Ameritas Advisory Services, LLC Portfolio Holdings

Ameritas Advisory Services, LLC

  • $2.36 Billion
  • Q1 2025

Ameritas Advisory Services, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.36 Billion distributed in 858 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr with a value of $73.9M, Invesco Qqq Trust, Series 1 with a value of $53.9M, Spdr Portfolio with a value of $51.8M, Ishares Msci Usa Quality Facto with a value of $50.5M, and Schwab Strategic Tr Us Dividen with a value of $50M.

Examining the 13F form we can see an decrease of $418M in the current position value, from $2.78B to 2.36B.

Ameritas Advisory Services, LLC is based out at Lincoln, NE

Below you can find more details about Ameritas Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.36 Billion
ETFs: $1.83 Billion
Technology: $123 Million
Financial Services: $82.4 Million
Industrials: $54.5 Million
Consumer Cyclical: $53.9 Million
Healthcare: $43 Million
Consumer Defensive: $41.3 Million
Communication Services: $36.3 Million
Other: $68.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$219B
$2.09 Million 0.09% of portfolio
15,746
Q1 2025 Reduced 36.4%
$94.1B
$2.09 Million 0.09% of portfolio
9,025
Q1 2025 Reduced 17.78%
$28B
$2.22 Million 0.09% of portfolio
7,857
Q1 2025 Reduced 1.22%
$119B
$2.13 Million 0.09% of portfolio
23,716
Q1 2025 Reduced 16.12%
$562B
$2.03 Million 0.09% of portfolio
2,174
Q1 2025 Reduced 41.76%
$160B
$2.19 Million 0.09% of portfolio
10,331
Q1 2025 Reduced 4.36%
$108B
$2.04 Million 0.09% of portfolio
20,761
Q1 2025 Reduced 7.43%
$53B
$2.11 Million 0.09% of portfolio
10,197
Q1 2025 Added 108.27%
$116B
$1.84 Million 0.08% of portfolio
13,176
Q1 2025 Reduced 23.13%
$167B
$1.89 Million 0.08% of portfolio
3,796
Q1 2025 Added 3.46%
$87.3B
$1.83 Million 0.08% of portfolio
12,427
Q1 2025 Reduced 20.52%
$1.19T
$1.91 Million 0.08% of portfolio
11,532
Q1 2025 Reduced 13.43%
$260B
$1.93 Million 0.08% of portfolio
7,178
Q1 2025 Reduced 5.4%
$138B
$1.97 Million 0.08% of portfolio
8,445
Q1 2025 Reduced 1.9%
$79.5B
$1.83 Million 0.08% of portfolio
14,584
Q1 2025 Reduced 5.13%
$142B
$1.95 Million 0.08% of portfolio
76,957
Q1 2025 Added 1.28%
$159B
$1.88 Million 0.08% of portfolio
6,046
Q1 2025 Reduced 42.69%
$144B
$1.77 Million 0.07% of portfolio
6,497
Q1 2025 Added 73.53%
$60.9B
$1.75 Million 0.07% of portfolio
7,184
Q1 2025 Added 0.45%
$101B
$1.57 Million 0.07% of portfolio
17,026
Q1 2025 Added 141.16%
$51.7B
$1.6 Million 0.07% of portfolio
23,656
Q1 2025 Reduced 12.49%
$219B
$1.64 Million 0.07% of portfolio
16,660
Q1 2025 Added 2.82%
$36.3B
$1.57 Million 0.07% of portfolio
26,998
Q1 2025 Added 1.5%
$120B
$1.62 Million 0.07% of portfolio
15,386
Q1 2025 Added 0.21%
$80.2B
$1.75 Million 0.07% of portfolio
3,416
Q1 2025 Added 102.97%
$57.1B
$1.7 Million 0.07% of portfolio
9,972
Q1 2025 Added 2.27%
$280B
$1.57 Million 0.07% of portfolio
9,883
Q1 2025 Reduced 48.69%
$59.6B
$1.31 Million 0.06% of portfolio
20,040
Q4 2024 Reduced 3.33%
$243B
$1.42 Million 0.06% of portfolio
2,591
Q1 2025 Added 0.15%
$317B
$1.36 Million 0.06% of portfolio
18,913
Q1 2025 Added 2.39%
$21.1B
$1.3 Million 0.06% of portfolio
41,946
Q1 2025 New
$22.4B
$1.41 Million 0.06% of portfolio
41,846
Q1 2025 Reduced 4.84%
$2.49B
$1.4 Million 0.06% of portfolio
232,749
Q1 2025 Reduced 7.72%
$82.7B
$1.52 Million 0.06% of portfolio
13,851
Q1 2025 Reduced 10.73%
$1.52B
$1.45 Million 0.06% of portfolio
28,964
Q1 2025 Added 1.96%
$69.3B
$1.43 Million 0.06% of portfolio
41,847
Q1 2025 Reduced 0.17%
$169B
$1.36 Million 0.06% of portfolio
19,119
Q1 2025 Reduced 17.71%
$19.4B
$1.4 Million 0.06% of portfolio
23,691
Q1 2025 Reduced 12.9%
$26B
$1.52 Million 0.06% of portfolio
10,963
Q1 2025 New
$54B
$1.39 Million 0.06% of portfolio
74,695
Q1 2025 Added 2.0%
$0
$1.51 Million 0.06% of portfolio
80,744
Q4 2024 Added 2.83%
$26.6B
$1.22 Million 0.05% of portfolio
71,108
Q1 2025 New
$43B
$1.18 Million 0.05% of portfolio
8,318
Q1 2025 Added 0.18%
$5.27B
$1.19 Million 0.05% of portfolio
36,893
Q4 2024 Added 0.14%
$85.5B
$1.29 Million 0.05% of portfolio
19,786
Q1 2025 Reduced 12.54%
$35.8B
$1.19 Million 0.05% of portfolio
10,721
Q1 2025 Added 282.48%
$91.5B
$1.09 Million 0.05% of portfolio
1,799
Q1 2025 Reduced 32.75%
$39B
$1.14 Million 0.05% of portfolio
14,837
Q1 2025 Reduced 46.58%
$153B
$1.14 Million 0.05% of portfolio
2,424
Q1 2025 Added 0.08%

Summary

  • Portfolio
  • No. of Stocks 858
  • Current Value $2.36 Billion
  • Prior Value $2.78 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 43 stocks
  • Additional Purchases 321 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 386 stocks
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