Stock Taper 
AE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Monolithic Power Systems, Inc. | MPWR | 527 | $728.42K |
 Lennox International Inc. | LII | 503 | $288.17K |
 MSCI Inc. | MSCI | 482 | $270.14K |
 Comfort Systems USA, Inc. | FIX | 401 | $794.9K |
 RBC Bearings Incorporated | RBC | 347 | $223.49K |
 Occidental Petroleum Corporation | OXY-WT | 341 | $9.08K |
 Atlanta Braves Holdings, Inc. | BATRA | 295 | $16.61K |
 News Corporation | NWS | 272 | $7.63K |
 TransDigm Group Incorporated | TDG | 249 | $331.9K |
 AutoZone, Inc. | AZO | 195 | $622K |
 Markel Corporation | MKL | 110 | $214.83K |
 Greif, Inc. | GEF | 53 | $3.95K |
 Lennar Corporation | LEN-B | 34 | $3.02K |
 Wells Fargo & Company | WFC-PL | 16 | $18.51K |
 Berkshire Hathaway Inc. | BRK-A | 3 | $2.25M |
 Bank of America Corporation | BAC-PL | 1 | $1.25K |