AE Wealth Management LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Apple Inc Leads the Way as AE Wealth Management LLC Adjusts Holdings in Q2-Q3 2023

In the ever-evolving world of finance, it's crucial for investment firms to stay ahead of the game. One way they do this is by regularly assessing and adjusting their holdings. AE Wealth Management LLC is no exception, and their Q2 2023 vs. Q3 2023 13F Holdings Comparison reveals some interesting insights into their investment strategy.

During this period, AE Wealth Management LLC saw an overall increase in the value of their holdings, with a few standout performers. Let's take a closer look at how some of their top holdings have evolved.

1. Apple Inc (AAPL)

Apple Inc, the multinational technology giant, saw a significant increase in shares held by AE Wealth Management LLC. In Q2 2023, they held 2,674,118 shares, which increased to 2,873,580 shares in Q3 2023. Despite a slight decrease in value (-5.1%), Apple Inc remains a key player in the portfolio.

2. SPDR SER TR (SPLG)

AE Wealth Management LLC's holdings in SPDR SER TR, a widely-traded fund that tracks the performance of the S&P 500, also saw an increase. The number of shares held rose from 6,785,651 in Q2 2023 to 7,285,184 in Q3 2023, resulting in a 3.6% increase in value.

3. Microsoft Corp (MSFT)

Microsoft Corp, a leading technology company, experienced a modest change in AE Wealth Management LLC's holdings. The number of shares held increased from 935,764 in Q2 2023 to 1,004,612 in Q3 2023, with a marginal decrease in value (-0.5%).

4. Vanguard Index FDS (IVV)

AE Wealth Management LLC made slight adjustments in their holdings of Vanguard Index FDS, one of the largest exchange-traded funds (ETFs) in the world. The number of shares held decreased from 724,620 in Q2 2023 to 716,360 in Q3 2023, resulting in a 4.8% decrease in value.

5. Vanguard Index FDS (VOO)

Similar to their holdings in Vanguard Index FDS, AE Wealth Management LLC also reduced their holdings in Vanguard Index FDS. The number of shares held decreased from 806,352 in Q2 2023 to 763,831 in Q3 2023, resulting in an 8.7% decrease in value.

These are just a few examples of the changes AE Wealth Management LLC made in their holdings during Q2-Q3 2023. It's clear that they are actively managing their portfolio to increase value and adapt to market trends.

It's worth noting that the changes in holdings reflect the investment decisions made by AE Wealth Management LLC and do not constitute investment advice. Investors should conduct thorough research and consult with their financial advisors before making any investment decisions.

Overall, AE Wealth Management LLC's Q2 2023 vs. Q3 2023 13F Holdings Comparison highlights their commitment to strategically managing their investments. By continuously evaluating and adjusting their holdings, they aim to optimize returns for their clients.