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 PFG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,504,319 | 227,548 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $15,757,899 | 178,641 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $14,152,300 | 170,695 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $12,462,544 | 156,900 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $11,580,268 | 137,256 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $9,565,769 | 123,573 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $9,795,425 | 114,033 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $9,240,693 | 117,791 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $13,038,153 | 151,062 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $14,658,817 | 186,333 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,140,393 | 210,079 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $17,391,932 | 229,324 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $17,772,736 | 239,138 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $18,740,007 | 223,308 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $11,013,625 | 152,649 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $12,278,740 | 183,841 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,676,034 | 118,186 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,244,066 | 100,153 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $6,004,656 | 93,240 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,911,126 | 77,720 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,662,343 | 44,402 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,926,257 | 38,828 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,351,259 | 33,555 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,393,459 | 33,545 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $610,785 | 19,489 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||