DOLIVER ADVISORS, LP Diversified Active

CIK: 0000938077 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 7, 2025

Total Value ($000): $386,527 (100.0% shares, 0.0% debt)

Holdings (175)

XOM EXXON MOBIL CORP 31.4%
Value ($000) $121,457 Shares 1,077,223 Est. Cost $56.60 Unrealized +93.8%
IUSG ISHARES TR 5.7%
Value ($000) $22,151 Shares 134,622 Est. Cost $89.23 Unrealized
HF TIDAL TRUST II 4.7%
Value ($000) $18,079 Shares 858,469 Est. Cost $19.57 Unrealized
IVV ISHARES TR 3.8%
Value ($000) $14,497 Shares 21,660 Est. Cost $498.02 Unrealized
AMZN AMAZON COM INC 2.2%
Value ($000) $8,449 Shares 38,481 Est. Cost $136.32 Unrealized +66.0%
META META PLATFORMS INC 1.9%
Value ($000) $7,247 Shares 9,868 Est. Cost $235.02 Unrealized +216.2%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $6,923 Shares 37,106 Est. Cost $91.14 Unrealized +91.2%
GOOG ALPHABET INC 1.8%
Value ($000) $6,920 Shares 28,413 Est. Cost $108.21 Unrealized +94.0%
AAPL APPLE INC 1.7%
Value ($000) $6,636 Shares 26,061 Est. Cost $131.48 Unrealized +71.6%
JPM JPMORGAN CHASE & CO. 1.5%
Value ($000) $5,818 Shares 18,443 Est. Cost $114.30 Unrealized +158.9%
ITOT ISHARES TR 1.3%
Value ($000) $4,962 Shares 34,070 Est. Cost $98.30 Unrealized
ETN EATON CORP PLC 1.2%
Value ($000) $4,534 Shares 12,115 Est. Cost $143.15 Unrealized +153.8%
V VISA INC 1.2%
Value ($000) $4,469 Shares 13,090 Est. Cost $165.32 Unrealized +108.8%
IWM ISHARES TR 1.0%
Value ($000) $3,734 Shares 15,432 Est. Cost $210.45 Unrealized
PM PHILIP MORRIS INTL INC 0.9%
Value ($000) $3,583 Shares 22,087 Est. Cost $69.97 Unrealized +136.1%
AVGO BROADCOM INC 0.8%
Value ($000) $3,216 Shares 9,749 Est. Cost $145.79 Unrealized +109.7%
BKNG BOOKING HOLDINGS INC 0.8%
Value ($000) $3,094 Shares 573 Est. Cost $2250.69 Unrealized +147.2%
EPD ENTERPRISE PRODS PARTNERS L 0.8%
Value ($000) $3,062 Shares 97,913 Est. Cost $24.86 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.7%
Value ($000) $2,855 Shares 5,821 Est. Cost $299.09 Unrealized +52.1%
MSFT MICROSOFT CORP 0.7%
Value ($000) $2,700 Shares 5,212 Est. Cost $310.62 Unrealized +63.8%
WMT WALMART INC 0.7%
Value ($000) $2,594 Shares 25,174 Est. Cost $52.87 Unrealized +87.7%
APO APOLLO GLOBAL MGMT INC 0.6%
Value ($000) $2,470 Shares 18,536 Est. Cost $76.63 Unrealized +83.7%
MO ALTRIA GROUP INC 0.6%
Value ($000) $2,326 Shares 35,216 Est. Cost $35.85 Unrealized +71.3%
ASML ASML HOLDING N V 0.6%
Value ($000) $2,243 Shares 2,317 Est. Cost $712.83 Unrealized
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $2,231 Shares 22,774 Est. Cost $61.06 Unrealized +53.2%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,225 Shares 12,001 Est. Cost $128.44 Unrealized +32.0%
FFIN FIRST FINL BANKSHARES INC 0.6%
Value ($000) $2,214 Shares 65,800 Est. Cost $24.48 Unrealized +45.3%
SONY SONY GROUP CORP 0.5%
Value ($000) $2,118 Shares 73,558 Est. Cost $35.46 Unrealized
BCRX BIOCRYST PHARMACEUTICALS INC 0.5%
Value ($000) $2,082 Shares 274,328 Est. Cost $11.06 Unrealized -24.7%
MPLX MPLX LP 0.5%
Value ($000) $2,077 Shares 41,573 Est. Cost $26.45 Unrealized
NOW SERVICENOW INC 0.5%
Value ($000) $2,075 Shares 2,255 Est. Cost $88.12 Unrealized +112.0%
ABT ABBOTT LABS 0.5%
Value ($000) $2,066 Shares 15,427 Est. Cost $99.56 Unrealized +31.2%
LOW LOWES COS INC 0.5%
Value ($000) $2,030 Shares 8,076 Est. Cost $209.91 Unrealized +16.3%
SNOW SNOWFLAKE INC 0.5%
Value ($000) $1,845 Shares 8,182 Est. Cost $147.21 Unrealized +45.9%
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $1,842 Shares 11,010 Est. Cost $107.25 Unrealized +19.2%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $1,831 Shares 3,775 Est. Cost $484.84 Unrealized -4.1%
PH PARKER-HANNIFIN CORP 0.5%
Value ($000) $1,812 Shares 2,390 Est. Cost $630.94 Unrealized +16.5%
GTLS CHART INDS INC 0.4%
Value ($000) $1,733 Shares 8,658 Est. Cost $108.36 Unrealized +75.4%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $1,730 Shares 5,663 Est. Cost $188.66 Unrealized +43.8%
SGU STAR GROUP L P 0.4%
Value ($000) $1,655 Shares 139,939 Est. Cost $8.88 Unrealized +31.5%
HD HOME DEPOT INC 0.4%
Value ($000) $1,639 Shares 4,045 Est. Cost $267.09 Unrealized +45.7%
EOG EOG RES INC 0.4%
Value ($000) $1,571 Shares 14,011 Est. Cost $63.31 Unrealized +86.3%
CGBD CARLYLE SECURED LENDING INC 0.4%
Value ($000) $1,532 Shares 122,581 Est. Cost $12.97 Unrealized -0.6%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,506 Shares 4,533 Est. Cost $165.75 Unrealized +91.0%
MRK MERCK & CO INC 0.4%
Value ($000) $1,492 Shares 17,778 Est. Cost $72.31 Unrealized +12.0%
OC OWENS CORNING NEW 0.4%
Value ($000) $1,437 Shares 10,157 Est. Cost $82.49 Unrealized +77.9%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,427 Shares 2,508 Est. Cost $235.93 Unrealized +143.1%
AMGN AMGEN INC 0.4%
Value ($000) $1,386 Shares 4,911 Est. Cost $205.78 Unrealized +39.3%
USB US BANCORP DEL 0.3%
Value ($000) $1,350 Shares 27,929 Est. Cost $37.38 Unrealized +24.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,332 Shares 4,384 Est. Cost $208.93 Unrealized +44.3%
REFI CHICAGO ATLANTIC REAL ESTATE 0.3%
Value ($000) $1,327 Shares 103,758 Est. Cost $14.23 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,327 Shares 3,842 Est. Cost $374.94 Unrealized -20.3%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,261 Shares 2,059 Est. Cost $612.38 Unrealized
BWXT BWX TECHNOLOGIES INC 0.3%
Value ($000) $1,239 Shares 6,719 Est. Cost $116.37 Unrealized +38.0%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,217 Shares 12,778 Est. Cost $90.71 Unrealized +0.6%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,211 Shares 7,799 Est. Cost $80.70 Unrealized +88.7%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,193 Shares 5,668 Est. Cost $164.57 Unrealized +25.9%
PSA PUBLIC STORAGE OPER CO 0.3%
Value ($000) $1,181 Shares 4,090 Est. Cost $276.20 Unrealized +1.9%
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $1,174 Shares 3,569 Est. Cost $259.52 Unrealized +24.1%
ABBV ABBVIE INC 0.3%
Value ($000) $1,165 Shares 5,031 Est. Cost $62.84 Unrealized +221.4%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,164 Shares 4,129 Est. Cost $275.84 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1,148 Shares 2,582 Est. Cost $256.92 Unrealized +35.0%
BA BOEING CO 0.3%
Value ($000) $1,141 Shares 5,287 Est. Cost $195.13 Unrealized +15.5%
SHOP SHOPIFY INC 0.3%
Value ($000) $1,122 Shares 7,552 Est. Cost $76.86 Unrealized +76.4%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,109 Shares 7,220 Est. Cost $125.64 Unrealized +23.3%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.3%
Value ($000) $1,088 Shares 12,116 Est. Cost $63.07 Unrealized
VGT VANGUARD WORLD FD 0.3%
Value ($000) $1,087 Shares 1,456 Est. Cost $746.63 Unrealized
EXE EXPAND ENERGY CORPORATION 0.3%
Value ($000) $1,068 Shares 10,051 Est. Cost $95.28 Unrealized +4.0%
NFLX NETFLIX INC 0.3%
Value ($000) $1,054 Shares 879 Est. Cost $56.78 Unrealized +115.0%
PEP PEPSICO INC 0.3%
Value ($000) $1,045 Shares 7,441 Est. Cost $146.86 Unrealized -4.4%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,027 Shares 2,152 Est. Cost $232.87 Unrealized +82.7%
ADBE ADOBE INC 0.3%
Value ($000) $1,011 Shares 2,865 Est. Cost $505.25 Unrealized -29.0%
CRM SALESFORCE INC 0.3%
Value ($000) $997 Shares 4,208 Est. Cost $194.53 Unrealized +29.2%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $979 Shares 2,190 Est. Cost $290.55 Unrealized +65.2%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $975 Shares 7,877 Est. Cost $89.19 Unrealized +34.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $962 Shares 8,404 Est. Cost $132.56 Unrealized -11.8%
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $949 Shares 14,604 Est. Cost $45.36 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $941 Shares 5,586 Est. Cost $110.09 Unrealized +61.4%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $933 Shares 29,694 Est. Cost $35.46 Unrealized -6.5%
IAU ISHARES GOLD TR 0.2%
Value ($000) $921 Shares 12,650 Est. Cost $37.37 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $869 Shares 3,523 Est. Cost $266.19 Unrealized -2.1%
LYV LIVE NATION ENTERTAINMENT IN 0.2%
Value ($000) $858 Shares 5,248 Est. Cost $83.88 Unrealized +88.4%
CSCO CISCO SYS INC 0.2%
Value ($000) $857 Shares 12,532 Est. Cost $37.09 Unrealized +81.7%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $835 Shares 12,451 Est. Cost $128.10 Unrealized -45.1%
IEMG ISHARES INC 0.2%
Value ($000) $792 Shares 12,018 Est. Cost $61.68 Unrealized
TDG TRANSDIGM GROUP INC 0.2%
Value ($000) $784 Shares 595 Est. Cost $1265.07 Unrealized +7.9%
VST VISTRA CORP 0.2%
Value ($000) $776 Shares 3,959 Est. Cost $144.05 Unrealized +37.2%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $770 Shares 4,758 Est. Cost $131.37 Unrealized +22.8%
TCBX THIRD COAST BANCSHARES INC 0.2%
Value ($000) $769 Shares 20,250 Est. Cost $22.04 Unrealized +72.3%
NOG NORTHERN OIL & GAS INC 0.2%
Value ($000) $760 Shares 30,646 Est. Cost $20.21 Unrealized +31.2%
Z ZILLOW GROUP INC 0.2%
Value ($000) $733 Shares 9,516 Est. Cost $52.80 Unrealized +54.8%
SLV ISHARES SILVER TR 0.2%
Value ($000) $726 Shares 17,133 Est. Cost $21.65 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $719 Shares 12,961 Est. Cost $99.82 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $715 Shares 7,660 Est. Cost $71.52 Unrealized
FSLR FIRST SOLAR INC 0.2%
Value ($000) $711 Shares 3,224 Est. Cost $70.98 Unrealized +170.4%
DE DEERE & CO 0.2%
Value ($000) $693 Shares 1,515 Est. Cost $360.47 Unrealized +35.8%
FDX FEDEX CORP 0.2%
Value ($000) $682 Shares 2,892 Est. Cost $214.15 Unrealized +6.6%
GOOGL ALPHABET INC 0.2%
Value ($000) $658 Shares 2,707 Est. Cost $174.58 Unrealized +19.8%
NTNX NUTANIX INC 0.2%
Value ($000) $656 Shares 8,813 Est. Cost $62.10 Unrealized +18.2%
BAC BANK AMERICA CORP 0.2%
Value ($000) $652 Shares 12,636 Est. Cost $41.45 Unrealized +16.6%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $643 Shares 7,675 Est. Cost $39.86 Unrealized +101.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $627 Shares 1,248 Est. Cost $297.49 Unrealized +62.8%
DPZ DOMINOS PIZZA INC 0.2%
Value ($000) $618 Shares 1,431 Est. Cost $429.47 Unrealized +5.0%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.2%
Value ($000) $612 Shares 17,871 Est. Cost $27.06 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $588 Shares 3,812 Est. Cost $154.23 Unrealized
KRP KIMBELL RTY PARTNERS LP 0.1%
Value ($000) $572 Shares 42,401 Est. Cost $12.79 Unrealized
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $566 Shares 3,800 Est. Cost $110.76 Unrealized +49.0%
MTN VAIL RESORTS INC 0.1%
Value ($000) $557 Shares 3,726 Est. Cost $281.98 Unrealized -45.0%
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $541 Shares 2,434 Est. Cost $182.31 Unrealized +18.2%
IJR ISHARES TR 0.1%
Value ($000) $534 Shares 4,497 Est. Cost $97.04 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $531 Shares 30,946 Est. Cost $13.27 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $519 Shares 5,478 Est. Cost $60.52 Unrealized +52.4%
SSB SOUTHSTATE BK CORP 0.1%
Value ($000) $508 Shares 5,133 Est. Cost $96.71 Unrealized 0.0%
SOUTHSTATE CORPORATION 0.1%
Value ($000) $508 Shares 5,133 Est. Cost $92.82 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $506 Shares 26,247 Est. Cost $19.29 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $483 Shares 3,721 Est. Cost $119.73 Unrealized
CCL CARNIVAL CORP 0.1%
Value ($000) $462 Shares 15,977 Est. Cost $18.04 Unrealized +67.3%
BSM BLACK STONE MINERALS L P 0.1%
Value ($000) $449 Shares 34,174 Est. Cost $13.30 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $442 Shares 2,050 Est. Cost $149.96 Unrealized
ETH GRAYSCALE ETHEREUM MINI TR E 0.1%
Value ($000) $437 Shares 11,152 Est. Cost $17.22 Unrealized
MSTR STRATEGY INC 0.1%
Value ($000) $435 Shares 1,350 Est. Cost $317.51 Unrealized +16.8%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $421 Shares 2,888 Est. Cost $100.61 Unrealized +28.0%
ASO ACADEMY SPORTS & OUTDOORS IN 0.1%
Value ($000) $420 Shares 8,390 Est. Cost $54.06 Unrealized -6.0%
XYZ BLOCK INC 0.1%
Value ($000) $419 Shares 5,801 Est. Cost $69.51 Unrealized +7.7%
EFG ISHARES TR 0.1%
Value ($000) $415 Shares 3,645 Est. Cost $93.68 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $415 Shares 2,979 Est. Cost $137.16 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $414 Shares 1,379 Est. Cost $223.91 Unrealized +23.3%
ARKK ARK ETF TR 0.1%
Value ($000) $402 Shares 4,656 Est. Cost $67.69 Unrealized
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $397 Shares 16,793 Est. Cost $20.09 Unrealized +18.5%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $393 Shares 13,865 Est. Cost $26.82 Unrealized +0.6%
IJK ISHARES TR 0.1%
Value ($000) $391 Shares 4,080 Est. Cost $71.51 Unrealized
CRK COMSTOCK RES INC 0.1%
Value ($000) $381 Shares 19,236 Est. Cost $13.37 Unrealized +38.4%
KBH KB HOME 0.1%
Value ($000) $380 Shares 5,977 Est. Cost $59.88 Unrealized 0.0%
IYW ISHARES TR 0.1%
Value ($000) $374 Shares 1,909 Est. Cost $195.86 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $370 Shares 10,560 Est. Cost $36.04 Unrealized -6.7%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $357 Shares 1,490 Est. Cost $239.64 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $351 Shares 20,578 Est. Cost $15.75 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $346 Shares 5,223 Est. Cost $40.94 Unrealized +65.9%
PROSHARES TR 0.1%
Value ($000) $346 Shares 23,953 Est. Cost $16.65 Unrealized
NKE NIKE INC 0.1%
Value ($000) $344 Shares 4,936 Est. Cost $74.86 Unrealized -1.4%
IYC ISHARES TR 0.1%
Value ($000) $343 Shares 3,269 Est. Cost $104.80 Unrealized
CSR CENTERSPACE 0.1%
Value ($000) $339 Shares 5,760 Est. Cost $58.90 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value ($000) $339 Shares 5,957 Est. Cost $113.88 Unrealized -46.2%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $339 Shares 1,201 Est. Cost $199.80 Unrealized +29.9%
VFH VANGUARD WORLD FD 0.1%
Value ($000) $336 Shares 2,559 Est. Cost $131.24 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $335 Shares 9,976 Est. Cost $39.73 Unrealized -39.0%
TAP MOLSON COORS BEVERAGE CO 0.1%
Value ($000) $332 Shares 7,333 Est. Cost $46.00 Unrealized +5.5%
VOX VANGUARD WORLD FD 0.1%
Value ($000) $331 Shares 1,763 Est. Cost $187.73 Unrealized
IWC ISHARES TR 0.1%
Value ($000) $329 Shares 2,209 Est. Cost $116.03 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $328 Shares 923 Est. Cost $169.45 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $325 Shares 3,132 Est. Cost $65.58 Unrealized +57.4%
KIM KIMCO RLTY CORP 0.1%
Value ($000) $319 Shares 14,613 Est. Cost $21.29 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $317 Shares 2,354 Est. Cost $211.30 Unrealized -25.5%
XBI SPDR SERIES TRUST 0.1%
Value ($000) $316 Shares 3,157 Est. Cost $90.38 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $316 Shares 1,550 Est. Cost $166.09 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $307 Shares 7,824 Est. Cost $36.37 Unrealized +18.8%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $306 Shares 3,425 Est. Cost $82.83 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $305 Shares 1,434 Est. Cost $79.10 Unrealized +175.3%
ARLP ALLIANCE RESOURCE PARTNERS L 0.1%
Value ($000) $303 Shares 12,000 Est. Cost $18.49 Unrealized
RRC RANGE RES CORP 0.1%
Value ($000) $300 Shares 7,975 Est. Cost $38.47 Unrealized -7.2%
SHEL SHELL PLC 0.1%
Value ($000) $296 Shares 4,132 Est. Cost $59.41 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $288 Shares 1,217 Est. Cost $199.42 Unrealized +11.9%
UAL UNITED AIRLS HLDGS INC 0.1%
Value ($000) $286 Shares 2,961 Est. Cost $73.67 Unrealized +30.5%
BX BLACKSTONE INC 0.1%
Value ($000) $272 Shares 1,592 Est. Cost $168.86 Unrealized +0.4%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $262 Shares 8,203 Est. Cost $31.09 Unrealized +4.3%
CLSK CLEANSPARK INC 0.1%
Value ($000) $251 Shares 17,340 Est. Cost $12.48 Unrealized -9.6%
SYK STRYKER CORPORATION 0.1%
Value ($000) $227 Shares 613 Est. Cost $334.84 Unrealized +14.8%
DCOR DIMENSIONAL ETF TRUST 0.1%
Value ($000) $217 Shares 3,020 Est. Cost $58.65 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $216 Shares 451 Est. Cost $479.61 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $205 Shares 690 Est. Cost $384.17 Unrealized -16.8%
WSR WHITESTONE REIT 0.1%
Value ($000) $196 Shares 16,000 Est. Cost $12.28 Unrealized
PCG PG&E CORP 0.1%
Value ($000) $194 Shares 12,875 Est. Cost $16.45 Unrealized -11.8%
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $167 Shares 16,392 Est. Cost $16.69 Unrealized -31.9%
EGY VAALCO ENERGY INC 0.0%
Value ($000) $143 Shares 35,473 Est. Cost $3.84 Unrealized -2.3%
VIRTUS TOTAL RETURN FD INC 0.0%
Value ($000) $79 Shares 12,267 Est. Cost $5.93 Unrealized