AE Wealth Management LLC
Top Portfolio Positions
864 positions ·
$8,662,267,630 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,604,413 | $628,609,601 | 7.26% | |
| 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
25 quarters · across all stocks
Holdings in KEY
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,703,932 | 1,431,619 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $22,739,330 | 1,101,713 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $25,154,382 | 1,345,875 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $22,413,818 | 1,286,673 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $19,180,838 | 1,199,553 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $21,479,862 | 1,253,202 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $20,391,525 | 1,217,405 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $17,014,930 | 1,197,392 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $18,105,619 | 1,145,201 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $22,596,912 | 1,569,230 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,248,376 | 1,603,009 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $15,456,311 | 1,672,761 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $13,524,016 | 1,080,193 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $12,703,935 | 729,273 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,050,915 | 564,976 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,309,816 | 540,326 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,190,089 | 321,273 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,608,886 | 242,494 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,853,971 | 224,513 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,655,173 | 177,006 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,293,224 | 114,776 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,769,958 | 168,797 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,722,247 | 228,185 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,076,629 | 170,495 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $654,378 | 63,103 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||