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 IAUM
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,831,537 | 253,352 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $24,505,460 | 570,027 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $20,180,621 | 524,172 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $14,832,270 | 449,599 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $9,877,772 | 316,900 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,985,164 | 266,915 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,917,996 | 149,257 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,305,602 | 444,207 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $11,171,729 | 503,912 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $29,545,776 | 1,434,261 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $35,398,409 | 1,918,613 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $33,041,827 | 1,722,723 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $37,495,548 | 1,904,294 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $32,955,365 | 1,809,740 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $20,222,280 | 1,218,944 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,758,051 | 318,829 | Shares | Sole | 2022-08-03 | |
| No 13F history on record for this holder in this stock. | ||||||