Stock Taper 
AE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Concentra Group Holdings Parent, Inc. | CON | 15.54K | $462.54K |
 UGI Corporation | UGI | 15.5K | $535.22K |
 General Motors Company | GM | 15.46K | $1.19M |
 Consolidated Edison, Inc. | ED | 15.45K | $1.71M |
 Western Digital Corporation | WDC | 15.37K | $9.82M |
 Alibaba Group Holding Limited | BABA | 15.29K | $1.47M |
 CrowdStrike Holdings, Inc. | CRWD | 15.2K | $11.6M |
 The Toronto-Dominion Bank | TD | 15.17K | $1.84M |
 Carrier Global Corporation | CARR | 15.11K | $1.11M |
 Phillips 66 | PSX | 15.1K | $2.55M |
 NI Holdings, Inc. | NODK | 14.91K | $234.22K |
 Pilgrim's Pride Corporation | PPC | 14.91K | $419.04K |
 Dana Incorporated | DAN | 14.9K | $405.5K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 14.85K | $7.09M |
 Atmos Energy Corporation | ATO | 14.84K | $2.56M |
 Independence Realty Trust, Inc. | IRT | 14.77K | $246.5K |
| TH TWO HARBORS INVENTMENT CORPO | TWO | 14.75K | $183.1K |
 KKR & Co. Inc. | KKR | 14.67K | $1.35M |
 Lloyds Banking Group plc | LYG | 14.64K | $85.36K |
 Shell plc | SHEL | 14.5K | $1.12M |