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 | 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 PDI
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,789,339 | 338,360 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,953,567 | 166,774 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $391,109 | 19,753 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $366,045 | 19,296 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,048,231 | 52,941 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,905,668 | 212,959 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,233,450 | 258,187 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,882,304 | 259,559 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,279,036 | 273,667 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,033,737 | 447,562 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,198,128 | 358,688 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,490,600 | 292,832 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,436,249 | 135,197 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,863,504 | 100,839 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,631,834 | 84,202 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $780,892 | 37,417 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $266,875 | 10,951 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $306,696 | 11,837 | Shares | Sole | 2022-01-20 | |
| No 13F history on record for this holder in this stock. | ||||||