Sargent Investment Group, LLC Diversified Active

CIK: 0001766157 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 26, 2022

Total Value ($000): $323,581 (100.0% shares, 0.0% debt)

Holdings (190)

AAPL APPLE INC 7.9%
Value ($000) $25,411 Shares 185,862 Est. Cost $102.49 Unrealized +45.0%
AVID BIOSERVICES INC 3.6%
Value ($000) $11,504 Shares 753,886 Est. Cost $5.17 Unrealized
BX BLACKSTONE INC 3.4%
Value ($000) $11,153 Shares 122,252 Est. Cost $39.42 Unrealized +143.8%
FTCS FIRSTSERVICE CORP NEW 3.4%
Value ($000) $11,132 Shares 151,287 Est. Cost $64.56 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 3.4%
Value ($000) $10,902 Shares 270,933 Est. Cost $30.47 Unrealized
MSFT MICROSOFT CORP 3.0%
Value ($000) $9,801 Shares 38,162 Est. Cost $117.93 Unrealized +123.4%
CTLP CANTALOUPE INC 3.0%
Value ($000) $9,639 Shares 1,721,274 Est. Cost $10.07 Unrealized -47.3%
CG CARLYLE GROUP INC 3.0%
Value ($000) $9,563 Shares 302,060 Est. Cost $23.88 Unrealized +40.6%
IRM IRON MTN INC NEW 2.6%
Value ($000) $8,555 Shares 175,705 Est. Cost $24.23 Unrealized +88.9%
SPYG SPDR SER TR 2.4%
Value ($000) $7,831 Shares 149,796 Est. Cost $52.28 Unrealized
OLED UNIVERSAL DISPLAY CORP 2.2%
Value ($000) $7,051 Shares 69,711 Est. Cost $109.39 Unrealized +13.1%
IBM INTERNATIONAL BUSINESS MACHS 2.2%
Value ($000) $7,039 Shares 49,857 Est. Cost $112.28 Unrealized +4.7%
DIGITALBRIDGE GROUP INC 1.9%
Value ($000) $6,250 Shares 1,280,800 Est. Cost $6.44 Unrealized
SPYV SPDR SER TR 1.8%
Value ($000) $5,805 Shares 157,657 Est. Cost $36.82 Unrealized
EXEL EXELIXIS INC 1.7%
Value ($000) $5,448 Shares 261,685 Est. Cost $18.91 Unrealized +9.0%
FTGC FIRST TR EXCHANGE TRAD FD VI 1.6%
Value ($000) $5,200 Shares 194,321 Est. Cost $21.37 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.5%
Value ($000) $4,955 Shares 546,288 Est. Cost $16.80 Unrealized -41.2%
ARCC ARES CAPITAL CORP 1.5%
Value ($000) $4,953 Shares 276,268 Est. Cost $9.33 Unrealized +48.4%
JPST J P MORGAN EXCHANGE TRADED F 1.5%
Value ($000) $4,882 Shares 97,460 Est. Cost $50.32 Unrealized
F FORD MTR CO DEL 1.5%
Value ($000) $4,799 Shares 431,159 Est. Cost $12.76 Unrealized -17.3%
MAT MATTEL INC 1.4%
Value ($000) $4,596 Shares 205,840 Est. Cost $22.13 Unrealized +6.7%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $4,520 Shares 25,464 Est. Cost $120.93 Unrealized +32.3%
GOOG ALPHABET INC 1.4%
Value ($000) $4,379 Shares 2,002 Est. Cost $61.54 Unrealized +90.6%
AMZN AMAZON COM INC 1.2%
Value ($000) $3,801 Shares 35,788 Est. Cost $124.05 Unrealized +0.9%
VOE VANGUARD INDEX FDS 1.2%
Value ($000) $3,758 Shares 29,013 Est. Cost $129.53 Unrealized
JAAA JANUS DETROIT STR TR 1.1%
Value ($000) $3,595 Shares 73,310 Est. Cost $49.04 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $3,194 Shares 11,697 Est. Cost $243.69 Unrealized +28.7%
MITK MITEK SYS INC 1.0%
Value ($000) $3,135 Shares 339,240 Est. Cost $9.41 Unrealized +13.2%
MATINAS BIOPHARMA HLDGS INC 1.0%
Value ($000) $3,129 Shares 3,960,900 Est. Cost $1.09 Unrealized
XRX XEROX HOLDINGS CORP 0.9%
Value ($000) $3,064 Shares 206,340 Est. Cost $22.30 Unrealized -20.5%
ROBT FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $2,969 Shares 79,953 Est. Cost $41.04 Unrealized
COHEN & STEERS QUALITY INCOM 0.9%
Value ($000) $2,910 Shares 214,105 Est. Cost $11.05 Unrealized
STWD STARWOOD PPTY TR INC 0.9%
Value ($000) $2,789 Shares 133,493 Est. Cost $21.63 Unrealized
XYZ BLOCK INC 0.8%
Value ($000) $2,740 Shares 44,582 Est. Cost $69.45 Unrealized +31.6%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $2,534 Shares 22,500 Est. Cost $100.39 Unrealized +12.6%
EASTERLY GOVT PPTYS INC 0.8%
Value ($000) $2,429 Shares 127,570 Est. Cost $19.85 Unrealized
CTSO CYTOSORBENTS CORP 0.7%
Value ($000) $2,141 Shares 977,496 Est. Cost $6.99 Unrealized -67.2%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $2,129 Shares 4,442 Est. Cost $258.83 Unrealized +87.3%
HD HOME DEPOT INC 0.6%
Value ($000) $2,080 Shares 7,585 Est. Cost $189.01 Unrealized +42.3%
CARR CARRIER GLOBAL CORPORATION 0.6%
Value ($000) $2,052 Shares 57,530 Est. Cost $38.01 Unrealized -1.9%
GOOGL ALPHABET INC 0.6%
Value ($000) $1,922 Shares 882 Est. Cost $81.82 Unrealized +42.8%
PULS PGIM ETF TR 0.6%
Value ($000) $1,919 Shares 39,115 Est. Cost $50.13 Unrealized
AKTSQ AKOUSTIS TECHNOLOGIES INC 0.6%
Value ($000) $1,854 Shares 500,950 Est. Cost $7.12 Unrealized -37.8%
ERII ENERGY RECOVERY INC 0.6%
Value ($000) $1,851 Shares 95,330 Est. Cost $20.25 Unrealized -4.2%
NOC NORTHROP GRUMMAN CORP 0.6%
Value ($000) $1,819 Shares 3,800 Est. Cost $267.26 Unrealized +61.9%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,778 Shares 13,920 Est. Cost $97.12 Unrealized +28.6%
COHEN & STEERS INFRASTRUCTUR 0.5%
Value ($000) $1,760 Shares 69,536 Est. Cost $20.22 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.5%
Value ($000) $1,725 Shares 48,990 Est. Cost $31.26 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,712 Shares 11,909 Est. Cost $85.11 Unrealized +61.3%
ATOM ATOMERA INC 0.5%
Value ($000) $1,695 Shares 180,654 Est. Cost $7.93 Unrealized +38.9%
BNL BROADSTONE NET LEASE INC 0.5%
Value ($000) $1,643 Shares 80,090 Est. Cost $32.46 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.5%
Value ($000) $1,618 Shares 215,095 Est. Cost $7.52 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 0.5%
Value ($000) $1,580 Shares 85,400 Est. Cost $17.15 Unrealized +23.4%
FSV FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,400 Shares 11,020 Est. Cost $155.01 Unrealized -20.6%
WMT WALMART INC 0.4%
Value ($000) $1,351 Shares 11,110 Est. Cost $30.17 Unrealized +46.0%
GE GENERAL ELECTRIC CO 0.4%
Value ($000) $1,342 Shares 21,084 Est. Cost $61.56 Unrealized -22.7%
PEP PEPSICO INC 0.4%
Value ($000) $1,310 Shares 7,859 Est. Cost $105.44 Unrealized +42.1%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,255 Shares 14,658 Est. Cost $54.85 Unrealized +45.1%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,212 Shares 8,373 Est. Cost $77.24 Unrealized +84.8%
ABBV ABBVIE INC 0.4%
Value ($000) $1,193 Shares 7,788 Est. Cost $85.26 Unrealized +57.3%
GABELLI DIVID & INCOME TR 0.4%
Value ($000) $1,161 Shares 56,750 Est. Cost $19.22 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,125 Shares 2,190 Est. Cost $231.95 Unrealized +103.1%
NVAX NOVAVAX INC 0.3%
Value ($000) $1,112 Shares 21,626 Est. Cost $14.25 Unrealized +263.1%
LMBS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,091 Shares 22,580 Est. Cost $51.60 Unrealized
FDX FEDEX CORP 0.3%
Value ($000) $1,073 Shares 4,732 Est. Cost $216.80 Unrealized -9.3%
ABT ABBOTT LABS 0.3%
Value ($000) $1,026 Shares 9,447 Est. Cost $90.09 Unrealized +17.8%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,000 Shares 5,593 Est. Cost $168.14 Unrealized +17.3%
ORCL ORACLE CORP 0.3%
Value ($000) $998 Shares 14,280 Est. Cost $48.55 Unrealized +43.9%
APA APA CORPORATION 0.3%
Value ($000) $977 Shares 28,000 Est. Cost $18.04 Unrealized +109.1%
MEDIWOUND LTD 0.3%
Value ($000) $966 Shares 524,750 Est. Cost $2.87 Unrealized
WASH WASHINGTON TR BANCORP INC 0.3%
Value ($000) $941 Shares 19,450 Est. Cost $33.84 Unrealized +11.0%
CVS CVS HEALTH CORP 0.3%
Value ($000) $911 Shares 9,837 Est. Cost $58.99 Unrealized +45.6%
MRK MERCK & CO INC 0.3%
Value ($000) $866 Shares 9,498 Est. Cost $59.31 Unrealized +33.5%
EMR EMERSON ELEC CO 0.3%
Value ($000) $861 Shares 10,824 Est. Cost $66.37 Unrealized +23.4%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $840 Shares 50,096 Est. Cost $11.78 Unrealized +30.0%
DHR DANAHER CORPORATION 0.3%
Value ($000) $821 Shares 3,240 Est. Cost $175.84 Unrealized +28.7%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $787 Shares 5,783 Est. Cost $123.93 Unrealized +28.7%
ZTS ZOETIS INC 0.2%
Value ($000) $777 Shares 4,523 Est. Cost $85.00 Unrealized +96.2%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $763 Shares 24,505 Est. Cost $25.77 Unrealized +27.0%
PFE PFIZER INC 0.2%
Value ($000) $758 Shares 14,456 Est. Cost $29.16 Unrealized +44.0%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $753 Shares 9,773 Est. Cost $49.89 Unrealized +30.2%
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $746 Shares 19,214 Est. Cost $33.33 Unrealized
ATLANTICA SUSTAINABLE INFR P 0.2%
Value ($000) $746 Shares 23,110 Est. Cost $35.83 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $745 Shares 4,515 Est. Cost $142.65 Unrealized +22.4%
UNP UNION PAC CORP 0.2%
Value ($000) $732 Shares 3,432 Est. Cost $132.58 Unrealized +57.5%
BA BOEING CO 0.2%
Value ($000) $727 Shares 5,319 Est. Cost $301.48 Unrealized -51.1%
ASPN ASPEN AEROGELS INC 0.2%
Value ($000) $726 Shares 73,458 Est. Cost $35.16 Unrealized -42.6%
INTU INTUIT 0.2%
Value ($000) $725 Shares 1,880 Est. Cost $251.45 Unrealized +60.9%
LLY LILLY ELI & CO 0.2%
Value ($000) $719 Shares 2,219 Est. Cost $136.27 Unrealized +113.5%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $712 Shares 14,030 Est. Cost $40.93 Unrealized -2.0%
V VISA INC 0.2%
Value ($000) $702 Shares 3,566 Est. Cost $195.30 Unrealized +2.9%
TSLA TESLA INC 0.2%
Value ($000) $666 Shares 989 Est. Cost $104.46 Unrealized +161.3%
SOXX ISHARES TR 0.2%
Value ($000) $647 Shares 1,850 Est. Cost $156.76 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $641 Shares 1,750 Est. Cost $241.40 Unrealized +68.6%
CSCO CISCO SYS INC 0.2%
Value ($000) $639 Shares 14,989 Est. Cost $44.36 Unrealized -3.5%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $638 Shares 4,602 Est. Cost $107.98 Unrealized +45.9%
SBUX STARBUCKS CORP 0.2%
Value ($000) $617 Shares 8,075 Est. Cost $63.39 Unrealized +11.0%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $603 Shares 24,726 Est. Cost $22.89 Unrealized
NKE NIKE INC 0.2%
Value ($000) $595 Shares 5,822 Est. Cost $83.66 Unrealized +33.0%
GLDM WORLD GOLD TR 0.2%
Value ($000) $579 Shares 16,135 Est. Cost $38.46 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $563 Shares 5,980 Est. Cost $57.83 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $558 Shares 3,055 Est. Cost $127.25 Unrealized +20.5%
IYW ISHARES TR 0.2%
Value ($000) $555 Shares 6,940 Est. Cost $86.12 Unrealized
CAPSTONE GREEN ENERGY CORP 0.2%
Value ($000) $543 Shares 219,950 Est. Cost $4.35 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $537 Shares 8,537 Est. Cost $44.68 Unrealized +27.0%
BAX BAXTER INTL INC 0.2%
Value ($000) $522 Shares 8,129 Est. Cost $59.06 Unrealized +12.5%
ACHR ARCHER AVIATION INC 0.2%
Value ($000) $521 Shares 169,000 Est. Cost $3.80 Unrealized +5.9%
CEDAR FAIR L P 0.2%
Value ($000) $499 Shares 11,370 Est. Cost $46.24 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $494 Shares 11,938 Est. Cost $25.27 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $487 Shares 4,936 Est. Cost $64.53 Unrealized +32.4%
TJX TJX COS INC NEW 0.1%
Value ($000) $479 Shares 8,575 Est. Cost $60.97 Unrealized -5.8%
SPECTRUM PHARMACEUTICALS INC 0.1%
Value ($000) $479 Shares 614,600 Est. Cost $1.26 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $476 Shares 10,344 Est. Cost $52.43 Unrealized -16.5%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $471 Shares 16,098 Est. Cost $8.77 Unrealized +332.5%
DOW DOW INC 0.1%
Value ($000) $467 Shares 9,058 Est. Cost $46.35 Unrealized +11.7%
PBW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $464 Shares 10,150 Est. Cost $96.29 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $431 Shares 4,561 Est. Cost $123.20 Unrealized -12.0%
MMM 3M CO 0.1%
Value ($000) $429 Shares 3,315 Est. Cost $127.27 Unrealized -17.3%
UBSI UNITED BANKSHARES INC WEST V 0.1%
Value ($000) $412 Shares 11,745 Est. Cost $33.44 Unrealized +4.9%
JSCP J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $410 Shares 8,825 Est. Cost $47.40 Unrealized
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $398 Shares 5,185 Est. Cost $65.85 Unrealized +27.3%
FEX FIRST TR LRGE CP CORE ALPHA 0.1%
Value ($000) $393 Shares 5,165 Est. Cost $54.41 Unrealized
EZM WISDOMTREE TR 0.1%
Value ($000) $391 Shares 8,500 Est. Cost $35.99 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $383 Shares 10,225 Est. Cost $42.96 Unrealized -5.4%
GLW CORNING INC 0.1%
Value ($000) $376 Shares 11,925 Est. Cost $28.18 Unrealized +10.2%
FINX GLOBAL X FDS 0.1%
Value ($000) $373 Shares 17,500 Est. Cost $40.54 Unrealized
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $370 Shares 5,425 Est. Cost $57.82 Unrealized +4.8%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $366 Shares 950 Est. Cost $215.03 Unrealized +84.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $365 Shares 1,229 Est. Cost $210.87 Unrealized +34.5%
JMBS JANUS DETROIT STR TR 0.1%
Value ($000) $365 Shares 7,605 Est. Cost $52.18 Unrealized
IYF ISHARES TR 0.1%
Value ($000) $359 Shares 5,130 Est. Cost $97.83 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $351 Shares 722 Est. Cost $29.64 Unrealized +76.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $342 Shares 3,805 Est. Cost $54.40 Unrealized +65.3%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $330 Shares 3,166 Est. Cost $113.61 Unrealized +0.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $327 Shares 4,000 Est. Cost $56.89 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $322 Shares 4,340 Est. Cost $76.52 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $321 Shares 7,660 Est. Cost $66.26 Unrealized -17.3%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $298 Shares 1,635 Est. Cost $116.36 Unrealized +57.3%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $298 Shares 946 Est. Cost $296.33 Unrealized +13.8%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $290 Shares 5,800 Est. Cost $50.00 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $289 Shares 1,665 Est. Cost $120.96 Unrealized +37.5%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $289 Shares 5,769 Est. Cost $50.10 Unrealized
TEKLA WORLD HEALTHCARE FD 0.1%
Value ($000) $288 Shares 20,000 Est. Cost $12.07 Unrealized
BFS SAUL CTRS INC 0.1%
Value ($000) $286 Shares 6,075 Est. Cost $41.29 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $282 Shares 2,475 Est. Cost $61.15 Unrealized +84.6%
ENVIVA INC 0.1%
Value ($000) $278 Shares 4,867 Est. Cost $79.10 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $276 Shares 1,080 Est. Cost $229.88 Unrealized -3.3%
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $268 Shares 6,890 Est. Cost $35.16 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $265 Shares 2,257 Est. Cost $140.70 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $257 Shares 1,039 Est. Cost $212.70 Unrealized +6.4%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $252 Shares 1,200 Est. Cost $147.45 Unrealized +37.3%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $251 Shares 1,065 Est. Cost $235.68 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $248 Shares 4,002 Est. Cost $48.35 Unrealized +18.4%
AMGN AMGEN INC 0.1%
Value ($000) $235 Shares 965 Est. Cost $205.36 Unrealized +6.4%
BLACKROCK INC 0.1%
Value ($000) $233 Shares 382 Est. Cost $757.31 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $230 Shares 2,525 Est. Cost $86.07 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $229 Shares 4,128 Est. Cost $26.30 Unrealized -3.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $225 Shares 2,392 Est. Cost $101.25 Unrealized +0.5%
WMB WILLIAMS COS INC 0.1%
Value ($000) $220 Shares 7,065 Est. Cost $29.20 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.1%
Value ($000) $215 Shares 64,600 Est. Cost $4.05 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $213 Shares 5,947 Est. Cost $35.90 Unrealized +6.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $209 Shares 5,317 Est. Cost $50.68 Unrealized -24.3%
TGT TARGET CORP 0.1%
Value ($000) $207 Shares 1,465 Est. Cost $210.02 Unrealized -19.0%
COHEN & STEERS CLOSED-END OP 0.1%
Value ($000) $204 Shares 19,085 Est. Cost $11.50 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $203 Shares 990 Est. Cost $184.82 Unrealized -1.6%
SHOP SHOPIFY INC 0.1%
Value ($000) $201 Shares 6,433 Est. Cost $50.01 Unrealized -14.6%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $201 Shares 6,083 Est. Cost $25.65 Unrealized +30.8%
SLRC SLR INVESTMENT CORP 0.1%
Value ($000) $173 Shares 11,800 Est. Cost $10.27 Unrealized +6.6%
TPVG TRIPLEPOINT VENTURE GROWTH B 0.1%
Value ($000) $172 Shares 13,500 Est. Cost $12.78 Unrealized +18.1%
LIVEPERSON INC 0.0%
Value ($000) $159 Shares 11,237 Est. Cost $34.38 Unrealized
CHRS COHERUS BIOSCIENCES INC 0.0%
Value ($000) $156 Shares 21,525 Est. Cost $18.43 Unrealized -52.8%
TELLURIAN INC NEW 0.0%
Value ($000) $149 Shares 50,000 Est. Cost $2.98 Unrealized
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $146 Shares 11,250 Est. Cost $8.98 Unrealized +7.1%
EXEL EXELIXIS INC 0.0%
Value ($000) $134 Shares 87,500 Est. Cost $18.91 Unrealized +9.0%
AMPLIFY ETF TR 0.0%
Value ($000) $130 Shares 19,715 Est. Cost $29.05 Unrealized
CREATIVE REALITIES INC 0.0%
Value ($000) $122 Shares 200,000 Est. Cost $0.61 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $99 Shares 16,073 Est. Cost $6.57 Unrealized
PALISADE BIO INC 0.0%
Value ($000) $98 Shares 240,000 Est. Cost $1.48 Unrealized
INTRUSION INC 0.0%
Value ($000) $96 Shares 24,455 Est. Cost $2.49 Unrealized
DB DEUTSCHE BANK A G 0.0%
Value ($000) $87 Shares 10,000 Est. Cost $6.81 Unrealized +41.9%
TSHA TAYSHA GENE THERAPIES INC 0.0%
Value ($000) $66 Shares 17,788 Est. Cost $6.07 Unrealized -34.6%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $42 Shares 100,000 Est. Cost $7.52 Unrealized
ATHIRA PHARMA INC 0.0%
Value ($000) $31 Shares 10,280 Est. Cost $3.02 Unrealized
NAGE CHROMADEX CORP 0.0%
Value ($000) $27 Shares 16,000 Est. Cost $4.52 Unrealized -56.7%
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $15 Shares 100,000 Est. Cost $3.80 Unrealized +5.9%
GENIUS BRANDS INTL INC 0.0%
Value ($000) $11 Shares 15,000 Est. Cost $1.00 Unrealized
NEXTPLAY TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 30,000 Est. Cost $0.57 Unrealized
WAITR HLDGS INC 0.0%
Value ($000) $8 Shares 50,000 Est. Cost $0.38 Unrealized
BITNILE HOLDINGS INC 0.0%
Value ($000) $8 Shares 30,000 Est. Cost $0.83 Unrealized
SUNDIAL GROWERS INC 0.0%
Value ($000) $5 Shares 15,000 Est. Cost $0.73 Unrealized