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 551–600 of 2,453
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AWK | AMERICAN WTR WKS CO INC NEW | 4K | $100K–$500K | SH |
| ISMD | NORTHERN LTS FD TR IV | 12K | $100K–$500K | SH |
| CHAT | TIDAL TRUST II | 8K | $100K–$500K | SH |
| IVES | WEDBUSH SER TR | 14K | $100K–$500K | SH |
| TRP | TC ENERGY CORP | 8K | $100K–$500K | SH |
| IEF | ISHARES TR | 5K | $100K–$500K | SH |
| JCPI | J P MORGAN EXCHANGE TRADED F | 9K | $100K–$500K | SH |
| EUHY | ISHARES INC | 8K | $100K–$500K | SH |
| AUGM | FIRST TR EXCHNG TRADED FD VI | 13K | $100K–$500K | SH |
| MGOV | FIRST TR EXCHANGE-TRADED FD | 22K | $100K–$500K | SH |
| REMX | VANECK ETF TRUST | 6K | $100K–$500K | SH |
| EAGG | ISHARES TR | 9K | $100K–$500K | SH |
| SUSC | ISHARES TR | 18K | $100K–$500K | SH |
| GLDM | WORLD GOLD TR | 5K | $100K–$500K | SH |
| TOTL | SSGA ACTIVE ETF TR | 11K | $100K–$500K | SH |
| IJR | ISHARES TR | 4K | $100K–$500K | SH |
| FMB | FIRST TR EXCH TRADED FD III | 8K | $100K–$500K | SH |
| GRNY | TIDAL TRUST I | 17K | $100K–$500K | SH |
| FSSL | FS SPECIALTY LENDING FD | 30K | $100K–$500K | SH |
| KAUG | INNOVATOR ETFS TRUST | 16K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| NJUL | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| UAPR | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| AUGW | AIM ETF PRODUCTS TRUST | 13K | $100K–$500K | SH |
| NLR | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| NOVM | FIRST TR EXCHNG TRADED FD VI | 12K | $100K–$500K | SH |
| SEPM | FIRST TR EXCHNG TRADED FD VI | 13K | $100K–$500K | SH |
| XTEN | BONDBLOXX ETF TRUST | 9K | $100K–$500K | SH |
| DSI | ISHARES TR | 3K | $100K–$500K | SH |
| NJUN | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| NRG | NRG ENERGY INC | 3K | $100K–$500K | SH |
| BNOV | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| IWV | ISHARES TR | 1K | $100K–$500K | SH |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 7K | $100K–$500K | SH |
| BMO | BANK MONTREAL QUE | 3K | $100K–$500K | SH |
| FXR | FIRST TR EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| MOAT | VANECK ETF TRUST | 4K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 511 | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| MGV | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| SCEC | CAPITOL SER TR | 15K | $100K–$500K | SH |
| USEP | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| FSEP | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| JUNM | FIRST TR EXCHNG TRADED FD VI | 11K | $100K–$500K | SH |
| SGRT | TIDAL TRUST I | 15K | $100K–$500K | SH |
| AVNM | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |