AE Wealth Management LLC
Top Portfolio Positions
866 positions ·
$8,790,595,606 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 TBI
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $143,027 | 36,583 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $144,434 | 31,746 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $165,255 | 26,960 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $126,951 | 19,593 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $104,151 | 19,616 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $106,192 | 12,643 | Shares | Other | 2025-02-13 | |
| 2022-12-31 | $976,141 | 49,854 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $880,503 | 46,148 | Shares | Sole | 2022-10-25 | |
| No 13F history on record for this holder in this stock. | ||||||