AE Wealth Management LLC
Top Portfolio Positions
866 positions ·
$8,794,708,675 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 OGE
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,858,870 | 414,072 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $15,660,544 | 366,758 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $16,494,537 | 356,485 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $15,108,129 | 340,427 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $15,299,789 | 332,894 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,163,757 | 270,637 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $10,808,308 | 263,489 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $9,702,821 | 271,788 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $9,506,578 | 277,160 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $10,776,778 | 308,525 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,788,587 | 443,702 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $17,173,059 | 478,225 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $15,008,413 | 398,524 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $13,964,393 | 353,082 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,529,477 | 261,368 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,746,573 | 174,963 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,561,039 | 111,845 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,539,441 | 92,221 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,605,520 | 79,051 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,058,639 | 61,178 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,084,415 | 33,511 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $843,620 | 26,479 | Shares | Sole | 2021-02-01 | |
| No 13F history on record for this holder in this stock. | ||||||