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CIK: 0001901275
Total reported value
$5.0B
$5.0B
872 檔
6.4%
In Q1 2024, Ameritas Advisory Services, LLC's U.S. equity holdings reached a combined market value of $5.0B, distributed across 872 disclosed stock positions.
During Q1 2024, Ameritas Advisory Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 872 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.28% | -0.48% | +190.24% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.10% | -1.67% | EXIT | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.87% | +0.09% | +53.46% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-Other | 1.99% | -0.34% | +46.80% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | +0.59% | +29.36% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.62% | +0.01% | +462.68% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.59% | +0.21% | +26.94% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.54% | +0.15% | +8.13% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.45% | +0.06% | +442.85% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.44% | -0.31% | +25.31% | |
| 11 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 1.39% | +0.06% | +75.45% | |
| 12 | FDRR | Fidelity Div ETF Rise Rates | ETF-Other | 1.39% | -0.21% | +39.33% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | -0.26% | +26.68% | |
| 14 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 1.30% | -0.16% | +14.45% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | +0.34% | +46.05% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.25% | -0.01% | +16.16% | |
| 17 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.19% | -0.30% | +32.86% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.03% | +39.29% | |
| 19 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.96% | +0.06% | NEW | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | +0.02% | +46.08% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.91% | +0.04% | +42.34% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.89% | +0.36% | -2.86% | |
| 23 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.83% | +0.01% | +76.56% | |
| 24 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.79% | +0.08% | +384.82% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | -0.32% | +40.62% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.75% | +0.13% | +52.50% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.73% | +0.23% | +17.26% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | -0.03% | +31.83% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.01% | -1.42% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | +0.14% | +31.13% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | +0.22% | +72.31% | |
| 32 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.61% | +0.08% | +90.15% | |
| 33 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.58% | — | +214.34% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | +0.19% | +7.68% | |
| 35 | IOO | Ishares Global 100 ETF | ETF-Other | 0.57% | -0.13% | +53.91% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.56% | +0.24% | -36.04% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.55% | — | +85.70% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.54% | -0.04% | +64.20% | |
| 39 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.53% | -0.09% | +5.70% | |
| 40 | IQLT | Ishares Msci International Q | ETF-Other | 0.52% | +0.18% | +277.17% | |
| 41 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.52% | -0.03% | +38.39% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.52% | -0.03% | +17.36% | |
| 43 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.51% | -0.02% | -6.69% | |
| 44 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.48% | +0.08% | +128.40% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.12% | +61.28% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.02% | +115.53% | |
| 47 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.45% | -0.03% | +359.31% | |
| 48 | PAVE | Global X US Infrastructure | ETF-Other | 0.43% | -0.13% | +62.17% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.10% | +16.77% | |
| 50 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.42% | -0.03% | +5.94% |
According to official SEC Form 13F filings, Ameritas Advisory Services, LLC reported a total U.S. public equity portfolio value of $5.0B across 872 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, SCHD) accounted for 6.4% of total reported equity market value during Q1 2024.
During Q1 2024, Ameritas Advisory Services, LLC's top holdings by market value included AAPL (3.3%)、QQQ (3.1%)、SCHD (2.9%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q1 2024, Ameritas Advisory Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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