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 PTY
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $369,084 | 30,604 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,126,776 | 87,347 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $265,681 | 18,399 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $241,115 | 17,334 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $248,191 | 17,164 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $251,561 | 17,506 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $253,436 | 17,612 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $272,505 | 19,043 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $241,890 | 16,267 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $240,226 | 18,144 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $243,115 | 18,601 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $321,734 | 22,981 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $314,219 | 25,198 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $308,524 | 25,689 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $375,342 | 31,944 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $364,716 | 29,154 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $484,614 | 31,571 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $396,761 | 23,988 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $261,528 | 14,299 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $276,307 | 13,962 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $250,006 | 13,684 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $214,610 | 12,023 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $1,239,605 | 79,923 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $555,994 | 43,067 | Shares | Sole | 2020-05-07 | |
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