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
Holdings in LAZ
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $466,077 | 10,972 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $17,593,461 | 362,304 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $18,539,741 | 351,265 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $16,243,606 | 338,550 | Shares | Other | 2025-08-06 | |
| No 13F history on record for this holder in this stock. | ||||||