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CIK: 0001901275
Total reported value
$5.0B
$5.0B
872 檔
7.5%
As reported in its official Q4 2024 Form 13F filing, Ameritas Advisory Services, LLC's tracked investment portfolio stood at $5.0B with 872 total positions.
During Q4 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 | 3.47% | -0.48% | +148.59% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.54% | -1.67% | EXIT | |
| 3 | IHDG | Wisdomtree International Hed | ETF-Other | 2.52% | -0.34% | +26.36% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.25% | +0.21% | +34.27% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.07% | +0.59% | +119.94% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.05% | +0.09% | +217.13% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.94% | -0.31% | +27.95% | |
| 8 | FDRR | Fidelity Div ETF Rise Rates | ETF-Other | 1.75% | -0.21% | +18.69% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.63% | +0.23% | +74.57% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.59% | +0.01% | +50.63% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.58% | +0.01% | +17.30% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.54% | +0.27% | +60.81% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.54% | +0.15% | +16.29% | |
| 14 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 1.37% | +0.36% | +344.13% | |
| 15 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 1.35% | +0.06% | +2.75% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.26% | +35.25% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | +0.34% | +54.56% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | -0.32% | +175.54% | |
| 19 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.05% | -0.30% | -2.84% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | +0.02% | +83.47% | |
| 21 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.93% | -0.02% | +62.24% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.03% | +9.90% | |
| 23 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.89% | -0.16% | +2.85% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | -0.03% | +32.68% | |
| 25 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.82% | +0.08% | +70.23% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | -0.02% | +104.85% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.75% | +0.36% | +52.16% | |
| 28 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.73% | -0.03% | +56.75% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | +0.22% | +55.04% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | +0.14% | +15.45% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.65% | +0.24% | +57.40% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.64% | +0.01% | -2.10% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.13% | +18.22% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | +0.04% | +58.38% | |
| 35 | PAVE | Global X US Infrastructure | ETF-Other | 0.59% | -0.13% | +3.78% | |
| 36 | IOO | Ishares Global 100 ETF | ETF-Other | 0.58% | -0.13% | +3.08% | |
| 37 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.57% | +0.08% | +41.54% | |
| 38 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.55% | +0.08% | -13.68% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | — | -4.19% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.53% | +0.06% | -10.25% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.51% | -0.04% | +98.39% | |
| 42 | CGGR | Cap Group Growth Equity | ETF-Other | 0.50% | +0.40% | +30.39% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.48% | -0.03% | +10.74% | |
| 44 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.47% | -0.09% | -6.81% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.45% | -0.52% | +131.72% | |
| 46 | IQLT | Ishares Msci International Q | ETF-Other | 0.43% | +0.18% | +34.61% | |
| 47 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.42% | -0.03% | +27.86% | |
| 48 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.41% | — | +16.21% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | -0.20% | +132.08% | |
| 50 | CGDV | Cap Group Dividend Value | ETF-Other | 0.39% | +0.45% | +17.35% |
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 Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, IHDG) accounted for 7.5% of total reported equity market value during Q4 2024.
During Q4 2024, Ameritas Advisory Services, LLC's top holdings by market value included AAPL (3.5%)、QQQ (2.5%)、IHDG (2.5%). The largest single position, AAPL, represented 3.5% of total portfolio value.
In Q4 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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