Portfolio (Quarterly)
Guide ↗
Ameritas Advisory Services, LLC
· CIK 0001901275| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 981 | NLOP | NET LEASE OFFICE PROPERTIES | Real Estate | 252 | $7K | — | SOLD |
| 982 | — | LITHIUM AMERS CORP NEW | — | 1,305 | $7K | — | SOLD |
| 983 | EVR | EVERCORE INC | Financial Services | 22 | $7K | — | SOLD |
| 984 | IAUM | ISHARES GOLD TR | Financial Services | 192 | $7K | — | SOLD |
| 985 | NDMO | NUVEEN DYNAMIC MUN OPPORTUNI | Financial Services | 706 | $7K | — | SOLD |
| 986 | RKLB | ROCKET LAB CORP | Industrials | 150 | $7K | — | SOLD |
| 987 | GFS | GLOBALFOUNDRIES INC | Technology | 200 | $7K | — | SOLD |
| 988 | GPN | GLOBAL PMTS INC | Industrials | 86 | $7K | — | SOLD |
| 989 | FAAR | FIRST TR EXCHANGE TRAD FD VI | — | 233 | $7K | — | SOLD |
| 990 | SCHZ | SCHWAB STRATEGIC TR | — | 301 | $7K | — | SOLD |
| 991 | HAS | HASBRO INC | Consumer Cyclical | 93 | $7K | — | SOLD |
| 992 | BIO | BIO RAD LABS INC | Healthcare | 25 | $7K | — | SOLD |
| 993 | AGZ | ISHARES TR | — | 63 | $7K | — | SOLD |
| 994 | TDOC | TELADOC HEALTH INC | Healthcare | 900 | $7K | — | SOLD |
| 995 | FLJP | FRANKLIN TEMPLETON ETF TR | — | 200 | $7K | — | SOLD |
| 996 | PEGA | PEGASYSTEMS INC | Technology | 120 | $7K | — | SOLD |
| 997 | TER | TERADYNE INC | Technology | 50 | $7K | — | SOLD |
| 998 | WSO | WATSCO INC | Industrials | 17 | $7K | — | SOLD |
| 999 | LUNR | INTUITIVE MACHINES INC | Industrials | 650 | $7K | — | SOLD |
| 1000 | NWL | NEWELL BRANDS INC | Consumer Defensive | 1,300 | $7K | — | 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%