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 351–400 of 2,453
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EXC | EXELON CORP | 24K | $1M+ | SH |
| MAS | MASCO CORP | 16K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 13K | $1M+ | SH |
| PAPR | INNOVATOR ETFS TRUST | 26K | $1M+ | SH |
| EVG | EATON VANCE SHORT DURATION D | 92K | $1M+ | SH |
| HTGC | HERCULES CAPITAL INC | 54K | $1M+ | SH |
| EDV | VANGUARD WORLD FD | 15K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 17K | $500K+ | SH |
| ZFEB | INNOVATOR ETFS TRUST | 39K | $500K+ | SH |
| DBMF | LITMAN GREGORY FDS TR | 35K | $500K+ | SH |
| FE | FIRSTENERGY CORP | 22K | $500K+ | SH |
| IBHG | ISHARES TR | 44K | $500K+ | SH |
| GPC | GENUINE PARTS CO | 8K | $500K+ | SH |
| PNOV | INNOVATOR ETFS TRUST | 23K | $500K+ | SH |
| CMS | CMS ENERGY CORP | 14K | $500K+ | SH |
| GIS | GENERAL MLS INC | 21K | $500K+ | SH |
| NEAR | ISHARES U S ETF TR | 19K | $500K+ | SH |
| JSI | JANUS DETROIT STR TR | 19K | $500K+ | SH |
| CRWV | COREWEAVE INC | 13K | $500K+ | SH |
| INTC | INTEL CORP | 26K | $500K+ | SH |
| XT | ISHARES TR | 14K | $500K+ | SH |
| COWZ | PACER FDS TR | 16K | $500K+ | SH |
| COR | CENCORA INC | 3K | $500K+ | SH |
| EYLD | CAMBRIA ETF TR | 24K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $500K+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 13K | $500K+ | SH |
| FITB | FIFTH THIRD BANCORP | 20K | $500K+ | SH |
| ERNZ | ELEVATION SERIES TRUST | 45K | $500K+ | SH |
| FMF | FIRST TR EXCHANGE-TRADED FD | 20K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 7K | $500K+ | SH |
| MAIN | MAIN STR CAP CORP | 15K | $500K+ | SH |
| BINC | BLACKROCK ETF TRUST II | 18K | $500K+ | SH |
| FOCT | FIRST TR EXCHNG TRADED FD VI | 19K | $500K+ | SH |
| IAGG | ISHARES TR | 18K | $500K+ | SH |
| CEFZ | ELEVATION SERIES TRUST | 112K | $500K+ | SH |
| AMLP | ALPS ETF TR | 19K | $500K+ | SH |
| FDMO | FIDELITY COVINGTON TRUST | 11K | $500K+ | SH |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 39K | $500K+ | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 38K | $500K+ | SH |
| FDFF | FIDELITY COVINGTON TRUST | 25K | $500K+ | SH |
| BKHY | BNY MELLON ETF TRUST | 19K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 8K | $500K+ | SH |
| ES | EVERSOURCE ENERGY | 13K | $500K+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 6K | $500K+ | SH |
| LAZ | LAZARD INC | 18K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 2K | $500K+ | SH |
| ORI | OLD REP INTL CORP | 19K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP | 8K | $500K+ | SH |
| DON | WISDOMTREE TR | 17K | $500K+ | SH |
| BTI | BRITISH AMERN TOB PLC | 15K | $500K+ | SH |