
AE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | LXP | 291K | $2.60M |
![]() | OMC | 290K | $23.66M |
![]() | AFL | 289K | $32.33M |
![]() | ABBV | 286K | $66.30M |
![]() | ICE | 278K | $46.91M |
![]() | BRK-B | 278K | $139.80M |
![]() | NKE | 275K | $19.18M |
![]() | TROW | 260K | $26.70M |
![]() | CVS | 257K | $19.39M |
![]() | MRK | 255K | $21.40M |
![]() | V | 248K | $84.57M |
![]() | TSLA | 246K | $109.59M |
![]() | CMS | 244K | $17.89M |
![]() | PEP | 242K | $34.05M |
![]() | ATR | 231K | $30.83M |
![]() | PRU | 229K | $23.72M |
![]() | TJX | 229K | $33.05M |
![]() | KIM | 213K | $4.65M |
![]() | NI | 213K | $9.21M |
![]() | AMAT | 209K | $42.76M |

LXP Industrial Trust
LXP
Shares Held
291K
Value
$2.60M

Omnicom Group Inc.
OMC
Shares Held
290K
Value
$23.66M

Aflac Incorporated
AFL
Shares Held
289K
Value
$32.33M

AbbVie Inc.
ABBV
Shares Held
286K
Value
$66.30M

Intercontinental Exchange, Inc.
ICE
Shares Held
278K
Value
$46.91M

Berkshire Hathaway Inc.
BRK-B
Shares Held
278K
Value
$139.80M

NIKE, Inc.
NKE
Shares Held
275K
Value
$19.18M

T. Rowe Price Group, Inc.
TROW
Shares Held
260K
Value
$26.70M

CVS Health Corporation
CVS
Shares Held
257K
Value
$19.39M

Merck & Co., Inc.
MRK
Shares Held
255K
Value
$21.40M

Visa Inc.
V
Shares Held
248K
Value
$84.57M

Tesla, Inc.
TSLA
Shares Held
246K
Value
$109.59M

CMS Energy Corporation
CMS
Shares Held
244K
Value
$17.89M

PepsiCo, Inc.
PEP
Shares Held
242K
Value
$34.05M

AptarGroup, Inc.
ATR
Shares Held
231K
Value
$30.83M

Prudential Financial, Inc.
PRU
Shares Held
229K
Value
$23.72M

The TJX Companies, Inc.
TJX
Shares Held
229K
Value
$33.05M

Kimco Realty Corporation
KIM
Shares Held
213K
Value
$4.65M

NiSource Inc.
NI
Shares Held
213K
Value
$9.21M

Applied Materials, Inc.
AMAT
Shares Held
209K
Value
$42.76M
