Portfolio (Quarterly)
Guide ↗
Ameritas Advisory Services, LLC
· CIK 0001901275| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 801 | UHT | UNIVERSAL HEALTH RLTY INCOME | Real Estate | 379 | $15K | 0.00% | SOLD |
| 802 | FPRO | FIDELITY COVINGTON TRUST | — | 650 | $15K | 0.00% | SOLD |
| 803 | TYL | TYLER TECHNOLOGIES INC | Technology | 28 | $15K | 0.00% | SOLD |
| 804 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 146 | $15K | 0.00% | SOLD |
| 805 | OC | OWENS CORNING NEW | Industrials | 103 | $15K | 0.00% | SOLD |
| 806 | IDA | IDACORP INC | Utilities | 110 | $15K | 0.00% | SOLD |
| 807 | SLX | VANECK ETF TRUST | — | 200 | $14K | 0.00% | SOLD |
| 808 | — | SEALED AIR CORP NEW | — | 409 | $14K | 0.00% | SOLD |
| 809 | GXO | GXO LOGISTICS INCORPORATED | Industrials | 273 | $14K | 0.00% | SOLD |
| 810 | VFC | V F CORP | Consumer Cyclical | 1,000 | $14K | 0.00% | SOLD |
| 811 | QBUF | INNOVATOR ETFS TRUST | — | 500 | $14K | 0.00% | SOLD |
| 812 | HDB | HDFC BANK LTD | Financial Services | 418 | $14K | 0.00% | SOLD |
| 813 | TRP | TC ENERGY CORP | Energy | 261 | $14K | 0.00% | SOLD |
| 814 | UNL | UNITED STS 12 MONTH NAT GAS | Financial Services | 1,820 | $14K | 0.00% | SOLD |
| 815 | TPHD | TIMOTHY PLAN | — | 360 | $14K | 0.00% | SOLD |
| 816 | STWD | STARWOOD PPTY TR INC | Real Estate | 730 | $14K | 0.00% | SOLD |
| 817 | — | EL PASO ENERGY CAP TR I | — | 280 | $14K | 0.00% | SOLD |
| 818 | OLP | ONE LIBERTY PPTYS INC | Real Estate | 631 | $14K | 0.00% | SOLD |
| 819 | CIK | CREDIT SUISSE ASSET MGMT INC | Financial Services | 4,728 | $14K | 0.00% | SOLD |
| 820 | PRF | INVESCO EXCHANGE TRADED FD T | — | 306 | $14K | 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%