Stock Taper

AE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Kraft Heinz CompanyKHC187.51K$4.43M
Mastercard IncorporatedMA194.34K$99.82M
UnitedHealth Group IncorporatedUNH194.45K$80.82M
Lam Research CorporationLRCX196.2K$85.02M
Xcel Energy Inc.XEL198.54K$15.94M
Merck & Co., Inc.MRK205.25K$26.38M
News CorporationNWSA207.45K$5.15M
Intuit Inc.INTU209.89K$54.78M
Target CorporationTGT213.53K$27.89M
Pinnacle West Capital CorporationPNW216.4K$23.16M
WEC Energy Group, Inc.WEC230.11K$26.87M
Applied Materials, Inc.AMAT236.95K$171.31M
RTX CorporationRTX243.2K$46.14M
International Business Machines CorporationIBM249.16K$70.07M
Micron Technology, Inc.MU254.09K$293.3M
Salesforce, Inc.CRM257.03K$40.27M
Principal Financial Group, Inc.PFG257.88K$27.79M
Church & Dwight Co., Inc.CHD260.33K$25.22M
CVS Health Corp.CVS270.72K$28.01M
Columbia Sportswear CompanyCOLM275.81K$17.05M