Stock Taper

AE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Revvity, Inc.RVTY17.25K$1.92M
Space Exploration Technologies Corp.SPCX16.95K$2.9M
PennantPark Floating Rate Capital Ltd.PFLT16.9K$126.39K
Aflac IncorporatedAFL16.79K$1.97M
GE Vernova Inc.GEV16.77K$19.7M
The Macerich CompanyMAC16.66K$419.78K
RLI Corp.RLI16.59K$980.18K
The Travelers Companies, Inc.TRV16.54K$5.46M
Super Micro Computer, Inc.SMCI16.53K$484.75K
Banco Bilbao Vizcaya Argentaria, S.A.BBVA16.5K$413.4K
Performance Food Group CoPFGC16.38K$1.83M
Haleon plcHLN16.38K$152.83K
Banco Santander, S.A.SAN16.24K$224.17K
FMC CorporationFMC16.22K$186.56K
Intuitive Surgical, Inc.ISRG16.1K$6.4M
Interactive Brokers Group, Inc.IBKR16.01K$1.39M
SKYX Platforms Corp.SKYX16K$17.68K
Unilever PLCUL15.85K$952.99K
Prologis, Inc.PLD15.84K$2.15M
HSBC Holdings plcHSBC15.82K$1.5M