Summit Trail Advisors, LLC Diversified Active

CIK: 0001698478 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value ($000): $927,271 (100.0% shares, 0.0% debt)

Holdings (193)

VOO VANGUARD INDEX FDS 21.3%
Value ($000) $197,849 Shares 543,093 Est. Cost $344.18 Unrealized
SNOW SNOWFLAKE INC 6.3%
Value ($000) $58,287 Shares 254,216 Est. Cost $271.06 Unrealized -1.5%
IVV ISHARES TR 5.5%
Value ($000) $50,728 Shares 127,515 Est. Cost $273.25 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 5.2%
Value ($000) $48,085 Shares 923,820 Est. Cost $41.42 Unrealized
EXPD EXPEDITORS INTL WASH INC 4.2%
Value ($000) $38,928 Shares 361,482 Est. Cost $66.51 Unrealized +36.7%
ISHARES GOLD TR 3.3%
Value ($000) $31,053 Shares 1,909,773 Est. Cost $17.70 Unrealized
AVGO BROADCOM INC 3.3%
Value ($000) $30,254 Shares 65,250 Est. Cost $24.64 Unrealized +69.0%
IGV ISHARES TR 3.1%
Value ($000) $29,038 Shares 85,051 Est. Cost $307.73 Unrealized
SPY SPDR S&P 500 ETF TR 2.5%
Value ($000) $22,974 Shares 57,780 Est. Cost $236.43 Unrealized
DOCU DOCUSIGN INC 2.3%
Value ($000) $21,191 Shares 104,674 Est. Cost $231.53 Unrealized +0.2%
APPLE INC 1.9%
Value ($000) $17,985 Shares 147,239 Est. Cost $122.15 Unrealized
GOOG ALPHABET INC 1.9%
Value ($000) $17,868 Shares 8,638 Est. Cost $66.51 Unrealized +48.1%
AGG ISHARES TR 1.7%
Value ($000) $15,524 Shares 136,379 Est. Cost $116.29 Unrealized
XLP SELECT SECTOR SPDR TR 1.6%
Value ($000) $15,238 Shares 223,065 Est. Cost $66.75 Unrealized
GOOGL ALPHABET INC 1.6%
Value ($000) $14,457 Shares 7,010 Est. Cost $64.66 Unrealized +51.5%
MIMECAST LTD 1.5%
Value ($000) $13,971 Shares 347,443 Est. Cost $41.66 Unrealized
AMAZON COM INC 1.5%
Value ($000) $13,718 Shares 4,434 Est. Cost $3093.82 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.4%
Value ($000) $13,256 Shares 569,180 Est. Cost $26.08 Unrealized +5.1%
JD JD.COM INC 1.3%
Value ($000) $12,271 Shares 145,515 Est. Cost $35.57 Unrealized
KOD KODIAK SCIENCES INC 1.3%
Value ($000) $12,216 Shares 107,737 Est. Cost $44.01 Unrealized +210.4%
PTON PELOTON INTERACTIVE INC 1.3%
Value ($000) $11,987 Shares 106,610 Est. Cost $121.81 Unrealized +8.9%
IWM ISHARES TR 1.0%
Value ($000) $9,181 Shares 41,554 Est. Cost $115.94 Unrealized
DRUP GRANITESHARES ETF TR 1.0%
Value ($000) $8,914 Shares 242,038 Est. Cost $33.68 Unrealized
OKTA OKTA INC 0.9%
Value ($000) $8,789 Shares 39,874 Est. Cost $186.69 Unrealized +34.6%
DUCK CREEK TECHNOLOGIES INC 0.9%
Value ($000) $8,783 Shares 194,564 Est. Cost $45.14 Unrealized
VTV VANGUARD INDEX FDS 0.9%
Value ($000) $8,442 Shares 64,218 Est. Cost $131.46 Unrealized
TENB TENABLE HLDGS INC 0.9%
Value ($000) $8,324 Shares 230,028 Est. Cost $41.66 Unrealized +8.5%
XLU SELECT SECTOR SPDR TR 0.7%
Value ($000) $6,134 Shares 95,778 Est. Cost $65.04 Unrealized
UBER UBER TECHNOLOGIES INC 0.7%
Value ($000) $6,082 Shares 111,578 Est. Cost $33.01 Unrealized +69.1%
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value ($000) $5,891 Shares 32,277 Est. Cost $188.32 Unrealized +12.3%
MSFT MICROSOFT CORP 0.6%
Value ($000) $5,607 Shares 23,780 Est. Cost $178.40 Unrealized +24.9%
CAPITOL INVESTMENT CORP V 0.6%
Value ($000) $5,245 Shares 500,000 Est. Cost $10.30 Unrealized
DVY ISHARES TR 0.5%
Value ($000) $4,746 Shares 41,598 Est. Cost $101.42 Unrealized
EEMA ISHARES INC 0.5%
Value ($000) $4,724 Shares 52,070 Est. Cost $90.72 Unrealized
DASH DOORDASH INC 0.5%
Value ($000) $4,548 Shares 34,680 Est. Cost $167.51 Unrealized 0.0%
META FACEBOOK INC 0.5%
Value ($000) $4,540 Shares 15,414 Est. Cost $272.24 Unrealized -1.8%
ATHENE HOLDING LTD 0.4%
Value ($000) $3,822 Shares 75,832 Est. Cost $40.39 Unrealized
GLRE GREENLIGHT CAPITAL RE LTD 0.4%
Value ($000) $3,563 Shares 409,484 Est. Cost $13.51 Unrealized -39.4%
CRM SALESFORCE COM INC 0.4%
Value ($000) $3,406 Shares 16,074 Est. Cost $239.83 Unrealized -8.3%
BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $3,136 Shares 10,767 Est. Cost $291.26 Unrealized
PIMCO MUN INCOME FD II 0.3%
Value ($000) $2,971 Shares 198,904 Est. Cost $13.94 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.3%
Value ($000) $2,945 Shares 173,576 Est. Cost $15.91 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.3%
Value ($000) $2,936 Shares 180,928 Est. Cost $15.31 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $2,638 Shares 40,516 Est. Cost $80.17 Unrealized
SNAP SNAP INC 0.3%
Value ($000) $2,613 Shares 49,966 Est. Cost $57.47 Unrealized 0.0%
TSLA TESLA INC 0.3%
Value ($000) $2,532 Shares 3,791 Est. Cost $179.94 Unrealized +39.5%
VGT VANGUARD WORLD FDS 0.3%
Value ($000) $2,470 Shares 6,889 Est. Cost $257.89 Unrealized
BWFG BANKWELL FINL GROUP INC 0.3%
Value ($000) $2,371 Shares 87,970 Est. Cost $24.13 Unrealized -16.1%
VRNS VARONIS SYS INC 0.3%
Value ($000) $2,361 Shares 45,994 Est. Cost $52.33 Unrealized +13.3%
IJH ISHARES TR 0.3%
Value ($000) $2,324 Shares 8,929 Est. Cost $181.51 Unrealized
EHTH EHEALTH INC 0.2%
Value ($000) $2,316 Shares 31,845 Est. Cost $30.81 Unrealized +107.4%
DVA DAVITA INC 0.2%
Value ($000) $2,304 Shares 21,375 Est. Cost $75.68 Unrealized +46.8%
GLD SPDR GOLD TR 0.2%
Value ($000) $2,262 Shares 14,138 Est. Cost $153.23 Unrealized
INDA ISHARES TR 0.2%
Value ($000) $2,111 Shares 50,048 Est. Cost $34.28 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $2,093 Shares 13,751 Est. Cost $99.56 Unrealized +27.8%
IWF ISHARES TR 0.2%
Value ($000) $2,070 Shares 8,516 Est. Cost $150.68 Unrealized
FROG JFROG LTD 0.2%
Value ($000) $2,065 Shares 46,538 Est. Cost $63.28 Unrealized -8.9%
NUVEEN AMT FREE QLTY MUN INC 0.2%
Value ($000) $2,003 Shares 134,612 Est. Cost $14.35 Unrealized
CCO CLEAR CHANNEL OUTDOOR HLDGS 0.2%
Value ($000) $1,800 Shares 1,000,000 Est. Cost $1.87 Unrealized +1.4%
IJK ISHARES TR 0.2%
Value ($000) $1,791 Shares 22,856 Est. Cost $89.13 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $1,740 Shares 25,155 Est. Cost $60.65 Unrealized
YEXT YEXT INC 0.2%
Value ($000) $1,692 Shares 116,831 Est. Cost $17.10 Unrealized -2.4%
EATON VANCE MUN BD FD 0.2%
Value ($000) $1,611 Shares 121,104 Est. Cost $13.03 Unrealized
EATON VANCE MUNI INCOME TRUS 0.2%
Value ($000) $1,539 Shares 111,788 Est. Cost $12.89 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $1,504 Shares 30,622 Est. Cost $40.49 Unrealized
BLACKROCK MUN INCOME TR 0.2%
Value ($000) $1,491 Shares 99,030 Est. Cost $13.99 Unrealized
LOB LIVE OAK BANCSHARES INC 0.2%
Value ($000) $1,455 Shares 21,250 Est. Cost $52.47 Unrealized 0.0%
NOW SERVICENOW INC 0.2%
Value ($000) $1,452 Shares 2,904 Est. Cost $69.71 Unrealized +51.5%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $1,436 Shares 5,228 Est. Cost $202.45 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,380 Shares 14,188 Est. Cost $67.74 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,379 Shares 2,582 Est. Cost $9.01 Unrealized +48.7%
IWY ISHARES TR 0.1%
Value ($000) $1,288 Shares 9,576 Est. Cost $94.19 Unrealized
V VISA INC 0.1%
Value ($000) $1,230 Shares 5,808 Est. Cost $197.69 Unrealized +2.8%
ACWI ISHARES TR 0.1%
Value ($000) $1,225 Shares 12,871 Est. Cost $64.21 Unrealized
BLACKROCK MUNIHLDS INVSTM QL 0.1%
Value ($000) $1,206 Shares 84,087 Est. Cost $13.52 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.1%
Value ($000) $1,204 Shares 4,337 Est. Cost $273.42 Unrealized -9.6%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,187 Shares 5,741 Est. Cost $137.50 Unrealized
BLACKROCK MUN TARGET TERM TR 0.1%
Value ($000) $1,173 Shares 46,034 Est. Cost $24.59 Unrealized
BLACKROCK MUNIENHANCED FD IN 0.1%
Value ($000) $1,140 Shares 96,077 Est. Cost $11.35 Unrealized
BK OF AMERICA CORP 0.1%
Value ($000) $1,140 Shares 29,472 Est. Cost $38.68 Unrealized
DGRW WISDOMTREE TR 0.1%
Value ($000) $1,093 Shares 19,113 Est. Cost $54.00 Unrealized
XPMQX PIMCO MUN INCOME FD III 0.1%
Value ($000) $1,084 Shares 87,556 Est. Cost $11.80 Unrealized
HQI HIREQUEST INC 0.1%
Value ($000) $1,080 Shares 62,586 Est. Cost $6.04 Unrealized +107.7%
USO UNITED STS OIL FD LP 0.1%
Value ($000) $1,062 Shares 26,212 Est. Cost $28.08 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,042 Shares 5,648 Est. Cost $145.03 Unrealized +24.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,038 Shares 2,176 Est. Cost $294.07 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $1,011 Shares 8,566 Est. Cost $118.02 Unrealized
PLUM ACQUISITION CORP I 0.1%
Value ($000) $995 Shares 100,000 Est. Cost $9.95 Unrealized
RWM PROSHARES TR 0.1%
Value ($000) $948 Shares 43,000 Est. Cost $22.05 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $937 Shares 4,095 Est. Cost $182.07 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $935 Shares 8,617 Est. Cost $79.61 Unrealized
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $914 Shares 12,257 Est. Cost $44.25 Unrealized +32.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $875 Shares 2,675 Est. Cost $165.99 Unrealized +66.8%
PFE PFIZER INC 0.1%
Value ($000) $857 Shares 23,653 Est. Cost $28.63 Unrealized -2.1%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $851 Shares 9,268 Est. Cost $75.07 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $843 Shares 2,369 Est. Cost $301.40 Unrealized +12.7%
EFA ISHARES TR 0.1%
Value ($000) $823 Shares 10,852 Est. Cost $53.46 Unrealized
SMARTSHEET INC 0.1%
Value ($000) $802 Shares 12,554 Est. Cost $69.31 Unrealized
NCINO INC 0.1%
Value ($000) $764 Shares 11,454 Est. Cost $66.70 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $729 Shares 2,424 Est. Cost $171.12 Unrealized
GRBK GREEN BRICK PARTNERS INC 0.1%
Value ($000) $687 Shares 30,270 Est. Cost $17.67 Unrealized +20.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $686 Shares 1,857 Est. Cost $323.85 Unrealized -7.4%
IEO ISHARES TR 0.1%
Value ($000) $677 Shares 13,909 Est. Cost $33.72 Unrealized
OPLN KAR AUCTION SVCS INC 0.1%
Value ($000) $675 Shares 45,000 Est. Cost $19.27 Unrealized -11.6%
GRAFTECH INTL LTD 0.1%
Value ($000) $674 Shares 55,143 Est. Cost $7.73 Unrealized
BHF BRIGHTHOUSE FINL INC 0.1%
Value ($000) $620 Shares 14,000 Est. Cost $48.10 Unrealized -14.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $614 Shares 3,737 Est. Cost $123.82 Unrealized +13.7%
INTC INTEL CORP 0.1%
Value ($000) $610 Shares 9,524 Est. Cost $49.20 Unrealized +9.9%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $582 Shares 2,566 Est. Cost $196.57 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $566 Shares 4,700 Est. Cost $120.43 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $566 Shares 3,420 Est. Cost $165.50 Unrealized
FORTRESS TRANS INFRST INVS L 0.1%
Value ($000) $564 Shares 20,000 Est. Cost $13.00 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $559 Shares 505 Est. Cost $109.68 Unrealized +10.2%
IWD ISHARES TR 0.1%
Value ($000) $558 Shares 3,681 Est. Cost $99.22 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $557 Shares 2,080 Est. Cost $282.20 Unrealized +10.5%
TWITTER INC 0.1%
Value ($000) $556 Shares 8,732 Est. Cost $54.56 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $550 Shares 4,079 Est. Cost $134.84 Unrealized
XOP SPDR SER TR 0.1%
Value ($000) $549 Shares 6,750 Est. Cost $52.15 Unrealized
MCHI ISHARES TR 0.1%
Value ($000) $535 Shares 6,554 Est. Cost $79.78 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $533 Shares 3,936 Est. Cost $123.16 Unrealized -6.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $528 Shares 9,082 Est. Cost $40.40 Unrealized +4.6%
ABERDEEN STD SILVER ETF TR 0.1%
Value ($000) $524 Shares 22,183 Est. Cost $23.62 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $515 Shares 3,112 Est. Cost $131.34 Unrealized +10.8%
RITM NEW RESIDENTIAL INVT CORP 0.1%
Value ($000) $504 Shares 44,767 Est. Cost $6.59 Unrealized
TNET TRINET GROUP INC 0.1%
Value ($000) $495 Shares 6,354 Est. Cost $50.75 Unrealized +55.0%
MRK MERCK & CO. INC 0.1%
Value ($000) $465 Shares 5,985 Est. Cost $59.16 Unrealized +6.6%
ATLASSIAN CORP PLC 0.0%
Value ($000) $456 Shares 2,165 Est. Cost $180.75 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $451 Shares 987 Est. Cost $337.61 Unrealized +39.5%
T AT&T INC 0.0%
Value ($000) $442 Shares 14,617 Est. Cost $15.88 Unrealized +1.6%
C CITIGROUP INC 0.0%
Value ($000) $442 Shares 6,069 Est. Cost $41.40 Unrealized +35.7%
FIRST MIDWEST BANCORP DEL 0.0%
Value ($000) $437 Shares 19,810 Est. Cost $13.38 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $436 Shares 917 Est. Cost $424.08 Unrealized +10.2%
PEP PEPSICO INC 0.0%
Value ($000) $429 Shares 3,031 Est. Cost $121.24 Unrealized -2.7%
SMH VANECK VECTORS ETF TR 0.0%
Value ($000) $414 Shares 1,700 Est. Cost $168.86 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $405 Shares 2,858 Est. Cost $131.94 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $397 Shares 2,186 Est. Cost $203.34 Unrealized +14.1%
CSCO CISCO SYS INC 0.0%
Value ($000) $396 Shares 7,660 Est. Cost $37.31 Unrealized +8.9%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $382 Shares 1,725 Est. Cost $131.68 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $381 Shares 4,232 Est. Cost $60.63 Unrealized +10.2%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $368 Shares 1,568 Est. Cost $222.83 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $362 Shares 1,607 Est. Cost $156.77 Unrealized +26.7%
PFF ISHARES TR 0.0%
Value ($000) $356 Shares 9,280 Est. Cost $38.44 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $352 Shares 5,798 Est. Cost $47.60 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $350 Shares 5,636 Est. Cost $49.52 Unrealized +0.6%
FDUS FIDUS INVT CORP 0.0%
Value ($000) $350 Shares 22,502 Est. Cost $6.52 Unrealized +24.4%
MS MORGAN STANLEY 0.0%
Value ($000) $347 Shares 4,474 Est. Cost $48.82 Unrealized +34.3%
IEMG ISHARES INC 0.0%
Value ($000) $343 Shares 5,322 Est. Cost $62.95 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $342 Shares 6,583 Est. Cost $33.40 Unrealized -9.0%
BLACKROCK INC 0.0%
Value ($000) $329 Shares 436 Est. Cost $686.43 Unrealized
AMGEN INC 0.0%
Value ($000) $323 Shares 1,298 Est. Cost $248.84 Unrealized
DANIMER SCIENTIFIC INC 0.0%
Value ($000) $321 Shares 8,500 Est. Cost $23.52 Unrealized
ALASKA AIR GROUP INC 0.0%
Value ($000) $320 Shares 4,626 Est. Cost $69.17 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $317 Shares 852 Est. Cost $271.01 Unrealized +18.0%
TRUP TRUPANION INC 0.0%
Value ($000) $305 Shares 4,000 Est. Cost $60.02 Unrealized +70.9%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $300 Shares 511 Est. Cost $457.04 Unrealized +7.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $300 Shares 1,381 Est. Cost $163.73 Unrealized +7.9%
TWLO TWILIO INC 0.0%
Value ($000) $290 Shares 852 Est. Cost $315.10 Unrealized +18.9%
HOWARD HUGHES CORP 0.0%
Value ($000) $289 Shares 3,035 Est. Cost $95.22 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $285 Shares 1,499 Est. Cost $156.97 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $278 Shares 2,344 Est. Cost $118.60 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $276 Shares 3,673 Est. Cost $62.28 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $275 Shares 857 Est. Cost $445.83 Unrealized -17.4%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $274 Shares 7,011 Est. Cost $23.04 Unrealized +37.3%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $272 Shares 1,122 Est. Cost $187.40 Unrealized +34.4%
EMR EMERSON ELEC CO 0.0%
Value ($000) $267 Shares 2,954 Est. Cost $51.31 Unrealized +51.7%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $263 Shares 2,507 Est. Cost $71.82 Unrealized +10.8%
NKE NIKE INC 0.0%
Value ($000) $263 Shares 1,975 Est. Cost $90.04 Unrealized +43.9%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $261 Shares 15,000 Est. Cost $14.60 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $253 Shares 1,184 Est. Cost $196.31 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $251 Shares 1,357 Est. Cost $165.07 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $251 Shares 2,483 Est. Cost $70.72 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $250 Shares 11,369 Est. Cost $15.62 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $248 Shares 812 Est. Cost $221.15 Unrealized +10.5%
QUALTRICS INTL INC 0.0%
Value ($000) $244 Shares 7,400 Est. Cost $32.97 Unrealized
ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $234 Shares 2,976 Est. Cost $78.63 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $225 Shares 305 Est. Cost $251.58 Unrealized 0.0%
STEEL CONNECT INC 0.0%
Value ($000) $224 Shares 113,165 Est. Cost $1.98 Unrealized
PGEN PRECIGEN INC 0.0%
Value ($000) $215 Shares 31,191 Est. Cost $4.32 Unrealized +95.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $207 Shares 3,200 Est. Cost $49.35 Unrealized +8.1%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $205 Shares 3,482 Est. Cost $49.78 Unrealized 0.0%
AOA ISHARES TR 0.0%
Value ($000) $201 Shares 3,000 Est. Cost $67.00 Unrealized
KODK EASTMAN KODAK CO 0.0%
Value ($000) $160 Shares 20,340 Est. Cost $9.11 Unrealized 0.0%
NEW PROVIDENCE ACQUISITION 0.0%
Value ($000) $117 Shares 10,000 Est. Cost $11.70 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $104 Shares 17,100 Est. Cost $6.08 Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $99 Shares 12,000 Est. Cost $10.56 Unrealized 0.0%
BLACKROCK CAP INVT CORP 0.0%
Value ($000) $97 Shares 27,982 Est. Cost $3.47 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $86 Shares 11,134 Est. Cost $8.87 Unrealized
UNITY BIOTECHNOLOGY INC 0.0%
Value ($000) $81 Shares 13,458 Est. Cost $5.28 Unrealized
CENTENNIAL RESOURCE DEV INC 0.0%
Value ($000) $63 Shares 15,000 Est. Cost $2.00 Unrealized
NEUBERGER BERMAN MLP & ENERG 0.0%
Value ($000) $61 Shares 14,471 Est. Cost $2.76 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $44 Shares 11,000 Est. Cost $4.00 Unrealized
IMV INC 0.0%
Value ($000) $36 Shares 11,000 Est. Cost $3.27 Unrealized
CALADRIUS BIOSCIENCES INC 0.0%
Value ($000) $34 Shares 17,730 Est. Cost $1.80 Unrealized