PATRON PARTNERS, LLC Diversified Active

CIK: 0001841768 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 27, 2023

Total Value ($000): $133,269 (100.0% shares, 0.0% debt)

Holdings (168)

PB PROSPERITY BANCSHARES INC COM 13.0%
Value ($000) $17,344 Shares 238,634 Est. Cost $51.88 Unrealized +24.6%
AAPL APPLE INC COM 4.8%
Value ($000) $6,370 Shares 49,025 Est. Cost $119.71 Unrealized +17.5%
PG PROCTER AND GAMBLE CO COM 2.9%
Value ($000) $3,923 Shares 25,882 Est. Cost $123.16 Unrealized +5.4%
XOM EXXON MOBIL CORP COM 2.9%
Value ($000) $3,858 Shares 34,976 Est. Cost $49.62 Unrealized +94.0%
MSFT MICROSOFT CORP COM 2.8%
Value ($000) $3,774 Shares 15,737 Est. Cost $207.14 Unrealized +13.0%
CVX CHEVRON CORP NEW COM 2.5%
Value ($000) $3,348 Shares 18,652 Est. Cost $93.11 Unrealized +64.6%
AMZN AMAZON COM INC COM 2.5%
Value ($000) $3,345 Shares 39,823 Est. Cost $126.83 Unrealized -22.1%
COST COSTCO WHSL CORP NEW COM 1.8%
Value ($000) $2,428 Shares 5,319 Est. Cost $350.26 Unrealized +33.8%
ABBV ABBVIE INC COM 1.6%
Value ($000) $2,157 Shares 13,347 Est. Cost $85.74 Unrealized +60.0%
NKE NIKE INC CL B 1.6%
Value ($000) $2,148 Shares 18,358 Est. Cost $122.51 Unrealized -22.2%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 1.6%
Value ($000) $2,103 Shares 19,443 Est. Cost $115.65 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 1.5%
Value ($000) $2,002 Shares 1,385 Est. Cost $1103.96 Unrealized +21.2%
LNG CHENIERE ENERGY INC COM NEW 1.2%
Value ($000) $1,612 Shares 10,750 Est. Cost $93.11 Unrealized +79.7%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 1.2%
Value ($000) $1,580 Shares 31,429 Est. Cost $50.27 Unrealized
MA MASTERCARD INCORPORATED CL A 1.1%
Value ($000) $1,527 Shares 4,391 Est. Cost $326.82 Unrealized -1.0%
VTEB VANGUARD TAX-EXEMPT BOND ETF 1.1%
Value ($000) $1,429 Shares 28,878 Est. Cost $52.07 Unrealized
JNJ JOHNSON & JOHNSON COM 1.0%
Value ($000) $1,347 Shares 7,626 Est. Cost $135.70 Unrealized +15.7%
MCD MCDONALDS CORP COM 1.0%
Value ($000) $1,325 Shares 5,029 Est. Cost $199.43 Unrealized +23.0%
PEP PEPSICO INC COM 1.0%
Value ($000) $1,322 Shares 7,318 Est. Cost $125.27 Unrealized +28.4%
IEFA ISHARES CORE MSCI EAFE ETF 1.0%
Value ($000) $1,314 Shares 21,314 Est. Cost $71.57 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.9%
Value ($000) $1,264 Shares 18,968 Est. Cost $50.56 Unrealized +14.7%
HD HOME DEPOT INC COM 0.9%
Value ($000) $1,264 Shares 4,002 Est. Cost $244.60 Unrealized +15.0%
VV VANGUARD LARGE-CAP ETF 0.9%
Value ($000) $1,191 Shares 6,835 Est. Cost $201.63 Unrealized
LLY LILLY ELI & CO COM 0.9%
Value ($000) $1,188 Shares 3,248 Est. Cost $160.71 Unrealized +115.2%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.9%
Value ($000) $1,159 Shares 35,798 Est. Cost $36.61 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $1,146 Shares 2,982 Est. Cost $421.59 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.8%
Value ($000) $1,114 Shares 23,864 Est. Cost $61.45 Unrealized
MRK MERCK & CO INC COM 0.8%
Value ($000) $1,100 Shares 9,911 Est. Cost $67.16 Unrealized +38.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.8%
Value ($000) $1,025 Shares 9,711 Est. Cost $111.39 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.7%
Value ($000) $990 Shares 1,867 Est. Cost $333.94 Unrealized +49.9%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $976 Shares 11,060 Est. Cost $109.04 Unrealized -13.5%
DHR DANAHER CORPORATION COM 0.7%
Value ($000) $962 Shares 3,625 Est. Cost $198.31 Unrealized +15.0%
SBUX STARBUCKS CORP COM 0.7%
Value ($000) $960 Shares 9,682 Est. Cost $88.72 Unrealized -1.3%
NEE NEXTERA ENERGY INC COM 0.7%
Value ($000) $953 Shares 11,404 Est. Cost $67.42 Unrealized +9.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $948 Shares 3,070 Est. Cost $228.48 Unrealized +30.0%
GWW GRAINGER W W INC COM 0.7%
Value ($000) $946 Shares 1,700 Est. Cost $371.45 Unrealized +47.7%
AMGN AMGEN INC COM 0.7%
Value ($000) $933 Shares 3,551 Est. Cost $199.51 Unrealized +21.7%
UNP UNION PAC CORP COM 0.7%
Value ($000) $870 Shares 4,200 Est. Cost $183.65 Unrealized +3.6%
HON HONEYWELL INTL INC COM 0.7%
Value ($000) $867 Shares 4,044 Est. Cost $164.78 Unrealized +8.5%
LMT LOCKHEED MARTIN CORP COM 0.6%
Value ($000) $864 Shares 1,777 Est. Cost $330.61 Unrealized +29.0%
CCI CROWN CASTLE INC COM 0.6%
Value ($000) $861 Shares 6,344 Est. Cost $128.94 Unrealized -11.8%
BND VANGUARD TOTAL BOND MARKET ETF 0.6%
Value ($000) $830 Shares 11,547 Est. Cost $84.40 Unrealized
O REALTY INCOME CORP COM 0.6%
Value ($000) $796 Shares 12,546 Est. Cost $51.48 Unrealized +1.5%
SYY SYSCO CORP COM 0.6%
Value ($000) $793 Shares 10,369 Est. Cost $65.99 Unrealized +12.0%
NVDA NVIDIA CORPORATION COM 0.6%
Value ($000) $792 Shares 5,422 Est. Cost $19.32 Unrealized -24.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.6%
Value ($000) $786 Shares 8,108 Est. Cost $112.13 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.6%
Value ($000) $783 Shares 7,422 Est. Cost $116.43 Unrealized
MBB ISHARES MBS ETF 0.6%
Value ($000) $779 Shares 8,397 Est. Cost $97.36 Unrealized
MO ALTRIA GROUP INC COM 0.6%
Value ($000) $763 Shares 16,689 Est. Cost $27.00 Unrealized +29.8%
V VISA INC COM CL A 0.6%
Value ($000) $756 Shares 3,640 Est. Cost $197.45 Unrealized -0.2%
BLACKROCK INC COM 0.6%
Value ($000) $736 Shares 1,039 Est. Cost $727.70 Unrealized
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $723 Shares 4,374 Est. Cost $142.61 Unrealized +6.5%
SDY SPDR S&P DIVIDEND ETF 0.5%
Value ($000) $720 Shares 5,751 Est. Cost $122.72 Unrealized
AVGO BROADCOM INC COM 0.5%
Value ($000) $705 Shares 1,261 Est. Cost $36.39 Unrealized +30.8%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.5%
Value ($000) $701 Shares 11,746 Est. Cost $62.34 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $691 Shares 2,893 Est. Cost $173.91 Unrealized +31.7%
ADSK AUTODESK INC COM 0.5%
Value ($000) $648 Shares 3,466 Est. Cost $257.70 Unrealized -22.1%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $641 Shares 13,465 Est. Cost $39.30 Unrealized +5.5%
AMT AMERICAN TOWER CORP NEW COM 0.5%
Value ($000) $635 Shares 2,995 Est. Cost $200.91 Unrealized -7.1%
MCHI ISHARES MSCI CHINA ETF 0.5%
Value ($000) $625 Shares 13,153 Est. Cost $55.58 Unrealized
FITB FIFTH THIRD BANCORP COM 0.5%
Value ($000) $625 Shares 19,041 Est. Cost $20.77 Unrealized +44.1%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $619 Shares 6,975 Est. Cost $109.83 Unrealized -13.8%
TIP ISHARES TIPS BOND ETF 0.5%
Value ($000) $618 Shares 5,809 Est. Cost $127.69 Unrealized
PSX PHILLIPS 66 COM 0.5%
Value ($000) $609 Shares 5,851 Est. Cost $52.48 Unrealized +74.1%
BAC BANK AMERICA CORP COM 0.5%
Value ($000) $600 Shares 18,127 Est. Cost $24.23 Unrealized +30.9%
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 0.4%
Value ($000) $598 Shares 12,142 Est. Cost $50.13 Unrealized
GPC GENUINE PARTS CO COM 0.4%
Value ($000) $562 Shares 3,240 Est. Cost $114.09 Unrealized +39.5%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.4%
Value ($000) $556 Shares 5,802 Est. Cost $119.29 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $545 Shares 2,473 Est. Cost $181.44 Unrealized +8.9%
ABT ABBOTT LABS COM 0.4%
Value ($000) $527 Shares 4,796 Est. Cost $99.51 Unrealized -1.9%
GLD SPDR GOLD SHARES 0.4%
Value ($000) $526 Shares 3,099 Est. Cost $178.34 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.4%
Value ($000) $519 Shares 6,110 Est. Cost $84.88 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.4%
Value ($000) $501 Shares 9,035 Est. Cost $61.10 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $499 Shares 12,673 Est. Cost $42.01 Unrealized -26.8%
FTNT FORTINET INC COM 0.4%
Value ($000) $495 Shares 10,130 Est. Cost $53.10 Unrealized -1.9%
DG DOLLAR GEN CORP NEW COM 0.4%
Value ($000) $487 Shares 1,979 Est. Cost $198.49 Unrealized +17.4%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $483 Shares 5,188 Est. Cost $64.37 Unrealized +33.5%
CMI CUMMINS INC COM 0.4%
Value ($000) $470 Shares 1,940 Est. Cost $196.89 Unrealized +12.1%
LINDE PLC SHS 0.4%
Value ($000) $470 Shares 1,440 Est. Cost $271.81 Unrealized
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $451 Shares 3,211 Est. Cost $146.78 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $443 Shares 4,030 Est. Cost $130.04 Unrealized -16.3%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $434 Shares 1,408 Est. Cost $246.12 Unrealized +5.4%
PRU PRUDENTIAL FINL INC COM 0.3%
Value ($000) $428 Shares 4,300 Est. Cost $84.56 Unrealized +2.5%
INTERPUBLIC GROUP COS INC COM 0.3%
Value ($000) $426 Shares 12,793 Est. Cost $28.14 Unrealized -2.5%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $425 Shares 3,128 Est. Cost $119.02 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.3%
Value ($000) $423 Shares 9,410 Est. Cost $54.88 Unrealized
CSL CARLISLE COS INC COM 0.3%
Value ($000) $417 Shares 1,768 Est. Cost $142.65 Unrealized +73.7%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $395 Shares 3,177 Est. Cost $156.15 Unrealized
KR KROGER CO COM 0.3%
Value ($000) $395 Shares 8,866 Est. Cost $34.62 Unrealized +23.8%
WMT WALMART INC COM 0.3%
Value ($000) $390 Shares 2,753 Est. Cost $44.74 Unrealized +2.0%
LOW LOWES COS INC COM 0.3%
Value ($000) $387 Shares 1,941 Est. Cost $149.11 Unrealized +26.2%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.3%
Value ($000) $387 Shares 3,456 Est. Cost $99.15 Unrealized
GLW CORNING INC COM 0.3%
Value ($000) $386 Shares 12,084 Est. Cost $35.88 Unrealized -17.1%
ISRG INTUITIVE SURGICAL INC COM NEW 0.3%
Value ($000) $384 Shares 1,447 Est. Cost $292.56 Unrealized -16.7%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $383 Shares 2,855 Est. Cost $100.50 Unrealized +17.1%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $381 Shares 3,228 Est. Cost $82.70 Unrealized +32.3%
ROK ROCKWELL AUTOMATION INC COM 0.3%
Value ($000) $380 Shares 1,476 Est. Cost $224.01 Unrealized +6.2%
DISCOVER FINL SVCS COM 0.3%
Value ($000) $379 Shares 3,879 Est. Cost $114.21 Unrealized
STEL STELLAR BANCORP INC COM 0.3%
Value ($000) $377 Shares 12,798 Est. Cost $30.96 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $376 Shares 8,627 Est. Cost $46.98 Unrealized -21.9%
MAR MARRIOTT INTL INC NEW CL A 0.3%
Value ($000) $375 Shares 2,516 Est. Cost $110.17 Unrealized +35.4%
CANADIAN PAC RY LTD COM 0.3%
Value ($000) $366 Shares 4,905 Est. Cost $75.33 Unrealized
CTAS CINTAS CORP COM 0.3%
Value ($000) $350 Shares 775 Est. Cost $82.87 Unrealized +27.0%
EXR EXTRA SPACE STORAGE INC COM 0.3%
Value ($000) $347 Shares 2,361 Est. Cost $139.89 Unrealized -0.5%
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.3%
Value ($000) $343 Shares 6,021 Est. Cost $52.05 Unrealized
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $343 Shares 1,287 Est. Cost $356.54 Unrealized
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $339 Shares 1,846 Est. Cost $224.04 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $338 Shares 3,866 Est. Cost $48.48 Unrealized
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $332 Shares 4,218 Est. Cost $73.36 Unrealized -5.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $332 Shares 602 Est. Cost $471.62 Unrealized +11.3%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $331 Shares 2,111 Est. Cost $146.94 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $330 Shares 1,238 Est. Cost $253.57 Unrealized +4.1%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $326 Shares 9,318 Est. Cost $42.72 Unrealized -29.6%
EMN EASTMAN CHEM CO COM 0.2%
Value ($000) $324 Shares 3,979 Est. Cost $96.35 Unrealized -26.2%
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $322 Shares 789 Est. Cost $454.83 Unrealized -14.7%
BA BOEING CO COM 0.2%
Value ($000) $321 Shares 1,687 Est. Cost $163.57 Unrealized 0.0%
ORCL ORACLE CORP COM 0.2%
Value ($000) $313 Shares 3,833 Est. Cost $56.21 Unrealized +30.2%
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $302 Shares 1,922 Est. Cost $109.91 Unrealized +39.4%
BAR GRANITESHARES GOLD SHARES 0.2%
Value ($000) $298 Shares 16,521 Est. Cost $18.60 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $298 Shares 1,011 Est. Cost $22.21 Unrealized +26.3%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $290 Shares 4,119 Est. Cost $69.89 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $281 Shares 2,283 Est. Cost $255.22 Unrealized -25.8%
HBAN HUNTINGTON BANCSHARES INC COM 0.2%
Value ($000) $270 Shares 19,154 Est. Cost $9.01 Unrealized +38.7%
PFE PFIZER INC COM 0.2%
Value ($000) $270 Shares 5,267 Est. Cost $31.64 Unrealized +27.0%
BIO BIO RAD LABS INC CL A 0.2%
Value ($000) $264 Shares 629 Est. Cost $559.32 Unrealized -27.8%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.2%
Value ($000) $264 Shares 5,655 Est. Cost $50.71 Unrealized
META META PLATFORMS INC CL A 0.2%
Value ($000) $260 Shares 2,157 Est. Cost $270.07 Unrealized -56.8%
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $255 Shares 498 Est. Cost $400.42 Unrealized +21.0%
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $255 Shares 1,041 Est. Cost $215.35 Unrealized +2.0%
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $251 Shares 1,519 Est. Cost $108.55 Unrealized +43.7%
CRM SALESFORCE INC COM 0.2%
Value ($000) $250 Shares 1,883 Est. Cost $232.93 Unrealized -38.1%
PHM PULTE GROUP INC COM 0.2%
Value ($000) $246 Shares 5,400 Est. Cost $42.08 Unrealized -2.5%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $239 Shares 964 Est. Cost $298.95 Unrealized -29.4%
CACI CACI INTL INC CL A 0.2%
Value ($000) $236 Shares 785 Est. Cost $230.36 Unrealized +26.6%
SCI SERVICE CORP INTL COM 0.2%
Value ($000) $235 Shares 3,400 Est. Cost $66.61 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.2%
Value ($000) $233 Shares 3,700 Est. Cost $41.76 Unrealized +54.9%
CI CIGNA CORP NEW COM 0.2%
Value ($000) $232 Shares 701 Est. Cost $298.87 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $230 Shares 1,218 Est. Cost $156.33 Unrealized +16.2%
GIS GENERAL MLS INC COM 0.2%
Value ($000) $223 Shares 2,665 Est. Cost $67.78 Unrealized +7.6%
DRI DARDEN RESTAURANTS INC COM 0.2%
Value ($000) $217 Shares 1,570 Est. Cost $126.33 Unrealized 0.0%
DE DEERE & CO COM 0.2%
Value ($000) $216 Shares 503 Est. Cost $388.70 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $216 Shares 395 Est. Cost $495.16 Unrealized 0.0%
EOG EOG RES INC COM 0.2%
Value ($000) $215 Shares 1,661 Est. Cost $117.82 Unrealized 0.0%
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $215 Shares 6,214 Est. Cost $34.59 Unrealized
ALB ALBEMARLE CORP COM 0.2%
Value ($000) $214 Shares 986 Est. Cost $200.76 Unrealized +26.8%
SLB SCHLUMBERGER LTD COM STK 0.2%
Value ($000) $214 Shares 3,994 Est. Cost $46.08 Unrealized 0.0%
NUE NUCOR CORP COM 0.2%
Value ($000) $213 Shares 1,615 Est. Cost $129.61 Unrealized 0.0%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $210 Shares 2,855 Est. Cost $73.58 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $207 Shares 8,578 Est. Cost $23.78 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.2%
Value ($000) $205 Shares 1,918 Est. Cost $106.98 Unrealized 0.0%
CB CHUBB LIMITED COM 0.2%
Value ($000) $204 Shares 924 Est. Cost $199.93 Unrealized 0.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $202 Shares 2,800 Est. Cost $72.10 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $201 Shares 2,309 Est. Cost $154.45 Unrealized -39.5%
XMVFX BLACKROCK MUNIVEST FD INC COM 0.1%
Value ($000) $107 Shares 15,284 Est. Cost $9.20 Unrealized
SIRIUS XM HOLDINGS INC COM 0.1%
Value ($000) $88 Shares 15,000 Est. Cost $5.84 Unrealized
MICROCHIP TECHNOLOGY INC. 1.625 02/15/2025 0.0%
Value ($000) $31 Shares 10,000 Est. Cost $3.00 Unrealized
WESTERN DIGITAL CORP. 1.5 02/01/2024 0.0%
Value ($000) $30 Shares 32,000 Est. Cost $1.00 Unrealized
SUNPOWER CORP 4 01/15/2023 0.0%
Value ($000) $23 Shares 23,000 Est. Cost $1.30 Unrealized
SOUTHWEST AIRLS CO 1.25 05/01/2025 0.0%
Value ($000) $22 Shares 18,000 Est. Cost $1.17 Unrealized
INSULET CORP 0.375 09/01/2026 0.0%
Value ($000) $17 Shares 12,000 Est. Cost $1.33 Unrealized
LIBERTY MEDIA CORP DEL 1 01/30/2023 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $1.20 Unrealized
REPLIGEN CORP 0.375 07/15/2024 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $1.80 Unrealized
STARWOOD PPTY TR INC 4.375 04/01/2023 0.0%
Value ($000) $14 Shares 14,000 Est. Cost $1.00 Unrealized
BLOCK INC 0.5 05/15/2023 0.0%
Value ($000) $13 Shares 12,000 Est. Cost $2.83 Unrealized
ENGLOBAL CORP COM 0.0%
Value ($000) $10 Shares 13,500 Est. Cost $3.21 Unrealized
INSMED INC 1.75 01/15/2025 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $1.10 Unrealized
CHEGG INC 0.125 03/15/2025 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $1.80 Unrealized
SNAP INC 0.75 08/01/2026 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $1.00 Unrealized