Synergy Asset Management, LLC Quant / Systematic

CIK: 0001699080 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 22, 2025

Total Value ($000): $793,095 (100.0% shares, 0.0% debt)

Holdings (171)

MSFT MICROSOFT CORP 8.4%
Value ($000) $66,860 Shares 178,107 Est. Cost $360.87 Unrealized +12.3%
BIL SPDR SER TR 6.2%
Value ($000) $48,923 Shares 533,333 Est. Cost $91.68 Unrealized
SGOV ISHARES TR 5.5%
Value ($000) $43,376 Shares 430,875 Est. Cost $100.55 Unrealized
AAPL APPLE INC 4.9%
Value ($000) $39,045 Shares 175,777 Est. Cost $179.93 Unrealized +28.3%
NVDA NVIDIA CORPORATION 4.0%
Value ($000) $31,917 Shares 294,490 Est. Cost $119.27 Unrealized +6.2%
AMZN AMAZON COM INC 3.7%
Value ($000) $29,290 Shares 153,946 Est. Cost $135.71 Unrealized +59.9%
GOOGL ALPHABET INC 3.4%
Value ($000) $26,814 Shares 173,395 Est. Cost $136.54 Unrealized +32.3%
KO COCA COLA CO 3.3%
Value ($000) $26,565 Shares 370,909 Est. Cost $63.00 Unrealized +3.1%
AXS AXIS CAP HLDGS LTD 3.3%
Value ($000) $26,499 Shares 264,360 Est. Cost $91.53 Unrealized 0.0%
CORT CORCEPT THERAPEUTICS INC 2.5%
Value ($000) $19,503 Shares 170,751 Est. Cost $44.99 Unrealized +35.3%
META META PLATFORMS INC 2.4%
Value ($000) $19,282 Shares 33,455 Est. Cost $437.60 Unrealized +47.0%
LDOS LEIDOS HOLDINGS INC 2.4%
Value ($000) $19,069 Shares 141,314 Est. Cost $153.79 Unrealized -10.1%
SLB SCHLUMBERGER LTD 2.3%
Value ($000) $18,348 Shares 438,944 Est. Cost $43.71 Unrealized -8.7%
COR CENCORA INC 2.2%
Value ($000) $17,649 Shares 63,464 Est. Cost $233.11 Unrealized +7.1%
PG PROCTER AND GAMBLE CO 2.1%
Value ($000) $16,265 Shares 95,440 Est. Cost $163.19 Unrealized +0.5%
TSLA TESLA INC 1.9%
Value ($000) $15,301 Shares 59,040 Est. Cost $294.91 Unrealized +13.0%
ADBE ADOBE INC 1.8%
Value ($000) $14,510 Shares 37,834 Est. Cost $446.77 Unrealized -4.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $12,944 Shares 24,304 Est. Cost $438.35 Unrealized +10.9%
GILD GILEAD SCIENCES INC 1.5%
Value ($000) $11,933 Shares 106,500 Est. Cost $84.06 Unrealized +19.6%
AVGO BROADCOM INC 1.4%
Value ($000) $11,336 Shares 67,704 Est. Cost $194.85 Unrealized +7.7%
RSG REPUBLIC SVCS INC 1.4%
Value ($000) $11,322 Shares 46,754 Est. Cost $221.89 Unrealized 0.0%
URI UNITED RENTALS INC 1.2%
Value ($000) $9,189 Shares 14,663 Est. Cost $682.18 Unrealized 0.0%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $8,972 Shares 53,631 Est. Cost $143.99 Unrealized +4.5%
MDT MEDTRONIC PLC 1.1%
Value ($000) $8,834 Shares 98,314 Est. Cost $81.79 Unrealized +6.9%
VTI VANGUARD INDEX FDS 1.0%
Value ($000) $8,042 Shares 29,259 Est. Cost $264.73 Unrealized
HON HONEYWELL INTL INC 0.9%
Value ($000) $7,515 Shares 35,489 Est. Cost $195.45 Unrealized +1.5%
FTSM FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $6,826 Shares 114,063 Est. Cost $59.64 Unrealized
ETN EATON CORP PLC 0.8%
Value ($000) $6,660 Shares 24,499 Est. Cost $321.17 Unrealized -3.9%
O REALTY INCOME CORP 0.8%
Value ($000) $6,433 Shares 110,887 Est. Cost $51.96 Unrealized +1.2%
SPGI S&P GLOBAL INC 0.8%
Value ($000) $6,162 Shares 12,128 Est. Cost $496.83 Unrealized +2.2%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $5,751 Shares 155,860 Est. Cost $39.50 Unrealized -11.3%
ABT ABBOTT LABS 0.7%
Value ($000) $5,503 Shares 41,486 Est. Cost $102.77 Unrealized +22.1%
KMB KIMBERLY-CLARK CORP 0.7%
Value ($000) $5,449 Shares 38,314 Est. Cost $129.79 Unrealized -0.0%
CSCO CISCO SYS INC 0.7%
Value ($000) $5,250 Shares 85,073 Est. Cost $46.91 Unrealized +28.1%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $5,230 Shares 9,541 Est. Cost $464.98 Unrealized +16.6%
WTRG ESSENTIAL UTILS INC 0.6%
Value ($000) $5,088 Shares 128,722 Est. Cost $39.06 Unrealized -6.0%
ADI ANALOG DEVICES INC 0.6%
Value ($000) $5,081 Shares 25,195 Est. Cost $219.79 Unrealized -3.1%
GE GE AEROSPACE 0.6%
Value ($000) $5,057 Shares 25,265 Est. Cost $167.73 Unrealized +16.7%
MO ALTRIA GROUP INC 0.6%
Value ($000) $4,722 Shares 78,680 Est. Cost $48.78 Unrealized +4.6%
USB US BANCORP DEL 0.6%
Value ($000) $4,407 Shares 104,392 Est. Cost $44.20 Unrealized -0.0%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $4,290 Shares 8,190 Est. Cost $520.80 Unrealized -4.1%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $4,208 Shares 9,421 Est. Cost $508.95 Unrealized -11.9%
AGG ISHARES TR 0.5%
Value ($000) $4,100 Shares 41,450 Est. Cost $98.30 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $3,961 Shares 87,317 Est. Cost $37.88 Unrealized +4.5%
EPD ENTERPRISE PRODS PARTNERS L 0.5%
Value ($000) $3,821 Shares 111,912 Est. Cost $29.82 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $3,694 Shares 3,906 Est. Cost $716.10 Unrealized +35.5%
KLAC KLA CORP 0.4%
Value ($000) $3,516 Shares 5,172 Est. Cost $669.07 Unrealized +6.8%
LLY ELI LILLY & CO 0.4%
Value ($000) $3,392 Shares 4,107 Est. Cost $807.30 Unrealized +2.4%
STIP ISHARES TR 0.4%
Value ($000) $3,221 Shares 31,126 Est. Cost $103.47 Unrealized
GHYG ISHARES INC 0.4%
Value ($000) $3,193 Shares 71,647 Est. Cost $44.56 Unrealized
EMTL SSGA ACTIVE TR 0.4%
Value ($000) $3,164 Shares 73,402 Est. Cost $43.10 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $3,158 Shares 68,548 Est. Cost $46.07 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $3,126 Shares 34,822 Est. Cost $108.21 Unrealized -16.7%
MSTR MICROSTRATEGY INC 0.4%
Value ($000) $2,893 Shares 10,036 Est. Cost $226.27 Unrealized +40.3%
NFG NATIONAL FUEL GAS CO 0.4%
Value ($000) $2,888 Shares 36,474 Est. Cost $57.81 Unrealized +24.4%
DDIV FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $2,617 Shares 69,298 Est. Cost $37.17 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $2,580 Shares 27,941 Est. Cost $92.35 Unrealized
QMAG FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $2,557 Shares 126,534 Est. Cost $20.86 Unrealized
ESGE ISHARES INC 0.3%
Value ($000) $2,556 Shares 73,145 Est. Cost $34.96 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.3%
Value ($000) $2,544 Shares 43,680 Est. Cost $58.25 Unrealized
GAUG FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $2,266 Shares 65,225 Est. Cost $32.27 Unrealized
GVAL CAMBRIA ETF TR 0.3%
Value ($000) $2,134 Shares 86,203 Est. Cost $24.75 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $2,129 Shares 10,159 Est. Cost $179.04 Unrealized +5.8%
PVAL PUTNAM ETF TRUST 0.3%
Value ($000) $2,039 Shares 53,538 Est. Cost $38.05 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $2,034 Shares 7,059 Est. Cost $245.42 Unrealized
MTUM ISHARES TR 0.3%
Value ($000) $1,994 Shares 9,865 Est. Cost $202.13 Unrealized
CHE CHEMED CORP NEW 0.2%
Value ($000) $1,876 Shares 3,049 Est. Cost $564.87 Unrealized +0.2%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,786 Shares 29,445 Est. Cost $58.43 Unrealized
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $1,753 Shares 5,073 Est. Cost $340.06 Unrealized -6.1%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,730 Shares 3,093 Est. Cost $502.27 Unrealized
IAGG ISHARES TR 0.2%
Value ($000) $1,718 Shares 34,372 Est. Cost $50.35 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $1,685 Shares 9,770 Est. Cost $143.26 Unrealized +13.1%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $1,681 Shares 4,534 Est. Cost $354.00 Unrealized
RING ISHARES INC 0.2%
Value ($000) $1,600 Shares 41,716 Est. Cost $33.01 Unrealized
SLVP ISHARES INC 0.2%
Value ($000) $1,565 Shares 104,422 Est. Cost $14.95 Unrealized
MLPX GLOBAL X FDS 0.2%
Value ($000) $1,559 Shares 24,428 Est. Cost $63.81 Unrealized
KIE SPDR SER TR 0.2%
Value ($000) $1,539 Shares 25,428 Est. Cost $60.53 Unrealized
VICI VICI PPTYS INC 0.2%
Value ($000) $1,488 Shares 45,608 Est. Cost $29.16 Unrealized -0.0%
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,371 Shares 32,864 Est. Cost $37.85 Unrealized +15.3%
QMAR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,359 Shares 48,045 Est. Cost $28.80 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,281 Shares 12,194 Est. Cost $97.03 Unrealized -0.2%
FJAN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,261 Shares 28,435 Est. Cost $44.35 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,257 Shares 26,382 Est. Cost $47.63 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,226 Shares 16,005 Est. Cost $75.38 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $1,203 Shares 11,929 Est. Cost $100.70 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,116 Shares 15,540 Est. Cost $54.85 Unrealized +34.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,019 Shares 3,261 Est. Cost $275.13 Unrealized +6.5%
GPK GRAPHIC PACKAGING HLDG CO 0.1%
Value ($000) $1,018 Shares 39,216 Est. Cost $25.88 Unrealized +3.4%
QSPT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $997 Shares 37,598 Est. Cost $26.51 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value ($000) $969 Shares 8,765 Est. Cost $124.21 Unrealized +2.0%
SHY ISHARES TR 0.1%
Value ($000) $947 Shares 11,448 Est. Cost $82.41 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $906 Shares 2,747 Est. Cost $381.74 Unrealized -7.8%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $896 Shares 2,061 Est. Cost $394.28 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $840 Shares 5,067 Est. Cost $147.64 Unrealized +3.3%
SLV ISHARES SILVER TR 0.1%
Value ($000) $836 Shares 26,978 Est. Cost $30.34 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $821 Shares 2,688 Est. Cost $208.44 Unrealized +41.7%
FNDE SCHWAB STRATEGIC TR 0.1%
Value ($000) $812 Shares 26,371 Est. Cost $29.55 Unrealized
FTSD FRANKLIN ETF TR 0.1%
Value ($000) $799 Shares 8,806 Est. Cost $90.34 Unrealized
BILS SPDR SER TR 0.1%
Value ($000) $796 Shares 8,000 Est. Cost $99.49 Unrealized
USTB VICTORY PORTFOLIOS II 0.1%
Value ($000) $792 Shares 15,641 Est. Cost $50.65 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $790 Shares 1,538 Est. Cost $515.98 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $755 Shares 1,611 Est. Cost $492.18 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $712 Shares 3,668 Est. Cost $176.46 Unrealized
BUFS FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $687 Shares 33,943 Est. Cost $20.25 Unrealized
MMM 3M CO 0.1%
Value ($000) $663 Shares 4,512 Est. Cost $114.37 Unrealized +26.4%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $595 Shares 3,432 Est. Cost $173.29 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $592 Shares 7,017 Est. Cost $58.75 Unrealized +49.5%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $569 Shares 3,542 Est. Cost $147.87 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $566 Shares 4,760 Est. Cost $102.49 Unrealized +4.6%
QDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $544 Shares 20,797 Est. Cost $26.63 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $539 Shares 5,917 Est. Cost $93.28 Unrealized
QMMY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $535 Shares 25,705 Est. Cost $21.62 Unrealized
ILF ISHARES TR 0.1%
Value ($000) $518 Shares 21,982 Est. Cost $23.57 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $512 Shares 3,224 Est. Cost $130.40 Unrealized +5.1%
GJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $509 Shares 13,510 Est. Cost $37.67 Unrealized
UGA UNITED STS GASOLINE FD LP 0.1%
Value ($000) $503 Shares 7,836 Est. Cost $64.25 Unrealized
GAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $502 Shares 13,359 Est. Cost $37.57 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $499 Shares 14,438 Est. Cost $34.53 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $491 Shares 5,310 Est. Cost $86.69 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $480 Shares 1,697 Est. Cost $178.07 Unrealized +37.8%
ICVT ISHARES TR 0.1%
Value ($000) $431 Shares 5,155 Est. Cost $82.44 Unrealized
FDG AMERICAN CENTY ETF TR 0.1%
Value ($000) $426 Shares 4,688 Est. Cost $103.73 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $420 Shares 3,784 Est. Cost $106.77 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $404 Shares 5,706 Est. Cost $64.39 Unrealized +6.6%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $402 Shares 7,907 Est. Cost $50.87 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $397 Shares 6,510 Est. Cost $53.55 Unrealized +3.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $391 Shares 3,984 Est. Cost $90.00 Unrealized +12.2%
GDX VANECK ETF TRUST 0.0%
Value ($000) $390 Shares 8,484 Est. Cost $43.62 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $362 Shares 15,065 Est. Cost $22.90 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $358 Shares 6,256 Est. Cost $53.63 Unrealized
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $357 Shares 2,721 Est. Cost $120.97 Unrealized 0.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $350 Shares 2,379 Est. Cost $147.98 Unrealized 0.0%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $343 Shares 29,606 Est. Cost $9.30 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $343 Shares 14,134 Est. Cost $24.05 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $321 Shares 4,143 Est. Cost $101.39 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $320 Shares 6,551 Est. Cost $49.29 Unrealized
FLRN SPDR SER TR 0.0%
Value ($000) $308 Shares 10,000 Est. Cost $30.82 Unrealized
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $301 Shares 14,270 Est. Cost $21.12 Unrealized
FFIV F5 INC 0.0%
Value ($000) $296 Shares 1,112 Est. Cost $200.82 Unrealized +39.2%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $296 Shares 3,000 Est. Cost $107.74 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value ($000) $296 Shares 3,036 Est. Cost $103.77 Unrealized -0.8%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $294 Shares 6,381 Est. Cost $45.91 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $292 Shares 9,783 Est. Cost $29.86 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $287 Shares 2,609 Est. Cost $99.11 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $285 Shares 771 Est. Cost $431.82 Unrealized 0.0%
HODL VANECK BITCOIN ETF 0.0%
Value ($000) $280 Shares 12,004 Est. Cost $51.38 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $280 Shares 2,675 Est. Cost $115.00 Unrealized
BA BOEING CO 0.0%
Value ($000) $274 Shares 1,606 Est. Cost $174.41 Unrealized -0.8%
GOOG ALPHABET INC 0.0%
Value ($000) $273 Shares 1,747 Est. Cost $177.78 Unrealized +2.6%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $272 Shares 1,112 Est. Cost $241.71 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $271 Shares 8,210 Est. Cost $30.31 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $267 Shares 4,095 Est. Cost $63.51 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $265 Shares 5,802 Est. Cost $45.95 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $258 Shares 8,380 Est. Cost $32.23 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $254 Shares 4,199 Est. Cost $63.14 Unrealized
VCEB VANGUARD WORLD FD 0.0%
Value ($000) $248 Shares 3,944 Est. Cost $62.92 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $246 Shares 437 Est. Cost $565.35 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $237 Shares 3,050 Est. Cost $66.46 Unrealized 0.0%
V VISA INC 0.0%
Value ($000) $234 Shares 668 Est. Cost $266.02 Unrealized +26.4%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $226 Shares 6,194 Est. Cost $47.89 Unrealized -13.4%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $225 Shares 6,916 Est. Cost $32.51 Unrealized
EMHY ISHARES INC 0.0%
Value ($000) $223 Shares 5,833 Est. Cost $38.92 Unrealized
BGLD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $214 Shares 10,170 Est. Cost $21.60 Unrealized
FPXI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $205 Shares 4,361 Est. Cost $47.10 Unrealized
DRD DRDGOLD LIMITED 0.0%
Value ($000) $168 Shares 10,855 Est. Cost $15.44 Unrealized
IAG IAMGOLD CORP 0.0%
Value ($000) $124 Shares 19,797 Est. Cost $5.01 Unrealized +18.0%
CDE COEUR MNG INC 0.0%
Value ($000) $113 Shares 19,162 Est. Cost $6.17 Unrealized 0.0%
CLSK CLEANSPARK INC 0.0%
Value ($000) $79 Shares 11,716 Est. Cost $12.70 Unrealized -25.5%
MVIS MICROVISION INC DEL 0.0%
Value ($000) $48 Shares 38,472 Est. Cost $1.21 Unrealized +15.0%
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value ($000) $45 Shares 31,000 Est. Cost $1.86 Unrealized -0.7%
ABSI ABSCI CORPORATION 0.0%
Value ($000) $38 Shares 15,000 Est. Cost $3.67 Unrealized 0.0%