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CIK: 0001901275
Total reported value
$5.0B
$5.0B
926 檔
6.0%
At the close of Q4 2025, Ameritas Advisory Services, LLC disclosed equity holdings valued at approximately $5.0B, spread across 926 reported holdings.
In Q4 2025, Ameritas Advisory Services, LLC displayed an active expansion posture, initiating 16 new positions and adding to 136 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 926 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.11% | -0.48% | +41.81% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.26% | -1.67% | EXIT | |
| 3 | IHDG | Wisdomtree International Hed | ETF-Other | 2.04% | -0.34% | +101714.30% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.87% | +0.27% | +153.11% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.76% | +0.21% | +287.10% | |
| 6 | FDRR | Fidelity Div ETF Rise Rates | ETF-Other | 1.69% | -0.21% | +70725.57% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.65% | -0.32% | +58.24% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.64% | +0.23% | +57.33% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.59% | -37.34% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.33% | +0.01% | +136.21% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | -0.03% | +52.32% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.25% | +0.15% | +645.11% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | -0.26% | +30.65% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.21% | -0.31% | +4022.48% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | +0.34% | +16.92% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.07% | +0.33% | +220.84% | |
| 17 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 1.03% | +0.06% | +2516.06% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 1.00% | -0.14% | +834.50% | |
| 19 | VOX | Vanguard Communication Servi | ETF-Other | 0.93% | -0.04% | +5825.85% | |
| 20 | VDE | Vanguard Energy ETF | ETF-Other | 0.92% | -0.37% | +5416.78% | |
| 21 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.91% | -0.11% | +3067.21% | |
| 22 | VFH | Vanguard Financials ETF | ETF-Other | 0.87% | -0.10% | +5104.10% | |
| 23 | VIS | Vanguard Industrials ETF | ETF-Other | 0.87% | -0.13% | +4759.95% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.85% | -0.52% | +1269.65% | |
| 25 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.85% | +0.36% | +750.95% | |
| 26 | VPU | Vanguard Utilities ETF | ETF-Other | 0.84% | -0.21% | +1819.76% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.84% | +0.01% | +9.79% | |
| 28 | VAW | Vanguard Materials ETF | ETF-Other | 0.83% | -0.21% | +7904.50% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.80% | +0.09% | +10.09% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | -0.20% | +129.85% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | -0.40% | +241.45% | |
| 32 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.78% | -0.18% | +2573.95% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | +0.22% | -6.95% | |
| 34 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.73% | -0.16% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | +0.02% | -2.16% | |
| 36 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.70% | -0.02% | +431.26% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | +0.01% | +943.81% | |
| 38 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.70% | -0.30% | +1784.24% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.03% | +2.52% | |
| 40 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.67% | +0.41% | +51.57% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | -0.02% | -18.04% | |
| 42 | PAVE | Global X US Infrastructure | ETF-Other | 0.65% | -0.13% | +1302.23% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.65% | -0.13% | +1408.62% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | +0.36% | -28.57% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | — | +226.04% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.48% | +0.47% | -25.98% | |
| 47 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.47% | -0.41% | +2956.12% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.47% | -0.03% | +28951.04% | |
| 49 | FIW | First Trust Water ETF | ETF-Other | 0.45% | -0.09% | +4103.90% | |
| 50 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.45% | +0.08% | -52.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IHDG | Wisdomtree International Hed | +2% | +101714.30% | Add |
| 2 | FDRR | Fidelity Div ETF Rise Rates | +1.7% | +70725.57% | Add |
| 3 | QUAL | Ishares Msci USA Quality Fac | +1.2% | +4022.48% | Add |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1% | +287.10% | Add |
| 5 | AGOX | Adaptive Alpha Opportunities | +1% | +2516.06% | Add |
| 6 | MTUM | Ishares Msci USA Momentum Fa | +1% | +645.11% | Add |
| 7 | VOX | Vanguard Communication Servi | +0.9% | +5825.85% | Add |
| 8 | VDE | Vanguard Energy ETF | +0.9% | +5416.78% | Add |
| 9 | VCR | Vanguard Consumer Discre ETF | +0.9% | +3067.21% | Add |
| 10 | VFH | Vanguard Financials ETF | +0.8% | +5104.10% | Add |
| 11 | VIS | Vanguard Industrials ETF | +0.8% | +4759.95% | Add |
| 12 | VHT | Vanguard Health Care ETF | +0.8% | +834.50% | Add |
| 13 | VAW | Vanguard Materials ETF | +0.8% | +7904.50% | Add |
| 14 | VPU | Vanguard Utilities ETF | +0.8% | +1819.76% | Add |
| 15 | MGK | Vanguard Mega Cap Growth ETF | +0.7% | +1269.65% | Add |
| 16 | VDC | Vanguard Consumer Staple ETF | +0.7% | +2573.95% | Add |
| 17 | PAAA | Pgim Aaa Clo ETF | +0.7% | +750.95% | Add |
| 18 | SRLN | Ss Blackstone Sr Loan ETF | +0.6% | +1784.24% | Add |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | +0.6% | +153.11% | Add |
| 20 | PAVE | Global X US Infrastructure | +0.6% | +1302.23% | Add |
| 21 | VNQ | Vanguard Real Estate ETF | +0.6% | +1408.62% | Add |
| 22 | VGT | Vanguard Info Tech ETF | +0.5% | +220.84% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.5% | +241.45% | Add |
| 24 | PULS | Pgim Ultra Short Bond ETF | +0.5% | +431.26% | Add |
| 25 | XLK | Ss Technology Select Sector | +0.5% | +943.81% | Add |
| 26 | DSI | Ishares Esg Msci Kld 400 ETF | +0.5% | +28951.04% | Add |
| 27 | MGV | Vanguard Mega Cap Value ETF | +0.4% | +2956.12% | Add |
| 28 | XLRE | Ss Real Estate Select Sector | +0.4% | +13007.37% | Add |
| 29 | FIW | First Trust Water ETF | +0.4% | +4103.90% | Add |
| 30 | BLV | Vanguard Long-term Bond ETF | +0.4% | +25734.72% | Add |
| 31 | BIV | Vanguard Intermediate-term B | +0.4% | +1452.10% | Add |
| 32 | FBND | Fidelity Total Bond ETF | +0.3% | +136.21% | Add |
| 33 | MINT | Pimco Enhanced Short Maturit | +0.3% | +1896.17% | Add |
| 34 | JPST | Jpmorgan Ultra-short Income | +0.3% | +4975.75% | Add |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.3% | +670.71% | Add |
| 36 | IDEV | Ishares Core Msci Dev Mkts | +0.3% | +2528.70% | Add |
| 37 | IEMG | Ishares Core Msci Emerging | +0.3% | +5266.47% | Add |
| 38 | IDMO | Invesco S&p International De | +0.3% | +1358.08% | Add |
| 39 | VTIP | Vanguard Short-term Tips | +0.3% | +2440.45% | Add |
| 40 | PDBC | Invesco Optimum Yield Divers | +0.3% | +39628.25% | Add |
| 41 | VB | Vanguard Small-cap ETF | +0.3% | +226.04% | Add |
| 42 | JNK | Ss Spdr Bb High Yield Bond | +0.3% | +17017.68% | Add |
| 43 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.2% | +8986.60% | Add |
| 44 | FBT | First Trust Nyse Arca Biotec | +0.2% | +12410.88% | Add |
| 45 | AVGO | Broadcom Inc | +0.2% | +129.85% | Add |
| 46 | VO | Vanguard Mid-cap ETF | +0.2% | +252.12% | Add |
| 47 | VOE | Vanguard Mid-cap Value ETF | +0.2% | +464.41% | Add |
| 48 | NUDM | Nuveen Esg Intl Devel Mrk Eq | +0.2% | +22112.29% | Add |
| 49 | SCHG | Schwab US Large-cap Growth | +0.2% | +368.49% | Add |
| 50 | UPS | United Parcel Service-cl B | +0.2% | +696.02% | Add |
According to official SEC Form 13F filings, Ameritas Advisory Services, LLC reported a total U.S. public equity portfolio value of $5.0B across 926 disclosed positions in Q4 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 AAPL, QQQ, IHDG) accounted for 6.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
STPZ
市值: $19.6M
Top Position Liquidated / Trimmed
BOXX
前期市值: $3.8M
During Q4 2025, Ameritas Advisory Services, LLC's top holdings by market value included AAPL (3.1%)、QQQ (2.3%)、IHDG (2.0%). The largest single position, AAPL, represented 3.1% of total portfolio value.
In Q4 2025, Ameritas Advisory Services, LLC made 200 total portfolio adjustments, initiating 16 new buys, adding to 136 positions, trimming 41 holdings, and fully liquidating 7 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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