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Portfolio (Quarterly) Guide ↗

Ameritas Advisory Services, LLC

· CIK 0001901275
13F Portfolio $1.5B AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2104 New
Page 65 of 106  ·  2,104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CNQ CANADIAN NAT RES LTD Energy 938.0 $30K 0.00% NEW $31.98 +46.5%
1282 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,025.0 $30K 0.00% NEW $14.68 -2.0%
1283 CIEN CIENA CORP Technology 204.0 $30K 0.00% NEW $145.67 +313.5%
1284 GDXJ VANECK ETF TRUST 300.0 $30K 0.00% NEW $99.03 +17.8%
1285 ABRDN GLOBAL PREMIER PPTYS F 7,475.0 $30K 0.00% NEW $3.97
1286 SIX FLAGS ENTERTAINMENT CORP 1,300.0 $30K 0.00% NEW $22.72
1287 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 443.0 $29K 0.00% NEW $66.56 +19.8%
1288 IP INTERNATIONAL PAPER CO Consumer Cyclical 633.0 $29K 0.00% NEW $46.43 -31.2%
1289 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 550.0 $29K 0.00% NEW $53.41 -28.1%
1290 ALB ALBEMARLE CORP Basic Materials 362.0 $29K 0.00% NEW $81.03 +115.6%
1291 PBA PEMBINA PIPELINE CORP Energy 725.0 $29K 0.00% NEW $40.44 +19.4%
1292 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 765.0 $29K 0.00% NEW $38.24 -1.6%
1293 NXPI NXP SEMICONDUCTORS N V Technology 128.0 $29K 0.00% NEW $228.09 +45.8%
1294 EALT INNOVATOR ETFS TRUST 843.0 $29K 0.00% NEW $34.55 +2.9%
1295 FDEM FIDELITY COVINGTON TRUST 968.0 $29K 0.00% NEW $30.08 +22.9%
1296 PDM PIEDMONT REALTY TRUST INC Real Estate 3,235.0 $29K 0.00% NEW $9.00 -7.2%
1297 OTIS OTIS WORLDWIDE CORP Industrials 318.0 $29K 0.00% NEW $91.53 -20.5%
1298 CAH CARDINAL HEALTH INC Healthcare 185.0 $29K 0.00% NEW $157.33 +27.4%
1299 CGIE CAPITAL GROUP INTERNATIONAL 860.0 $29K 0.00% NEW $33.70 +8.3%
1300 INKM SSGA ACTIVE ETF TR 875.0 $29K 0.00% NEW $33.12 +4.6%
Page 65 of 106  ·  2,104 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.1%
Technology 27.4%
Consumer Cyclical 9.7%
Industrials 6.0%
Communication Services 5.1%
Healthcare 4.4%
Consumer Defensive 3.9%
Energy 3.0%
Basic Materials 2.2%
Utilities 2.2%