AE Wealth Management LLC
CIK
1697723
City
TOPEKA
State / Country
KS
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 EVG
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,138,100 | 106,464 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,007,774 | 92,287 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,022,886 | 90,361 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $993,968 | 90,115 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $915,117 | 83,344 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $904,219 | 82,804 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $681,175 | 60,928 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $642,708 | 59,510 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $607,432 | 57,522 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $597,888 | 57,600 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $565,196 | 54,503 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $534,792 | 54,515 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $405,125 | 38,768 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $295,703 | 29,019 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $330,367 | 33,711 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $411,112 | 38,243 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $807,916 | 69,889 | Shares | Sole | 2022-04-18 | |
| No 13F history on record for this holder in this stock. | ||||||