Symphony Financial, Ltd. Co. Diversified Active

CIK: 0001800687 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 18, 2022

Total Value ($000): $338,167 (100.0% shares, 0.0% debt)

Holdings (179)

SPYG SPDR SER TR 5.6%
Value ($000) $18,981 Shares 358,537 Est. Cost $58.84 Unrealized
SPTM SPDR SER TR 4.8%
Value ($000) $16,330 Shares 348,480 Est. Cost $56.58 Unrealized
IEFA ISHARES TR 4.7%
Value ($000) $15,859 Shares 269,895 Est. Cost $77.33 Unrealized
IJH ISHARES TR 4.2%
Value ($000) $14,073 Shares 61,513 Est. Cost $290.82 Unrealized
QUAL ISHARES TR 3.7%
Value ($000) $12,616 Shares 111,835 Est. Cost $138.01 Unrealized
IWM ISHARES TR 3.4%
Value ($000) $11,531 Shares 67,451 Est. Cost $205.46 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $10,790 Shares 41,484 Est. Cost $212.42 Unrealized +24.0%
VTI VANGUARD INDEX FDS 2.9%
Value ($000) $9,896 Shares 51,872 Est. Cost $209.47 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $9,161 Shares 65,405 Est. Cost $136.23 Unrealized +9.1%
IUSV ISHARES TR 2.6%
Value ($000) $8,630 Shares 128,262 Est. Cost $77.38 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 2.3%
Value ($000) $7,832 Shares 156,366 Est. Cost $49.96 Unrealized
IEMG ISHARES INC 2.1%
Value ($000) $7,222 Shares 148,102 Est. Cost $72.03 Unrealized
SRLN SSGA ACTIVE ETF TR 1.9%
Value ($000) $6,593 Shares 157,503 Est. Cost $44.60 Unrealized
ANGL VANECK ETF TRUST 1.9%
Value ($000) $6,376 Shares 236,046 Est. Cost $29.60 Unrealized
AMZN AMAZON COM INC 1.8%
Value ($000) $5,993 Shares 54,992 Est. Cost $126.44 Unrealized -1.0%
XOM EXXON MOBIL CORP 1.7%
Value ($000) $5,909 Shares 67,060 Est. Cost $60.80 Unrealized +30.9%
IVV ISHARES TR 1.6%
Value ($000) $5,287 Shares 13,828 Est. Cost $428.44 Unrealized
GLD SPDR GOLD TR 1.4%
Value ($000) $4,861 Shares 28,683 Est. Cost $160.62 Unrealized
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $4,663 Shares 9,907 Est. Cost $335.88 Unrealized +44.4%
IUSG ISHARES TR 1.3%
Value ($000) $4,406 Shares 51,674 Est. Cost $97.03 Unrealized
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $4,058 Shares 53,375 Est. Cost $66.83 Unrealized +3.0%
ABT ABBOTT LABS 1.1%
Value ($000) $3,720 Shares 34,096 Est. Cost $90.89 Unrealized +16.7%
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $3,419 Shares 8,989 Est. Cost $369.60 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $3,206 Shares 1,428 Est. Cost $120.60 Unrealized -2.8%
ADBE ADOBE SYSTEMS INCORPORATED 0.9%
Value ($000) $3,140 Shares 8,518 Est. Cost $411.57 Unrealized -1.1%
LOW LOWES COS INC 0.9%
Value ($000) $2,960 Shares 16,802 Est. Cost $134.19 Unrealized +33.8%
TXN TEXAS INSTRS INC 0.9%
Value ($000) $2,946 Shares 19,285 Est. Cost $128.92 Unrealized +17.1%
CRM SALESFORCE INC 0.9%
Value ($000) $2,887 Shares 16,931 Est. Cost $204.19 Unrealized -14.5%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $2,725 Shares 19,163 Est. Cost $118.87 Unrealized +15.5%
ED CONSOLIDATED EDISON INC 0.8%
Value ($000) $2,583 Shares 27,273 Est. Cost $69.19 Unrealized +21.5%
DUK DUKE ENERGY CORP NEW 0.7%
Value ($000) $2,444 Shares 23,051 Est. Cost $78.30 Unrealized +21.8%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $2,396 Shares 47,026 Est. Cost $40.62 Unrealized -1.2%
GOOGL ALPHABET INC 0.7%
Value ($000) $2,258 Shares 1,010 Est. Cost $128.24 Unrealized -8.9%
QCOM QUALCOMM INC 0.7%
Value ($000) $2,242 Shares 17,217 Est. Cost $125.76 Unrealized -0.7%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $2,145 Shares 6,402 Est. Cost $383.07 Unrealized -9.8%
TROW PRICE T ROWE GROUP INC 0.6%
Value ($000) $2,015 Shares 17,442 Est. Cost $132.23 Unrealized -19.0%
LPLA LPL FINL HLDGS INC 0.6%
Value ($000) $1,980 Shares 10,627 Est. Cost $174.14 Unrealized +9.1%
EMR EMERSON ELEC CO 0.6%
Value ($000) $1,922 Shares 23,867 Est. Cost $85.70 Unrealized -4.5%
ROP ROPER TECHNOLOGIES INC 0.6%
Value ($000) $1,881 Shares 4,779 Est. Cost $368.29 Unrealized +15.4%
BLACKROCK INC 0.5%
Value ($000) $1,849 Shares 2,992 Est. Cost $768.70 Unrealized
EXR EXTRA SPACE STORAGE INC 0.5%
Value ($000) $1,836 Shares 10,738 Est. Cost $165.76 Unrealized -4.3%
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $1,801 Shares 5,152 Est. Cost $125.98 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,789 Shares 10,107 Est. Cost $135.70 Unrealized +17.9%
O REALTY INCOME CORP 0.5%
Value ($000) $1,697 Shares 24,472 Est. Cost $52.79 Unrealized +7.0%
WMT WALMART INC 0.5%
Value ($000) $1,571 Shares 12,887 Est. Cost $38.83 Unrealized +13.4%
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $1,522 Shares 11,945 Est. Cost $120.16 Unrealized +0.7%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,509 Shares 18,946 Est. Cost $70.81 Unrealized +1.4%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,469 Shares 9,994 Est. Cost $103.73 Unrealized +37.6%
ABBV ABBVIE INC 0.4%
Value ($000) $1,454 Shares 9,434 Est. Cost $94.88 Unrealized +41.3%
MO ALTRIA GROUP INC 0.4%
Value ($000) $1,389 Shares 33,262 Est. Cost $32.25 Unrealized +19.2%
SPHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,381 Shares 32,621 Est. Cost $47.22 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $1,368 Shares 1,992 Est. Cost $297.10 Unrealized -8.1%
PEP PEPSICO INC 0.4%
Value ($000) $1,340 Shares 8,039 Est. Cost $122.82 Unrealized +22.0%
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,320 Shares 21,305 Est. Cost $57.04 Unrealized
PAVE GLOBAL X FDS 0.4%
Value ($000) $1,303 Shares 57,318 Est. Cost $25.34 Unrealized
VXUS VANGUARD STAR FDS 0.4%
Value ($000) $1,298 Shares 25,057 Est. Cost $60.89 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,279 Shares 20,394 Est. Cost $47.98 Unrealized +18.3%
OSISKO GOLD ROYALTIES LTD 0.4%
Value ($000) $1,258 Shares 118,696 Est. Cost $11.83 Unrealized
WAT WATERS CORP 0.4%
Value ($000) $1,249 Shares 3,786 Est. Cost $345.19 Unrealized -8.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,247 Shares 4,558 Est. Cost $260.94 Unrealized +20.2%
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,238 Shares 20,840 Est. Cost $59.85 Unrealized
TGT TARGET CORP 0.4%
Value ($000) $1,220 Shares 8,592 Est. Cost $150.90 Unrealized +12.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $1,193 Shares 12,371 Est. Cost $106.46 Unrealized -4.4%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,175 Shares 7,619 Est. Cost $19.23 Unrealized -2.0%
INTU INTUIT 0.3%
Value ($000) $1,171 Shares 3,007 Est. Cost $526.66 Unrealized -23.2%
PFE PFIZER INC 0.3%
Value ($000) $1,163 Shares 22,828 Est. Cost $34.84 Unrealized +20.5%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,092 Shares 10,823 Est. Cost $77.39 Unrealized +10.4%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $1,068 Shares 11,621 Est. Cost $132.42 Unrealized -19.9%
SLF SUN LIFE FINANCIAL INC. 0.3%
Value ($000) $1,059 Shares 23,053 Est. Cost $49.82 Unrealized 0.0%
HD HOME DEPOT INC 0.3%
Value ($000) $1,048 Shares 3,825 Est. Cost $243.53 Unrealized +10.5%
WST WEST PHARMACEUTICAL SVSC INC 0.3%
Value ($000) $1,046 Shares 3,491 Est. Cost $416.58 Unrealized -22.6%
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $963 Shares 26,887 Est. Cost $49.82 Unrealized -25.1%
CSX CSX CORP 0.3%
Value ($000) $949 Shares 32,585 Est. Cost $31.03 Unrealized -0.3%
FTNT FORTINET INC 0.3%
Value ($000) $949 Shares 16,565 Est. Cost $59.18 Unrealized +0.4%
META META PLATFORMS INC 0.3%
Value ($000) $949 Shares 5,790 Est. Cost $286.96 Unrealized -33.2%
OXY OCCIDENTAL PETE CORP 0.3%
Value ($000) $943 Shares 15,960 Est. Cost $58.13 Unrealized 0.0%
ARISTA NETWORKS INC 0.3%
Value ($000) $906 Shares 9,519 Est. Cost $130.98 Unrealized
MVO MV OIL TR 0.3%
Value ($000) $904 Shares 77,161 Est. Cost $4.22 Unrealized
DHI D R HORTON INC 0.3%
Value ($000) $897 Shares 13,543 Est. Cost $86.88 Unrealized -22.0%
BA BOEING CO 0.3%
Value ($000) $897 Shares 6,480 Est. Cost $162.48 Unrealized -9.2%
AZO AUTOZONE INC 0.3%
Value ($000) $878 Shares 410 Est. Cost $2002.98 Unrealized +2.7%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $863 Shares 2,061 Est. Cost $352.57 Unrealized +12.9%
GIS GENERAL MLS INC 0.3%
Value ($000) $849 Shares 11,359 Est. Cost $51.59 Unrealized +19.9%
SO SOUTHERN CO 0.2%
Value ($000) $844 Shares 11,945 Est. Cost $52.23 Unrealized +23.1%
PSA PUBLIC STORAGE 0.2%
Value ($000) $832 Shares 2,674 Est. Cost $279.12 Unrealized +3.5%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $787 Shares 5,205 Est. Cost $131.06 Unrealized +12.9%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $787 Shares 33,525 Est. Cost $26.80 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $770 Shares 3,880 Est. Cost $235.31 Unrealized
KELLOGG CO 0.2%
Value ($000) $765 Shares 10,688 Est. Cost $51.85 Unrealized +10.5%
AVGO BROADCOM INC 0.2%
Value ($000) $761 Shares 1,552 Est. Cost $32.79 Unrealized +59.8%
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $752 Shares 6,392 Est. Cost $68.15 Unrealized +67.3%
V VISA INC 0.2%
Value ($000) $746 Shares 3,742 Est. Cost $196.73 Unrealized +2.2%
CSCO CISCO SYS INC 0.2%
Value ($000) $739 Shares 17,232 Est. Cost $46.53 Unrealized -8.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $714 Shares 7,465 Est. Cost $108.44 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO 0.2%
Value ($000) $713 Shares 12,877 Est. Cost $47.91 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $708 Shares 2,796 Est. Cost $208.29 Unrealized +6.7%
ORCL ORACLE CORP 0.2%
Value ($000) $696 Shares 10,054 Est. Cost $84.22 Unrealized -17.1%
PRGS PROGRESS SOFTWARE CORP 0.2%
Value ($000) $688 Shares 14,899 Est. Cost $47.59 Unrealized 0.0%
CBT CABOT CORP 0.2%
Value ($000) $670 Shares 10,509 Est. Cost $63.39 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $666 Shares 1,354 Est. Cost $72.88 Unrealized +21.7%
ACGL ARCH CAP GROUP LTD 0.2%
Value ($000) $665 Shares 14,890 Est. Cost $44.08 Unrealized 0.0%
HP HELMERICH & PAYNE INC 0.2%
Value ($000) $664 Shares 15,170 Est. Cost $46.47 Unrealized 0.0%
T AT&T INC 0.2%
Value ($000) $659 Shares 31,471 Est. Cost $16.46 Unrealized -0.9%
KOS KOSMOS ENERGY LTD 0.2%
Value ($000) $647 Shares 101,071 Est. Cost $7.21 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $638 Shares 1,190 Est. Cost $467.52 Unrealized +16.5%
FALN ISHARES TR 0.2%
Value ($000) $635 Shares 25,752 Est. Cost $27.19 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $631 Shares 2,255 Est. Cost $244.88 Unrealized +16.2%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $627 Shares 1,215 Est. Cost $325.97 Unrealized +44.5%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $626 Shares 4,490 Est. Cost $119.01 Unrealized +32.4%
HUN HUNTSMAN CORP 0.2%
Value ($000) $625 Shares 21,733 Est. Cost $33.77 Unrealized 0.0%
EQT EQT CORP 0.2%
Value ($000) $625 Shares 16,663 Est. Cost $39.03 Unrealized 0.0%
ATKR ATKORE INC 0.2%
Value ($000) $620 Shares 7,420 Est. Cost $95.85 Unrealized 0.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $610 Shares 6,539 Est. Cost $60.12 Unrealized +42.9%
CMC COMMERCIAL METALS CO 0.2%
Value ($000) $605 Shares 17,672 Est. Cost $37.47 Unrealized 0.0%
BIZD VANECK ETF TRUST 0.2%
Value ($000) $605 Shares 40,301 Est. Cost $12.38 Unrealized
KFRC KFORCE INC 0.2%
Value ($000) $602 Shares 9,898 Est. Cost $68.31 Unrealized 0.0%
NOW SERVICENOW INC 0.2%
Value ($000) $601 Shares 1,263 Est. Cost $113.87 Unrealized -16.3%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $591 Shares 4,404 Est. Cost $120.20 Unrealized -4.5%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $549 Shares 1,936 Est. Cost $226.61 Unrealized
FSK FS KKR CAP CORP 0.2%
Value ($000) $548 Shares 28,583 Est. Cost $10.03 Unrealized +21.9%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $547 Shares 5,731 Est. Cost $79.21 Unrealized +9.4%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $545 Shares 3,017 Est. Cost $186.76 Unrealized -2.0%
LLY LILLY ELI & CO 0.2%
Value ($000) $541 Shares 1,674 Est. Cost $205.45 Unrealized +41.6%
MCD MCDONALDS CORP 0.2%
Value ($000) $528 Shares 2,133 Est. Cost $210.98 Unrealized +7.3%
AMGN AMGEN INC 0.2%
Value ($000) $519 Shares 2,114 Est. Cost $203.67 Unrealized +7.3%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $517 Shares 2,432 Est. Cost $196.92 Unrealized +2.8%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $516 Shares 2,352 Est. Cost $204.81 Unrealized +4.2%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $513 Shares 3,811 Est. Cost $123.76 Unrealized +10.1%
IWF ISHARES TR 0.2%
Value ($000) $510 Shares 2,304 Est. Cost $154.95 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value ($000) $507 Shares 45,089 Est. Cost $10.78 Unrealized +0.4%
ITOT ISHARES TR 0.1%
Value ($000) $506 Shares 5,990 Est. Cost $66.56 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $489 Shares 11,153 Est. Cost $43.84 Unrealized
REM ISHARES TR 0.1%
Value ($000) $487 Shares 18,254 Est. Cost $20.38 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $486 Shares 82,320 Est. Cost $7.71 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $486 Shares 6,654 Est. Cost $62.48 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $477 Shares 1,700 Est. Cost $237.33 Unrealized +12.8%
MRK MERCK & CO INC 0.1%
Value ($000) $468 Shares 5,054 Est. Cost $71.08 Unrealized +11.4%
WPC WP CAREY INC 0.1%
Value ($000) $454 Shares 5,409 Est. Cost $71.52 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $448 Shares 2,272 Est. Cost $268.19 Unrealized -21.0%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $434 Shares 2,977 Est. Cost $138.65 Unrealized +1.7%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $433 Shares 1,342 Est. Cost $313.98 Unrealized +7.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $417 Shares 2,408 Est. Cost $147.93 Unrealized +12.4%
NRG NRG ENERGY INC 0.1%
Value ($000) $413 Shares 10,909 Est. Cost $37.09 Unrealized -0.1%
PSX PHILLIPS 66 0.1%
Value ($000) $407 Shares 4,817 Est. Cost $65.13 Unrealized +24.3%
OIH VANECK ETF TRUST 0.1%
Value ($000) $405 Shares 1,700 Est. Cost $280.59 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $378 Shares 1,772 Est. Cost $178.59 Unrealized +16.9%
XEL XCEL ENERGY INC 0.1%
Value ($000) $357 Shares 5,088 Est. Cost $54.58 Unrealized +17.9%
IWB ISHARES TR 0.1%
Value ($000) $350 Shares 1,667 Est. Cost $266.12 Unrealized
BARRICK GOLD CORP 0.1%
Value ($000) $346 Shares 18,839 Est. Cost $18.53 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $345 Shares 4,406 Est. Cost $52.86 Unrealized +22.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $340 Shares 3,644 Est. Cost $63.24 Unrealized +40.0%
NSP INSPERITY INC 0.1%
Value ($000) $338 Shares 3,480 Est. Cost $55.39 Unrealized +61.3%
CRK COMSTOCK RES INC 0.1%
Value ($000) $333 Shares 24,687 Est. Cost $8.98 Unrealized +74.6%
LPX LOUISIANA PAC CORP 0.1%
Value ($000) $327 Shares 6,300 Est. Cost $64.15 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $324 Shares 8,961 Est. Cost $35.56 Unrealized +12.5%
ALLEGIANCE BANCSHARES INC 0.1%
Value ($000) $320 Shares 8,517 Est. Cost $40.74 Unrealized
NFG NATIONAL FUEL GAS CO 0.1%
Value ($000) $312 Shares 4,700 Est. Cost $70.15 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $294 Shares 2,553 Est. Cost $131.29 Unrealized -13.9%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $291 Shares 1,607 Est. Cost $170.93 Unrealized -10.3%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $274 Shares 3,553 Est. Cost $89.83 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $271 Shares 2,016 Est. Cost $113.81 Unrealized +10.8%
MMM 3M CO 0.1%
Value ($000) $269 Shares 2,076 Est. Cost $135.16 Unrealized -22.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $264 Shares 3,448 Est. Cost $84.26 Unrealized -16.5%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $247 Shares 2,560 Est. Cost $84.46 Unrealized +4.7%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $247 Shares 7,490 Est. Cost $32.01 Unrealized +4.9%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $245 Shares 987 Est. Cost $289.07 Unrealized -11.7%
ITA ISHARES TR 0.1%
Value ($000) $241 Shares 2,473 Est. Cost $120.71 Unrealized
UNILEVER PLC 0.1%
Value ($000) $238 Shares 5,217 Est. Cost $59.02 Unrealized
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $230 Shares 2,951 Est. Cost $80.11 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $229 Shares 4,346 Est. Cost $55.39 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $214 Shares 11,116 Est. Cost $17.95 Unrealized 0.0%
BX BLACKSTONE INC 0.1%
Value ($000) $210 Shares 2,302 Est. Cost $106.01 Unrealized -9.4%
BBDC BARINGS BDC INC 0.1%
Value ($000) $208 Shares 22,184 Est. Cost $6.94 Unrealized -3.8%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $205 Shares 1,676 Est. Cost $107.62 Unrealized +7.2%
CHIMERA INVT CORP 0.1%
Value ($000) $172 Shares 19,550 Est. Cost $10.60 Unrealized
CION CION INVT CORP 0.0%
Value ($000) $135 Shares 15,533 Est. Cost $7.25 Unrealized -14.9%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $133 Shares 10,000 Est. Cost $16.75 Unrealized
USDP USD PARTNERS LP 0.0%
Value ($000) $66 Shares 12,636 Est. Cost $3.63 Unrealized
VISN COMMSCOPE HLDG CO INC 0.0%
Value ($000) $65 Shares 10,421 Est. Cost $9.91 Unrealized -29.5%