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 EIX
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,524,573 | 348,792 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $28,386,674 | 472,954 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $19,167,948 | 346,743 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $24,900,599 | 482,570 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $13,346,716 | 226,523 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $14,418,848 | 180,597 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $14,881,057 | 170,870 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $12,923,709 | 179,971 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $12,845,975 | 181,620 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $14,686,476 | 205,434 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,033,716 | 237,537 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $17,423,754 | 250,882 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $17,748,867 | 251,436 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $13,560,730 | 213,152 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,090,312 | 160,663 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $7,827,214 | 123,770 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,674,454 | 80,948 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,591,109 | 67,269 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,378,178 | 60,901 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,562,177 | 44,313 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,410,443 | 24,069 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,680,435 | 58,587 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,138,737 | 42,068 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,676,223 | 30,864 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,912,390 | 34,904 | Shares | Sole | 2020-05-07 | |
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