Prosperity Financial Group, Inc. Diversified Active

CIK: 0001991334 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 7, 2025

Total Value ($000): $200,855 (100.0% shares, 0.0% debt)

Holdings (174)

AAPL APPLE INC 7.2%
Value ($000) $14,448 Shares 57,694 Est. Cost $147.42 Unrealized +59.1%
NVDA NVIDIA CORPORATION 4.6%
Value ($000) $9,324 Shares 69,429 Est. Cost $102.31 Unrealized +34.7%
MSFT MICROSOFT CORP 4.1%
Value ($000) $8,233 Shares 19,533 Est. Cost $268.64 Unrealized +57.2%
LMBS FIRST TR EXCHANGE-TRADED FD 3.4%
Value ($000) $6,732 Shares 138,317 Est. Cost $48.41 Unrealized
PVAL PUTNAM ETF TRUST 2.5%
Value ($000) $5,048 Shares 135,998 Est. Cost $28.35 Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 2.3%
Value ($000) $4,526 Shares 161,462 Est. Cost $23.64 Unrealized
PGRO PUTNAM ETF TRUST 2.2%
Value ($000) $4,511 Shares 116,297 Est. Cost $31.48 Unrealized
AIRR FIRST TR EXCHANGE-TRADED FD 2.0%
Value ($000) $4,055 Shares 52,633 Est. Cost $71.95 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 2.0%
Value ($000) $3,990 Shares 62,886 Est. Cost $50.37 Unrealized
GOOGL ALPHABET INC 1.8%
Value ($000) $3,662 Shares 19,346 Est. Cost $110.71 Unrealized +57.3%
ISPY PROSHARES TR 1.8%
Value ($000) $3,616 Shares 81,637 Est. Cost $42.96 Unrealized
SMIZ ZACKS TRUST 1.7%
Value ($000) $3,452 Shares 104,034 Est. Cost $33.10 Unrealized
MISL FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $3,349 Shares 110,033 Est. Cost $30.37 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $3,336 Shares 15,207 Est. Cost $117.42 Unrealized +74.2%
AVLV AMERICAN CENTY ETF TR 1.6%
Value ($000) $3,262 Shares 48,847 Est. Cost $58.75 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 1.6%
Value ($000) $3,220 Shares 43,501 Est. Cost $74.02 Unrealized
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $2,987 Shares 3,260 Est. Cost $528.08 Unrealized +74.7%
PLTR PALANTIR TECHNOLOGIES INC 1.4%
Value ($000) $2,824 Shares 37,340 Est. Cost $18.27 Unrealized +218.7%
JEPQ J P MORGAN EXCHANGE TRADED F 1.4%
Value ($000) $2,717 Shares 48,184 Est. Cost $47.05 Unrealized
GJUN FIRST TR EXCHNG TRADED FD VI 1.3%
Value ($000) $2,684 Shares 74,567 Est. Cost $29.90 Unrealized
FRTY THE ALGER ETF TRUST 1.3%
Value ($000) $2,607 Shares 139,391 Est. Cost $17.22 Unrealized
AVGO BROADCOM INC 1.3%
Value ($000) $2,599 Shares 11,209 Est. Cost $153.61 Unrealized +19.0%
JEPI J P MORGAN EXCHANGE TRADED F 1.3%
Value ($000) $2,554 Shares 44,386 Est. Cost $54.46 Unrealized
TSLA TESLA INC 1.3%
Value ($000) $2,545 Shares 6,303 Est. Cost $238.05 Unrealized +35.2%
SKYY FIRST TR EXCHANGE TRADED FD 1.2%
Value ($000) $2,506 Shares 21,036 Est. Cost $70.68 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $2,477 Shares 102,173 Est. Cost $22.19 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $2,396 Shares 30,544 Est. Cost $60.40 Unrealized
QGRO AMERICAN CENTY ETF TR 1.1%
Value ($000) $2,186 Shares 21,923 Est. Cost $83.60 Unrealized
IJH ISHARES TR 1.1%
Value ($000) $2,180 Shares 34,991 Est. Cost $68.14 Unrealized
META META PLATFORMS INC 1.0%
Value ($000) $2,106 Shares 3,597 Est. Cost $242.83 Unrealized +140.8%
PBDC PUTNAM ETF TRUST 1.0%
Value ($000) $1,935 Shares 56,213 Est. Cost $32.79 Unrealized
PAVE GLOBAL X FDS 0.9%
Value ($000) $1,830 Shares 45,278 Est. Cost $36.05 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $1,802 Shares 3,074 Est. Cost $419.86 Unrealized
FFOG FRANKLIN TEMPLETON ETF TR 0.9%
Value ($000) $1,729 Shares 43,266 Est. Cost $35.07 Unrealized
V VISA INC 0.8%
Value ($000) $1,672 Shares 5,289 Est. Cost $221.44 Unrealized +34.7%
HD HOME DEPOT INC 0.8%
Value ($000) $1,632 Shares 4,196 Est. Cost $288.16 Unrealized +37.9%
PJFG PGIM ETF TR 0.8%
Value ($000) $1,626 Shares 17,094 Est. Cost $92.12 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.8%
Value ($000) $1,583 Shares 6,864 Est. Cost $107.10 Unrealized +103.7%
LLY ELI LILLY & CO 0.8%
Value ($000) $1,570 Shares 2,034 Est. Cost $460.77 Unrealized +78.2%
ACGR AMERICAN CENTY ETF TR 0.7%
Value ($000) $1,501 Shares 25,994 Est. Cost $41.44 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $1,484 Shares 6,192 Est. Cost $146.37 Unrealized +55.8%
QMAR FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $1,462 Shares 49,119 Est. Cost $28.25 Unrealized
SOXX ISHARES TR 0.7%
Value ($000) $1,369 Shares 6,352 Est. Cost $281.33 Unrealized
ETN EATON CORP PLC 0.6%
Value ($000) $1,272 Shares 3,833 Est. Cost $300.80 Unrealized +15.4%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.6%
Value ($000) $1,250 Shares 44,595 Est. Cost $28.02 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.6%
Value ($000) $1,223 Shares 5,757 Est. Cost $162.23 Unrealized +34.2%
DBEF DBX ETF TR 0.6%
Value ($000) $1,111 Shares 26,840 Est. Cost $41.99 Unrealized
SPYM SPDR SER TR 0.5%
Value ($000) $1,091 Shares 15,819 Est. Cost $53.93 Unrealized
DTCR GLOBAL X FDS 0.5%
Value ($000) $1,084 Shares 65,494 Est. Cost $16.55 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,074 Shares 12,227 Est. Cost $87.82 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $1,008 Shares 8,348 Est. Cost $133.36 Unrealized +7.9%
KNG FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $992 Shares 19,766 Est. Cost $50.02 Unrealized
SPTM SPDR SER TR 0.5%
Value ($000) $971 Shares 13,596 Est. Cost $59.90 Unrealized
RACE FERRARI N V 0.5%
Value ($000) $969 Shares 2,281 Est. Cost $295.15 Unrealized +52.9%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $965 Shares 1,908 Est. Cost $502.38 Unrealized +10.1%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $944 Shares 2,684 Est. Cost $266.92 Unrealized +32.9%
GOOG ALPHABET INC 0.5%
Value ($000) $930 Shares 4,884 Est. Cost $111.13 Unrealized +58.1%
GSLC GOLDMAN SACHS ETF TR 0.4%
Value ($000) $885 Shares 7,682 Est. Cost $104.38 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.4%
Value ($000) $862 Shares 17,425 Est. Cost $49.45 Unrealized
HFXI NEW YORK LIFE INVESTMENTS ET 0.4%
Value ($000) $851 Shares 32,666 Est. Cost $27.64 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $848 Shares 800 Est. Cost $119.70 Unrealized +69.2%
ABBV ABBVIE INC 0.4%
Value ($000) $819 Shares 4,608 Est. Cost $140.49 Unrealized +26.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $797 Shares 1,759 Est. Cost $360.10 Unrealized +28.2%
WMT WALMART INC 0.4%
Value ($000) $794 Shares 8,792 Est. Cost $54.96 Unrealized +56.1%
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $782 Shares 3,888 Est. Cost $163.93 Unrealized +24.6%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $781 Shares 1,483 Est. Cost $363.02 Unrealized +41.8%
CAT CATERPILLAR INC 0.4%
Value ($000) $780 Shares 2,149 Est. Cost $248.72 Unrealized +53.5%
CSM PROSHARES TR 0.4%
Value ($000) $764 Shares 11,550 Est. Cost $45.18 Unrealized
IOT SAMSARA INC 0.4%
Value ($000) $764 Shares 17,477 Est. Cost $37.44 Unrealized +31.4%
FTRB FEDERATED HERMES ETF TRUST 0.4%
Value ($000) $762 Shares 30,874 Est. Cost $24.68 Unrealized
AFMC FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $751 Shares 23,792 Est. Cost $30.58 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $716 Shares 1,744 Est. Cost $300.20 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $710 Shares 1,206 Est. Cost $452.45 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $702 Shares 4,185 Est. Cost $134.22 Unrealized +23.5%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $694 Shares 4,797 Est. Cost $155.27 Unrealized -3.7%
FLCV FEDERATED HERMES ETF TRUST 0.3%
Value ($000) $683 Shares 25,190 Est. Cost $27.12 Unrealized
KLAC KLA CORP 0.3%
Value ($000) $666 Shares 1,057 Est. Cost $366.74 Unrealized +82.4%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $642 Shares 1,289 Est. Cost $375.11 Unrealized +34.1%
RECS COLUMBIA ETF TR I 0.3%
Value ($000) $640 Shares 18,489 Est. Cost $33.98 Unrealized
SHLD GLOBAL X FDS 0.3%
Value ($000) $639 Shares 17,068 Est. Cost $37.23 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $612 Shares 1,173 Est. Cost $362.68 Unrealized +43.6%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $566 Shares 3,908 Est. Cost $151.73 Unrealized -4.1%
PDP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $556 Shares 5,165 Est. Cost $71.05 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $532 Shares 6,464 Est. Cost $60.46 Unrealized +39.8%
PPA INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $526 Shares 4,589 Est. Cost $101.57 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.3%
Value ($000) $517 Shares 874 Est. Cost $716.72 Unrealized 0.0%
INQQ EXCHANGE TRADED CONCEPTS TRU 0.3%
Value ($000) $515 Shares 31,839 Est. Cost $14.45 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.3%
Value ($000) $514 Shares 2,793 Est. Cost $151.72 Unrealized +14.3%
FLUD FRANKLIN TEMPLETON ETF TR 0.3%
Value ($000) $513 Shares 20,671 Est. Cost $24.92 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $500 Shares 2,064 Est. Cost $178.27 Unrealized
HUBS HUBSPOT INC 0.2%
Value ($000) $496 Shares 712 Est. Cost $517.69 Unrealized +24.2%
MGM MGM RESORTS INTERNATIONAL 0.2%
Value ($000) $494 Shares 14,249 Est. Cost $37.15 Unrealized +1.8%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $491 Shares 960 Est. Cost $511.45 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $466 Shares 3,903 Est. Cost $117.81 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $456 Shares 12,715 Est. Cost $36.38 Unrealized
GAIN GLADSTONE INVT CORP 0.2%
Value ($000) $452 Shares 34,100 Est. Cost $8.62 Unrealized +39.2%
COIN COINBASE GLOBAL INC 0.2%
Value ($000) $447 Shares 1,800 Est. Cost $253.86 Unrealized 0.0%
DE DEERE & CO 0.2%
Value ($000) $432 Shares 1,020 Est. Cost $385.62 Unrealized +7.4%
ADBE ADOBE INC 0.2%
Value ($000) $427 Shares 961 Est. Cost $392.54 Unrealized +26.1%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $424 Shares 2,507 Est. Cost $145.92 Unrealized
LNTH LANTHEUS HLDGS INC 0.2%
Value ($000) $422 Shares 4,712 Est. Cost $69.03 Unrealized +41.1%
TXT TEXTRON INC 0.2%
Value ($000) $419 Shares 5,483 Est. Cost $74.26 Unrealized +12.7%
CRM SALESFORCE INC 0.2%
Value ($000) $415 Shares 1,242 Est. Cost $245.63 Unrealized +29.0%
EME EMCOR GROUP INC 0.2%
Value ($000) $415 Shares 915 Est. Cost $359.33 Unrealized +31.4%
CSCO CISCO SYS INC 0.2%
Value ($000) $398 Shares 6,727 Est. Cost $41.85 Unrealized +32.3%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $389 Shares 1,344 Est. Cost $220.23 Unrealized
KBR KBR INC 0.2%
Value ($000) $384 Shares 6,623 Est. Cost $55.10 Unrealized +14.0%
SNSR GLOBAL X FDS 0.2%
Value ($000) $376 Shares 10,763 Est. Cost $34.46 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.2%
Value ($000) $364 Shares 8,705 Est. Cost $41.87 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $364 Shares 10,199 Est. Cost $27.46 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $356 Shares 964 Est. Cost $459.42 Unrealized -10.9%
TDG TRANSDIGM GROUP INC 0.2%
Value ($000) $347 Shares 274 Est. Cost $1047.05 Unrealized +17.4%
DPZ DOMINOS PIZZA INC 0.2%
Value ($000) $341 Shares 813 Est. Cost $388.42 Unrealized +10.4%
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $333 Shares 4,609 Est. Cost $74.98 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $332 Shares 1,510 Est. Cost $142.74 Unrealized +51.5%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $319 Shares 3,728 Est. Cost $85.36 Unrealized
MGC VANGUARD WORLD FD 0.2%
Value ($000) $315 Shares 1,482 Est. Cost $132.40 Unrealized
WDAY WORKDAY INC 0.2%
Value ($000) $304 Shares 1,180 Est. Cost $242.19 Unrealized +5.5%
NOBL PROSHARES TR 0.1%
Value ($000) $301 Shares 3,024 Est. Cost $90.46 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $293 Shares 567 Est. Cost $546.75 Unrealized +3.1%
BIL SPDR SER TR 0.1%
Value ($000) $290 Shares 3,177 Est. Cost $91.43 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $285 Shares 710 Est. Cost $365.69 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $283 Shares 4,740 Est. Cost $59.43 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $275 Shares 309 Est. Cost $62.46 Unrealized +31.8%
SHV ISHARES TR 0.1%
Value ($000) $274 Shares 2,484 Est. Cost $110.11 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $269 Shares 423 Est. Cost $502.55 Unrealized +30.4%
EQIX EQUINIX INC 0.1%
Value ($000) $268 Shares 284 Est. Cost $803.71 Unrealized +11.7%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $265 Shares 3,500 Est. Cost $18.27 Unrealized +218.7%
SLV ISHARES SILVER TR 0.1%
Value ($000) $263 Shares 9,972 Est. Cost $26.56 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $262 Shares 16,057 Est. Cost $17.39 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $262 Shares 783 Est. Cost $273.61 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.1%
Value ($000) $261 Shares 2,609 Est. Cost $99.92 Unrealized
AVUS AMERICAN CENTY ETF TR 0.1%
Value ($000) $258 Shares 2,658 Est. Cost $88.87 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $255 Shares 2,256 Est. Cost $98.97 Unrealized +14.5%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $254 Shares 599 Est. Cost $333.48 Unrealized +31.1%
CLH CLEAN HARBORS INC 0.1%
Value ($000) $254 Shares 1,102 Est. Cost $248.40 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $253 Shares 1,143 Est. Cost $187.63 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $246 Shares 2,310 Est. Cost $97.26 Unrealized 0.0%
WELL WELLTOWER INC 0.1%
Value ($000) $242 Shares 1,919 Est. Cost $113.83 Unrealized +13.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $241 Shares 2,243 Est. Cost $101.10 Unrealized +11.1%
XAR SPDR SER TR 0.1%
Value ($000) $236 Shares 1,426 Est. Cost $111.25 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $233 Shares 8,782 Est. Cost $35.55 Unrealized -29.3%
STRL STERLING INFRASTRUCTURE INC 0.1%
Value ($000) $233 Shares 1,381 Est. Cost $172.73 Unrealized 0.0%
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $228 Shares 7,491 Est. Cost $27.96 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $226 Shares 1,388 Est. Cost $144.06 Unrealized +22.4%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $222 Shares 581 Est. Cost $326.48 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $221 Shares 1,452 Est. Cost $157.96 Unrealized -0.9%
OPER ETF SER SOLUTIONS 0.1%
Value ($000) $220 Shares 2,201 Est. Cost $100.06 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $217 Shares 446 Est. Cost $518.79 Unrealized +1.6%
TWLO TWILIO INC 0.1%
Value ($000) $216 Shares 2,000 Est. Cost $91.39 Unrealized 0.0%
IHI ISHARES TR 0.1%
Value ($000) $216 Shares 3,694 Est. Cost $52.57 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $214 Shares 3,495 Est. Cost $62.60 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $211 Shares 3,384 Est. Cost $65.29 Unrealized -3.4%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $209 Shares 10,650 Est. Cost $11.95 Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $208 Shares 4,308 Est. Cost $48.25 Unrealized
COHR COHERENT CORP 0.1%
Value ($000) $207 Shares 2,184 Est. Cost $100.05 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $207 Shares 706 Est. Cost $287.90 Unrealized 0.0%
CMS CMS ENERGY CORP 0.1%
Value ($000) $201 Shares 3,014 Est. Cost $63.02 Unrealized +5.5%
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $182 Shares 20,000 Est. Cost $9.65 Unrealized 0.0%
HTCR HEARTCORE ENTERPRISES INC 0.1%
Value ($000) $162 Shares 89,000 Est. Cost $1.05 Unrealized +19.3%
CLSK CLEANSPARK INC 0.1%
Value ($000) $105 Shares 11,385 Est. Cost $6.23 Unrealized +94.5%
VIRTUS CONVERTIBLE & INCOME 0.0%
Value ($000) $92 Shares 26,652 Est. Cost $3.40 Unrealized
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $84 Shares 7,800 Est. Cost $7.69 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $72 Shares 18,144 Est. Cost $10.63 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $67 Shares 500 Est. Cost $102.31 Unrealized +34.7%
NIO NIO INC 0.0%
Value ($000) $65 Shares 15,000 Est. Cost $4.36 Unrealized
NIO NIO INC 0.0%
Value ($000) $51 Shares 11,700 Est. Cost $4.36 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $30 Shares 121 Est. Cost $253.86 Unrealized 0.0%
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $28 Shares 2,600 Est. Cost $7.69 Unrealized 0.0%
COMSTOCK INC 0.0%
Value ($000) $23 Shares 29,000 Est. Cost $0.69 Unrealized
LULUS FASHION LOUNGE HOLDING 0.0%
Value ($000) $22 Shares 19,429 Est. Cost $2.53 Unrealized
SLS SELLAS LIFE SCIENCES GROUP I 0.0%
Value ($000) $12 Shares 11,500 Est. Cost $1.14 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $7 Shares 800 Est. Cost $9.65 Unrealized 0.0%
TWLO TWILIO INC 0.0%
Value ($000) $6 Shares 54 Est. Cost $91.39 Unrealized 0.0%