Precision Wealth Strategies, LLC Diversified Active

CIK: 0001844197 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 18, 2025

Total Value ($000): $308,069 (100.0% shares, 0.0% debt)

Holdings (177)

VOO VANGUARD INDEX FDS 12.5%
Value ($000) $38,443 Shares 67,677 Est. Cost $568.03 Unrealized
OZ BELPOINTE PREP LLC 5.1%
Value ($000) $15,614 Shares 243,931 Est. Cost $93.96 Unrealized -31.7%
BSV VANGUARD BD INDEX FDS 3.8%
Value ($000) $11,682 Shares 148,437 Est. Cost $78.70 Unrealized
BIL SPDR SERIES TRUST 3.7%
Value ($000) $11,282 Shares 122,994 Est. Cost $91.73 Unrealized
PYLD PIMCO ETF TR 3.1%
Value ($000) $9,638 Shares 363,165 Est. Cost $25.79 Unrealized
IEFA ISHARES TR 3.1%
Value ($000) $9,408 Shares 112,696 Est. Cost $83.23 Unrealized
BIV VANGUARD BD INDEX FDS 2.4%
Value ($000) $7,446 Shares 96,279 Est. Cost $77.34 Unrealized
NFLX NETFLIX INC 2.3%
Value ($000) $7,188 Shares 5,368 Est. Cost $68.12 Unrealized +66.0%
SCHG SCHWAB STRATEGIC TR 2.1%
Value ($000) $6,470 Shares 221,489 Est. Cost $27.82 Unrealized
HEFA ISHARES TR 1.9%
Value ($000) $5,777 Shares 152,192 Est. Cost $37.96 Unrealized
CSHI NEOS ETF TRUST 1.9%
Value ($000) $5,730 Shares 115,220 Est. Cost $49.87 Unrealized
GE GE AEROSPACE 1.8%
Value ($000) $5,468 Shares 21,244 Est. Cost $139.11 Unrealized +57.1%
META META PLATFORMS INC 1.7%
Value ($000) $5,312 Shares 7,197 Est. Cost $426.02 Unrealized +44.7%
SHM SPDR SERIES TRUST 1.7%
Value ($000) $5,210 Shares 108,920 Est. Cost $47.83 Unrealized
JNK SPDR SERIES TRUST 1.6%
Value ($000) $4,782 Shares 49,159 Est. Cost $97.27 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $4,428 Shares 28,024 Est. Cost $112.11 Unrealized +12.2%
IJR ISHARES TR 1.3%
Value ($000) $3,873 Shares 35,433 Est. Cost $109.29 Unrealized
CARY ANGEL OAK FUNDS TRUST 1.2%
Value ($000) $3,821 Shares 183,692 Est. Cost $20.55 Unrealized
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $3,815 Shares 3,854 Est. Cost $816.85 Unrealized +21.3%
JAAA JANUS DETROIT STR TR 1.2%
Value ($000) $3,805 Shares 74,978 Est. Cost $50.73 Unrealized
MINT PIMCO ETF TR 1.2%
Value ($000) $3,794 Shares 37,738 Est. Cost $99.90 Unrealized
BKNG BOOKING HOLDINGS INC 1.2%
Value ($000) $3,642 Shares 629 Est. Cost $3699.02 Unrealized +37.7%
VTV VANGUARD INDEX FDS 1.2%
Value ($000) $3,587 Shares 20,296 Est. Cost $176.74 Unrealized
CLIP GLOBAL X FDS 1.2%
Value ($000) $3,563 Shares 35,484 Est. Cost $100.13 Unrealized
BILZ PIMCO ETF TR 1.2%
Value ($000) $3,560 Shares 35,182 Est. Cost $100.86 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $3,326 Shares 6,687 Est. Cost $368.68 Unrealized +17.3%
UYLD ANGEL OAK FUNDS TRUST 1.1%
Value ($000) $3,247 Shares 63,570 Est. Cost $50.95 Unrealized
IVV ISHARES TR 1.0%
Value ($000) $3,222 Shares 5,190 Est. Cost $597.43 Unrealized
MAR MARRIOTT INTL INC NEW 1.0%
Value ($000) $3,015 Shares 11,034 Est. Cost $249.21 Unrealized 0.0%
IEMG ISHARES INC 0.9%
Value ($000) $2,773 Shares 46,193 Est. Cost $60.03 Unrealized
V VISA INC 0.9%
Value ($000) $2,689 Shares 7,573 Est. Cost $346.99 Unrealized 0.0%
GBIL GOLDMAN SACHS ETF TR 0.8%
Value ($000) $2,599 Shares 25,948 Est. Cost $100.15 Unrealized
MUB ISHARES TR 0.8%
Value ($000) $2,413 Shares 23,099 Est. Cost $104.48 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $2,406 Shares 11,725 Est. Cost $181.45 Unrealized +11.0%
WMT WALMART INC 0.7%
Value ($000) $2,278 Shares 23,295 Est. Cost $89.18 Unrealized +6.3%
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $2,265 Shares 5,167 Est. Cost $438.39 Unrealized
VB VANGUARD INDEX FDS 0.7%
Value ($000) $2,204 Shares 9,302 Est. Cost $221.76 Unrealized
CSCO CISCO SYS INC 0.7%
Value ($000) $2,203 Shares 31,756 Est. Cost $60.38 Unrealized 0.0%
T AT&T INC 0.7%
Value ($000) $2,196 Shares 75,885 Est. Cost $26.96 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.7%
Value ($000) $2,137 Shares 15,674 Est. Cost $117.28 Unrealized 0.0%
DE DEERE & CO 0.6%
Value ($000) $1,959 Shares 3,852 Est. Cost $484.68 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $1,921 Shares 17,327 Est. Cost $104.39 Unrealized 0.0%
GOOGL ALPHABET INC 0.6%
Value ($000) $1,801 Shares 10,222 Est. Cost $165.10 Unrealized -1.1%
VBR VANGUARD INDEX FDS 0.5%
Value ($000) $1,642 Shares 8,421 Est. Cost $195.01 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,621 Shares 35,127 Est. Cost $46.15 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $1,486 Shares 6,775 Est. Cost $179.55 Unrealized +10.2%
NAGE NIAGEN BIOSCIENCE INC 0.5%
Value ($000) $1,475 Shares 102,364 Est. Cost $9.87 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $1,464 Shares 16,442 Est. Cost $89.06 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $1,407 Shares 11,344 Est. Cost $102.81 Unrealized 0.0%
CAT CATERPILLAR INC 0.4%
Value ($000) $1,339 Shares 3,450 Est. Cost $330.88 Unrealized -0.0%
ORCL ORACLE CORP 0.4%
Value ($000) $1,339 Shares 6,124 Est. Cost $160.80 Unrealized 0.0%
HYMB SPDR SERIES TRUST 0.4%
Value ($000) $1,335 Shares 53,862 Est. Cost $24.78 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $1,283 Shares 4,653 Est. Cost $162.28 Unrealized +33.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,263 Shares 2,599 Est. Cost $507.86 Unrealized 0.0%
DBEF DBX ETF TR 0.4%
Value ($000) $1,234 Shares 28,210 Est. Cost $43.75 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,225 Shares 14,052 Est. Cost $82.09 Unrealized +1.7%
UNILEVER PLC 0.3%
Value ($000) $1,045 Shares 17,088 Est. Cost $61.17 Unrealized
INOD INNODATA INC 0.3%
Value ($000) $1,007 Shares 19,659 Est. Cost $34.89 Unrealized +13.1%
NGD NEW GOLD INC CDA 0.3%
Value ($000) $989 Shares 199,781 Est. Cost $4.11 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $966 Shares 9,778 Est. Cost $81.39 Unrealized 0.0%
NTRA NATERA INC 0.3%
Value ($000) $959 Shares 5,675 Est. Cost $160.74 Unrealized -3.0%
EQWL INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $947 Shares 8,610 Est. Cost $109.97 Unrealized
MORN MORNINGSTAR INC 0.3%
Value ($000) $939 Shares 2,991 Est. Cost $250.80 Unrealized +18.0%
RDVT RED VIOLET INC 0.3%
Value ($000) $916 Shares 18,609 Est. Cost $43.64 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $913 Shares 13,231 Est. Cost $69.02 Unrealized
GOVT ISHARES TR 0.3%
Value ($000) $891 Shares 38,763 Est. Cost $22.98 Unrealized
INTU INTUIT 0.3%
Value ($000) $827 Shares 1,050 Est. Cost $674.49 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $826 Shares 5,408 Est. Cost $150.84 Unrealized 0.0%
QQQM INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $826 Shares 3,636 Est. Cost $198.12 Unrealized
PTGX PROTAGONIST THERAPEUTICS INC 0.3%
Value ($000) $793 Shares 14,339 Est. Cost $47.99 Unrealized 0.0%
OS ONESTREAM INC 0.3%
Value ($000) $792 Shares 27,998 Est. Cost $26.74 Unrealized -6.8%
IWR ISHARES TR 0.3%
Value ($000) $785 Shares 8,533 Est. Cost $69.25 Unrealized
RTX RTX CORPORATION 0.3%
Value ($000) $777 Shares 5,321 Est. Cost $131.75 Unrealized 0.0%
USB US BANCORP DEL 0.2%
Value ($000) $763 Shares 16,856 Est. Cost $39.38 Unrealized +3.5%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $759 Shares 1,073 Est. Cost $571.74 Unrealized 0.0%
VSEC VSE CORP 0.2%
Value ($000) $758 Shares 5,789 Est. Cost $124.34 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value ($000) $741 Shares 966 Est. Cost $335.78 Unrealized +91.1%
ASML ASML HOLDING N V 0.2%
Value ($000) $740 Shares 923 Est. Cost $801.45 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $739 Shares 5,471 Est. Cost $135.04 Unrealized
VIRT VIRTU FINL INC 0.2%
Value ($000) $720 Shares 16,064 Est. Cost $34.71 Unrealized +16.2%
APP APPLOVIN CORP 0.2%
Value ($000) $712 Shares 2,035 Est. Cost $81.49 Unrealized +297.8%
IWF ISHARES TR 0.2%
Value ($000) $712 Shares 1,677 Est. Cost $289.16 Unrealized
GSHD GOOSEHEAD INS INC 0.2%
Value ($000) $706 Shares 6,693 Est. Cost $81.11 Unrealized +30.6%
BPOP POPULAR INC 0.2%
Value ($000) $705 Shares 6,395 Est. Cost $97.12 Unrealized 0.0%
EHC ENCOMPASS HEALTH CORP 0.2%
Value ($000) $692 Shares 5,646 Est. Cost $113.68 Unrealized 0.0%
FOX FOX CORP 0.2%
Value ($000) $690 Shares 13,371 Est. Cost $49.22 Unrealized -1.6%
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $682 Shares 9,387 Est. Cost $64.78 Unrealized
FIX COMFORT SYS USA INC 0.2%
Value ($000) $670 Shares 1,250 Est. Cost $432.99 Unrealized +0.4%
RYAN RYAN SPECIALTY HOLDINGS INC 0.2%
Value ($000) $628 Shares 9,233 Est. Cost $40.59 Unrealized +70.0%
VEEV VEEVA SYS INC 0.2%
Value ($000) $612 Shares 2,124 Est. Cost $248.00 Unrealized 0.0%
SFBS SERVISFIRST BANCSHARES INC 0.2%
Value ($000) $611 Shares 7,889 Est. Cost $70.13 Unrealized +3.9%
LLY ELI LILLY & CO 0.2%
Value ($000) $608 Shares 780 Est. Cost $773.40 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $589 Shares 2,208 Est. Cost $193.08 Unrealized +33.4%
EME EMCOR GROUP INC 0.2%
Value ($000) $585 Shares 1,094 Est. Cost $296.70 Unrealized +48.6%
IGIB ISHARES TR 0.2%
Value ($000) $577 Shares 10,831 Est. Cost $53.29 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.2%
Value ($000) $570 Shares 4,322 Est. Cost $86.03 Unrealized +33.1%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $564 Shares 1,886 Est. Cost $302.88 Unrealized 0.0%
BITB BITWISE BITCOIN ETF TR 0.2%
Value ($000) $560 Shares 9,566 Est. Cost $40.44 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $555 Shares 5,948 Est. Cost $59.42 Unrealized +38.5%
HD HOME DEPOT INC 0.2%
Value ($000) $549 Shares 1,497 Est. Cost $355.91 Unrealized 0.0%
DAVE DAVE INC 0.2%
Value ($000) $543 Shares 2,023 Est. Cost $93.71 Unrealized +68.2%
SBUX STARBUCKS CORP 0.2%
Value ($000) $539 Shares 5,878 Est. Cost $85.17 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $538 Shares 1,846 Est. Cost $272.45 Unrealized 0.0%
EPAC ENERPAC TOOL GROUP CORP 0.2%
Value ($000) $537 Shares 13,246 Est. Cost $45.62 Unrealized -7.8%
PWR QUANTA SVCS INC 0.2%
Value ($000) $536 Shares 1,419 Est. Cost $265.50 Unrealized +20.8%
APPF APPFOLIO INC 0.2%
Value ($000) $532 Shares 2,311 Est. Cost $229.40 Unrealized -5.0%
PPC PILGRIMS PRIDE CORP 0.2%
Value ($000) $531 Shares 11,802 Est. Cost $43.59 Unrealized +12.6%
SPMD SPDR SERIES TRUST 0.2%
Value ($000) $528 Shares 9,707 Est. Cost $54.38 Unrealized
SPSM SPDR SERIES TRUST 0.2%
Value ($000) $499 Shares 11,702 Est. Cost $42.60 Unrealized
SYF SYNCHRONY FINANCIAL 0.2%
Value ($000) $491 Shares 7,356 Est. Cost $59.75 Unrealized -7.4%
KNSL KINSALE CAP GROUP INC 0.2%
Value ($000) $489 Shares 1,011 Est. Cost $453.73 Unrealized +2.7%
NCNO NCINO INC 0.2%
Value ($000) $489 Shares 17,478 Est. Cost $36.54 Unrealized -31.6%
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $483 Shares 4,720 Est. Cost $101.80 Unrealized -15.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $472 Shares 1,553 Est. Cost $274.84 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $461 Shares 820 Est. Cost $551.47 Unrealized 0.0%
URI UNITED RENTALS INC 0.1%
Value ($000) $448 Shares 594 Est. Cost $546.99 Unrealized +21.6%
MBB ISHARES TR 0.1%
Value ($000) $444 Shares 4,732 Est. Cost $93.89 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $439 Shares 1,937 Est. Cost $226.45 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $436 Shares 2,763 Est. Cost $144.59 Unrealized +1.6%
LII LENNOX INTL INC 0.1%
Value ($000) $425 Shares 742 Est. Cost $414.72 Unrealized +33.8%
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $423 Shares 4,451 Est. Cost $74.93 Unrealized +28.0%
DFH DREAM FINDERS HOMES INC 0.1%
Value ($000) $408 Shares 16,233 Est. Cost $20.37 Unrealized +10.3%
AAON AAON INC 0.1%
Value ($000) $401 Shares 5,441 Est. Cost $50.25 Unrealized +73.9%
THG HANOVER INS GROUP INC 0.1%
Value ($000) $400 Shares 2,354 Est. Cost $158.73 Unrealized +3.7%
ESGU ISHARES TR 0.1%
Value ($000) $399 Shares 2,949 Est. Cost $135.30 Unrealized
IUSB ISHARES TR 0.1%
Value ($000) $395 Shares 8,555 Est. Cost $46.23 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $391 Shares 1,348 Est. Cost $252.67 Unrealized 0.0%
BURL BURLINGTON STORES INC 0.1%
Value ($000) $371 Shares 1,595 Est. Cost $212.63 Unrealized +11.8%
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $367 Shares 3,824 Est. Cost $92.42 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $352 Shares 2,212 Est. Cost $160.77 Unrealized 0.0%
NKE NIKE INC 0.1%
Value ($000) $345 Shares 4,860 Est. Cost $59.08 Unrealized 0.0%
ETH GRAYSCALE ETHEREUM MINI TR E 0.1%
Value ($000) $332 Shares 14,000 Est. Cost $18.70 Unrealized
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $326 Shares 807 Est. Cost $301.38 Unrealized +20.9%
TFIN TRIUMPH FINANCIAL INC 0.1%
Value ($000) $324 Shares 5,874 Est. Cost $82.78 Unrealized -32.8%
SPSC SPS COMM INC 0.1%
Value ($000) $324 Shares 2,378 Est. Cost $112.29 Unrealized +23.4%
TSLA TESLA INC 0.1%
Value ($000) $322 Shares 1,013 Est. Cost $301.28 Unrealized 0.0%
ADBE ADOBE INC 0.1%
Value ($000) $318 Shares 821 Est. Cost $385.32 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $316 Shares 3,474 Est. Cost $93.24 Unrealized -1.0%
DEO DIAGEO PLC 0.1%
Value ($000) $313 Shares 3,106 Est. Cost $100.84 Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.1%
Value ($000) $310 Shares 1,709 Est. Cost $213.30 Unrealized -15.6%
RVLV REVOLVE GROUP INC 0.1%
Value ($000) $307 Shares 15,322 Est. Cost $25.35 Unrealized -20.1%
ETHA ISHARES ETHEREUM TR 0.1%
Value ($000) $304 Shares 15,951 Est. Cost $14.95 Unrealized
USPH U S PHYSICAL THERAPY 0.1%
Value ($000) $296 Shares 3,786 Est. Cost $93.73 Unrealized -21.4%
GOOG ALPHABET INC 0.1%
Value ($000) $294 Shares 1,660 Est. Cost $164.85 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $285 Shares 3,138 Est. Cost $90.04 Unrealized 0.0%
DAVA ENDAVA PLC 0.1%
Value ($000) $276 Shares 18,003 Est. Cost $26.02 Unrealized
IBMP ISHARES TR 0.1%
Value ($000) $264 Shares 10,417 Est. Cost $25.35 Unrealized
IBMQ ISHARES TR 0.1%
Value ($000) $264 Shares 10,392 Est. Cost $25.41 Unrealized
ISHARES TR 0.1%
Value ($000) $263 Shares 9,832 Est. Cost $26.76 Unrealized
IBMO ISHARES TR 0.1%
Value ($000) $262 Shares 10,225 Est. Cost $25.62 Unrealized
IBMR ISHARES TR 0.1%
Value ($000) $258 Shares 10,213 Est. Cost $25.23 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $245 Shares 883 Est. Cost $276.94 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $241 Shares 4,746 Est. Cost $50.68 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $240 Shares 2,420 Est. Cost $99.18 Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $240 Shares 469 Est. Cost $459.22 Unrealized 0.0%
IBTI ISHARES TR 0.1%
Value ($000) $233 Shares 10,432 Est. Cost $22.36 Unrealized
IBTJ ISHARES TR 0.1%
Value ($000) $231 Shares 10,546 Est. Cost $21.92 Unrealized
IBTG ISHARES TR 0.1%
Value ($000) $231 Shares 10,063 Est. Cost $22.93 Unrealized
IGEB ISHARES TR 0.1%
Value ($000) $230 Shares 5,063 Est. Cost $45.44 Unrealized
IBTH ISHARES TR 0.1%
Value ($000) $229 Shares 10,176 Est. Cost $22.49 Unrealized
ISHARES TR 0.1%
Value ($000) $227 Shares 9,712 Est. Cost $23.36 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $220 Shares 4,176 Est. Cost $52.76 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $216 Shares 926 Est. Cost $199.66 Unrealized 0.0%
QUAL ISHARES TR 0.1%
Value ($000) $213 Shares 1,163 Est. Cost $182.82 Unrealized
RELX RELX PLC 0.1%
Value ($000) $209 Shares 3,847 Est. Cost $54.34 Unrealized
TIDAL TR II 0.1%
Value ($000) $209 Shares 9,406 Est. Cost $22.17 Unrealized
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $204 Shares 456 Est. Cost $334.00 Unrealized +30.0%
PEP PEPSICO INC 0.1%
Value ($000) $203 Shares 1,536 Est. Cost $131.03 Unrealized 0.0%
TIGR UP FINTECH HLDG LTD 0.1%
Value ($000) $173 Shares 17,926 Est. Cost $9.65 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $158 Shares 10,261 Est. Cost $15.37 Unrealized
CIG CIA ENERGETICA DE MINAS GERA 0.1%
Value ($000) $154 Shares 78,780 Est. Cost $1.96 Unrealized
RPC P10 INC 0.0%
Value ($000) $139 Shares 13,606 Est. Cost $12.71 Unrealized -15.7%
F FORD MTR CO 0.0%
Value ($000) $136 Shares 12,508 Est. Cost $13.71 Unrealized -28.0%
EXPI EXP WORLD HLDGS INC 0.0%
Value ($000) $126 Shares 13,805 Est. Cost $11.54 Unrealized -25.3%
ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $95 Shares 11,002 Est. Cost $5.46 Unrealized
OXFORD LANE CAP CORP 0.0%
Value ($000) $50 Shares 12,000 Est. Cost $5.15 Unrealized
HLLY HOLLEY INC 0.0%
Value ($000) $50 Shares 24,800 Est. Cost $5.71 Unrealized -62.9%