AE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KO | 117K | $7.74M |
 | PRCH | 117K | $1.96M |
 | MAS | 116K | $8.17M |
 | EMR | 113K | $14.83M |
 | RTX | 112K | $18.67M |
 | AMGN | 110K | $31.11M |
 | IBM | 109K | $30.64M |
 | KKR | 105K | $13.60M |
 | PHM | 104K | $13.73M |
 | COP | 103K | $9.78M |
 | EBAY | 101K | $9.23M |
 | ET | 101K | $1.73M |
 | SCHW | 100K | $9.53M |
 | BEN | 94K | $2.18M |
 | GOOG | 93K | $22.75M |
 | CWEN | 92K | $2.60M |
 | NEM | 91K | $7.70M |
 | MRVL | 89K | $7.51M |
 | OKLO | 89K | $9.97M |
 | VST | 87K | $17.13M |
The Coca-Cola Company
KO
Shares Held
117K
Value
$7.74M
Porch Group, Inc.
PRCH
Shares Held
117K
Value
$1.96M
Masco Corporation
MAS
Shares Held
116K
Value
$8.17M
Emerson Electric Co.
EMR
Shares Held
113K
Value
$14.83M
RTX Corporation
RTX
Shares Held
112K
Value
$18.67M
Amgen Inc.
AMGN
Shares Held
110K
Value
$31.11M
International Business Machines Corporation
IBM
Shares Held
109K
Value
$30.64M
KKR & Co. Inc.
KKR
Shares Held
105K
Value
$13.60M
PulteGroup, Inc.
PHM
Shares Held
104K
Value
$13.73M
ConocoPhillips
COP
Shares Held
103K
Value
$9.78M
eBay Inc.
EBAY
Shares Held
101K
Value
$9.23M
Energy Transfer LP
ET
Shares Held
101K
Value
$1.73M
The Charles Schwab Corporation
SCHW
Shares Held
100K
Value
$9.53M
Franklin Resources, Inc.
BEN
Shares Held
94K
Value
$2.18M
Alphabet Inc.
GOOG
Shares Held
93K
Value
$22.75M
Clearway Energy, Inc.
CWEN
Shares Held
92K
Value
$2.60M
Newmont Corporation
NEM
Shares Held
91K
Value
$7.70M
Marvell Technology, Inc.
MRVL
Shares Held
89K
Value
$7.51M
Oklo Inc.
OKLO
Shares Held
89K
Value
$9.97M
Vistra Corp.
VST
Shares Held
87K
Value
$17.13M