Stock Taper

AE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Smartstop Self Storage REIT IncSMA44.11K$1.43M
Adobe Inc.ADBE43.34K$8.89M
PayPal Holdings, Inc.PYPL43.23K$1.87M
The TJX Companies, Inc.TJX42.99K$6.51M
Phillips Edison & Co.PECO42.77K$1.78M
The Charles Schwab CorporationSCHW42.74K$3.94M
American Tower CorporationAMT42.58K$6.96M
Warner Bros. Discovery, Inc.WBD42.48K$1.13M
KLA CorporationKLAC42.23K$12.74M
BWX Technologies, Inc.BWXT42.06K$8.19M
Abrdn Healthcare InvestorsHQH41.8K$918.7K
TransUnionTRU41.26K$2.98M
Colgate-Palmolive CompanyCL41.17K$3.77M
Service Corporation InternationalSCI41.16K$3.13M
Flex Ltd.FLEX41.01K$6.65M
Halliburton CompanyHAL40.32K$1.37M
Textron Inc.TXT40.3K$3.7M
Cardinal Health, Inc.CAH39.61K$9.41M
Neogen CorporationNEOG38.88K$349.51K
Union Pacific CorporationUNP38.47K$10.46M