Stock Taper 
AE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Block, Inc. | XYZ | 10.75K | $817.13K |
 Franklin BSP Realty Trust, Inc. | FBRT | 10.8K | $87.88K |
 Marathon Petroleum Corporation | MPC | 10.82K | $2.77M |
 The Clorox Company | CLX | 10.83K | $1.03M |
 Patterson-UTI Energy, Inc. | PTEN | 10.83K | $99.44K |
 Weyerhaeuser Company | WY | 10.85K | $259.65K |
 Alcoa Corporation | AA | 10.87K | $566.57K |
 Vodafone Group Public Limited Company | VOD | 10.88K | $143.87K |
 Evergy, Inc. | EVRG | 10.94K | $945.32K |
 Unum Group | UNM | 11.02K | $985.34K |
 Tetra Tech, Inc. | TTEK | 11.06K | $319.4K |
 NeoGenomics, Inc. | NEO | 11.06K | $161.32K |
 Chubb Limited | CB | 11.07K | $3.77M |
 Oceaneering International, Inc. | OII | 11.11K | $449.97K |
 Delta Air Lines, Inc. | DAL | 11.13K | $1.04M |
 S&P Global Inc. | SPGI | 11.13K | $4.53M |
 The Scotts Miracle-Gro Company | SMG | 11.14K | $758.69K |
 W. P. Carey Inc. | WPC | 11.16K | $798.3K |
 Sonoco Products Company | SON | 11.18K | $629.84K |
| ER EQUITY RESIDENTIAL | EQR | 11.22K | $762.26K |