Ambassador Advisors, LLC has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $535 Million distributed in 261 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Northern Lts Fd Tr Iv Inspire with a value of $33.9M, Northern Lts Fd Tr Iv Inspire with a value of $22.5M, Ishares Agency Bond ETF with a value of $20.1M, Northern Lts Fd Tr Iv Inspire with a value of $19M, and Ishares Gold Trust with a value of $16.1M.

Examining the 13F form we can see an decrease of $15.4M in the current position value, from $550M to 535M.

Ambassador Advisors, LLC is based out at Lancaster, PA

Below you can find more details about Ambassador Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $535 Million
ETFs: $281 Million
Technology: $111 Million
Industrials: $38.7 Million
Financial Services: $23.1 Million
Healthcare: $16.6 Million
Energy: $14 Million
Consumer Cyclical: $10.4 Million
Consumer Defensive: $10.2 Million
Other: $24.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 261
  • Current Value $535 Million
  • Prior Value $550 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 142 stocks
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