CIK 1697723
AE Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
2,453
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 2,453
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EWZ | ISHARES INC | 22K | $500K+ | SH |
| FTC | FIRST TR EXCHANGE-TRADED ALP | 4K | $500K+ | SH |
| EQR | EQUITY RESIDENTIAL | 11K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 3K | $500K+ | SH |
| SPTI | SPDR SERIES TRUST | 24K | $500K+ | SH |
| KLAC | KLA CORP | 560 | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| SUB | ISHARES TR | 6K | $500K+ | SH |
| AHYB | AMERICAN CENTY ETF TR | 14K | $500K+ | SH |
| TDSC | EXCHANGE LISTED FDS TR | 27K | $500K+ | SH |
| VRSN | VERISIGN INC | 3K | $500K+ | SH |
| VDC | VANGUARD WORLD FD | 3K | $500K+ | SH |
| BBY | BEST BUY INC | 10K | $500K+ | SH |
| CLX | CLOROX CO DEL | 7K | $500K+ | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 10K | $500K+ | SH |
| SILA | SILA REALTY TRUST INC | 28K | $500K+ | SH |
| TSLX | SIXTH STREET SPECIALTY LENDI | 30K | $500K+ | SH |
| CORP | PIMCO ETF TR | 7K | $500K+ | SH |
| FAUG | FIRST TR EXCHNG TRADED FD VI | 12K | $500K+ | SH |
| CATH | GLOBAL X FDS | 8K | $500K+ | SH |
| IYY | ISHARES TR | 4K | $500K+ | SH |
| OKE | ONEOK INC NEW | 9K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 8K | $500K+ | SH |
| IRM | IRON MTN INC DEL | 8K | $500K+ | SH |
| HPQ | HP INC | 29K | $500K+ | SH |
| HSBC | HSBC HLDGS PLC | 8K | $500K+ | SH |
| AOM | ISHARES TR | 13K | $500K+ | SH |
| CMDT | PIMCO ETF TR | 23K | $500K+ | SH |
| IGOV | ISHARES TR | 15K | $500K+ | SH |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 14K | $500K+ | SH |
| QVOY | ULTIMUS MANAGERS TR | 23K | $500K+ | SH |
| UTG | REAVES UTIL INCOME FD | 17K | $500K+ | SH |
| CLM | CORNERSTONE STRATEGIC INVEST | 72K | $500K+ | SH |
| BFEB | INNOVATOR ETFS TRUST | 12K | $500K+ | SH |
| KNGZ | FIRST TR EXCHANGE TRADED FD | 17K | $500K+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| FTDS | FIRST TR EXCHANGE-TRADED FD | 11K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| KO | COCA COLA CO | 8K | $500K+ | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 4K | $500K+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 7K | $500K+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 18K | $500K+ | SH |
| FJUL | FIRST TR EXCHNG TRADED FD VI | 11K | $500K+ | SH |
| ABT | ABBOTT LABS | 5K | $500K+ | SH |
| IEMG | ISHARES INC | 9K | $500K+ | SH |
| IXJ | ISHARES TR | 6K | $500K+ | SH |
| FXH | FIRST TR EXCHANGE TRADED FD | 5K | $500K+ | SH |
| FSIG | FIRST TR EXCHANGE-TRADED FD | 31K | $500K+ | SH |
| BDEC | INNOVATOR ETFS TRUST | 12K | $500K+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 13K | $500K+ | SH |