Portfolio (Quarterly)
Guide ↗
Ameritas Advisory Services, LLC
· CIK 0001901275| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1221 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 153 | $2K | — | SOLD |
| 1222 | — | URGENTLY INC | — | 578 | $2K | — | SOLD |
| 1223 | BMRN | BIOMARIN PHARMACEUTICAL INC | Healthcare | 34 | $2K | — | SOLD |
| 1224 | BXMT | BLACKSTONE MTG TR INC | Real Estate | 100 | $2K | — | SOLD |
| 1225 | FBCV | FIDELITY COVINGTON TRUST | — | 54 | $2K | — | SOLD |
| 1226 | — | MILLROSE PPTYS INC | — | 54 | $2K | — | SOLD |
| 1227 | PKX | POSCO HOLDINGS INC | Basic Materials | 37 | $2K | — | SOLD |
| 1228 | — | RYANAIR HOLDINGS PLC | — | 30 | $2K | — | SOLD |
| 1229 | NVTS | NAVITAS SEMICONDUCTOR CORP | Technology | 250 | $2K | — | SOLD |
| 1230 | CQQQ | INVESCO EXCH TRADED FD TR II | — | 30 | $2K | — | SOLD |
| 1231 | LYB | LYONDELLBASELL INDUSTRIES N | Basic Materials | 36 | $2K | — | SOLD |
| 1232 | TEAM | ATLASSIAN CORPORATION | Technology | 11 | $2K | — | SOLD |
| 1233 | RELY | REMITLY GLOBAL INC | Technology | 106 | $2K | — | SOLD |
| 1234 | ALK | ALASKA AIR GROUP INC | Industrials | 34 | $2K | — | SOLD |
| 1235 | SPXX | NUVEEN S&P 500 DYNAMIC OVERW | Financial Services | 96 | $2K | — | SOLD |
| 1236 | BSCU | INVESCO EXCH TRD SLF IDX FD | — | 99 | $2K | — | SOLD |
| 1237 | PNR | PENTAIR PLC | Industrials | 15 | $2K | — | SOLD |
| 1238 | — | SOUTH BOW CORP | — | 53 | $1K | — | SOLD |
| 1239 | SU | SUNCOR ENERGY INC NEW | Energy | 36 | $1K | — | SOLD |
| 1240 | QDEL | QUIDELORTHO CORP | Healthcare | 50 | $1K | — | 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%