HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
537,309 | -16,636 | $104,222 |
| AAPL | 537,309 | -16,636 | $104,222 |
| MICROSOFT CORP |
272,924 | -6,730 | $92,941 |
| MSFT | 272,924 | -6,730 | $92,941 |
| VANGUARD INDEX FDS (VOO) |
136,316 | -6,970 | $55,519 |
| VOO | 136,316 | -6,970 | $55,519 |
| AMAZON COM INC |
384,378 | -11,027 | $50,107 |
| AMZN | 384,378 | -11,027 | $50,107 |
| ISHARES TR (IVV) |
108,917 | +2,684 | $48,545 |
| IVV | 108,917 | +2,684 | $48,545 |
| NVIDIA CORPORATION |
109,167 | -2,701 | $46,180 |
| NVDA | 109,167 | -2,701 | $46,180 |
| VANGUARD TAX MANAGED FDS (VEA) |
997,791 | -13,410 | $46,078 |
| VEA | 997,791 | -13,410 | $46,078 |
| ISHARES TR (AGG) |
454,456 | +26,125 | $44,514 |
| AGG | 454,456 | +26,125 | $44,514 |
| ALPHABET INC |
290,957 | -15,969 | $35,197 |
| GOOG | 290,957 | -15,969 | $35,197 |
| ISHARES TR (IVW) |
470,529 | -51,758 | $33,163 |
| IVW | 470,529 | -51,758 | $33,163 |
| VANGUARD BD INDEX FDS (BND) |
391,000 | +24,000 | $28,422 |
| BND | 391,000 | +24,000 | $28,422 |
| SPDR SER TR (ONEV) |
257,031 | +8,342 | $27,901 |
| ONEV | 257,031 | +8,342 | $27,901 |
| ISHARES TR (IVE) |
169,453 | -4,383 | $27,314 |
| IVE | 169,453 | -4,383 | $27,314 |
| TESLA INC |
91,104 | -822 | $23,848 |
| TSLA | 91,104 | -822 | $23,848 |
| META PLATFORMS INC |
76,497 | +1,455 | $21,953 |
| META | 76,497 | +1,455 | $21,953 |
| ALPHABET INC |
177,461 | -690 | $21,242 |
| GOOGL | 177,461 | -690 | $21,242 |
| BROADCOM INC |
21,208 | -573 | $18,397 |
| AVGO | 21,208 | -573 | $18,397 |
| ISHARES TR (IWM) |
91,917 | +14,334 | $17,213 |
| IWM | 91,917 | +14,334 | $17,213 |
 BERKSHIRE HATHAWAY INC DEL |
$15,277 | ||
| BRK.B | 35,688 | -2,275 | $12,170 |
| BRK.A | 6 | UNCH | $3,107 |
| PEPSICO INC |
74,598 | -2,004 | $13,817 |
| PEP | 74,598 | -2,004 | $13,817 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
334,340 | +7,789 | $13,601 |
| VWO | 334,340 | +7,789 | $13,601 |
| LILLY ELI & CO |
27,730 | -2,900 | $13,005 |
| LLY | 27,730 | -2,900 | $13,005 |
| EXXON MOBIL CORP |
120,187 | -5,833 | $12,890 |
| XOM | 120,187 | -5,833 | $12,890 |
| VANGUARD INDEX FDS (VNQ) |
149,964 | +4,181 | $12,531 |
| VNQ | 149,964 | +4,181 | $12,531 |
| CISCO SYS INC |
227,480 | -9,220 | $11,770 |
| CSCO | 227,480 | -9,220 | $11,770 |
| UNITEDHEALTH GROUP INC |
23,965 | -1,586 | $11,518 |
| UNH | 23,965 | -1,586 | $11,518 |
| COSTCO WHSL CORP NEW |
20,996 | -337 | $11,304 |
| COST | 20,996 | -337 | $11,304 |
| SPDR S&P 500 ETF TR (SPY) |
25,100 | -9,000 | $11,126 |
| SPY | 25,100 | -9,000 | $11,126 |
| ADOBE SYSTEMS INCORPORATED |
22,685 | -486 | $11,093 |
| ADBE | 22,685 | -486 | $11,093 |
| NETFLIX INC |
25,159 | -1,050 | $11,082 |
| NFLX | 25,159 | -1,050 | $11,082 |
| INVESCO QQQ TR |
29,899 | +177 | $11,045 |
| QQQ | 29,899 | +177 | $11,045 |
| VISA INC |
44,196 | -4,905 | $10,496 |
| V | 44,196 | -4,905 | $10,496 |
| SPDR SER TR (SDY) |
80,570 | +2,215 | $9,876 |
| SDY | 80,570 | +2,215 | $9,876 |
| ADVANCED MICRO DEVICES INC |
84,077 | -2,216 | $9,577 |
| AMD | 84,077 | -2,216 | $9,577 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
119,584 | +6,936 | $9,451 |
| VCIT | 119,584 | +6,936 | $9,451 |
| CHEVRON CORP NEW |
58,489 | -2,852 | $9,203 |
| CVX | 58,489 | -2,852 | $9,203 |
| ISHARES TR (IJH) |
33,024 | -1,010 | $8,635 |
| IJH | 33,024 | -1,010 | $8,635 |
| HOME DEPOT INC |
27,336 | -1,784 | $8,492 |
| HD | 27,336 | -1,784 | $8,492 |
| MERCK & CO INC |
73,245 | -3,870 | $8,452 |
| MRK | 73,245 | -3,870 | $8,452 |
| VANGUARD BD INDEX FDS (BIV) |
112,049 | +8,202 | $8,429 |
| BIV | 112,049 | +8,202 | $8,429 |
| PROCTER AND GAMBLE CO |
53,872 | -1,380 | $8,175 |
| PG | 53,872 | -1,380 | $8,175 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
107,398 | +1,774 | $8,126 |
| VCSH | 107,398 | +1,774 | $8,126 |
| COCA COLA CO |
131,603 | -6,878 | $7,925 |
| KO | 131,603 | -6,878 | $7,925 |
| HONEYWELL INTL INC |
38,116 | -1,392 | $7,909 |
| HON | 38,116 | -1,392 | $7,909 |
| INTUITIVE SURGICAL INC |
22,641 | -1,087 | $7,742 |
| ISRG | 22,641 | -1,087 | $7,742 |
| COMCAST CORP NEW |
182,335 | -5,057 | $7,576 |
| CMCSA | 182,335 | -5,057 | $7,576 |
| PRINCIPAL EXCHANGE TRADED FD (YLD) |
392,866 | +392,866 | $7,211 |
| YLD | 392,866 | +392,866 | $7,211 |
| ABBVIE INC |
51,490 | +5,573 | $6,937 |
| ABBV | 51,490 | +5,573 | $6,937 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
14,045 | +2,000 | $6,726 |
| MDY | 14,045 | +2,000 | $6,726 |
| NEXTERA ENERGY INC |
89,363 | -4,888 | $6,631 |
| NEE | 89,363 | -4,888 | $6,631 |
See Full List: All Stocks Held By Ameritas Investment Partners Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ameritas Investment Partners Inc.
|
Size ($ in 1000's)
At 06/30/2023: $2,657,875 At 03/31/2023: $2,525,103 Ameritas Investment Partners Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ameritas Investment Partners Inc. 13F filings. Link to 13F filings: SEC filings |
