Stock Taper

AE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Entegris, Inc.ENTG63.33K$11.39M
BorgWarner Inc.BWA63.25K$4.2M
Uber Technologies, Inc.UBER62.99K$4.55M
Shopify Inc.SHOP62.62K$7.15M
BellRing Brands, Inc.BRBR61.38K$794.31K
Nasdaq, Inc.NDAQ60.62K$4.78M
The J. M. Smucker CompanySJM60.25K$6.78M
JetBlue Airways CorporationJBLU59.87K$343.02K
Linde plcLIN59.09K$30.67M
Invesco Ltd.IVZ58.04K$1.53M
CION Investment CorporationCION57.84K$360.34K
Marvell Technology, Inc.MRVL57.7K$17.19M
Enbridge Inc.ENB57.6K$3.12M
iShares Defense Industrials ActIDEF57.45K$1.83M
Brandywine Realty TrustBDN57.39K$181.93K
Vestis CorporationVSTS56.84K$825.33K
Tractor Supply CompanyTSCO56.47K$1.79M
Boston Scientific CorporationBSX56.35K$2.41M
The Kroger Co.KR56.02K$3.11M
Caterpillar Inc.CAT55.71K$59.32M