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 TSLX
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,240,300 | 67,481 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $652,056 | 30,021 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $216,232 | 9,459 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $222,885 | 9,361 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $243,158 | 10,865 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $234,023 | 10,987 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $219,937 | 10,713 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $288,118 | 13,495 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $290,955 | 13,577 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $923,832 | 42,770 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $868,167 | 42,474 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $2,062,217 | 110,338 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,159,762 | 63,375 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $900,484 | 50,589 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $458,451 | 28,057 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $583,841 | 31,559 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $787,574 | 33,816 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $762,467 | 32,598 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $736,794 | 33,174 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $766,353 | 34,536 | Shares | Sole | 2021-07-21 | |
| 2020-06-30 | $199,413 | 12,093 | Shares | Sole | 2020-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||