 500 Value ETF | Add +32.2% | 0.29% | +0.05 |
| V Visa Inc. Class A | Add +2.9% | 0.48% | +0.05 |
| EW Edwards Lifesciences Corp. | Add +1794.7% | 0.05% | +0.05 |
| APA Apa Corp. | New | 0.04% | +0.04 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +21.7% | 0.34% | +0.04 |
Notes & Other Activity Q3 2024 → Q4 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | New | 15 | $18K |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | New | 210 | $6K |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | New | 50 | $2K |
| JOET Virtus Terranova US Qual Mom | VIRTUS US QLTY | New | 0 | $5 |
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 |