Ameritas-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "RCS",
  null,
  null,
  null,
  "PKST",
  null,
  "PINS",
  "NVR",
  "TRU",
  "GDX",
  "IAG",
  null,
  "OSK",
  "TROW",
  "NLY",
  null,
  null,
  null,
  "PCG",
  null,
  null,
  "FNDF",
  null,
  "MPLX",
  "ACN",
  null,
  null,
  "MMM",
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  "ABT",
  null,
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  null,
  "ADBE",
  "APD",
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  "VCIT",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 858
Total Value: 2476222361
Accession Number: 0001901275-25-000005
Form Type: 13F-HR
CIK: ameritas-advisory-services
Manager Name: Ameritas-Advisory-Services

Data Enrichment

53% identified

451 identified407 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

858 positions • $2,476,222.361K total value

858 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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464287499

IWR|464287499

Shares:12.1K

Value:$1.1M

316092865

Shares:21.4K

Value:$1.1M

NOVARTIS AG

NVS|66987V109

Shares:9.8K

Value:$1.1M

33740F714

Shares:24.3K

Value:$1.0M

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:13.7K

Value:$1.0M

33739E108

Shares:59.3K

Value:$1.0M

UNION PACIFIC CORP

UNP|907818108

Shares:4.5K

Value:$1.0M

33740F623

Shares:22.9K

Value:$1.0M

46435G672

Shares:20.7K

Value:$1.0M

464288802

Shares:8.8K

Value:$1.0M

Zoom Communications, Inc.

ZM|98980L101

Shares:13.7K

Value:$1.0M

92206C680

VONG|92206C680

Shares:10.0K

Value:$1.0M

092528504

Shares:19.5K

Value:$1.0M

JACOBS SOLUTIONS INC.

J|46982L108

Shares:8.0K

Value:$989.3K

AMERICAN EXPRESS CO

AXP|025816109

Shares:3.5K

Value:$988.5K

464287473

IWS|464287473

Shares:7.7K

Value:$987.4K

78463X855

Shares:15.9K

Value:$982.6K

KINDER MORGAN, INC.

KMI|49456B101

Shares:34.8K

Value:$982.2K

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:3.7K

Value:$980.8K

82889N525

Shares:19.6K

Value:$972.7K

Instrument	Shares		Other Manager	Value
(IWRcusip464287499)	12.1K	QoQ -2.18% (-269) YoY -0.30% (-37)	All Managers (Combined)	$1.1M	QoQ -2.59% (-$28.2K) YoY +8.82% (-$86.1K)
(cusip316092865)✕	21.4K	QoQ +5.96% (+1.2K) YoY +225.49% (+14.8K)	All Managers (Combined)	$1.1M	QoQ +7.35% (+$72.5K) YoY +266.80% (+$769.9K)
NOVARTIS AG(NVScusip66987V109)	9.8K	QoQ -3.13% (-318) YoY -14.65% (-1.7K)	All Managers (Combined)	$1.1M	QoQ +6.36% (-$62.9K) YoY -5.94% (-$66.5K)
(cusip33740F714)✕	24.3K	QoQ +0.08% (-20) YoY +23.93% (+4.7K)	All Managers (Combined)	$1.0M	QoQ -0.30% (-$3.2K) YoY +34.01% (+$266.3K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	13.7K	QoQ +269.58% (+10.0K) YoY +161.21% (+8.5K)	All Managers (Combined)	$1.0M	QoQ +248.21% (+$745.7K) YoY +184.73% (+$678.7K)
(cusip33739E108)✕	59.3K	QoQ +0.71% (+420) YoY -25.25% (-20.0K)	All Managers (Combined)	$1.0M	QoQ +0.41% (+$4.3K) YoY -23.35% (-$318.7K)
UNION PACIFIC CORP(UNPcusip907818108)	4.5K	QoQ +2.13% (+94) YoY -4.30% (-202)	All Managers (Combined)	$1.0M	QoQ +3.34% (+$33.6K) YoY -7.95% (-$89.6K)
(cusip33740F623)✕	22.9K	QoQ +12.46% (+2.5K) YoY -20.33% (-5.8K)	All Managers (Combined)	$1.0M	QoQ +10.49% (+$98.1K) YoY -13.94% (-$167.5K)
(cusip46435G672)✕	20.7K	QoQ -11.30% (-2.6K) YoY -7.65% (-1.7K)	All Managers (Combined)	$1.0M	QoQ -11.21% (-$130.4K) YoY -7.47% (-$83.4K)
(cusip464288802)✕	8.8K	QoQ +0.13% (-12) YoY +8.70% (+705)	All Managers (Combined)	$1.0M	QoQ -5.39% (-$57.7K) YoY +14.38% (+$127.2K)
Zoom Communications, Inc.(ZMcusip98980L101)	13.7K	QoQ -9.28% (-1.4K) YoY +9.09% (+1.1K)	All Managers (Combined)	$1.0M	QoQ -17.90% (-$220.5K) YoY +23.39% (+$191.8K)
(VONGcusip92206C680)	10.0K	QoQ -52.71% (-11.1K) YoY -34.02% (-5.1K)	All Managers (Combined)	$1.0M	QoQ -53.68% (-$1.2M) YoY -21.35% (-$273.8K)
(cusip092528504)✕	19.5K	QoQ -29.22% (-8.0K) YoY NEW(+19.5K)	All Managers (Combined)	$1.0M	QoQ -29.22% (-$416.2K) YoY NEW(+$1.0M)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	8.0K	QoQ +1.47% (-117) YoY +6.70% (-505)	All Managers (Combined)	$989.3K	QoQ -6.48% (-$68.7K) YoY -13.55% (-$155.1K)
AMERICAN EXPRESS CO(AXPcusip025816109)	3.5K	QoQ -42.28% (-2.6K) YoY -65.80% (-6.7K)	All Managers (Combined)	$988.5K	QoQ -45.02% (-$809.8K) YoY -58.29% (-$1.4M)
(IWScusip464287473)	7.7K	QoQ -33.97% (-4.0K) YoY -30.61% (-3.4K)	All Managers (Combined)	$987.4K	QoQ -34.94% (-$530.5K) YoY -28.35% (-$390.7K)
(cusip78463X855)✕	15.9K	QoQ +5.22% (+788) YoY +4.27% (+650)	All Managers (Combined)	$982.6K	QoQ +10.16% (+$90.7K) YoY +19.26% (+$158.7K)
KINDER MORGAN, INC.(KMIcusip49456B101)	34.8K	QoQ +0.12% (+42) YoY -6.78% (-2.5K)	All Managers (Combined)	$982.2K	QoQ +3.21% (+$30.6K) YoY +43.25% (-$296.6K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	3.7K	QoQ -28.07% (-1.5K) YoY -20.44% (-959)	All Managers (Combined)	$980.8K	QoQ -33.83% (-$501.6K) YoY -25.35% (-$333.2K)
(cusip82889N525)✕	19.6K	QoQ -50.53% (-20.0K) YoY -29.83% (-8.3K)	All Managers (Combined)	$972.7K	QoQ -50.53% (-$993.8K) YoY -30.32% (-$423.4K)