AE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LRCX | 56K | $7.49M |
 | CCL | 56K | $1.62M |
 | NDAQ | 56K | $4.94M |
 | SBUX | 55K | $4.66M |
 | DYAI | 54K | $63.43K |
 | CHRW | 53K | $7.00M |
 | CINF | 51K | $8.06M |
 | CION | 51K | $481.97K |
 | OGN | 50K | $538.70K |
 | MET | 50K | $4.12M |
 | ANF | 49K | $4.23M |
 | UPS | 49K | $4.12M |
 | DUK | 49K | $6.07M |
 | NFLX | 48K | $57.46M |
 | ENB | 48K | $2.41M |
 | HQH | 47K | $871.51K |
 | PECO | 46K | $1.56M |
 | EPD | 45K | $1.42M |
 | KR | 44K | $2.97M |
 | ADI | 44K | $10.79M |
Lam Research Corporation
LRCX
Shares Held
56K
Value
$7.49M
Carnival Corporation & plc
CCL
Shares Held
56K
Value
$1.62M
Nasdaq, Inc.
NDAQ
Shares Held
56K
Value
$4.94M
Starbucks Corporation
SBUX
Shares Held
55K
Value
$4.66M
Dyadic International, Inc.
DYAI
Shares Held
54K
Value
$63.43K
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
53K
Value
$7.00M
Cincinnati Financial Corporation
CINF
Shares Held
51K
Value
$8.06M
CION Investment Corporation
CION
Shares Held
51K
Value
$481.97K
Organon & Co.
OGN
Shares Held
50K
Value
$538.70K
MetLife, Inc.
MET
Shares Held
50K
Value
$4.12M
Abercrombie & Fitch Co.
ANF
Shares Held
49K
Value
$4.23M
United Parcel Service, Inc.
UPS
Shares Held
49K
Value
$4.12M
Duke Energy Corporation
DUK
Shares Held
49K
Value
$6.07M
Netflix, Inc.
NFLX
Shares Held
48K
Value
$57.46M
Enbridge Inc.
ENB
Shares Held
48K
Value
$2.41M
Abrdn Healthcare Investors
HQH
Shares Held
47K
Value
$871.51K
Phillips Edison & Company, Inc.
PECO
Shares Held
46K
Value
$1.56M
Enterprise Products Partners L.P.
EPD
Shares Held
45K
Value
$1.42M
The Kroger Co.
KR
Shares Held
44K
Value
$2.97M
Analog Devices, Inc.
ADI
Shares Held
44K
Value
$10.79M