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 OMC
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,507,584 | 351,980 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $25,474,587 | 315,475 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $23,658,433 | 290,181 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $19,426,298 | 270,035 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $18,654,981 | 225,003 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $17,105,854 | 198,813 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $18,879,417 | 182,604 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $16,091,453 | 179,392 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $16,077,829 | 166,162 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $16,784,151 | 194,014 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,948,551 | 214,132 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $20,745,269 | 218,027 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $25,471,139 | 269,993 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $19,855,198 | 243,413 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,545,572 | 198,852 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $289,489 | 4,551 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $432,124 | 5,091 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $391,701 | 5,346 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $350,271 | 4,834 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $430,666 | 5,384 | Shares | Sole | 2021-07-21 | |
| 2020-06-30 | $238,929 | 4,376 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $989,133 | 18,017 | Shares | Sole | 2020-05-07 | |
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