AE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DRI | 5K | $927.50K |
 | GBCI | 5K | $234.61K |
 | TTD | 5K | $233.05K |
 | PB | 5K | $315.22K |
 | SMTC | 5K | $336.89K |
 | DEO | 5K | $449.27K |
 | CRC | 5K | $248.41K |
 | CACI | 5K | $2.33M |
 | ADC | 5K | $330.67K |
 | KMX | 5K | $204.77K |
 | CMC | 5K | $260.17K |
 | NVT | 5K | $446.23K |
 | VTR | 4K | $314.81K |
 | MPLX | 4K | $221.51K |
 | MGA | 4K | $209.47K |
 | NYT | 4K | $253.06K |
 | OMF | 4K | $248.87K |
 | AEE | 4K | $457.60K |
 | SYK | 4K | $1.61M |
 | UTHR | 4K | $1.80M |
Darden Restaurants, Inc.
DRI
Shares Held
5K
Value
$927.50K
Glacier Bancorp, Inc.
GBCI
Shares Held
5K
Value
$234.61K
The Trade Desk, Inc.
TTD
Shares Held
5K
Value
$233.05K
Prosperity Bancshares, Inc.
PB
Shares Held
5K
Value
$315.22K
Semtech Corporation
SMTC
Shares Held
5K
Value
$336.89K
Diageo plc
DEO
Shares Held
5K
Value
$449.27K
California Resources Corporation
CRC
Shares Held
5K
Value
$248.41K
CACI International Inc
CACI
Shares Held
5K
Value
$2.33M
Agree Realty Corporation
ADC
Shares Held
5K
Value
$330.67K
CarMax, Inc.
KMX
Shares Held
5K
Value
$204.77K
Commercial Metals Company
CMC
Shares Held
5K
Value
$260.17K
nVent Electric plc
NVT
Shares Held
5K
Value
$446.23K
Ventas, Inc.
VTR
Shares Held
4K
Value
$314.81K
MPLX Lp
MPLX
Shares Held
4K
Value
$221.51K
Magna International Inc.
MGA
Shares Held
4K
Value
$209.47K
The New York Times Company
NYT
Shares Held
4K
Value
$253.06K
OneMain Holdings, Inc.
OMF
Shares Held
4K
Value
$248.87K
Ameren Corporation
AEE
Shares Held
4K
Value
$457.60K
Stryker Corporation
SYK
Shares Held
4K
Value
$1.61M
United Therapeutics Corporation
UTHR
Shares Held
4K
Value
$1.80M