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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.87 Million 0.21% of portfolio
116,601
Q4 2024 Added 11.98%
$0
$5.7 Million 0.21% of portfolio
64,874
Q4 2024 Reduced 45.37%
$0
$5.77 Million 0.21% of portfolio
102,253
Q4 2024 Added 80.81%
$0
$5.54 Million 0.2% of portfolio
120,193
Q4 2024 Added 0.79%
$0
$5.61 Million 0.2% of portfolio
63,147
Q4 2024 Reduced 31.27%
$0
$5.47 Million 0.2% of portfolio
79,344
Q4 2024 Reduced 7.3%
$0
$5.46 Million 0.2% of portfolio
125,086
Q4 2024 Reduced 10.66%
$0
$5.61 Million 0.2% of portfolio
127,404
Q4 2024 Added 3.6%
$0
$5.16 Million 0.19% of portfolio
176,766
Q4 2024 Added 38.4%
$0
$5.32 Million 0.19% of portfolio
53,019
Q4 2024 Added 2.99%
$523B
$5.36 Million 0.19% of portfolio
10,180
Q4 2024 Added 53.22%
$0
$5.24 Million 0.19% of portfolio
67,272
Q4 2024 New
$191B
$5.29 Million 0.19% of portfolio
132,370
Q4 2024 Added 7.79%
$102B
$5.3 Million 0.19% of portfolio
29,961
Q4 2024 Added 68.41%
$327B
$5.2 Million 0.19% of portfolio
35,918
Q4 2024 Reduced 0.52%
$0
$5.42 Million 0.19% of portfolio
105,905
Q4 2024 Added 31.41%
$0
$4.89 Million 0.18% of portfolio
112,588
Q4 2024 Added 67.98%
$0
$4.97 Million 0.18% of portfolio
104,950
Q4 2024 Added 0.15%
$377B
$4.88 Million 0.18% of portfolio
29,256
Q4 2024 Added 29.89%
$0
$5.02 Million 0.18% of portfolio
99,029
Q4 2024 New
$0
$5 Million 0.18% of portfolio
31,342
Q4 2024 Added 24.23%
$0
$4.96 Million 0.18% of portfolio
40,162
Q4 2024 Reduced 8.6%
$0
$4.94 Million 0.18% of portfolio
117,890
Q4 2024 Reduced 22.32%
$90.5B
$4.74 Million 0.17% of portfolio
13,943
Q4 2024 Added 700.4%
$490B
$4.64 Million 0.17% of portfolio
9,178
Q4 2024 Reduced 7.11%
$0
$4.6 Million 0.17% of portfolio
24,937
Q4 2024 Added 61.92%
$0
$4.34 Million 0.16% of portfolio
21,897
Q4 2024 Added 14.24%
$0
$4.55 Million 0.16% of portfolio
67,832
Q4 2024 Added 0.67%
$0
$4.36 Million 0.16% of portfolio
19,442
Q4 2024 Added 3.27%
$0
$4.48 Million 0.16% of portfolio
45,226
Q4 2024 Added 26.42%
$0
$4.25 Million 0.15% of portfolio
22,267
Q4 2024 Added 41.69%
$0
$4.1 Million 0.15% of portfolio
66,795
Q4 2024 Added 111.48%
$0
$4.2 Million 0.15% of portfolio
168,521
Q4 2024 Reduced 39.71%
$0
$4.08 Million 0.15% of portfolio
31,001
Q4 2024 Added 101.62%
$0
$4.21 Million 0.15% of portfolio
323,731
Q4 2024 Added 0.68%
$0
$4.15 Million 0.15% of portfolio
85,968
Q4 2024 Added 31.53%
$0
$4.21 Million 0.15% of portfolio
42,793
Q4 2024 Added 4.22%
$370B
$4.25 Million 0.15% of portfolio
23,936
Q4 2024 Added 18.03%
$0
$4.22 Million 0.15% of portfolio
88,193
Q4 2024 Added 12.11%
$0
$3.77 Million 0.14% of portfolio
63,089
Q4 2024 Added 52.36%
$0
$3.85 Million 0.14% of portfolio
29,094
Q4 2024 Added 9.43%
$16.2B
$4.02 Million 0.14% of portfolio
152,792
Q4 2024 Added 75.15%
$310B
$3.82 Million 0.14% of portfolio
61,322
Q4 2024 Added 1.94%
$0
$3.9 Million 0.14% of portfolio
50,617
Q4 2024 Added 14.03%
$0
$3.77 Million 0.14% of portfolio
19,820
Q4 2024 Added 2.41%
$0
$3.94 Million 0.14% of portfolio
202,755
Q4 2024 Added 27.64%
$0
$3.9 Million 0.14% of portfolio
133,589
Q4 2024 Added 324.16%
$227B
$3.92 Million 0.14% of portfolio
39,432
Q4 2024 Reduced 12.0%
$0
$3.84 Million 0.14% of portfolio
10,235
Q4 2024 Reduced 6.94%

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
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