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CIK: 0001901275
Total reported value
$5.0B
$5.0B
858 檔
5.7%
According to the latest 13F quarterly dataset, Ameritas Advisory Services, LLC managed an equity portfolio of $5.0B at the end of Q1 2025, spanning 858 distinct U.S. exchange-listed positions.
During Q1 2025, 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 858 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IHDG | Wisdomtree International Hed | ETF-Other | 2.98% | -0.34% | +1.23% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.29% | -1.67% | EXIT | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.12% | +0.21% | -13.02% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.04% | -0.31% | -6.15% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.01% | +0.27% | +11.34% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.00% | +0.09% | -17.74% | |
| 7 | FDRR | Fidelity Div ETF Rise Rates | ETF-Other | 1.98% | -0.21% | -0.87% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.95% | +0.01% | +3.29% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.85% | +0.23% | +3.99% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.69% | +0.01% | -5.27% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.67% | -0.48% | -57.00% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.55% | +0.15% | -12.13% | |
| 13 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 1.36% | +0.06% | -4.39% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.59% | -45.70% | |
| 15 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.16% | -0.02% | +5.92% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.15% | -0.30% | -5.19% | |
| 17 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 1.06% | -0.16% | -0.89% | |
| 18 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 1.05% | +0.36% | -34.94% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.26% | -26.90% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | +0.34% | -32.57% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.03% | -13.54% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | -0.32% | -39.06% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | -0.03% | -20.57% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | +0.02% | -41.60% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.71% | +0.01% | +5.24% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.71% | +0.24% | -0.67% | |
| 27 | PAVE | Global X US Infrastructure | ETF-Other | 0.70% | -0.13% | +8.48% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | +0.14% | -11.12% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.66% | — | +9.95% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.65% | +0.06% | +3.20% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | +0.13% | -10.26% | |
| 32 | IOO | Ishares Global 100 ETF | ETF-Other | 0.64% | -0.13% | -3.42% | |
| 33 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.63% | +0.08% | -2.39% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.62% | +0.36% | -29.76% | |
| 35 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.61% | +0.08% | -36.12% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.22% | -26.23% | |
| 37 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.59% | -0.09% | +4.48% | |
| 38 | CGGR | Cap Group Growth Equity | ETF-Other | 0.56% | +0.40% | -1.16% | |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.52% | -0.03% | -33.45% | |
| 40 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.51% | +0.08% | -22.47% | |
| 41 | CGDV | Cap Group Dividend Value | ETF-Other | 0.50% | +0.45% | +8.15% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | +0.04% | -32.81% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.49% | -0.03% | -14.10% | |
| 44 | FIW | First Trust Water ETF | ETF-Other | 0.48% | -0.09% | +27.47% | |
| 45 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.41% | -0.03% | -16.24% | |
| 46 | IQLT | Ishares Msci International Q | ETF-Other | 0.40% | +0.18% | -20.88% | |
| 47 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.39% | -0.03% | -4.96% | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.38% | +0.47% | -11.18% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.38% | -0.08% | -12.77% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.06% | -8.25% |
According to official SEC Form 13F filings, Ameritas Advisory Services, LLC reported a total U.S. public equity portfolio value of $5.0B across 858 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IHDG, QQQ, SPYG) accounted for 5.7% of total reported equity market value during Q1 2025.
During Q1 2025, Ameritas Advisory Services, LLC's top holdings by market value included IHDG (3.0%)、QQQ (2.3%)、SPYG (2.1%). The largest single position, IHDG, represented 3.0% of total portfolio value.
In Q1 2025, 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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