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,
  "TXT",
  "TSCO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWO",
  "XLB",
  "PTON",
  "SKX",
  "SU",
  null,
  "GMED",
  "GNL",
  "IWN",
  null,
  "GDDY",
  null,
  null,
  "SNY",
  "IEF",
  "GGG",
  null,
  "TSM",
  "GSK",
  null,
  null,
  "OHI",
  null,
  null,
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  "GEF-B",
  "FSK",
  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,
  "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 66 of 108

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97717W125

Shares:3.1K

Value:$106.2K

% of Portfolio:0.0% ($106.2K/$9.6B)

37960A529

Shares:2.3K

Value:$106.1K

% of Portfolio:0.0% ($106.1K/$9.6B)

45782C391

Shares:2.3K

Value:$106.0K

% of Portfolio:0.0% ($106.0K/$9.6B)

97717W760

Shares:1.6K

Value:$105.0K

% of Portfolio:0.0% ($105.0K/$9.6B)

464287606

IJK|464287606

Shares:1.3K

Value:$104.7K

% of Portfolio:0.0% ($104.7K/$9.6B)

37954Y855

Shares:2.7K

Value:$103.2K

% of Portfolio:0.0% ($103.2K/$9.6B)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:1.3K

Value:$102.8K

% of Portfolio:0.0% ($102.8K/$9.6B)

025072539

Shares:2.9K

Value:$102.5K

% of Portfolio:0.0% ($102.5K/$9.6B)

HUBSPOT INC

HUBS|443573100

Shares:179

Value:$102.5K

% of Portfolio:0.0% ($102.5K/$9.6B)

00888H620

Shares:3.9K

Value:$101.7K

% of Portfolio:0.0% ($101.7K/$9.6B)

00888H463

Shares:4.1K

Value:$101.5K

% of Portfolio:0.0% ($101.5K/$9.6B)

33740U786

Shares:2.8K

Value:$101.3K

% of Portfolio:0.0% ($101.3K/$9.6B)

Alight, Inc. / Delaware

ALIT|01626W101

Shares:17.0K

Value:$100.8K

% of Portfolio:0.0% ($100.8K/$9.6B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:606

Value:$100.6K

% of Portfolio:0.0% ($100.6K/$9.6B)

02072L722

Shares:3.4K

Value:$100.6K

% of Portfolio:0.0% ($100.6K/$9.6B)

45783Y236

Shares:3.8K

Value:$100.3K

% of Portfolio:0.0% ($100.3K/$9.6B)

46654Q724

Shares:1.7K

Value:$100.2K

% of Portfolio:0.0% ($100.2K/$9.6B)

464288885

EFG|464288885

Shares:998

Value:$99.8K

% of Portfolio:0.0% ($99.8K/$9.6B)

M&T BANK CORP

MTB|55261F104

Shares:558

Value:$99.8K

% of Portfolio:0.0% ($99.8K/$9.6B)

025072877

Shares:1.1K

Value:$99.1K

% of Portfolio:0.0% ($99.1K/$9.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717W125)✕	3.1K	QoQ -19.97% (-777) YoY -59.53% (-4.6K)	All Managers (Combined)	$106.2K	0.0% ($106.2K/$9.6B)	QoQ -21.81% (-$29.6K) YoY -63.16% (-$182.2K)
(cusip37960A529)✕	2.3K	QoQ +259.05% (+1.6K) YoY NEW(+2.3K)	All Managers (Combined)	$106.1K	0.0% ($106.1K/$9.6B)	QoQ +346.78% (+$82.4K) YoY NEW(+$106.1K)
(cusip45782C391)✕	2.3K	QoQ -11.17% (-293) YoY NEW(+2.3K)	All Managers (Combined)	$106.0K	0.0% ($106.0K/$9.6B)	QoQ -12.34% (-$14.9K) YoY NEW(+$106.0K)
(cusip97717W760)✕	1.6K	QoQ -8.87% (-155) YoY NEW(+1.6K)	All Managers (Combined)	$105.0K	0.0% ($105.0K/$9.6B)	QoQ -4.49% (-$4.9K) YoY NEW(+$105.0K)
(IJKcusip464287606)	1.3K	QoQ -69.51% (-2.9K) YoY -97.78% (-55.5K)	All Managers (Combined)	$104.7K	0.0% ($104.7K/$9.6B)	QoQ -72.08% (-$270.5K) YoY -97.97% (-$5.1M)
(cusip37954Y855)✕	2.7K	QoQ -0.78% (-21) YoY -40.13% (-1.8K)	All Managers (Combined)	$103.2K	0.0% ($103.2K/$9.6B)	QoQ -5.59% (-$6.1K) YoY -48.71% (-$98.0K)
COSTAR GROUP, INC.(CSGPcusip22160N109)	1.3K	QoQ -96.54% (-36.3K) YoY -97.11% (-43.7K)	All Managers (Combined)	$102.8K	0.0% ($102.8K/$9.6B)	QoQ -96.17% (-$2.6M) YoY -97.63% (-$4.2M)
(cusip025072539)✕	2.9K	QoQ +244.18% (+2.1K) YoY NEW(+2.9K)	All Managers (Combined)	$102.5K	0.0% ($102.5K/$9.6B)	QoQ +238.35% (+$72.2K) YoY NEW(+$102.5K)
HUBSPOT INC(HUBScusip443573100)	179	QoQ -94.34% (-3.0K) YoY -96.30% (-4.7K)	All Managers (Combined)	$102.5K	0.0% ($102.5K/$9.6B)	QoQ -95.35% (-$2.1M) YoY -96.62% (-$2.9M)
(cusip00888H620)✕	3.9K	QoQ -6.11% (-252) YoY NEW(+3.9K)	All Managers (Combined)	$101.7K	0.0% ($101.7K/$9.6B)	QoQ -10.15% (-$11.5K) YoY NEW(+$101.7K)
(cusip00888H463)✕	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$101.5K	0.0% ($101.5K/$9.6B)	QoQ NEW(+$101.5K) YoY NEW(+$101.5K)
(cusip33740U786)✕	2.8K	QoQ -82.49% (-13.0K) YoY -87.43% (-19.2K)	All Managers (Combined)	$101.3K	0.0% ($101.3K/$9.6B)	QoQ -82.72% (-$485.4K) YoY -86.88% (-$671.3K)
Alight, Inc. / Delaware(ALITcusip01626W101)	17.0K	QoQ -15.13% (-3.0K) YoY +155.21% (+10.3K)	All Managers (Combined)	$100.8K	0.0% ($100.8K/$9.6B)	QoQ -27.27% (-$37.8K) YoY +53.64% (+$35.2K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	606	QoQ -93.57% (-8.8K) YoY -95.34% (-12.4K)	All Managers (Combined)	$100.6K	0.0% ($100.6K/$9.6B)	QoQ -94.59% (-$1.8M) YoY -94.31% (-$1.7M)
(cusip02072L722)✕	3.4K	QoQ -5.33% (-191) YoY NEW(+3.4K)	All Managers (Combined)	$100.6K	0.0% ($100.6K/$9.6B)	QoQ +3.09% (-$3.0K) YoY NEW(+$100.6K)
(cusip45783Y236)✕	3.8K	QoQ 0.00% (-0) YoY NEW(+3.8K)	All Managers (Combined)	$100.3K	0.0% ($100.3K/$9.6B)	QoQ -0.99% (-$1.0K) YoY NEW(+$100.3K)
(cusip46654Q724)✕	1.7K	QoQ +52.22% (+576) YoY NEW(+1.7K)	All Managers (Combined)	$100.2K	0.0% ($100.2K/$9.6B)	QoQ +46.43% (+$31.8K) YoY NEW(+$100.2K)
(EFGcusip464288885)	998	QoQ -99.88% (-858.9K) YoY -99.81% (-525.2K)	All Managers (Combined)	$99.8K	0.0% ($99.8K/$9.6B)	QoQ -99.88% (-$83.2M) YoY -99.81% (-$54.5M)
M&T BANK CORP(MTBcusip55261F104)	558	QoQ -66.34% (-1.1K) YoY -64.29% (-1.0K)	All Managers (Combined)	$99.8K	0.0% ($99.8K/$9.6B)	QoQ -67.98% (-$211.8K) YoY -56.11% (-$127.5K)
(cusip025072877)✕	1.1K	QoQ -60.08% (-1.7K) YoY -99.02% (-115.9K)	All Managers (Combined)	$99.1K	0.0% ($99.1K/$9.6B)	QoQ -63.93% (-$175.6K) YoY -99.09% (-$10.9M)