
AE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | O | 20K | $1.24M |
![]() | AEG | 20K | $162.07K |
![]() | HLN | 20K | $181.16K |
![]() | NEOG | 20K | $114.96K |
![]() | HOPE | 20K | $215.42K |
![]() | AHH | 20K | $139.38K |
![]() | RKLB | 20K | $945.08K |
![]() | CRWD | 19K | $9.52M |
![]() | DVN | 19K | $672.74K |
![]() | GLDD | 19K | $229.91K |
![]() | ETN | 19K | $7.17M |
![]() | FPI | 19K | $207.81K |
![]() | LNC | 19K | $769.77K |
![]() | FTRE | 19K | $159.06K |
![]() | LNT | 19K | $1.27M |
![]() | LUV | 19K | $597.92K |
![]() | COHR | 19K | $2.01M |
![]() | BWB | 19K | $326.36K |
![]() | GEV | 18K | $11.33M |
![]() | NRG | 18K | $2.94M |

Realty Income Corporation
O
Shares Held
20K
Value
$1.24M

Aegon Ltd.
AEG
Shares Held
20K
Value
$162.07K

Haleon plc
HLN
Shares Held
20K
Value
$181.16K

Neogen Corporation
NEOG
Shares Held
20K
Value
$114.96K

Hope Bancorp, Inc.
HOPE
Shares Held
20K
Value
$215.42K

Armada Hoffler Properties, Inc.
AHH
Shares Held
20K
Value
$139.38K

Rocket Lab USA, Inc.
RKLB
Shares Held
20K
Value
$945.08K

CrowdStrike Holdings, Inc.
CRWD
Shares Held
19K
Value
$9.52M

Devon Energy Corporation
DVN
Shares Held
19K
Value
$672.74K

Great Lakes Dredge & Dock Corporation
GLDD
Shares Held
19K
Value
$229.91K

Eaton Corporation plc
ETN
Shares Held
19K
Value
$7.17M

Farmland Partners Inc.
FPI
Shares Held
19K
Value
$207.81K

Lincoln National Corporation
LNC
Shares Held
19K
Value
$769.77K

Fortrea Holdings Inc.
FTRE
Shares Held
19K
Value
$159.06K

Alliant Energy Corporation
LNT
Shares Held
19K
Value
$1.27M

Southwest Airlines Co.
LUV
Shares Held
19K
Value
$597.92K

Coherent, Inc.
COHR
Shares Held
19K
Value
$2.01M

Bridgewater Bancshares, Inc.
BWB
Shares Held
19K
Value
$326.36K

GE Vernova Inc.
GEV
Shares Held
18K
Value
$11.33M

NRG Energy, Inc.
NRG
Shares Held
18K
Value
$2.94M
