AE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAT | 23K | $10.99M |
 | PPC | 23K | $933.89K |
 | FCX | 23K | $897.62K |
 | DAL | 23K | $1.30M |
 | FHN | 23K | $516.59K |
 | SMR | 23K | $817.96K |
 | BP | 23K | $779.27K |
 | VRSN | 23K | $6.32M |
 | KRG | 22K | $500.03K |
 | KN | 22K | $519.79K |
 | BK | 22K | $2.42M |
 | VLY | 22K | $232.15K |
 | PFLT | 22K | $193.75K |
 | SOFI | 22K | $575.70K |
 | MS | 22K | $3.42M |
 | CRK | 21K | $424.69K |
 | ILMN | 21K | $2.03M |
 | MLI | 21K | $2.13M |
 | ADP | 21K | $6.13M |
 | SHOP | 21K | $3.10M |
Caterpillar Inc.
CAT
Shares Held
23K
Value
$10.99M
Pilgrim's Pride Corporation
PPC
Shares Held
23K
Value
$933.89K
Freeport-McMoRan Inc.
FCX
Shares Held
23K
Value
$897.62K
Delta Air Lines, Inc.
DAL
Shares Held
23K
Value
$1.30M
First Horizon Corporation
FHN
Shares Held
23K
Value
$516.59K
NuScale Power Corporation
SMR
Shares Held
23K
Value
$817.96K
BP p.l.c.
BP
Shares Held
23K
Value
$779.27K
VeriSign, Inc.
VRSN
Shares Held
23K
Value
$6.32M
Kite Realty Group Trust
KRG
Shares Held
22K
Value
$500.03K
Knowles Corporation
KN
Shares Held
22K
Value
$519.79K
The Bank of New York Mellon Corporation
BK
Shares Held
22K
Value
$2.42M
Valley National Bancorp
VLY
Shares Held
22K
Value
$232.15K
PennantPark Floating Rate Capital Ltd.
PFLT
Shares Held
22K
Value
$193.75K
SoFi Technologies, Inc.
SOFI
Shares Held
22K
Value
$575.70K
Morgan Stanley
MS
Shares Held
22K
Value
$3.42M
Comstock Resources, Inc.
CRK
Shares Held
21K
Value
$424.69K
Illumina, Inc.
ILMN
Shares Held
21K
Value
$2.03M
Mueller Industries, Inc.
MLI
Shares Held
21K
Value
$2.13M
Automatic Data Processing, Inc.
ADP
Shares Held
21K
Value
$6.13M
Shopify Inc.
SHOP
Shares Held
21K
Value
$3.10M