Ameritas Advisory Services, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.24 Billion distributed in 844 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr with a value of $60.8M, Invesco Qqq Trust, Series 1 with a value of $58.4M, Schwab Strategic Tr Us Dividen with a value of $57.9M, Spdr Portfolio with a value of $45.8M, and Ishares Msci Usa Quality Facto with a value of $44.2M.

Examining the 13F form we can see an decrease of $334M in the current position value, from $2.58B to 2.24B.

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 $2.24 Billion
ETFs: $1.72 Billion
Technology: $124 Million
Financial Services: $71.2 Million
Consumer Cyclical: $54.2 Million
Industrials: $48.3 Million
Healthcare: $46.7 Million
Consumer Defensive: $42.9 Million
Communication Services: $37.3 Million
Other: $70.3 Million

Stock Holdings Table Market Cap. of $200 Billions or more

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

Summary

  • Portfolio
  • No. of Stocks 844
  • Current Value $2.24 Billion
  • Prior Value $2.58 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 56 stocks
  • Additional Purchases 308 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 452 stocks
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