Ameritas-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "RCS",
  null,
  null,
  null,
  "PKST",
  null,
  "PINS",
  "NVR",
  "TRU",
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  null,
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  null,
  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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  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 • $2.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 43

Sort by:

14020W106

Shares:346.3K

Value:$12.3M

% of Portfolio:0.5% ($12.3M/$2.5B)

921908844

VIG|921908844

Shares:63.2K

Value:$12.3M

% of Portfolio:0.5% ($12.3M/$2.5B)

921946406

VYM|921946406

Shares:93.6K

Value:$12.0M

% of Portfolio:0.5% ($12.0M/$2.5B)

33733B100

Shares:118.0K

Value:$11.9M

% of Portfolio:0.5% ($11.9M/$2.5B)

82889N764

Shares:348.1K

Value:$10.2M

% of Portfolio:0.4% ($10.2M/$2.5B)

46434V456

Shares:264.5K

Value:$9.9M

% of Portfolio:0.4% ($9.9M/$2.5B)

33739Q200

Shares:196.4K

Value:$9.6M

% of Portfolio:0.4% ($9.6M/$2.5B)

09290C103

Shares:186.1K

Value:$9.5M

% of Portfolio:0.4% ($9.5M/$2.5B)

78468R663

Shares:102.1K

Value:$9.4M

% of Portfolio:0.4% ($9.4M/$2.5B)

Walmart Inc.

WMT|931142103

Shares:102.7K

Value:$9.2M

% of Portfolio:0.4% ($9.2M/$2.5B)

SPDR GOLD TRUST

GLD|78463V107

Shares:33.8K

Value:$9.2M

% of Portfolio:0.4% ($9.2M/$2.5B)

Tesla, Inc.

TSLA|88160R101

Shares:26.0K

Value:$8.8M

% of Portfolio:0.4% ($8.8M/$2.5B)

025072877

Shares:93.3K

Value:$8.7M

% of Portfolio:0.4% ($8.7M/$2.5B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:34.8K

Value:$8.4M

% of Portfolio:0.3% ($8.4M/$2.5B)

33740F805

Shares:191.9K

Value:$8.4M

% of Portfolio:0.3% ($8.4M/$2.5B)

46641Q332

Shares:145.1K

Value:$8.3M

% of Portfolio:0.3% ($8.3M/$2.5B)

74933W452

Shares:163.4K

Value:$8.2M

% of Portfolio:0.3% ($8.2M/$2.5B)

92204A504

VHT|92204A504

Shares:31.2K

Value:$8.1M

% of Portfolio:0.3% ($8.1M/$2.5B)

33740F888

Shares:326.0K

Value:$8.1M

% of Portfolio:0.3% ($8.1M/$2.5B)

33740F755

Shares:266.2K

Value:$8.0M

% of Portfolio:0.3% ($8.0M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip14020W106)✕	346.3K	QoQ +8.15% (+26.1K) YoY +92.62% (+166.5K)	All Managers (Combined)	$12.3M	0.5% ($12.3M/$2.5B)	QoQ +9.06% (+$1.0M) YoY +111.96% (+$6.5M)
(VIGcusip921908844)	63.2K	QoQ -32.81% (-30.9K) YoY -48.85% (-60.3K)	All Managers (Combined)	$12.3M	0.5% ($12.3M/$2.5B)	QoQ -33.27% (-$6.1M) YoY -44.61% (-$9.9M)
(VYMcusip921946406)	93.6K	QoQ -14.10% (-15.4K) YoY -11.11% (-11.7K)	All Managers (Combined)	$12.0M	0.5% ($12.0M/$2.5B)	QoQ -13.54% (-$1.9M) YoY -4.29% (-$539.0K)
(cusip33733B100)✕	118.0K	QoQ +27.46% (+25.4K) YoY +403.18% (+94.5K)	All Managers (Combined)	$11.9M	0.5% ($11.9M/$2.5B)	QoQ +25.85% (+$2.4M) YoY +397.56% (+$9.5M)
(cusip82889N764)✕	348.1K	QoQ -16.24% (-67.5K) YoY -17.14% (-72.0K)	All Managers (Combined)	$10.2M	0.4% ($10.2M/$2.5B)	QoQ -16.57% (-$2.0M) YoY -7.11% (-$782.3K)
(cusip46434V456)✕	264.5K	QoQ -20.88% (-69.8K) YoY -19.79% (-65.3K)	All Managers (Combined)	$9.9M	0.4% ($9.9M/$2.5B)	QoQ -20.19% (-$2.5M) YoY -21.94% (-$2.8M)
(cusip33739Q200)✕	196.4K	QoQ -4.95% (-10.2K) YoY -6.60% (-13.9K)	All Managers (Combined)	$9.6M	0.4% ($9.6M/$2.5B)	QoQ -4.30% (-$432.9K) YoY -4.74% (-$479.8K)
(cusip09290C103)✕	186.1K	QoQ -11.18% (-23.4K) YoY NEW(+186.1K)	All Managers (Combined)	$9.5M	0.4% ($9.5M/$2.5B)	QoQ -11.79% (-$1.3M) YoY NEW(+$9.5M)
(cusip78468R663)✕	102.1K	QoQ -12.77% (-15.0K) YoY +22.83% (+19.0K)	All Managers (Combined)	$9.4M	0.4% ($9.4M/$2.5B)	QoQ -12.63% (-$1.4M) YoY +22.86% (+$1.7M)
Walmart Inc.(WMTcusip931142103)	102.7K	QoQ -8.25% (-9.2K) YoY +6.26% (+6.1K)	All Managers (Combined)	$9.2M	0.4% ($9.2M/$2.5B)	QoQ -9.32% (-$943.1K) YoY +58.45% (+$3.4M)
SPDR GOLD TRUST(GLDcusip78463V107)	33.8K	QoQ -19.59% (-8.2K) YoY -11.33% (-4.3K)	All Managers (Combined)	$9.2M	0.4% ($9.2M/$2.5B)	QoQ -10.00% (-$1.0M) YoY +15.34% (-$1.2M)
Tesla, Inc.(TSLAcusip88160R101)	26.0K	QoQ -54.74% (-31.5K) YoY -57.95% (-35.9K)	All Managers (Combined)	$8.8M	0.4% ($8.8M/$2.5B)	QoQ -62.07% (-$14.4M) YoY -20.33% (-$2.2M)
(cusip025072877)✕	93.3K	QoQ +7.28% (+6.3K) YoY +47.42% (+30.0K)	All Managers (Combined)	$8.7M	0.4% ($8.7M/$2.5B)	QoQ +3.72% (+$312.9K) YoY +51.58% (+$3.0M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	34.8K	QoQ -21.86% (-9.7K) YoY -27.08% (-12.9K)	All Managers (Combined)	$8.4M	0.3% ($8.4M/$2.5B)	QoQ -20.82% (-$2.2M) YoY -9.26% (-$862.9K)
(cusip33740F805)✕	191.9K	QoQ -30.93% (-86.0K) YoY -40.85% (-132.5K)	All Managers (Combined)	$8.4M	0.3% ($8.4M/$2.5B)	QoQ -29.79% (-$3.6M) YoY -40.55% (-$5.7M)
(cusip46641Q332)✕	145.1K	QoQ -0.41% (-602) YoY +36.67% (+38.9K)	All Managers (Combined)	$8.3M	0.3% ($8.3M/$2.5B)	QoQ -0.98% (-$82.3K) YoY +36.61% (+$2.2M)
(cusip74933W452)✕	163.4K	QoQ +15.02% (+21.3K) YoY +1792.14% (+154.7K)	All Managers (Combined)	$8.2M	0.3% ($8.2M/$2.5B)	QoQ +15.35% (+$1.1M) YoY +1791.04% (+$7.7M)
(VHTcusip92204A504)	31.2K	QoQ +5.12% (+1.5K) YoY +42.86% (+9.4K)	All Managers (Combined)	$8.1M	0.3% ($8.1M/$2.5B)	QoQ +7.72% (+$581.3K) YoY +42.14% (+$2.4M)
(cusip33740F888)✕	326.0K	QoQ +3.52% (+11.1K) YoY +11.72% (+34.2K)	All Managers (Combined)	$8.1M	0.3% ($8.1M/$2.5B)	QoQ +3.89% (+$302.5K) YoY +12.54% (+$898.9K)
(cusip33740F755)✕	266.2K	QoQ +3.61% (+9.3K) YoY +81.51% (+119.6K)	All Managers (Combined)	$8.0M	0.3% ($8.0M/$2.5B)	QoQ +1.78% (+$140.1K) YoY +95.04% (+$3.9M)