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
$3.86 Million 0.14% of portfolio
48,096
Q4 2024 Added 9.28%
$0
$3.65 Million 0.13% of portfolio
40,993
Q4 2024 Added 26.29%
$3.3B
$3.51 Million 0.13% of portfolio
12,126
Q4 2024 Added 353.48%
$0
$3.48 Million 0.13% of portfolio
68,984
Q4 2024 Added 9.12%
$0
$3.68 Million 0.13% of portfolio
20,976
Q4 2024 Reduced 2.48%
$0
$3.64 Million 0.13% of portfolio
40,562
Q4 2024 Added 148.4%
$0
$3.62 Million 0.13% of portfolio
57,098
Q4 2024 Added 2.81%
$0
$3.22 Million 0.12% of portfolio
41,220
Q4 2024 Added 5.28%
$0
$3.42 Million 0.12% of portfolio
45,822
Q4 2024 Added 125.29%
$28.9B
$3.31 Million 0.12% of portfolio
27,681
Q4 2024 Added 941.81%
$435B
$3.33 Million 0.12% of portfolio
3,733
Q4 2024 Added 35.25%
$0
$3.4 Million 0.12% of portfolio
18,416
Q4 2024 Added 14.12%
$0
$3.29 Million 0.12% of portfolio
44,443
Q4 2024 Added 11.34%
$0
$3.28 Million 0.12% of portfolio
118,290
Q4 2024 Added 355.14%
$0
$3.43 Million 0.12% of portfolio
44,446
Q4 2024 Reduced 35.96%
$0
$3.4 Million 0.12% of portfolio
137,876
Q4 2024 Added 5.47%
$0
$2.98 Million 0.11% of portfolio
13,499
Q4 2024 Added 4.12%
$384B
$2.98 Million 0.11% of portfolio
20,590
Q4 2024 Reduced 8.91%
$4.27B
$3.15 Million 0.11% of portfolio
84,107
Q4 2024 Reduced 23.24%
$0
$3.08 Million 0.11% of portfolio
22,423
Q4 2024 Reduced 6.28%
$0
$2.92 Million 0.11% of portfolio
60,371
Q4 2024 Added 0.1%
$0
$3.17 Million 0.11% of portfolio
24,111
Q4 2024 Added 30.3%
$0
$3.06 Million 0.11% of portfolio
26,029
Q4 2024 Added 52.99%
$85.5B
$2.98 Million 0.11% of portfolio
148,418
Q4 2024 Added 365.14%
$132B
$2.96 Million 0.11% of portfolio
17,141
Q4 2024 Added 26.23%
$0
$3.16 Million 0.11% of portfolio
173,448
Q4 2024 Reduced 3.47%
$256B
$2.96 Million 0.11% of portfolio
50,077
Q4 2024 Added 6.95%
$6.43B
$3.16 Million 0.11% of portfolio
59,469
Q4 2024 Added 544.23%
$0
$3.03 Million 0.11% of portfolio
93,977
Q4 2024 Added 47.54%
$130B
$3.13 Million 0.11% of portfolio
6,445
Q4 2024 Added 7.35%
$155B
$3.01 Million 0.11% of portfolio
39,805
Q4 2024 Reduced 21.43%
$143B
$3.04 Million 0.11% of portfolio
42,393
Q4 2024 Added 40.48%
$162B
$2.86 Million 0.1% of portfolio
125,521
Q4 2024 Added 2.56%
$0
$2.77 Million 0.1% of portfolio
21,828
Q4 2024 Added 119.77%
$201B
$2.8 Million 0.1% of portfolio
12,745
Q4 2024 Reduced 1.29%
$44.4B
$2.84 Million 0.1% of portfolio
57,389
Q4 2024 Added 75.31%
$0
$2.74 Million 0.1% of portfolio
34,286
Q4 2024 Added 8.48%
$0
$2.74 Million 0.1% of portfolio
91,616
Q4 2024 Added 7.2%
$0
$2.67 Million 0.1% of portfolio
97,079
Q4 2024 Reduced 18.7%
$184B
$2.87 Million 0.1% of portfolio
24,759
Q4 2024 Added 58.98%
$0
$2.64 Million 0.1% of portfolio
52,844
Q4 2024 Added 14.47%
$0
$2.71 Million 0.1% of portfolio
64,612
Q4 2024 Reduced 2.29%
$147B
$2.75 Million 0.1% of portfolio
10,550
Q4 2024 Added 62.01%
$0
$2.73 Million 0.1% of portfolio
22,897
Q4 2024 Reduced 11.58%
$0
$2.82 Million 0.1% of portfolio
7,704
Q4 2024 Added 129.76%
$0
$2.62 Million 0.09% of portfolio
26,146
Q4 2024 Added 35.3%
$149B
$2.44 Million 0.09% of portfolio
10,802
Q4 2024 Reduced 0.75%
$8.1B
$2.54 Million 0.09% of portfolio
13,450
Q4 2024 Added 63.23%
$0
$2.59 Million 0.09% of portfolio
211,481
Q4 2024 Added 254.64%

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