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CIK: 0001901275
Total reported value
$5.0B
$5.0B
844 檔
5.4%
At the close of Q3 2024, Ameritas Advisory Services, LLC disclosed equity holdings valued at approximately $5.0B, spread across 844 reported holdings.
During Q3 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 844 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IHDG | Wisdomtree International Hed | ETF-Other | 2.63% | -0.34% | +12.90% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.52% | -1.67% | EXIT | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.50% | +0.09% | -20.83% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.97% | +0.21% | -2.18% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.91% | -0.31% | -0.05% | |
| 6 | FDRR | Fidelity Div ETF Rise Rates | ETF-Other | 1.85% | -0.21% | +5.43% | |
| 7 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 1.75% | +0.06% | -5.64% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.68% | +0.01% | -8.11% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.63% | +0.15% | -6.28% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.62% | -0.48% | -60.39% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.38% | +0.01% | +22.97% | |
| 12 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.35% | -0.30% | +3.69% | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.20% | +0.27% | +51.03% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +0.59% | -49.13% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.26% | -28.51% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.09% | +0.23% | +17.78% | |
| 17 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 1.09% | -0.16% | -9.45% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | +0.34% | -42.00% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.03% | -25.60% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.83% | -0.01% | -35.51% | |
| 21 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.80% | +0.08% | +15.73% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.80% | +0.01% | +7.09% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | -0.03% | -38.65% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.75% | +0.06% | -46.42% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | +0.14% | -2.89% | |
| 26 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.72% | -0.02% | +69.54% | |
| 27 | PAVE | Global X US Infrastructure | ETF-Other | 0.72% | -0.13% | +28.72% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | — | +4.07% | |
| 29 | IOO | Ishares Global 100 ETF | ETF-Other | 0.69% | -0.13% | -0.44% | |
| 30 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.69% | -0.09% | +5.18% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | +0.02% | -40.73% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.13% | -25.92% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | +0.36% | -40.26% | |
| 34 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.60% | +0.06% | NEW | |
| 35 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.60% | +0.08% | -38.09% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.57% | -0.03% | -7.08% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.22% | -32.42% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.54% | -0.03% | -11.31% | |
| 39 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.52% | +0.08% | -23.01% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.51% | +0.04% | -49.15% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | +0.19% | -21.63% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.32% | -53.51% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | +0.24% | -28.90% | |
| 44 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.47% | — | -10.44% | |
| 45 | FTCS | First Trust Capital Strength | ETF-Other | 0.47% | -0.04% | EXIT | |
| 46 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.46% | -0.03% | +6.84% | |
| 47 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.45% | — | -6.53% | |
| 48 | CGGR | Cap Group Growth Equity | ETF-Other | 0.45% | +0.40% | -6.31% | |
| 49 | IQLT | Ishares Msci International Q | ETF-Other | 0.44% | +0.18% | -29.49% | |
| 50 | CGDV | Cap Group Dividend Value | ETF-Other | 0.43% | +0.45% | +8.23% |
According to official SEC Form 13F filings, Ameritas Advisory Services, LLC reported a total U.S. public equity portfolio value of $5.0B across 844 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IHDG, QQQ, SCHD) accounted for 5.4% of total reported equity market value during Q3 2024.
During Q3 2024, Ameritas Advisory Services, LLC's top holdings by market value included IHDG (2.6%)、QQQ (2.5%)、SCHD (2.5%). The largest single position, IHDG, represented 2.6% of total portfolio value.
In Q3 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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