DOLIVER ADVISORS, LP Diversified Active

CIK: 0000938077 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 3, 2021

Total Value ($000): $297,581 (100.0% shares, 0.0% debt)

Holdings (176)

XOM EXXON MOBIL CORP 25.3%
Value ($000) $75,318 Shares 1,280,491 Est. Cost $55.94 Unrealized -13.4%
IUSG ISHARES TR 19.5%
Value ($000) $58,027 Shares 490,536 Est. Cost $89.09 Unrealized
GOOG ALPHABET INC 2.8%
Value ($000) $8,342 Shares 3,130 Est. Cost $63.99 Unrealized +113.9%
META FACEBOOK INC 1.8%
Value ($000) $5,478 Shares 16,142 Est. Cost $204.04 Unrealized +75.3%
AMZN AMAZON COM INC 1.7%
Value ($000) $5,095 Shares 1,551 Est. Cost $123.01 Unrealized +40.2%
CMCSA COMCAST CORP NEW 1.2%
Value ($000) $3,457 Shares 61,809 Est. Cost $35.63 Unrealized +44.2%
PYPL PAYPAL HLDGS INC 1.2%
Value ($000) $3,441 Shares 13,224 Est. Cost $140.15 Unrealized +102.0%
AAPL APPLE INC 1.1%
Value ($000) $3,413 Shares 24,120 Est. Cost $105.97 Unrealized +35.8%
FFIN FIRST FINL BANKSHARES INC 1.1%
Value ($000) $3,244 Shares 70,592 Est. Cost $24.48 Unrealized +77.0%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $3,239 Shares 19,788 Est. Cost $107.14 Unrealized +30.9%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $2,954 Shares 7,559 Est. Cost $267.55 Unrealized +43.8%
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $2,857 Shares 30,141 Est. Cost $66.04 Unrealized +22.7%
V VISA INC 1.0%
Value ($000) $2,830 Shares 12,704 Est. Cost $154.96 Unrealized +46.5%
ISRG INTUITIVE SURGICAL INC 0.9%
Value ($000) $2,611 Shares 2,626 Est. Cost $184.39 Unrealized +82.1%
CHTR CHARTER COMMUNICATIONS INC N 0.9%
Value ($000) $2,587 Shares 3,556 Est. Cost $441.63 Unrealized +71.8%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $2,430 Shares 11,731 Est. Cost $15.91 Unrealized +30.3%
NFLX NETFLIX INC 0.8%
Value ($000) $2,328 Shares 3,814 Est. Cost $55.03 Unrealized 0.0%
JD JD.COM INC 0.8%
Value ($000) $2,260 Shares 31,282 Est. Cost $36.48 Unrealized
NOW SERVICENOW INC 0.7%
Value ($000) $2,172 Shares 3,491 Est. Cost $84.40 Unrealized +43.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $2,114 Shares 3,672 Est. Cost $296.37 Unrealized +112.4%
ETN EATON CORP PLC 0.7%
Value ($000) $2,061 Shares 13,801 Est. Cost $109.00 Unrealized +36.9%
MO ALTRIA GROUP INC 0.7%
Value ($000) $1,943 Shares 42,694 Est. Cost $35.45 Unrealized -4.1%
ABBV ABBVIE INC 0.6%
Value ($000) $1,889 Shares 17,515 Est. Cost $61.54 Unrealized +58.0%
AGG ISHARES TR 0.6%
Value ($000) $1,829 Shares 15,924 Est. Cost $114.86 Unrealized
BND VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,827 Shares 21,386 Est. Cost $85.43 Unrealized
BLACKROCK INC 0.6%
Value ($000) $1,722 Shares 2,053 Est. Cost $537.11 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,679 Shares 12,011 Est. Cost $100.21 Unrealized +27.0%
WMT WALMART INC 0.6%
Value ($000) $1,655 Shares 11,875 Est. Cost $42.16 Unrealized +7.9%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,627 Shares 10,076 Est. Cost $108.29 Unrealized +38.8%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,529 Shares 4,779 Est. Cost $241.32 Unrealized +26.6%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $1,526 Shares 4,390 Est. Cost $227.89 Unrealized +55.7%
EPD ENTERPRISE PRODS PARTNERS L 0.5%
Value ($000) $1,507 Shares 69,636 Est. Cost $24.94 Unrealized
SONY SONY GROUP CORPORATION 0.5%
Value ($000) $1,498 Shares 13,543 Est. Cost $94.32 Unrealized
BCRX BIOCRYST PHARMACEUTICALS INC 0.5%
Value ($000) $1,437 Shares 100,000 Est. Cost $15.77 Unrealized 0.0%
HD HOME DEPOT INC 0.5%
Value ($000) $1,426 Shares 4,344 Est. Cost $233.78 Unrealized +26.0%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $1,415 Shares 596 Est. Cost $2040.09 Unrealized +8.2%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,413 Shares 13,926 Est. Cost $75.17 Unrealized +10.8%
SGU STAR GROUP L P 0.5%
Value ($000) $1,385 Shares 135,957 Est. Cost $8.83 Unrealized +22.6%
GTLS CHART INDS INC 0.5%
Value ($000) $1,366 Shares 7,146 Est. Cost $74.50 Unrealized +131.2%
MASI MASIMO CORP 0.5%
Value ($000) $1,360 Shares 5,025 Est. Cost $180.85 Unrealized +49.9%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $1,351 Shares 2,365 Est. Cost $473.12 Unrealized +14.6%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,269 Shares 3,678 Est. Cost $300.77 Unrealized +6.7%
EOG EOG RES INC 0.4%
Value ($000) $1,228 Shares 15,294 Est. Cost $44.51 Unrealized +32.2%
INDEPENDENT BANK GROUP INC 0.4%
Value ($000) $1,205 Shares 16,967 Est. Cost $53.47 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,196 Shares 9,538 Est. Cost $87.32 Unrealized +29.9%
MPLX MPLX LP 0.4%
Value ($000) $1,187 Shares 41,705 Est. Cost $25.45 Unrealized
FDX FEDEX CORP 0.4%
Value ($000) $1,160 Shares 5,288 Est. Cost $215.43 Unrealized +15.1%
KO COCA COLA CO 0.4%
Value ($000) $1,155 Shares 22,011 Est. Cost $36.85 Unrealized +32.4%
PEP PEPSICO INC 0.4%
Value ($000) $1,152 Shares 7,661 Est. Cost $117.63 Unrealized +14.8%
MTN VAIL RESORTS INC 0.4%
Value ($000) $1,150 Shares 3,444 Est. Cost $297.46 Unrealized +3.7%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,143 Shares 4,742 Est. Cost $191.40 Unrealized +12.8%
CVS CVS HEALTH CORP 0.4%
Value ($000) $1,118 Shares 13,174 Est. Cost $56.93 Unrealized +27.4%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,103 Shares 6,521 Est. Cost $128.43 Unrealized +35.6%
INTC INTEL CORP 0.4%
Value ($000) $1,099 Shares 20,630 Est. Cost $41.49 Unrealized +20.0%
STNE STONECO LTD 0.4%
Value ($000) $1,095 Shares 31,532 Est. Cost $55.21 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.4%
Value ($000) $1,081 Shares 4,795 Est. Cost $177.67 Unrealized +32.7%
AVGO BROADCOM INC 0.4%
Value ($000) $1,055 Shares 2,175 Est. Cost $31.25 Unrealized +42.3%
FSLR FIRST SOLAR INC 0.4%
Value ($000) $1,049 Shares 10,991 Est. Cost $66.74 Unrealized +39.1%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,024 Shares 4,824 Est. Cost $158.50 Unrealized +22.8%
BLACKROCK RES & COMMODITIES 0.3%
Value ($000) $1,021 Shares 114,323 Est. Cost $8.93 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.3%
Value ($000) $991 Shares 6,771 Est. Cost $137.36 Unrealized 0.0%
MRK MERCK & CO INC 0.3%
Value ($000) $988 Shares 13,152 Est. Cost $57.76 Unrealized +14.5%
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $969 Shares 6,548 Est. Cost $172.21 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $911 Shares 16,737 Est. Cost $34.83 Unrealized +41.3%
GLD SPDR GOLD TR 0.3%
Value ($000) $878 Shares 5,348 Est. Cost $159.08 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $876 Shares 4,118 Est. Cost $189.52 Unrealized +5.7%
EA ELECTRONIC ARTS INC 0.3%
Value ($000) $864 Shares 6,071 Est. Cost $107.50 Unrealized +27.5%
ABT ABBOTT LABS 0.3%
Value ($000) $864 Shares 7,310 Est. Cost $78.25 Unrealized +45.0%
CREE INC 0.3%
Value ($000) $844 Shares 10,455 Est. Cost $73.34 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $841 Shares 3,817 Est. Cost $176.34 Unrealized +17.8%
USB US BANCORP DEL 0.3%
Value ($000) $840 Shares 14,139 Est. Cost $39.85 Unrealized +17.1%
JKHY HENRY JACK & ASSOC INC 0.3%
Value ($000) $820 Shares 5,000 Est. Cost $110.76 Unrealized +46.9%
OC OWENS CORNING NEW 0.3%
Value ($000) $801 Shares 9,372 Est. Cost $68.03 Unrealized +38.2%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $738 Shares 15,902 Est. Cost $34.27 Unrealized +21.3%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $714 Shares 2,462 Est. Cost $290.01 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $703 Shares 16,354 Est. Cost $29.08 Unrealized +22.7%
APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $669 Shares 10,868 Est. Cost $50.91 Unrealized
KELLOGG CO 0.2%
Value ($000) $665 Shares 10,401 Est. Cost $48.37 Unrealized +6.2%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $654 Shares 3,903 Est. Cost $98.08 Unrealized +61.4%
SLV ISHARES SILVER TR 0.2%
Value ($000) $639 Shares 31,155 Est. Cost $21.20 Unrealized
VFC V F CORP 0.2%
Value ($000) $611 Shares 9,128 Est. Cost $66.77 Unrealized +14.9%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $610 Shares 2,747 Est. Cost $206.70 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $610 Shares 1,421 Est. Cost $365.17 Unrealized
GVIP GOLDMAN SACHS ETF TR 0.2%
Value ($000) $603 Shares 6,120 Est. Cost $98.53 Unrealized
MOAT VANECK ETF TRUST 0.2%
Value ($000) $599 Shares 8,184 Est. Cost $73.19 Unrealized
BA BOEING CO 0.2%
Value ($000) $599 Shares 2,723 Est. Cost $237.58 Unrealized -6.1%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $585 Shares 1,635 Est. Cost $357.80 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $580 Shares 5,260 Est. Cost $76.83 Unrealized +37.6%
CALAMOS STRATEGIC TOTAL RETU 0.2%
Value ($000) $580 Shares 32,740 Est. Cost $18.20 Unrealized
SPLUNK INC 0.2%
Value ($000) $569 Shares 3,933 Est. Cost $144.52 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.2%
Value ($000) $549 Shares 11,844 Est. Cost $42.79 Unrealized -0.3%
BIDU BAIDU INC 0.2%
Value ($000) $548 Shares 3,564 Est. Cost $153.52 Unrealized
LIBERTY ALL-STAR GROWTH FD I 0.2%
Value ($000) $533 Shares 61,732 Est. Cost $8.63 Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.2%
Value ($000) $505 Shares 25,529 Est. Cost $19.78 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $502 Shares 2,477 Est. Cost $156.77 Unrealized +17.1%
T AT&T INC 0.2%
Value ($000) $501 Shares 18,535 Est. Cost $15.54 Unrealized +3.4%
OPEN OPENDOOR TECHNOLOGIES INC 0.2%
Value ($000) $492 Shares 23,960 Est. Cost $17.72 Unrealized -5.7%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $492 Shares 5,041 Est. Cost $74.58 Unrealized +17.0%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $488 Shares 4,718 Est. Cost $103.43 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $486 Shares 6,544 Est. Cost $74.27 Unrealized
HNDL STRATEGY SHS 0.2%
Value ($000) $484 Shares 19,427 Est. Cost $24.91 Unrealized
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $481 Shares 4,573 Est. Cost $58.38 Unrealized +42.9%
DGRO ISHARES TR 0.2%
Value ($000) $481 Shares 9,571 Est. Cost $50.26 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $478 Shares 3,111 Est. Cost $153.65 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $477 Shares 2,179 Est. Cost $218.91 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $476 Shares 1,407 Est. Cost $338.31 Unrealized
NOBL PROSHARES TR 0.2%
Value ($000) $475 Shares 5,361 Est. Cost $88.60 Unrealized
SDY SPDR SER TR 0.2%
Value ($000) $472 Shares 4,019 Est. Cost $117.44 Unrealized
VMWARE INC 0.2%
Value ($000) $472 Shares 3,176 Est. Cost $143.17 Unrealized
CCL CARNIVAL CORP 0.2%
Value ($000) $468 Shares 18,725 Est. Cost $17.79 Unrealized +30.8%
GSBD GOLDMAN SACHS BDC INC 0.2%
Value ($000) $460 Shares 25,060 Est. Cost $19.02 Unrealized +0.5%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $438 Shares 9,775 Est. Cost $43.69 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $438 Shares 2,706 Est. Cost $78.50 Unrealized +92.0%
DE DEERE & CO 0.1%
Value ($000) $428 Shares 1,277 Est. Cost $342.83 Unrealized -1.0%
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $420 Shares 3,756 Est. Cost $144.49 Unrealized -13.1%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $405 Shares 16,466 Est. Cost $20.02 Unrealized +14.2%
CME CME GROUP INC 0.1%
Value ($000) $402 Shares 2,079 Est. Cost $140.46 Unrealized +20.5%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $401 Shares 7,114 Est. Cost $53.25 Unrealized
PROSHARES TR 0.1%
Value ($000) $401 Shares 26,340 Est. Cost $16.28 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $382 Shares 4,438 Est. Cost $57.12 Unrealized +35.5%
NOG NORTHERN OIL AND GAS INC MN 0.1%
Value ($000) $375 Shares 17,543 Est. Cost $11.99 Unrealized +45.8%
BLOK AMPLIFY ETF TR 0.1%
Value ($000) $374 Shares 8,384 Est. Cost $44.61 Unrealized
XAWPX ABERDEEN GLOBAL PREMIER PPTY 0.1%
Value ($000) $372 Shares 61,305 Est. Cost $6.36 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $361 Shares 6,201 Est. Cost $44.80 Unrealized +23.7%
ALLEGIANCE BANCSHARES INC 0.1%
Value ($000) $359 Shares 9,400 Est. Cost $33.34 Unrealized
PRLB PROTO LABS INC 0.1%
Value ($000) $354 Shares 5,317 Est. Cost $128.25 Unrealized -39.1%
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $349 Shares 3,825 Est. Cost $84.21 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $338 Shares 5,461 Est. Cost $45.91 Unrealized +19.1%
CALAMOS DYNAMIC CONV & INCOM 0.1%
Value ($000) $333 Shares 10,947 Est. Cost $30.42 Unrealized
RAMACO RES INC 0.1%
Value ($000) $332 Shares 27,000 Est. Cost $2.33 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $320 Shares 9,019 Est. Cost $15.93 Unrealized +41.3%
BMO BANK MONTREAL QUE 0.1%
Value ($000) $315 Shares 3,157 Est. Cost $83.95 Unrealized 0.0%
DISCOVERY INC 0.1%
Value ($000) $315 Shares 12,400 Est. Cost $30.56 Unrealized
CALAMOS GBL DYN INCOME FUND 0.1%
Value ($000) $305 Shares 31,820 Est. Cost $9.59 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $304 Shares 1,120 Est. Cost $228.08 Unrealized +10.0%
IEMG ISHARES INC 0.1%
Value ($000) $301 Shares 4,870 Est. Cost $64.74 Unrealized
APA APA CORPORATION 0.1%
Value ($000) $301 Shares 14,030 Est. Cost $18.02 Unrealized -6.7%
IWD ISHARES TR 0.1%
Value ($000) $287 Shares 1,835 Est. Cost $158.58 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $286 Shares 1,489 Est. Cost $138.67 Unrealized +21.1%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $283 Shares 29,576 Est. Cost $15.08 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $256 Shares 1,406 Est. Cost $164.13 Unrealized -0.8%
COHEN & STEERS REIT & PFD & 0.1%
Value ($000) $248 Shares 9,654 Est. Cost $25.69 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $244 Shares 2,397 Est. Cost $97.29 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $243 Shares 2,430 Est. Cost $100.00 Unrealized
UGI UGI CORP NEW 0.1%
Value ($000) $238 Shares 5,595 Est. Cost $38.65 Unrealized +18.2%
ARKK ARK ETF TR 0.1%
Value ($000) $237 Shares 2,144 Est. Cost $110.54 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $234 Shares 1,681 Est. Cost $113.44 Unrealized -1.2%
IJR ISHARES TR 0.1%
Value ($000) $231 Shares 2,115 Est. Cost $109.22 Unrealized
TWITTER INC 0.1%
Value ($000) $231 Shares 3,825 Est. Cost $45.54 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $229 Shares 3,865 Est. Cost $46.12 Unrealized +18.9%
MPC MARATHON PETE CORP 0.1%
Value ($000) $228 Shares 3,695 Est. Cost $33.38 Unrealized +55.1%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $227 Shares 5,335 Est. Cost $35.74 Unrealized +11.1%
GOOGL ALPHABET INC 0.1%
Value ($000) $225 Shares 84 Est. Cost $135.05 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $220 Shares 3,122 Est. Cost $57.20 Unrealized +0.6%
BSM BLACK STONE MINERALS L P 0.1%
Value ($000) $218 Shares 18,083 Est. Cost $12.06 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $213 Shares 779 Est. Cost $279.47 Unrealized +0.5%
HIGH INCOME SECS FD 0.1%
Value ($000) $212 Shares 24,229 Est. Cost $8.75 Unrealized
INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $209 Shares 3,978 Est. Cost $52.54 Unrealized
BGS B & G FOODS INC NEW 0.1%
Value ($000) $208 Shares 6,950 Est. Cost $19.92 Unrealized -1.2%
TBT PROSHARES TR 0.1%
Value ($000) $205 Shares 11,150 Est. Cost $18.39 Unrealized
KRP KIMBELL RTY PARTNERS LP 0.1%
Value ($000) $204 Shares 14,443 Est. Cost $6.58 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $188 Shares 18,512 Est. Cost $19.49 Unrealized
ELLSWORTH GROWTH & INCOME FD 0.1%
Value ($000) $157 Shares 11,721 Est. Cost $13.39 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $138 Shares 20,689 Est. Cost $6.67 Unrealized
VIRTUS GLOBAL DIVID & INCOME 0.0%
Value ($000) $132 Shares 14,126 Est. Cost $9.34 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $97 Shares 25,897 Est. Cost $3.33 Unrealized
THE BEACHBODY COMPANY INC 0.0%
Value ($000) $80 Shares 14,500 Est. Cost $5.52 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $52 Shares 13,500 Est. Cost $365.17 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $16 Shares 6,000 Est. Cost $172.21 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 23,800 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $5 Shares 600 Est. Cost $357.80 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $2 Shares 5,000 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $0 Shares 8,000 Est. Cost $365.17 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $56.93 Unrealized +27.4%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $357.80 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $34.83 Unrealized +41.3%