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 FE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,470,093 | 463,287 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $17,057,209 | 380,997 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $17,155,393 | 374,409 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $13,962,390 | 346,806 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $12,945,940 | 320,286 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $10,372,418 | 260,745 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $10,770,208 | 242,846 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $9,478,818 | 247,683 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $9,402,222 | 243,455 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $10,387,904 | 283,358 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,220,751 | 357,541 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $13,936,885 | 358,459 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $14,449,081 | 360,686 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $12,789,015 | 304,936 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,951,299 | 241,927 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $7,797,124 | 203,103 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,224,531 | 135,729 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,876,884 | 117,261 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,774,045 | 105,953 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,300,415 | 88,697 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,087,678 | 60,181 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,607,882 | 52,528 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,319,052 | 45,944 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,232,777 | 31,789 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $378,060 | 9,435 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||