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,
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  "SKX",
  "SU",
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  "GEF-B",
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  null,
  "VYM",
  "AHR",
  "GEF",
  "GLDD",
  null,
  null,
  "GPRE",
  "DD",
  "VRTX",
  "MGC",
  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,
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  "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 41 of 108

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LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

Shares:2.5K

Value:$477.8K

% of Portfolio:0.0% ($477.8K/$9.6B)

30151E723

Shares:21.4K

Value:$476.5K

% of Portfolio:0.0% ($476.5K/$9.6B)

45782C649

Shares:13.8K

Value:$473.5K

% of Portfolio:0.0% ($473.5K/$9.6B)

NATIONAL FUEL GAS CO

NFG|636180101

Shares:6.0K

Value:$473.0K

% of Portfolio:0.0% ($473.0K/$9.6B)

Woodward, Inc.

WWD|980745103

Shares:2.6K

Value:$471.4K

% of Portfolio:0.0% ($471.4K/$9.6B)

45782C755

Shares:11.4K

Value:$460.8K

% of Portfolio:0.0% ($460.8K/$9.6B)

45783Y442

Shares:15.5K

Value:$460.5K

% of Portfolio:0.0% ($460.5K/$9.6B)

Corteva, Inc.

CTVA|22052L104

Shares:7.3K

Value:$460.3K

% of Portfolio:0.0% ($460.3K/$9.6B)

46435G847

Shares:13.7K

Value:$459.1K

% of Portfolio:0.0% ($459.1K/$9.6B)

97717Y790

Shares:10.1K

Value:$458.7K

% of Portfolio:0.0% ($458.7K/$9.6B)

025072356

Shares:10.6K

Value:$456.5K

% of Portfolio:0.0% ($456.5K/$9.6B)

53656G498

Shares:9.9K

Value:$455.5K

% of Portfolio:0.0% ($455.5K/$9.6B)

46137V472

Shares:5.0K

Value:$455.0K

% of Portfolio:0.0% ($455.0K/$9.6B)

33740U802

Shares:12.2K

Value:$453.6K

% of Portfolio:0.0% ($453.6K/$9.6B)

PARSONS CORP

PSN|70202L102

Shares:7.7K

Value:$453.3K

% of Portfolio:0.0% ($453.3K/$9.6B)

BECTON DICKINSON & CO

BDX|075887109

Shares:2.0K

Value:$447.7K

% of Portfolio:0.0% ($447.7K/$9.6B)

45784N817

Shares:17.5K

Value:$446.4K

% of Portfolio:0.0% ($446.4K/$9.6B)

87283Q826

Shares:14.6K

Value:$446.4K

% of Portfolio:0.0% ($446.4K/$9.6B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.3K

Value:$446.1K

% of Portfolio:0.0% ($446.1K/$9.6B)

37954Y483

Shares:26.8K

Value:$445.4K

% of Portfolio:0.0% ($445.4K/$9.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	2.5K	QoQ -23.36% (-770) YoY -50.54% (-2.6K)	All Managers (Combined)	$477.8K	0.0% ($477.8K/$9.6B)	QoQ -22.68% (-$140.2K) YoY -63.37% (-$826.7K)
(cusip30151E723)✕	21.4K	QoQ +3.55% (+735) YoY +10.39% (+2.0K)	All Managers (Combined)	$476.5K	0.0% ($476.5K/$9.6B)	QoQ +6.44% (+$28.8K) YoY +11.19% (+$48.0K)
(cusip45782C649)✕	13.8K	QoQ +32.33% (+3.4K) YoY +32.91% (+3.4K)	All Managers (Combined)	$473.5K	0.0% ($473.5K/$9.6B)	QoQ +29.38% (+$107.5K) YoY +38.83% (+$132.5K)
NATIONAL FUEL GAS CO(NFGcusip636180101)	6.0K	QoQ -2.86% (-176) YoY NEW(+6.0K)	All Managers (Combined)	$473.0K	0.0% ($473.0K/$9.6B)	QoQ +26.73% (-$99.8K) YoY NEW(+$473.0K)
Woodward, Inc.(WWDcusip980745103)	2.6K	QoQ -1.03% (-27) YoY -11.35% (-331)	All Managers (Combined)	$471.4K	0.0% ($471.4K/$9.6B)	QoQ +8.50% (-$37.0K) YoY +4.95% (-$22.3K)
(cusip45782C755)✕	11.4K	QoQ 0.00% (-0) YoY -14.73% (-2.0K)	All Managers (Combined)	$460.8K	0.0% ($460.8K/$9.6B)	QoQ -2.45% (-$11.6K) YoY -8.15% (-$40.9K)
(cusip45783Y442)✕	15.5K	QoQ +636.17% (+13.4K) YoY NEW(+15.5K)	All Managers (Combined)	$460.5K	0.0% ($460.5K/$9.6B)	QoQ +636.41% (+$397.9K) YoY NEW(+$460.5K)
Corteva, Inc.(CTVAcusip22052L104)	7.3K	QoQ +4.63% (+324) YoY -12.79% (-1.1K)	All Managers (Combined)	$460.3K	0.0% ($460.3K/$9.6B)	QoQ +15.61% (+$62.2K) YoY -4.83% (-$23.4K)
(cusip46435G847)✕	13.7K	QoQ +36.37% (+3.7K) YoY -95.06% (-264.4K)	All Managers (Combined)	$459.1K	0.0% ($459.1K/$9.6B)	QoQ +41.56% (+$134.8K) YoY -94.74% (-$8.3M)
(cusip97717Y790)✕	10.1K	QoQ -24.78% (-3.3K) YoY -32.15% (-4.8K)	All Managers (Combined)	$458.7K	0.0% ($458.7K/$9.6B)	QoQ -27.01% (-$169.8K) YoY -27.21% (-$171.5K)
(cusip025072356)✕	10.6K	QoQ +115.38% (+5.7K) YoY NEW(+10.6K)	All Managers (Combined)	$456.5K	0.0% ($456.5K/$9.6B)	QoQ +120.96% (+$249.9K) YoY NEW(+$456.5K)
(cusip53656G498)✕	9.9K	QoQ +84.54% (+4.5K) YoY NEW(+9.9K)	All Managers (Combined)	$455.5K	0.0% ($455.5K/$9.6B)	QoQ +55.52% (+$162.6K) YoY NEW(+$455.5K)
(cusip46137V472)✕	5.0K	QoQ -12.64% (-720) YoY +51.53% (+1.7K)	All Managers (Combined)	$455.0K	0.0% ($455.0K/$9.6B)	QoQ -18.81% (-$105.4K) YoY +26.01% (+$93.9K)
(cusip33740U802)✕	12.2K	QoQ -50.83% (-12.6K) YoY -53.08% (-13.8K)	All Managers (Combined)	$453.6K	0.0% ($453.6K/$9.6B)	QoQ -50.81% (-$468.6K) YoY -47.52% (-$410.8K)
PARSONS CORP(PSNcusip70202L102)	7.7K	QoQ 0.00% (-0) YoY +36.39% (-2.0K)	All Managers (Combined)	$453.3K	0.0% ($453.3K/$9.6B)	QoQ -35.81% (-$253.0K) YoY -2.63% (-$12.3K)
BECTON DICKINSON & CO(BDXcusip075887109)	2.0K	QoQ -9.24% (-199) YoY +8.49% (+153)	All Managers (Combined)	$447.7K	0.0% ($447.7K/$9.6B)	QoQ -8.37% (-$40.9K) YoY +0.42% (+$1.9K)
(cusip45784N817)✕	17.5K	QoQ NEW(+17.5K) YoY NEW(+17.5K)	All Managers (Combined)	$446.4K	0.0% ($446.4K/$9.6B)	QoQ NEW(+$446.4K) YoY NEW(+$446.4K)
(cusip87283Q826)✕	14.6K	QoQ -3.01% (-456) YoY NEW(+14.6K)	All Managers (Combined)	$446.4K	0.0% ($446.4K/$9.6B)	QoQ -8.32% (-$40.6K) YoY NEW(+$446.4K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.3K	QoQ -82.77% (-6.1K) YoY -82.77% (-6.1K)	All Managers (Combined)	$446.1K	0.0% ($446.1K/$9.6B)	QoQ -82.30% (-$2.1M) YoY -82.67% (-$2.1M)
(cusip37954Y483)✕	26.8K	QoQ -67.79% (-56.4K) YoY -51.33% (-28.3K)	All Managers (Combined)	$445.4K	0.0% ($445.4K/$9.6B)	QoQ -70.60% (-$1.1M) YoY -54.81% (-$540.3K)