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CIK: 0001055980
Total reported value
$3.8B
$3.8B
3064 檔
9.2%
As reported in its official Q1 2024 Form 13F filing, Ameritas Investment Partners, Inc.'s tracked investment portfolio stood at $3.8B with 3064 total positions.
During Q1 2024, Ameritas Investment Partners, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 3064 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | -0.34% | -1.44% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.70% | -0.05% | -1.88% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | -0.09% | -0.79% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | -0.04% | -0.82% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | -0.16% | -6.86% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.64% | -0.09% | -10.13% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | -0.10% | -6.86% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.38% | -0.15% | -0.15% | |
| 9 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-Other | 1.22% | -0.53% | +5.84% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.18% | +0.10% | -2.30% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.17% | +0.24% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | +0.05% | -0.17% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | -0.10% | -12.12% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 0.92% | -0.08% | +2.21% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.88% | -0.07% | -7.62% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.07% | -1.88% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.05% | -2.75% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.15% | -0.80% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.56% | -0.28% | -4.13% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.56% | -0.07% | -20.97% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.56% | +0.86% | -1.26% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | -0.07% | +416.72% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.01% | -1.13% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | -0.11% | -3.06% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.05% | -2.13% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.46% | -0.02% | +1.70% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.22% | +0.89% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 0.43% | -0.05% | -1.18% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.42% | -0.07% | +9.33% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | -0.05% | -5.12% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | +0.14% | -1.13% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | +0.01% | +7.17% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | -0.03% | -20.29% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.38% | +0.07% | +15.42% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.37% | -0.01% | +2.09% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | -0.01% | -1.94% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | — | -6.55% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | +0.03% | -4.69% | |
| 39 | YLD | Principal Act Hi Yld ETF | ETF-Other | 0.34% | -0.05% | +9.04% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.10% | +13.47% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.02% | -1.93% | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.32% | -0.09% | -1.15% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.31% | -0.03% | +246.04% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.04% | -3.70% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.29% | -0.02% | -1.75% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.28% | -0.03% | +3.57% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.27% | -0.28% | EXIT | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.26% | +0.53% | -0.50% | |
| 49 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.26% | +0.02% | -8.60% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.26% | +0.01% | -4.58% |
According to official SEC Form 13F filings, Ameritas Investment Partners, Inc. reported a total U.S. public equity portfolio value of $3.8B across 3064 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 9.2% of total reported equity market value during Q1 2024.
During Q1 2024, Ameritas Investment Partners, Inc.'s top holdings by market value included MSFT (3.1%)、AAPL (2.7%)、NVDA (2.4%). The largest single position, MSFT, represented 3.1% of total portfolio value.
In Q1 2024, Ameritas Investment Partners, Inc. 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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