Castleview Partners, LLC Diversified Active

CIK: 0001737088 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 16, 2025

Total Value ($000): $155,623 (100.0% shares, 0.0% debt)

Holdings (172)

MBSF VALUED ADVISERS TR 14.3%
Value ($000) $22,294 Shares 873,603 Est. Cost $25.31 Unrealized
AAPL APPLE INC 4.5%
Value ($000) $7,022 Shares 34,223 Est. Cost $184.60 Unrealized +9.1%
MBSX ADVISOR MANAGED PORTFOLIOS 3.8%
Value ($000) $5,858 Shares 228,539 Est. Cost $25.63 Unrealized
COP CONOCOPHILLIPS 2.7%
Value ($000) $4,151 Shares 46,254 Est. Cost $98.42 Unrealized -10.6%
SPY SPDR S&P 500 ETF TR 2.3%
Value ($000) $3,558 Shares 5,759 Est. Cost $305.53 Unrealized
FELG FIDELITY COVINGTON TRUST 2.2%
Value ($000) $3,407 Shares 92,003 Est. Cost $37.03 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 2.1%
Value ($000) $3,216 Shares 69,470 Est. Cost $47.19 Unrealized +0.0%
AMGN AMGEN INC 1.9%
Value ($000) $2,972 Shares 10,643 Est. Cost $273.66 Unrealized +1.5%
TSLA TESLA INC 1.8%
Value ($000) $2,856 Shares 8,992 Est. Cost $294.00 Unrealized +2.5%
FDVV FIDELITY COVINGTON TRUST 1.8%
Value ($000) $2,814 Shares 54,094 Est. Cost $51.04 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 1.7%
Value ($000) $2,654 Shares 52,358 Est. Cost $47.35 Unrealized
ARP ADVISORS INNER CIRCLE FD II 1.4%
Value ($000) $2,254 Shares 79,154 Est. Cost $27.68 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $2,102 Shares 4,226 Est. Cost $312.86 Unrealized +38.2%
OUNZ VANECK MERK GOLD ETF 1.3%
Value ($000) $2,078 Shares 65,156 Est. Cost $23.22 Unrealized
SPYD SPDR SERIES TRUST 1.3%
Value ($000) $2,066 Shares 48,689 Est. Cost $40.03 Unrealized
CLOI VANECK ETF TRUST 1.3%
Value ($000) $2,057 Shares 38,841 Est. Cost $52.79 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $1,969 Shares 8,973 Est. Cost $110.70 Unrealized +78.8%
HD HOME DEPOT INC 1.3%
Value ($000) $1,946 Shares 5,309 Est. Cost $328.08 Unrealized +8.5%
QLD PROSHARES TR 1.2%
Value ($000) $1,837 Shares 15,603 Est. Cost $176.24 Unrealized
CLOB VANECK ETF TRUST 1.2%
Value ($000) $1,830 Shares 36,009 Est. Cost $50.42 Unrealized
LST MANAGED PORTFOLIO SERIES 1.1%
Value ($000) $1,789 Shares 48,652 Est. Cost $32.48 Unrealized
BIL SPDR SERIES TRUST 1.0%
Value ($000) $1,595 Shares 17,390 Est. Cost $91.68 Unrealized
V VISA INC 1.0%
Value ($000) $1,567 Shares 4,413 Est. Cost $220.77 Unrealized +57.2%
ORCL ORACLE CORP 1.0%
Value ($000) $1,484 Shares 6,790 Est. Cost $140.78 Unrealized +14.2%
ELV ELEVANCE HEALTH INC 0.9%
Value ($000) $1,384 Shares 3,558 Est. Cost $404.33 Unrealized -1.9%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $1,357 Shares 2,414 Est. Cost $340.34 Unrealized +62.0%
DBMF LITMAN GREGORY FDS TR 0.8%
Value ($000) $1,262 Shares 49,055 Est. Cost $26.04 Unrealized
DOCT FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $1,229 Shares 29,934 Est. Cost $39.35 Unrealized
PIT VANECK ETF TRUST 0.8%
Value ($000) $1,215 Shares 23,831 Est. Cost $50.16 Unrealized
DNOV FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $1,201 Shares 26,873 Est. Cost $42.79 Unrealized
AZO AUTOZONE INC 0.8%
Value ($000) $1,192 Shares 321 Est. Cost $2500.51 Unrealized +47.4%
NUVEEN CR STRATEGIES INCOME 0.7%
Value ($000) $1,165 Shares 216,087 Est. Cost $5.39 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $1,105 Shares 6,995 Est. Cost $106.58 Unrealized +18.1%
IWF ISHARES TR 0.6%
Value ($000) $1,010 Shares 2,379 Est. Cost $214.24 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $989 Shares 1,741 Est. Cost $446.51 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $943 Shares 5,317 Est. Cost $113.14 Unrealized +45.7%
SFLR INNOVATOR ETFS TRUST 0.6%
Value ($000) $935 Shares 27,860 Est. Cost $31.74 Unrealized
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $907 Shares 4,979 Est. Cost $91.31 Unrealized +83.3%
ROST ROSS STORES INC 0.6%
Value ($000) $870 Shares 6,823 Est. Cost $94.77 Unrealized +45.4%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $805 Shares 5,053 Est. Cost $141.88 Unrealized +13.3%
WMT WALMART INC 0.5%
Value ($000) $786 Shares 8,036 Est. Cost $55.40 Unrealized +71.1%
BUFD FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $756 Shares 28,452 Est. Cost $21.66 Unrealized
XIMR FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $754 Shares 24,163 Est. Cost $31.22 Unrealized
EINC VANECK ETF TRUST 0.5%
Value ($000) $729 Shares 7,385 Est. Cost $89.18 Unrealized
TLT ISHARES TR 0.5%
Value ($000) $720 Shares 8,156 Est. Cost $92.17 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $716 Shares 34,610 Est. Cost $20.41 Unrealized
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $715 Shares 8,831 Est. Cost $76.64 Unrealized
SGOL ETFS GOLD TR 0.5%
Value ($000) $705 Shares 22,360 Est. Cost $29.44 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $699 Shares 8,237 Est. Cost $85.19 Unrealized
SILA SILA REALTY TRUST INC 0.4%
Value ($000) $688 Shares 29,082 Est. Cost $21.86 Unrealized
SPYV SPDR SERIES TRUST 0.4%
Value ($000) $684 Shares 13,070 Est. Cost $40.01 Unrealized
CMI CUMMINS INC 0.4%
Value ($000) $668 Shares 2,039 Est. Cost $215.74 Unrealized +41.7%
ORLY OREILLY AUTOMOTIVE INC 0.4%
Value ($000) $655 Shares 7,269 Est. Cost $87.91 Unrealized +3.7%
SHOP SHOPIFY INC 0.4%
Value ($000) $652 Shares 5,650 Est. Cost $67.77 Unrealized +47.6%
LLY ELI LILLY & CO 0.4%
Value ($000) $645 Shares 828 Est. Cost $698.95 Unrealized +10.7%
ABT ABBOTT LABS 0.4%
Value ($000) $627 Shares 4,611 Est. Cost $102.84 Unrealized +27.0%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $626 Shares 2,158 Est. Cost $157.89 Unrealized +60.0%
ABEQ UNIFIED SER TR 0.4%
Value ($000) $617 Shares 18,003 Est. Cost $3534.91 Unrealized
ZTS ZOETIS INC 0.4%
Value ($000) $603 Shares 3,865 Est. Cost $185.40 Unrealized -15.1%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $600 Shares 1,480 Est. Cost $533.67 Unrealized -21.8%
FS CREDIT OPPORTUNITIES CORP 0.4%
Value ($000) $597 Shares 82,186 Est. Cost $6.57 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $593 Shares 577 Est. Cost $131.81 Unrealized +43.1%
ADBE ADOBE INC 0.4%
Value ($000) $589 Shares 1,523 Est. Cost $429.15 Unrealized -10.2%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $574 Shares 1,839 Est. Cost $403.57 Unrealized -7.1%
BUFR FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $568 Shares 17,860 Est. Cost $2416.28 Unrealized
QFLR INNOVATOR ETFS TRUST 0.4%
Value ($000) $565 Shares 18,920 Est. Cost $27.90 Unrealized
TQQQ PROSHARES TR 0.4%
Value ($000) $564 Shares 6,800 Est. Cost $62.81 Unrealized
NVR NVR INC 0.4%
Value ($000) $561 Shares 76 Est. Cost $5229.67 Unrealized +37.0%
T AT&T INC 0.4%
Value ($000) $560 Shares 19,363 Est. Cost $18.94 Unrealized +42.3%
XLB SELECT SECTOR SPDR TR 0.3%
Value ($000) $523 Shares 5,959 Est. Cost $87.16 Unrealized
DPZ DOMINOS PIZZA INC 0.3%
Value ($000) $521 Shares 1,157 Est. Cost $361.94 Unrealized +28.3%
GLD SPDR GOLD TR 0.3%
Value ($000) $511 Shares 1,676 Est. Cost $359.68 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $509 Shares 4,720 Est. Cost $89.18 Unrealized +17.2%
CIBR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $507 Shares 6,710 Est. Cost $24611.59 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $505 Shares 1,690 Est. Cost $284.86 Unrealized +6.3%
RDVY FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $496 Shares 7,901 Est. Cost $5881.55 Unrealized
GDX VANECK ETF TRUST 0.3%
Value ($000) $494 Shares 9,493 Est. Cost $31.69 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $489 Shares 365 Est. Cost $47.22 Unrealized +139.4%
PAVE GLOBAL X FDS 0.3%
Value ($000) $488 Shares 11,209 Est. Cost $39.36 Unrealized
FMAR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $486 Shares 10,839 Est. Cost $39.36 Unrealized
FENY FIDELITY COVINGTON TRUST 0.3%
Value ($000) $482 Shares 20,537 Est. Cost $24.89 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.3%
Value ($000) $471 Shares 12,828 Est. Cost $26.10 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $469 Shares 4,227 Est. Cost $71.74 Unrealized +45.5%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $467 Shares 15,075 Est. Cost $26.06 Unrealized
ACGL ARCH CAP GROUP LTD 0.3%
Value ($000) $452 Shares 4,959 Est. Cost $52.74 Unrealized +74.9%
FTSL FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $433 Shares 9,431 Est. Cost $42.90 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.3%
Value ($000) $432 Shares 8,961 Est. Cost $48.24 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.3%
Value ($000) $431 Shares 35,193 Est. Cost $331.46 Unrealized
MCO MOODYS CORP 0.3%
Value ($000) $425 Shares 848 Est. Cost $325.62 Unrealized +41.6%
MS MORGAN STANLEY 0.3%
Value ($000) $420 Shares 2,982 Est. Cost $87.52 Unrealized +38.2%
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $418 Shares 14,309 Est. Cost $29.21 Unrealized
PGR PROGRESSIVE CORP 0.3%
Value ($000) $418 Shares 1,566 Est. Cost $112.93 Unrealized +128.0%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $410 Shares 579 Est. Cost $350.06 Unrealized +63.3%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $401 Shares 2,204 Est. Cost $148.26 Unrealized
MSCI MSCI INC 0.3%
Value ($000) $397 Shares 689 Est. Cost $504.48 Unrealized +8.8%
META META PLATFORMS INC 0.3%
Value ($000) $394 Shares 534 Est. Cost $616.61 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $394 Shares 1,337 Est. Cost $143.19 Unrealized +77.3%
SSO PROSHARES TR 0.3%
Value ($000) $392 Shares 4,011 Est. Cost $64.83 Unrealized
ABNB AIRBNB INC 0.2%
Value ($000) $388 Shares 2,933 Est. Cost $116.09 Unrealized +9.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $385 Shares 792 Est. Cost $421.06 Unrealized +20.6%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $379 Shares 2,648 Est. Cost $138.08 Unrealized -0.8%
DIS DISNEY WALT CO 0.2%
Value ($000) $376 Shares 3,033 Est. Cost $103.16 Unrealized -0.3%
SHY ISHARES TR 0.2%
Value ($000) $371 Shares 4,479 Est. Cost $82.15 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $368 Shares 3,221 Est. Cost $101.73 Unrealized +9.0%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $367 Shares 1,506 Est. Cost $135.62 Unrealized +70.8%
BAX BAXTER INTL INC 0.2%
Value ($000) $361 Shares 11,914 Est. Cost $34.77 Unrealized -13.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $359 Shares 3,918 Est. Cost $92.75 Unrealized -8.2%
JMOM J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $354 Shares 5,512 Est. Cost $64.29 Unrealized
EQAL INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $353 Shares 7,174 Est. Cost $47.26 Unrealized
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $348 Shares 1,506 Est. Cost $186.94 Unrealized +26.2%
QTWO Q2 HLDGS INC 0.2%
Value ($000) $347 Shares 3,707 Est. Cost $84.37 Unrealized 0.0%
REZ ISHARES TR 0.2%
Value ($000) $346 Shares 4,201 Est. Cost $78.57 Unrealized
FSK FS KKR CAP CORP 0.2%
Value ($000) $340 Shares 16,397 Est. Cost $12.41 Unrealized +46.1%
CCJ CAMECO CORP 0.2%
Value ($000) $339 Shares 4,568 Est. Cost $53.26 Unrealized 0.0%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $337 Shares 17,247 Est. Cost $19.48 Unrealized
SPEU SPDR INDEX SHS FDS 0.2%
Value ($000) $336 Shares 6,931 Est. Cost $43.37 Unrealized
VUSB VANGUARD BD INDEX FDS 0.2%
Value ($000) $336 Shares 6,730 Est. Cost $49.85 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $335 Shares 2,192 Est. Cost $149.89 Unrealized +0.6%
FAST FASTENAL CO 0.2%
Value ($000) $335 Shares 7,966 Est. Cost $32.64 Unrealized +22.9%
AON AON PLC 0.2%
Value ($000) $334 Shares 937 Est. Cost $380.99 Unrealized -5.2%
WDAY WORKDAY INC 0.2%
Value ($000) $332 Shares 1,384 Est. Cost $214.91 Unrealized +13.3%
DFEB FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $329 Shares 7,370 Est. Cost $42.15 Unrealized
VBIL VANGUARD INSTL INDEX FD 0.2%
Value ($000) $325 Shares 4,303 Est. Cost $75.55 Unrealized
XLSR SSGA ACTIVE TR 0.2%
Value ($000) $323 Shares 5,887 Est. Cost $5057.53 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $323 Shares 831 Est. Cost $248.71 Unrealized +33.0%
AGNC AGNC INVT CORP 0.2%
Value ($000) $320 Shares 34,786 Est. Cost $9.79 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $318 Shares 890 Est. Cost $300.74 Unrealized +2.0%
CYBERARK SOFTWARE LTD 0.2%
Value ($000) $316 Shares 777 Est. Cost $287.43 Unrealized
AVTR AVANTOR INC 0.2%
Value ($000) $308 Shares 22,890 Est. Cost $21.88 Unrealized -37.5%
DLTR DOLLAR TREE INC 0.2%
Value ($000) $302 Shares 3,046 Est. Cost $86.31 Unrealized 0.0%
KO COCA COLA CO 0.2%
Value ($000) $301 Shares 4,251 Est. Cost $59.68 Unrealized +16.9%
SPMO INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $298 Shares 2,650 Est. Cost $112.47 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.2%
Value ($000) $297 Shares 5,811 Est. Cost $50.83 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $289 Shares 2,192 Est. Cost $148.21 Unrealized -11.6%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $286 Shares 6,608 Est. Cost $35.68 Unrealized +17.2%
AMLP ALPS ETF TR 0.2%
Value ($000) $283 Shares 5,791 Est. Cost $43.91 Unrealized
STRA STRATEGIC ED INC 0.2%
Value ($000) $278 Shares 3,269 Est. Cost $66.92 Unrealized +24.6%
PECO PHILLIPS EDISON & CO INC 0.2%
Value ($000) $278 Shares 7,939 Est. Cost $28.68 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $277 Shares 4,407 Est. Cost $38.43 Unrealized +50.1%
IDXX IDEXX LABS INC 0.2%
Value ($000) $269 Shares 501 Est. Cost $478.19 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $267 Shares 2,264 Est. Cost $93.61 Unrealized +23.3%
DDM PROSHARES TR 0.2%
Value ($000) $263 Shares 2,684 Est. Cost $90.95 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $261 Shares 6,066 Est. Cost $30.96 Unrealized +22.7%
PDBA INVESCO ACTVELY MNGD ETC FD 0.2%
Value ($000) $260 Shares 7,470 Est. Cost $35.62 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $260 Shares 1,477 Est. Cost $133.17 Unrealized +22.6%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $255 Shares 3,122 Est. Cost $81.66 Unrealized
IBN ICICI BANK LIMITED 0.2%
Value ($000) $253 Shares 7,532 Est. Cost $21.18 Unrealized
IT GARTNER INC 0.2%
Value ($000) $251 Shares 622 Est. Cost $319.36 Unrealized +31.0%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $247 Shares 3,646 Est. Cost $79.12 Unrealized -21.0%
TJX TJX COS INC NEW 0.2%
Value ($000) $240 Shares 1,940 Est. Cost $76.54 Unrealized +64.5%
FUN SIX FLAGS ENTERTAINMENT CORP 0.2%
Value ($000) $239 Shares 7,846 Est. Cost $33.51 Unrealized 0.0%
KOF COCA-COLA FEMSA SAB DE CV 0.2%
Value ($000) $236 Shares 2,443 Est. Cost $96.73 Unrealized
FISV FISERV INC 0.2%
Value ($000) $234 Shares 1,356 Est. Cost $181.35 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $232 Shares 1,705 Est. Cost $117.28 Unrealized 0.0%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.1%
Value ($000) $229 Shares 9,284 Est. Cost $24.15 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $225 Shares 2,764 Est. Cost $66.65 Unrealized +14.9%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $225 Shares 2,797 Est. Cost $75.74 Unrealized +2.8%
PFE PFIZER INC 0.1%
Value ($000) $225 Shares 9,277 Est. Cost $30.55 Unrealized -26.9%
NLR VANECK ETF TRUST 0.1%
Value ($000) $223 Shares 2,003 Est. Cost $81.62 Unrealized
NICE NICE LTD 0.1%
Value ($000) $219 Shares 1,297 Est. Cost $170.65 Unrealized
DJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $218 Shares 5,416 Est. Cost $37.97 Unrealized
BALL BALL CORP 0.1%
Value ($000) $218 Shares 3,891 Est. Cost $51.70 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $218 Shares 2,399 Est. Cost $78.66 Unrealized +14.5%
DE DEERE & CO 0.1%
Value ($000) $214 Shares 421 Est. Cost $367.43 Unrealized +31.9%
CACI CACI INTL INC 0.1%
Value ($000) $213 Shares 447 Est. Cost $443.01 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $212 Shares 1,343 Est. Cost $150.55 Unrealized 0.0%
IREN IREN LIMITED 0.1%
Value ($000) $197 Shares 13,530 Est. Cost $8.12 Unrealized 0.0%
NVTS NAVITAS SEMICONDUCTOR CORP 0.1%
Value ($000) $160 Shares 24,368 Est. Cost $2.87 Unrealized +34.5%
BBDC BARINGS BDC INC 0.1%
Value ($000) $111 Shares 12,125 Est. Cost $6.66 Unrealized +22.5%
MDXH MDXHEALTH SA 0.0%
Value ($000) $72 Shares 32,594 Est. Cost $1.81 Unrealized +3.8%
BLND BLEND LABS INC 0.0%
Value ($000) $61 Shares 18,347 Est. Cost $3.63 Unrealized -6.8%
CRDF CARDIFF ONCOLOGY INC 0.0%
Value ($000) $44 Shares 13,995 Est. Cost $3.95 Unrealized -22.9%