PATRON PARTNERS, LLC Diversified Active

CIK: 0001841768 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 4, 2023

Total Value ($000): $135,392 (100.0% shares, 0.0% debt)

Holdings (167)

PB PROSPERITY BANCSHARES INC COM 10.8%
Value ($000) $14,681 Shares 238,634 Est. Cost $51.88 Unrealized +23.9%
AAPL APPLE INC COM 6.0%
Value ($000) $8,115 Shares 49,214 Est. Cost $119.71 Unrealized +21.5%
MSFT MICROSOFT CORP COM 3.0%
Value ($000) $4,112 Shares 14,263 Est. Cost $207.14 Unrealized +20.4%
XOM EXXON MOBIL CORP COM 2.9%
Value ($000) $3,954 Shares 36,054 Est. Cost $51.13 Unrealized +95.9%
PG PROCTER AND GAMBLE CO COM 2.7%
Value ($000) $3,696 Shares 24,858 Est. Cost $123.16 Unrealized +8.1%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 2.4%
Value ($000) $3,275 Shares 28,596 Est. Cost $115.30 Unrealized
CVX CHEVRON CORP NEW COM 2.2%
Value ($000) $3,010 Shares 18,447 Est. Cost $93.11 Unrealized +59.4%
AMZN AMAZON COM INC COM 2.2%
Value ($000) $2,930 Shares 28,366 Est. Cost $126.83 Unrealized -23.8%
COST COSTCO WHSL CORP NEW COM 1.9%
Value ($000) $2,632 Shares 5,298 Est. Cost $350.26 Unrealized +34.5%
NKE NIKE INC CL B 1.7%
Value ($000) $2,263 Shares 18,455 Est. Cost $122.51 Unrealized -4.8%
ABBV ABBVIE INC COM 1.6%
Value ($000) $2,099 Shares 13,170 Est. Cost $85.74 Unrealized +61.1%
MTD METTLER TOLEDO INTERNATIONAL COM 1.5%
Value ($000) $2,050 Shares 1,340 Est. Cost $1103.96 Unrealized +36.1%
LNG CHENIERE ENERGY INC COM NEW 1.5%
Value ($000) $2,009 Shares 12,747 Est. Cost $102.17 Unrealized +47.8%
MA MASTERCARD INCORPORATED CL A 1.2%
Value ($000) $1,562 Shares 4,297 Est. Cost $326.82 Unrealized +9.4%
IEFA ISHARES CORE MSCI EAFE ETF 1.1%
Value ($000) $1,557 Shares 23,288 Est. Cost $71.17 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 1.1%
Value ($000) $1,540 Shares 30,636 Est. Cost $50.27 Unrealized
NVDA NVIDIA CORPORATION COM 1.1%
Value ($000) $1,467 Shares 5,281 Est. Cost $19.32 Unrealized +11.9%
VTEB VANGUARD TAX-EXEMPT BOND ETF 1.0%
Value ($000) $1,413 Shares 27,899 Est. Cost $52.07 Unrealized
MCD MCDONALDS CORP COM 1.0%
Value ($000) $1,401 Shares 5,009 Est. Cost $199.43 Unrealized +25.6%
PEP PEPSICO INC COM 1.0%
Value ($000) $1,394 Shares 7,647 Est. Cost $126.71 Unrealized +25.2%
MDLZ MONDELEZ INTL INC CL A 1.0%
Value ($000) $1,322 Shares 18,968 Est. Cost $50.56 Unrealized +20.9%
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $1,279 Shares 8,253 Est. Cost $136.62 Unrealized +8.2%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.9%
Value ($000) $1,247 Shares 35,332 Est. Cost $36.61 Unrealized
VV VANGUARD LARGE-CAP ETF 0.9%
Value ($000) $1,228 Shares 6,575 Est. Cost $201.63 Unrealized
GWW GRAINGER W W INC COM 0.9%
Value ($000) $1,174 Shares 1,705 Est. Cost $371.45 Unrealized +67.3%
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $1,168 Shares 2,841 Est. Cost $421.59 Unrealized
HD HOME DEPOT INC COM 0.9%
Value ($000) $1,159 Shares 3,927 Est. Cost $244.60 Unrealized +16.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.8%
Value ($000) $1,150 Shares 23,561 Est. Cost $61.45 Unrealized
LLY LILLY ELI & CO COM 0.8%
Value ($000) $1,115 Shares 3,246 Est. Cost $160.71 Unrealized +105.3%
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $1,080 Shares 10,407 Est. Cost $109.04 Unrealized -12.7%
MRK MERCK & CO INC COM 0.8%
Value ($000) $1,063 Shares 9,991 Est. Cost $67.16 Unrealized +46.9%
SBUX STARBUCKS CORP COM 0.7%
Value ($000) $1,014 Shares 9,739 Est. Cost $88.72 Unrealized +9.4%
MUB ISHARES NATIONAL MUNI BOND ETF 0.7%
Value ($000) $1,006 Shares 9,340 Est. Cost $111.39 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.7%
Value ($000) $915 Shares 7,400 Est. Cost $122.94 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $905 Shares 2,930 Est. Cost $228.48 Unrealized +34.9%
UNH UNITEDHEALTH GROUP INC COM 0.7%
Value ($000) $895 Shares 1,893 Est. Cost $335.64 Unrealized +36.2%
NEE NEXTERA ENERGY INC COM 0.7%
Value ($000) $894 Shares 11,595 Est. Cost $67.48 Unrealized +4.7%
DHR DANAHER CORPORATION COM 0.7%
Value ($000) $893 Shares 3,545 Est. Cost $198.31 Unrealized +13.0%
LMT LOCKHEED MARTIN CORP COM 0.6%
Value ($000) $875 Shares 1,851 Est. Cost $334.71 Unrealized +29.4%
BND VANGUARD TOTAL BOND MARKET ETF 0.6%
Value ($000) $870 Shares 11,780 Est. Cost $84.20 Unrealized
AMGN AMGEN INC COM 0.6%
Value ($000) $865 Shares 3,577 Est. Cost $199.51 Unrealized +12.3%
UNP UNION PAC CORP COM 0.6%
Value ($000) $855 Shares 4,247 Est. Cost $183.72 Unrealized +3.1%
QQQ INVESCO QQQ TRUST 0.6%
Value ($000) $832 Shares 2,593 Est. Cost $338.60 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.6%
Value ($000) $831 Shares 8,342 Est. Cost $111.78 Unrealized
V VISA INC COM CL A 0.6%
Value ($000) $825 Shares 3,661 Est. Cost $197.45 Unrealized +10.3%
TXN TEXAS INSTRS INC COM 0.6%
Value ($000) $819 Shares 4,405 Est. Cost $142.61 Unrealized +13.1%
MBB ISHARES MBS ETF 0.6%
Value ($000) $813 Shares 8,582 Est. Cost $97.30 Unrealized
SYY SYSCO CORP COM 0.6%
Value ($000) $807 Shares 10,454 Est. Cost $65.99 Unrealized +7.1%
AVGO BROADCOM INC COM 0.6%
Value ($000) $799 Shares 1,245 Est. Cost $36.39 Unrealized +58.2%
O REALTY INCOME CORP COM 0.6%
Value ($000) $778 Shares 12,282 Est. Cost $51.48 Unrealized +7.1%
HON HONEYWELL INTL INC COM 0.6%
Value ($000) $773 Shares 4,043 Est. Cost $164.78 Unrealized +7.2%
MO ALTRIA GROUP INC COM 0.6%
Value ($000) $771 Shares 17,289 Est. Cost $27.32 Unrealized +32.8%
ADSK AUTODESK INC COM 0.5%
Value ($000) $730 Shares 3,507 Est. Cost $257.10 Unrealized -19.9%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.5%
Value ($000) $728 Shares 11,755 Est. Cost $62.34 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $722 Shares 6,945 Est. Cost $109.83 Unrealized -12.7%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $712 Shares 13,619 Est. Cost $39.36 Unrealized +13.9%
FTNT FORTINET INC COM 0.5%
Value ($000) $681 Shares 10,240 Est. Cost $53.14 Unrealized +7.0%
MCHI ISHARES MSCI CHINA ETF 0.5%
Value ($000) $663 Shares 13,283 Est. Cost $55.58 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $650 Shares 2,920 Est. Cost $173.91 Unrealized +21.6%
BLACKROCK INC COM 0.5%
Value ($000) $616 Shares 921 Est. Cost $727.70 Unrealized
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 0.5%
Value ($000) $615 Shares 12,423 Est. Cost $50.11 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $602 Shares 2,473 Est. Cost $181.44 Unrealized +20.0%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $579 Shares 14,884 Est. Cost $40.63 Unrealized -19.5%
VGK VANGUARD FTSE EUROPE ETF 0.4%
Value ($000) $552 Shares 9,064 Est. Cost $61.10 Unrealized
GPC GENUINE PARTS CO COM 0.4%
Value ($000) $552 Shares 3,297 Est. Cost $114.80 Unrealized +35.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $539 Shares 1,887 Est. Cost $256.25 Unrealized +2.0%
PSX PHILLIPS 66 COM 0.4%
Value ($000) $538 Shares 5,302 Est. Cost $52.48 Unrealized +74.6%
CCI CROWN CASTLE INC COM 0.4%
Value ($000) $519 Shares 3,880 Est. Cost $128.94 Unrealized -8.9%
BAC BANK AMERICA CORP COM 0.4%
Value ($000) $515 Shares 17,996 Est. Cost $24.23 Unrealized +26.2%
GLD SPDR GOLD SHARES 0.4%
Value ($000) $514 Shares 2,808 Est. Cost $178.34 Unrealized
FITB FIFTH THIRD BANCORP COM 0.4%
Value ($000) $510 Shares 19,141 Est. Cost $20.77 Unrealized +41.7%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.4%
Value ($000) $510 Shares 6,115 Est. Cost $84.88 Unrealized
QCOM QUALCOMM INC COM 0.4%
Value ($000) $506 Shares 3,965 Est. Cost $130.04 Unrealized -10.5%
LIN LINDE PLC SHS 0.4%
Value ($000) $501 Shares 1,409 Est. Cost $322.30 Unrealized 0.0%
INTERPUBLIC GROUP COS INC COM 0.4%
Value ($000) $486 Shares 13,053 Est. Cost $28.22 Unrealized +13.7%
ABT ABBOTT LABS COM 0.4%
Value ($000) $486 Shares 4,796 Est. Cost $99.51 Unrealized +0.5%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.4%
Value ($000) $482 Shares 16,483 Est. Cost $29.23 Unrealized
CMI CUMMINS INC COM 0.4%
Value ($000) $478 Shares 2,003 Est. Cost $197.87 Unrealized +15.2%
META META PLATFORMS INC CL A 0.3%
Value ($000) $470 Shares 2,219 Est. Cost $267.25 Unrealized -36.7%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.3%
Value ($000) $463 Shares 9,573 Est. Cost $54.77 Unrealized
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $444 Shares 3,212 Est. Cost $146.78 Unrealized
KR KROGER CO COM 0.3%
Value ($000) $438 Shares 8,869 Est. Cost $34.62 Unrealized +23.9%
TSLA TESLA INC COM 0.3%
Value ($000) $437 Shares 2,105 Est. Cost $255.22 Unrealized -31.6%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $429 Shares 5,778 Est. Cost $65.47 Unrealized +14.8%
GLW CORNING INC COM 0.3%
Value ($000) $428 Shares 12,139 Est. Cost $35.88 Unrealized -10.5%
BA BOEING CO COM 0.3%
Value ($000) $426 Shares 2,006 Est. Cost $170.60 Unrealized +21.8%
ROK ROCKWELL AUTOMATION INC COM 0.3%
Value ($000) $418 Shares 1,425 Est. Cost $224.01 Unrealized +20.8%
MAR MARRIOTT INTL INC NEW CL A 0.3%
Value ($000) $418 Shares 2,516 Est. Cost $110.17 Unrealized +46.9%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $414 Shares 1,441 Est. Cost $246.67 Unrealized +9.5%
CSL CARLISLE COS INC COM 0.3%
Value ($000) $407 Shares 1,799 Est. Cost $144.24 Unrealized +62.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $405 Shares 3,129 Est. Cost $119.02 Unrealized
DG DOLLAR GEN CORP NEW COM 0.3%
Value ($000) $405 Shares 1,922 Est. Cost $198.49 Unrealized +6.9%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $398 Shares 2,637 Est. Cost $156.15 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.3%
Value ($000) $398 Shares 2,442 Est. Cost $139.84 Unrealized -1.1%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.3%
Value ($000) $398 Shares 3,457 Est. Cost $99.15 Unrealized
IDXX IDEXX LABS INC COM 0.3%
Value ($000) $397 Shares 793 Est. Cost $454.83 Unrealized +5.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $390 Shares 4,713 Est. Cost $54.66 Unrealized
DISCOVER FINL SVCS COM 0.3%
Value ($000) $390 Shares 3,949 Est. Cost $113.94 Unrealized
LOW LOWES COS INC COM 0.3%
Value ($000) $390 Shares 1,950 Est. Cost $149.11 Unrealized +28.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.3%
Value ($000) $378 Shares 1,481 Est. Cost $291.50 Unrealized -15.5%
TMUS T-MOBILE US INC COM 0.3%
Value ($000) $378 Shares 2,608 Est. Cost $139.96 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY COM 0.3%
Value ($000) $377 Shares 4,905 Est. Cost $75.65 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.3%
Value ($000) $375 Shares 2,190 Est. Cost $147.42 Unrealized +8.6%
NFLX NETFLIX INC COM 0.3%
Value ($000) $367 Shares 1,062 Est. Cost $22.73 Unrealized +45.6%
PRU PRUDENTIAL FINL INC COM 0.3%
Value ($000) $360 Shares 4,356 Est. Cost $84.53 Unrealized -2.2%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $359 Shares 2,753 Est. Cost $100.50 Unrealized +27.5%
CTAS CINTAS CORP COM 0.3%
Value ($000) $359 Shares 775 Est. Cost $82.87 Unrealized +29.7%
ORCL ORACLE CORP COM 0.3%
Value ($000) $353 Shares 3,802 Est. Cost $56.21 Unrealized +50.9%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $351 Shares 9,264 Est. Cost $42.72 Unrealized -18.9%
CRM SALESFORCE INC COM 0.3%
Value ($000) $351 Shares 1,757 Est. Cost $232.93 Unrealized -28.4%
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.3%
Value ($000) $350 Shares 6,135 Est. Cost $52.14 Unrealized
WMT WALMART INC COM 0.3%
Value ($000) $347 Shares 2,353 Est. Cost $44.74 Unrealized +2.4%
EMN EASTMAN CHEM CO COM 0.3%
Value ($000) $344 Shares 4,083 Est. Cost $95.85 Unrealized -20.1%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $336 Shares 1,773 Est. Cost $224.04 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $336 Shares 583 Est. Cost $471.62 Unrealized +18.5%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $329 Shares 3,320 Est. Cost $83.17 Unrealized +19.6%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $321 Shares 8,902 Est. Cost $46.72 Unrealized -17.3%
BAR GRANITESHARES GOLD SHARES 0.2%
Value ($000) $321 Shares 16,430 Est. Cost $18.60 Unrealized
PHM PULTE GROUP INC COM 0.2%
Value ($000) $321 Shares 5,500 Est. Cost $42.27 Unrealized +24.8%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $317 Shares 4,218 Est. Cost $73.36 Unrealized -5.1%
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $317 Shares 2,875 Est. Cost $127.69 Unrealized
STEL STELLAR BANCORP INC COM 0.2%
Value ($000) $315 Shares 12,798 Est. Cost $30.96 Unrealized -9.2%
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $311 Shares 1,909 Est. Cost $109.91 Unrealized +33.2%
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $297 Shares 1,041 Est. Cost $215.35 Unrealized +19.7%
BIO BIO RAD LABS INC CL A 0.2%
Value ($000) $297 Shares 619 Est. Cost $559.32 Unrealized -16.3%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $283 Shares 4,187 Est. Cost $69.85 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.2%
Value ($000) $276 Shares 5,777 Est. Cost $50.65 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $253 Shares 1,519 Est. Cost $108.55 Unrealized +46.8%
NUE NUCOR CORP COM 0.2%
Value ($000) $249 Shares 1,610 Est. Cost $129.61 Unrealized +17.5%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $245 Shares 993 Est. Cost $297.25 Unrealized -19.0%
DRI DARDEN RESTAURANTS INC COM 0.2%
Value ($000) $244 Shares 1,570 Est. Cost $126.33 Unrealized +6.9%
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $242 Shares 1,265 Est. Cost $157.38 Unrealized +17.4%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $239 Shares 90 Est. Cost $2394.16 Unrealized 0.0%
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $239 Shares 519 Est. Cost $402.64 Unrealized +13.1%
SCI SERVICE CORP INTL COM 0.2%
Value ($000) $234 Shares 3,400 Est. Cost $66.61 Unrealized +3.7%
CACI CACI INTL INC CL A 0.2%
Value ($000) $233 Shares 785 Est. Cost $230.36 Unrealized +27.9%
OXY OCCIDENTAL PETE CORP COM 0.2%
Value ($000) $233 Shares 3,725 Est. Cost $41.76 Unrealized +41.7%
GIS GENERAL MLS INC COM 0.2%
Value ($000) $228 Shares 2,671 Est. Cost $67.78 Unrealized +6.1%
ALB ALBEMARLE CORP COM 0.2%
Value ($000) $226 Shares 1,024 Est. Cost $202.06 Unrealized +16.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $222 Shares 8,578 Est. Cost $23.78 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $222 Shares 2,933 Est. Cost $73.63 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.2%
Value ($000) $217 Shares 19,354 Est. Cost $9.05 Unrealized +34.4%
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.2%
Value ($000) $216 Shares 3,747 Est. Cost $57.56 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $215 Shares 5,267 Est. Cost $31.64 Unrealized +15.5%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $214 Shares 2,138 Est. Cost $154.45 Unrealized -36.2%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $214 Shares 2,197 Est. Cost $86.95 Unrealized 0.0%
DE DEERE & CO COM 0.2%
Value ($000) $210 Shares 508 Est. Cost $388.70 Unrealized +2.2%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.2%
Value ($000) $207 Shares 8,173 Est. Cost $25.27 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.2%
Value ($000) $204 Shares 7,675 Est. Cost $26.63 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $204 Shares 1,000 Est. Cost $200.91 Unrealized -5.6%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $201 Shares 2,770 Est. Cost $72.10 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $201 Shares 1,033 Est. Cost $200.22 Unrealized +1.3%
XMVFX BLACKROCK MUNIVEST FD INC COM 0.1%
Value ($000) $106 Shares 15,284 Est. Cost $9.20 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $61 Shares 10,100 Est. Cost $6.06 Unrealized 0.0%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $60 Shares 15,000 Est. Cost $5.84 Unrealized
MICROCHIP TECHNOLOGY INC. 1.625 02/15/2025 0.0%
Value ($000) $37 Shares 10,000 Est. Cost $3.00 Unrealized
WESTERN DIGITAL CORP. 1.5 02/01/2024 0.0%
Value ($000) $31 Shares 32,000 Est. Cost $1.00 Unrealized
SOUTHWEST AIRLS CO 1.25 05/01/2025 0.0%
Value ($000) $20 Shares 18,000 Est. Cost $1.17 Unrealized
INSULET CORP 0.375 09/01/2026 0.0%
Value ($000) $18 Shares 12,000 Est. Cost $1.33 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $18 Shares 10,000 Est. Cost $1.70 Unrealized 0.0%
REPLIGEN CORP 0.375 07/15/2024 0.0%
Value ($000) $15 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) $12 Shares 12,000 Est. Cost $2.83 Unrealized
SNAP INC 0.75 08/01/2026 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $1.00 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
ENGLOBAL CORP COM 0.0%
Value ($000) $6 Shares 12,500 Est. Cost $3.21 Unrealized