AE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MO | 661K | $43.66M |
 | INTC | 657K | $22.04M |
 | AVGO | 592K | $195.22M |
 | HPQ | 573K | $15.60M |
 | WMT | 557K | $57.36M |
 | EIX | 526K | $29.10M |
 | TFC | 514K | $23.52M |
 | USB | 501K | $24.19M |
 | PLTR | 496K | $90.46M |
 | WFC | 490K | $41.04M |
 | CNP | 487K | $18.88M |
 | JNJ | 481K | $89.27M |
 | JPM | 478K | $150.79M |
 | CVX | 471K | $73.08M |
 | PPL | 458K | $17.00M |
 | CFG | 417K | $22.16M |
 | BWA | 417K | $18.31M |
 | TPH | 411K | $13.96M |
 | D | 406K | $24.84M |
 | APA | 404K | $9.80M |
Altria Group, Inc.
MO
Shares Held
661K
Value
$43.66M
Intel Corporation
INTC
Shares Held
657K
Value
$22.04M
Broadcom Inc.
AVGO
Shares Held
592K
Value
$195.22M
HP Inc.
HPQ
Shares Held
573K
Value
$15.60M
Walmart Inc.
WMT
Shares Held
557K
Value
$57.36M
Edison International
EIX
Shares Held
526K
Value
$29.10M
Truist Financial Corporation
TFC
Shares Held
514K
Value
$23.52M
U.S. Bancorp
USB
Shares Held
501K
Value
$24.19M
Palantir Technologies Inc.
PLTR
Shares Held
496K
Value
$90.46M
Wells Fargo & Company
WFC
Shares Held
490K
Value
$41.04M
CenterPoint Energy, Inc.
CNP
Shares Held
487K
Value
$18.88M
Johnson & Johnson
JNJ
Shares Held
481K
Value
$89.27M
JPMorgan Chase & Co.
JPM
Shares Held
478K
Value
$150.79M
Chevron Corporation
CVX
Shares Held
471K
Value
$73.08M
PPL Corporation
PPL
Shares Held
458K
Value
$17.00M
Citizens Financial Group, Inc.
CFG
Shares Held
417K
Value
$22.16M
BorgWarner Inc.
BWA
Shares Held
417K
Value
$18.31M
Tri Pointe Homes, Inc.
TPH
Shares Held
411K
Value
$13.96M
Dominion Energy, Inc.
D
Shares Held
406K
Value
$24.84M
APA Corporation
APA
Shares Held
404K
Value
$9.80M