Portfolio (Quarterly)
Guide ↗
Ameritas Advisory Services, LLC
· CIK 0001901275| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 621 | VCRB | VANGUARD MALVERN FDS | — | 346 | $27K | 0.00% | SOLD |
| 622 | EUSA | ISHARES INC | — | 263 | $27K | 0.00% | SOLD |
| 623 | DTCR | GLOBAL X FDS | — | 1,320 | $27K | 0.00% | SOLD |
| 624 | PYZ | INVESCO EXCHANGE TRADED FD T | — | 255 | $27K | 0.00% | SOLD |
| 625 | AVDV | AMERICAN CENTY ETF TR | — | 302 | $27K | 0.00% | SOLD |
| 626 | — | FIDELITY GREENWOOD STREET TR | — | 876 | $27K | 0.00% | SOLD |
| 627 | MCN | XAI MADISON EQUITY PREMIUM I | Financial Services | 4,350 | $27K | 0.00% | SOLD |
| 628 | TS | TENARIS S A | Energy | 750 | $27K | 0.00% | SOLD |
| 629 | DTD | WISDOMTREE TR | — | 319 | $27K | 0.00% | SOLD |
| 630 | ULTY | TIDAL TRUST II | — | 4,887 | $27K | 0.00% | SOLD |
| 631 | AGD | ABRDN GLOBAL DYNAMIC DIVIDEN | Financial Services | 2,000 | $27K | 0.00% | SOLD |
| 632 | RSST | TIDAL TRUST II | — | 1,006 | $27K | 0.00% | SOLD |
| 633 | PZT | INVESCO EXCH TRADED FD TR II | — | 1,195 | $27K | 0.00% | SOLD |
| 634 | RELX | RELX PLC | Communication Services | 555 | $27K | 0.00% | SOLD |
| 635 | LMND | LEMONADE INC | Financial Services | 494 | $26K | 0.00% | SOLD |
| 636 | FPI | FARMLAND PARTNERS INC | Real Estate | 2,430 | $26K | 0.00% | SOLD |
| 637 | CGSM | CAPITAL GRP FIXED INCM ETF T | — | 1,000 | $26K | 0.00% | SOLD |
| 638 | WDFC | WD 40 CO | Basic Materials | 133 | $26K | 0.00% | SOLD |
| 639 | UMAY | INNOVATOR ETFS TRUST | — | 727 | $26K | 0.00% | SOLD |
| 640 | UPXI | UPEXI INC | Communication Services | 4,500 | $26K | 0.00% | SOLD |
Sector Allocation
Technology
29.3%
Financial Services
29.2%
Consumer Cyclical
8.2%
Communication Services
7.6%
Industrials
7.2%
Healthcare
6.1%
Consumer Defensive
4.4%
Utilities
2.8%
Energy
2.5%
Basic Materials
1.7%