Stock Taper 
AE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Halliburton Company | HAL | 40.32K | $1.37M |
 Flex Ltd. | FLEX | 41.01K | $6.65M |
 Service Corporation International | SCI | 41.16K | $3.13M |
 Colgate-Palmolive Company | CL | 41.17K | $3.77M |
 TransUnion | TRU | 41.26K | $2.98M |
 Abrdn Healthcare Investors | HQH | 41.8K | $918.7K |
 BWX Technologies, Inc. | BWXT | 42.06K | $8.19M |
 KLA Corporation | KLAC | 42.23K | $12.74M |
 Warner Bros. Discovery, Inc. | WBD | 42.48K | $1.13M |
 American Tower Corporation | AMT | 42.58K | $6.96M |
 The Charles Schwab Corporation | SCHW | 42.74K | $3.94M |
 Phillips Edison & Co. | PECO | 42.77K | $1.78M |
 The TJX Companies, Inc. | TJX | 42.99K | $6.51M |
 PayPal Holdings, Inc. | PYPL | 43.23K | $1.87M |
 Adobe Inc. | ADBE | 43.34K | $8.89M |
 Smartstop Self Storage REIT Inc | SMA | 44.11K | $1.43M |
 Intercontinental Exchange, Inc. | ICE | 44.18K | $5.44M |
 Lumen Technologies, Inc. | LUMN | 44.37K | $340.75K |
 Duke Energy Corporation | DUK | 44.41K | $5.62M |
 FS KKR Capital Corp. | FSK | 46.48K | $488K |