Symphony Financial, Ltd. Co. Diversified Active

CIK: 0001800687 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 19, 2022

Total Value ($000): $360,382 (100.0% shares, 0.0% debt)

Holdings (175)

SPYG SPDR SER TR 7.1%
Value ($000) $25,428 Shares 349,111 Est. Cost $58.30 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 5.2%
Value ($000) $18,574 Shares 367,946 Est. Cost $49.96 Unrealized
IEMG ISHARES INC 4.4%
Value ($000) $15,930 Shares 264,909 Est. Cost $72.03 Unrealized
QUAL ISHARES TR 4.2%
Value ($000) $15,285 Shares 105,431 Est. Cost $140.92 Unrealized
IJH ISHARES TR 4.2%
Value ($000) $15,025 Shares 52,847 Est. Cost $305.49 Unrealized
IEFA ISHARES TR 3.8%
Value ($000) $13,776 Shares 183,236 Est. Cost $84.55 Unrealized
SPTM SPDR SER TR 3.6%
Value ($000) $12,944 Shares 220,245 Est. Cost $58.62 Unrealized
IWM ISHARES TR 3.5%
Value ($000) $12,714 Shares 82,537 Est. Cost $205.46 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $12,080 Shares 36,088 Est. Cost $188.99 Unrealized +65.8%
AAPL APPLE INC 2.7%
Value ($000) $9,551 Shares 52,475 Est. Cost $118.50 Unrealized +30.6%
VTI VANGUARD INDEX FDS 2.5%
Value ($000) $9,098 Shares 37,536 Est. Cost $206.55 Unrealized
IWB ISHARES TR 2.4%
Value ($000) $8,706 Shares 32,715 Est. Cost $266.12 Unrealized
IUSV ISHARES TR 2.2%
Value ($000) $7,785 Shares 101,218 Est. Cost $78.85 Unrealized
EMB ISHARES TR 1.9%
Value ($000) $6,750 Shares 62,539 Est. Cost $113.34 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $6,305 Shares 1,851 Est. Cost $147.31 Unrealized +16.2%
IVV ISHARES TR 1.5%
Value ($000) $5,271 Shares 10,988 Est. Cost $435.61 Unrealized
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $4,620 Shares 8,153 Est. Cost $289.13 Unrealized +68.8%
GLD SPDR GOLD TR 1.2%
Value ($000) $4,422 Shares 26,268 Est. Cost $159.04 Unrealized
ABT ABBOTT LABS 1.2%
Value ($000) $4,229 Shares 30,419 Est. Cost $87.81 Unrealized +35.2%
LOW LOWES COS INC 1.1%
Value ($000) $4,144 Shares 16,216 Est. Cost $129.02 Unrealized +70.4%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $4,016 Shares 43,817 Est. Cost $65.78 Unrealized +17.6%
IUSG ISHARES TR 1.1%
Value ($000) $3,791 Shares 32,744 Est. Cost $101.25 Unrealized
IHY VANECK ETF TRUST 1.0%
Value ($000) $3,664 Shares 111,482 Est. Cost $33.09 Unrealized
GOOG ALPHABET INC 1.0%
Value ($000) $3,627 Shares 1,250 Est. Cost $112.27 Unrealized +27.8%
TXN TEXAS INSTRS INC 0.9%
Value ($000) $3,187 Shares 16,718 Est. Cost $124.79 Unrealized +36.3%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $3,106 Shares 19,065 Est. Cost $112.39 Unrealized +19.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.8%
Value ($000) $2,929 Shares 5,192 Est. Cost $402.45 Unrealized +55.3%
QCOM QUALCOMM INC 0.8%
Value ($000) $2,852 Shares 15,315 Est. Cost $123.57 Unrealized +18.2%
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $2,732 Shares 5,719 Est. Cost $319.10 Unrealized
TROW PRICE T ROWE GROUP INC 0.7%
Value ($000) $2,659 Shares 13,663 Est. Cost $134.28 Unrealized +25.6%
TSLA TESLA INC 0.7%
Value ($000) $2,609 Shares 2,202 Est. Cost $283.68 Unrealized +18.2%
IBDR ISHARES TR 0.7%
Value ($000) $2,525 Shares 84,440 Est. Cost Unrealized
ROP ROPER TECHNOLOGIES INC 0.7%
Value ($000) $2,365 Shares 4,979 Est. Cost $366.68 Unrealized +26.5%
GIS GENERAL MLS INC 0.6%
Value ($000) $2,286 Shares 33,988 Est. Cost $51.59 Unrealized +7.1%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $2,281 Shares 7,585 Est. Cost $17.02 Unrealized +61.3%
DLR DIGITAL RLTY TR INC 0.6%
Value ($000) $2,232 Shares 12,745 Est. Cost $119.96 Unrealized +15.1%
GOOGL ALPHABET INC 0.6%
Value ($000) $2,172 Shares 749 Est. Cost $124.41 Unrealized +14.9%
BLACKROCK INC 0.6%
Value ($000) $2,141 Shares 2,348 Est. Cost $783.78 Unrealized
EMR EMERSON ELEC CO 0.6%
Value ($000) $2,066 Shares 22,512 Est. Cost $85.57 Unrealized +1.1%
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $2,001 Shares 19,335 Est. Cost $76.23 Unrealized +13.2%
ED CONSOLIDATED EDISON INC 0.5%
Value ($000) $1,728 Shares 20,293 Est. Cost $67.02 Unrealized +1.6%
TGT TARGET CORP 0.5%
Value ($000) $1,705 Shares 7,349 Est. Cost $143.37 Unrealized +49.4%
MMM 3M CO 0.5%
Value ($000) $1,698 Shares 9,553 Est. Cost $135.16 Unrealized -5.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.5%
Value ($000) $1,657 Shares 12,369 Est. Cost $106.46 Unrealized +17.8%
PAVE GLOBAL X FDS 0.5%
Value ($000) $1,633 Shares 57,312 Est. Cost $25.34 Unrealized
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1,585 Shares 9,912 Est. Cost $132.33 Unrealized +5.5%
MO ALTRIA GROUP INC 0.4%
Value ($000) $1,554 Shares 32,402 Est. Cost $31.73 Unrealized +3.3%
O REALTY INCOME CORP 0.4%
Value ($000) $1,550 Shares 21,764 Est. Cost $52.45 Unrealized +5.6%
WMT WALMART INC 0.4%
Value ($000) $1,537 Shares 10,629 Est. Cost $37.62 Unrealized +20.1%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $1,534 Shares 5,355 Est. Cost $208.29 Unrealized +15.0%
TMUS T-MOBILE US INC 0.4%
Value ($000) $1,506 Shares 13,161 Est. Cost $113.68 Unrealized 0.0%
INTU INTUIT 0.4%
Value ($000) $1,486 Shares 2,354 Est. Cost $534.43 Unrealized +12.5%
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,472 Shares 24,624 Est. Cost $59.85 Unrealized
USMV ISHARES TR 0.4%
Value ($000) $1,424 Shares 17,708 Est. Cost $57.67 Unrealized
OSISKO GOLD ROYALTIES LTD 0.4%
Value ($000) $1,415 Shares 118,696 Est. Cost $11.83 Unrealized
VXUS VANGUARD STAR FDS 0.4%
Value ($000) $1,401 Shares 21,900 Est. Cost $61.85 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,384 Shares 21,791 Est. Cost $43.08 Unrealized +25.1%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,359 Shares 7,925 Est. Cost $131.05 Unrealized +10.7%
WST WEST PHARMACEUTICAL SVSC INC 0.4%
Value ($000) $1,305 Shares 2,927 Est. Cost $423.24 Unrealized +0.6%
META META PLATFORMS INC 0.4%
Value ($000) $1,266 Shares 3,739 Est. Cost $311.28 Unrealized +5.9%
HD HOME DEPOT INC 0.3%
Value ($000) $1,239 Shares 3,031 Est. Cost $233.60 Unrealized +46.9%
SPLV INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,239 Shares 18,228 Est. Cost $54.60 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $1,206 Shares 22,938 Est. Cost $50.75 Unrealized +0.4%
PEP PEPSICO INC 0.3%
Value ($000) $1,187 Shares 6,860 Est. Cost $117.97 Unrealized +21.6%
AVGO BROADCOM INC 0.3%
Value ($000) $1,183 Shares 1,783 Est. Cost $32.79 Unrealized +57.9%
WAT WATERS CORP 0.3%
Value ($000) $1,181 Shares 3,239 Est. Cost $349.78 Unrealized 0.0%
ABBV ABBVIE INC 0.3%
Value ($000) $1,159 Shares 8,559 Est. Cost $80.61 Unrealized +26.2%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,058 Shares 12,504 Est. Cost $69.98 Unrealized +1.3%
DHI D R HORTON INC 0.3%
Value ($000) $1,050 Shares 9,977 Est. Cost $89.22 Unrealized +3.5%
CSX CSX CORP 0.3%
Value ($000) $1,033 Shares 27,848 Est. Cost $30.53 Unrealized +9.0%
CMI CUMMINS INC 0.3%
Value ($000) $991 Shares 4,511 Est. Cost $220.45 Unrealized -6.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $968 Shares 3,219 Est. Cost $238.82 Unrealized +19.9%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $953 Shares 2,340 Est. Cost $240.03 Unrealized +43.0%
CRM SALESFORCE COM INC 0.3%
Value ($000) $926 Shares 3,629 Est. Cost $232.86 Unrealized +19.2%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $886 Shares 5,900 Est. Cost $116.41 Unrealized +15.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $862 Shares 9,000 Est. Cost $76.31 Unrealized 0.0%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $851 Shares 29,260 Est. Cost $26.74 Unrealized
GMED GLOBUS MED INC 0.2%
Value ($000) $838 Shares 11,327 Est. Cost $48.87 Unrealized +48.5%
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $835 Shares 6,478 Est. Cost $68.15 Unrealized +66.5%
CVS CVS HEALTH CORP 0.2%
Value ($000) $833 Shares 7,997 Est. Cost $60.12 Unrealized +33.9%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $804 Shares 6,740 Est. Cost $82.49 Unrealized +16.5%
KO COCA COLA CO 0.2%
Value ($000) $791 Shares 13,328 Est. Cost $44.50 Unrealized +10.5%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $791 Shares 15,077 Est. Cost $41.43 Unrealized -2.5%
FTNT FORTINET INC 0.2%
Value ($000) $791 Shares 2,380 Est. Cost $56.46 Unrealized +16.6%
V VISA INC 0.2%
Value ($000) $778 Shares 3,514 Est. Cost $190.79 Unrealized +9.1%
CSCO CISCO SYS INC 0.2%
Value ($000) $750 Shares 11,872 Est. Cost $44.47 Unrealized +13.5%
ASO ACADEMY SPORTS & OUTDOORS IN 0.2%
Value ($000) $743 Shares 16,800 Est. Cost $38.75 Unrealized +8.5%
PSA PUBLIC STORAGE 0.2%
Value ($000) $743 Shares 2,034 Est. Cost $266.04 Unrealized +3.6%
PFE PFIZER INC 0.2%
Value ($000) $736 Shares 12,995 Est. Cost $29.20 Unrealized +37.7%
ORCL ORACLE CORP 0.2%
Value ($000) $729 Shares 8,286 Est. Cost $86.22 Unrealized +3.1%
T AT&T INC 0.2%
Value ($000) $728 Shares 28,646 Est. Cost $16.76 Unrealized -12.5%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $709 Shares 1,303 Est. Cost $65.26 Unrealized +32.6%
IWF ISHARES TR 0.2%
Value ($000) $704 Shares 2,289 Est. Cost $154.95 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $687 Shares 6,379 Est. Cost $66.56 Unrealized
ZS ZSCALER INC 0.2%
Value ($000) $682 Shares 2,261 Est. Cost $145.46 Unrealized +116.5%
SCI SERVICE CORP INTL 0.2%
Value ($000) $674 Shares 9,700 Est. Cost $60.84 Unrealized +9.2%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $665 Shares 1,031 Est. Cost $443.99 Unrealized +39.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $664 Shares 3,949 Est. Cost $112.89 Unrealized +43.3%
BIZD VANECK ETF TRUST 0.2%
Value ($000) $656 Shares 37,891 Est. Cost $12.05 Unrealized
GRMN GARMIN LTD 0.2%
Value ($000) $628 Shares 4,704 Est. Cost $131.47 Unrealized 0.0%
DAVA ENDAVA PLC 0.2%
Value ($000) $628 Shares 3,929 Est. Cost $64.51 Unrealized
REM ISHARES TR 0.2%
Value ($000) $624 Shares 17,725 Est. Cost $20.06 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $623 Shares 4,834 Est. Cost $95.06 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $618 Shares 1,230 Est. Cost $321.29 Unrealized +31.4%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $614 Shares 2,523 Est. Cost $176.95 Unrealized +18.9%
MVO MV OIL TR 0.2%
Value ($000) $604 Shares 68,496 Est. Cost $3.29 Unrealized
FSK FS KKR CAP CORP 0.2%
Value ($000) $595 Shares 28,111 Est. Cost $9.75 Unrealized +20.7%
SO SOUTHERN CO 0.2%
Value ($000) $595 Shares 8,725 Est. Cost $49.63 Unrealized +10.3%
WY WEYERHAEUSER CO MTN BE 0.2%
Value ($000) $557 Shares 13,741 Est. Cost $31.98 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $549 Shares 1,368 Est. Cost $202.13 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $524 Shares 835 Est. Cost $115.92 Unrealized +13.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $520 Shares 3,317 Est. Cost $137.49 Unrealized +14.8%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $510 Shares 3,580 Est. Cost $122.29 Unrealized -5.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $507 Shares 1,887 Est. Cost $201.91 Unrealized +13.7%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $503 Shares 7,167 Est. Cost $38.38 Unrealized +47.6%
PGJ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $503 Shares 13,794 Est. Cost $41.35 Unrealized
APTIV PLC 0.1%
Value ($000) $502 Shares 3,014 Est. Cost $156.73 Unrealized
HUBS HUBSPOT INC 0.1%
Value ($000) $485 Shares 799 Est. Cost $439.38 Unrealized +72.2%
FND FLOOR & DECOR HLDGS INC 0.1%
Value ($000) $456 Shares 3,500 Est. Cost $120.40 Unrealized +7.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $430 Shares 1,160 Est. Cost $304.66 Unrealized +10.9%
UNP UNION PAC CORP 0.1%
Value ($000) $412 Shares 1,664 Est. Cost $165.13 Unrealized +30.2%
GLOB GLOBANT S A 0.1%
Value ($000) $405 Shares 1,339 Est. Cost $176.97 Unrealized +67.2%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $401 Shares 1,700 Est. Cost $40.72 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $389 Shares 1,870 Est. Cost $192.24 Unrealized +9.9%
LAM RESEARCH CORP 0.1%
Value ($000) $385 Shares 531 Est. Cost $654.11 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $383 Shares 5,642 Est. Cost $54.58 Unrealized +4.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $381 Shares 3,262 Est. Cost $83.15 Unrealized +22.9%
NRG NRG ENERGY INC 0.1%
Value ($000) $378 Shares 8,800 Est. Cost $37.59 Unrealized -7.0%
ALLEGIANCE BANCSHARES INC 0.1%
Value ($000) $375 Shares 8,517 Est. Cost $40.74 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $361 Shares 1,327 Est. Cost $192.38 Unrealized +26.8%
PSX PHILLIPS 66 0.1%
Value ($000) $349 Shares 4,613 Est. Cost $63.60 Unrealized +1.8%
BARRICK GOLD CORP 0.1%
Value ($000) $349 Shares 18,836 Est. Cost $18.53 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $345 Shares 42,970 Est. Cost $8.87 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $345 Shares 7,845 Est. Cost $34.82 Unrealized +25.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $341 Shares 1,750 Est. Cost $178.52 Unrealized +20.9%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $339 Shares 999 Est. Cost $308.06 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $336 Shares 1,625 Est. Cost $137.52 Unrealized +34.6%
SHOP SHOPIFY INC 0.1%
Value ($000) $334 Shares 245 Est. Cost $120.93 Unrealized +20.8%
WPC WP CAREY INC 0.1%
Value ($000) $330 Shares 4,057 Est. Cost $67.80 Unrealized
NSP INSPERITY INC 0.1%
Value ($000) $328 Shares 2,787 Est. Cost $46.94 Unrealized +122.1%
UNILEVER PLC 0.1%
Value ($000) $325 Shares 6,005 Est. Cost $60.47 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $318 Shares 3,651 Est. Cost $89.99 Unrealized
DENBURY INC 0.1%
Value ($000) $315 Shares 3,900 Est. Cost $73.45 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $313 Shares 1,702 Est. Cost $135.29 Unrealized +18.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $312 Shares 867 Est. Cost $309.92 Unrealized +11.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $312 Shares 2,837 Est. Cost $84.31 Unrealized +5.4%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $309 Shares 5,782 Est. Cost $53.44 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $305 Shares 3,380 Est. Cost $87.59 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $302 Shares 851 Est. Cost $330.59 Unrealized -6.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $300 Shares 3,455 Est. Cost $55.66 Unrealized +42.5%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $300 Shares 651 Est. Cost $278.22 Unrealized +58.8%
BOND PIMCO ETF TR 0.1%
Value ($000) $295 Shares 2,707 Est. Cost $108.15 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $295 Shares 3,507 Est. Cost $88.16 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $290 Shares 1,779 Est. Cost $103.99 Unrealized +44.9%
HSY HERSHEY CO 0.1%
Value ($000) $290 Shares 1,500 Est. Cost $163.59 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $289 Shares 912 Est. Cost $292.73 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $285 Shares 1,759 Est. Cost $129.98 Unrealized +13.7%
CLX CLOROX CO DEL 0.1%
Value ($000) $285 Shares 1,630 Est. Cost $157.08 Unrealized -7.3%
KELLOGG CO 0.1%
Value ($000) $281 Shares 4,347 Est. Cost $49.95 Unrealized +2.3%
TJX TJX COS INC NEW 0.1%
Value ($000) $274 Shares 3,628 Est. Cost $54.70 Unrealized +19.3%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $272 Shares 1,469 Est. Cost $168.61 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $265 Shares 4,609 Est. Cost $57.50 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $257 Shares 4,615 Est. Cost $49.06 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $251 Shares 3,979 Est. Cost $58.97 Unrealized -3.0%
MRK MERCK & CO INC 0.1%
Value ($000) $249 Shares 3,240 Est. Cost $69.89 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $248 Shares 1,161 Est. Cost $168.57 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $243 Shares 3,612 Est. Cost $67.28 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $222 Shares 3,587 Est. Cost $51.71 Unrealized -4.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $221 Shares 426 Est. Cost $485.92 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $220 Shares 2,124 Est. Cost $122.51 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $214 Shares 1,032 Est. Cost $150.02 Unrealized 0.0%
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $211 Shares 3,715 Est. Cost $56.80 Unrealized
VISN COMMSCOPE HLDG CO INC 0.0%
Value ($000) $120 Shares 10,321 Est. Cost $9.91 Unrealized +10.6%
CRK COMSTOCK RES INC 0.0%
Value ($000) $102 Shares 12,000 Est. Cost $8.66 Unrealized 0.0%
USDP USD PARTNERS LP 0.0%
Value ($000) $71 Shares 12,662 Est. Cost $3.51 Unrealized