AE Wealth Management LLC

Q1 2024 13F Detailed Holdings

Location
Topeka, KS
Holdings as of
3/31/2024
Value ($000)
$8,847,328
Num holdings
7,224
Date filed
5/15/2024
Form type
13F-HR
Prev filing
2/14/2024
Next filing
8/12/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Harlow Wealth Management
2 B.O.S.S. Retirement Advisors
3 VCI Wealth Management LLC 028-23584
4 The Holland Group
5 Centennial Wealth Advisory LLC 028-20457
6 Integrated Wealth Management, Inc
7 Advantage Retirement Group
8 Raleigh Capital Management Inc. 028-22260
9 Slagle Financial, LLC 028-23363
10 The Lloyd Group, Inc
11 Kingdom Financial Group LLC. 028-23315
12 FSR Wealth Management Ltd. 028-22596
13 Peterson Financial Group, Inc. 028-21545
14 Howard Bailey Financial
15 Family Wealth Group
16 Arcadia Wealth Management, LLC 028-22839
17 Elite Retirement Planning, LLC
18 FYRA Capital 028-23998
19 Peace of Mind Wealth Management, LLC
20 E3
21 Authentikos Wealth Advisory, LLC 028-23170
22 Mach-1 Financial Group, LLC 028-20742
23 Retire Smart, LLC
24 New Millennium Group LLC 028-21967
25 OLV Investment Group, Inc 028-22391
26 Madison Avenue Securities