Fund HoldingsAmeritas Advisory Services, LLC

Total Portfolio Value
$1.92B
Total Bought
$161.08M
Total Sold
$727.99M
Net Transaction
-$566.91M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
050,107+50,10705,8850.31%+5,885
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
0143,088+143,08805,5530.29%+5,553
SPDR SER TR
ST STR MSCI USAQ
036,604+36,60405,9700.31%+5,970
VANGUARD INDEX FDS025,858+25,85807,3770.38%+7,377
INVESCO EXCH TRADED FD TR II037,738+37,73804,2440.22%+4,244
WORLD GOLD TR(GLDM)042,175+42,17502,7630.14%+2,763
SCHWAB STRATEGIC TR0114,673+114,67302,7960.15%+2,796
ISHARES TR21,01842,536+21,5182,3224,6970.24%+2,375
PALANTIR TECHNOLOGIES INC(PLTR)035,081+35,08104,7820.25%+4,782
ADVANCED MICRO DEVICES INC(AMD)023,509+23,50903,3360.17%+3,336
DEUTSCHE BANK A G
NAMEN AKT
068,714+68,71402,0120.10%+2,012
VANECK ETF TRUST
BDC INCOME ETF
0119,592+119,59201,9470.10%+1,947
J P MORGAN EXCHANGE TRADED F
GLOBAL SEL EQUIT
028,728+28,72801,8480.10%+1,848
ROYAL CARIBBEAN GROUP
COM
05,688+5,68801,7810.09%+1,781
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
015,022+15,02201,5850.08%+1,585
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
030,799+30,79901,5670.08%+1,567
INVESCO EXCH TRADED FD TR II029,558+29,55801,5150.08%+1,515
HEICO CORP NEW(HEI)04,339+4,33901,4230.07%+1,423
COLUMBIA ETF TR I
RESH ENHNC COR
070,820+70,82002,6050.14%+2,605
QUANTA SVCS INC03,673+3,67301,3890.07%+1,389
ISHARES TR
TRS FLT RT BD
065,257+65,25703,3050.17%+3,305
SPDR INDEX SHS FDS
ST MAR DIVID ETF
031,867+31,86701,2150.06%+1,215
NUSHARES ETF TR
NUVEEN ESG LRGCP
012,240+12,24001,1500.06%+1,150
ISHARES TR0128,093+128,09305,8970.31%+5,897
TYLER TECHNOLOGIES INC(TYL)02,402+2,40201,4240.07%+1,424
RTX CORPORATION(RTX)020,976+20,97603,0630.16%+3,063
MERCADOLIBRE INC(MELI)0400+40001,0460.05%+1,046
FIRST TR EXCHANGE-TRADED FD
WTR ETF
117,982119,704+1,72211,88812,9260.67%+1,038
ISHARES GOLD TR(IAU)054,399+54,39903,3920.18%+3,392
NUSHARES ETF TR
NUVEEN ESG INTL
150,118162,615+12,4974,7815,7710.30%+990
UNILEVER PLC(UL)016,023+16,02309800.05%+980
FIRST TR EXCHANGE-TRADED FD06,747+6,74709780.05%+978
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
028,733+28,73306,5250.34%+6,525
SPROTT FDS TR
URANI MINER ETF
018,495+18,49508860.05%+886
APPLOVIN CORP(APP)03,173+3,17301,1110.06%+1,111
T ROWE PRICE ETF INC
PRICE BLUE CHIP
023,733+23,73301,0760.06%+1,076
AMERICAN CENTY ETF TR43,28955,558+12,2692,6323,4470.18%+816
ALPS ETF TR
OSHARES US QUALT
50,00663,811+13,8052,6613,4440.18%+783
WAYFAIR INC(W)20,91627,800+6,8846721,4220.07%+750
SPROTT PHYSICAL SILVER TR(PSLV)0109,264+109,26401,3370.07%+1,337
GLOBAL X FDS
US INFR DEV ETF
455,420409,334-46,08617,24917,8390.93%+590
ISHARES TR03,809+3,80905750.03%+575
ISHARES TR
CORE 1 5 YR USD
011,043+11,04305370.03%+537
UNITED AIRLS HLDGS INC(UAL)06,621+6,62105270.03%+527
AUTONATION INC(AN)02,651+2,65105270.03%+527
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
07,514+7,51405110.03%+511
SPDR SER TR
ST STR SP AERO
11,52811,309-2191,8772,3850.12%+508
SHOPIFY INC(SHOP)08,851+8,85101,0210.05%+1,021
SELECT SECTOR SPDR TR
ST STR UTIL ETF
33,00737,621+4,6142,5703,0720.16%+502
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
040,580+40,58005,2200.27%+5,220
ISHARES TR
CORE MSCI EURO
014,328+14,32809490.05%+949
ROYAL GOLD INC(RGLD)02,405+2,40504280.02%+428
ISHARES TR
ULTRA SHORT DUR
79,53487,683+8,1494,0324,4460.23%+414
ALTC ACQUISITION CORP(OKLO)07,045+7,04503940.02%+394
ETF SER SOLUTIONS
DEFIA QUANT ETF
04,165+4,16503820.02%+382
ISHARES INC
CORE MSCI EMKT
015,265+15,26509160.05%+916
FIDELITY COVINGTON TRUST
ENHANCED INTL
011,234+11,23403740.02%+374
FIDELITY NATL INFORMATION SV(FIS)13,74517,416+3,6711,0461,4180.07%+372
GE VERNOVA LLC(GEV)02,207+2,20701,1680.06%+1,168
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
023,072+23,07202,2680.12%+2,268
PACER FDS TR
TRENDP US LAR CP
012,287+12,28706240.03%+624
VANECK MERK GOLD TR(OUNZ)0207,547+207,54706,6190.35%+6,619
CARRIER GLOBAL CORPORATION(CARR)15,18417,637+2,4539701,2910.07%+321
AMPLIFY ETF TR016,255+16,25501,4040.07%+1,404
SCHWAB CHARLES CORP(SCHW)07,960+7,96007260.04%+726
PINTEREST INC(PINS)41,94644,274+2,3281,3001,5880.08%+287
WISDOMTREE TR(WT)05,985+5,98505170.03%+517
AGNC INVT CORP(AGNC)030,512+30,51202800.01%+280
AST SPACEMOBILE INC(ASTS)05,728+5,72802680.01%+268
ISHARES TR
0-5YR INVT GR CP
042,844+42,84402,1670.11%+2,167
SOUTHERN CO(SO)17,02619,537+2,5111,5301,7940.09%+264
CITIGROUP INC(C)018,979+18,97901,6150.08%+1,615
VIRTUS ETF TR II
SEIX SR LN ETF
045,188+45,18801,0650.06%+1,065
LISTED FD TR
ROUN MA SEVE ETF
5,3919,053+3,6622485020.03%+254
ROCKWELL AUTOMATION INC(ROK)03,715+3,71501,2340.06%+1,234
PIMCO ETF TR
ENHAN SHRT MA AC
71,21473,775+2,5617,1647,4170.39%+253
VANECK ETF TRUST
GOLD MINERS ETF
017,352+17,35209030.05%+903
BRITISH AMERN TOB PLC(BTI)05,321+5,32102520.01%+252
VANGUARD WELLINGTON FD01,963+1,96302520.01%+252
HUBBELL INC(HUBB)0613+61302500.01%+250
BANK NEW YORK MELLON CORP02,729+2,72902490.01%+249
COHEN & STEERS REIT & PFD &
COM
010,725+10,72502440.01%+244
PULTE GROUP INC(PHM)7,7209,802+2,0827941,0340.05%+240
GOLDMAN SACHS ETF TR07,579+7,57909200.05%+920
FIDELITY MERRIMACK STR TR04,971+4,97102350.01%+235
MICRON TECHNOLOGY INC(MU)01,907+1,90702350.01%+235
CHENIERE ENERGY INC(LNG)0965+96502350.01%+235
QUANTUM COMPUTING INC(QUBT)011,861+11,86102270.01%+227
COINBASE GLOBAL INC(COIN)0648+64802270.01%+227
AMERICAN CENTY ETF TR03,858+3,85802250.01%+225
FIVE9 INC(FIVN)032,976+32,97608730.05%+873
AMPLIFY ETF TR05,233+5,23302230.01%+223
MFS INTER INCOME TR0326,965+326,96508860.05%+886
CORTEVA INC(CTVA)02,978+2,97802220.01%+222
CAPITAL ONE FINL CORP(COF)02,204+2,20404690.02%+469
GENERAL DYNAMICS CORP(GD)4,6725,099+4271,2661,4870.08%+221
PALO ALTO NETWORKS INC(PANW)09,774+9,77402,0000.10%+2,000
VISTRA CORP(VST)01,121+1,12102170.01%+217
ISHARES SILVER TR(SLV)092,480+92,48003,0340.16%+3,034
SPDR SER TR
ST STR SP RETAIL
02,803+2,80302160.01%+216
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