Portfolio (Quarterly)
Guide ↗
Ameritas Advisory Services, LLC
· CIK 0001901275| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 661 | HE | HAWAIIAN ELEC INDUSTRIES | Utilities | 2,249 | $25K | 0.00% | SOLD |
| 662 | FID | FIRST TR EXCHANGE TRADED FD | — | 1,260 | $25K | 0.00% | SOLD |
| 663 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 72 | $25K | 0.00% | SOLD |
| 664 | SROI | CALAMOS ETF TR | — | 750 | $25K | 0.00% | SOLD |
| 665 | KMT | KENNAMETAL INC | Industrials | 1,182 | $25K | 0.00% | SOLD |
| 666 | — | INVESCO EXCH TRADED FD TR II | — | 443 | $25K | 0.00% | SOLD |
| 667 | IJUN | INNOVATOR ETFS TRUST | — | 866 | $25K | 0.00% | SOLD |
| 668 | CCI | CROWN CASTLE INC | Real Estate | 254 | $25K | 0.00% | SOLD |
| 669 | BSJQ | INVESCO EXCH TRD SLF IDX FD | — | 1,047 | $25K | 0.00% | SOLD |
| 670 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 1,292 | $24K | 0.00% | SOLD |
| 671 | CMS | CMS ENERGY CORP | Utilities | 330 | $24K | 0.00% | SOLD |
| 672 | IBDR | ISHARES TR | — | 986 | $24K | 0.00% | SOLD |
| 673 | CHY | CALAMOS CONV & HIGH INCOME F | Financial Services | 2,110 | $24K | 0.00% | SOLD |
| 674 | AEM | AGNICO EAGLE MINES LTD | Basic Materials | 140 | $24K | 0.00% | SOLD |
| 675 | RBLX | ROBLOX CORP | Technology | 170 | $24K | 0.00% | SOLD |
| 676 | HPI | HANCOCK JOHN PFD INCOME FD | Financial Services | 1,355 | $24K | 0.00% | SOLD |
| 677 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 738 | $23K | 0.00% | SOLD |
| 678 | CEF | SPROTT ASSET MANAGEMENT LP | Financial Services | 633 | $23K | 0.00% | SOLD |
| 679 | — | IQVIA HLDGS INC | — | 121 | $23K | 0.00% | SOLD |
| 680 | SMDV | PROSHARES TR | — | 344 | $23K | 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%