AE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STLD | 3K | $479.92K |
 | CAVA | 3K | $206.66K |
 | ECL | 3K | $934.82K |
 | ABNB | 3K | $413.88K |
 | VOYA | 3K | $254.80K |
 | SYF | 3K | $241.09K |
 | AFG | 3K | $493.17K |
 | CXT | 3K | $226.03K |
 | EOG | 3K | $377.78K |
 | IR | 3K | $272.17K |
 | CR | 3K | $599.34K |
 | KLAC | 3K | $3.48M |
 | BDX | 3K | $596.83K |
 | WELL | 3K | $567.82K |
 | FI | 3K | $406.44K |
 | DGX | 3K | $586.48K |
 | ARE | 3K | $254.40K |
 | SWX | 3K | $235.47K |
 | MDB | 3K | $925.55K |
 | EXPO | 3K | $205.54K |
Steel Dynamics, Inc.
STLD
Shares Held
3K
Value
$479.92K
CAVA Group, Inc.
CAVA
Shares Held
3K
Value
$206.66K
Ecolab Inc.
ECL
Shares Held
3K
Value
$934.82K
Airbnb, Inc.
ABNB
Shares Held
3K
Value
$413.88K
Voya Financial, Inc.
VOYA
Shares Held
3K
Value
$254.80K
Synchrony Financial
SYF
Shares Held
3K
Value
$241.09K
American Financial Group, Inc.
AFG
Shares Held
3K
Value
$493.17K
Crane NXT, Co.
CXT
Shares Held
3K
Value
$226.03K
EOG Resources, Inc.
EOG
Shares Held
3K
Value
$377.78K
Ingersoll Rand Inc.
IR
Shares Held
3K
Value
$272.17K
Crane Company
CR
Shares Held
3K
Value
$599.34K
KLA Corporation
KLAC
Shares Held
3K
Value
$3.48M
Becton, Dickinson and Company
BDX
Shares Held
3K
Value
$596.83K
Welltower Inc.
WELL
Shares Held
3K
Value
$567.82K
Fiserv, Inc.
FI
Shares Held
3K
Value
$406.44K
Quest Diagnostics Incorporated
DGX
Shares Held
3K
Value
$586.48K
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
3K
Value
$254.40K
Southwest Gas Holdings, Inc.
SWX
Shares Held
3K
Value
$235.47K
MongoDB, Inc.
MDB
Shares Held
3K
Value
$925.55K
Exponent, Inc.
EXPO
Shares Held
3K
Value
$205.54K