AE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RS | 3K | $736.85K |
 | ELV | 3K | $837.00K |
 | CASY | 3K | $1.46M |
 | CWST | 3K | $244.22K |
 | HIG | 3K | $341.77K |
 | TOL | 3K | $351.27K |
 | CRDO | 3K | $369.12K |
 | APD | 3K | $685.01K |
 | EAT | 3K | $317.33K |
 | JXN | 3K | $253.56K |
 | RPM | 3K | $295.18K |
 | HUBS | 2K | $1.12M |
 | TEL | 2K | $524.05K |
 | XPO | 2K | $306.82K |
 | COIN | 2K | $795.48K |
 | BLK | 2K | $2.67M |
 | SAIA | 2K | $657.99K |
 | HQY | 2K | $207.07K |
 | UI | 2K | $1.44M |
 | OSK | 2K | $281.66K |
Reliance Steel & Aluminum Co.
RS
Shares Held
3K
Value
$736.85K
Elevance Health Inc.
ELV
Shares Held
3K
Value
$837.00K
Casey's General Stores, Inc.
CASY
Shares Held
3K
Value
$1.46M
Casella Waste Systems, Inc.
CWST
Shares Held
3K
Value
$244.22K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
3K
Value
$341.77K
Toll Brothers, Inc.
TOL
Shares Held
3K
Value
$351.27K
Credo Technology Group Holding Ltd
CRDO
Shares Held
3K
Value
$369.12K
Air Products and Chemicals, Inc.
APD
Shares Held
3K
Value
$685.01K
Brinker International, Inc.
EAT
Shares Held
3K
Value
$317.33K
Jackson Financial Inc.
JXN
Shares Held
3K
Value
$253.56K
RPM International Inc.
RPM
Shares Held
3K
Value
$295.18K
HubSpot, Inc.
HUBS
Shares Held
2K
Value
$1.12M
TE Connectivity Ltd.
TEL
Shares Held
2K
Value
$524.05K
XPO Logistics, Inc.
XPO
Shares Held
2K
Value
$306.82K
Coinbase Global, Inc.
COIN
Shares Held
2K
Value
$795.48K
BlackRock, Inc.
BLK
Shares Held
2K
Value
$2.67M
Saia, Inc.
SAIA
Shares Held
2K
Value
$657.99K
HealthEquity, Inc.
HQY
Shares Held
2K
Value
$207.07K
Ubiquiti Inc.
UI
Shares Held
2K
Value
$1.44M
Oshkosh Corporation
OSK
Shares Held
2K
Value
$281.66K