Aries Wealth Management Diversified Active

CIK: 0001729515 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 20, 2021

Total Value ($000): $222,617 (100.0% shares, 0.0% debt)

Holdings (175)

SPTS SPDR SER TR 6.6%
Value ($000) $14,598 Shares 476,110 Est. Cost $30.20 Unrealized
AAPL APPLE INC 5.8%
Value ($000) $12,830 Shares 97,173 Est. Cost $88.11 Unrealized +41.9%
MSFT MICROSOFT CORP 4.2%
Value ($000) $9,273 Shares 36,279 Est. Cost $88.29 Unrealized +152.5%
VB VANGUARD INDEX FDS 3.5%
Value ($000) $7,823 Shares 35,653 Est. Cost $153.91 Unrealized
VO VANGUARD INDEX FDS 3.0%
Value ($000) $6,656 Shares 29,136 Est. Cost $159.18 Unrealized
IGSB ISHARES TR 2.3%
Value ($000) $5,210 Shares 95,204 Est. Cost $66.30 Unrealized
SDY SPDR SER TR 2.3%
Value ($000) $5,196 Shares 43,292 Est. Cost $95.60 Unrealized
VUG VANGUARD INDEX FDS 2.3%
Value ($000) $5,060 Shares 18,595 Est. Cost $149.73 Unrealized
SPY SPDR S&P 500 ETF TR 2.2%
Value ($000) $4,914 Shares 11,944 Est. Cost $282.14 Unrealized
HD HOME DEPOT INC 2.2%
Value ($000) $4,856 Shares 15,175 Est. Cost $156.63 Unrealized +56.1%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $4,509 Shares 28,193 Est. Cost $110.86 Unrealized +27.0%
CAT CATERPILLAR INC 1.9%
Value ($000) $4,318 Shares 18,564 Est. Cost $115.77 Unrealized +63.3%
AMZN AMAZON COM INC 1.7%
Value ($000) $3,853 Shares 1,156 Est. Cost $63.39 Unrealized +150.0%
META FACEBOOK INC 1.4%
Value ($000) $3,154 Shares 10,414 Est. Cost $176.54 Unrealized +51.5%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $3,093 Shares 53,953 Est. Cost $56.54 Unrealized -23.4%
EFA ISHARES TR 1.3%
Value ($000) $2,838 Shares 36,352 Est. Cost $70.51 Unrealized
V VISA INC 1.3%
Value ($000) $2,785 Shares 12,545 Est. Cost $128.56 Unrealized +58.0%
GOOGL ALPHABET INC 1.3%
Value ($000) $2,784 Shares 1,242 Est. Cost $54.60 Unrealized +79.4%
IWV ISHARES TR 1.2%
Value ($000) $2,668 Shares 10,833 Est. Cost $165.88 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $2,582 Shares 17,075 Est. Cost $90.19 Unrealized +41.1%
FLRN SPDR SER TR 1.1%
Value ($000) $2,522 Shares 82,350 Est. Cost $30.55 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 1.1%
Value ($000) $2,509 Shares 49,470 Est. Cost $50.62 Unrealized
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $2,498 Shares 18,425 Est. Cost $77.90 Unrealized +48.5%
WMT WALMART INC 1.1%
Value ($000) $2,444 Shares 17,539 Est. Cost $28.47 Unrealized +52.1%
MRK MERCK & CO. INC 1.0%
Value ($000) $2,282 Shares 29,875 Est. Cost $51.82 Unrealized +21.7%
VWO VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $2,260 Shares 43,335 Est. Cost $47.94 Unrealized
PEP PEPSICO INC 1.0%
Value ($000) $2,256 Shares 15,872 Est. Cost $91.70 Unrealized +28.6%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $2,209 Shares 4,620 Est. Cost $221.60 Unrealized +112.6%
QUAL ISHARES TR 0.9%
Value ($000) $2,098 Shares 16,700 Est. Cost $90.88 Unrealized
BSV VANGUARD BD INDEX FDS 0.9%
Value ($000) $2,054 Shares 24,980 Est. Cost $80.80 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $2,026 Shares 44,198 Est. Cost $33.07 Unrealized
INTC INTEL CORP 0.9%
Value ($000) $1,964 Shares 30,591 Est. Cost $40.26 Unrealized +34.4%
ITW ILLINOIS TOOL WKS INC 0.9%
Value ($000) $1,959 Shares 8,840 Est. Cost $132.81 Unrealized +39.3%
ABT ABBOTT LABS 0.9%
Value ($000) $1,957 Shares 16,111 Est. Cost $58.46 Unrealized +85.8%
INDB INDEPENDENT BANK CORP MASS 0.8%
Value ($000) $1,865 Shares 22,690 Est. Cost $56.20 Unrealized +26.0%
TREX TREX CO INC 0.8%
Value ($000) $1,730 Shares 17,200 Est. Cost $48.20 Unrealized +95.1%
DIS DISNEY WALT CO 0.7%
Value ($000) $1,604 Shares 8,556 Est. Cost $117.38 Unrealized +53.5%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $1,590 Shares 11,987 Est. Cost $98.43 Unrealized -0.4%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $1,504 Shares 23,571 Est. Cost $45.98 Unrealized +11.0%
PFE PFIZER INC 0.7%
Value ($000) $1,471 Shares 39,586 Est. Cost $25.25 Unrealized +11.0%
VCSH VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $1,453 Shares 17,592 Est. Cost $79.59 Unrealized
USMV ISHARES TR 0.6%
Value ($000) $1,351 Shares 19,024 Est. Cost $59.05 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $1,323 Shares 5,743 Est. Cost $145.13 Unrealized +31.8%
NKE NIKE INC 0.6%
Value ($000) $1,251 Shares 9,456 Est. Cost $65.84 Unrealized +96.8%
CB CHUBB LIMITED 0.6%
Value ($000) $1,251 Shares 7,624 Est. Cost $128.25 Unrealized +17.2%
VLUE ISHARES TR 0.6%
Value ($000) $1,250 Shares 12,027 Est. Cost $75.33 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,246 Shares 11,768 Est. Cost $70.81 Unrealized +25.6%
MMM 3M CO 0.6%
Value ($000) $1,233 Shares 6,267 Est. Cost $143.27 Unrealized -12.7%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1,221 Shares 15,373 Est. Cost $60.41 Unrealized +15.8%
CSCO CISCO SYS INC 0.5%
Value ($000) $1,218 Shares 23,714 Est. Cost $33.53 Unrealized +21.1%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,216 Shares 3,349 Est. Cost $170.45 Unrealized +93.5%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,195 Shares 11,458 Est. Cost $82.12 Unrealized -3.1%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $1,176 Shares 6,180 Est. Cost $96.07 Unrealized +57.5%
VTIP VANGUARD MALVERN FDS 0.5%
Value ($000) $1,138 Shares 22,000 Est. Cost $50.06 Unrealized
CI CIGNA CORP NEW 0.5%
Value ($000) $1,133 Shares 4,544 Est. Cost $189.83 Unrealized +7.6%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,101 Shares 2,932 Est. Cost $255.86 Unrealized +24.9%
BIV VANGUARD BD INDEX FDS 0.5%
Value ($000) $1,077 Shares 12,105 Est. Cost $90.97 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $1,072 Shares 5,609 Est. Cost $128.23 Unrealized +22.2%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,048 Shares 3,684 Est. Cost $178.76 Unrealized +35.0%
EEM ISHARES TR 0.4%
Value ($000) $989 Shares 18,419 Est. Cost $41.57 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $976 Shares 2,581 Est. Cost $284.24 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $969 Shares 4,806 Est. Cost $74.83 Unrealized +109.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $959 Shares 3,586 Est. Cost $197.54 Unrealized +22.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $936 Shares 12,011 Est. Cost $55.77 Unrealized +17.0%
UNP UNION PAC CORP 0.4%
Value ($000) $924 Shares 4,152 Est. Cost $143.86 Unrealized +30.7%
HON HONEYWELL INTL INC 0.4%
Value ($000) $914 Shares 3,983 Est. Cost $113.45 Unrealized +55.7%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $850 Shares 5,640 Est. Cost $129.70 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $839 Shares 6,691 Est. Cost $81.35 Unrealized +31.6%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $835 Shares 15,673 Est. Cost $31.00 Unrealized +48.9%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $806 Shares 6,022 Est. Cost $75.62 Unrealized +43.0%
KO COCA COLA CO 0.3%
Value ($000) $772 Shares 14,551 Est. Cost $36.79 Unrealized +17.9%
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $754 Shares 12,143 Est. Cost $56.65 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $748 Shares 4,596 Est. Cost $150.67 Unrealized
TMUS T-MOBILE US INC 0.3%
Value ($000) $734 Shares 5,649 Est. Cost $70.45 Unrealized +72.8%
GENERAL ELECTRIC CO 0.3%
Value ($000) $732 Shares 53,538 Est. Cost $13.12 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $714 Shares 9,028 Est. Cost $63.65 Unrealized +8.1%
FDX FEDEX CORP 0.3%
Value ($000) $714 Shares 2,482 Est. Cost $193.19 Unrealized +21.2%
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $703 Shares 8,264 Est. Cost $83.41 Unrealized
BLACKROCK INC 0.3%
Value ($000) $667 Shares 833 Est. Cost $487.05 Unrealized
EMR EMERSON ELEC CO 0.3%
Value ($000) $665 Shares 7,267 Est. Cost $55.91 Unrealized +39.2%
SBUX STARBUCKS CORP 0.3%
Value ($000) $640 Shares 5,556 Est. Cost $49.56 Unrealized +89.7%
FTSM FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $636 Shares 10,600 Est. Cost $60.01 Unrealized
DHR DANAHER CORPORATION 0.3%
Value ($000) $617 Shares 2,599 Est. Cost $91.61 Unrealized +116.9%
LINDE PLC 0.3%
Value ($000) $606 Shares 2,127 Est. Cost $239.94 Unrealized
KKR KKR & CO INC 0.3%
Value ($000) $593 Shares 11,160 Est. Cost $24.47 Unrealized +75.2%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $591 Shares 12,013 Est. Cost $30.19 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $584 Shares 5,009 Est. Cost $117.00 Unrealized
AZN ASTRAZENECA PLC 0.3%
Value ($000) $583 Shares 11,695 Est. Cost $37.45 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.3%
Value ($000) $559 Shares 5,400 Est. Cost $55.35 Unrealized +86.5%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $548 Shares 4,025 Est. Cost $88.70 Unrealized +25.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $518 Shares 3,511 Est. Cost $86.47 Unrealized +43.8%
CVS CVS HEALTH CORP 0.2%
Value ($000) $517 Shares 6,881 Est. Cost $55.25 Unrealized +12.7%
IDXX IDEXX LABS INC 0.2%
Value ($000) $514 Shares 1,000 Est. Cost $163.09 Unrealized +207.2%
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $501 Shares 9,876 Est. Cost $40.02 Unrealized
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $496 Shares 7,487 Est. Cost $57.09 Unrealized +6.9%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $485 Shares 2,263 Est. Cost $145.91 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $481 Shares 2,630 Est. Cost $104.77 Unrealized +77.6%
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value ($000) $479 Shares 5,050 Est. Cost $29.95 Unrealized +49.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $477 Shares 3,847 Est. Cost $70.80 Unrealized +43.6%
TJX TJX COS INC NEW 0.2%
Value ($000) $466 Shares 6,797 Est. Cost $47.09 Unrealized +32.3%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $464 Shares 1,227 Est. Cost $207.20 Unrealized +63.9%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $459 Shares 2,950 Est. Cost $110.49 Unrealized +20.5%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $452 Shares 7,609 Est. Cost $53.12 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $450 Shares 2,252 Est. Cost $99.45 Unrealized +68.4%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $438 Shares 7,506 Est. Cost $38.28 Unrealized +30.1%
T AT&T INC 0.2%
Value ($000) $427 Shares 14,359 Est. Cost $14.80 Unrealized +9.1%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $424 Shares 1,852 Est. Cost $168.65 Unrealized +23.3%
NUVEEN MUN VALUE FD INC 0.2%
Value ($000) $416 Shares 36,500 Est. Cost $10.03 Unrealized
RNR RENAISSANCERE HLDGS LTD 0.2%
Value ($000) $411 Shares 2,400 Est. Cost $134.26 Unrealized +20.3%
STT STATE STR CORP 0.2%
Value ($000) $406 Shares 4,686 Est. Cost $72.19 Unrealized -8.5%
GOOG ALPHABET INC 0.2%
Value ($000) $404 Shares 179 Est. Cost $51.81 Unrealized +90.1%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $403 Shares 2,775 Est. Cost $145.23 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $401 Shares 1,572 Est. Cost $228.11 Unrealized 0.0%
ECL ECOLAB INC 0.2%
Value ($000) $392 Shares 1,793 Est. Cost $187.08 Unrealized +7.7%
HXL HEXCEL CORP NEW 0.2%
Value ($000) $385 Shares 6,800 Est. Cost $60.79 Unrealized -13.3%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $377 Shares 2,677 Est. Cost $84.46 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $369 Shares 10,488 Est. Cost $26.34 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $367 Shares 600 Est. Cost $12.20 Unrealized +9.9%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $361 Shares 698 Est. Cost $30.98 Unrealized 0.0%
ORCL ORACLE CORP 0.2%
Value ($000) $360 Shares 4,691 Est. Cost $48.99 Unrealized +23.7%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $356 Shares 1,471 Est. Cost $167.53 Unrealized +14.8%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $353 Shares 2,006 Est. Cost $82.92 Unrealized +59.2%
TOTL SSGA ACTIVE ETF TR 0.2%
Value ($000) $351 Shares 7,267 Est. Cost $48.51 Unrealized
AMLP ALPS ETF TR 0.2%
Value ($000) $340 Shares 10,800 Est. Cost $24.72 Unrealized
FSK FS KKR CAP CORP 0.2%
Value ($000) $338 Shares 16,600 Est. Cost $9.32 Unrealized 0.0%
EEMV ISHARES INC 0.1%
Value ($000) $328 Shares 5,216 Est. Cost $57.57 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $322 Shares 410 Est. Cost $249.58 Unrealized +0.8%
XNTK SPDR SER TR 0.1%
Value ($000) $318 Shares 2,100 Est. Cost $99.52 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $316 Shares 1,814 Est. Cost $138.96 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $315 Shares 617 Est. Cost $307.08 Unrealized +52.2%
PI IMPINJ INC 0.1%
Value ($000) $309 Shares 5,630 Est. Cost $34.84 Unrealized +69.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $309 Shares 3,890 Est. Cost $50.76 Unrealized +41.1%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $308 Shares 915 Est. Cost $248.09 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $296 Shares 1,186 Est. Cost $213.93 Unrealized +5.5%
IJR ISHARES TR 0.1%
Value ($000) $296 Shares 2,690 Est. Cost $97.77 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $294 Shares 1,102 Est. Cost $187.90 Unrealized +34.1%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $289 Shares 3,327 Est. Cost $78.77 Unrealized 0.0%
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $287 Shares 1,664 Est. Cost $129.21 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $286 Shares 400 Est. Cost $45.67 Unrealized +69.2%
IGM ISHARES TR 0.1%
Value ($000) $281 Shares 735 Est. Cost $278.91 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $279 Shares 1,659 Est. Cost $110.02 Unrealized +35.2%
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $276 Shares 4,085 Est. Cost $66.36 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $274 Shares 4,742 Est. Cost $33.13 Unrealized +27.5%
NFLX NETFLIX INC 0.1%
Value ($000) $270 Shares 500 Est. Cost $42.56 Unrealized +24.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $268 Shares 2,300 Est. Cost $114.80 Unrealized +5.0%
D DOMINION ENERGY INC 0.1%
Value ($000) $261 Shares 3,373 Est. Cost $61.93 Unrealized -5.6%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $260 Shares 6,976 Est. Cost $28.39 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $244 Shares 1,280 Est. Cost $161.42 Unrealized +9.9%
NORDSTROM INC 0.1%
Value ($000) $241 Shares 6,483 Est. Cost $34.24 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $240 Shares 3,166 Est. Cost $75.81 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $238 Shares 2,528 Est. Cost $83.07 Unrealized
TOTAL SE 0.1%
Value ($000) $234 Shares 5,146 Est. Cost $45.47 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $234 Shares 3,541 Est. Cost $48.86 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $231 Shares 690 Est. Cost $276.90 Unrealized 0.0%
KOD KODIAK SCIENCES INC 0.1%
Value ($000) $231 Shares 2,000 Est. Cost $111.49 Unrealized +22.5%
FRCB FIRST REP BK SAN FRANCISCO C 0.1%
Value ($000) $229 Shares 1,321 Est. Cost $159.91 Unrealized 0.0%
UNILEVER PLC 0.1%
Value ($000) $229 Shares 4,040 Est. Cost $60.64 Unrealized
HORIZON THERAPEUTICS PUB L 0.1%
Value ($000) $229 Shares 2,500 Est. Cost $91.60 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $227 Shares 1,279 Est. Cost $169.22 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $227 Shares 2,860 Est. Cost $47.97 Unrealized +35.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $226 Shares 1,679 Est. Cost $124.71 Unrealized +4.0%
NWN NORTHWEST NAT HLDG CO 0.1%
Value ($000) $221 Shares 4,036 Est. Cost $47.98 Unrealized 0.0%
SPLUNK INC 0.1%
Value ($000) $219 Shares 1,500 Est. Cost $198.67 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $214 Shares 1,777 Est. Cost $97.70 Unrealized 0.0%
CCK CROWN HLDGS INC 0.1%
Value ($000) $213 Shares 2,000 Est. Cost $91.62 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $205 Shares 4,000 Est. Cost $30.41 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $205 Shares 3,382 Est. Cost $48.95 Unrealized 0.0%
QS QUANTUMSCAPE CORP 0.1%
Value ($000) $204 Shares 5,000 Est. Cost $36.62 Unrealized +43.2%
MAGENTA THERAPEUTICS INC 0.1%
Value ($000) $198 Shares 18,000 Est. Cost $13.81 Unrealized
ZYNGA INC 0.1%
Value ($000) $127 Shares 12,000 Est. Cost $5.51 Unrealized
FLUENT INC 0.0%
Value ($000) $101 Shares 25,200 Est. Cost $3.59 Unrealized
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $99 Shares 19,296 Est. Cost $4.98 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $64 Shares 15,200 Est. Cost $4.18 Unrealized +14.2%
VERASTEM INC 0.0%
Value ($000) $54 Shares 20,000 Est. Cost $2.13 Unrealized
CORBUS PHARMACEUTICALS HLDGS 0.0%
Value ($000) $41 Shares 23,400 Est. Cost $3.99 Unrealized