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CIK: 0001901275
Total reported value
$5.0B
$5.0B
897 檔
6.9%
As reported in its official Q2 2024 Form 13F filing, Ameritas Advisory Services, LLC's tracked investment portfolio stood at $5.0B with 897 total positions.
During Q2 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 897 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.24% | -0.48% | -11.81% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.16% | -1.67% | EXIT | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.54% | +0.09% | -1.47% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-Other | 2.03% | -0.34% | +12.28% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | +0.59% | +6.79% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.70% | +0.21% | +6.35% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.59% | -0.31% | +15.85% | |
| 8 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 1.56% | +0.06% | +12.61% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.50% | +0.01% | +3.09% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.46% | +0.15% | -1.34% | |
| 11 | FDRR | Fidelity Div ETF Rise Rates | ETF-Other | 1.44% | -0.21% | +8.76% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.26% | +2.46% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | +0.34% | +3.57% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.22% | +0.06% | -8.61% | |
| 15 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.14% | -0.30% | +5.54% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.09% | -0.01% | -4.49% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | -0.03% | +1084.97% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.03% | +3.23% | |
| 19 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 1.03% | -0.16% | -14.15% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.94% | +0.01% | +24.82% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | +0.02% | +3.01% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.32% | +18.74% | |
| 23 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.86% | +0.06% | NEW | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.85% | +0.36% | +3.61% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.80% | +0.04% | -5.48% | |
| 26 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.79% | +0.08% | +4.87% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.79% | +0.23% | +5.45% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | +0.13% | -4.03% | |
| 29 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.70% | +0.27% | +85.54% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | +0.22% | +9.25% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.65% | +0.01% | -2.48% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | +0.14% | +2.66% | |
| 33 | IOO | Ishares Global 100 ETF | ETF-Other | 0.59% | -0.13% | +5.43% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | +0.24% | +3.04% | |
| 35 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.56% | +0.08% | -2.14% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | — | +46.64% | |
| 37 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.54% | +0.08% | +23.43% | |
| 38 | IQLT | Ishares Msci International Q | ETF-Other | 0.52% | +0.18% | +6.81% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.52% | -0.04% | +3.59% | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.51% | — | +4.71% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.51% | +0.19% | -1.30% | |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.51% | -0.03% | +4.67% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.03% | +5.35% | |
| 44 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.50% | -0.09% | +5.12% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.10% | +8.91% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.12% | +1.91% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | -0.02% | +3.66% | |
| 48 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.44% | -0.03% | +1.03% | |
| 49 | PAVE | Global X US Infrastructure | ETF-Other | 0.44% | -0.13% | +19.01% | |
| 50 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.43% | — | -17.71% |
According to official SEC Form 13F filings, Ameritas Advisory Services, LLC reported a total U.S. public equity portfolio value of $5.0B across 897 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, SCHD) accounted for 6.9% of total reported equity market value during Q2 2024.
During Q2 2024, Ameritas Advisory Services, LLC's top holdings by market value included AAPL (3.2%)、QQQ (3.2%)、SCHD (2.5%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q2 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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