StockDriftsStockDriftsTop 50 AE Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.4% | 3.60M | $628.5M | +17.34%(+532.62K) | $92.98(+153.54%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.32% | 2.42M | $613.8M | +12.44%(+267.54K) | $162.59(+83.41%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.57% | 1.28M | $475.4M | +24.51%(+252.79K) | $362.52(+12.94%) | 2026-03-31 | |
| VNLA | JANUS DETROIT STR TR | 2.09% | 7.91M | $386.7M | +5.77%(+431.75K) | $48.52(+0.92%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.89% | 535.6K | $349.9M | +5.66%(+28.69K) | $422.78(+77.77%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.8% | 1.60M | $332.5M | +5.88%(+88.72K) | $168.45(+58.64%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 1.62% | 3.07M | $300.5M | +4.29%(+126.35K) | $73.04(+64.67%) | 2026-03-31 | |
| AVIG | AMERICAN CENTY ETF TR | 1.47% | 6.54M | $271.5M | +7.32%(+445.94K) | $41.98(-1.55%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.36% | 874.4K | $251.4M | -1.96%(-17.44K) | $127.09(+215.59%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.21% | 724.6K | $224.3M | +17.31%(+106.91K) | $204.23(+115.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.48% | +83.72% |
| Top 20 Holdings Unweighted | +22.39% | +83.31% |
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