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
$0
$2.47 Million 0.1% of portfolio
90,449
Q4 2024 Added 9.51%
$124B
$2.29 Million 0.1% of portfolio
5,137
Q1 2025 Reduced 20.29%
$33.4B
$2.37 Million 0.1% of portfolio
21,720
Q1 2025 Reduced 18.07%
$231B
$2.21 Million 0.09% of portfolio
16,683
Q1 2025 Added 1.75%
$0
$2.16 Million 0.09% of portfolio
9,871
Q1 2025 Added 1.08%
$0
$2.04 Million 0.09% of portfolio
11,949
Q1 2025 Reduced 4.4%
$147B
$2.1 Million 0.09% of portfolio
29,670
Q1 2025 Reduced 30.01%
$0
$2.2 Million 0.09% of portfolio
18,441
Q1 2025 Reduced 0.51%
$0
$2.18 Million 0.09% of portfolio
27,056
Q1 2025 Added 1.86%
$378B
$2.2 Million 0.09% of portfolio
52,619
Q1 2025 Added 0.79%
$0
$2.24 Million 0.09% of portfolio
13,942
Q1 2025 Added 0.06%
$102B
$2.08 Million 0.09% of portfolio
5,895
Q1 2025 Added 2.86%
$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%
$0
$2.04 Million 0.09% of portfolio
19,748
Q1 2025 Reduced 0.29%
$562B
$2.03 Million 0.09% of portfolio
2,174
Q1 2025 Reduced 41.76%
$0
$2.11 Million 0.09% of portfolio
30,282
Q1 2025 Added 1.55%
$0
$2.03 Million 0.09% of portfolio
40,088
Q1 2025 Added 2.31%
$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%
$0
$1.95 Million 0.08% of portfolio
83,398
Q1 2025 Reduced 0.25%
$0
$2 Million 0.08% of portfolio
21,930
Q1 2025 Reduced 16.08%
$0
$1.87 Million 0.08% of portfolio
7,276
Q1 2025 Reduced 76.02%
$0
$1.9 Million 0.08% of portfolio
22,975
Q1 2025 Added 3.99%
$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%
$0
$2 Million 0.08% of portfolio
49,016
Q1 2025 Added 0.26%
$0
$1.92 Million 0.08% of portfolio
15,137
Q1 2025 Reduced 77.75%
$87.3B
$1.83 Million 0.08% of portfolio
12,427
Q1 2025 Reduced 20.52%
$0
$1.85 Million 0.08% of portfolio
11,528
Q1 2025 Added 20.28%
$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%
$0
$1.83 Million 0.08% of portfolio
38,207
Q1 2025 Added 6.71%
$0
$1.89 Million 0.08% of portfolio
31,422
Q1 2025 Reduced 7.15%
$138B
$1.97 Million 0.08% of portfolio
8,445
Q1 2025 Reduced 1.9%
$0
$1.91 Million 0.08% of portfolio
37,692
Q1 2025 Added 2.3%
$79.5B
$1.83 Million 0.08% of portfolio
14,584
Q1 2025 Reduced 5.13%
$0
$1.9 Million 0.08% of portfolio
37,817
Q1 2025 Reduced 13.54%
$0
$2 Million 0.08% of portfolio
32,361
Q1 2025 Reduced 51.55%
$142B
$1.95 Million 0.08% of portfolio
76,957
Q1 2025 Added 1.28%
$0
$2 Million 0.08% of portfolio
15,543
Q1 2025 Added 1.54%
$173B
$1.88 Million 0.08% of portfolio
12,228
Q1 2025 Added 2.95%
$0
$1.95 Million 0.08% of portfolio
28,529
Q1 2025 Reduced 0.31%
$159B
$1.88 Million 0.08% of portfolio
6,046
Q1 2025 Reduced 42.69%
$0
$1.89 Million 0.08% of portfolio
18,490
Q1 2025 Reduced 7.07%
$0
$1.92 Million 0.08% of portfolio
22,002
Q1 2025 Reduced 45.76%
$0
$1.9 Million 0.08% of portfolio
8,542
Q1 2025 Added 2.75%

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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