AMBASSADOR ADVISORS, LLC

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Ambassador Advisors is based out of Lancaster. Ambassador Advisors is a large advisory firm with 2612 clients and discretionary assets under management (AUM) of $539,701,720 (Form ADV from 2019-08-01). Their last reported 13F filing for Q1 2020 included $355,088,000 in managed 13F securities and a top 10 holdings concentration of 48.3%. Ambassador Advisors's largest holding is iShares 7-10 Year Treasury Bond ETF with shares held of 358,024. Whalewisdom has at least 3 13F filings

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03/31/2020

13F Activity

  • Market Value $355.088 Million
  • Prior Market Value $425.271 Million
  • New Purchases18 stocks
  • Additional Purchases72 stocks
  • Sold out of23 stocks
  • Reduced holdings in100 stocks
  • Top 10 Holdings % 48.30 %
  • Turnover % [1]:17.23%
  • Turnover Alt % [2]: 34.16 %
  • Time Held Top20:0.90 quarters
  • Time Held Top10:0.80 quarters
  • Time Held All:1.30 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 19.01%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

AMBASSADOR ADVISORS, LLC
1755 OREGON PIKE
LANCASTER PA    17601
Country: United States

Business Phone: 717-560-8300
Fax: 717-560-8387
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 22
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,PERCENTAGE OF NET WORTH/THIRD PARTY ADVISORY FEES
Amount of client funds and securities: 1,763,930
Total Number of Clients: 2612
Amount of client funds and securities by related persons: 553,021
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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AMBASSADOR ADVISORS, LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

AMBASSADOR ADVISORS, LLC

ownership team - last updated 2019-11-08
Name Title Start Date Direct/Indirect % Ownership
YOUNG, ADRIAN, EVAN MANAGING MEMBER/EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMBASSADOR ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2005-06-01
AMBASSADOR ADVISORS, LLC MANAGING MEMBER/EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2010-05-01
KAUFFMAN, ROBERT, ERNEST MANAGING MEMBER/PRESIDENT 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMBASSADOR ADVISORS, LLC PRESIDENT direct 1992-09-01
AMBASSADOR ADVISORS, LLC MANAGING MEMBER/PRESIDENT direct 2010-05-01
BOSTWICK, BERNARD, IRVING MANAGING MEMBER/EXECUTIVE VICE PRESIDENT 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMBASSADOR ADVISORS, LLC MANAGING MEMBER/EXECUTIVE VICE PRESIDENT direct 2010-05-01

AMBASSADOR ADVISORS, LLC

ownership team - last updated 2019-02-27
Name Title Start Date Direct/Indirect % Ownership
YOUNG, ADRIAN, EVAN MANAGING MEMBER/EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMBASSADOR ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2005-06-01
AMBASSADOR ADVISORS, LLC MANAGING MEMBER/EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2010-05-01
KAUFFMAN, ROBERT, ERNEST MANAGING MEMBER/PRESIDENT 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMBASSADOR ADVISORS, LLC PRESIDENT direct 1992-09-01
AMBASSADOR ADVISORS, LLC MANAGING MEMBER/PRESIDENT direct 2010-05-01
BOSTWICK, BERNARD, IRVING MANAGING MEMBER/EXECUTIVE VICE PRESIDENT 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMBASSADOR ADVISORS, LLC MANAGING MEMBER/EXECUTIVE VICE PRESIDENT direct 2010-05-01

AMBASSADOR ADVISORS, LLC

ownership team - last updated 2017-07-25
Name Title Start Date Direct/Indirect % Ownership
BOSTWICK, BERNARD, IRVING MANAGING MEMBER/EXECUTIVE VICE PRESIDENT 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMBASSADOR ADVISORS, LLC MANAGING MEMBER/EXECUTIVE VICE PRESIDENT direct 2010-05-01
KAUFFMAN, ROBERT, ERNEST MANAGING MEMBER/PRESIDENT 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMBASSADOR ADVISORS, LLC PRESIDENT direct 1992-09-01
AMBASSADOR ADVISORS, LLC MANAGING MEMBER/PRESIDENT direct 2010-05-01
YOUNG, ADRIAN, EVAN MANAGING MEMBER/EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 05/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMBASSADOR ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2005-06-01
AMBASSADOR ADVISORS, LLC MANAGING MEMBER/EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2010-05-01

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