Ameritas Advisory Services, LLC Portfolio Holdings

Ameritas Advisory Services, LLC

  • $2.78 Billion
  • Q4 2024

Ameritas Advisory Services, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.78 Billion distributed in 872 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $101M, Invesco Qqq Trust, Series 1 with a value of $73.7M, Wisdomtree Tr with a value of $73.1M, Spdr Portfolio with a value of $65.1M, and Ishares Core S&P 500 ETF with a value of $60.1M.

Examining the 13F form we can see an increase of $535M in the current position value, from $2.24B to 2.78B.

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 $2.78 Billion
ETFs: $2.06 Billion
Technology: $234 Million
Financial Services: $101 Million
Consumer Cyclical: $80.4 Million
Industrials: $63.9 Million
Healthcare: $46.2 Million
Consumer Defensive: $45.2 Million
Communication Services: $42.7 Million
Other: $73.2 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$207,000 0.01% of portfolio
1,500
Q3 2024 New
$0
$254,000 0.01% of portfolio
2,514
Q4 2024 Added 0.04%
$0
$395,000 0.01% of portfolio
14,860
Q4 2024 Added 59.82%
$0
$319,000 0.01% of portfolio
13,150
Q3 2024 Reduced 5.05%
$0
$328,000 0.01% of portfolio
4,360
Q4 2024 Added 11.39%
$0
$205,000 0.01% of portfolio
9,051
Q4 2024 Added 66.1%
$0
$253,000 0.01% of portfolio
3,584
Q4 2024 Reduced 4.43%
$0
$215,000 0.01% of portfolio
6,713
Q4 2024 Reduced 0.13%
$0
$405,000 0.01% of portfolio
17,869
Q4 2024 Added 282.14%
$0
$281,000 0.01% of portfolio
11,737
Q2 2024 Reduced 0.51%
$0
$0 0.0% of portfolio
7,281
Q4 2024 Added 0.03%
$0
$0 0.0% of portfolio
56,982
Q4 2024 Reduced 58.4%

Summary

  • Portfolio
  • No. of Stocks 872
  • Current Value $2.78 Billion
  • Prior Value $2.24 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 95 stocks
  • Additional Purchases 486 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 260 stocks
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