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 URG
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,969 | 41,590 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $55,811 | 40,152 | Shares | Sole | 2026-01-26 | |
| 2023-12-31 | $20,058 | 13,025 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,442 | 12,625 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $13,440 | 12,800 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $13,568 | 12,800 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $14,720 | 12,800 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $13,952 | 12,800 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $13,568 | 12,800 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $20,480 | 12,800 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $15,616 | 12,800 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $21,500 | 12,500 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $17,802 | 12,716 | Shares | Sole | 2021-07-21 | |
| No 13F history on record for this holder in this stock. | ||||||