Portfolio (Quarterly)
Guide ↗
Ameritas Advisory Services, LLC
· CIK 0001901275| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1241 | RRX | REGAL REXNORD CORPORATION | Industrials | 10 | $1K | — | SOLD |
| 1242 | IEP | ICAHN ENTERPRISES LP | Industrials | 170 | $1K | — | SOLD |
| 1243 | KRBN | KRANESHARES TRUST | — | 43 | $1K | — | SOLD |
| 1244 | GURU | GLOBAL X FDS | — | 23 | $1K | — | SOLD |
| 1245 | CPK | CHESAPEAKE UTILS CORP | Utilities | 10 | $1K | — | SOLD |
| 1246 | SRVR | PACER FDS TR | — | 42 | $1K | — | SOLD |
| 1247 | UFPI | UFP INDUSTRIES INC | Basic Materials | 14 | $1K | — | SOLD |
| 1248 | — | CIVITAS RESOURCES INC | — | 40 | $1K | — | SOLD |
| 1249 | IGEB | ISHARES TR | — | 28 | $1K | — | SOLD |
| 1250 | SDCI | USCF ETF TR | — | 56 | $1K | — | SOLD |
| 1251 | APPS | DIGITAL TURBINE INC | Technology | 200 | $1K | — | SOLD |
| 1252 | IVZ | INVESCO LTD | Financial Services | 55 | $1K | — | SOLD |
| 1253 | ARKB | ARK 21SHARES BITCOIN ETF | Financial Services | 33 | $1K | — | SOLD |
| 1254 | IOVA | IOVANCE BIOTHERAPEUTICS INC | Healthcare | 577 | $1K | — | SOLD |
| 1255 | MANH | MANHATTAN ASSOCIATES INC | Technology | 6 | $1K | — | SOLD |
| 1256 | VVV | VALVOLINE INC | Energy | 34 | $1K | — | SOLD |
| 1257 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 27 | $1K | — | SOLD |
| 1258 | AKAM | AKAMAI TECHNOLOGIES INC | Technology | 16 | $1K | — | SOLD |
| 1259 | MBUU | MALIBU BOATS INC | Consumer Cyclical | 37 | $1K | — | SOLD |
| 1260 | MTN | VAIL RESORTS INC | Consumer Cyclical | 8 | $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%