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 IP
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,212,404 | 482,141 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $14,765,353 | 374,851 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $15,419,163 | 332,310 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $14,337,637 | 306,164 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $14,918,937 | 279,643 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $21,550,747 | 400,423 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $19,939,044 | 408,169 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $19,084,631 | 442,286 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $18,481,268 | 473,636 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $19,714,944 | 545,365 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,812,057 | 586,751 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $20,602,764 | 647,682 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $22,409,739 | 621,457 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $19,045,287 | 549,965 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,710,685 | 400,968 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,814,782 | 234,635 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,430,725 | 139,344 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,078,913 | 108,108 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $5,337,495 | 100,794 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,811,034 | 82,865 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,514,348 | 68,636 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,145,538 | 45,569 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,858,699 | 48,416 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,653,836 | 49,601 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $752,515 | 25,527 | Shares | Sole | 2020-05-07 | |
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