Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC | 467,553 | -42,206 | $90,018 |
AAPL | 467,553 | -42,206 | $90,018 |
MICROSOFT CORP | 219,081 | -17,690 | $82,383 |
MSFT | 219,081 | -17,690 | $82,383 |
VANGUARD TAX MANAGED FDS (VEA) | 1,060,092 | +20,944 | $50,778 |
VEA | 1,060,092 | +20,944 | $50,778 |
ISHARES TR (IVV) | 105,755 | +338 | $50,512 |
IVV | 105,755 | +338 | $50,512 |
AMAZON COM INC | 306,163 | -28,564 | $46,518 |
AMZN | 306,163 | -28,564 | $46,518 |
VANGUARD INDEX FDS (VOO) | 94,743 | -31,521 | $41,384 |
VOO | 94,743 | -31,521 | $41,384 |
ISHARES TR (AGG) | 411,118 | -27,028 | $40,803 |
AGG | 411,118 | -27,028 | $40,803 |
NVIDIA CORPORATION | 77,318 | -6,428 | $38,289 |
NVDA | 77,318 | -6,428 | $38,289 |
ALPHABET INC | 231,206 | -18,660 | $32,584 |
GOOG | 231,206 | -18,660 | $32,584 |
SPDR SER TR (ONEV) | 270,240 | +6,019 | $30,924 |
ONEV | 270,240 | +6,019 | $30,924 |
ISHARES TR (IVW) | 370,232 | -26,152 | $27,804 |
IVW | 370,232 | -26,152 | $27,804 |
BROADCOM INC | 24,721 | +1,950 | $27,595 |
AVGO | 24,721 | +1,950 | $27,595 |
VANGUARD BD INDEX FDS (BND) | 362,000 | -24,000 | $26,625 |
BND | 362,000 | -24,000 | $26,625 |
ISHARES TR (IVE) | 148,627 | -13,211 | $25,845 |
IVE | 148,627 | -13,211 | $25,845 |
META PLATFORMS INC | 67,659 | -1,895 | $23,949 |
META | 67,659 | -1,895 | $23,949 |
TESLA INC | 88,369 | +11,533 | $21,958 |
TSLA | 88,369 | +11,533 | $21,958 |
ISHARES TR (IWM) | 98,170 | +10,580 | $19,704 |
IWM | 98,170 | +10,580 | $19,704 |
ALPHABET INC | 137,845 | -12,904 | $19,256 |
GOOGL | 137,845 | -12,904 | $19,256 |
BERKSHIRE HATHAWAY INC DEL | $15,111 | ||
BRK.B | 33,240 | -1,867 | $11,855 |
BRK.A | 6 | UNCH | $3,256 |
ADOBE INC | 25,143 | +102 | $15,000 |
ADBE | 25,143 | +102 | $15,000 |
COSTCO WHSL CORP NEW | 22,679 | +178 | $14,970 |
COST | 22,679 | +178 | $14,970 |
PEPSICO INC | 87,561 | +3,461 | $14,871 |
PEP | 87,561 | +3,461 | $14,871 |
ELI LILLY & CO | 24,358 | -1,264 | $14,199 |
LLY | 24,358 | -1,264 | $14,199 |
VANGUARD INTL EQUITY INDEX F (VWO) | 340,062 | +6,780 | $13,977 |
VWO | 340,062 | +6,780 | $13,977 |
NETFLIX INC | 28,069 | +1,458 | $13,666 |
NFLX | 28,069 | +1,458 | $13,666 |
ISHARES TR (IJH) | 49,189 | +9,757 | $13,633 |
IJH | 49,189 | +9,757 | $13,633 |
ADVANCED MICRO DEVICES INC | 91,100 | +55 | $13,429 |
AMD | 91,100 | +55 | $13,429 |
VANGUARD INDEX FDS (VNQ) | 151,191 | -1,861 | $13,359 |
VNQ | 151,191 | -1,861 | $13,359 |
CISCO SYS INC | 241,698 | -382 | $12,211 |
CSCO | 241,698 | -382 | $12,211 |
INVESCO QQQ TR | 28,956 | -7 | $11,858 |
QQQ | 28,956 | -7 | $11,858 |
VANGUARD SCOTTSDALE FDS (VCIT) | 139,912 | +10,970 | $11,372 |
VCIT | 139,912 | +10,970 | $11,372 |
UNITEDHEALTH GROUP INC | 21,380 | -922 | $11,256 |
UNH | 21,380 | -922 | $11,256 |
EXXON MOBIL CORP | 109,613 | -4,110 | $10,959 |
XOM | 109,613 | -4,110 | $10,959 |
VISA INC | 39,066 | -1,929 | $10,171 |
V | 39,066 | -1,929 | $10,171 |
SPDR SER TR (SDY) | 81,046 | -1,177 | $10,128 |
SDY | 81,046 | -1,177 | $10,128 |
SPDR S&P 500 ETF TR (SPY) | 20,934 | +1,830 | $9,950 |
SPY | 20,934 | +1,830 | $9,950 |
ABBVIE INC | 62,196 | +5,681 | $9,639 |
ABBV | 62,196 | +5,681 | $9,639 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 18,045 | +8,000 | $9,156 |
MDY | 18,045 | +8,000 | $9,156 |
PRINCIPAL EXCHANGE TRADED FD (YLD) | 480,858 | +20,128 | $9,069 |
YLD | 480,858 | +20,128 | $9,069 |
HOME DEPOT INC | 26,004 | +578 | $9,012 |
HD | 26,004 | +578 | $9,012 |
COMCAST CORP NEW | 197,639 | -2,227 | $8,666 |
CMCSA | 197,639 | -2,227 | $8,666 |
INTEL CORP | 170,390 | +4,490 | $8,562 |
INTC | 170,390 | +4,490 | $8,562 |
PROCTER AND GAMBLE CO | 57,440 | +3,837 | $8,417 |
PG | 57,440 | +3,837 | $8,417 |
CHEVRON CORP NEW | 55,437 | -3,396 | $8,269 |
CVX | 55,437 | -3,396 | $8,269 |
HONEYWELL INTL INC | 39,202 | -1,308 | $8,221 |
HON | 39,202 | -1,308 | $8,221 |
QUALCOMM INC | 56,720 | -37 | $8,203 |
QCOM | 56,720 | -37 | $8,203 |
VANGUARD BD INDEX FDS (BIV) | 105,765 | -17,580 | $8,078 |
BIV | 105,765 | -17,580 | $8,078 |
INTUITIVE SURGICAL INC | 23,838 | -21 | $8,042 |
ISRG | 23,838 | -21 | $8,042 |
MERCK & CO INC | 65,204 | -2,867 | $7,109 |
MRK | 65,204 | -2,867 | $7,109 |
INTUIT | 11,258 | +272 | $7,037 |
INTU | 11,258 | +272 | $7,037 |
See Full List: All Stocks Held By Ameritas Investment Partners Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Ameritas Investment Partners Inc.
Size ($ in 1000's)
At 12/31/2023: $2,733,434 At 09/30/2023: $2,500,544 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 |