Portfolio (Quarterly)
Guide ↗
Ameritas Advisory Services, LLC
· CIK 0001901275| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1121 | QRVO | QORVO INC | Technology | 41 | $4K | — | SOLD |
| 1122 | POOL | POOL CORP | Industrials | 12 | $4K | — | SOLD |
| 1123 | BHF | BRIGHTHOUSE FINL INC | Financial Services | 70 | $4K | — | SOLD |
| 1124 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 3 | $4K | — | SOLD |
| 1125 | BEP | BROOKFIELD RENEWABLE PARTNER | Utilities | 142 | $4K | — | SOLD |
| 1126 | FORM | FORMFACTOR INC | Technology | 100 | $4K | — | SOLD |
| 1127 | MRTN | MARTEN TRANS LTD | Industrials | 342 | $4K | — | SOLD |
| 1128 | KVUE | KENVUE INC | Consumer Defensive | 223 | $4K | — | SOLD |
| 1129 | MBOT | MICROBOT MED INC | Healthcare | 1,186 | $4K | — | SOLD |
| 1130 | CVMC | MORGAN STANLEY ETF TRUST | — | 56 | $4K | — | SOLD |
| 1131 | GSY | INVESCO ACTIVELY MANAGED EXC | — | 70 | $4K | — | SOLD |
| 1132 | S | SENTINELONE INC | Technology | 200 | $4K | — | SOLD |
| 1133 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 184 | $4K | — | SOLD |
| 1134 | LW | LAMB WESTON HLDGS INC | Consumer Defensive | 60 | $3K | — | SOLD |
| 1135 | SSNC | SS&C TECHNOLOGIES HLDGS INC | Technology | 39 | $3K | — | SOLD |
| 1136 | MMSI | MERIT MED SYS INC | Healthcare | 41 | $3K | — | SOLD |
| 1137 | WDTE | TIDAL TRUST II | — | 101 | $3K | — | SOLD |
| 1138 | OGN | ORGANON & CO | Healthcare | 316 | $3K | — | SOLD |
| 1139 | PBI | PITNEY BOWES INC | Industrials | 296 | $3K | — | SOLD |
| 1140 | — | MAREX GROUP PLC | — | 100 | $3K | — | 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%