AE Wealth Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), AE Wealth Management LLC reported 2,139 stock positions worth $11.9 billion. Its top holding was Apple (AAPL) at 3.2% of the portfolio, followed by Microsoft (MSFT, 2.6%) and Janus Henderson Short Durati (VNLA, 2.4%). Compared with Q4 2024, it opened 188 new positions, sold out of 167, added to 803 and reduced 901. The biggest buy was Janus Henderson Short Durati (VNLA, shares +20%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- TOPEKA, KS
- CIK
- 0001697723
- Portfolio Value
- $11.9B (Q1 2025)
- SEC Filing
- 0001697723-25-000003 ↗ filed May 6, 2025
Holdings Value
Holdings 2,139 stocks · $11.9B
| AAPL Apple Inc. | 3.17% | 1,694,316 | $376.4M | Add +3.9% |
| MSFT Microsoft Corp. | 2.58% | 818,083 | $307.1M | Add +8.4% |
| VNLA Janus Henderson Short Durati | 2.44% | 5,898,675 | $289.9M | Add +19.5% |
| NVDA Nvidia Corp. | 2.30% | 2,525,842 | $273.8M | Add +10.1% |
| AMZN Amazon.com Inc. | 1.64% | 1,026,775 | $195.4M | Add +4.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.64% | 2,422,045 | $194.7M | Add +4.3% |
| IVV iShares Core S&P 500 ETF | 1.58% | 334,268 | $187.8M | Add +9.2% |
| VOO Vanguard S&P 500 ETF | 1.54% | 355,535 | $182.7M | Reduce -2.1% |
| AVIG Avantis Core Fixed Income | 1.30% | 3,743,384 | $154.9M | Add +12.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.14% | 2,066,709 | $135.9M | Reduce -11.8% |
| META Meta Platforms Inc. Class A | 1.12% | 231,761 | $133.6M | Add +17.7% |
| IWY iShares Russell Top 200 Grow | 1.06% | 599,558 | $126.5M | Reduce -7.8% |
| GOOGL Alphabet Inc. Class A | 1.04% | 797,167 | $123.3M | Reduce -6.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 231,310 | $123.2M | Add +3.2% |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.93% | 3,320,283 | $110.3M | Add +3.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.91% | 2,128,282 | $108.7M | Add +3.7% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.88% | 3,490,040 | $104.5M | Add +2.3% |
| GDEC FT Vest US Equity Moderate B | 0.84% | 3,015,360 | $99.8M | Add +2.4% |
| JAAA Janus Henderson Aaa Clo ETF | 0.83% | 1,946,850 | $98.7M | Add +20.3% |
| JPM JPMorgan Chase & Co. | 0.82% | 397,363 | $97.5M | Add +4.3% |
| XOM Exxon Mobil Corp. | 0.80% | 801,342 | $95.3M | Add +4.9% |
| PG The Procter & Gamble Co. | 0.79% | 553,040 | $94.2M | Add +8.2% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.75% | 880,921 | $89.1M | Reduce -5.5% |
| UNH Unitedhealth Group Inc. | 0.72% | 163,591 | $85.7M | Add +9.0% |
| AVGO Broadcom Inc. | 0.72% | 511,144 | $85.6M | Add +6.4% |
| QUAL iShares MSCI USA Quality Fac | 0.72% | 499,394 | $85.3M | Add +2.5% |
| DFAU Dimensional US Core Equity M | 0.71% | 2,208,340 | $84.9M | Add +9.6% |
| PYLD PIMCO Multisector Bond Actv | 0.70% | 3,167,078 | $83.5M | Add +19.4% |
| MCD McDonald's Corp. | 0.70% | 267,037 | $83.4M | Add +7.7% |
| IWX iShares Russell Top 200 Valu | 0.70% | 1,011,637 | $83.1M | Reduce -5.3% |
| MINT PIMCO Enhanced Short Maturit | 0.61% | 723,208 | $72.8M | Add +19.3% |
| JNJ Johnson & Johnson | 0.58% | 416,357 | $69.0M | Add +7.3% |
| IEMG iShares Core MSCI Emerging | 0.57% | 1,265,400 | $68.3M | Add +15.0% |
| HD Home Depot Inc. | 0.57% | 184,792 | $67.7M | Add +5.5% |
| IVW iShares S&P 500 Growth ETF | 0.57% | 729,467 | $67.7M | Reduce -3.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.57% | 675,734 | $67.6M | Reduce -21.4% |
| JANT Allianzim US Eq BFFR10 JN-US | 0.55% | 1,847,290 | $64.9M | Reduce -0.1% |
| OCTT All US Equ BUF10 Oct ETF-Usd | 0.54% | 1,712,942 | $63.8M | Reduce -0.5% |
| FIDU Fidelity MSCI Indust Indx | 0.53% | 924,356 | $63.3M | Add +10.6% |
| V Visa Inc. Class A | 0.53% | 178,936 | $62.7M | Reduce -0.8% |
| EFV iShares MSCI Eafe Value ETF | 0.52% | 1,057,312 | $62.3M | Reduce -0.7% |
| SIXD Allian US Equ 6 Mon BU10-Usd | 0.51% | 2,322,794 | $60.9M | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.51% | 979,801 | $60.5M | Add +5.0% |
| VGSH Vanguard Short-Term Treasury | 0.50% | 1,022,915 | $60.0M | Reduce -12.2% |
| BOND PIMCO Active Bond Exchange-T | 0.50% | 645,865 | $59.7M | Add +24.7% |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 0.50% | 1,683,618 | $59.1M | Add +1.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.49% | 1,204,805 | $58.7M | Reduce -1.5% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.49% | 731,438 | $58.1M | Add +13.2% |
| TSLA Tesla Inc. | 0.49% | 223,040 | $57.8M | Add +9.3% |
| CVX Chevron Corp. | 0.48% | 338,889 | $56.7M | Add +6.5% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.46% | 650,568 | $55.0M | Add +11.7% |
| MA Mastercard Inc. Class A | 0.45% | 98,219 | $53.8M | Add +9.5% |
| ABBV Abbvie Inc. | 0.44% | 250,506 | $52.5M | Add +2.8% |
| GOVT iShares US Treasury Bond ETF | 0.44% | 2,251,672 | $51.8M | Add +7.4% |
| LLY Eli Lilly & Co. | 0.44% | 62,643 | $51.7M | Reduce -6.8% |
| SIXO Allian US Equ 6 Mon BU10-Usd | 0.42% | 1,598,530 | $50.5M | Reduce -4.6% |
| PM Philip Morris International | 0.42% | 314,363 | $49.9M | Add +13.7% |
| DECT Allianzim US Eq BFFR10 DC-US | 0.41% | 1,574,797 | $48.8M | Add +0.1% |
| T AT&T Inc. | 0.40% | 1,682,878 | $47.6M | Reduce -13.9% |
| ILTB iShares Core 10+ Year Usd Bo | 0.39% | 931,837 | $46.6M | Add +5.3% |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.39% | 935,651 | $46.5M | Add +22.0% |
| IWO iShares Russell 2000 Growth | 0.39% | 180,183 | $46.0M | Add +13.8% |
| VZ Verizon Communications Inc. | 0.39% | 1,012,876 | $45.9M | Add +6.3% |
| SKOR NT Crdscr US Corp. BD ETF | 0.38% | 936,535 | $45.3M | Add +47.3% |
| FUTY Fidelity MSCI US Utilities | 0.37% | 871,258 | $44.4M | Add +14.7% |
| SPBO SS SPDR P Corp. Bond ETF | 0.37% | 1,523,393 | $44.2M | Add +5.7% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.37% | 2,004,010 | $44.0M | Add +24.5% |
| ICE Intercontinental Exchange Inc. | 0.37% | 254,963 | $44.0M | Add +1.1% |
| FMAT Fidelity MSCI Materials Indx | 0.37% | 909,549 | $43.9M | Add +13.1% |
| FLRG Fidelity US Multifactor ETF | 0.37% | 1,319,340 | $43.8M | Add +15.0% |
| QBER Trueshares Quartly B HDG ETF | 0.36% | 1,743,156 | $43.2M | Add +0.6% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.36% | 558,043 | $43.0M | Add +12.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 75,092 | $42.0M | Reduce -55.7% |
| GS Goldman Sachs Group Inc. | 0.35% | 76,160 | $41.6M | Add +7.2% |
| VMBS Vanguard Mortgage-Backed Sec | 0.35% | 894,980 | $41.4M | Reduce -5.9% |
| MBB iShares MBS ETF | 0.34% | 436,979 | $41.0M | Add +2.7% |
| MO Altria Group Inc. | 0.34% | 669,959 | $40.2M | Add +9.9% |
| NFLX Netflix Inc. | 0.33% | 42,008 | $39.2M | Add +192.1% |
| IVE iShares S&P 500 Value ETF | 0.33% | 204,726 | $39.0M | Add +14.7% |
| CRM Salesforce Inc. | 0.33% | 145,043 | $38.9M | Add +3.4% |
| MRK Merck & Co. Inc. | 0.32% | 424,574 | $38.1M | Reduce -24.4% |
| USIG iShares Broad Usd Investment | 0.32% | 744,128 | $38.0M | Reduce -5.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 79,658 | $37.4M | Add +17.6% |
| IWS iShares Russell Mid-Cap Valu | 0.31% | 292,979 | $36.9M | Reduce -3.6% |
| MUB iShares National Muni Bond E | 0.31% | 348,423 | $36.7M | Reduce -1.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 475,477 | $36.0M | Reduce -16.7% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.30% | 1,309,915 | $35.7M | Add +2.1% |
| VGIT Vanguard Intermediate-Term T | 0.29% | 580,520 | $34.5M | Add +7.9% |
| SPGI S&P Global Inc. | 0.29% | 67,797 | $34.4M | Reduce -0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 791,226 | $33.0M | Add +28.5% |
| AFL Aflac Inc. | 0.27% | 285,019 | $31.7M | Add +1.1% |
| COST Costco Wholesale Corp. | 0.26% | 32,252 | $30.5M | Add +11.1% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 60,945 | $30.3M | Add +1.6% |
| AMD Advanced Micro Devices | 0.25% | 293,374 | $30.1M | Add +18.4% |
| PEP Pepsico Inc. | 0.25% | 197,494 | $29.6M | Add +4.1% |
| DFGP Dimensional GLBL Core PL Fix | 0.24% | 543,953 | $29.1M | Add +6.2% |
| CTA Simplify Managed Futures St | 0.24% | 972,082 | $28.8M | Add +47.0% |
| FREL Fidelity MSCI RL Est Indx | 0.24% | 1,026,029 | $28.2M | Add +15.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 111,149 | $27.6M | Reduce -1.1% |
| EXC Exelon Corp. | 0.23% | 597,259 | $27.5M | Reduce -0.9% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $22K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 12 | $14K | Reduce -20.0% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 194 | $5K | Reduce -7.6% |
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | 708 | $2K | New |
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | 9 | $906 | New |
Total filed on the 13F, all lines: $11.9B.
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -55.7% | 0.35% | −0.49 |
| PSEP Innovator U.S. Equity Power | Reduce -95.5% | 0.02% | −0.38 |
| GOOGL Alphabet Inc. Class A | Reduce -6.1% | 1.04% | −0.33 |
| IWY iShares Russell Top 200 Grow | Reduce -7.8% | 1.06% | −0.23 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -11.8% | 1.14% | −0.23 |
| SMAX iShares L Cap MB Sep ETF | Reduce -58.7% | 0.12% | −0.18 |
| MRK Merck & Co. Inc. | Reduce -24.4% | 0.32% | −0.15 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -21.4% | 0.57% | −0.14 |
| VOO Vanguard S&P 500 ETF | Reduce -2.1% | 1.54% | −0.12 |
| VLO Valero Energy Corp. | Reduce -90.3% | 0.01% | −0.10 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -39.2% | 0.14% | −0.10 |
| CNAV Mohr Company Nav ETF | Reduce -30.2% | 0.14% | −0.09 |
| WHR Whirlpool Corp. | Reduce -80.6% | 0.02% | −0.09 |
| FMC FMC Corp. | Sold out | 0.00% | −0.09 |
| AKAM Akamai Technologies Inc. | Reduce -86.2% | 0.01% | −0.09 |
| HYGV NT HY Val-SCRD BD ETF | Reduce -97.4% | 0.00% | −0.09 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.8% | 0.57% | −0.08 |
| LTPZ PIMCO 15+ YR US Tips Indx | Reduce -82.4% | 0.02% | −0.08 |
| USFR Wisdomtree Floating Rate Tre | Reduce -56.6% | 0.06% | −0.08 |
| TLT iShares 20+ Year Treasury BD | Reduce -44.0% | 0.11% | −0.08 |
| VGSH Vanguard Short-Term Treasury | Reduce -12.2% | 0.50% | −0.07 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -61.3% | 0.04% | −0.06 |
| KMB Kimberly-Clark Corp. | Reduce -37.1% | 0.13% | −0.06 |
| IP International Paper Co. | Reduce -30.2% | 0.13% | −0.06 |
| SYY Sysco Corp. | Reduce -82.7% | 0.01% | −0.06 |
| IYR iShares US Real Estate ETF | Reduce -98.3% | 0.00% | −0.06 |
| XLK SS Technology Select Sector | Reduce -56.5% | 0.04% | −0.06 |
| UAPR Innovator U.S. Equity Ultra | Reduce -94.9% | 0.00% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -10.3% | 0.23% | −0.06 |
| IFRA iShares US Infrastructure | Reduce -87.0% | 0.01% | −0.05 |
| IDU iShares US Utilities ETF | Reduce -62.2% | 0.04% | −0.05 |
| WBA Walgreens Boots Alliance Inc. | Reduce -97.0% | 0.00% | −0.05 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Reduce -70.4% | 0.02% | −0.05 |
| BILZ PIMCO Ultra SHRT Govt Active | Reduce -5.5% | 0.75% | −0.05 |
| APA Apa Corp. | Sold out | 0.00% | −0.04 |
| AVXC Avantis Emg MKT Ex China ETF | Reduce -16.7% | 0.19% | −0.04 |
| MFUL Mindful Conservative ETF | Reduce -53.3% | 0.04% | −0.04 |
| SPD Simplify US Eqty Plus Down | Reduce -98.2% | 0.00% | −0.04 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -96.1% | 0.00% | −0.04 |
| BND Vanguard Total Bond Market | Reduce -46.7% | 0.05% | −0.04 |
| IWP iShares Russell Mid-Cap Grow | Reduce -11.0% | 0.18% | −0.04 |
| CMDT PIMCO Commodity Active Strat | Reduce -88.4% | 0.01% | −0.04 |
| XLY SS Consumer Disc Select Sect | Reduce -68.5% | 0.01% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -16.7% | 0.30% | −0.04 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -1.5% | 0.49% | −0.04 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Reduce -4.6% | 0.42% | −0.04 |
| VFC VF Corp. | Sold out | 0.00% | −0.04 |
| FBCG Fidelity Blue Chip Grow ETF | Reduce -98.4% | 0.00% | −0.04 |
| IYZ iShares US Telecommunication | Reduce -54.4% | 0.03% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -72.0% | 0.02% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| VNLA Janus Henderson Short Durati | Add +19.5% | 2.44% | +0.39 |
| NFLX Netflix Inc. | Add +192.1% | 0.33% | +0.22 |
| LISTED FDS TR | New | 0.18% | +0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.2% | 1.04% | +0.17 |
| AVIG Avantis Core Fixed Income | Add +12.8% | 1.30% | +0.16 |
| ONEZ Trueshr Seasonality La B ETF | New | 0.16% | +0.16 |
| META Meta Platforms Inc. Class A | Add +17.7% | 1.12% | +0.15 |
| PM Philip Morris International | Add +13.7% | 0.42% | +0.14 |
| JAAA Janus Henderson Aaa Clo ETF | Add +20.3% | 0.83% | +0.13 |
| SIXF Allian US Equ 6 Mon BU10-Usd | Add +209185.7% | 0.13% | +0.13 |
| SKOR NT Crdscr US Corp. BD ETF | Add +47.3% | 0.38% | +0.12 |
| PYLD PIMCO Multisector Bond Actv | Add +19.4% | 0.70% | +0.12 |
| PFEB Innovator U.S. Equity Power | Add +389.2% | 0.14% | +0.11 |
| BOND PIMCO Active Bond Exchange-T | Add +24.7% | 0.50% | +0.10 |
| JNJ Johnson & Johnson | Add +7.3% | 0.58% | +0.10 |
| XOM Exxon Mobil Corp. | Add +4.9% | 0.80% | +0.10 |
| MINT PIMCO Enhanced Short Maturit | Add +19.3% | 0.61% | +0.10 |
| MCD McDonald's Corp. | Add +7.7% | 0.70% | +0.09 |
| UNM Unum Group | Add +1863.1% | 0.09% | +0.09 |
| TPR Tapestry Inc. | New | 0.09% | +0.09 |
| IEMG iShares Core MSCI Emerging | Add +15.0% | 0.57% | +0.09 |
| CVX Chevron Corp. | Add +6.5% | 0.48% | +0.09 |
| XLE SS Energy Select Sector | Add +61.2% | 0.20% | +0.09 |
| CTA Simplify Managed Futures St | Add +47.0% | 0.24% | +0.09 |
| TUA Sim St Treas Fut Strat ETF | Add +24.5% | 0.37% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +9.0% | 0.72% | +0.08 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +69.0% | 0.18% | +0.07 |
| ABBV Abbvie Inc. | Add +2.8% | 0.44% | +0.07 |
| JULU Allianzim US BF15 Uncap Jul | New | 0.07% | +0.07 |
| FHN First Horizon Corp. | Add +2953.2% | 0.07% | +0.07 |
| TYA Simplify Intermediate Term | Add +56.1% | 0.18% | +0.07 |
| XONE Bondbloxx BBG 1 Dur US Treas | Add +22.0% | 0.39% | +0.07 |
| SIXJ Allian US Equ 6 Mon BU10-Usd | Add +6905.5% | 0.07% | +0.07 |
| MO Altria Group Inc. | Add +9.9% | 0.34% | +0.07 |
| GDX Vaneck Gold Miners ETF | Add +553.1% | 0.08% | +0.07 |
| VUSB Vanguard Ultra Short Bond Et | Add +127.4% | 0.12% | +0.07 |
| PG The Procter & Gamble Co. | Add +8.2% | 0.79% | +0.07 |
| VZ Verizon Communications Inc. | Add +6.3% | 0.39% | +0.06 |
| SVOL Simplify Volatility Premium | Add +62.9% | 0.21% | +0.06 |
| FUTY Fidelity MSCI US Utilities | Add +14.7% | 0.37% | +0.06 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +923.4% | 0.06% | +0.06 |
| MKC McCormick & Co.-Non VTG SHRS | Add +556.4% | 0.07% | +0.06 |
| AMGN Amgen Inc. | Add +13.0% | 0.22% | +0.06 |
| SPLV Invesco S&P 500 Low Volatili | Add +251.1% | 0.07% | +0.05 |
| MA Mastercard Inc. Class A | Add +9.5% | 0.45% | +0.05 |
| MMM 3M Co. | Add +150.6% | 0.08% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +9.2% | 1.58% | +0.05 |
| ICE Intercontinental Exchange Inc. | Add +1.1% | 0.37% | +0.05 |
| RFIX Simplify Bond Bull ETF | New | 0.05% | +0.05 |
| THRO iShares U.S. Thematic Rotati | New | 0.05% | +0.05 |
Notes & Other Activity Q4 2024 → Q1 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -20.0% | 12 | $14K |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -7.6% | 194 | $5K |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Sold out | 50 | $2Kbefore exit |
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | New | 708 | $2K |
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | New | 9 | $906 |
| JOET Virtus Terranova US Qual Mom | VIRTUS US QLTY | Sold out | 0 | $5before 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 |