AE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OTIS | 3K | $269.65K |
 | BWXT | 3K | $538.40K |
 | MSTR | 3K | $935.57K |
 | TT | 3K | $1.21M |
 | ADSK | 3K | $907.35K |
 | GATX | 3K | $498.77K |
 | ASML | 3K | $2.75M |
 | THC | 3K | $570.34K |
 | ALLE | 3K | $484.98K |
 | VLTO | 3K | $289.49K |
 | ALV | 3K | $334.79K |
 | RBA | 3K | $292.71K |
 | SPG | 3K | $506.55K |
 | FCFS | 3K | $426.32K |
 | SFBS | 3K | $215.28K |
 | JAZZ | 3K | $351.51K |
 | TRV | 3K | $743.90K |
 | ACLS | 3K | $258.55K |
 | UFPI | 3K | $246.41K |
 | WDC | 3K | $316.14K |
Otis Worldwide Corporation
OTIS
Shares Held
3K
Value
$269.65K
BWX Technologies, Inc.
BWXT
Shares Held
3K
Value
$538.40K
MicroStrategy Incorporated
MSTR
Shares Held
3K
Value
$935.57K
Trane Technologies plc
TT
Shares Held
3K
Value
$1.21M
Autodesk, Inc.
ADSK
Shares Held
3K
Value
$907.35K
GATX Corporation
GATX
Shares Held
3K
Value
$498.77K
ASML Holding N.V.
ASML
Shares Held
3K
Value
$2.75M
Tenet Healthcare Corporation
THC
Shares Held
3K
Value
$570.34K
Allegion plc
ALLE
Shares Held
3K
Value
$484.98K
Veralto Corporation
VLTO
Shares Held
3K
Value
$289.49K
Autoliv, Inc.
ALV
Shares Held
3K
Value
$334.79K
RB Global, Inc.
RBA
Shares Held
3K
Value
$292.71K
Simon Property Group, Inc.
SPG
Shares Held
3K
Value
$506.55K
FirstCash Holdings, Inc
FCFS
Shares Held
3K
Value
$426.32K
ServisFirst Bancshares, Inc.
SFBS
Shares Held
3K
Value
$215.28K
Jazz Pharmaceuticals plc
JAZZ
Shares Held
3K
Value
$351.51K
The Travelers Companies, Inc.
TRV
Shares Held
3K
Value
$743.90K
Axcelis Technologies, Inc.
ACLS
Shares Held
3K
Value
$258.55K
UFP Industries, Inc.
UFPI
Shares Held
3K
Value
$246.41K
Western Digital Corporation
WDC
Shares Held
3K
Value
$316.14K