AE Wealth Management LLC
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 HBAN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,690,099 | 1,897,133 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $29,643,342 | 1,708,552 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $28,955,806 | 1,676,655 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $26,710,222 | 1,593,690 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $19,246,372 | 1,282,238 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $20,682,680 | 1,271,217 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $17,926,478 | 1,219,489 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $15,770,149 | 1,196,522 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $20,836,743 | 1,493,674 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $18,577,229 | 1,460,474 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,452,840 | 1,485,850 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $17,395,211 | 1,613,656 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $19,667,020 | 1,755,984 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $21,550,383 | 1,528,396 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $16,607,234 | 1,260,033 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,857,995 | 819,451 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,868,571 | 538,206 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,089,668 | 459,771 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $9,983,681 | 645,775 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,438,953 | 381,146 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,279,302 | 208,607 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,306,054 | 261,762 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,505,379 | 382,266 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,937,778 | 214,356 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,199,283 | 146,076 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||