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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$847B
$8.53 Million 0.36% of portfolio
34,775
Q1 2025 Reduced 21.87%
$0
$8.41 Million 0.36% of portfolio
191,889
Q1 2025 Reduced 30.94%
$0
$8.26 Million 0.35% of portfolio
31,194
Q1 2025 Added 5.13%
$0
$8.29 Million 0.35% of portfolio
145,064
Q1 2025 Reduced 0.41%
$0
$7.9 Million 0.34% of portfolio
266,235
Q1 2025 Added 3.62%
$0
$8.07 Million 0.34% of portfolio
326,034
Q1 2025 Added 3.52%
$0
$8.14 Million 0.34% of portfolio
93,349
Q1 2025 Added 7.28%
$0
$7.83 Million 0.33% of portfolio
77,800
Q1 2025 Added 46.74%
$0
$7.68 Million 0.33% of portfolio
18,288
Q1 2025 Reduced 46.97%
$1.62T
$7.53 Million 0.32% of portfolio
13,063
Q1 2025 Reduced 7.08%
$0
$7.62 Million 0.32% of portfolio
139,184
Q1 2025 Reduced 5.82%
$214B
$7.56 Million 0.32% of portfolio
22,911
Q1 2025 Added 25.96%
$1.17B
$7.42 Million 0.31% of portfolio
246,239
Q1 2025 Reduced 11.71%
$0
$7.23 Million 0.31% of portfolio
120,799
Q1 2025 Added 91.47%
$0
$7.17 Million 0.3% of portfolio
71,214
Q1 2025 Added 172.37%
$0
$7.16 Million 0.3% of portfolio
76,445
Q1 2025 Reduced 16.63%
$1T
$6.75 Million 0.29% of portfolio
26,043
Q1 2025 Reduced 54.75%
$0
$6.73 Million 0.29% of portfolio
51,886
Q1 2025 Reduced 7.34%
$0
$6.68 Million 0.28% of portfolio
83,621
Q1 2025 Added 1.73%
$0
$6.54 Million 0.28% of portfolio
34,762
Q1 2025 Reduced 4.33%
$0
$6.54 Million 0.28% of portfolio
38,426
Q1 2025 Reduced 2.49%
$0
$6.64 Million 0.28% of portfolio
71,022
Q1 2025 Reduced 8.17%
$364B
$6.64 Million 0.28% of portfolio
38,986
Q1 2025 Reduced 16.98%
$0
$6.68 Million 0.28% of portfolio
277,471
Q1 2025 Reduced 12.4%
$475B
$6.49 Million 0.28% of portfolio
54,578
Q1 2025 Added 1.94%
$0
$6.53 Million 0.28% of portfolio
69,693
Q1 2025 Added 10.37%
$0
$6.44 Million 0.27% of portfolio
11,881
Q1 2025 Reduced 14.81%
$0
$6.41 Million 0.27% of portfolio
34,823
Q1 2025 Added 39.64%
$0
$6.26 Million 0.27% of portfolio
125,154
Q1 2025 Reduced 35.37%
$0
$6.3 Million 0.27% of portfolio
139,164
Q1 2025 Added 9.23%
$1.11T
$6.37 Million 0.27% of portfolio
40,773
Q1 2025 Reduced 4.29%
$0
$6.25 Million 0.26% of portfolio
166,054
Q1 2025 New
$760B
$6.17 Million 0.26% of portfolio
7,475
Q1 2025 Reduced 36.42%
$297B
$6.12 Million 0.26% of portfolio
36,572
Q1 2025 Added 1.82%
$0
$6.14 Million 0.26% of portfolio
121,975
Q1 2025 Added 4.61%
$0
$5.95 Million 0.25% of portfolio
271,976
Q1 2025 Reduced 3.78%
$573B
$5.76 Million 0.24% of portfolio
16,441
Q1 2025 Reduced 22.14%
$0
$5.74 Million 0.24% of portfolio
57,795
Q1 2025 Reduced 6.27%
$0
$5.71 Million 0.24% of portfolio
176,489
Q1 2025 New
$1.07T
$5.65 Million 0.24% of portfolio
36,538
Q1 2025 Reduced 18.02%
$0
$5.67 Million 0.24% of portfolio
96,843
Q1 2025 Reduced 8.4%
$0
$5.68 Million 0.24% of portfolio
226,963
Q1 2025 Added 3.98%
$434B
$5.6 Million 0.24% of portfolio
5,926
Q1 2025 Reduced 5.24%
$0
$5.65 Million 0.24% of portfolio
41,651
Q1 2025 Reduced 12.6%
$0
$5.62 Million 0.24% of portfolio
17,687
Q1 2025 New
$0
$5.56 Million 0.24% of portfolio
21,514
Q1 2025 Reduced 12.5%
$0
$5.62 Million 0.24% of portfolio
94,592
Q1 2025 Reduced 42.29%
$379B
$5.53 Million 0.23% of portfolio
15,088
Q1 2025 Reduced 4.52%
$0
$5.47 Million 0.23% of portfolio
82,455
Q1 2025 Added 21.56%

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
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