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 401–450 of 2,453
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FMAR | FIRST TR EXCHNG TRADED FD VI | 18K | $500K+ | SH |
| PVEX | ELEVATION SERIES TRUST | 29K | $500K+ | SH |
| HQH | ABRDN HEALTHCARE INVESTORS | 44K | $500K+ | SH |
| NGG | NATIONAL GRID PLC | 11K | $500K+ | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 31K | $500K+ | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 19K | $500K+ | SH |
| PPL | PPL CORP | 23K | $500K+ | SH |
| CNA | CNA FINL CORP | 17K | $500K+ | SH |
| PNW | PINNACLE WEST CAP CORP | 9K | $500K+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 11K | $500K+ | SH |
| LONZ | PIMCO ETF TR | 16K | $500K+ | SH |
| HYLS | FIRST TR EXCHANGE-TRADED FD | 19K | $500K+ | SH |
| OGE | OGE ENERGY CORP | 19K | $500K+ | SH |
| AJUL | INNOVATOR ETFS TRUST | 27K | $500K+ | SH |
| QYLD | GLOBAL X FDS | 44K | $500K+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 17K | $500K+ | SH |
| CCJ | CAMECO CORP | 9K | $500K+ | SH |
| BG | BUNGE GLOBAL SA | 9K | $500K+ | SH |
| TEAM | ATLASSIAN CORPORATION | 5K | $500K+ | SH |
| QBUL | ELEVATION SERIES TRUST | 32K | $500K+ | SH |
| CAG | CONAGRA BRANDS INC | 44K | $500K+ | SH |
| USIG | ISHARES TR | 15K | $500K+ | SH |
| NOCT | INNOVATOR ETFS TRUST | 13K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 9K | $500K+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 12K | $500K+ | SH |
| SIXJ | AIM ETF PRODUCTS TRUST | 22K | $500K+ | SH |
| DTE | DTE ENERGY CO | 6K | $500K+ | SH |
| IP | INTERNATIONAL PAPER CO | 19K | $500K+ | SH |
| DDLS | WISDOMTREE TR | 17K | $500K+ | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 6K | $500K+ | SH |
| ZDEK | INNOVATOR ETFS TRUST | 29K | $500K+ | SH |
| FTXO | FIRST TR EXCHANGE TRADED FD | 19K | $500K+ | SH |
| NJAN | INNOVATOR ETFS TRUST | 13K | $500K+ | SH |
| IBD | NORTHERN LTS FD TR IV | 30K | $500K+ | SH |
| CARY | ANGEL OAK FUNDS TRUST | 35K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1K | $500K+ | SH |
| FCOM | FIDELITY COVINGTON TRUST | 10K | $500K+ | SH |
| NAUG | INNOVATOR ETFS TRUST | 24K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 9K | $500K+ | SH |
| HSCZ | ISHARES TR | 18K | $500K+ | SH |
| TMUS | T-MOBILE US INC | 4K | $500K+ | SH |
| SW | SMURFIT WESTROCK PLC | 18K | $500K+ | SH |
| UDEC | INNOVATOR ETFS TRUST | 18K | $500K+ | SH |
| SPXL | DIREXION SHS ETF TR | 3K | $500K+ | SH |
| CLOA | BLACKROCK ETF TRUST II | 14K | $500K+ | SH |
| SGOL | ETFS GOLD TR | 17K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 6K | $500K+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 7K | $500K+ | SH |
| AOA | ISHARES TR | 8K | $500K+ | SH |