Private Wealth Partners, LLC Diversified Active

CIK: 0001335851 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 4, 2025

Total Value ($000): $1,402,526 (100.0% shares, 0.0% debt)

Holdings (169)

NVDA NVIDIA CORPORATION 11.0%
Value ($000) $153,934 Shares 825,031 Est. Cost $95.51 Unrealized +82.5%
AAPL APPLE INC 8.5%
Value ($000) $118,695 Shares 466,145 Est. Cost $87.09 Unrealized +159.0%
MSFT MICROSOFT CORP 7.6%
Value ($000) $106,231 Shares 205,099 Est. Cost $63.98 Unrealized +695.1%
GOOGL ALPHABET INC 5.6%
Value ($000) $78,821 Shares 324,232 Est. Cost $106.06 Unrealized +97.2%
AMZN AMAZON COM INC 4.5%
Value ($000) $63,421 Shares 288,840 Est. Cost $120.09 Unrealized +88.5%
V VISA INC 3.6%
Value ($000) $50,421 Shares 147,697 Est. Cost $92.78 Unrealized +272.0%
JPM JPMORGAN CHASE & CO. 3.5%
Value ($000) $49,228 Shares 156,066 Est. Cost $55.74 Unrealized +430.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.4%
Value ($000) $48,307 Shares 96,088 Est. Cost $224.07 Unrealized +116.2%
ABBV ABBVIE INC 2.5%
Value ($000) $34,528 Shares 149,122 Est. Cost $87.40 Unrealized +131.1%
GS GOLDMAN SACHS GROUP INC 2.4%
Value ($000) $33,738 Shares 42,366 Est. Cost $192.80 Unrealized +281.1%
TMO THERMO FISHER SCIENTIFIC INC 2.3%
Value ($000) $32,573 Shares 67,158 Est. Cost $189.13 Unrealized +145.7%
GOOG ALPHABET INC 2.3%
Value ($000) $32,231 Shares 132,337 Est. Cost $106.65 Unrealized +96.8%
COST COSTCO WHSL CORP NEW 2.2%
Value ($000) $30,313 Shares 32,748 Est. Cost $196.67 Unrealized +386.5%
CVX CHEVRON CORP NEW 2.0%
Value ($000) $27,923 Shares 179,811 Est. Cost $110.88 Unrealized +37.3%
MRK MERCK & CO INC 1.9%
Value ($000) $26,715 Shares 318,299 Est. Cost $52.48 Unrealized +54.4%
HON HONEYWELL INTL INC 1.8%
Value ($000) $24,827 Shares 117,944 Est. Cost $179.44 Unrealized +15.4%
MCK MCKESSON CORP 1.8%
Value ($000) $24,598 Shares 31,841 Est. Cost $174.71 Unrealized +302.4%
QQQ INVESCO QQQ TR 1.7%
Value ($000) $24,119 Shares 40,174 Est. Cost $252.33 Unrealized
QCOM QUALCOMM INC 1.5%
Value ($000) $20,869 Shares 125,447 Est. Cost $98.50 Unrealized +59.6%
BSX BOSTON SCIENTIFIC CORP 1.4%
Value ($000) $20,031 Shares 205,169 Est. Cost $25.37 Unrealized +308.1%
AMD ADVANCED MICRO DEVICES INC 1.4%
Value ($000) $19,783 Shares 122,274 Est. Cost $118.86 Unrealized +35.8%
DHR DANAHER CORPORATION 1.4%
Value ($000) $19,395 Shares 97,828 Est. Cost $89.76 Unrealized +121.0%
ADBE ADOBE INC 1.3%
Value ($000) $18,712 Shares 53,045 Est. Cost $258.02 Unrealized +39.0%
HD HOME DEPOT INC 1.2%
Value ($000) $16,887 Shares 41,677 Est. Cost $162.29 Unrealized +139.8%
KKR KKR & CO INC 1.2%
Value ($000) $16,178 Shares 124,495 Est. Cost $33.41 Unrealized +324.0%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $14,455 Shares 77,959 Est. Cost $131.75 Unrealized +28.7%
PFE PFIZER INC 1.0%
Value ($000) $13,841 Shares 543,212 Est. Cost $24.83 Unrealized -2.8%
SYK STRYKER CORPORATION 0.8%
Value ($000) $11,218 Shares 30,346 Est. Cost $164.13 Unrealized +134.3%
ZTS ZOETIS INC 0.8%
Value ($000) $10,554 Shares 72,129 Est. Cost $117.19 Unrealized +28.4%
SCHW SCHWAB CHARLES CORP 0.7%
Value ($000) $9,645 Shares 101,029 Est. Cost $67.42 Unrealized +40.2%
MS MORGAN STANLEY 0.6%
Value ($000) $8,782 Shares 55,248 Est. Cost $83.50 Unrealized +75.4%
DIS DISNEY WALT CO 0.6%
Value ($000) $8,385 Shares 73,228 Est. Cost $109.14 Unrealized +7.2%
KMI KINDER MORGAN INC DEL 0.6%
Value ($000) $8,099 Shares 286,090 Est. Cost $15.67 Unrealized +72.1%
FCX FREEPORT-MCMORAN INC 0.6%
Value ($000) $7,954 Shares 202,797 Est. Cost $36.63 Unrealized +17.9%
FTNT FORTINET INC 0.5%
Value ($000) $7,567 Shares 90,000 Est. Cost $48.26 Unrealized +84.9%
META META PLATFORMS INC 0.5%
Value ($000) $6,648 Shares 9,053 Est. Cost $424.72 Unrealized +75.0%
TPG TPG INC 0.5%
Value ($000) $6,542 Shares 113,880 Est. Cost $52.88 Unrealized +11.6%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $6,404 Shares 26,065 Est. Cost $125.54 Unrealized +90.3%
CZR CAESARS ENTERTAINMENT INC NE 0.4%
Value ($000) $6,116 Shares 226,320 Est. Cost $38.02 Unrealized -28.8%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $5,882 Shares 8,830 Est. Cost $416.12 Unrealized
BX BLACKSTONE INC 0.4%
Value ($000) $5,835 Shares 34,154 Est. Cost $51.55 Unrealized +228.7%
MRVL MARVELL TECHNOLOGY INC 0.4%
Value ($000) $5,779 Shares 68,735 Est. Cost $68.81 Unrealized +6.8%
IVV ISHARES TR 0.4%
Value ($000) $5,694 Shares 8,508 Est. Cost $390.04 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $4,709 Shares 14,350 Est. Cost $168.15 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $4,664 Shares 19,679 Est. Cost $187.34 Unrealized +34.2%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $4,602 Shares 8,091 Est. Cost $356.90 Unrealized +60.7%
ORCL ORACLE CORP 0.3%
Value ($000) $4,554 Shares 16,194 Est. Cost $81.56 Unrealized +211.6%
ABT ABBOTT LABS 0.3%
Value ($000) $4,413 Shares 32,949 Est. Cost $92.97 Unrealized +40.5%
MPLX MPLX LP 0.3%
Value ($000) $4,336 Shares 86,800 Est. Cost $48.29 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $4,006 Shares 15,940 Est. Cost $226.20 Unrealized +8.0%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $3,941 Shares 8,097 Est. Cost $325.09 Unrealized +64.2%
PEP PEPSICO INC 0.3%
Value ($000) $3,861 Shares 27,491 Est. Cost $107.83 Unrealized +30.2%
GPIX GOLDMAN SACHS ETF TR 0.3%
Value ($000) $3,852 Shares 73,754 Est. Cost $46.53 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $3,792 Shares 24,680 Est. Cost $123.32 Unrealized +25.6%
LLY ELI LILLY & CO 0.3%
Value ($000) $3,652 Shares 4,787 Est. Cost $578.54 Unrealized +28.3%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $3,522 Shares 10,603 Est. Cost $98.74 Unrealized +220.6%
GLD SPDR GOLD TR 0.2%
Value ($000) $3,432 Shares 9,656 Est. Cost $182.57 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $3,359 Shares 11,053 Est. Cost $157.15 Unrealized +91.8%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $3,319 Shares 106,150 Est. Cost $30.85 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $3,056 Shares 53,521 Est. Cost $56.36 Unrealized
GABELLI DIVID & INCOME TR 0.2%
Value ($000) $2,995 Shares 110,409 Est. Cost $20.68 Unrealized
APO APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $2,852 Shares 21,400 Est. Cost $127.16 Unrealized +10.7%
TSLA TESLA INC 0.2%
Value ($000) $2,733 Shares 6,146 Est. Cost $197.54 Unrealized +75.6%
JGRO J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $2,728 Shares 29,100 Est. Cost $66.05 Unrealized
BANK AMERICA CORP 0.2%
Value ($000) $2,560 Shares 2,000 Est. Cost $1233.94 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $2,094 Shares 9,285 Est. Cost $162.76 Unrealized +31.9%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $1,955 Shares 41,385 Est. Cost $53.59 Unrealized -16.5%
WMT WALMART INC 0.1%
Value ($000) $1,900 Shares 18,437 Est. Cost $53.41 Unrealized +85.8%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,814 Shares 14,655 Est. Cost $72.22 Unrealized +65.9%
ETN EATON CORP PLC 0.1%
Value ($000) $1,811 Shares 4,838 Est. Cost $333.27 Unrealized +9.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,781 Shares 23,595 Est. Cost $59.42 Unrealized +21.5%
QDPL PACER FDS TR 0.1%
Value ($000) $1,716 Shares 40,950 Est. Cost $29.54 Unrealized
CCJ CAMECO CORP 0.1%
Value ($000) $1,694 Shares 20,200 Est. Cost $46.98 Unrealized +64.7%
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,661 Shares 26,409 Est. Cost $52.19 Unrealized
JTEK J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,614 Shares 17,545 Est. Cost $67.51 Unrealized
KR KROGER CO 0.1%
Value ($000) $1,598 Shares 23,711 Est. Cost $39.88 Unrealized +73.2%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $1,597 Shares 2,608 Est. Cost $392.90 Unrealized
GPIQ GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1,587 Shares 30,250 Est. Cost $48.62 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,483 Shares 9,556 Est. Cost $120.75 Unrealized +26.8%
AVGO BROADCOM INC 0.1%
Value ($000) $1,410 Shares 4,273 Est. Cost $169.93 Unrealized +79.9%
NLR VANECK ETF TRUST 0.1%
Value ($000) $1,357 Shares 10,000 Est. Cost $92.22 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $1,338 Shares 9,610 Est. Cost $54.55 Unrealized +156.7%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $1,313 Shares 76,500 Est. Cost $18.72 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $1,307 Shares 1,751 Est. Cost $389.25 Unrealized
SMR NUSCALE PWR CORP 0.1%
Value ($000) $1,274 Shares 35,400 Est. Cost $27.99 Unrealized +42.4%
FDVV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,270 Shares 22,800 Est. Cost $35.62 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $1,270 Shares 1,312 Est. Cost $881.17 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,264 Shares 28,756 Est. Cost $38.12 Unrealized +11.5%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1,218 Shares 5,982 Est. Cost $166.14 Unrealized +15.2%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1,201 Shares 21,638 Est. Cost $99.29 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,189 Shares 14,875 Est. Cost $72.82 Unrealized +16.2%
TEK BLACKROCK ETF TRUST 0.1%
Value ($000) $1,179 Shares 38,000 Est. Cost $27.65 Unrealized
GSST GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1,146 Shares 22,600 Est. Cost $50.33 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1,110 Shares 13,050 Est. Cost $71.12 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1,097 Shares 915 Est. Cost $36.13 Unrealized +237.8%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $1,087 Shares 4,771 Est. Cost $194.68 Unrealized +14.6%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $1,077 Shares 4,134 Est. Cost $162.96 Unrealized +64.1%
DHI D R HORTON INC 0.1%
Value ($000) $1,069 Shares 6,305 Est. Cost $156.63 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $1,018 Shares 30,340 Est. Cost $23.89 Unrealized +1.4%
ARES ARES MANAGEMENT CORPORATION 0.1%
Value ($000) $902 Shares 5,640 Est. Cost $155.27 Unrealized +14.8%
BMRC BANK MARIN BANCORP 0.1%
Value ($000) $898 Shares 36,983 Est. Cost $27.50 Unrealized -14.1%
BKR BAKER HUGHES COMPANY 0.1%
Value ($000) $894 Shares 18,350 Est. Cost $43.83 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $889 Shares 9,400 Est. Cost $109.06 Unrealized -14.5%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $884 Shares 3,585 Est. Cost $270.02 Unrealized -3.5%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $863 Shares 5,922 Est. Cost $102.84 Unrealized +25.2%
BA BOEING CO 0.1%
Value ($000) $844 Shares 3,909 Est. Cost $205.77 Unrealized +9.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $795 Shares 7,053 Est. Cost $71.71 Unrealized +53.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $794 Shares 2,817 Est. Cost $184.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $779 Shares 2,760 Est. Cost $144.19 Unrealized +80.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $754 Shares 1 Est. Cost $729330.75 Unrealized -0.3%
NDAQ NASDAQ INC 0.1%
Value ($000) $709 Shares 8,020 Est. Cost $64.86 Unrealized +42.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $666 Shares 6,000 Est. Cost $68.34 Unrealized +64.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $653 Shares 5,253 Est. Cost $116.21 Unrealized +9.1%
IJH ISHARES TR 0.0%
Value ($000) $646 Shares 9,898 Est. Cost $92.20 Unrealized
ACI ALBERTSONS COS INC 0.0%
Value ($000) $645 Shares 36,830 Est. Cost $18.94 Unrealized +1.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $628 Shares 1,404 Est. Cost $272.61 Unrealized +76.0%
IEFA ISHARES TR 0.0%
Value ($000) $618 Shares 7,081 Est. Cost $67.55 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $578 Shares 4,690 Est. Cost $136.63 Unrealized -10.5%
VLTO VERALTO CORP 0.0%
Value ($000) $567 Shares 5,320 Est. Cost $73.75 Unrealized +42.7%
BAC BANK AMERICA CORP 0.0%
Value ($000) $558 Shares 10,814 Est. Cost $26.08 Unrealized +85.4%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $558 Shares 4,280 Est. Cost $92.03 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $552 Shares 4,100 Est. Cost $84.16 Unrealized +51.3%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $522 Shares 6,950 Est. Cost $74.54 Unrealized 0.0%
HELO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $520 Shares 8,000 Est. Cost $59.68 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $506 Shares 1,500 Est. Cost $339.07 Unrealized 0.0%
EOG EOG RES INC 0.0%
Value ($000) $505 Shares 4,500 Est. Cost $112.04 Unrealized +5.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $490 Shares 1,027 Est. Cost $254.05 Unrealized +67.4%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $484 Shares 1,235 Est. Cost $368.75 Unrealized +13.3%
IYY ISHARES TR 0.0%
Value ($000) $458 Shares 2,820 Est. Cost $107.31 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $450 Shares 3,879 Est. Cost $74.94 Unrealized +46.9%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $431 Shares 3,360 Est. Cost $92.94 Unrealized +23.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $431 Shares 7,045 Est. Cost $50.26 Unrealized +16.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $420 Shares 1,754 Est. Cost $156.65 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $394 Shares 2,831 Est. Cost $132.96 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $393 Shares 5,700 Est. Cost $63.40 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $392 Shares 1,335 Est. Cost $220.01 Unrealized +35.4%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $349 Shares 1,188 Est. Cost $264.17 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $324 Shares 300 Est. Cost $714.90 Unrealized +30.1%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $318 Shares 3,100 Est. Cost $100.71 Unrealized +2.1%
IWD ISHARES TR 0.0%
Value ($000) $307 Shares 1,509 Est. Cost $152.26 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $307 Shares 1,820 Est. Cost $115.22 Unrealized +18.8%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $297 Shares 1,775 Est. Cost $93.22 Unrealized +37.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $288 Shares 3,410 Est. Cost $93.02 Unrealized -4.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $268 Shares 5,950 Est. Cost $62.31 Unrealized -27.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $262 Shares 620 Est. Cost $399.67 Unrealized +6.7%
IUSG ISHARES TR 0.0%
Value ($000) $261 Shares 1,588 Est. Cost $127.48 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $259 Shares 1,000 Est. Cost $198.47 Unrealized +36.1%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $255 Shares 1,359 Est. Cost $154.96 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $254 Shares 3,790 Est. Cost $76.40 Unrealized -8.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $249 Shares 1,329 Est. Cost $231.88 Unrealized -20.6%
AMGN AMGEN INC 0.0%
Value ($000) $246 Shares 870 Est. Cost $286.16 Unrealized +0.2%
NOW SERVICENOW INC 0.0%
Value ($000) $244 Shares 265 Est. Cost $188.66 Unrealized -1.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $241 Shares 1,791 Est. Cost $121.64 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $240 Shares 4,500 Est. Cost $52.65 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $239 Shares 2,442 Est. Cost $93.52 Unrealized 0.0%
TBF PROSHARES TR 0.0%
Value ($000) $237 Shares 10,000 Est. Cost $21.13 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $236 Shares 479 Est. Cost $419.96 Unrealized +34.6%
NVS NOVARTIS AG 0.0%
Value ($000) $232 Shares 1,812 Est. Cost $113.54 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $226 Shares 1,690 Est. Cost $78.86 Unrealized +33.8%
NU NU HLDGS LTD 0.0%
Value ($000) $223 Shares 13,900 Est. Cost $5.07 Unrealized +175.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $221 Shares 4,100 Est. Cost $52.37 Unrealized
CG CARLYLE GROUP INC 0.0%
Value ($000) $219 Shares 3,500 Est. Cost $61.48 Unrealized 0.0%
IAU ISHARES GOLD TR 0.0%
Value ($000) $219 Shares 3,015 Est. Cost $72.77 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $216 Shares 999 Est. Cost $204.67 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $214 Shares 713 Est. Cost $272.69 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $213 Shares 1,000 Est. Cost $185.05 Unrealized +17.7%
KO COCA COLA CO 0.0%
Value ($000) $203 Shares 3,057 Est. Cost $64.97 Unrealized +4.5%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $201 Shares 1,423 Est. Cost $140.95 Unrealized
ACI ALBERTSONS COS INC 0.0%
Value ($000) $71 Shares 90,000 Est. Cost $18.94 Unrealized +1.6%