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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
PEPPepsico Inc
Recent Activity
Decreased -6.07%
0.08%
$2.289M
15,053 shares@ $152.07 avg price
TLTIshares Tr
Recent Activity
Decreased -25.1%
0.08%
$2.282M
26,131 shares@ $87.33 avg price
MOAltria Group Inc
Recent Activity
Decreased -0.4%
0.08%
$2.264M
43,298 shares@ $52.29 avg price
QLTAIshares Tr
Recent Activity
Decreased -53.97%
0.08%
$2.228M
47,608 shares@ $46.79 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -3.42%
0.08%
$2.205M
7,606 shares@ $289.9 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -3.14%
0.08%
$2.125M
8,609 shares@ $246.8 avg price
VRTVertiv Holdings Co
Recent Activity
Decreased -11.68%
0.08%
$2.072M
18,241 shares@ $113.61 avg price
VDCVanguard World Fd
Recent Activity
Decreased -0.59%
0.08%
$2.064M
9,766 shares@ $211.38 avg price
DJULFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -5.58%
0.08%
$2.052M
48,887 shares@ $41.99 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
Decreased -12.99%
0.07%
$2.021M
8,313 shares@ $243.17 avg price