NOVARE CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001388409 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 9, 2022

Total Value ($000): $938,065 (100.0% shares, 0.0% debt)

Holdings (175)

SPY SPDR S&P 500 ETF TR 5.8%
Value ($000) $53,972 Shares 119,503 Est. Cost $297.49 Unrealized
MSFT Microsoft Corp 4.4%
Value ($000) $40,941 Shares 132,791 Est. Cost $65.72 Unrealized +343.4%
AAPL Apple Computer Inc 4.0%
Value ($000) $37,154 Shares 212,783 Est. Cost $90.58 Unrealized +82.0%
UNH Unitedhealth Group Inc 2.3%
Value ($000) $21,700 Shares 42,551 Est. Cost $185.28 Unrealized +143.5%
JNJ Johnson & Johnson 2.3%
Value ($000) $21,149 Shares 119,329 Est. Cost $93.26 Unrealized +62.8%
AMZN Amazon Com Inc 2.2%
Value ($000) $20,991 Shares 6,439 Est. Cost $106.69 Unrealized +44.8%
GOOGL Alphabet, Inc. Class A 2.2%
Value ($000) $20,176 Shares 7,254 Est. Cost $61.88 Unrealized +117.8%
BRK/B Berkshire Hathaway Cl B 2.0%
Value ($000) $18,596 Shares 52,693 Est. Cost $137.29 Unrealized +135.6%
WMT Wal-Mart Stores Inc. 2.0%
Value ($000) $18,593 Shares 124,854 Est. Cost $26.68 Unrealized +67.2%
IVV Ishare S&P 500 1.7%
Value ($000) $16,320 Shares 35,972 Est. Cost $330.43 Unrealized
CMCSA Comcast Corp New Cl A 1.7%
Value ($000) $15,614 Shares 333,480 Est. Cost $29.68 Unrealized +44.4%
XLK Sector Spdr Tech Select 1.6%
Value ($000) $14,742 Shares 92,759 Est. Cost $156.97 Unrealized
Invesco Bulletshares Corporate 2025 1.5%
Value ($000) $14,481 Shares 692,548 Est. Cost $21.91 Unrealized
BAC Bank of America 1.5%
Value ($000) $14,382 Shares 348,900 Est. Cost $25.84 Unrealized +57.9%
VCSH Vanguard Short Term Corp 1.5%
Value ($000) $14,375 Shares 184,085 Est. Cost $81.13 Unrealized
JPM J.P. Morgan Chase Inc. 1.5%
Value ($000) $13,976 Shares 102,526 Est. Cost $73.81 Unrealized +81.1%
AVGO Broadcom Ltd 1.5%
Value ($000) $13,976 Shares 22,196 Est. Cost $25.39 Unrealized +116.9%
TXN Texas Instruments 1.4%
Value ($000) $13,183 Shares 71,849 Est. Cost $130.23 Unrealized +20.8%
TMO Thermo Fisher Scientific 1.3%
Value ($000) $12,387 Shares 20,972 Est. Cost $133.88 Unrealized +324.4%
HON Honeywell 1.3%
Value ($000) $12,336 Shares 63,399 Est. Cost $66.85 Unrealized +154.8%
XLY Sector Spdr Consumer Fd 1.3%
Value ($000) $12,321 Shares 66,602 Est. Cost $183.56 Unrealized
GSLC Goldman Sachs Actvbeta 1.3%
Value ($000) $12,107 Shares 135,973 Est. Cost $71.96 Unrealized
NEE NextEra Energy 1.3%
Value ($000) $11,950 Shares 141,074 Est. Cost $63.07 Unrealized +14.3%
AMT Amern Tower Corp Class A 1.2%
Value ($000) $11,631 Shares 46,297 Est. Cost $122.17 Unrealized +75.9%
RTX Raytheon Technologies Corp. 1.2%
Value ($000) $11,020 Shares 111,230 Est. Cost $54.52 Unrealized +59.1%
ABT Abbott Laboratories 1.2%
Value ($000) $10,954 Shares 92,547 Est. Cost $42.43 Unrealized +171.9%
BKNG Booking Holdings Inc 1.2%
Value ($000) $10,918 Shares 4,649 Est. Cost $1937.43 Unrealized +18.6%
BSCR Invesco Bulletshares Corporate 2027 1.1%
Value ($000) $10,464 Shares 517,744 Est. Cost $21.72 Unrealized
SYK Stryker Corp 1.1%
Value ($000) $10,341 Shares 38,679 Est. Cost $166.80 Unrealized +48.8%
FALN iShares Fallen Angels USD Bond ETF 1.1%
Value ($000) $9,947 Shares 358,317 Est. Cost $30.07 Unrealized
HD Home Depot 1.0%
Value ($000) $9,840 Shares 32,873 Est. Cost $97.38 Unrealized +222.4%
AMP Ameriprise Financial Inc 1.0%
Value ($000) $9,660 Shares 32,163 Est. Cost $143.26 Unrealized +99.4%
AME Ametek Inc New 1.0%
Value ($000) $9,638 Shares 72,370 Est. Cost $91.52 Unrealized +43.0%
EMR Emerson Electric Co. 1.0%
Value ($000) $9,530 Shares 97,191 Est. Cost $55.04 Unrealized +58.9%
LMT Lockheed Martin Corp 1.0%
Value ($000) $9,304 Shares 21,078 Est. Cost $304.64 Unrealized +19.8%
AMLP Alps TRUST Etf 1.0%
Value ($000) $9,210 Shares 240,475 Est. Cost $25.66 Unrealized
KEYS Keysight Technologies 1.0%
Value ($000) $9,201 Shares 58,243 Est. Cost $100.54 Unrealized +65.7%
V Visa Inc 1.0%
Value ($000) $9,054 Shares 40,825 Est. Cost $141.45 Unrealized +48.5%
ZTS Zoetis Inc 0.9%
Value ($000) $8,875 Shares 47,060 Est. Cost $129.60 Unrealized +46.8%
CHRW CH Robinson Worldwide 0.9%
Value ($000) $8,852 Shares 82,187 Est. Cost $65.39 Unrealized +41.3%
PEP Pepsico Inc. 0.9%
Value ($000) $8,808 Shares 52,625 Est. Cost $76.13 Unrealized +95.0%
MRK Merck 0.9%
Value ($000) $8,749 Shares 106,626 Est. Cost $64.18 Unrealized +8.8%
ACN Accenture LTD 0.9%
Value ($000) $8,457 Shares 25,079 Est. Cost $90.28 Unrealized +252.8%
XLB Sector Spdr Materials Fd 0.9%
Value ($000) $8,443 Shares 95,775 Est. Cost $88.15 Unrealized
LOW Lowes Companies 0.9%
Value ($000) $8,379 Shares 41,442 Est. Cost $76.51 Unrealized +178.9%
BMY Bristol Myers 0.9%
Value ($000) $8,287 Shares 113,480 Est. Cost $41.76 Unrealized +36.1%
ROP Roper Technologies 0.9%
Value ($000) $8,132 Shares 17,220 Est. Cost $255.66 Unrealized +71.8%
CVX Chevron Corp 0.9%
Value ($000) $8,122 Shares 49,878 Est. Cost $72.80 Unrealized +68.6%
CSCO Cisco 0.9%
Value ($000) $8,103 Shares 145,323 Est. Cost $31.54 Unrealized +59.4%
XLE The Energy SPDR 0.8%
Value ($000) $7,856 Shares 102,772 Est. Cost $76.44 Unrealized
CRM Salesforce Com 0.8%
Value ($000) $7,766 Shares 36,575 Est. Cost $235.01 Unrealized -9.5%
SOXX iShares Semiconductor ETF 0.8%
Value ($000) $7,738 Shares 16,349 Est. Cost $514.20 Unrealized
INTC Intel Corporation 0.8%
Value ($000) $7,584 Shares 153,023 Est. Cost $39.02 Unrealized +18.3%
XLP Sector Spdr Tr Con Stpls 0.8%
Value ($000) $7,568 Shares 99,724 Est. Cost $75.89 Unrealized
HUBB Hubbell Inc 0.8%
Value ($000) $7,542 Shares 41,042 Est. Cost $97.65 Unrealized +81.0%
XLF Sector Spdr Fincl Select 0.8%
Value ($000) $7,463 Shares 194,754 Est. Cost $38.29 Unrealized
EMN Eastman Chemical Co 0.8%
Value ($000) $7,409 Shares 66,117 Est. Cost $56.98 Unrealized +77.2%
META Facebook Inc Class A 0.8%
Value ($000) $7,349 Shares 33,051 Est. Cost $124.93 Unrealized +98.7%
VZ Verizon Communications 0.8%
Value ($000) $7,299 Shares 143,278 Est. Cost $42.57 Unrealized -2.5%
DIS Disney Walt Hldg Co 0.8%
Value ($000) $7,251 Shares 52,867 Est. Cost $165.03 Unrealized -14.4%
BK Bank Of New York Co Inc 0.8%
Value ($000) $7,240 Shares 145,885 Est. Cost $39.07 Unrealized +29.9%
PII Polaris Industries Inc 0.8%
Value ($000) $7,171 Shares 68,090 Est. Cost $93.83 Unrealized +21.4%
CMI Cummins Inc 0.8%
Value ($000) $7,076 Shares 34,497 Est. Cost $124.98 Unrealized +57.3%
WSM Williams Sonoma 0.7%
Value ($000) $6,826 Shares 47,075 Est. Cost $77.56 Unrealized -9.6%
DLR Digital Realty TRUST Inc 0.7%
Value ($000) $6,750 Shares 47,600 Est. Cost $90.66 Unrealized +38.4%
O Realty Income 0.7%
Value ($000) $6,712 Shares 96,855 Est. Cost $36.87 Unrealized +50.0%
TJX TJX Cos Inc 0.7%
Value ($000) $6,590 Shares 108,775 Est. Cost $43.10 Unrealized +46.7%
Kellogg Company 0.7%
Value ($000) $6,284 Shares 97,440 Est. Cost $48.39 Unrealized +8.6%
PYPL Paypal Holdings 0.7%
Value ($000) $6,143 Shares 53,120 Est. Cost $55.11 Unrealized +140.9%
SBUX Starbucks Corp 0.6%
Value ($000) $5,451 Shares 59,924 Est. Cost $73.27 Unrealized +17.3%
IJH iShares Core S&P Mid-Cap ETF 0.6%
Value ($000) $5,410 Shares 20,162 Est. Cost $138.77 Unrealized
WHR Whirlpool Corp. 0.5%
Value ($000) $5,086 Shares 29,437 Est. Cost $215.28 Unrealized -5.9%
JPST JPMorgan Ultra Short 0.5%
Value ($000) $5,039 Shares 100,248 Est. Cost $50.23 Unrealized
BSCQ Invesco Bulletshares Corporate 2026 0.5%
Value ($000) $4,610 Shares 230,857 Est. Cost $21.51 Unrealized
CGBD TCG BDC Inc 0.4%
Value ($000) $3,777 Shares 262,445 Est. Cost $6.03 Unrealized +47.0%
PFF Ishares S&P U S Pfd Fund 0.4%
Value ($000) $3,574 Shares 98,137 Est. Cost $39.06 Unrealized
Invesco Bulletshares Corporate 2024 0.4%
Value ($000) $3,414 Shares 162,020 Est. Cost $22.01 Unrealized
FDUS Fidus Investment Corp 0.4%
Value ($000) $3,349 Shares 165,950 Est. Cost $6.54 Unrealized +78.6%
SCHB Schw US Brd Mkt Etf 0.3%
Value ($000) $2,783 Shares 52,120 Est. Cost $58.54 Unrealized
SHY Ishares Tr Lehman 1-3 yr.Bd Fd 0.3%
Value ($000) $2,636 Shares 31,620 Est. Cost $83.36 Unrealized
VTV Vanguard Value 0.3%
Value ($000) $2,486 Shares 16,825 Est. Cost $147.76 Unrealized
INTU Intuit Inc 0.2%
Value ($000) $2,079 Shares 4,323 Est. Cost $81.02 Unrealized +516.5%
ABBV Abbvie Inc 0.2%
Value ($000) $1,872 Shares 11,548 Est. Cost $57.98 Unrealized +118.0%
PRF Invesco FTSE RAFI US 1000 ETF 0.2%
Value ($000) $1,768 Shares 10,349 Est. Cost $127.90 Unrealized
VUG Vanguard Large Growth 0.2%
Value ($000) $1,714 Shares 5,961 Est. Cost $287.54 Unrealized
VCIT Vanguard Intermediate Corp 0.2%
Value ($000) $1,572 Shares 18,267 Est. Cost $89.65 Unrealized
KO Coca Cola 0.2%
Value ($000) $1,511 Shares 24,376 Est. Cost $37.88 Unrealized +42.7%
VIG Vanguard Div Apprciation 0.2%
Value ($000) $1,499 Shares 9,246 Est. Cost $123.23 Unrealized
SCHM Schwab US Mid Cap Etf 0.2%
Value ($000) $1,480 Shares 19,510 Est. Cost $64.38 Unrealized
Invesco Bulletshares 2023 0.2%
Value ($000) $1,457 Shares 69,066 Est. Cost $21.57 Unrealized
PG Procter & Gamble Co 0.1%
Value ($000) $1,392 Shares 9,110 Est. Cost $97.14 Unrealized +46.3%
VEA Vanguard Europe Pac ETF 0.1%
Value ($000) $1,306 Shares 27,181 Est. Cost $48.05 Unrealized
IVW Ishares Tr S&P 500 Barra 0.1%
Value ($000) $1,294 Shares 16,941 Est. Cost $83.21 Unrealized
GPN Global Payments Inc 0.1%
Value ($000) $1,293 Shares 9,450 Est. Cost $72.33 Unrealized +86.0%
MDT Medtronic 0.1%
Value ($000) $1,276 Shares 11,503 Est. Cost $93.45 Unrealized +0.2%
VYM Vanguard High Dividend Fund 0.1%
Value ($000) $1,223 Shares 10,893 Est. Cost $67.82 Unrealized
DUK Duke Energy Corp. 0.1%
Value ($000) $1,203 Shares 10,770 Est. Cost $81.33 Unrealized +9.7%
WOOD Ishares S&P Global 0.1%
Value ($000) $1,137 Shares 12,725 Est. Cost $89.35 Unrealized
TFC Truist Financial Corporation 0.1%
Value ($000) $1,041 Shares 18,352 Est. Cost $41.28 Unrealized +22.7%
COST Costco Whsl Corp New 0.1%
Value ($000) $1,011 Shares 1,756 Est. Cost $296.62 Unrealized +68.8%
XOM Exxon-Mobil 0.1%
Value ($000) $916 Shares 11,096 Est. Cost $43.29 Unrealized +56.8%
TSLA Tesla Motors Inc 0.1%
Value ($000) $905 Shares 840 Est. Cost $183.14 Unrealized +70.1%
PFE Pfizer Incorporated 0.1%
Value ($000) $901 Shares 17,395 Est. Cost $38.10 Unrealized +11.5%
PROSHARES ULTRA VIX SHORT TERM FUTURES NEW AUGUST 0.1%
Value ($000) $875 Shares 65,000 Est. Cost $13.46 Unrealized
WFC Wells Fargo & Company 0.1%
Value ($000) $860 Shares 17,750 Est. Cost $47.16 Unrealized +2.8%
FIS Fidelity Natl Info Svcs 0.1%
Value ($000) $825 Shares 8,214 Est. Cost $118.60 Unrealized -20.0%
USMV iShares Msci Min Vol 0.1%
Value ($000) $786 Shares 10,127 Est. Cost $59.66 Unrealized
VOE Vanguard Mid Cap Value 0.1%
Value ($000) $767 Shares 5,123 Est. Cost $149.72 Unrealized
SCHX Schw US Large Cap 0.1%
Value ($000) $744 Shares 13,812 Est. Cost $61.06 Unrealized
T AT&T 0.1%
Value ($000) $728 Shares 30,807 Est. Cost $14.67 Unrealized +1.7%
Gladstone Capital Corp 0.1%
Value ($000) $707 Shares 59,997 Est. Cost $7.91 Unrealized
PEY PowerShares High Dividend 0.1%
Value ($000) $703 Shares 32,183 Est. Cost $14.43 Unrealized
SPLV Invsco S&P 500 Low Vol 0.1%
Value ($000) $659 Shares 9,818 Est. Cost $53.22 Unrealized
ATO Atmos Energy Corp 0.1%
Value ($000) $626 Shares 5,235 Est. Cost $45.79 Unrealized +116.7%
IVE Ishares S&P 500 Value 0.1%
Value ($000) $612 Shares 3,930 Est. Cost $145.95 Unrealized
MCD McDonald's Corporation 0.1%
Value ($000) $610 Shares 2,465 Est. Cost $169.66 Unrealized +34.3%
SO The Southern Company 0.1%
Value ($000) $596 Shares 8,224 Est. Cost $55.66 Unrealized +5.4%
VRT Vertiv Holdings Co 0.1%
Value ($000) $574 Shares 40,965 Est. Cost $24.19 Unrealized -26.8%
BA Boeing Co 0.0%
Value ($000) $462 Shares 2,412 Est. Cost $243.40 Unrealized -17.5%
ORCL Oracle Corporation 0.0%
Value ($000) $447 Shares 5,405 Est. Cost $66.17 Unrealized +16.3%
FITB Fifth Third Bancorp 0.0%
Value ($000) $446 Shares 10,371 Est. Cost $24.19 Unrealized +64.9%
NVDA Nvidia Corp 0.0%
Value ($000) $432 Shares 1,585 Est. Cost $27.46 Unrealized -8.8%
VBR Vanguard SmallCap Value ETF 0.0%
Value ($000) $431 Shares 2,452 Est. Cost $175.77 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $399 Shares 1,792 Est. Cost $148.05 Unrealized +32.0%
VOT Vanguard Mid Cap Growth 0.0%
Value ($000) $394 Shares 1,767 Est. Cost $222.98 Unrealized
RSP Guggenheim S&P 500 Eql 0.0%
Value ($000) $394 Shares 2,500 Est. Cost $145.91 Unrealized
GM General Motors Corp 0.0%
Value ($000) $393 Shares 8,980 Est. Cost $54.50 Unrealized -11.6%
SPVM Invesco S&P 500 Value with Momentum ETF 0.0%
Value ($000) $386 Shares 7,130 Est. Cost $54.14 Unrealized
VWO Vanguard Emerging Markets 0.0%
Value ($000) $376 Shares 8,154 Est. Cost $46.11 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $368 Shares 1,383 Est. Cost $136.35 Unrealized +76.8%
DGRW Wisdomtree US Qlt Div 0.0%
Value ($000) $363 Shares 5,695 Est. Cost $39.18 Unrealized
F Ford 0.0%
Value ($000) $361 Shares 21,365 Est. Cost $14.00 Unrealized +3.9%
DIA Diamonds TRUST Series I 0.0%
Value ($000) $357 Shares 1,028 Est. Cost $347.28 Unrealized
MDY S&P MidCap 400 0.0%
Value ($000) $354 Shares 722 Est. Cost $324.87 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $345 Shares 3,945 Est. Cost $84.62 Unrealized 0.0%
IVZ Invesco Ltd 0.0%
Value ($000) $334 Shares 14,500 Est. Cost $7.05 Unrealized +163.1%
VTI Vanguard Total Stock Mkt 0.0%
Value ($000) $333 Shares 1,462 Est. Cost $227.77 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $331 Shares 2,625 Est. Cost $77.37 Unrealized +50.1%
QYLD Global X NASDAQ 100 Covered Call ETF 0.0%
Value ($000) $325 Shares 15,500 Est. Cost $20.97 Unrealized
IBM International Business Machine 0.0%
Value ($000) $303 Shares 2,332 Est. Cost $97.51 Unrealized +15.0%
FCX Freeport Mcmorn Cp&Gld B 0.0%
Value ($000) $298 Shares 6,000 Est. Cost $35.78 Unrealized +16.9%
GS Goldman Sachs 0.0%
Value ($000) $294 Shares 890 Est. Cost $342.05 Unrealized -6.5%
KMB Kimberly Clark 0.0%
Value ($000) $290 Shares 2,356 Est. Cost $79.83 Unrealized +42.8%
RJF Raymond James Finl Inc 0.0%
Value ($000) $286 Shares 2,600 Est. Cost $48.73 Unrealized +105.1%
SPG Simon Property Group 0.0%
Value ($000) $284 Shares 2,160 Est. Cost $100.51 Unrealized +13.9%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $284 Shares 782 Est. Cost $355.24 Unrealized
VWOB Vanguard Emerging Mkt Bond 0.0%
Value ($000) $283 Shares 4,045 Est. Cost $79.75 Unrealized
VCR Vanguard Cnsmr Dscrtnary 0.0%
Value ($000) $279 Shares 915 Est. Cost $304.92 Unrealized
IJR S&P Small Cap 600 0.0%
Value ($000) $278 Shares 2,575 Est. Cost $108.05 Unrealized
VBK Vanguard Small Cap 0.0%
Value ($000) $278 Shares 1,120 Est. Cost $248.21 Unrealized
ADP Auto Data Processing 0.0%
Value ($000) $268 Shares 1,178 Est. Cost $126.96 Unrealized +55.1%
Pioneer Natural Res Co 0.0%
Value ($000) $264 Shares 1,055 Est. Cost $250.24 Unrealized
PPG PPG Industries Inc 0.0%
Value ($000) $264 Shares 2,013 Est. Cost $86.22 Unrealized +55.3%
KRE Spdr Kbw Regional Bking 0.0%
Value ($000) $262 Shares 3,805 Est. Cost $68.86 Unrealized
IEI Ishares Tr Bond 0.0%
Value ($000) $257 Shares 2,106 Est. Cost $132.67 Unrealized
CRWD CrowdStrike Holdings Inc 0.0%
Value ($000) $255 Shares 1,125 Est. Cost $237.66 Unrealized -21.6%
UNP Union Pacific Corporation 0.0%
Value ($000) $255 Shares 934 Est. Cost $214.98 Unrealized +7.3%
DDOG Datadog Inc 0.0%
Value ($000) $248 Shares 1,640 Est. Cost $126.28 Unrealized +15.8%
EPD Enterprise Prd Prtnrs Lp 0.0%
Value ($000) $246 Shares 9,550 Est. Cost $43.98 Unrealized
GOOG Alphabet, Inc. Class C 0.0%
Value ($000) $240 Shares 86 Est. Cost $119.58 Unrealized +12.8%
AWK American Water Works 0.0%
Value ($000) $237 Shares 1,432 Est. Cost $146.06 Unrealized 0.0%
PDM Piedmont Office Rlty Tr 0.0%
Value ($000) $236 Shares 13,683 Est. Cost $18.34 Unrealized
GBDC Golub Capital Bdc 0.0%
Value ($000) $236 Shares 15,500 Est. Cost $8.76 Unrealized +16.5%
MSM MSC Industrial Direct Inc 0.0%
Value ($000) $232 Shares 2,725 Est. Cost $77.84 Unrealized +4.0%
TRGP TARGA Resources Corp. 0.0%
Value ($000) $226 Shares 3,000 Est. Cost $58.05 Unrealized 0.0%
ADBE Adobe Systems Inc 0.0%
Value ($000) $226 Shares 495 Est. Cost $519.83 Unrealized -7.5%
UPST Upstart Holdings Inc 0.0%
Value ($000) $218 Shares 2,000 Est. Cost $115.22 Unrealized 0.0%
D Dominion Resources Inc. 0.0%
Value ($000) $216 Shares 2,537 Est. Cost $62.13 Unrealized +7.7%
XLV Sector Spdr Health Fund 0.0%
Value ($000) $214 Shares 1,562 Est. Cost $124.19 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $212 Shares 2,725 Est. Cost $59.66 Unrealized +39.8%
BMVP Powershares- Dynamic Mkt Port 0.0%
Value ($000) $211 Shares 1,835 Est. Cost $115.53 Unrealized
FHN First Horizon Natl Corp 0.0%
Value ($000) $208 Shares 8,834 Est. Cost $17.40 Unrealized 0.0%
Invesco Bulletshares 2022 0.0%
Value ($000) $207 Shares 9,750 Est. Cost $21.39 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $184 Shares 16,433 Est. Cost $22.44 Unrealized
VINCO VENTURES ORD 0.0%
Value ($000) $160 Shares 50,000 Est. Cost $1.37 Unrealized