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CIK: 0001901275
Total reported value
$5.0B
$5.0B
2104 檔
4.6%
As reported in its official Q3 2025 Form 13F filing, Ameritas Advisory Services, LLC's tracked investment portfolio stood at $5.0B with 2104 total positions.
In Q3 2025, Ameritas Advisory Services, LLC adopted a defensive or profit-taking posture, trimming 149 positions and completely liquidating 11 holdings to manage risk exposure.
Showing top 200 holdings (of 2104 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.00% | -1.67% | EXIT | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.74% | +0.59% | +362.31% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.60% | -0.48% | +174.08% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.81% | +0.23% | -37.71% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.26% | +74.55% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | -0.32% | +84.63% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | +0.34% | +85.86% | |
| 8 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.65% | +0.08% | +266.66% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | -0.03% | +43.86% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.38% | +0.22% | +122.11% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.38% | -0.02% | +156.18% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.38% | +0.36% | +54.97% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.32% | +0.01% | -38.44% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.30% | +0.27% | -54.56% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | +0.02% | +101.03% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.27% | +0.09% | -39.07% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.03% | +29.28% | |
| 18 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.10% | +0.47% | +177.90% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.10% | -0.08% | +277.47% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.99% | +0.01% | -61.45% | |
| 21 | IQLT | Ishares Msci International Q | ETF-Other | 0.89% | +0.18% | +129.70% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.87% | +0.14% | +1.68% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.83% | +0.08% | +62.95% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-Other | 0.79% | +0.40% | +43.95% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.78% | +0.21% | -75.89% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.13% | +40.54% | |
| 27 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.77% | +0.41% | +310.22% | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.69% | -0.04% | +119.97% | |
| 29 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.65% | -0.06% | +29.31% | |
| 30 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.63% | -0.26% | EXIT | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | +0.24% | -40.96% | |
| 32 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.62% | -0.05% | +104.32% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.61% | +0.11% | +45.68% | |
| 34 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.61% | +0.16% | +376.68% | |
| 35 | IOO | Ishares Global 100 ETF | ETF-Other | 0.59% | -0.13% | -23.72% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | +0.04% | +64.39% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | -0.20% | +56.68% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.58% | +0.33% | +58.85% | |
| 39 | QGRO | American Century US Quality | ETF-Other | 0.55% | +0.07% | +111.80% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.12% | +32.55% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.53% | +0.20% | +13.07% | |
| 42 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.52% | -0.01% | +302.91% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.12% | +115.89% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.06% | +21.71% | |
| 45 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.50% | -0.03% | +79.46% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.50% | +0.13% | +0.36% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.05% | +24.81% | |
| 48 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.49% | +0.08% | -13.69% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | +0.12% | +122.04% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.09% | -32.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.4% | +362.31% | Add |
| 2 | AAPL | Apple Inc | +1.9% | +174.08% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +1.7% | +42.41% | Trim |
| 4 | JQUA | Jpmorgan US Quality Factor | +1% | +266.66% | Add |
| 5 | TSLA | Tesla Inc | +1% | +156.18% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +1% | +84.63% | Add |
| 7 | MSFT | Microsoft CORP | +0.8% | +74.55% | Trim |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | +85.86% | Add |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.8% | +122.11% | Add |
| 10 | NVDA | Nvidia CORP | +0.8% | +43.86% | Trim |
| 11 | VTV | Vanguard Value ETF | +0.8% | +54.97% | Add |
| 12 | RECS | Columbia Resear Enh Cor ETF | +0.7% | +310.22% | Add |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | +277.47% | Add |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.7% | +177.90% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +101.03% | Add |
| 16 | PLTR | Palantir Technologies Inc-a | +0.5% | +45.68% | Add |
| 17 | IQLT | Ishares Msci International Q | +0.5% | +129.70% | Add |
| 18 | OUNZ | Vaneck Merk Gold ETF | +0.4% | +29.31% | Add |
| 19 | PHYS | Sprott Physical Gold Trust | +0.4% | +104.32% | Add |
| 20 | AVGO | Broadcom Inc | +0.4% | +56.68% | Add |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | +0.4% | +119.97% | Add |
| 22 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | +13.07% | Add |
| 23 | VGT | Vanguard Info Tech ETF | +0.3% | +58.85% | Trim |
| 24 | SHW | Sherwin-williams Co/the | +0.3% | +1715.04% | Add |
| 25 | DGRO | Ishares Core Dividend Growth | +0.3% | +435.62% | Add |
| 26 | MDY | State Street Spdr S&p Midcap | +0.3% | +184.36% | Add |
| 27 | IAU | Ishares Gold Trust | +0.3% | +42.34% | Add |
| 28 | JMUB | Jpmorgan Municipal ETF | +0.3% | +302.91% | Add |
| 29 | AMZN | Amazon.com Inc | +0.3% | +29.28% | Trim |
| 30 | TFLO | Ishares Treasury Floating Ra | +0.2% | +50.48% | Add |
| 31 | CGGR | Cap Group Growth Equity | +0.2% | +43.95% | Trim |
| 32 | IJR | Ishares Core S&p Small-cap E | +0.2% | +1.68% | Trim |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +88.36% | Add |
| 34 | PPG | Ppg Industries Inc | +0.2% | +1584.90% | Add |
| 35 | DFAI | Dimensional International Co | +0.2% | +147.42% | Add |
| 36 | AMD | Advanced Micro Devices | +0.2% | -24.09% | Add |
| 37 | RQI | Cohen & Steers Qual Inc Rlty | +0.1% | +823.81% | Add |
| 38 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +40.54% | Trim |
| 39 | HEQT | Simplify Hedged Equity ETF | +0.1% | +79.46% | Trim |
| 40 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +64.39% | Trim |
| 41 | GLD | Spdr Gold Shares | 0% | -32.71% | Trim |
| 42 | V | Visa Inc-class A Shares | 0% | -5.11% | Trim |
| 43 | SDY | Ss Spdr S&p Dividend ETF | 0% | +47.18% | Trim |
| 44 | CAT | Caterpillar Inc | 0% | -3.76% | Trim |
| 45 | FTQI | First Trust Nasdaq Buywrite | 0% | -34.45% | Trim |
| 46 | VO | Vanguard Mid-cap ETF | — | -34.26% | Trim |
| 47 | COST | Costco Wholesale CORP | — | -8.01% | Trim |
| 48 | VXF | Vanguard Extended Market ETF | — | -6.18% | Trim |
| 49 | XOM | Exxon Mobil CORP | 0% | -10.79% | Trim |
| 50 | CGDG | Cap Group Dividend Growers | 0% | -33.09% | Trim |
According to official SEC Form 13F filings, Ameritas Advisory Services, LLC reported a total U.S. public equity portfolio value of $5.0B across 2104 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, IVV, AAPL) accounted for 4.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
GLDM
市值: $9.7M
Top Position Liquidated / Trimmed
STPZ
前期市值: $26.3M
During Q3 2025, Ameritas Advisory Services, LLC's top holdings by market value included QQQ (4.0%)、IVV (3.7%)、AAPL (3.6%). The largest single position, QQQ, represented 4.0% of total portfolio value.
In Q3 2025, Ameritas Advisory Services, LLC made 200 total portfolio adjustments, initiating 10 new buys, adding to 30 positions, trimming 149 holdings, and fully liquidating 11 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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