AE Wealth Management LLC
Top Portfolio Positions
866 positions ·
$8,794,708,675 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 CION
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $386,097 | 56,447 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $529,181 | 54,724 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $481,972 | 50,841 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $316,987 | 33,123 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $332,017 | 32,079 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $311,448 | 27,320 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $371,696 | 31,235 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $351,746 | 29,022 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $269,379 | 24,489 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,191,206 | 282,158 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,998,550 | 283,685 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,767,110 | 266,581 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,361,071 | 239,217 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,974,394 | 202,502 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,545,002 | 181,765 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,105,300 | 127,046 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $901,346 | 68,963 | Shares | Sole | 2022-01-20 | |
| No 13F history on record for this holder in this stock. | ||||||