AE Wealth Management LLC
Top Portfolio Positions
864 positions ·
$8,662,524,957 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,604,413 | $628,609,601 | 7.26% |
| AAPL |
Apple Inc.
Technology
|
2,418,374 | $613,759,102 | 7.09% |
| MSFT |
Microsoft Corp
Technology
|
1,284,331 | $475,420,766 | 5.49% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,596,626 | $332,529,266 | 3.84% |
| GOOGL |
Alphabet Inc.
Communication Services
|
874,394 | $251,440,701 | 2.90% |
| AVGO |
Broadcom Inc.
Technology
|
724,608 | $224,273,388 | 2.59% |
| META |
Meta Platforms, Inc.
Communication Services
|
359,570 | $205,720,747 | 2.37% |
| XOM |
Exxon Mobil Corp
Energy
|
1,002,282 | $170,047,128 | 1.96% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
463,812 | $136,434,898 | 1.58% |
| JNJ |
Johnson & Johnson
Healthcare
|
547,306 | $133,783,443 | 1.54% |
Portfolio Trend
Holdings in D
Export CSVShares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,323,605 | 522,867 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $24,818,931 | 423,604 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,478,909 | 40,525 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $21,224,874 | 375,529 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $19,462,940 | 347,119 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $16,365,720 | 303,857 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $16,296,944 | 282,003 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $14,136,402 | 288,498 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $14,244,382 | 289,579 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $19,212,895 | 408,785 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,529,411 | 437,193 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $22,964,359 | 443,413 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $7,212,501 | 129,002 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $8,193,087 | 133,612 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,948,315 | 143,949 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $19,763,430 | 247,631 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $16,694,650 | 196,477 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $14,262,568 | 181,550 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $12,077,946 | 165,406 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $10,619,167 | 144,341 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $8,661,946 | 114,033 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $9,711,854 | 129,147 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $10,387,819 | 131,608 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $10,946,717 | 134,845 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $7,561,252 | 104,741 | Shares | Sole | 2020-05-07 | |
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