Ameritas Advisory Services, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.85 Billion distributed in 2841 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr with a value of $53.2M, Spdr Portfolio with a value of $45.3M, Janus Detroit Str Tr Janus Hen with a value of $43.7M, Ishares Russell 1000 Gr ETF with a value of $40M, and Invesco Qqq Trust, Series 1 with a value of $39.5M.

Examining the 13F form we can see an decrease of $505M in the current position value, from $2.36B to 1.85B. Also it can be appreciated an additional of 1999 stocks purchases and 2 closed positions.

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 $1.85 Billion
ETFs: $1.44 Billion
Technology: $97.9 Million
Financial Services: $65.5 Million
Industrials: $50.2 Million
Consumer Cyclical: $46.7 Million
Consumer Defensive: $34.7 Million
Healthcare: $28.4 Million
Communication Services: $28 Million
Other: $50.5 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 2,841
  • Current Value $1.85 Billion
  • Prior Value $2.36 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1,999 stocks
  • Additional Purchases 133 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 697 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.