Ameritas Advisory Services, LLC
Top Portfolio Positions
501 positions ·
$759,137,285 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
303,411 | $77,002,677 | 10.14% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
74,676 | $43,101,493 | 5.68% | |
| NVDA |
Nvidia Corp
Technology
|
191,465 | $33,391,496 | 4.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
45,863 | $29,826,543 | 3.93% | |
| MSFT |
Microsoft Corp
Technology
|
70,611 | $26,138,073 | 3.44% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
40,703 | $19,504,877 | 2.57% | |
| AVGO |
Broadcom Inc.
Technology
|
61,772 | $19,119,051 | 2.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
66,077 | $19,001,102 | 2.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
81,148 | $16,900,693 | 2.23% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
38,356 | $14,258,843 | 1.88% |
Portfolio Trend
18 quarters · across all stocks
Holdings in AVK
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $371,025 | 33,246 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $416,904 | 33,246 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $487,414 | 38,109 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $461,499 | 38,109 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $383,983 | 33,303 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $391,976 | 33,303 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $405,969 | 34,580 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $288,911 | 24,892 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $314,102 | 27,017 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $144,427 | 13,034 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $258,460 | 25,304 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $297,667 | 26,084 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $322,228 | 28,627 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $592,132 | 55,791 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $306,975 | 29,658 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $356,642 | 30,396 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $652,429 | 42,787 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $738,220 | 41,070 | Shares | Sole | 2022-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||