Ameritas Advisory Services, LLC
Top Portfolio Positions
500 positions ·
$739,632,408 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
303,411 | $77,002,677 | 10.41% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
74,676 | $43,101,493 | 5.83% | |
| NVDA |
Nvidia Corp
Technology
|
191,465 | $33,391,496 | 4.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
45,863 | $29,826,543 | 4.03% | |
| MSFT |
Microsoft Corp
Technology
|
70,611 | $26,138,073 | 3.53% | |
| AVGO |
Broadcom Inc.
Technology
|
61,772 | $19,119,051 | 2.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
66,077 | $19,001,102 | 2.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
81,148 | $16,900,693 | 2.29% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
38,356 | $14,258,843 | 1.93% | |
| OUNZ |
VanEck Merk Gold ETF
|
250,987 | $11,306,964 | 1.53% |
Portfolio Trend
Holdings in PFN
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $263,363 | 38,224 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $308,325 | 41,110 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $320,373 | 42,210 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $319,321 | 43,210 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $204,070 | 27,065 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $201,634 | 27,065 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $222,862 | 29,247 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $209,285 | 29,189 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $178,846 | 23,974 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $161,204 | 24,462 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $225,254 | 31,242 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $234,752 | 32,741 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $431,630 | 61,051 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $228,340 | 33,045 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $261,019 | 32,957 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $321,012 | 36,983 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $346,712 | 36,305 | Shares | Sole | 2022-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||