AE Wealth Management LLC

Q1 2025 13F Combination Report, Stock Holdings

Signature - Title
Shawn Scholz - Chief Compliance Officer
Location
Topeka, KS
Holdings as of
March 31, 2025
Value $
$11.9B
Num holdings
2,144
Date filed
5/6/2025, 12:54 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP code, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.
Previous filing
Q4 2024 - Feb 13, 2025
Filing 2025 Q1 compared to 2024 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Shawn Scholz Chief Compliance Officer Topeka, Kansas 5/6/2025

List of Other Managers Reporting for AE Wealth Management LLC:

Name Holdings Value Location File Number
ZEGA Investments, LLC $340M Palm Beach Gardens, FL 028-24897

Other Included Managers (48):

Num Name Location File Number
48 VCI Wealth Management LLC St Louis, MO 028-23584
12 Centennial Wealth Advisory LLC Traverse City, MI 028-20457
33 Nicholas Wealth, LLC. Marietta, GA 028-23404
23 Howard Bailey Securities, Llc Fort Wayne, IN 028-24436
5 B.O.S.S. Retirement Advisors, LLC Lehi, UT 028-22825
30 Merkkuri Wealth Advisors LLC Hicksville, NY 028-24398
37 Raleigh Capital Management Inc. Cary, NC 028-22260
35 Peterson Financial Group, Inc. Des Moines, IA 028-21545
3 Arcadia Wealth Management, LLC Manchester, NH 028-22839
6 Beacon Capital Management, LLC Franklin, TN 028-22525
18 FWG Investments, LLC. Lexington, KY 028-23896
27 Mach-1 Financial Group, LLC Rogers, AR 028-20742
26 Kingdom Financial Group LLC. Peoria, AZ 028-23315
4 Authentikos Wealth Advisory, LLC Morgan Hill, CA 028-23170
46 Lloyd Advisory Services, LLC. Suwanee, GA 028-19912
34 Oliver Lagore Vanvalin Investment Group Flint, MI 028-22391
14 Decker Retirement Planning Inc. Levi, UT 028-24552
22 Harlow Wealth Managment, Inc. Vancouver, WA 028-24092
32 New Millennium Group LLC Sandy, UT 028-21967
7 Blackston Financial Advisory Group, LLC The Villages, FL 028-22184
19 FSA Advisors, Inc. Troy, MI 028-24190
41 Slagle Financial, LLC Edwardsville, IL 028-23363
13 Csenge Advisory Group Clearwater, FL 028-18154
36 Quest 10 Wealth Builders, Inc. Fuquay Varina, VA 028-25066
11 Centennial Advisors, LLC
10 Capital A Wealth Management, LLC New Castle, PA 028-25417
17 FLP Wealth Management, LLC
15 Transce3nd, LLC Kyle, TX
28 MADISON AVENUE SECURITIES, LLC
44 The Holland Group
24 Integrated Wealth Management, Inc
25 Kanani Advisory Group
16 Elite Retirement Planning LLC
39 Retirement Income Strategies
42 Spectrum Advisors, Inc
1 210 Financial
31 Montgomery Financial Services
29 Mercurio Wealth Advisors
40 RSG Investments
43 Strategy Financial Group
8 Retirement Financial Solutions, Llc Knoxville, TN 028-22734
38 SMART Wealth LLC Omaha, NE 028-24523
2 Tounjian Advisory Group, LLC Fort Myers, FL 028-21313
9 Buck Wealth Strategies, LLC Denver, CO 028-23413
45 The Lifewealth Group
47 The Retirement Solution, Inc
49 Witt Financial Group, LLC
21 Pineridge Advisors LLC St. Charles, MO 028-23998