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 SWKS
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,701,144 | 311,880 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $12,893,698 | 203,339 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $14,897,530 | 193,525 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $13,377,657 | 179,518 | Shares | Other | 2025-08-06 | |
| 2024-06-30 | $324,322 | 3,043 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $6,259,658 | 55,681 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,440,892 | 14,615 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,936,521 | 17,495 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,608,421 | 13,633 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $355,407 | 3,900 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $377,490 | 4,427 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $428,830 | 4,629 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $665,467 | 4,993 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,341,495 | 8,647 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,846,409 | 17,274 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,287,385 | 11,929 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,363,772 | 12,883 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,568,995 | 16,804 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,327,105 | 9,121 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $490,982 | 3,840 | Shares | Sole | 2020-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||