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Ameritas Investment Partners, Inc.

Q2 2025 · Filed 2025-08-12
Market Value
$3.1B
+9.1%
Holdings
3,251
+202
New Purchases
251
Added To
620
Closed
171
Reduced
814
Top 10 Concentration
21.6%
Turnover
13.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 3.72% 2.80% +0.92% $116M
MSFT 3.58% 2.96% +0.62% $112M
AVGO 1.81% 1.20% +0.61% $56M
QQQ 0.97% 0.64% +0.32% $30M
NFLX 1.10% 0.85% +0.25% $34M
META 1.27% 1.10% +0.17% $40M
SHOP 0.15% 0.00% +0.15% $5M
AMZN 2.22% 2.08% +0.14% $69M
PLTR 0.41% 0.28% +0.14% $13M
IWM 0.60% 0.47% +0.13% $19M
OKTA 0.10% 0.00% +0.10% $3M
IVV 2.26% 2.16% +0.09% $70M
AMD 0.44% 0.34% +0.09% $14M
TSLA 0.81% 0.72% +0.09% $25M
APG 0.08% 0.00% +0.08% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.96% 3.52% -0.56% $92M
AGG 1.10% 1.26% -0.16% $34M
VOO 1.20% 1.35% -0.15% $37M
UNH 0.17% 0.32% -0.14% $5M
BND 0.70% 0.81% -0.11% $22M
LLY 0.49% 0.58% -0.09% $15M
IVE 0.63% 0.71% -0.08% $20M
TGT 0.06% 0.14% -0.08% $2M
ABBV 0.31% 0.39% -0.08% $10M
BERY 0.00% 0.07% -0.07% $0
XOM 0.34% 0.42% -0.07% $11M
TMUS 0.32% 0.39% -0.07% $10M
BRK-B 0.46% 0.53% -0.07% $14M
X 0.00% 0.07% -0.07% $0
CVX 0.24% 0.30% -0.06% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 69 $1.2B 37.3%
Large Cap 727 $1.2B 38.1%
Mid Cap 895 $585M 18.8%
Small Cap 1,092 $168M 5.4%
Micro Cap 468 $13M 0.4%

Portfolio Analytics

Avg Market Cap
$29.3B
Median Market Cap
$2.2B
Avg P/E
33.2
Median P/E
20.3
Avg Dividend Yield
0.02%
Avg Beta
1.06
# Stocks
2,921
# ETFs / Funds
330

Top Holdings (3,251 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.72% 734,123 $116M $157.97 $36M -3,256 -0.4%
2 MSFT 3.58% 224,473 $112M $497.38 $27M -767 -0.3%
3 AAPL 2.96% 450,235 $92M $205.16 -$8M -3,293 -0.7%
4 IVV 2.26% 113,435 $70M $620.89 $9M +3,333 +3.0%
5 AMZN 2.22% 314,975 $69M $219.39 $10M +3,109 +1.0%
6 AVGO 1.81% 204,774 $56M $275.65 $22M +457 +0.2%
7 ONEV 1.34% 323,482 $42M $129.10 $2M +11,547 +3.7%
8 META 1.27% 53,686 $40M $738.08 $8M -748 -1.4%
9 GOOG 1.22% 213,840 $38M $177.38 $5M +2,058 +1.0%
10 VOO 1.20% 65,754 $37M $568.03 -$1M -9,487 -12.6%
11 VEA 1.20% 653,886 $37M $57.01 $1M -53,423 -7.5%
12 NFLX 1.10% 25,632 $34M $1,339.01 $10M -421 -1.6%
13 AGG 1.10% 345,872 $34M $99.20 -$2M -17,514 -4.8%
14 QQQ 0.97% 54,753 $30M $551.64 $12M +15,474 +39.4%
15 TSLA 0.81% 79,425 $25M $317.66 $5M -241 -0.3%
16 IVW 0.79% 224,702 $25M $110.10 $434K -37,127 -14.2%
17 GOOGL 0.78% 137,335 $24M $176.23 $3M -1,078 -0.8%
18 COST 0.76% 24,018 $24M $989.86 $1M -38 -0.2%
19 BND 0.70% 297,628 $22M $73.63 -$1M -17,372 -5.5%
20 IVE 0.63% 100,530 $20M $195.42 -$657K -6,000 -5.6%
21 IWM 0.60% 86,880 $19M $215.79 $5M +18,902 +27.8%
22 VCIT 0.58% 217,579 $18M $82.92 $957K +8,614 +4.1%
23 SPY 0.56% 28,122 $17M $617.85 -$34K -3,000 -9.6%
24 CSCO 0.54% 241,790 $17M $69.37 $2M -164 -0.1%
25 LLY 0.49% 19,723 $15M $779.38 -$1M -475 -2.4%
26 YLD 0.48% 774,224 $15M $19.37 $948K +36,748 +5.0%
27 BRK-B 0.46% 29,761 $14M $485.71 -$769K +1,176 +4.1%
28 AMD 0.44% 96,033 $14M $141.90 $4M +72 +0.1%
29 PLTR 0.41% 94,508 $13M $136.32 $5M +1,167 +1.2%
30 VNQ 0.41% 142,740 $13M $89.06 -$414K -2,234 -1.5%
31 ISRG 0.40% 23,214 $13M $543.41 $1M +48 +0.2%
32 IJH 0.40% 202,831 $13M $62.02 $62K -11,698 -5.5%
33 V 0.39% 33,967 $12M $354.97 -$386K -1,538 -4.3%
34 PEP 0.38% 89,726 $12M $132.03 -$591K +6,777 +8.2%
35 QCOM 0.37% 73,391 $12M $159.25 $725K +2,024 +2.8%
36 MDY 0.36% 20,045 $11M $566.48 $1M +690 +3.6%
37 XOM 0.34% 98,717 $11M $107.79 -$1M -1,053 -1.1%
38 VWO 0.34% 214,306 $11M $49.46 $818K -1,808 -0.8%
39 FPE 0.33% 584,542 $10M $17.80 $661K +30,591 +5.5%
40 BIV 0.33% 133,908 $10M $77.34 $472K +4,811 +3.7%
41 WTV 0.33% 119,664 $10M $86.40 $1M +7,929 +7.1%
42 HEFA 0.33% 269,400 $10M $37.96 $860K +11,294 +4.4%
43 LIN 0.33% 21,793 $10M $469.17 $826K +1,609 +8.0%
44 TMUS 0.32% 41,697 $10M $238.26 -$1M -243 -0.6%
45 ABBV 0.31% 52,824 $10M $185.60 -$1M -451 -0.8%
46 JAAA 0.31% 190,731 $10M $50.75 $532K +10,344 +5.7%
47 HON 0.31% 41,127 $10M $232.88 $825K -207 -0.5%
48 ADBE 0.30% 24,374 $9M $386.86 -$91K -450 -1.8%
49 IBM 0.30% 31,765 $9M $294.72 $1M -23 -0.1%
50 INTU 0.30% 11,797 $9M $787.65 $2M -47 -0.4%
51 HD 0.29% 24,237 $9M $366.63 $589K +1,599 +7.1%
52 PG 0.28% 54,898 $9M $159.31 -$258K +2,066 +3.9%
53 LMBS 0.27% 172,059 $8M $49.26 $58K +824 +0.5%
54 JPM 0.27% 29,173 $8M $289.91 $1M -635 -2.1%
55 TXN 0.27% 39,863 $8M $207.62 $1M +859 +2.2%
56 BKNG 0.26% 1,379 $8M $5,789.24 $2M -16 -1.1%
57 IBND 0.25% 234,433 $8M $32.59 $941K +7,270 +3.2%
58 CASY 0.24% 14,876 $8M $510.16 $1M -186 -1.2%
59 CVX 0.24% 52,359 $7M $143.16 -$1M +253 +0.5%
60 FTNT 0.23% 68,849 $7M $105.71 $696K +474 +0.7%
61 SPGI 0.22% 13,296 $7M $527.18 $260K +14 +0.1%
62 MS 0.22% 49,736 $7M $140.83 $1M +446 +0.9%
63 ADP 0.22% 21,877 $7M $308.37 $108K +151 +0.7%
64 ADI 0.22% 28,305 $7M $238.01 $1M +2,282 +8.8%
65 NEE 0.22% 96,707 $7M $69.42 -$66K +1,074 +1.1%
66 VRTX 0.21% 14,909 $7M $445.19 -$1M -1,110 -6.9%
67 AMGN 0.21% 23,656 $7M $279.21 -$766K -4 -0.0%
68 IGE 0.20% 143,714 $6M $44.25 -$23K +3,349 +2.4%
69 AMAT 0.20% 34,088 $6M $183.07 $1M -379 -1.1%
70 CSL 0.20% 16,590 $6M $373.39 $422K -362 -2.1%
71 ABT 0.20% 45,495 $6M $135.99 -$368K -3,919 -7.9%
72 VCSH 0.20% 77,764 $6M $79.50 $58K +178 +0.2%
73 WFC 0.20% 76,874 $6M $80.10 $608K -438 -0.6%
74 MAR 0.19% 22,225 $6M $273.20 $759K -78 -0.3%
75 BAC 0.19% 128,077 $6M $47.31 $698K -387 -0.3%
76 PYPL 0.19% 81,064 $6M $74.31 $718K -260 -0.3%
77 GILD 0.19% 52,510 $6M $110.87 -$77K -132 -0.2%
78 PANW 0.19% 28,433 $6M $204.64 $986K +113 +0.4%
79 MU 0.19% 47,159 $6M $123.25 $2M +100 +0.2%
80 NOW 0.19% 5,637 $6M $1,027.77 $1M -33 -0.6%
81 MRK 0.18% 72,626 $6M $79.13 $183K +10,632 +17.1%
82 CMCSA 0.18% 157,220 $6M $35.69 -$273K -2,243 -1.4%
83 AFL 0.18% 52,723 $6M $105.44 -$269K +307 +0.6%
84 THC 0.18% 31,105 $5M $175.95 $1M -676 -2.1%
85 PH 0.18% 7,821 $5M $698.28 $707K -1 -0.0%
86 UNH 0.17% 17,314 $5M $311.94 -$4M +47 +0.3%
87 CRWD 0.17% 10,506 $5M $509.31 $2M +509 +5.1%
88 LECO 0.17% 25,687 $5M $207.31 $419K -252 -1.0%
89 CTAS 0.17% 23,595 $5M $222.85 $420K +53 +0.2%
90 LRCX 0.17% 53,976 $5M $97.34 $1M -271 -0.5%
91 PAVE 0.17% 120,536 $5M $43.58 $867K +4,286 +3.7%
92 RS 0.17% 16,710 $5M $313.85 $293K -438 -2.5%
93 ACM 0.17% 45,733 $5M $112.85 $746K -1,874 -3.9%
94 GRPM 0.16% 46,861 $5M $109.29 $701K +4,643 +11.0%
95 C 0.16% 59,322 $5M $85.11 $849K +162 +0.3%
96 GWRE 0.16% 21,431 $5M $235.45 $2M +4,998 +30.4%
97 KLAC 0.16% 5,580 $5M $895.74 $1M -36 -0.6%
98 ETN 0.16% 13,978 $5M $356.97 $1M -207 -1.5%
99 RPM 0.16% 45,231 $5M $109.82 -$306K -349 -0.8%
100 CAH 0.16% 28,910 $5M $167.97 $114K -5,509 -16.0%

New Positions

SymbolValue% Port
OKTA $3M 0.10%
APG $2M 0.08%
CVMC $1M 0.04%
PEGA $936K 0.03%
FICS $707K 0.02%
COIN $699K 0.02%
OKLO $587K 0.02%
CRSP $411K 0.01%
CVSB $353K 0.01%
AAP $285K 0.01%
XENE $243K 0.01%
GENI $235K 0.01%
QUBT $226K 0.01%
FIVN $207K 0.01%
PINC $205K 0.01%

Sold Out Positions

SymbolValue% Port
TSQ —%
ECG —%
TLYS —%
FMC —%
CCO —%
PRMB —%
AMPY —%
NRGV —%
STEM —%
SES —%
GCTS —%
CHGG —%
SMRT —%
CHPT —%
OGN —%
View SEC EDGAR Filings for Ameritas Investment Partners, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms