AE Wealth Management LLC
Top Portfolio Positions
866 positions ·
$8,790,595,606 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,604,413 | $628,609,601 | 7.15% | |
| AAPL |
Apple Inc.
Technology
|
2,418,374 | $613,759,102 | 6.98% | |
| MSFT |
Microsoft Corp
Technology
|
1,284,331 | $475,420,766 | 5.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,596,626 | $332,529,266 | 3.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
874,394 | $251,440,701 | 2.86% | |
| AVGO |
Broadcom Inc.
Technology
|
724,608 | $224,273,388 | 2.55% | |
| META |
Meta Platforms, Inc.
Communication Services
|
359,570 | $205,720,747 | 2.34% | |
| XOM |
Exxon Mobil Corp
Energy
|
1,002,282 | $170,047,128 | 1.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
463,812 | $136,434,898 | 1.55% | |
| JNJ |
Johnson & Johnson
Healthcare
|
547,306 | $133,783,443 | 1.52% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,705,063 | 58,640 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,878,102 | 67,736 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,648,557 | 69,589 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,193,701 | 67,209 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,443,669 | 79,237 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,057,426 | 79,468 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,192,517 | 84,425 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,986,935 | 86,539 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,026,139 | 92,265 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,482,339 | 121,743 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,842,130 | 100,773 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,987,229 | 104,536 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $734,590 | 37,652 | Shares | Sole | 2023-04-14 | |
| No 13F history on record for this holder in this stock. | ||||||