Ae-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VSGX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PINS",
  "SE",
  "FPI",
  "HOOD",
  "ESGR",
  "FLEX",
  "FN",
  "NVR",
  "JAZZ",
  null,
  "KTOS",
  null,
  "FLYW",
  null,
  "GDX",
  null,
  null,
  null,
  null,
  null,
  "OSK",
  null,
  null,
  "MORN",
  "TROW",
  "FTAI",
  "AES",
  "AFG",
  "MCHI",
  "AAL",
  null,
  "AKAM",
  null,
  "FLO",
  "PRGS",
  null,
  null,
  null,
  null,
  null,
  "RF",
  "RBA.TO",
  "QSR",
  "SMCI",
  null,
  "ATR",
  null,
  "GATX",
  "SNOW",
  "MU",
  null,
  "KRG",
  null,
  null,
  null,
  null,
  "FNDF",
  "FNDA",
  null,
  "MPLX",
  "ACN",
  "ZS",
  null,
  null,
  null,
  null,
  null,
  null,
  "KBH",
  "MMM",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  null,
  "ADBE",
  "FLG",
  "A",
  "APD",
  "BABA",
  "PAA",
  "MWA",
  "MAIN",
  null,
  null,
  null,
  null,
  "TNET",
  null,
  "VONG",
  null,
  null,
  "ALL",
  null,
  "GOOGL",
  null,
  "PXF",
  "VDE",
  null,
  null,
  null,
  "AXP",
  null,
  null,
  "GDXJ",
  "NMZ",
  null,
  "ALIT",
  "AEG",
  null,
  "SCHH",
  null,
  null,
  "APAM",
  "AIG",
  null,
  null,
  null,
  "BATRK",
  "TEAM",
  null,
  "ASML",
  "T",
  null,
  "BLK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CAT",
  "BUD",
  null,
  "AVDE",
  "AVGO",
  null,
  null,
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  "AVEM",
  "BRO",
  null,
  "AIT",
  null,
  "KMX",
  "ABR",
  "CP.TO",
  "ARCC",
  null,
  null,
  "FELE",
  "SAN",
  null,
  "WRB",
  null,
  null,
  null,
  "BSX",
  "HTZ",
  "HRB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DBEF",
  "LXP",
  null,
  null,
  null,
  "CCI",
  "COF",
  null,
  "CMI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LNC",
  null,
  "ZD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KRP",
  null,
  "DUK",
  "PECO",
  null,
  null,
  "D",
  null,
  null,
  null,
  "NWBI",
  null,
  null,
  null,
  null,
  "PTY",
  "ROKU",
  null,
  null,
  null,
  null,
  null,
  "RDFN",
  "EBAY",
  null,
  "UTG",
  "PDI",
  null,
  "SBH",
  "RGP",
  null,
  null,
  null,
  "PSEC",
  null,
  null,
  null,
  null,
  null,
  null,
  "WTRG",
  null,
  null,
  "SHLS",
  null,
  null,
  null,
  null,
  null,
  "EOG",
  null,
  "SXI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EXPD",
  "FFIV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "U",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BATRA",
  null,
  null,
  "NHC",
  "UP",
  null,
  "LWLG",
  null,
  null,
  null,
  "FCX",
  null,
  null,
  null,
  null,
  null,
  null,
  "CION",
  null,
  null,
  "FITB",
  "IBKR",
  null,
  null,
  null,
  null,
  null,
  "DDD",
  null,
  null,
  "OXSQ",
  null,
  null,
  "NMFC",
  null,
  null,
  null,
  null,
  "GD",
  null,
  null,
  "TSLX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GILD",
  null,
  null,
  null,
  null,
  null,
  "GIS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMSF",
  null,
  null,
  null,
  null,
  null,
  "HON",
  null,
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RPM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FBIN",
  null,
  null,
  null,
  "BEN",
  null,
  null,
  null,
  null,
  "FE",
  null,
  null,
  null,
  "UNP",
  null,
  null,
  "FULT",
  "GBCI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "QCOM",
  null,
  null,
  null,
  null,
  "GLPI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FSCO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SIL",
  null,
  null,
  "FBRT",
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HSBC",
  "HUBS",
  null,
  null,
  "EMXC",
  null,
  "GOF",
  "HLI",
  null,
  "HTZWW",
  "HWM",
  null,
  null,
  null,
  "ITW",
  null,
  null,
  null,
  null,
  null,
  "GSIE",
  null,
  null,
  null,
  "AMAT",
  null,
  null,
  null,
  null,
  null,
  "ING",
  null,
  "EMR",
  null,
  null,
  null,
  null,
  null,
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IGT",
  null,
  "NWL",
  null,
  null,
  null,
  null,
  null,
  null,
  "ICE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LYEL",
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PRCH",
  null,
  null,
  null,
  null,
  null,
  null,
  "RMM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SWK",
  null,
  null,
  "SSRM",
  null,
  null,
  null,
  null,
  null,
  "SR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TBI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  null,
  null,
  null,
  null,
  null,
  "PMM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CRF",
  null,
  null,
  null,
  null,
  null,
  "BBUS",
  null,
  null,
  "ASG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EVG",
  null,
  null,
  null,
  null,
  "LHX",
  null,
  "LRCX",
  "ICF",
  "IWS",
  null,
  null,
  null,
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HCWB",
  null,
  null,
  "MPC",
  null,
  null,
  null,
  null,
  null,
  null,
  "MMC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MRVL",
  null,
  null,
  null,
  "SILA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UI",
  "MDT",
  null,
  null,
  null,
  null,
  "BMI",
  "MSFT",
  null,
  null,
  null,
  null,
  "MDLZ",
  "MS",
  "TMUS",
  "NEOG",
  "NDAQ",
  "EQIX",
  "EQT",
  "EXC",
  "EVR",
  "EVRG",
  null,
  "FSS",
  null,
  null,
  null,
  "FHN",
  null,
  null,
  "GE",
  null,
  "GPC",
  null,
  null,
  null,
  null,
  null,
  null,
  "GWRE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NI",
  "HIG",
  "HES",
  "NVS",
  "TEVA",
  null,
  null,
  null,
  null,
  "OXY",
  null,
  "ILMN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "OMC",
  "ODFL",
  null,
  null,
  null,
  null,
  null,
  null,
  "ORLY",
  null,
  null,
  null,
  null,
  "EMN",
  null,
  "ADM",
  null,
  "PCAR",
  null,
  "SMR",
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  null,
  "KKR",
  "KLAC",
  null,
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  null,
  null,
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VHT",
  "AMH",
  null,
  null,
  null,
  "IRT",
  null,
  "DOC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  "IWF",
  null,
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  null,
  "PEP",
  null,
  null,
  "PNC",
  "IRM",
  null,
  null,
  null,
  null,
  "VGSH",
  null,
  "PGR",
  "IEMG",
  "IJK",
  "HTGC",
  null,
  null,
  null,
  null,
  null,
  "IVV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IYR",
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  null,
  null,
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  null,
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  null,
  null,
  "VZ",
  null,
  null,
  "PSTG",
  "KEYS",
  null,
  "LPLA",
  "MKC",
  "MDB",
  "MPW",
  null,
  "AMGN",
  "KVUE",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "NYT",
  null,
  "DGX",
  "PPG",
  null,
  "REGN",
  null,
  "FNDX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ROK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "STX",
  "SAP",
  null,
  null,
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  "AMT",
  null,
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  null,
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "UBER",
  "UAL",
  "UTHR",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "DTM",
  "PCH",
  "VXF",
  "AGNC",
  "SOUN",
  "VV",
  "RCL",
  "VOE",
  "OGE",
  "TTEC",
  "RKLB",
  "SCHW",
  "MNST",
  "EBC",
  "IVOO",
  "BWB",
  "ACU",
  "PAG",
  null,
  null,
  null,
  null,
  "ACWV",
  null,
  null,
  "PNW",
  "STAG",
  null,
  null,
  null,
  null,
  "VWO",
  null,
  "JBL",
  "VSS",
  null,
  null,
  null,
  null,
  null,
  null,
  "SIVR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NJR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PRF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  null,
  null,
  "NGG",
  null,
  null,
  null,
  null,
  "UVV",
  null,
  null,
  null,
  "EXP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EME",
  "VIG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TTE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWO",
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  "SKX",
  "SU",
  null,
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  "IWN",
  null,
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  null,
  null,
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  null,
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  "GSK",
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  "BN.TO",
  "GEF-B",
  "FSK",
  null,
  "VYM",
  "AHR",
  "GEF",
  "GLDD",
  null,
  null,
  "GPRE",
  "DD",
  "VRTX",
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  null,
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "GTN",
  "GPK",
  "VRT",
  null,
  null,
  null,
  "R",
  null,
  "MUR",
  "SAIA",
  "MMS",
  "SAIC",
  "SEIC",
  "LECO",
  "ONB",
  "RGLD",
  null,
  "NFG",
  "PRI",
  "MUSA",
  "MLI",
  "PSN",
  null,
  "UGI",
  "VOYA",
  "ARE",
  "ADSK",
  "AON",
  "THC",
  "SWX",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "WTS",
  "ACGL",
  null,
  null,
  "TOL",
  "SNX",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "ALLE",
  "SDY",
  "FI",
  "WSO",
  "IP",
  "F",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "EFX",
  "IR",
  "VLY",
  null,
  null,
  "ROIV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  null,
  "DYAI",
  "ES",
  "FLNG",
  "GLDG",
  "HOPE",
  null,
  "INGN",
  "IDCC",
  null,
  "IPG",
  null,
  null,
  null,
  null,
  null,
  null,
  "JBLU",
  null,
  null,
  null,
  "KN",
  null,
  "IDXX",
  "BIPC",
  null,
  null,
  "IEX",
  "PEG",
  null,
  "NVO",
  "DHI",
  null,
  "VIGI",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  null,
  null,
  null,
  null,
  null,
  "TTWO",
  "CMS",
  null,
  null,
  "IVE",
  null,
  "HCA",
  null,
  "PFG",
  null,
  "LUV",
  null,
  null,
  null,
  null,
  "IVZ",
  null,
  null,
  "RMBS",
  "ESGD",
  null,
  "HII",
  null,
  "REXR",
  null,
  null,
  null,
  null,
  "DOX",
  "ELS",
  null,
  "BBCA",
  null,
  "EGP",
  "CEF",
  "TPH",
  null,
  null,
  null,
  "HBAN",
  "PDD",
  "RGA",
  null,
  "VEU",
  "VPL",
  null,
  null,
  "VGT",
  null,
  "USB",
  null,
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
  "VGK",
  null,
  "VNQI",
  "BLV",
  null,
  null,
  "VYMI",
  null,
  null,
  null,
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  null,
  null,
  "VIOG",
  "VGLT",
  "VTWO",
  null,
  "VBK",
  "BNDX",
  null,
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VSAT",
  "VTV",
  "VEEV",
  "VRSN",
  "V",
  "VST",
  "WBD",
  "WMT",
  "WBA",
  null,
  "WERN",
  "WU",
  "WFC",
  "WELL",
  null,
  "WLY",
  null,
  null,
  "WSM",
  "WHR",
  "WPM",
  "WMB",
  null,
  null,
  "WWD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WPC",
  "WYNN",
  "XEL",
  "WDAY",
  "YUM",
  "XPO",
  "XYL",
  "IUSG",
  null,
  null,
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  null,
  "BBEU",
  "DTE",
  null,
  null,
  null,
  null,
  "OPFI",
  null,
  "FNF",
  "G",
  "FR",
  "MTB",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  null,
  "DVY",
  "CHKP",
  "SCHG",
  null,
  "SCHF",
  null,
  null,
  "SCHA",
  "JBHT",
  "LW",
  "KNX",
  "MSCI",
  "JKHY",
  "EIX",
  "NSC",
  "KEY",
  "LUMN",
  null,
  "JCI",
  "NXPI",
  "LH",
  "MFC",
  "KDP",
  null,
  "SO",
  null,
  null,
  "TTD",
  null,
  "SXT",
  "UFPI",
  "SON",
  "SJM",
  "SPXC",
  "TRMB",
  "PPL",
  "TRP",
  "HQH",
  "TDOC",
  null,
  "TGNA",
  "OTIS",
  "PB",
  "PSX",
  "CRM",
  "RNR",
  "RVTY",
  "RPRX",
  "SCI",
  null,
  null,
  "TDY",
  null,
  null,
  null,
  "SYY",
  "DIA",
  "ORI",
  null,
  "PFLT",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  "MANH",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  "ZION",
  null,
  "HALO",
  "LNTH",
  null,
  null,
  "IUSV",
  null,
  null,
  null,
  "GEV",
  "MELI",
  "ZM",
  "DGRO",
  "MCK",
  null,
  null,
  null,
  "NVT",
  null,
  "SPYV",
  null,
  null,
  "GWW",
  null,
  null,
  "ESGU",
  null,
  "NTAP",
  "PSA",
  null,
  "NUE",
  "NRG",
  null,
  null,
  "FDX",
  null,
  null,
  "STLA",
  null,
  null,
  "KMB",
  "ALV",
  "ADP",
  "AZO",
  "BAC",
  "BKU",
  "BMO",
  "BK",
  "BRK-A",
  null,
  "BRK-B",
  "BDX",
  "BSY",
  "BHP",
  "BJ",
  "BBY",
  "BMRN",
  null,
  null,
  null,
  null,
  "BA",
  "BAH",
  null,
  "EAT",
  "BWA",
  "BMY",
  "BDN",
  "BR",
  "BG",
  "CACI",
  "CHRW",
  "BWXT",
  null,
  "CDNS",
  "CWST",
  "CARR",
  "CCL",
  "CBRE",
  "CDW",
  "CASY",
  "LEU",
  "CNC",
  "CNP",
  "CVX",
  "GTLS",
  "CHTR",
  "CINF",
  "CB",
  "CHRD",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CLX",
  "CMTG",
  "CWEN",
  "CWEN-A",
  "CNA",
  "CME",
  null,
  "KO",
  "CMA",
  "CBSH",
  "COHR",
  "COIN",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "CBU",
  "CAG",
  "COP",
  "CRK",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DLR",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VOD",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  null,
  "AWK",
  null,
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 15,321
Total Value: 9586551180
Accession Number: 0001697723-25-000003
Form Type: 13F-HR
CIK: ae-wealth-management
Manager Name: Ae-Wealth-Management

Data Enrichment

76% identified

11,650 identified3,671 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

15,321 positions • $9.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 108

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53656F763

Shares:338.5K

Value:$11.3M

% of Portfolio:0.1% ($11.3M/$9.6B)

97717W505

Shares:227.3K

Value:$11.3M

% of Portfolio:0.1% ($11.3M/$9.6B)

CMS ENERGY CORP

CMS|125896100

Shares:144.6K

Value:$10.9M

% of Portfolio:0.1% ($10.9M/$9.6B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:11.5K

Value:$10.8M

% of Portfolio:0.1% ($10.8M/$9.6B)

025072323

Shares:221.7K

Value:$10.7M

% of Portfolio:0.1% ($10.7M/$9.6B)

092528603

Shares:203.0K

Value:$10.6M

% of Portfolio:0.1% ($10.6M/$9.6B)

ORACLE CORP

ORCL|68389X105

Shares:75.1K

Value:$10.5M

% of Portfolio:0.1% ($10.5M/$9.6B)

Invesco Ltd.

IVZ|G491BT108

Shares:691.3K

Value:$10.5M

% of Portfolio:0.1% ($10.5M/$9.6B)

98149E303

Shares:169.3K

Value:$10.5M

% of Portfolio:0.1% ($10.5M/$9.6B)

464287499

IWR|464287499

Shares:123.1K

Value:$10.5M

% of Portfolio:0.1% ($10.5M/$9.6B)

53656F698

Shares:269.8K

Value:$10.2M

% of Portfolio:0.1% ($10.2M/$9.6B)

COMCAST CORP

CMCSA|20030N101

Shares:277.4K

Value:$10.2M

% of Portfolio:0.1% ($10.2M/$9.6B)

808524201

SCHX|808524201

Shares:460.0K

Value:$10.2M

% of Portfolio:0.1% ($10.2M/$9.6B)

INTERPUBLIC GROUP OF COMPANIES, INC.

IPG|460690100

Shares:373.5K

Value:$10.1M

% of Portfolio:0.1% ($10.1M/$9.6B)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:84.9K

Value:$9.9M

% of Portfolio:0.1% ($9.9M/$9.6B)

Unum Group

UNM|91529Y106

Shares:121.6K

Value:$9.9M

% of Portfolio:0.1% ($9.9M/$9.6B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:240.6K

Value:$9.9M

% of Portfolio:0.1% ($9.9M/$9.6B)

46436F103

Shares:316.9K

Value:$9.9M

% of Portfolio:0.1% ($9.9M/$9.6B)

922908769

VTI|922908769

Shares:35.4K

Value:$9.7M

% of Portfolio:0.1% ($9.7M/$9.6B)

ONEOK INC /NEW/

OKE|682680103

Shares:97.8K

Value:$9.7M

% of Portfolio:0.1% ($9.7M/$9.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip53656F763)✕	338.5K	QoQ +0.71% (-2.4K) YoY +301.85% (+254.3K)	All Managers (Combined)	$11.3M	0.1% ($11.3M/$9.6B)	QoQ -2.45% (-$283.5K) YoY +315.81% (+$8.6M)
(cusip97717W505)✕	227.3K	QoQ +10.52% (+21.7K) YoY -53.54% (-262.0K)	All Managers (Combined)	$11.3M	0.1% ($11.3M/$9.6B)	QoQ +7.38% (+$774.0K) YoY -52.83% (-$12.6M)
CMS ENERGY CORP(CMScusip125896100)	144.6K	QoQ -25.82% (-50.4K) YoY -1.39% (-2.1K)	All Managers (Combined)	$10.9M	0.1% ($10.9M/$9.6B)	QoQ -16.40% (-$2.1M) YoY +22.73% (-$2.0M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	11.5K	QoQ -57.85% (-15.7K) YoY -29.08% (-4.7K)	All Managers (Combined)	$10.8M	0.1% ($10.8M/$9.6B)	QoQ -56.49% (-$14.1M) YoY -8.43% (-$999.7K)
(cusip025072323)✕	221.7K	QoQ -21.44% (-60.5K) YoY NEW(+221.7K)	All Managers (Combined)	$10.7M	0.1% ($10.7M/$9.6B)	QoQ -30.05% (-$4.6M) YoY NEW(+$10.7M)
(cusip092528603)✕	203.0K	QoQ -1.15% (-2.4K) YoY +39.41% (+57.4K)	All Managers (Combined)	$10.6M	0.1% ($10.6M/$9.6B)	QoQ -0.47% (-$50.4K) YoY +39.20% (+$3.0M)
ORACLE CORP(ORCLcusip68389X105)	75.1K	QoQ +26.11% (+15.6K) YoY +177.35% (+48.0K)	All Managers (Combined)	$10.5M	0.1% ($10.5M/$9.6B)	QoQ +5.80% (+$576.2K) YoY +208.71% (+$7.1M)
Invesco Ltd.(IVZcusipG491BT108)	691.3K	QoQ -14.14% (-113.9K) YoY +42.98% (+207.8K)	All Managers (Combined)	$10.5M	0.1% ($10.5M/$9.6B)	QoQ -25.49% (-$3.6M) YoY +30.74% (+$2.5M)
(cusip98149E303)✕	169.3K	QoQ +38.11% (+46.7K) YoY +263.06% (+122.6K)	All Managers (Combined)	$10.5M	0.1% ($10.5M/$9.6B)	QoQ +64.41% (+$4.1M) YoY +410.11% (+$8.4M)
(IWRcusip464287499)	123.1K	QoQ -27.66% (-47.1K) YoY -65.19% (-230.6K)	All Managers (Combined)	$10.5M	0.1% ($10.5M/$9.6B)	QoQ -30.38% (-$4.6M) YoY -64.79% (-$19.3M)
(cusip53656F698)✕	269.8K	QoQ +129.03% (+152.0K) YoY NEW(+269.8K)	All Managers (Combined)	$10.2M	0.1% ($10.2M/$9.6B)	QoQ +121.97% (+$5.6M) YoY NEW(+$10.2M)
COMCAST CORP(CMCSAcusip20030N101)	277.4K	QoQ -35.50% (-152.7K) YoY -42.83% (-207.8K)	All Managers (Combined)	$10.2M	0.1% ($10.2M/$9.6B)	QoQ -36.59% (-$5.9M) YoY -51.33% (-$10.8M)
(SCHXcusip808524201)	460.0K	QoQ +101.70% (+232.0K) YoY +2776.83% (+444.0K)	All Managers (Combined)	$10.2M	0.1% ($10.2M/$9.6B)	QoQ +92.13% (+$4.9M) YoY +923.52% (+$9.2M)
INTERPUBLIC GROUP OF COMPANIES, INC.(IPGcusip460690100)	373.5K	QoQ -14.52% (-63.5K) YoY -7.43% (-30.0K)	All Managers (Combined)	$10.1M	0.1% ($10.1M/$9.6B)	QoQ -17.14% (-$2.1M) YoY -22.95% (-$3.0M)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	84.9K	QoQ -0.48% (-415) YoY -29.71% (-35.9K)	All Managers (Combined)	$9.9M	0.1% ($9.9M/$9.6B)	QoQ -13.34% (-$1.5M) YoY -43.49% (-$7.6M)
Unum Group(UNMcusip91529Y106)	121.6K	QoQ +1859.47% (+115.4K) YoY NEW(+121.6K)	All Managers (Combined)	$9.9M	0.1% ($9.9M/$9.6B)	QoQ +2085.92% (+$9.5M) YoY NEW(+$9.9M)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	240.6K	QoQ -39.38% (-156.4K) YoY -22.72% (-70.7K)	All Managers (Combined)	$9.9M	0.1% ($9.9M/$9.6B)	QoQ -42.50% (-$7.3M) YoY -18.42% (-$2.2M)
(cusip46436F103)✕	316.9K	QoQ +18.72% (+50.0K) YoY -37.11% (-187.0K)	All Managers (Combined)	$9.9M	0.1% ($9.9M/$9.6B)	QoQ +41.41% (+$2.9M) YoY -11.58% (-$1.3M)
(VTIcusip922908769)	35.4K	QoQ -5.17% (-1.9K) YoY -0.77% (-277)	All Managers (Combined)	$9.7M	0.1% ($9.7M/$9.6B)	QoQ -10.07% (-$1.1M) YoY +4.92% (-$457.0K)
ONEOK INC /NEW/(OKEcusip682680103)	97.8K	QoQ -41.86% (-70.5K) YoY -39.20% (-63.1K)	All Managers (Combined)	$9.7M	0.1% ($9.7M/$9.6B)	QoQ -42.55% (-$7.2M) YoY -24.75% (-$3.2M)