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CIK: 0001901275
Total reported value
$5.0B
$5.0B
2841 檔
4.5%
The Q2 2025 SEC filing reveals that Ameritas Advisory Services, LLC held a total portfolio value of $5.0B, covering 2841 public equity positions.
During Q2 2025, Ameritas Advisory Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IHDG, SPYG, JAAA) accounted for 4.5% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 2841 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IHDG | Wisdomtree International Hed | ETF-Other | 2.77% | -0.34% | -30.65% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.36% | +0.21% | -26.32% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.28% | +0.27% | -12.36% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.10% | +0.23% | -22.58% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.06% | -1.67% | EXIT | |
| 6 | FDRR | Fidelity Div ETF Rise Rates | ETF-Other | 2.04% | -0.21% | -26.28% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.02% | +0.01% | -20.32% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.93% | -0.31% | -31.52% | |
| 9 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 1.71% | +0.06% | -19.66% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.67% | +0.15% | -29.72% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.63% | +0.01% | -27.76% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.62% | +0.09% | -34.53% | |
| 13 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 1.20% | -0.16% | -12.04% | |
| 14 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.20% | -0.02% | -20.11% | |
| 15 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.17% | -0.30% | -22.11% | |
| 16 | PAVE | Global X US Infrastructure | ETF-Other | 0.93% | -0.13% | -10.12% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.90% | +0.01% | -19.31% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.84% | -0.48% | -54.35% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.26% | -49.27% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.78% | — | -12.89% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.76% | +0.24% | -26.79% | |
| 22 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.72% | -0.09% | -4.76% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | -0.32% | -33.27% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | -0.03% | -42.38% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.03% | -40.60% | |
| 26 | FIW | First Trust Water ETF | ETF-Other | 0.67% | -0.09% | +1.46% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | +0.36% | -19.04% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.34% | -44.96% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | +0.14% | -26.64% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.59% | -66.68% | |
| 31 | IOO | Ishares Global 100 ETF | ETF-Other | 0.56% | -0.13% | -38.64% | |
| 32 | CGDV | Cap Group Dividend Value | ETF-Other | 0.52% | +0.45% | -26.86% | |
| 33 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.52% | -0.03% | -32.84% | |
| 34 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.50% | +0.36% | -63.25% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | +0.02% | -46.37% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.49% | +0.06% | -41.09% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.22% | -44.60% | |
| 38 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.43% | +0.08% | -48.98% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.09% | -22.83% | |
| 40 | CGGR | Cap Group Growth Equity | ETF-Other | 0.40% | +0.40% | -50.73% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.40% | +0.13% | -57.80% | |
| 42 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.39% | -0.03% | -22.79% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.39% | -0.07% | +3.60% | |
| 44 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.38% | +0.08% | -43.28% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-Other | 0.38% | +0.01% | +255.39% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.36% | +0.13% | -18.61% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.35% | +0.11% | -13.48% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-Other | 0.35% | -0.14% | -14.48% | |
| 49 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.35% | -0.06% | -15.71% | |
| 50 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.34% | +0.08% | -58.80% |
According to official SEC Form 13F filings, Ameritas Advisory Services, LLC reported a total U.S. public equity portfolio value of $5.0B across 2841 disclosed positions in Q2 2025.
During Q2 2025, Ameritas Advisory Services, LLC's top holdings by market value included IHDG (2.8%)、SPYG (2.4%)、JAAA (2.3%). The largest single position, IHDG, represented 2.8% of total portfolio value.
In Q2 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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