Sargent Investment Group, LLC Diversified Active

CIK: 0001766157 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 11, 2022

Total Value ($000): $438,521 (100.0% shares, 0.0% debt)

Holdings (183)

AAPL APPLE INC 6.7%
Value ($000) $29,383 Shares 165,471 Est. Cost $93.96 Unrealized +64.7%
AVID BIOSERVICES INC 5.1%
Value ($000) $22,431 Shares 768,727 Est. Cost $5.17 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 3.9%
Value ($000) $17,184 Shares 325,523 Est. Cost $30.47 Unrealized
BX BLACKSTONE INC 3.9%
Value ($000) $17,007 Shares 131,441 Est. Cost $39.42 Unrealized +194.6%
CG CARLYLE GROUP INC 3.8%
Value ($000) $16,624 Shares 302,800 Est. Cost $23.69 Unrealized +99.1%
CTLP CANTALOUPE INC 3.3%
Value ($000) $14,532 Shares 1,636,506 Est. Cost $10.36 Unrealized -3.9%
DIGITALBRIDGE GROUP INC 3.2%
Value ($000) $14,105 Shares 1,693,250 Est. Cost $6.44 Unrealized
GE GENERAL ELECTRIC CO 3.1%
Value ($000) $13,702 Shares 145,036 Est. Cost $61.56 Unrealized 0.0%
ANTARES PHARMA INC 3.0%
Value ($000) $13,193 Shares 3,695,475 Est. Cost $2.92 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 2.9%
Value ($000) $12,896 Shares 152,520 Est. Cost $61.70 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $12,727 Shares 37,843 Est. Cost $115.74 Unrealized +170.8%
OLED UNIVERSAL DISPLAY CORP 2.7%
Value ($000) $11,629 Shares 70,463 Est. Cost $109.39 Unrealized +44.5%
F FORD MTR CO DEL 2.2%
Value ($000) $9,788 Shares 471,284 Est. Cost $12.88 Unrealized +8.7%
IRM IRON MTN INC NEW 2.0%
Value ($000) $8,921 Shares 170,475 Est. Cost $23.78 Unrealized +68.7%
XYZ SQUARE INC 1.9%
Value ($000) $8,532 Shares 52,827 Est. Cost $69.45 Unrealized +212.0%
ROBT FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $7,390 Shares 134,146 Est. Cost $41.04 Unrealized
BNL BROADSTONE NET LEASE INC 1.6%
Value ($000) $6,854 Shares 103,343 Est. Cost $32.46 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.5%
Value ($000) $6,594 Shares 362,098 Est. Cost $19.94 Unrealized +10.8%
MITK MITEK SYS INC 1.5%
Value ($000) $6,386 Shares 359,765 Est. Cost $9.41 Unrealized +90.0%
JPST J P MORGAN EXCHANGE-TRADED F 1.3%
Value ($000) $5,796 Shares 114,825 Est. Cost $50.32 Unrealized
GOOG ALPHABET INC 1.3%
Value ($000) $5,767 Shares 1,993 Est. Cost $60.58 Unrealized +136.8%
AMZN AMAZON COM INC 1.3%
Value ($000) $5,542 Shares 1,662 Est. Cost $99.63 Unrealized +71.8%
ARCC ARES CAPITAL CORP 1.3%
Value ($000) $5,539 Shares 261,398 Est. Cost $9.04 Unrealized +54.4%
EXEL EXELIXIS INC 1.2%
Value ($000) $5,419 Shares 296,420 Est. Cost $18.72 Unrealized +2.2%
FTGC FIRST TR EXCHANGE TRAD FD VI 1.2%
Value ($000) $5,139 Shares 222,855 Est. Cost $20.93 Unrealized
CARR CARRIER GLOBAL CORPORATION 1.1%
Value ($000) $4,878 Shares 89,930 Est. Cost $38.01 Unrealized +34.0%
FINX GLOBAL X FDS 1.0%
Value ($000) $4,368 Shares 109,124 Est. Cost $40.54 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $4,215 Shares 24,639 Est. Cost $120.05 Unrealized +20.9%
COHEN & STEERS QUALITY INCOM 0.9%
Value ($000) $3,901 Shares 214,105 Est. Cost $11.05 Unrealized
XRX XEROX HOLDINGS CORP 0.9%
Value ($000) $3,890 Shares 171,810 Est. Cost $22.76 Unrealized -10.7%
MATINAS BIOPHARMA HLDGS INC 0.8%
Value ($000) $3,665 Shares 3,628,906 Est. Cost $1.12 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $3,304 Shares 7,961 Est. Cost $189.01 Unrealized +81.6%
CTSO CYTOSORBENTS CORP 0.7%
Value ($000) $3,288 Shares 784,836 Est. Cost $8.08 Unrealized -30.5%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $3,284 Shares 20,738 Est. Cost $97.86 Unrealized +51.1%
ATOM ATOMERA INC 0.7%
Value ($000) $3,269 Shares 162,484 Est. Cost $7.37 Unrealized +218.6%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $3,268 Shares 24,447 Est. Cost $108.06 Unrealized -1.5%
PBW INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $3,233 Shares 45,266 Est. Cost $96.29 Unrealized
EASTERLY GOVT PPTYS INC 0.7%
Value ($000) $2,887 Shares 125,963 Est. Cost $19.87 Unrealized
NVAX NOVAVAX INC 0.7%
Value ($000) $2,861 Shares 20,000 Est. Cost $10.92 Unrealized +1473.5%
ASPN ASPEN AEROGELS INC 0.6%
Value ($000) $2,561 Shares 51,441 Est. Cost $37.99 Unrealized +38.7%
FSV FIRSTSERVICE CORP NEW 0.6%
Value ($000) $2,556 Shares 34,974 Est. Cost $155.01 Unrealized +21.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,411 Shares 8,065 Est. Cost $208.96 Unrealized +37.1%
GOOGL ALPHABET INC 0.5%
Value ($000) $2,352 Shares 812 Est. Cost $78.36 Unrealized +82.4%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $2,323 Shares 4,092 Est. Cost $239.50 Unrealized +103.8%
QCOM QUALCOMM INC 0.5%
Value ($000) $2,259 Shares 12,353 Est. Cost $90.39 Unrealized +61.6%
FVD FIRST TR VALUE LINE DIVID IN 0.5%
Value ($000) $2,179 Shares 50,621 Est. Cost $33.25 Unrealized
PULS PGIM ETF TR 0.5%
Value ($000) $1,986 Shares 40,125 Est. Cost $50.13 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.5%
Value ($000) $1,982 Shares 69,536 Est. Cost $20.22 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,948 Shares 11,909 Est. Cost $85.11 Unrealized +57.6%
TSLX SIXTH STREET SPECIALTY LENDN 0.4%
Value ($000) $1,822 Shares 77,900 Est. Cost $16.62 Unrealized +41.3%
ERII ENERGY RECOVERY INC 0.4%
Value ($000) $1,645 Shares 76,545 Est. Cost $20.44 Unrealized +2.3%
AKTSQ AKOUSTIS TECHNOLOGIES INC 0.4%
Value ($000) $1,612 Shares 241,265 Est. Cost $9.39 Unrealized -20.5%
GABELLI DIVID & INCOME TR 0.3%
Value ($000) $1,532 Shares 56,750 Est. Cost $19.22 Unrealized
WMT WALMART INC 0.3%
Value ($000) $1,475 Shares 10,194 Est. Cost $28.77 Unrealized +57.0%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,471 Shares 3,800 Est. Cost $267.26 Unrealized +30.3%
PEP PEPSICO INC 0.3%
Value ($000) $1,372 Shares 7,899 Est. Cost $105.44 Unrealized +36.1%
ABT ABBOTT LABS 0.3%
Value ($000) $1,233 Shares 8,762 Est. Cost $88.81 Unrealized +33.7%
ORCL ORACLE CORP 0.3%
Value ($000) $1,212 Shares 13,903 Est. Cost $47.78 Unrealized +86.1%
INTU INTUIT 0.3%
Value ($000) $1,209 Shares 1,880 Est. Cost $251.45 Unrealized +139.2%
CRM SALESFORCE COM INC 0.3%
Value ($000) $1,147 Shares 4,515 Est. Cost $142.65 Unrealized +94.6%
FDL FIRST TR MORNINGSTAR DIVID L 0.3%
Value ($000) $1,134 Shares 31,879 Est. Cost $29.20 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $1,111 Shares 1,960 Est. Cost $241.40 Unrealized +158.9%
ZTS ZOETIS INC 0.3%
Value ($000) $1,104 Shares 4,523 Est. Cost $85.00 Unrealized +147.6%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,101 Shares 2,193 Est. Cost $231.95 Unrealized +82.0%
MAT MATTEL INC 0.3%
Value ($000) $1,097 Shares 50,900 Est. Cost $19.16 Unrealized +9.5%
WASH WASHINGTON TR BANCORP INC 0.2%
Value ($000) $1,096 Shares 19,450 Est. Cost $33.84 Unrealized +23.9%
TSLA TESLA INC 0.2%
Value ($000) $1,082 Shares 1,024 Est. Cost $104.46 Unrealized +221.1%
BA BOEING CO 0.2%
Value ($000) $1,072 Shares 5,324 Est. Cost $301.48 Unrealized -29.9%
DHR DANAHER CORPORATION 0.2%
Value ($000) $1,061 Shares 3,225 Est. Cost $175.84 Unrealized +53.6%
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,049 Shares 20,990 Est. Cost $51.83 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,023 Shares 9,912 Est. Cost $58.99 Unrealized +36.4%
STWD STARWOOD PPTY TR INC 0.2%
Value ($000) $1,019 Shares 41,914 Est. Cost $23.03 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,019 Shares 16,658 Est. Cost $54.85 Unrealized -1.7%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,012 Shares 8,623 Est. Cost $76.71 Unrealized +25.3%
ABBV ABBVIE INC 0.2%
Value ($000) $1,008 Shares 7,448 Est. Cost $82.68 Unrealized +23.0%
SOXX ISHARES TR 0.2%
Value ($000) $1,003 Shares 1,850 Est. Cost $156.76 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $973 Shares 5,888 Est. Cost $123.93 Unrealized +22.4%
NKE NIKE INC 0.2%
Value ($000) $972 Shares 5,831 Est. Cost $83.66 Unrealized +84.7%
FXL FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $966 Shares 7,320 Est. Cost $57.83 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $951 Shares 690 Est. Cost $105.72 Unrealized +38.2%
SBUX STARBUCKS CORP 0.2%
Value ($000) $946 Shares 8,085 Est. Cost $63.10 Unrealized +62.0%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $919 Shares 20,645 Est. Cost $23.98 Unrealized +71.0%
TGT TARGET CORP 0.2%
Value ($000) $896 Shares 33,287 Est. Cost $211.42 Unrealized +1.3%
MEDIWOUND LTD 0.2%
Value ($000) $863 Shares 365,750 Est. Cost $3.31 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $863 Shares 14,617 Est. Cost $29.16 Unrealized +38.0%
UNP UNION PAC CORP 0.2%
Value ($000) $854 Shares 3,388 Est. Cost $131.31 Unrealized +63.7%
EMR EMERSON ELEC CO 0.2%
Value ($000) $850 Shares 9,144 Est. Cost $62.97 Unrealized +37.4%
FDX FEDEX CORP 0.2%
Value ($000) $816 Shares 3,156 Est. Cost $219.23 Unrealized +0.3%
IYW ISHARES TR 0.2%
Value ($000) $797 Shares 6,940 Est. Cost $86.12 Unrealized
V VISA INC 0.2%
Value ($000) $773 Shares 3,566 Est. Cost $195.30 Unrealized +6.6%
CAT CATERPILLAR INC 0.2%
Value ($000) $753 Shares 3,640 Est. Cost $153.07 Unrealized +22.0%
APA APA CORPORATION 0.2%
Value ($000) $753 Shares 28,000 Est. Cost $18.04 Unrealized +29.7%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $750 Shares 4,584 Est. Cost $107.98 Unrealized +49.8%
C CITIGROUP INC 0.2%
Value ($000) $735 Shares 12,172 Est. Cost $52.43 Unrealized +9.1%
MRK MERCK & CO INC 0.2%
Value ($000) $728 Shares 9,498 Est. Cost $59.31 Unrealized +17.8%
BAX BAXTER INTL INC 0.2%
Value ($000) $726 Shares 8,452 Est. Cost $59.06 Unrealized +23.9%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $712 Shares 13,708 Est. Cost $40.96 Unrealized -1.4%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $691 Shares 16,548 Est. Cost $8.77 Unrealized +308.1%
TTD THE TRADE DESK INC 0.2%
Value ($000) $682 Shares 7,445 Est. Cost $66.13 Unrealized +32.5%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $675 Shares 42,535 Est. Cost $11.28 Unrealized +17.0%
MMM 3M CO 0.2%
Value ($000) $665 Shares 3,742 Est. Cost $127.27 Unrealized +0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $660 Shares 10,587 Est. Cost $49.81 Unrealized -1.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $655 Shares 4,226 Est. Cost $123.91 Unrealized +27.3%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $651 Shares 3,038 Est. Cost $125.74 Unrealized +34.1%
LLY LILLY ELI & CO 0.1%
Value ($000) $649 Shares 2,349 Est. Cost $136.27 Unrealized +78.9%
FV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $636 Shares 12,943 Est. Cost $25.27 Unrealized
CHRS COHERUS BIOSCIENCES INC 0.1%
Value ($000) $634 Shares 39,734 Est. Cost $18.43 Unrealized -5.1%
CSCO CISCO SYS INC 0.1%
Value ($000) $627 Shares 9,897 Est. Cost $41.37 Unrealized +22.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $626 Shares 8,245 Est. Cost $60.86 Unrealized +7.3%
CEDAR FAIR L P 0.1%
Value ($000) $604 Shares 12,070 Est. Cost $46.24 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $565 Shares 10,971 Est. Cost $42.96 Unrealized +10.1%
ATLANTICA SUSTAINABLE INFR P 0.1%
Value ($000) $547 Shares 15,305 Est. Cost $37.18 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $543 Shares 9,172 Est. Cost $44.49 Unrealized +10.5%
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $508 Shares 6,550 Est. Cost $65.85 Unrealized +16.1%
DOW DOW INC 0.1%
Value ($000) $499 Shares 8,803 Est. Cost $46.22 Unrealized -2.5%
LIVEPERSON INC 0.1%
Value ($000) $498 Shares 13,948 Est. Cost $34.38 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $490 Shares 2,600 Est. Cost $119.56 Unrealized +80.6%
AVGO BROADCOM INC 0.1%
Value ($000) $484 Shares 727 Est. Cost $29.64 Unrealized +74.7%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $483 Shares 11,733 Est. Cost $24.53 Unrealized +30.3%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $482 Shares 5,958 Est. Cost $26.35 Unrealized +10.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $481 Shares 4,000 Est. Cost $56.89 Unrealized
EZM WISDOMTREE TR 0.1%
Value ($000) $478 Shares 8,500 Est. Cost $35.99 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.1%
Value ($000) $477 Shares 5,165 Est. Cost $54.41 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $473 Shares 21,526 Est. Cost $22.46 Unrealized
GLW CORNING INC 0.1%
Value ($000) $472 Shares 12,678 Est. Cost $28.18 Unrealized +18.3%
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $472 Shares 6,535 Est. Cost $57.82 Unrealized +11.2%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $470 Shares 1,229 Est. Cost $206.88 Unrealized +72.3%
IYF ISHARES TR 0.1%
Value ($000) $445 Shares 5,130 Est. Cost $97.83 Unrealized
JMBS JANUS DETROIT STR TR 0.1%
Value ($000) $438 Shares 8,305 Est. Cost $52.18 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $431 Shares 3,717 Est. Cost $86.07 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $421 Shares 52,550 Est. Cost $8.10 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $420 Shares 3,075 Est. Cost $61.15 Unrealized +79.7%
UBSI UNITED BANKSHARES INC WEST V 0.1%
Value ($000) $412 Shares 11,345 Est. Cost $33.39 Unrealized +10.3%
XBI SPDR SER TR 0.1%
Value ($000) $406 Shares 3,630 Est. Cost $74.98 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $404 Shares 1,635 Est. Cost $116.36 Unrealized +80.7%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $392 Shares 950 Est. Cost $215.03 Unrealized +80.7%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $388 Shares 4,086 Est. Cost $60.73 Unrealized +25.7%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $366 Shares 2,525 Est. Cost $110.71 Unrealized +29.5%
CAPSTONE GREEN ENERGY CORP 0.1%
Value ($000) $365 Shares 109,950 Est. Cost $5.41 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $365 Shares 5,497 Est. Cost $48.35 Unrealized +14.4%
BLACKROCK INC 0.1%
Value ($000) $352 Shares 384 Est. Cost $757.31 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $347 Shares 1,665 Est. Cost $120.96 Unrealized +53.0%
IBB ISHARES TR 0.1%
Value ($000) $328 Shares 2,152 Est. Cost $141.21 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $327 Shares 2,392 Est. Cost $101.25 Unrealized +23.8%
TEKLA WORLD HEALTHCARE FD 0.1%
Value ($000) $326 Shares 20,000 Est. Cost $12.07 Unrealized
AMPLIFY ETF TR 0.1%
Value ($000) $325 Shares 23,035 Est. Cost $29.05 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $319 Shares 6,890 Est. Cost $35.16 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $317 Shares 1,250 Est. Cost $178.71 Unrealized +63.6%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $316 Shares 1,080 Est. Cost $229.88 Unrealized +4.2%
META FACEBOOK INC 0.1%
Value ($000) $310 Shares 921 Est. Cost $193.00 Unrealized +70.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $305 Shares 6,067 Est. Cost $51.39 Unrealized -10.2%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $296 Shares 1,200 Est. Cost $147.45 Unrealized +40.6%
BFS SAUL CTRS INC 0.1%
Value ($000) $290 Shares 5,475 Est. Cost $40.04 Unrealized
COHEN & STEERS CLOSED-END OP 0.1%
Value ($000) $282 Shares 19,085 Est. Cost $11.50 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $280 Shares 1,043 Est. Cost $212.70 Unrealized +7.9%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $274 Shares 628 Est. Cost $436.31 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $270 Shares 1,323 Est. Cost $161.00 Unrealized
BALL BALL CORP 0.1%
Value ($000) $265 Shares 2,750 Est. Cost $65.30 Unrealized +33.9%
DE DEERE & CO 0.1%
Value ($000) $258 Shares 753 Est. Cost $232.12 Unrealized +41.6%
GM GENERAL MTRS CO 0.1%
Value ($000) $246 Shares 4,200 Est. Cost $51.24 Unrealized +10.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $245 Shares 681 Est. Cost $276.82 Unrealized +22.0%
TPVG TRIPLEPOINT VENTURE GROWTH B 0.1%
Value ($000) $242 Shares 13,500 Est. Cost $12.78 Unrealized +37.1%
SANDY SPRING BANCORP INC 0.1%
Value ($000) $240 Shares 5,000 Est. Cost $29.42 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $238 Shares 1,105 Est. Cost $114.06 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $226 Shares 990 Est. Cost $184.82 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $226 Shares 800 Est. Cost $259.51 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $224 Shares 994 Est. Cost $205.36 Unrealized -9.8%
DEO DIAGEO PLC 0.1%
Value ($000) $221 Shares 1,006 Est. Cost $219.68 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $220 Shares 3,055 Est. Cost $47.19 Unrealized +32.7%
VFC V F CORP 0.1%
Value ($000) $220 Shares 3,000 Est. Cost $73.05 Unrealized 0.0%
SLRC SLR INVESTMENT CORP 0.0%
Value ($000) $217 Shares 11,800 Est. Cost $10.27 Unrealized +20.6%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $208 Shares 860 Est. Cost $241.86 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $207 Shares 1,626 Est. Cost $134.92 Unrealized -6.4%
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $206 Shares 5,000 Est. Cost $31.42 Unrealized +28.6%
NUE NUCOR CORP 0.0%
Value ($000) $203 Shares 1,781 Est. Cost $102.52 Unrealized 0.0%
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $174 Shares 11,250 Est. Cost $8.98 Unrealized +11.3%
PALISADE BIO INC 0.0%
Value ($000) $169 Shares 130,000 Est. Cost $2.39 Unrealized
DB DEUTSCHE BANK A G 0.0%
Value ($000) $125 Shares 10,000 Est. Cost $6.81 Unrealized +67.8%
XHITX INVESCO HIG INCM 2023 TARG T 0.0%
Value ($000) $100 Shares 10,725 Est. Cost $9.64 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $73 Shares 11,473 Est. Cost $6.54 Unrealized
NAGE CHROMADEX CORP 0.0%
Value ($000) $60 Shares 16,000 Est. Cost $4.52 Unrealized +19.5%
PHASEBIO PHARMACEUTICALS INC 0.0%
Value ($000) $30 Shares 11,675 Est. Cost $2.57 Unrealized
SPECTRUM PHARMACEUTICALS INC 0.0%
Value ($000) $19 Shares 14,600 Est. Cost $6.86 Unrealized