Stock Taper

AE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
N-able, Inc.NABL21.41K$78.59K
Realty Income CorporationO21.61K$1.34M
3M CompanyMMM21.68K$3.51M
Kite Realty Group TrustKRG21.76K$617.66K
Brown & Brown, Inc.BRO22.06K$1.42M
Dow Inc.DOW22.37K$611.99K
CoreWeave, Inc. Class A Common StockCRWV22.63K$2.25M
Cadence Design Systems, Inc.CDNS22.68K$8.51M
Johnson Controls International plcJCI22.77K$3.33M
Toll Brothers, Inc.TOL23.41K$3.86M
Lincoln National CorporationLNC23.71K$838.19K
Fulton Financial CorporationFULT23.87K$577.52K
Incyte CorporationINCY24.05K$2.73M
Teva Pharmaceutical Industries LimitedTEVA24.14K$817.72K
Cigna CorporationCI24.17K$6.66M
Embecta Corp.EMBC24.41K$79.58K
Zoetis Inc.ZTS24.94K$1.79M
GSK plcGSK25.38K$1.33M
Option Care Health, Inc.OPCH25.4K$532.6K
Kimco Realty CorporationKIM25.4K$643.92K