Ameritas Advisory Services, LLC Sells in Q1 2025

Ameritas Advisory Services, LLC

  • $2.36 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
-4.56K
- 16.12%
$79.84 - $94.5 $364K - $431K
23.7K $2.13M
WEC
Wec Energy Group, Inc.

Utilities
-4.79K
- 18.07%
$92.12 - $108.98 $441K - $522K
21.7K $2.37M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-533
- 4.99%
$81.62 - $96.63 $43.5K - $51.5K
10.2K $845K
WM
Waste Management Inc

Industrials
-1.95K
- 17.78%
$200.54 - $233.78 $391K - $456K
9.03K $2.09M
COST
Costco Wholesale Corp

Consumer Defensive
-328
- 5.24%
$890.62 - $1076.86 $292K - $353K
5.93K $5.6M
SHOP
Shopify Inc.

Technology
-630
- 11.03%
$90.59 - $129.31 $57.1K - $81.5K
5.08K $485K
OHI
Omega Healthcare Investors Inc

Real Estate
-3.23K
- 12.47%
$35.7 - $38.33 $115K - $124K
22.7K $863K
CMI
Cummins Inc

Industrials
-6
- 0.19%
$312.92 - $386.07 $1.88K - $2.32K
3.19K $998K
SRE
Sempra Energy

Utilities
-149
- 2.45%
$67.85 - $87.67 $10.1K - $13.1K
5.94K $423K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-111
- 1.04%
$81.1 - $94.7 $9K - $10.5K
10.6K $857K
FISV
Fiserv Inc

Technology
-788
- 5.13%
N/A
14.6K $1.83M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-1.23K
- 3.23%
$44.96 - $47.9 $55.1K - $58.7K
36.6K $1.67M
IAU
Ishares Gold Trust

ETFs
-10.8K
- 18.77%
$49.74 - $58.96 $536K - $635K
46.6K $2.75M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-828
- 1.22%
$21.75 - $24.28 $18K - $20.1K
67.1K $1.48M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-551
- 7.9%
$68.07 - $78.99 $37.5K - $43.5K
6.43K $437K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-602
- 0.41%
$56.17 - $59.71 $33.8K - $35.9K
145K $8.29M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.41K
- 7.07%
$97.38 - $104.52 $137K - $147K
18.5K $1.89M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-975
- 1.71%
$62.72 - $71.92 $61.2K - $70.1K
56.1K $3.54M
ROKU
Roku, Inc

Communication Services
-1K
- 23.88%
$67.36 - $99.07 $67.4K - $99.1K
3.19K $224K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.06K
- 17.15%
$21.23 - $23.75 $65K - $72.8K
14.8K $318K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.42K
- 7.15%
$58.32 - $65.09 $141K - $157K
31.4K $1.89M
FTV
Fortive Corp

Technology
-766
- 5.89%
$71.82 - $82.98 $55K - $63.6K
12.2K $896K
SCHO
Schwab Short Term Us Treasury

ETFs
-3.4K
- 19.45%
$24.1 - $24.34 $81.9K - $82.7K
14.1K $342K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-936
- 9.03%
$58.79 - $65.0 $55K - $60.8K
9.43K $562K
LUV
Southwest Airlines CO

Industrials
-2.13K
- 4.84%
$28.18 - $34.84 $60K - $74.2K
41.8K $1.41M
SPMD
Spdr Portfolio

ETFs
-14
- 0.07%
$50.21 - $57.73 $703 - $808
20.7K $1.06M
VIS
Vanguard Industrial ETF

ETFs
-100
- 1.5%
$243.63 - $273.99 $24.4K - $27.4K
6.59K $1.63M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-386
- 6.89%
$47.25 - $67.02 $18.2K - $25.9K
5.21K $248K
ITB
Ishares Tr

ETFs
-107
- 1.53%
$93.86 - $111.45 $10K - $11.9K
6.9K $657K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-6
- 0.15%
$168.84 - $202.89 $1.01K - $1.22K
3.88K $682K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.15K
- 2.8%
$30.73 - $32.26 $35.3K - $37.1K
39.8K $1.22M
IWR
Ishares Russell Mid Cap ETF

ETFs
-269
- 2.18%
$82.81 - $92.93 $22.3K - $25K
12.1K $1.03M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.51K
- 19.77%
$44.72 - $46.25 $67.7K - $70K
6.15K $283K
VDE
Vanguard Energy ETF

ETFs
-4.11K
- 7.34%
$119.14 - $132.76 $490K - $546K
51.9K $6.73M
FTSL
First Trust Senior Ln Fund

ETFs
-832
- 2.18%
$45.65 - $46.48 $38K - $38.7K
37.3K $1.7M
DFNL
Davis Fundamental ETF Tr

ETFs
-1.82K
- 18.26%
$37.36 - $40.96 $68.1K - $74.7K
8.16K $320K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-567
- 5.12%
$123.11 - $130.57 $69.8K - $74K
10.5K $1.33M
TAP
Molson Coors Beverage CO

Consumer Defensive
-1.85K
- 11.55%
$52.44 - $62.91 $97K - $116K
14.2K $862K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-643
- 1.95%
$13.63 - $15.28 $8.76K - $9.83K
32.3K $440K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-617
- 3.01%
$44.11 - $47.04 $27.2K - $29K
19.9K $884K
KR
Kroger CO

Consumer Defensive
-3.38K
- 12.49%
$58.36 - $67.72 $197K - $229K
23.7K $1.6M
ZTS
Zoetis Inc.

Healthcare
-321
- 13.48%
$156.48 - $175.67 $50.2K - $56.4K
2.06K $339K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-141
- 1.36%
$40.03 - $46.81 $5.64K - $6.6K
10.2K $416K
TROW
Price T Rowe Group Inc

Financial Services
-36
- 1.68%
$91.57 - $116.93 $3.3K - $4.21K
2.11K $193K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-325
- 4.36%
$67.03 - $74.61 $21.8K - $24.2K
7.13K $484K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-4.08K
- 19.3%
$11.17 - $11.61 $45.6K - $47.3K
17.1K $191K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-445
- 4.76%
$37.33 - $45.03 $16.6K - $20K
8.91K $340K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-13
- 0.33%
$121.0 - $142.28 $1.57K - $1.85K
3.88K $483K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-88
- 0.26%
$14.93 - $16.85 $1.31K - $1.48K
34K $512K
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
Track This Portfolio

Track Ameritas Advisory Services, LLC Portfolio

Follow Ameritas Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ameritas Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ameritas Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email