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 901–950 of 2,453
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DTD | WISDOMTREE TR | 2K | $100K–$500K | SH |
| BILS | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 379 | $100K–$500K | SH |
| SSO | PROSHARES TR | 2K | $100K–$500K | SH |
| SRET | GLOBAL X FDS | 6K | $100K–$500K | SH |
| OVL | LISTED FDS TR | 2K | $100K–$500K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 12K | $100K–$500K | SH |
| EFG | ISHARES TR | 1K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 1K | $100K–$500K | SH |
| FTQI | FIRST TR EXCHANGE TRADED FD | 6K | $100K–$500K | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| GNR | SPDR INDEX SHS FDS | 2K | $100K–$500K | SH |
| AUGT | AIM ETF PRODUCTS TRUST | 4K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 5K | $100K–$500K | SH |
| CRF | CORNERSTONE TOTAL RETURN FD | 16K | $100K–$500K | SH |
| SHM | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| AJAN | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| QQMG | INVESCO EXCH TRADED FD TR II | 3K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 546 | $100K–$500K | SH |
| KAPR | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| GPIX | GOLDMAN SACHS ETF TR | 2K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 449 | $100K–$500K | SH |
| VIGI | VANGUARD WHITEHALL FDS | 1K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 439 | $100K–$500K | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 4K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 180 | $100K–$500K | SH |
| NVDY | TIDAL TRUST II | 8K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 2K | $100K–$500K | SH |
| KR | KROGER CO | 2K | $100K–$500K | SH |
| IJAN | INNOVATOR ETFS TRUST | 3K | $100K–$500K | SH |
| IJK | ISHARES TR | 1K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 781 | $100K–$500K | SH |
| O | REALTY INCOME CORP | 2K | $100K–$500K | SH |
| SMAX | ISHARES TR | 4K | $100K–$500K | SH |
| DES | WISDOMTREE TR | 4K | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC | 871 | $100K–$500K | SH |
| FIVA | FIDELITY COVINGTON TRUST | 3K | $100K–$500K | SH |
| DG | DOLLAR GEN CORP NEW | 888 | $100K–$500K | SH |
| IETC | ISHARES U S ETF TR | 1K | $100K–$500K | SH |
| QSPT | FIRST TR EXCHNG TRADED FD VI | 4K | $100K–$500K | SH |
| IWN | ISHARES TR | 648 | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC | 88 | $100K–$500K | SH |
| UHAL.B | U HAUL HOLDING COMPANY | 3K | $100K–$500K | SH |
| ILMN | ILLUMINA INC | 891 | $100K–$500K | SH |
| SOXQ | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| LEGR | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| EFA | ISHARES TR | 1K | $100K–$500K | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 4K | $100K–$500K | SH |
| SCZ | ISHARES TR | 1K | $100K–$500K | SH |