Circle Wealth Management, LLC Diversified Active

CIK: 0001578242 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 15, 2020

Total Value ($000): $512,704 (100.0% shares, 0.0% debt)

Holdings (192)

SPY SPDR S&P 500 ETF TR 31.2%
Value ($000) $160,012 Shares 620,805 Est. Cost $249.52 Unrealized
VTI VANGUARD INDEX FDS 8.8%
Value ($000) $45,197 Shares 350,610 Est. Cost $129.55 Unrealized
SCHB SCHWAB STRATEGIC TR 7.3%
Value ($000) $37,225 Shares 615,994 Est. Cost $58.61 Unrealized
MRK MERCK & CO. INC 5.8%
Value ($000) $29,990 Shares 389,785 Est. Cost $59.51 Unrealized +9.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.8%
Value ($000) $14,416 Shares 53 Est. Cost $318723.75 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $8,150 Shares 91,066 Est. Cost $83.49 Unrealized +24.1%
AON PLC 1.5%
Value ($000) $7,854 Shares 47,588 Est. Cost $207.75 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $7,732 Shares 30,945 Est. Cost $39.64 Unrealized +79.3%
PWV INVESCO EXCHANGE TRADED FD T 1.5%
Value ($000) $7,560 Shares 250,916 Est. Cost $30.13 Unrealized
GS GOLDMAN SACHS GROUP INC 1.4%
Value ($000) $7,100 Shares 45,927 Est. Cost $178.34 Unrealized +3.4%
AME AMETEK INC 1.4%
Value ($000) $6,985 Shares 96,991 Est. Cost $67.19 Unrealized +29.0%
ITW ILLINOIS TOOL WKS INC 1.3%
Value ($000) $6,518 Shares 46,119 Est. Cost $134.27 Unrealized +9.9%
XLP SELECT SECTOR SPDR TR 1.2%
Value ($000) $6,135 Shares 112,631 Est. Cost $54.47 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $5,691 Shares 2,919 Est. Cost $63.64 Unrealized +52.1%
QQQ INVESCO QQQ TR 1.0%
Value ($000) $5,303 Shares 27,850 Est. Cost $211.61 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $5,187 Shares 32,887 Est. Cost $110.66 Unrealized +41.3%
XLF SELECT SECTOR SPDR TR 1.0%
Value ($000) $5,052 Shares 244,957 Est. Cost $24.70 Unrealized
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $4,900 Shares 44,673 Est. Cost $68.70 Unrealized +51.1%
NUVEEN QUALITY MUNCP INCOME 0.8%
Value ($000) $3,863 Shares 281,129 Est. Cost $13.74 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $3,732 Shares 32,609 Est. Cost $143.50 Unrealized
PNC PNC FINL SVCS GROUP INC 0.7%
Value ($000) $3,641 Shares 38,034 Est. Cost $102.11 Unrealized +6.1%
CI CIGNA CORP NEW 0.7%
Value ($000) $3,574 Shares 20,173 Est. Cost $166.69 Unrealized +6.4%
DLN WISDOMTREE TR 0.7%
Value ($000) $3,373 Shares 41,679 Est. Cost $90.13 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $3,340 Shares 2,872 Est. Cost $53.53 Unrealized +25.8%
SCHX SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,085 Shares 50,364 Est. Cost $56.32 Unrealized
SPDR SER TR 0.6%
Value ($000) $2,892 Shares 59,708 Est. Cost $48.44 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $2,890 Shares 15,808 Est. Cost $205.05 Unrealized +3.7%
VHT VANGUARD WORLD FDS 0.6%
Value ($000) $2,870 Shares 17,282 Est. Cost $137.15 Unrealized
MMM 3M CO 0.5%
Value ($000) $2,700 Shares 19,781 Est. Cost $116.08 Unrealized -8.7%
MA MASTERCARD INC 0.5%
Value ($000) $2,545 Shares 10,535 Est. Cost $273.71 Unrealized +5.2%
DIS DISNEY WALT CO 0.5%
Value ($000) $2,508 Shares 25,963 Est. Cost $119.95 Unrealized +3.0%
REGN REGENERON PHARMACEUTICALS 0.5%
Value ($000) $2,480 Shares 5,079 Est. Cost $409.51 Unrealized +0.2%
EATON VANCE FLTING RATE INC 0.4%
Value ($000) $2,237 Shares 218,236 Est. Cost $13.98 Unrealized
SEATTLE GENETICS INC 0.4%
Value ($000) $2,165 Shares 18,750 Est. Cost $73.22 Unrealized
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $2,091 Shares 60,813 Est. Cost $32.26 Unrealized +11.7%
DVY ISHARES TR 0.3%
Value ($000) $1,742 Shares 26,354 Est. Cost $70.13 Unrealized
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $1,703 Shares 33,783 Est. Cost $78.67 Unrealized +1.0%
META FACEBOOK INC 0.3%
Value ($000) $1,623 Shares 9,733 Est. Cost $170.27 Unrealized +14.2%
EPP ISHARES INC 0.3%
Value ($000) $1,551 Shares 47,561 Est. Cost $32.61 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,546 Shares 19,540 Est. Cost $81.06 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,495 Shares 6,314 Est. Cost $236.78 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,487 Shares 1,280 Est. Cost $48.28 Unrealized +39.3%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $1,477 Shares 9,935 Est. Cost $148.67 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $1,445 Shares 8,025 Est. Cost $180.55 Unrealized +0.8%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,430 Shares 26,621 Est. Cost $32.22 Unrealized +27.3%
IYF ISHARES TR 0.3%
Value ($000) $1,411 Shares 14,500 Est. Cost $97.31 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,401 Shares 29,074 Est. Cost $44.59 Unrealized +6.5%
IONS IONIS PHARMACEUTICALS INC 0.3%
Value ($000) $1,319 Shares 27,900 Est. Cost $64.51 Unrealized -13.6%
C CITIGROUP INC 0.3%
Value ($000) $1,314 Shares 31,205 Est. Cost $48.55 Unrealized +11.6%
NFLX NETFLIX INC 0.2%
Value ($000) $1,246 Shares 3,318 Est. Cost $34.12 Unrealized +3.7%
TMUS T MOBILE US INC 0.2%
Value ($000) $1,245 Shares 14,845 Est. Cost $67.59 Unrealized +20.9%
QRVO QORVO INC 0.2%
Value ($000) $1,227 Shares 15,221 Est. Cost $66.22 Unrealized +51.1%
DEO DIAGEO P L C 0.2%
Value ($000) $1,209 Shares 9,509 Est. Cost $164.16 Unrealized
VDE VANGUARD WORLD FDS 0.2%
Value ($000) $1,186 Shares 31,035 Est. Cost $38.21 Unrealized
DXJ WISDOMTREE TR 0.2%
Value ($000) $1,125 Shares 26,700 Est. Cost $42.13 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,107 Shares 6,750 Est. Cost $37.09 Unrealized -5.9%
TDOC TELADOC HEALTH INC 0.2%
Value ($000) $1,106 Shares 7,138 Est. Cost $116.34 Unrealized 0.0%
NOW SERVICENOW INC 0.2%
Value ($000) $1,098 Shares 3,832 Est. Cost $30.69 Unrealized +103.7%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,085 Shares 8,273 Est. Cost $97.62 Unrealized +23.1%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,049 Shares 14,026 Est. Cost $50.99 Unrealized +7.7%
APPF APPFOLIO INC 0.2%
Value ($000) $999 Shares 9,000 Est. Cost $119.28 Unrealized 0.0%
UNP UNION PAC CORP 0.2%
Value ($000) $981 Shares 6,953 Est. Cost $134.94 Unrealized +7.4%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $979 Shares 5,126 Est. Cost $190.58 Unrealized
V VISA INC 0.2%
Value ($000) $976 Shares 6,058 Est. Cost $100.11 Unrealized +80.5%
XYL XYLEM INC 0.2%
Value ($000) $945 Shares 14,505 Est. Cost $67.22 Unrealized +9.3%
EWG ISHARES INC 0.2%
Value ($000) $935 Shares 43,527 Est. Cost $21.48 Unrealized
GLW CORNING INC 0.2%
Value ($000) $928 Shares 45,202 Est. Cost $27.05 Unrealized -18.3%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $914 Shares 8,449 Est. Cost $98.28 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $913 Shares 31,994 Est. Cost $47.03 Unrealized +2.1%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $874 Shares 21,029 Est. Cost $37.84 Unrealized +34.1%
CSCO CISCO SYS INC 0.2%
Value ($000) $862 Shares 21,924 Est. Cost $29.56 Unrealized +24.0%
IHI ISHARES TR 0.2%
Value ($000) $843 Shares 3,739 Est. Cost $249.92 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $837 Shares 11,467 Est. Cost $60.51 Unrealized +0.4%
DISCOVERY INC 0.2%
Value ($000) $798 Shares 41,060 Est. Cost $27.02 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $792 Shares 9,550 Est. Cost $78.57 Unrealized +35.0%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $762 Shares 17,952 Est. Cost $52.50 Unrealized +8.2%
EVOQUA WATER TECHNOLOGIES CO 0.1%
Value ($000) $750 Shares 66,900 Est. Cost $12.75 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $745 Shares 9,552 Est. Cost $71.58 Unrealized
BYD BOYD GAMING CORP 0.1%
Value ($000) $736 Shares 51,030 Est. Cost $25.91 Unrealized -5.1%
UNILEVER N V 0.1%
Value ($000) $715 Shares 14,651 Est. Cost $51.35 Unrealized
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $711 Shares 15,800 Est. Cost $45.26 Unrealized 0.0%
II VI INC 0.1%
Value ($000) $677 Shares 23,744 Est. Cost $33.65 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $672 Shares 23,404 Est. Cost $38.40 Unrealized -4.6%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $662 Shares 5,732 Est. Cost $115.49 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $650 Shares 3,206 Est. Cost $141.06 Unrealized +29.2%
T AT&T INC 0.1%
Value ($000) $635 Shares 21,787 Est. Cost $15.47 Unrealized +17.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $620 Shares 3,751 Est. Cost $112.56 Unrealized +52.7%
AOA ISHARES TR 0.1%
Value ($000) $619 Shares 13,035 Est. Cost $48.84 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.1%
Value ($000) $618 Shares 10,700 Est. Cost $75.23 Unrealized +16.6%
TGNA TEGNA INC 0.1%
Value ($000) $617 Shares 56,850 Est. Cost $12.69 Unrealized +26.0%
TXT TEXTRON INC 0.1%
Value ($000) $613 Shares 22,966 Est. Cost $51.12 Unrealized -21.6%
INTC INTEL CORP 0.1%
Value ($000) $594 Shares 11,060 Est. Cost $33.53 Unrealized +56.1%
GTN GRAY TELEVISION INC 0.1%
Value ($000) $589 Shares 54,800 Est. Cost $18.34 Unrealized -1.4%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $586 Shares 34,481 Est. Cost $25.02 Unrealized +3.6%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $584 Shares 17,837 Est. Cost $42.24 Unrealized -16.3%
SHAK SHAKE SHACK INC 0.1%
Value ($000) $573 Shares 15,171 Est. Cost $59.20 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $572 Shares 12,921 Est. Cost $36.24 Unrealized +24.2%
RCL ROYAL CARIBBEAN CRUISES LTD 0.1%
Value ($000) $571 Shares 17,750 Est. Cost $108.13 Unrealized -17.7%
GUNR FLEXSHARES TR 0.1%
Value ($000) $551 Shares 24,435 Est. Cost $32.76 Unrealized
ENR ENERGIZER HLDGS INC NEW 0.1%
Value ($000) $548 Shares 18,100 Est. Cost $35.85 Unrealized +1.1%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $544 Shares 5,677 Est. Cost $103.01 Unrealized +6.9%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $543 Shares 19,466 Est. Cost $29.77 Unrealized +10.5%
IWV ISHARES TR 0.1%
Value ($000) $543 Shares 3,663 Est. Cost $182.03 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $536 Shares 11,894 Est. Cost $45.06 Unrealized
PZZA PAPA JOHNS INTL INC 0.1%
Value ($000) $534 Shares 9,998 Est. Cost $40.17 Unrealized +28.7%
STERLING BANCORP DEL 0.1%
Value ($000) $530 Shares 50,673 Est. Cost $20.06 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $521 Shares 3,194 Est. Cost $141.48 Unrealized +25.1%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $519 Shares 37,255 Est. Cost $10.82 Unrealized +23.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $516 Shares 7,626 Est. Cost $52.42 Unrealized +37.2%
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value ($000) $472 Shares 21,079 Est. Cost $29.76 Unrealized -7.9%
LAM RESEARCH CORP 0.1%
Value ($000) $466 Shares 1,941 Est. Cost $179.37 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $466 Shares 68,987 Est. Cost $11.12 Unrealized -12.0%
PRKS SEAWORLD ENTMT INC 0.1%
Value ($000) $455 Shares 41,270 Est. Cost $25.68 Unrealized +6.6%
HAS HASBRO INC 0.1%
Value ($000) $445 Shares 6,222 Est. Cost $82.22 Unrealized -16.3%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $437 Shares 3,148 Est. Cost $103.69 Unrealized 0.0%
SBNY SIGNATURE BK NEW YORK N Y 0.1%
Value ($000) $423 Shares 5,257 Est. Cost $150.28 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $418 Shares 9,420 Est. Cost $44.37 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $418 Shares 3,599 Est. Cost $113.43 Unrealized -0.0%
NFRA FLEXSHARES TR 0.1%
Value ($000) $415 Shares 9,599 Est. Cost $53.86 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $411 Shares 2,199 Est. Cost $143.79 Unrealized +32.2%
PFE PFIZER INC 0.1%
Value ($000) $404 Shares 12,968 Est. Cost $23.68 Unrealized +9.1%
PEP PEPSICO INC 0.1%
Value ($000) $402 Shares 3,348 Est. Cost $90.18 Unrealized +25.0%
NWSA NEWS CORP NEW 0.1%
Value ($000) $389 Shares 43,307 Est. Cost $11.69 Unrealized +1.7%
LITE LUMENTUM HLDGS INC 0.1%
Value ($000) $383 Shares 5,200 Est. Cost $47.97 Unrealized +64.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $383 Shares 1,352 Est. Cost $258.10 Unrealized +20.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $380 Shares 1,525 Est. Cost $170.90 Unrealized +46.1%
TSLA TESLA INC 0.1%
Value ($000) $379 Shares 723 Est. Cost $27.46 Unrealized +51.0%
WMT WALMART INC 0.1%
Value ($000) $377 Shares 3,314 Est. Cost $31.70 Unrealized +11.6%
ABBV ABBVIE INC 0.1%
Value ($000) $374 Shares 4,904 Est. Cost $53.09 Unrealized +26.6%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $365 Shares 10,900 Est. Cost $65.73 Unrealized -22.0%
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $363 Shares 25,784 Est. Cost $14.08 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $361 Shares 6,478 Est. Cost $56.47 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $360 Shares 8,772 Est. Cost $45.99 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $356 Shares 1,880 Est. Cost $229.61 Unrealized 0.0%
GVA GRANITE CONSTR INC 0.1%
Value ($000) $354 Shares 23,315 Est. Cost $22.45 Unrealized 0.0%
TDS TELEPHONE & DATA SYS INC 0.1%
Value ($000) $352 Shares 21,000 Est. Cost $34.05 Unrealized -36.3%
VIACOMCBS INC 0.1%
Value ($000) $347 Shares 24,751 Est. Cost $41.96 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $346 Shares 2,407 Est. Cost $143.75 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $343 Shares 6,104 Est. Cost $56.19 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $340 Shares 2,170 Est. Cost $161.16 Unrealized
SPLUNK INC 0.1%
Value ($000) $339 Shares 2,689 Est. Cost $82.96 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $337 Shares 3,374 Est. Cost $94.90 Unrealized +7.1%
ACWI ISHARES TR 0.1%
Value ($000) $333 Shares 5,316 Est. Cost $59.24 Unrealized
PLUG PLUG POWER INC 0.1%
Value ($000) $331 Shares 93,430 Est. Cost $3.86 Unrealized +5.6%
BF/A BROWN FORMAN CORP 0.1%
Value ($000) $314 Shares 6,119 Est. Cost $54.04 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $313 Shares 26,500 Est. Cost $26.74 Unrealized -4.5%
CGNX COGNEX CORP 0.1%
Value ($000) $291 Shares 6,900 Est. Cost $44.88 Unrealized +5.0%
ATLASSIAN CORP PLC 0.1%
Value ($000) $284 Shares 2,072 Est. Cost $113.11 Unrealized
SMART GLOBAL HLDGS INC 0.1%
Value ($000) $282 Shares 11,600 Est. Cost $25.45 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $280 Shares 13,480 Est. Cost $33.40 Unrealized -12.6%
AERIE PHARMACEUTICALS INC 0.1%
Value ($000) $275 Shares 20,370 Est. Cost $23.46 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $272 Shares 3,071 Est. Cost $88.57 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $272 Shares 3,444 Est. Cost $71.02 Unrealized +6.1%
ECL ECOLAB INC 0.1%
Value ($000) $271 Shares 1,742 Est. Cost $156.33 Unrealized +12.8%
CRM SALESFORCE COM INC 0.1%
Value ($000) $271 Shares 1,883 Est. Cost $155.67 Unrealized +8.8%
IWF ISHARES TR 0.1%
Value ($000) $265 Shares 1,761 Est. Cost $126.99 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $260 Shares 3,591 Est. Cost $78.77 Unrealized -3.5%
NOBL PROSHARES TR 0.0%
Value ($000) $254 Shares 4,403 Est. Cost $73.01 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $253 Shares 1,053 Est. Cost $50.22 Unrealized +8.1%
ADBE ADOBE INC 0.0%
Value ($000) $252 Shares 791 Est. Cost $294.23 Unrealized +16.3%
CMI CUMMINS INC 0.0%
Value ($000) $251 Shares 1,858 Est. Cost $126.80 Unrealized +6.2%
IAC INTERACTIVECORP 0.0%
Value ($000) $251 Shares 1,400 Est. Cost $210.00 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $243 Shares 3,809 Est. Cost $93.71 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $242 Shares 10,850 Est. Cost $21.71 Unrealized +19.3%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $238 Shares 5,590 Est. Cost $39.65 Unrealized +12.5%
IYW ISHARES TR 0.0%
Value ($000) $237 Shares 1,161 Est. Cost $190.48 Unrealized
ANSYS INC 0.0%
Value ($000) $230 Shares 990 Est. Cost $222.02 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $225 Shares 788 Est. Cost $271.52 Unrealized +2.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $224 Shares 916 Est. Cost $246.86 Unrealized +5.8%
TRMB TRIMBLE INC 0.0%
Value ($000) $221 Shares 6,950 Est. Cost $37.96 Unrealized +3.0%
WBS WEBSTER FINL CORP CONN 0.0%
Value ($000) $221 Shares 9,645 Est. Cost $47.28 Unrealized -14.0%
SDY SPDR SER TR 0.0%
Value ($000) $220 Shares 2,756 Est. Cost $107.57 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $215 Shares 690 Est. Cost $334.25 Unrealized +2.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $214 Shares 3,249 Est. Cost $74.32 Unrealized -4.5%
MEOH METHANEX CORP 0.0%
Value ($000) $213 Shares 17,500 Est. Cost $56.38 Unrealized -49.0%
AMBA AMBARELLA INC 0.0%
Value ($000) $209 Shares 4,300 Est. Cost $51.88 Unrealized +10.6%
NKE NIKE INC 0.0%
Value ($000) $209 Shares 2,525 Est. Cost $86.82 Unrealized -1.1%
BLACKROCK INC 0.0%
Value ($000) $208 Shares 473 Est. Cost $431.95 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $207 Shares 1,433 Est. Cost $163.49 Unrealized +6.6%
CYRUSONE INC 0.0%
Value ($000) $204 Shares 3,310 Est. Cost $52.50 Unrealized
KANSAS CITY SOUTHERN 0.0%
Value ($000) $204 Shares 1,605 Est. Cost $121.58 Unrealized
AMYRIS INC 0.0%
Value ($000) $196 Shares 76,700 Est. Cost $2.77 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $194 Shares 18,508 Est. Cost $19.54 Unrealized -18.5%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $150 Shares 10,500 Est. Cost $14.29 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $114 Shares 24,794 Est. Cost $4.60 Unrealized
PIMCO NEW YORK MUN INCOME FD 0.0%
Value ($000) $112 Shares 10,296 Est. Cost $11.64 Unrealized
FIREEYE INC 0.0%
Value ($000) $109 Shares 10,300 Est. Cost $16.78 Unrealized
M MACYS INC 0.0%
Value ($000) $87 Shares 17,710 Est. Cost $15.65 Unrealized -13.4%
QFIN 360 FINANCE INC 0.0%
Value ($000) $80 Shares 10,000 Est. Cost $8.00 Unrealized
CORBUS PHARMACEUTICALS HLDGS 0.0%
Value ($000) $53 Shares 10,200 Est. Cost $5.20 Unrealized
RTI SURGICAL HOLDINGS INC 0.0%
Value ($000) $34 Shares 20,000 Est. Cost $4.10 Unrealized
HIGHPOINT RES CORP 0.0%
Value ($000) $4 Shares 20,550 Est. Cost $2.21 Unrealized