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 301–350 of 2,453
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EIX | EDISON INTL | 22K | $1M+ | SH |
| FJP | FIRST TR EXCH TRD ALPHDX FD | 20K | $1M+ | SH |
| FDCF | FIDELITY COVINGTON TRUST | 27K | $1M+ | SH |
| AIQ | GLOBAL X FDS | 26K | $1M+ | SH |
| D | DOMINION ENERGY INC | 22K | $1M+ | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 108K | $1M+ | SH |
| IJJ | ISHARES TR | 10K | $1M+ | SH |
| CFG | CITIZENS FINL GROUP INC | 22K | $1M+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 75K | $1M+ | SH |
| XEL | XCEL ENERGY INC | 17K | $1M+ | SH |
| OMC | OMNICOM GROUP INC | 16K | $1M+ | SH |
| ZTS | ZOETIS INC | 10K | $1M+ | SH |
| ADBE | ADOBE INC | 4K | $1M+ | SH |
| DFEV | DIMENSIONAL ETF TRUST | 37K | $1M+ | SH |
| GIAX | TIDAL TRUST II | 75K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 38K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 42K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 25K | $1M+ | SH |
| IDEV | ISHARES TR | 15K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 46K | $1M+ | SH |
| FLDR | FIDELITY MERRIMACK STR TR | 24K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 44K | $1M+ | SH |
| XOVR | ENTREPRENEURSHARES SERIES TR | 60K | $1M+ | SH |
| KORP | AMERICAN CENTY ETF TR | 25K | $1M+ | SH |
| EBAY | EBAY INC. | 14K | $1M+ | SH |
| KEY | KEYCORP | 58K | $1M+ | SH |
| NI | NISOURCE INC | 29K | $1M+ | SH |
| CRDT | SIMPLIFY EXCHANGE TRADED FUN | 51K | $1M+ | SH |
| MRK | MERCK & CO INC | 11K | $1M+ | SH |
| ILDR | FIRST TR EXCHNG TRADED FD VI | 36K | $1M+ | SH |
| XTRE | BONDBLOXX ETF TRUST | 23K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 36K | $1M+ | SH |
| KDEC | INNOVATOR ETFS TRUST | 45K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 28K | $1M+ | SH |
| HYS | PIMCO ETF TR | 12K | $1M+ | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 87K | $1M+ | SH |
| TFLO | ISHARES TR | 22K | $1M+ | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 7K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 22K | $1M+ | SH |
| FBOT | FIDELITY COVINGTON TRUST | 33K | $1M+ | SH |
| AOR | ISHARES TR | 17K | $1M+ | SH |
| NNOV | INNOVATOR ETFS TRUST | 38K | $1M+ | SH |
| ZMAR | INNOVATOR ETFS TRUST | 39K | $1M+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 19K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 7K | $1M+ | SH |
| FVAL | FIDELITY COVINGTON TRUST | 15K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 15K | $1M+ | SH |
| UOCT | INNOVATOR ETFS TRUST | 27K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 6K | $1M+ | SH |
| NANC | TIDAL TRUST I | 23K | $1M+ | SH |