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 1701–1750 of 2,453
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CSGS | CSG SYS INTL INC | 198 | $15K–$50K | SH |
| ROK | ROCKWELL AUTOMATION INC | 39 | $15K–$50K | SH |
| PB | PROSPERITY BANCSHARES INC | 220 | $15K–$50K | SH |
| JXN | JACKSON FINANCIAL INC | 142 | $15K–$50K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 79 | $15K–$50K | SH |
| XSD | SPDR SERIES TRUST | 47 | $15K–$50K | SH |
| IGF | ISHARES TR | 245 | $15K–$50K | SH |
| VEGI | ISHARES INC | 388 | $1K–$15K | SH |
| KMX | CARMAX INC | 387 | $1K–$15K | SH |
| GLDD | GREAT LAKES DREDGE & DOCK CO | 1K | $1K–$15K | SH |
| JPSE | J P MORGAN EXCHANGE TRADED F | 297 | $1K–$15K | SH |
| SAN | BANCO SANTANDER SA | 1K | $1K–$15K | SH |
| RES | RPC INC | 3K | $1K–$15K | SH |
| DJUN | FIRST TR EXCHNG TRADED FD VI | 313 | $1K–$15K | SH |
| EFX | EQUIFAX INC | 68 | $1K–$15K | SH |
| TILE | INTERFACE INC | 523 | $1K–$15K | SH |
| FCEF | FIRST TR EXCHNG TRADED FD VI | 635 | $1K–$15K | SH |
| WFC-PL | WELLS FARGO CO NEW | 12 | $1K–$15K | SH |
| GRPM | INVESCO EXCHANGE TRADED FD T | 121 | $1K–$15K | SH |
| IWL | ISHARES TR | 85 | $1K–$15K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 16 | $1K–$15K | SH |
| SBIO | ALPS ETF TR | 280 | $1K–$15K | SH |
| HYGH | ISHARES U S ETF TR | 166 | $1K–$15K | SH |
| WRB | BERKLEY W R CORP | 204 | $1K–$15K | SH |
| EZA | ISHARES INC | 208 | $1K–$15K | SH |
| DGS | WISDOMTREE TR | 249 | $1K–$15K | SH |
| BIBL | NORTHERN LTS FD TR IV | 314 | $1K–$15K | SH |
| PLMR | PALOMAR HLDGS INC | 105 | $1K–$15K | SH |
| MTUM | ISHARES TR | 56 | $1K–$15K | SH |
| AVEM | AMERICAN CENTY ETF TR | 183 | $1K–$15K | SH |
| JPLD | J P MORGAN EXCHANGE TRADED F | 268 | $1K–$15K | SH |
| RBC | RBC BEARINGS INC | 31 | $1K–$15K | SH |
| CAVA | CAVA GROUP INC | 236 | $1K–$15K | SH |
| ABNB | AIRBNB INC | 102 | $1K–$15K | SH |
| CWB | SPDR SERIES TRUST | 155 | $1K–$15K | SH |
| MVV | PROSHARES TR | 197 | $1K–$15K | SH |
| EBC | EASTERN BANKSHARES INC | 743 | $1K–$15K | SH |
| FLJJ | AIM ETF PRODUCTS TRUST | 428 | $1K–$15K | SH |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 299 | $1K–$15K | SH |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 254 | $1K–$15K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 203 | $1K–$15K | SH |
| AON | AON PLC | 38 | $1K–$15K | SH |
| OARK | TIDAL TRUST II | 368 | $1K–$15K | SH |
| AUGZ | ELEVATION SERIES TRUST | 316 | $1K–$15K | SH |
| DAN | DANA INC | 562 | $1K–$15K | SH |
| CON | CONCENTRA GROUP HOLDINGS PAR | 677 | $1K–$15K | SH |
| MISL | FIRST TR EXCHANGE-TRADED FD | 311 | $1K–$15K | SH |
| VSHY | VIRTUS ETF TR II | 609 | $1K–$15K | SH |
| JPRE | J P MORGAN EXCHANGE TRADED F | 284 | $1K–$15K | SH |
| DXCM | DEXCOM INC | 199 | $1K–$15K | SH |