Ameritas Advisory Services, LLC Purchases in Q1 2025

Ameritas Advisory Services, LLC

  • $2.36 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
464
+ 1.13%
$77.7 - $78.94 $36.1K - $36.6K
41.7K $3.29M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.29K
+ 3.62%
$29.34 - $31.31 $273K - $291K
266K $7.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
510
+ 10.4%
$56.12 - $68.15 $28.6K - $34.8K
5.41K $367K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
874
+ 16.43%
$108.02 - $120.45 $94.4K - $105K
6.19K $681K
CMC
Commercial Metals CO

Basic Materials
1.93K
+ 34.65%
$43.22 - $53.05 $83.4K - $102K
7.5K $344K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.01K
+ 20.63%
$96.85 - $111.39 $97.5K - $112K
5.89K $581K
NSC
Norfolk Southern Corp

Industrials
258
+ 11.09%
$227.69 - $259.76 $58.7K - $67K
2.59K $612K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
85
+ 6.0%
$208.48 - $244.03 $17.7K - $20.7K
1.5K $366K
MPC
Marathon Petroleum Corp

Energy
312
+ 10.96%
$134.72 - $159.03 $42K - $49.6K
3.16K $460K
WFC
Wells Fargo & Company

Financial Services
442
+ 2.39%
$66.78 - $81.42 $29.5K - $36K
18.9K $1.36M
UNP
Union Pacific Corp

Industrials
94
+ 2.14%
$225.21 - $254.42 $21.2K - $23.9K
4.49K $1.06M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
462
+ 1.55%
$66.3 - $74.17 $30.6K - $34.3K
30.3K $2.11M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.99K
+ 9.18%
$38.92 - $41.1 $77.3K - $81.6K
23.6K $924K
IEF
Ishares Barclays

ETFs
69
+ 0.42%
$91.17 - $95.39 $6.29K - $6.58K
16.6K $1.58M
IGR
Cbre Global Real Estate Income Fund

Financial Services
10.6K
New
$4.79 - $5.34 $50.8K - $56.7K
10.6K $54K
QCOM
Qualcomm Inc

Technology
350
+ 2.95%
$151.94 - $175.86 $53.2K - $61.6K
12.2K $1.88M
PHO
Invesco Exchange Traded Fd Tr

ETFs
919
+ 23.88%
$63.77 - $68.75 $58.6K - $63.2K
4.77K $307K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
2.53K
+ 9.22%
$22.27 - $22.65 $56.4K - $57.3K
30K $670K
EVRG
Evergy, Inc.

Utilities
419
+ 12.1%
$59.9 - $69.52 $25.1K - $29.1K
3.88K $267K
TFLO
Ishares Treasury Floating Rate

ETFs
906
+ 2.31%
$50.48 - $50.68 $45.7K - $45.9K
40.1K $2.03M
USA
Liberty All Star Equity Fund

Financial Services
9K
+ 44.39%
$6.41 - $7.32 $57.7K - $65.9K
29.3K $191K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.64K
+ 7.54%
$47.09 - $50.46 $77.4K - $82.9K
23.4K $1.12M
PSX
Phillips 66

Energy
4
+ 0.08%
$113.93 - $131.55 $456 - $526
4.99K $615K
WMB
Williams Companies, Inc.

Energy
5
+ 0.06%
$54.02 - $61.09 $270 - $305
7.77K $464K
F
Ford Motor CO

Consumer Cyclical
3.78K
+ 8.18%
$9.12 - $10.43 $34.5K - $39.4K
50K $501K
PECO
Phillips Edison & Company, Inc.

Real Estate
3.42K
+ 4.07%
$34.43 - $37.49 $118K - $128K
87.5K $3.19M
AMT
American Tower Corp

Real Estate
18
+ 1.61%
$173.46 - $217.6 $3.12K - $3.92K
1.13K $246K
EOG
Eog Resources Inc

Energy
106
+ 2.16%
$120.54 - $138.05 $12.8K - $14.6K
5.02K $643K
KMI
Kinder Morgan, Inc.

Energy
42
+ 0.12%
$26.1 - $31.22 $1.1K - $1.31K
34.8K $992K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
412
+ 7.51%
$66.9 - $71.57 $27.6K - $29.5K
5.9K $415K
IGE
Ishares Tr North Amern Nat Res

ETFs
377
+ 4.46%
$42.6 - $46.27 $16.1K - $17.4K
8.83K $401K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
495
+ 1.86%
$78.12 - $83.7 $38.7K - $41.4K
27.1K $2.18M
IDEV
Ishares Core Msci Intl Develop

ETFs
49
+ 0.62%
$63.77 - $71.36 $3.12K - $3.5K
8K $551K
FNF
Fidelity National Financial, Inc.

Financial Services
21
+ 0.51%
$54.25 - $65.27 $1.14K - $1.37K
4.14K $269K
IYH
Ishares Tr

ETFs
2
+ 0.01%
$58.32 - $62.76 $117 - $126
14.4K $875K
SUN
Sunoco LP

Energy
54
+ 1.09%
$51.29 - $59.25 $2.77K - $3.2K
4.99K $289K
VLO
Valero Energy Corp

Energy
42
+ 1.36%
$121.76 - $142.99 $5.11K - $6.01K
3.12K $412K
ETSY
Etsy Inc

Consumer Cyclical
2.76K
+ 16.57%
$44.4 - $57.29 $123K - $158K
19.4K $916K
IYF
Ishares Tr

ETFs
59
+ 0.49%
$107.69 - $119.37 $6.35K - $7.04K
12.1K $1.36M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
610
+ 13.99%
$72.31 - $80.69 $44.1K - $49.2K
4.97K $362K
PDI
Pimco Dynamic Income Fund

Financial Services
200
+ 0.99%
$18.51 - $20.05 $3.7K - $4.01K
20.4K $403K
ADP
Automatic Data Processing Inc

Industrials
38
+ 2.44%
$286.85 - $318.64 $10.9K - $12.1K
1.6K $487K
VAW
Vanguard Materials ETF

ETFs
139
+ 2.29%
$185.71 - $202.46 $25.8K - $28.1K
6.2K $1.17M
VALE
Vale S.A.

Basic Materials
1.76K
+ 14.41%
$8.5 - $10.19 $14.9K - $17.9K
14K $139K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
112
+ 3.07%
$67.08 - $76.14 $7.51K - $8.53K
3.76K $277K
RWR
Spdr Dow Jones Reit ETF

ETFs
290
+ 6.56%
$95.15 - $104.06 $27.6K - $30.2K
4.71K $467K
CB
Chubb LTD

Financial Services
11
+ 1.06%
$257.71 - $301.99 $2.83K - $3.32K
1.05K $317K
DFAE
Dimensional ETF Tr

ETFs
557
+ 1.94%
$24.64 - $26.86 $13.7K - $15K
29.3K $758K
VOT
Vanguard Mid Cap Growth Index

ETFs
244
+ 7.24%
$237.72 - $276.98 $58K - $67.6K
3.62K $884K
Activity Summary
Buys All Purchases 364 New Holdings 43 Increased Positions 321 Sells All Sells 386 Reductions 386 Sold out 0 Options Calls 0 Puts 0
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