AE Wealth Management LLC

Q4 2024 13F Combination Report, Stock Holdings

Signature - Title
Shawn Scholz - Chief Compliance Officer
Location
Topeka, KS
Holdings as of
December 31, 2024
Value $
$11.8B
Num holdings
2,175
Date filed
2/13/2025, 10:32 AM
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
Q3 2024 - Nov 14, 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 compared to 2024 Q3 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 2/13/2025

List of Other Managers Reporting for AE Wealth Management LLC:

Name Holdings Value Location File Number
Zega Financial, LLC $304M Palm Beach Gardens, FL 028-23850

Other Included Managers (46):

Num Name Location File Number
24 RETIREMENT FINANCIAL SOLUTIONS, LLC Knoxville, TN 028-22734
41 VCI Wealth Management LLC St Louis, MO 028-23584
3 Centennial Wealth Advisory LLC Traverse City, MI 028-20457
5 BluePath Capital Management, LLC Atlanta, GA 028-23404
10 HOWARD BAILEY SECURITIES, LLC Fort Wayne, IN 028-24436
12 B.O.S.S. Retirement Advisors, LLC Lehi, UT 028-22825
14 Merkkuri Wealth Advisors LLC Hicksville, NY 028-24398
15 Raleigh Capital Management Inc. Cary, NC 028-22260
16 Peterson Financial Group, Inc. Des Moines, IA 028-21545
18 Arcadia Wealth Management, LLC Manchester, NH 028-22839
19 Beacon Capital Management, LLC Franklin, TN 028-22525
20 Pineridge Advisors LLC St. Charles, MO 028-23998
22 Family Wealth Group, LLC Lexington, KY 028-23896
23 Mach-1 Financial Group, LLC Rogers, AR 028-20742
25 Kingdom Financial Group LLC. Peoria, AZ 028-23315
26 FSR Wealth Management Ltd. Elmhurst, IL 028-22596
29 Authentikos Wealth Advisory, LLC Morgan Hill, CA 028-23170
30 Lloyd Advisory Services, LLC. Suwanee, GA 028-19912
32 OLIVER LAGORE VANVALIN INVESTMENT GROUP Flint, MI 028-22391
34 Decker Retirement Planning Inc. Levi, UT 028-24552
13 Harlow Wealth Managment, Inc. Vancouver, WA 028-24092
35 New Millennium Group LLC Sandy, UT 028-21967
36 SMART Wealth LLC Omaha, NE 028-24523
38 Blackston Financial Advisory Group, LLC The Villages, FL 028-22184
39 FSA Advisors, Inc. Troy, MI 028-24190
44 Slagle Financial, LLC Edwardsville, IL 028-23363
45 Csenge Advisory Group Clearwater, FL 028-18154
42 Quest 10 Wealth Builders, Inc. Fuquay Varina, VA
17 Centennial Advisors, LLC
2 Capital A Wealth Management, LLC New Castle, PA
4 Tounjian Advisory Group, LLC Fort Myers, FL
40 FLP Wealth Management, LLC
31 Transce3nd, LLC Kyle, TX
33 POM Investment Strategies, LLC Raleigh, NC
46 MADISON AVENUE SECURITIES, LLC
1 The Holland Group
11 Integrated Wealth Management, Inc
37 Kanani Advisory Group
9 Elite Retirement Planning LLC
6 Retirement Income Strategies
7 Spectrum Advisors, Inc
8 210 Financial
21 Montgomery Financial Services
27 Mercurio Wealth Advisors
28 RSG Investments
43 Strategy Financial Group