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
$1.19 Million 0.05% of portfolio
41,642
Q1 2025 Reduced 0.93%
$171B
$1.11 Million 0.05% of portfolio
2,905
Q1 2025 Reduced 1.16%
$54B
$1.29 Million 0.05% of portfolio
11,825
Q1 2025 Reduced 3.07%
$26.5B
$1.13 Million 0.05% of portfolio
3,069
Q1 2025 New
$0
$1.28 Million 0.05% of portfolio
32,936
Q1 2025 Added 2.47%
$0
$1.1 Million 0.05% of portfolio
9,479
Q1 2025 Added 1.98%
$0
$1.17 Million 0.05% of portfolio
6,204
Q1 2025 Added 2.29%
$83.7B
$1.27 Million 0.05% of portfolio
4,672
Q1 2025 Added 215.68%
$0
$1.16 Million 0.05% of portfolio
13,471
Q1 2025 Reduced 0.56%
$73.2B
$1.02 Million 0.04% of portfolio
6,626
Q1 2025 Reduced 12.77%
$0
$830,000 0.04% of portfolio
8,301
Q1 2025 Reduced 30.56%
$0
$884,000 0.04% of portfolio
19,858
Q1 2025 Reduced 3.01%
$0
$847,000 0.04% of portfolio
6,509
Q1 2025 Reduced 30.15%
$0
$924,000 0.04% of portfolio
23,628
Q1 2025 Added 9.18%
$0
$876,000 0.04% of portfolio
29,990
Q1 2025 Reduced 56.86%
$0
$1.04 Million 0.04% of portfolio
59,271
Q1 2025 Added 0.71%
$64.1B
$962,000 0.04% of portfolio
15,184
Q1 2025 Added 299.37%
$0
$946,000 0.04% of portfolio
20,284
Q1 2025 Added 14.69%
$0
$867,000 0.04% of portfolio
11,068
Q1 2025 Reduced 5.0%
$0
$960,000 0.04% of portfolio
8,646
Q1 2025 Reduced 4.38%
$0
$828,000 0.04% of portfolio
31,333
Q1 2025 Added 2.94%
$0
$1.01 Million 0.04% of portfolio
8,806
Q1 2025 Added 0.14%
$4B
$868,000 0.04% of portfolio
22,679
Q1 2025 Reduced 5.97%
$62.1B
$834,000 0.04% of portfolio
10,388
Q1 2025 Added 3.88%
$0
$976,000 0.04% of portfolio
7,748
Q1 2025 Reduced 33.98%
$0
$1.03 Million 0.04% of portfolio
12,057
Q1 2025 Reduced 2.18%
$13.1B
$966,000 0.04% of portfolio
15,322
Q1 2025 Reduced 3.18%
$9.91B
$862,000 0.04% of portfolio
14,168
Q1 2025 Reduced 11.55%
$39.2B
$882,000 0.04% of portfolio
7,905
Q1 2025 Added 0.53%
$30.3B
$955,000 0.04% of portfolio
15,976
Q1 2025 Added 9.52%
$0
$1.03 Million 0.04% of portfolio
20,669
Q1 2025 Reduced 11.31%
$0
$872,000 0.04% of portfolio
16,462
Q1 2025 Added 3.2%
$39.6B
$964,000 0.04% of portfolio
3,731
Q1 2025 Reduced 28.07%
$18.8B
$1.01 Million 0.04% of portfolio
13,693
Q1 2025 Reduced 9.29%
$0
$983,000 0.04% of portfolio
15,862
Q1 2025 Added 5.23%
$41.7B
$893,000 0.04% of portfolio
4,114
Q1 2025 Added 92.78%
$176B
$885,000 0.04% of portfolio
2,838
Q1 2025 Added 10.17%
$0
$857,000 0.04% of portfolio
10,573
Q1 2025 Reduced 1.04%
$48B
$998,000 0.04% of portfolio
3,186
Q1 2025 Reduced 0.19%
$20.5B
$961,000 0.04% of portfolio
12,796
Q1 2025 New
$236B
$994,000 0.04% of portfolio
9,682
Q1 2025 Reduced 0.1%
$0
$845,000 0.04% of portfolio
10,153
Q1 2025 Reduced 4.99%
$15B
$893,000 0.04% of portfolio
30,145
Q1 2025 Added 12.84%
$0
$875,000 0.04% of portfolio
14,386
Q1 2025 Added 0.01%
$0
$1.06 Million 0.04% of portfolio
20,714
Q1 2025 Reduced 0.07%
$0
$962,000 0.04% of portfolio
76,667
Q1 2025 Reduced 63.75%
$18.5B
$896,000 0.04% of portfolio
12,245
Q1 2025 Reduced 5.89%
$63.7B
$992,000 0.04% of portfolio
34,774
Q1 2025 Added 0.12%
$0
$900,000 0.04% of portfolio
12,872
Q1 2025 Added 2.68%

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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