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
$836,000 0.04% of portfolio
16,874
Q1 2025 Reduced 27.34%
$0
$941,000 0.04% of portfolio
8,078
Q1 2025 Reduced 10.9%
$143B
$1.06 Million 0.04% of portfolio
4,492
Q1 2025 Added 2.14%
$73B
$841,000 0.04% of portfolio
7,652
Q1 2025 Reduced 86.91%
$69.9B
$907,000 0.04% of portfolio
21,488
Q1 2025 Added 2.41%
$0
$876,000 0.04% of portfolio
19,056
Q1 2025 Reduced 0.03%
$0
$883,000 0.04% of portfolio
18,157
Q4 2024 Added 0.83%
$7.31B
$916,000 0.04% of portfolio
19,423
Q1 2025 Added 16.57%
$101B
$856,000 0.04% of portfolio
14,048
Q1 2025 Reduced 11.13%
$98.4B
$944,000 0.04% of portfolio
27,940
Q1 2025 Reduced 14.66%
$0
$991,000 0.04% of portfolio
26,435
Q1 2025 Added 0.11%
$0
$885,000 0.04% of portfolio
42,655
Q1 2025 Added 5.85%
$0
$925,000 0.04% of portfolio
9,970
Q1 2025 Reduced 52.71%
$0
$884,000 0.04% of portfolio
3,616
Q1 2025 Added 7.24%
$183B
$853,000 0.04% of portfolio
1,724
Q1 2025 Added 5.9%
$3.91B
$948,000 0.04% of portfolio
44,687
Q1 2025 Reduced 1.78%
$177B
$839,000 0.04% of portfolio
4,313
Q1 2025 Reduced 50.65%
$0
$897,000 0.04% of portfolio
35,978
Q1 2025 Added 71.13%
$92.5B
$927,000 0.04% of portfolio
2,819
Q1 2025 New
$240B
$940,000 0.04% of portfolio
3,497
Q1 2025 Reduced 42.28%
$0
$1.02 Million 0.04% of portfolio
24,338
Q1 2025 Added 0.08%
$17.7B
$1.04 Million 0.04% of portfolio
6,828
Q4 2024 Added 5.94%
$83.5B
$888,000 0.04% of portfolio
2,043
Q1 2025 Reduced 0.2%
$8.98B
$863,000 0.04% of portfolio
22,686
Q1 2025 Reduced 12.47%
$48.3B
$1.03 Million 0.04% of portfolio
13,745
Q1 2025 Added 269.59%
$0
$993,000 0.04% of portfolio
3,947
Q1 2025 Added 0.46%
$6.46B
$935,000 0.04% of portfolio
47,295
Q1 2025 Reduced 3.82%
$0
$956,000 0.04% of portfolio
21,351
Q4 2024 Reduced 4.64%
$0
$946,000 0.04% of portfolio
39,404
Q1 2025 Added 17.52%
$17.7B
$962,000 0.04% of portfolio
11,596
Q1 2025 Reduced 18.76%
$34.1B
$806,000 0.03% of portfolio
6,173
Q1 2025 Reduced 22.85%
$0
$735,000 0.03% of portfolio
51,567
Q4 2024 Added 2.34%
$25.7B
$793,000 0.03% of portfolio
7,720
Q1 2025 New
$103B
$642,000 0.03% of portfolio
954
Q1 2025 Reduced 46.34%
$0
$680,000 0.03% of portfolio
33,908
Q1 2025 New
$43.1B
$798,000 0.03% of portfolio
17,334
Q4 2024 Added 94.41%
$85.3B
$795,000 0.03% of portfolio
7,732
Q4 2024 Added 0.01%
$0
$657,000 0.03% of portfolio
6,901
Q1 2025 Reduced 1.53%
$0
$758,000 0.03% of portfolio
29,283
Q1 2025 Added 1.94%
$62.1B
$615,000 0.03% of portfolio
4,987
Q1 2025 Added 0.08%
$25.3B
$706,000 0.03% of portfolio
9,876
Q1 2025 Reduced 5.53%
$4.21B
$680,000 0.03% of portfolio
2,360
Q1 2025 Reduced 80.54%
$26.9B
$793,000 0.03% of portfolio
672
Q1 2025 New
$34.1B
$812,000 0.03% of portfolio
26,710
Q1 2025 Added 0.93%
$71.8B
$643,000 0.03% of portfolio
5,016
Q1 2025 Added 2.16%
$0
$642,000 0.03% of portfolio
12,573
Q1 2025 Reduced 0.37%
$0
$671,000 0.03% of portfolio
249,508
Q4 2024 Reduced 1.91%
$79.7B
$682,000 0.03% of portfolio
3,883
Q1 2025 Reduced 0.15%
$60.9B
$612,000 0.03% of portfolio
2,585
Q1 2025 Added 11.09%

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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