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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
AAPLApple Inc
Recent Activity
Increased 148.6%
3.48%
$100.538M
401,479 shares@ $250.42 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 20.42%
2.55%
$73.704M
144,169 shares@ $511.23 avg price
IHDGWisdomtree Tr
Recent Activity
Increased 26.37%
2.53%
$73.134M
1.682M shares@ $43.47 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 34.28%
2.25%
$65.13M
740,951 shares@ $87.9 avg price
IVVIshares Tr
Recent Activity
Increased 119.94%
2.08%
$60.087M
102,070 shares@ $588.69 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 217.13%
2.05%
$59.386M
2.174M shares@ $27.33 avg price
QUALIshares Tr
Recent Activity
Increased 27.96%
1.94%
$56.112M
315,093 shares@ $178.08 avg price
FDRRFidelity Covington Trust
Recent Activity
Increased 18.69%
1.76%
$50.751M
987,768 shares@ $51.38 avg price
IWFIshares Tr
Recent Activity
Increased 74.57%
1.64%
$47.264M
117,694 shares@ $401.59 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 50.64%
1.6%
$46.183M
1.029M shares@ $44.87 avg price