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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VCRVanguard World Fd
Recent Activity
Decreased -6.93%
0.14%
$3.842M
10,235 shares@ $375.39 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.47%
0.13%
$3.676M
20,976 shares@ $175.24 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -35.95%
0.12%
$3.434M
44,446 shares@ $77.27 avg price
QYLDGlobal X Fds
Recent Activity
Decreased -3.46%
0.11%
$3.16M
173,448 shares@ $18.22 avg price
PECOPhillips Edison & Co Inc
Recent Activity
Decreased -23.23%
0.11%
$3.151M
84,107 shares@ $37.47 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -6.27%
0.11%
$3.085M
22,423 shares@ $137.57 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -21.42%
0.11%
$3.01M
39,805 shares@ $75.63 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -8.9%
0.11%
$2.978M
20,590 shares@ $144.63 avg price
IBMInternational Business Machs
Recent Activity
Decreased -1.29%
0.1%
$2.802M
12,745 shares@ $219.83 avg price
SKYYFirst Tr Exchange Traded Fd
Recent Activity
Decreased -11.58%
0.1%
$2.727M
22,897 shares@ $119.12 avg price