Amanda Ross
@Ameritas Advisory Services, Llc
Latest period2024 - Q4ReportedManaged Assets$2.897BTotal holdings872
Assets growth rate25.02%Assets growth rate (2-Q avg)6.2%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Ameritas Advisory Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 872 positions.
Assets under management
The assets under management (AUM) of Ameritas Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.897B in assets, with a quarterly growth rate of 25.02% and a 2-quarter average growth rate of 6.2%. The portfolio is managed by Amanda Ross, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
IJHIshares Tr
| 1.59% | $45.778M 734,677 shares@ $62.31 avg price | Increased 17.31% |
JAAAJanus Detroit Str Tr
| 1.55% | $44.719M 881,852 shares@ $50.72 avg price | Increased 60.81% |
MTUMIshares Tr
| 1.55% | $44.695M 216,000 shares@ $206.93 avg price | Increased 16.3% |
PAAAPgim Etf Tr
| 1.38% | $39.708M 775,546 shares@ $51.21 avg price | Increased 344.13% |
AGOXStarboard Invt Tr
| 1.36% | $39.126M 1.441M shares@ $27.16 avg price | Increased 2.76% |
MSFTMicrosoft Corp
| 1.19% | $34.374M 81,553 shares@ $421.5 avg price | Increased 35.25% |
SPYSpdr S&p 500 Etf Tr
| 1.14% | $32.864M 56,074 shares@ $586.08 avg price | Increased 54.57% |
VOOVanguard Index Fds
| 1.11% | $32.008M 59,406 shares@ $538.81 avg price | Increased 175.54% |
SRLNSsga Active Etf Tr
| 1.05% | $30.398M 728,454 shares@ $41.74 avg price | Decreased -2.83% |
BRK.BBerkshire Hathaway Inc Del
| 0.98% | $28.324M 62,486 shares@ $453.29 avg price | Increased 83.48% |