AE Wealth Management LLC

Q1 2025 13F-HR Detailed Holdings

Location
Topeka, KS
Holdings as of
3/31/2025
Date filed
5/6/2025
Form type
13F-HR
Num holdings
16,117
Total value ($000)
$11,891,319
Net value change ($000)
+103,379 (0.9%)
New positions
187
Sold out positions
171
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 2/13/2025 Next filing: 8/6/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VNLA 48,583 20.1%
NFLX 26,353 205.5%
BRK-B 21,561 21.2%
LISTED FD TR 21,161 NEW
AVIG 20,310 15.1%
ONEZ 18,581 NEW
META 18,316 15.9%
JAAA 16,654 20.3%
PM 16,636 50.0%
SIXF 15,047 214957.1%
Top Reduces (Value $000, Stocks/ETFs)
SPY -57,394 -57.7%
PSEP -44,830 -95.6%
GOOGL -37,469 -23.3%
NVDA -34,211 -11.1%
AAPL -32,197 -7.9%
IWY -26,460 -17.3%
AVGO -25,769 -23.1%
SPYM -25,676 -15.9%
TSLA -24,613 -29.9%
SMAX -21,165 -59.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
48 VCI Wealth Management LLC 028-23584
12 Centennial Wealth Advisory LLC 028-20457
33 Nicholas Wealth, LLC. 028-23404
23 HOWARD BAILEY SECURITIES, LLC 028-24436
5 B.O.S.S. Retirement Advisors, LLC 028-22825
30 Merkkuri Wealth Advisors LLC 028-24398
37 Raleigh Capital Management Inc. 028-22260
35 Peterson Financial Group, Inc. 028-21545
3 Arcadia Wealth Management, LLC 028-22839
6 Beacon Capital Management, LLC 028-22525
18 FWG Investments, LLC. 028-23896
27 Mach-1 Financial Group, LLC 028-20742
26 Kingdom Financial Group LLC. 028-23315
4 Authentikos Wealth Advisory, LLC 028-23170
46 Lloyd Advisory Services, LLC. 028-19912
34 OLIVER LAGORE VANVALIN INVESTMENT GROUP 028-22391
14 Decker Retirement Planning Inc. 028-24552
22 Harlow Wealth Managment, Inc. 028-24092
32 New Millennium Group LLC 028-21967
7 Blackston Financial Advisory Group, LLC 028-22184
19 FSA Advisors, Inc. 028-24190
41 Slagle Financial, LLC 028-23363
13 Csenge Advisory Group 028-18154
36 Quest 10 Wealth Builders, Inc. 028-25066
11 Centennial Advisors, LLC
10 Capital A Wealth Management, LLC 028-25417
17 FLP Wealth Management, LLC
15 Transce3nd, LLC
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 028-22734
38 SMART Wealth LLC 028-24523
2 Tounjian Advisory Group, LLC 028-21313
9 Buck Wealth Strategies, LLC 028-23413
45 The Lifewealth Group
47 The Retirement Solution, Inc
49 Witt Financial Group, LLC
21 Pineridge Advisors LLC 028-23998