HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
455,778 | -72,165 | $75,276 |
| AAPL | 455,778 | -72,165 | $75,276 |
| SCHWAB STRATEGIC TR |
754,167 | -46,018 | $55,253 |
| SCHD | 754,167 | -46,018 | $55,253 |
| VANGUARD INDEX FDS (VTV) |
344,894 | +40,503 | $48,336 |
| VTV | 344,894 | +40,503 | $48,336 |
| INVESCO QQQ TR |
148,622 | -54,415 | $47,496 |
| QQQ | 148,622 | -54,415 | $47,496 |
| PIMCO ETF TR (STPZ) |
763,365 | +107,032 | $38,932 |
| STPZ | 763,365 | +107,032 | $38,932 |
| WISDOMTREE TR |
885,812 | +85,303 | $35,716 |
| IHDG | 885,812 | +85,303 | $35,716 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
543,952 | -10,769 | $32,604 |
| VGIT | 543,952 | -10,769 | $32,604 |
| ISHARES TR (MTUM) |
217,341 | -10,503 | $31,043 |
| MTUM | 217,341 | -10,503 | $31,043 |
| SPDR SER TR (SPYG) |
530,802 | -51,982 | $29,583 |
| SPYG | 530,802 | -51,982 | $29,583 |
| ISHARES TR (IJH) |
114,899 | -13,059 | $28,656 |
| IJH | 114,899 | -13,059 | $28,656 |
| VANGUARD BD INDEX FDS (BSV) |
342,598 | -400,810 | $26,195 |
| BSV | 342,598 | -400,810 | $26,195 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
164,649 | -24,623 | $25,691 |
| VIG | 164,649 | -24,623 | $25,691 |
| STARBOARD INVT TR |
1,116,272 | +5,059 | $24,234 |
| AGOX | 1,116,272 | +5,059 | $24,234 |
| FIDELITY COVINGTON TRUST |
559,533 | +141,463 | $22,968 |
| FDRR | 559,533 | +141,463 | $22,968 |
| INVESCO ACTIVELY MANAGED ETF (GSY) |
459,739 | -5,766 | $22,817 |
| GSY | 459,739 | -5,766 | $22,817 |
| ISHARES TR (QUAL) |
180,787 | -9,784 | $22,606 |
| QUAL | 180,787 | -9,784 | $22,606 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
447,528 | +118,573 | $22,511 |
| JPST | 447,528 | +118,573 | $22,511 |
| SPDR S&P 500 ETF TR (SPY) |
51,623 | -20,099 | $21,174 |
| SPY | 51,623 | -20,099 | $21,174 |
| SSGA ACTIVE ETF TR (SRLN) |
508,278 | +126,867 | $21,118 |
| SRLN | 508,278 | +126,867 | $21,118 |
| VANGUARD INDEX FDS (VUG) |
76,253 | +38,505 | $18,946 |
| VUG | 76,253 | +38,505 | $18,946 |
| MICROSOFT CORP |
62,897 | -28,876 | $17,955 |
| MSFT | 62,897 | -28,876 | $17,955 |
| ISHARES TR (IVW) |
274,263 | -63,274 | $17,581 |
| IVW | 274,263 | -63,274 | $17,581 |
 BERKSHIRE HATHAWAY INC DEL |
$15,828 | ||
| BRK.B | 43,646 | -7,076 | $13,868 |
| BRK.A | 4 | UNCH | $1,960 |
| VANGUARD WHITEHALL FDS (VYM) |
143,803 | -26,329 | $15,355 |
| VYM | 143,803 | -26,329 | $15,355 |
| TESLA INC |
74,028 | +16,816 | $14,419 |
| TSLA | 74,028 | +16,816 | $14,419 |
| ISHARES TR (IJR) |
138,161 | -56,601 | $13,269 |
| IJR | 138,161 | -56,601 | $13,269 |
| SELECT SECTOR SPDR TR (XLK) |
88,825 | -9,656 | $13,105 |
| XLK | 88,825 | -9,656 | $13,105 |
| NUSHARES ETF TR (NUSC) |
367,939 | +5,697 | $13,001 |
| NUSC | 367,939 | +5,697 | $13,001 |
| FIDELITY COVINGTON TRUST |
270,184 | -21,114 | $12,959 |
| FDLO | 270,184 | -21,114 | $12,959 |
| ISHARES TR (IWF) |
49,919 | -19,765 | $12,195 |
| IWF | 49,919 | -19,765 | $12,195 |
| AMAZON COM INC |
114,641 | -18,273 | $11,960 |
| AMZN | 114,641 | -18,273 | $11,960 |
| SELECT SECTOR SPDR TR (XLE) |
141,598 | -10,743 | $11,870 |
| XLE | 141,598 | -10,743 | $11,870 |
| VANGUARD INDEX FDS (VO) |
54,673 | -4,786 | $11,517 |
| VO | 54,673 | -4,786 | $11,517 |
| UNITED PARCEL SERVICE INC |
58,712 | -1,013 | $11,492 |
| UPS | 58,712 | -1,013 | $11,492 |
| FIDELITY MERRIMACK STR TR |
242,119 | -14,713 | $11,173 |
| FBND | 242,119 | -14,713 | $11,173 |
| FIRST TR EXCHANGE TRADED FD (LMBS) |
226,668 | -30,624 | $10,851 |
| LMBS | 226,668 | -30,624 | $10,851 |
| ISHARES TR (DSI) |
137,507 | -4,159 | $10,672 |
| DSI | 137,507 | -4,159 | $10,672 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
264,609 | -72,982 | $10,663 |
| FVD | 264,609 | -72,982 | $10,663 |
| SELECT SECTOR SPDR TR (XLRE) |
286,547 | +36,160 | $10,626 |
| XLRE | 286,547 | +36,160 | $10,626 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
174,883 | +64,165 | $10,426 |
| FTSM | 174,883 | +64,165 | $10,426 |
| COLUMBIA ETF TR I (DIAL) |
583,519 | -563,884 | $10,381 |
| DIAL | 583,519 | -563,884 | $10,381 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
29,862 | -22,920 | $9,993 |
| DIA | 29,862 | -22,920 | $9,993 |
| SPDR SER TR (BIL) |
104,478 | -18,404 | $9,593 |
| BIL | 104,478 | -18,404 | $9,593 |
| VANGUARD INDEX FDS (VTI) |
45,963 | -19,093 | $9,400 |
| VTI | 45,963 | -19,093 | $9,400 |
| ISHARES TR (IUSV) |
117,189 | -27,454 | $8,666 |
| IUSV | 117,189 | -27,454 | $8,666 |
| ISHARES TR (IVV) |
20,531 | -45,387 | $8,471 |
| IVV | 20,531 | -45,387 | $8,471 |
| NUSHARES ETF TR (NULV) |
233,206 | +14,823 | $8,029 |
| NULV | 233,206 | +14,823 | $8,029 |
| ISHARES TR (QLTA) |
167,158 | -10,911 | $7,995 |
| QLTA | 167,158 | -10,911 | $7,995 |
| PROCTER AND GAMBLE CO |
49,365 | -16,698 | $7,589 |
| PG | 49,365 | -16,698 | $7,589 |
| SCHWAB STRATEGIC TR |
109,846 | -60,312 | $7,449 |
| SCHM | 109,846 | -60,312 | $7,449 |
See Full List: All Stocks Held By Ameritas Advisory Services LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ameritas Advisory Services LLC
|
Size ($ in 1000's)
At 03/31/2023: $1,992,609 At 12/31/2022: $2,154,614 Ameritas Advisory Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ameritas Advisory Services LLC 13F filings. Link to 13F filings: SEC filings |
