Stock Taper

AE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Exponent, Inc.EXPO4.2K$246.79K
Iron Mountain IncorporatedIRM4.21K$531.81K
Badger Meter, Inc.BMI4.22K$625.95K
RPM International Inc.RPM4.27K$474.78K
Stride, Inc.LRN4.29K$369.88K
Equifax Inc.EFX4.29K$681.59K
Voya Financial, Inc.VOYA4.34K$393.41K
Hilton Worldwide Holdings Inc.HLT4.35K$1.44M
Autodesk, Inc.ADSK4.36K$848.07K
Lululemon Athletica Inc.LULU4.42K$504.31K
CarMax, Inc.KMX4.44K$234.76K
Bloom Energy CorporationBE4.58K$1.39M
CF Industries Holdings, Inc.CF4.6K$498.1K
M&T Bank CorporationMTB4.64K$1.1M
Qnity Electronics, Inc.Q4.67K$763.03K
OneMain Holdings, Inc.OMF4.7K$286.79K
Donaldson Company, Inc.DCI4.82K$432.28K
Southwest Gas Holdings, Inc.SWX4.84K$429.2K
Edwards Lifesciences CorporationEW4.84K$437.82K
The Hartford Insurance Group, Inc.HIG4.85K$643.06K