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 851–900 of 2,453
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSTY | TIDAL TRUST II | 5K | $100K–$500K | SH |
| IDEC | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| AEG | AEGON LTD | 20K | $100K–$500K | SH |
| FELC | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| DCOR | DIMENSIONAL ETF TRUST | 2K | $100K–$500K | SH |
| IYW | ISHARES TR | 775 | $100K–$500K | SH |
| IYJ | ISHARES TR | 1K | $100K–$500K | SH |
| ARKQ | ARK ETF TR | 1K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 1K | $100K–$500K | SH |
| LVHD | LEGG MASON ETF INVT | 4K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 2K | $100K–$500K | SH |
| KVUE | KENVUE INC | 9K | $100K–$500K | SH |
| HYGW | ISHARES TR | 5K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 2K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 387 | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 3K | $100K–$500K | SH |
| VIS | VANGUARD WORLD FD | 502 | $100K–$500K | SH |
| OUSA | ALPS ETF TR | 3K | $100K–$500K | SH |
| SCHY | SCHWAB STRATEGIC TR | 5K | $100K–$500K | SH |
| CHRD | CHORD ENERGY CORPORATION | 2K | $100K–$500K | SH |
| UTES | ETFIS SER TR I | 2K | $100K–$500K | SH |
| XSMO | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 348 | $100K–$500K | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 711 | $100K–$500K | SH |
| FTRI | FIRST TR EXCHANGE TRADED FD | 9K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 3K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 2K | $100K–$500K | SH |
| TSPA | T ROWE PRICE ETF INC | 3K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 594 | $100K–$500K | SH |
| SO | SOUTHERN CO | 2K | $100K–$500K | SH |
| QCAP | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| BEN | FRANKLIN RESOURCES INC | 6K | $100K–$500K | SH |
| AAPR | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 765 | $100K–$500K | SH |
| UFEB | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| MARU | AIM ETF PRODUCTS TRUST | 5K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 174 | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| SGDM | SPROTT ETF TRUST | 2K | $100K–$500K | SH |
| EMCB | WISDOMTREE TR | 2K | $100K–$500K | SH |
| RPHS | TWO RDS SHARED TR | 14K | $100K–$500K | SH |
| IBDR | ISHARES TR | 6K | $100K–$500K | SH |
| TAN | INVESCO EXCH TRADED FD TR II | 3K | $100K–$500K | SH |
| ISHG | ISHARES TR | 2K | $100K–$500K | SH |
| BUYW | NORTHERN LTS FD TR IV | 10K | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC | 761 | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| ACWI | ISHARES TR | 965 | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 552 | $100K–$500K | SH |
| XMAG | TIDAL TRUST II | 6K | $100K–$500K | SH |