Teamwork Financial Advisors, LLC Diversified Active

CIK: 0001629931 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 10, 2025

Total Value ($000): $750,899 (100.0% shares, 0.0% debt)

Holdings (173)

AAPL APPLE INC 6.1%
Value ($000) $45,557 Shares 205,089 Est. Cost $110.92 Unrealized +108.0%
JEPI J P MORGAN EXCHANGE TRADED F 5.7%
Value ($000) $43,066 Shares 753,687 Est. Cost $56.13 Unrealized
AMZN AMAZON COM INC 5.5%
Value ($000) $41,537 Shares 218,318 Est. Cost $149.45 Unrealized +45.2%
JEPQ J P MORGAN EXCHANGE TRADED F 3.9%
Value ($000) $28,915 Shares 558,428 Est. Cost $51.51 Unrealized
NVDA NVIDIA CORPORATION 3.6%
Value ($000) $27,204 Shares 251,002 Est. Cost $98.12 Unrealized +29.1%
COWZ PACER FDS TR 3.4%
Value ($000) $25,609 Shares 467,664 Est. Cost $51.93 Unrealized
TSLA TESLA INC 2.9%
Value ($000) $21,507 Shares 82,986 Est. Cost $278.98 Unrealized +19.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.8%
Value ($000) $21,153 Shares 39,718 Est. Cost $453.31 Unrealized +7.2%
XLI SELECT SECTOR SPDR TR 2.7%
Value ($000) $19,917 Shares 151,954 Est. Cost $125.26 Unrealized
GLD SPDR GOLD TR 2.6%
Value ($000) $19,433 Shares 67,444 Est. Cost $288.14 Unrealized
ANET ARISTA NETWORKS INC 2.6%
Value ($000) $19,418 Shares 250,625 Est. Cost $102.63 Unrealized -1.2%
XLV SELECT SECTOR SPDR TR 2.5%
Value ($000) $19,092 Shares 130,756 Est. Cost $146.01 Unrealized
JPM JPMORGAN CHASE & CO. 2.5%
Value ($000) $18,971 Shares 77,339 Est. Cost $186.88 Unrealized +34.3%
BIL SPDR SER TR 2.5%
Value ($000) $18,770 Shares 204,619 Est. Cost $91.80 Unrealized
META META PLATFORMS INC 2.4%
Value ($000) $18,258 Shares 31,678 Est. Cost $365.65 Unrealized +75.9%
SCHV SCHWAB STRATEGIC TR 2.4%
Value ($000) $18,082 Shares 680,271 Est. Cost $26.58 Unrealized
ISRG INTUITIVE SURGICAL INC 2.3%
Value ($000) $17,401 Shares 35,135 Est. Cost $328.97 Unrealized +68.1%
MLPX GLOBAL X FDS 2.3%
Value ($000) $17,177 Shares 269,188 Est. Cost $63.15 Unrealized
TDG TRANSDIGM GROUP INC 2.2%
Value ($000) $16,878 Shares 12,201 Est. Cost $996.25 Unrealized +25.2%
COST COSTCO WHSL CORP NEW 2.1%
Value ($000) $15,927 Shares 16,839 Est. Cost $823.64 Unrealized +17.8%
UBER UBER TECHNOLOGIES INC 2.1%
Value ($000) $15,620 Shares 214,388 Est. Cost $70.64 Unrealized +2.0%
NFLX NETFLIX INC 2.1%
Value ($000) $15,441 Shares 16,558 Est. Cost $57.34 Unrealized +65.8%
MSFT MICROSOFT CORP 2.0%
Value ($000) $15,164 Shares 40,394 Est. Cost $285.71 Unrealized +41.8%
ABBV ABBVIE INC 1.5%
Value ($000) $11,197 Shares 53,439 Est. Cost $183.93 Unrealized +3.0%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $8,460 Shares 71,135 Est. Cost $94.00 Unrealized +14.0%
AMZN AMAZON COM INC 1.1%
Value ($000) $8,257 Shares 43,400 Est. Cost $149.45 Unrealized +45.2%
GOOGL ALPHABET INC 1.1%
Value ($000) $8,068 Shares 52,172 Est. Cost $128.09 Unrealized +41.1%
GRNY TIDAL ETF TR 0.8%
Value ($000) $5,921 Shares 325,800 Est. Cost $19.96 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.7%
Value ($000) $5,604 Shares 54,543 Est. Cost $112.02 Unrealized -0.7%
FANG DIAMONDBACK ENERGY INC 0.7%
Value ($000) $5,571 Shares 34,844 Est. Cost $126.09 Unrealized +24.6%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $5,055 Shares 42,500 Est. Cost $94.00 Unrealized +14.0%
EMR EMERSON ELEC CO 0.6%
Value ($000) $4,875 Shares 44,462 Est. Cost $110.88 Unrealized +7.1%
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value ($000) $4,329 Shares 12,279 Est. Cost $290.36 Unrealized +31.2%
ORCL ORACLE CORP 0.6%
Value ($000) $4,311 Shares 30,834 Est. Cost $112.84 Unrealized +43.2%
CAT CATERPILLAR INC 0.5%
Value ($000) $3,899 Shares 11,823 Est. Cost $323.70 Unrealized +8.7%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $3,748 Shares 13,928 Est. Cost $181.00 Unrealized +61.6%
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $3,709 Shares 74,463 Est. Cost $42.32 Unrealized
SPGI S&P GLOBAL INC 0.5%
Value ($000) $3,643 Shares 7,170 Est. Cost $492.18 Unrealized +3.1%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $3,587 Shares 21,019 Est. Cost $174.04 Unrealized +6.2%
AXON AXON ENTERPRISE INC 0.5%
Value ($000) $3,501 Shares 6,657 Est. Cost $311.55 Unrealized +87.9%
PGR PROGRESSIVE CORP 0.5%
Value ($000) $3,458 Shares 12,217 Est. Cost $237.18 Unrealized +3.4%
GRMN GARMIN LTD 0.5%
Value ($000) $3,453 Shares 15,903 Est. Cost $151.54 Unrealized +40.5%
ABT ABBOTT LABS 0.5%
Value ($000) $3,414 Shares 25,740 Est. Cost $125.48 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.4%
Value ($000) $3,316 Shares 13,038 Est. Cost $233.02 Unrealized +19.3%
BK BANK NEW YORK MELLON CORP 0.4%
Value ($000) $3,181 Shares 37,929 Est. Cost $75.70 Unrealized +9.1%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $3,041 Shares 23,024 Est. Cost $139.37 Unrealized -7.2%
GEV GE VERNOVA INC 0.4%
Value ($000) $2,995 Shares 9,810 Est. Cost $348.14 Unrealized 0.0%
PWR QUANTA SVCS INC 0.4%
Value ($000) $2,952 Shares 11,614 Est. Cost $314.94 Unrealized -8.3%
GOOG ALPHABET INC 0.4%
Value ($000) $2,948 Shares 18,868 Est. Cost $119.60 Unrealized +52.6%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $2,930 Shares 44,908 Est. Cost $77.71 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,886 Shares 103,211 Est. Cost $36.32 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $2,829 Shares 5,179 Est. Cost $561.81 Unrealized +5.1%
ETN EATON CORP PLC 0.4%
Value ($000) $2,827 Shares 10,400 Est. Cost $327.76 Unrealized -5.9%
QCOM QUALCOMM INC 0.4%
Value ($000) $2,792 Shares 18,174 Est. Cost $159.68 Unrealized 0.0%
GOOG ALPHABET INC 0.4%
Value ($000) $2,750 Shares 17,600 Est. Cost $119.60 Unrealized +52.6%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $2,562 Shares 30,356 Est. Cost $84.57 Unrealized +3.8%
SFY TIDAL ETF TR 0.3%
Value ($000) $2,548 Shares 25,000 Est. Cost $108.84 Unrealized
V VISA INC 0.3%
Value ($000) $2,492 Shares 7,111 Est. Cost $219.64 Unrealized +53.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $2,463 Shares 14,836 Est. Cost $152.44 Unrealized
MSTR MICROSTRATEGY INC 0.3%
Value ($000) $2,419 Shares 8,392 Est. Cost $270.17 Unrealized +17.5%
LAC LITHIUM AMERS CORP NEW 0.3%
Value ($000) $2,325 Shares 857,754 Est. Cost $3.01 Unrealized +0.2%
QDPL PACER FDS TR 0.3%
Value ($000) $2,319 Shares 63,496 Est. Cost $36.52 Unrealized
NVO NOVO-NORDISK A S 0.3%
Value ($000) $2,214 Shares 31,883 Est. Cost $79.68 Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $2,131 Shares 5,556 Est. Cost $428.84 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $2,124 Shares 19,600 Est. Cost $98.12 Unrealized +29.1%
FDL FIRST TR MORNINGSTAR DIVID L 0.3%
Value ($000) $2,074 Shares 47,734 Est. Cost $34.40 Unrealized
CALF PACER FDS TR 0.3%
Value ($000) $2,002 Shares 53,378 Est. Cost $47.86 Unrealized
SPYM SPDR SER TR 0.3%
Value ($000) $1,941 Shares 29,510 Est. Cost $49.62 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $1,878 Shares 6,018 Est. Cost $349.45 Unrealized 0.0%
AVGO BROADCOM INC 0.2%
Value ($000) $1,733 Shares 10,352 Est. Cost $161.50 Unrealized +29.9%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,684 Shares 3,276 Est. Cost $308.71 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,429 Shares 9,528 Est. Cost $143.48 Unrealized 0.0%
ASML ASML HOLDING N V 0.2%
Value ($000) $1,413 Shares 2,133 Est. Cost $691.82 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $1,347 Shares 9,280 Est. Cost $179.18 Unrealized -7.0%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $1,342 Shares 39,322 Est. Cost $22.37 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $1,326 Shares 2,300 Est. Cost $365.65 Unrealized +75.9%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $1,311 Shares 15,089 Est. Cost $100.07 Unrealized -4.3%
CRM SALESFORCE INC 0.2%
Value ($000) $1,285 Shares 4,790 Est. Cost $292.05 Unrealized +5.8%
TTD THE TRADE DESK INC 0.2%
Value ($000) $1,273 Shares 23,263 Est. Cost $74.66 Unrealized +21.2%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,272 Shares 11,567 Est. Cost $119.87 Unrealized -6.0%
PFE PFIZER INC 0.2%
Value ($000) $1,268 Shares 50,040 Est. Cost $25.08 Unrealized -1.5%
HDV ISHARES TR 0.2%
Value ($000) $1,228 Shares 10,137 Est. Cost $99.30 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.2%
Value ($000) $1,215 Shares 13,130 Est. Cost $92.02 Unrealized 0.0%
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,201 Shares 3,200 Est. Cost $285.71 Unrealized +41.8%
GWW GRAINGER W W INC 0.1%
Value ($000) $1,046 Shares 1,058 Est. Cost $818.96 Unrealized +25.3%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,017 Shares 2,168 Est. Cost $403.65 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $1,010 Shares 17,404 Est. Cost $54.79 Unrealized -4.0%
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $933 Shares 80,250 Est. Cost $14.41 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $914 Shares 21,964 Est. Cost $47.54 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $907 Shares 11,700 Est. Cost $102.63 Unrealized -1.2%
JPSE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $893 Shares 20,487 Est. Cost $44.14 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $886 Shares 454 Est. Cost $943.48 Unrealized +110.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $867 Shares 19,115 Est. Cost $35.99 Unrealized +10.0%
DGRO ISHARES TR 0.1%
Value ($000) $857 Shares 13,869 Est. Cost $61.67 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $855 Shares 1,521 Est. Cost $357.45 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $759 Shares 3,050 Est. Cost $130.32 Unrealized +83.7%
CCI CROWN CASTLE INC 0.1%
Value ($000) $753 Shares 7,226 Est. Cost $96.92 Unrealized -8.0%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $745 Shares 4,303 Est. Cost $175.23 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $737 Shares 4,400 Est. Cost $161.50 Unrealized +29.9%
IJR ISHARES TR 0.1%
Value ($000) $731 Shares 6,992 Est. Cost $116.30 Unrealized
VICI VICI PPTYS INC 0.1%
Value ($000) $715 Shares 21,906 Est. Cost $25.66 Unrealized +13.6%
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $703 Shares 18,465 Est. Cost $37.86 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $671 Shares 2,152 Est. Cost $311.50 Unrealized -7.8%
KLAC KLA CORP 0.1%
Value ($000) $662 Shares 973 Est. Cost $519.48 Unrealized +37.6%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $630 Shares 22,075 Est. Cost $15.51 Unrealized +72.2%
T AT&T INC 0.1%
Value ($000) $627 Shares 22,163 Est. Cost $16.39 Unrealized +48.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $604 Shares 10,069 Est. Cost $35.23 Unrealized +44.8%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $594 Shares 1,200 Est. Cost $328.97 Unrealized +68.1%
EPR EPR PPTYS 0.1%
Value ($000) $578 Shares 10,984 Est. Cost $44.50 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $567 Shares 600 Est. Cost $823.64 Unrealized +17.8%
SPTL SPDR SER TR 0.1%
Value ($000) $545 Shares 19,980 Est. Cost $29.07 Unrealized
WMT WALMART INC 0.1%
Value ($000) $536 Shares 6,108 Est. Cost $52.06 Unrealized +78.5%
ZS ZSCALER INC 0.1%
Value ($000) $511 Shares 2,574 Est. Cost $192.11 Unrealized +3.7%
BOXX EA SERIES TRUST 0.1%
Value ($000) $508 Shares 4,559 Est. Cost $110.28 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $507 Shares 637 Est. Cost $147.37 Unrealized +30.8%
EOG EOG RES INC 0.1%
Value ($000) $503 Shares 3,924 Est. Cost $121.88 Unrealized +2.7%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $500 Shares 2,990 Est. Cost $133.42 Unrealized +12.8%
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $494 Shares 3,785 Est. Cost $87.14 Unrealized +56.7%
WPC WP CAREY INC 0.1%
Value ($000) $478 Shares 7,581 Est. Cost $65.62 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $448 Shares 8,630 Est. Cost $42.91 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $443 Shares 23,806 Est. Cost $13.46 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $424 Shares 3,284 Est. Cost $128.96 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $415 Shares 6,944 Est. Cost $41.38 Unrealized +33.9%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $408 Shares 4,366 Est. Cost $69.50 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $408 Shares 2,791 Est. Cost $169.70 Unrealized 0.0%
SPYG SPDR SER TR 0.1%
Value ($000) $395 Shares 4,912 Est. Cost $58.57 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $389 Shares 1,500 Est. Cost $278.98 Unrealized +19.5%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $387 Shares 4,902 Est. Cost $66.88 Unrealized
IRM IRON MTN INC DEL 0.1%
Value ($000) $384 Shares 4,464 Est. Cost $32.88 Unrealized +183.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $380 Shares 2,395 Est. Cost $91.09 Unrealized +50.4%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $375 Shares 1,300 Est. Cost $270.17 Unrealized +17.5%
IJH ISHARES TR 0.0%
Value ($000) $361 Shares 6,183 Est. Cost $58.59 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $358 Shares 1,848 Est. Cost $151.92 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $352 Shares 9,408 Est. Cost $37.82 Unrealized -8.6%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $351 Shares 723 Est. Cost $476.46 Unrealized -2.2%
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $349 Shares 6,173 Est. Cost $32.66 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $337 Shares 1,665 Est. Cost $131.45 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $331 Shares 7,476 Est. Cost $32.17 Unrealized +28.7%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $310 Shares 1,800 Est. Cost $183.50 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $310 Shares 6,196 Est. Cost $50.96 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $305 Shares 20,797 Est. Cost $8.69 Unrealized +54.5%
PSX PHILLIPS 66 0.0%
Value ($000) $303 Shares 2,457 Est. Cost $115.82 Unrealized +3.0%
BA BOEING CO 0.0%
Value ($000) $299 Shares 1,754 Est. Cost $156.93 Unrealized +10.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $299 Shares 571 Est. Cost $502.40 Unrealized -0.6%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $293 Shares 6,262 Est. Cost $46.81 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $291 Shares 4,943 Est. Cost $46.34 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $276 Shares 334 Est. Cost $790.93 Unrealized +4.5%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $274 Shares 489 Est. Cost $404.88 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $271 Shares 2,223 Est. Cost $103.28 Unrealized +16.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $257 Shares 5,122 Est. Cost $61.93 Unrealized -12.2%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $248 Shares 9,912 Est. Cost $25.04 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $238 Shares 650 Est. Cost $247.36 Unrealized +53.9%
DIV GLOBAL X FDS 0.0%
Value ($000) $234 Shares 12,420 Est. Cost $18.40 Unrealized
HYMB SPDR SER TR 0.0%
Value ($000) $230 Shares 9,110 Est. Cost $25.22 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $229 Shares 10,349 Est. Cost $18.23 Unrealized +14.4%
IJK ISHARES TR 0.0%
Value ($000) $227 Shares 2,725 Est. Cost $91.82 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $226 Shares 5,460 Est. Cost $36.58 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $226 Shares 851 Est. Cost $242.42 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $224 Shares 1,537 Est. Cost $146.02 Unrealized -0.6%
JPME J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $223 Shares 2,216 Est. Cost $104.51 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $208 Shares 1,346 Est. Cost $143.02 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $208 Shares 1,300 Est. Cost $126.09 Unrealized +24.6%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $202 Shares 5,888 Est. Cost $36.35 Unrealized +4.4%
WMB WILLIAMS COS INC 0.0%
Value ($000) $191 Shares 3,200 Est. Cost $41.38 Unrealized +33.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $131 Shares 1,800 Est. Cost $70.64 Unrealized +2.0%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $128 Shares 31,237 Est. Cost $3.98 Unrealized -9.1%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $117 Shares 2,500 Est. Cost $46.81 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $105 Shares 17,451 Est. Cost $10.45 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $99 Shares 300 Est. Cost $323.70 Unrealized +8.7%
OXFORD LANE CAP CORP 0.0%
Value ($000) $59 Shares 12,483 Est. Cost $5.24 Unrealized
SACH SACHEM CAP CORP 0.0%
Value ($000) $58 Shares 50,082 Est. Cost $3.63 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $35 Shares 100 Est. Cost $290.36 Unrealized +31.2%
FTHM FATHOM HOLDINGS INC 0.0%
Value ($000) $11 Shares 12,402 Est. Cost $29.22 Unrealized -96.1%