PATRON PARTNERS, LLC Diversified Active

CIK: 0001841768 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 1, 2023

Total Value ($000): $141,463 (100.0% shares, 0.0% debt)

Holdings (167)

PB PROSPERITY BANCSHARES INC COM 9.5%
Value ($000) $13,456 Shares 238,244 Est. Cost $51.88 Unrealized +4.8%
AAPL APPLE INC COM 6.7%
Value ($000) $9,481 Shares 48,878 Est. Cost $119.71 Unrealized +43.7%
MSFT MICROSOFT CORP COM 3.4%
Value ($000) $4,805 Shares 14,109 Est. Cost $207.14 Unrealized +48.3%
XOM EXXON MOBIL CORP COM 2.8%
Value ($000) $3,906 Shares 36,422 Est. Cost $51.62 Unrealized +93.0%
AMZN AMAZON COM INC COM 2.6%
Value ($000) $3,737 Shares 28,670 Est. Cost $126.70 Unrealized -9.9%
PG PROCTER AND GAMBLE CO COM 2.5%
Value ($000) $3,569 Shares 23,521 Est. Cost $123.16 Unrealized +14.7%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 2.2%
Value ($000) $3,182 Shares 28,726 Est. Cost $115.30 Unrealized
CVX CHEVRON CORP NEW COM 2.1%
Value ($000) $2,924 Shares 18,585 Est. Cost $93.11 Unrealized +53.8%
COST COSTCO WHSL CORP NEW COM 2.0%
Value ($000) $2,781 Shares 5,165 Est. Cost $350.26 Unrealized +39.1%
NVDA NVIDIA CORPORATION COM 1.6%
Value ($000) $2,256 Shares 5,332 Est. Cost $19.32 Unrealized +71.7%
NKE NIKE INC CL B 1.5%
Value ($000) $2,063 Shares 18,692 Est. Cost $122.37 Unrealized -9.0%
LNG CHENIERE ENERGY INC COM NEW 1.4%
Value ($000) $1,942 Shares 12,747 Est. Cost $102.17 Unrealized +44.9%
MA MASTERCARD INCORPORATED CL A 1.2%
Value ($000) $1,762 Shares 4,481 Est. Cost $328.59 Unrealized +12.6%
MTD METTLER TOLEDO INTERNATIONAL COM 1.2%
Value ($000) $1,760 Shares 1,342 Est. Cost $1103.96 Unrealized +27.4%
ABBV ABBVIE INC COM 1.2%
Value ($000) $1,736 Shares 12,882 Est. Cost $85.74 Unrealized +55.9%
MCD MCDONALDS CORP COM 1.1%
Value ($000) $1,531 Shares 5,131 Est. Cost $201.18 Unrealized +35.7%
IEFA ISHARES CORE MSCI EAFE ETF 1.1%
Value ($000) $1,530 Shares 22,665 Est. Cost $71.17 Unrealized
LLY LILLY ELI & CO COM 1.1%
Value ($000) $1,511 Shares 3,222 Est. Cost $160.71 Unrealized +156.0%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 1.0%
Value ($000) $1,482 Shares 29,451 Est. Cost $50.27 Unrealized
PEP PEPSICO INC COM 1.0%
Value ($000) $1,433 Shares 7,736 Est. Cost $127.22 Unrealized +34.1%
VV VANGUARD LARGE-CAP ETF 1.0%
Value ($000) $1,426 Shares 7,036 Est. Cost $201.70 Unrealized
JNJ JOHNSON & JOHNSON COM 1.0%
Value ($000) $1,394 Shares 8,419 Est. Cost $136.86 Unrealized +8.8%
VTEB VANGUARD TAX-EXEMPT BOND ETF 1.0%
Value ($000) $1,390 Shares 27,675 Est. Cost $52.07 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $1,381 Shares 3,099 Est. Cost $423.60 Unrealized
MDLZ MONDELEZ INTL INC CL A 1.0%
Value ($000) $1,379 Shares 18,908 Est. Cost $50.56 Unrealized +35.6%
GWW GRAINGER W W INC COM 1.0%
Value ($000) $1,345 Shares 1,705 Est. Cost $371.45 Unrealized +81.2%
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $1,259 Shares 10,521 Est. Cost $109.10 Unrealized +4.7%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.9%
Value ($000) $1,232 Shares 34,604 Est. Cost $36.61 Unrealized
HD HOME DEPOT INC COM 0.9%
Value ($000) $1,230 Shares 3,961 Est. Cost $244.60 Unrealized +13.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.8%
Value ($000) $1,159 Shares 23,521 Est. Cost $61.45 Unrealized
MRK MERCK & CO INC COM 0.8%
Value ($000) $1,088 Shares 9,429 Est. Cost $67.16 Unrealized +55.6%
AVGO BROADCOM INC COM 0.8%
Value ($000) $1,068 Shares 1,231 Est. Cost $36.39 Unrealized +88.9%
V VISA INC COM CL A 0.7%
Value ($000) $1,001 Shares 4,217 Est. Cost $201.00 Unrealized +11.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $996 Shares 2,921 Est. Cost $228.48 Unrealized +42.8%
MUB ISHARES NATIONAL MUNI BOND ETF 0.7%
Value ($000) $987 Shares 9,246 Est. Cost $111.39 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.7%
Value ($000) $950 Shares 1,977 Est. Cost $341.13 Unrealized +36.3%
SBUX STARBUCKS CORP COM 0.7%
Value ($000) $935 Shares 9,439 Est. Cost $88.72 Unrealized +9.6%
SDY SPDR S&P DIVIDEND ETF 0.6%
Value ($000) $898 Shares 7,324 Est. Cost $122.94 Unrealized
NEE NEXTERA ENERGY INC COM 0.6%
Value ($000) $884 Shares 11,915 Est. Cost $67.55 Unrealized +3.6%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $881 Shares 2,385 Est. Cost $338.60 Unrealized
HON HONEYWELL INTL INC COM 0.6%
Value ($000) $875 Shares 4,219 Est. Cost $165.23 Unrealized +6.3%
AMGN AMGEN INC COM 0.6%
Value ($000) $835 Shares 3,761 Est. Cost $200.21 Unrealized +6.7%
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $828 Shares 6,843 Est. Cost $109.83 Unrealized +4.6%
LMT LOCKHEED MARTIN CORP COM 0.6%
Value ($000) $822 Shares 1,785 Est. Cost $334.71 Unrealized +28.9%
UNP UNION PAC CORP COM 0.6%
Value ($000) $806 Shares 3,938 Est. Cost $183.72 Unrealized +1.8%
BND VANGUARD TOTAL BOND MARKET ETF 0.6%
Value ($000) $800 Shares 11,001 Est. Cost $84.20 Unrealized
SYY SYSCO CORP COM 0.6%
Value ($000) $798 Shares 10,750 Est. Cost $66.06 Unrealized +3.7%
FTNT FORTINET INC COM 0.6%
Value ($000) $797 Shares 10,544 Est. Cost $53.57 Unrealized +26.9%
MBB ISHARES MBS ETF 0.6%
Value ($000) $796 Shares 8,537 Est. Cost $97.30 Unrealized
MO ALTRIA GROUP INC COM 0.6%
Value ($000) $783 Shares 17,289 Est. Cost $27.32 Unrealized +33.9%
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $770 Shares 4,278 Est. Cost $142.61 Unrealized +11.5%
ADSK AUTODESK INC COM 0.5%
Value ($000) $763 Shares 3,731 Est. Cost $253.67 Unrealized -21.2%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $747 Shares 14,440 Est. Cost $39.71 Unrealized +14.6%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.5%
Value ($000) $743 Shares 7,588 Est. Cost $111.78 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.5%
Value ($000) $715 Shares 11,693 Est. Cost $62.34 Unrealized
O REALTY INCOME CORP COM 0.5%
Value ($000) $712 Shares 11,912 Est. Cost $51.48 Unrealized +2.1%
BLACKROCK INC COM 0.5%
Value ($000) $675 Shares 977 Est. Cost $725.60 Unrealized
META META PLATFORMS INC CL A 0.5%
Value ($000) $662 Shares 2,307 Est. Cost $266.41 Unrealized -8.0%
MCHI ISHARES MSCI CHINA ETF 0.5%
Value ($000) $658 Shares 14,710 Est. Cost $54.52 Unrealized
DHR DANAHER CORPORATION COM 0.5%
Value ($000) $655 Shares 2,730 Est. Cost $198.31 Unrealized +5.3%
TSLA TESLA INC COM 0.4%
Value ($000) $632 Shares 2,416 Est. Cost $248.11 Unrealized -19.4%
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $617 Shares 2,466 Est. Cost $181.44 Unrealized +21.1%
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 0.4%
Value ($000) $617 Shares 12,368 Est. Cost $50.11 Unrealized
GPC GENUINE PARTS CO COM 0.4%
Value ($000) $604 Shares 3,568 Est. Cost $117.57 Unrealized +28.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.4%
Value ($000) $599 Shares 1,752 Est. Cost $293.21 Unrealized +3.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $593 Shares 2,696 Est. Cost $173.91 Unrealized +16.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $592 Shares 1,917 Est. Cost $256.61 Unrealized +9.0%
INTERPUBLIC GROUP COS INC COM 0.4%
Value ($000) $559 Shares 14,493 Est. Cost $28.79 Unrealized +17.9%
VGK VANGUARD FTSE EUROPE ETF 0.4%
Value ($000) $555 Shares 8,996 Est. Cost $61.10 Unrealized
LIN LINDE PLC SHS 0.4%
Value ($000) $554 Shares 1,454 Est. Cost $323.25 Unrealized +9.2%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $543 Shares 14,605 Est. Cost $40.63 Unrealized -23.2%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.4%
Value ($000) $534 Shares 1,816 Est. Cost $294.09 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.4%
Value ($000) $518 Shares 10,052 Est. Cost $54.62 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.4%
Value ($000) $517 Shares 6,081 Est. Cost $84.88 Unrealized
APD AIR PRODS & CHEMS INC COM 0.4%
Value ($000) $508 Shares 1,696 Est. Cost $249.46 Unrealized +6.3%
FITB FIFTH THIRD BANCORP COM 0.4%
Value ($000) $504 Shares 19,241 Est. Cost $20.77 Unrealized +11.3%
GLD SPDR GOLD SHARES 0.4%
Value ($000) $502 Shares 2,814 Est. Cost $178.34 Unrealized
ETN EATON CORP PLC SHS 0.3%
Value ($000) $494 Shares 2,457 Est. Cost $149.91 Unrealized +13.6%
CMI CUMMINS INC COM 0.3%
Value ($000) $494 Shares 2,013 Est. Cost $197.87 Unrealized +7.6%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $488 Shares 4,102 Est. Cost $129.31 Unrealized -16.2%
ABT ABBOTT LABS COM 0.3%
Value ($000) $487 Shares 4,470 Est. Cost $99.51 Unrealized +2.0%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.3%
Value ($000) $484 Shares 5,272 Est. Cost $91.82 Unrealized
NFLX NETFLIX INC COM 0.3%
Value ($000) $482 Shares 1,095 Est. Cost $23.16 Unrealized +59.0%
MAR MARRIOTT INTL INC NEW CL A 0.3%
Value ($000) $482 Shares 2,622 Est. Cost $112.54 Unrealized +50.1%
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $477 Shares 16,627 Est. Cost $24.23 Unrealized +9.9%
LOW LOWES COS INC COM 0.3%
Value ($000) $473 Shares 2,097 Est. Cost $152.52 Unrealized +29.7%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $472 Shares 4,950 Est. Cost $52.48 Unrealized +68.7%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.3%
Value ($000) $472 Shares 16,389 Est. Cost $29.23 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.3%
Value ($000) $470 Shares 1,427 Est. Cost $224.01 Unrealized +23.2%
GLW CORNING INC COM 0.3%
Value ($000) $469 Shares 13,379 Est. Cost $35.39 Unrealized -13.5%
DISCOVER FINL SVCS COM 0.3%
Value ($000) $465 Shares 3,978 Est. Cost $113.94 Unrealized
CSL CARLISLE COS INC COM 0.3%
Value ($000) $461 Shares 1,799 Est. Cost $144.24 Unrealized +48.9%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $458 Shares 3,151 Est. Cost $104.19 Unrealized +24.5%
BA BOEING CO COM 0.3%
Value ($000) $453 Shares 2,145 Est. Cost $173.00 Unrealized +20.1%
ORCL ORACLE CORP COM 0.3%
Value ($000) $448 Shares 3,761 Est. Cost $56.21 Unrealized +78.6%
PRU PRUDENTIAL FINL INC COM 0.3%
Value ($000) $438 Shares 4,967 Est. Cost $83.17 Unrealized -11.7%
PHM PULTE GROUP INC COM 0.3%
Value ($000) $427 Shares 5,500 Est. Cost $42.27 Unrealized +57.1%
KR KROGER CO COM 0.3%
Value ($000) $419 Shares 8,906 Est. Cost $34.62 Unrealized +30.0%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $414 Shares 9,957 Est. Cost $42.30 Unrealized -13.3%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $413 Shares 3,108 Est. Cost $119.02 Unrealized
TMUS T-MOBILE US INC COM 0.3%
Value ($000) $404 Shares 2,911 Est. Cost $139.51 Unrealized -2.8%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $400 Shares 5,787 Est. Cost $65.47 Unrealized -1.8%
IDXX IDEXX LABS INC COM 0.3%
Value ($000) $399 Shares 794 Est. Cost $454.83 Unrealized +5.4%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.3%
Value ($000) $396 Shares 3,397 Est. Cost $99.15 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.3%
Value ($000) $391 Shares 4,847 Est. Cost $75.65 Unrealized +2.5%
CCI CROWN CASTLE INC COM 0.3%
Value ($000) $386 Shares 3,387 Est. Cost $128.94 Unrealized -20.6%
CTAS CINTAS CORP COM 0.3%
Value ($000) $385 Shares 775 Est. Cost $82.87 Unrealized +38.4%
CRM SALESFORCE INC COM 0.3%
Value ($000) $374 Shares 1,772 Est. Cost $232.93 Unrealized -13.4%
EXR EXTRA SPACE STORAGE INC COM 0.3%
Value ($000) $372 Shares 2,500 Est. Cost $139.69 Unrealized -4.3%
WMT WALMART INC COM 0.3%
Value ($000) $368 Shares 2,343 Est. Cost $44.74 Unrealized +9.4%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $355 Shares 3,424 Est. Cost $83.51 Unrealized +13.1%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.2%
Value ($000) $347 Shares 6,668 Est. Cost $51.98 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $346 Shares 1,739 Est. Cost $224.04 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $329 Shares 2,312 Est. Cost $146.78 Unrealized
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $328 Shares 1,893 Est. Cost $109.91 Unrealized +44.4%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $325 Shares 4,218 Est. Cost $73.36 Unrealized -0.6%
ALB ALBEMARLE CORP COM 0.2%
Value ($000) $325 Shares 1,456 Est. Cost $200.27 Unrealized -2.1%
NOW SERVICENOW INC COM 0.2%
Value ($000) $320 Shares 570 Est. Cost $99.98 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $319 Shares 1,452 Est. Cost $163.28 Unrealized +24.4%
BAR GRANITESHARES GOLD SHARES 0.2%
Value ($000) $311 Shares 16,354 Est. Cost $18.60 Unrealized
DG DOLLAR GEN CORP NEW COM 0.2%
Value ($000) $304 Shares 1,790 Est. Cost $198.49 Unrealized -5.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $299 Shares 573 Est. Cost $471.62 Unrealized +13.5%
EMN EASTMAN CHEM CO COM 0.2%
Value ($000) $297 Shares 3,542 Est. Cost $95.85 Unrealized -23.7%
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $296 Shares 971 Est. Cost $215.35 Unrealized +30.6%
STEL STELLAR BANCORP INC COM 0.2%
Value ($000) $293 Shares 12,798 Est. Cost $30.96 Unrealized -24.7%
EZU ISHARES MSCI EUROZONE ETF 0.2%
Value ($000) $293 Shares 6,390 Est. Cost $45.82 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $272 Shares 4,164 Est. Cost $69.85 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $271 Shares 1,439 Est. Cost $108.55 Unrealized +57.0%
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $269 Shares 605 Est. Cost $408.32 Unrealized +8.4%
CACI CACI INTL INC CL A 0.2%
Value ($000) $268 Shares 785 Est. Cost $230.36 Unrealized +34.8%
NUE NUCOR CORP COM 0.2%
Value ($000) $265 Shares 1,618 Est. Cost $129.61 Unrealized +8.2%
DRI DARDEN RESTAURANTS INC COM 0.2%
Value ($000) $262 Shares 1,570 Est. Cost $126.33 Unrealized +14.5%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $254 Shares 7,677 Est. Cost $46.72 Unrealized -39.2%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $248 Shares 92 Est. Cost $2398.61 Unrealized +8.4%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.2%
Value ($000) $246 Shares 5,183 Est. Cost $50.65 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.2%
Value ($000) $245 Shares 9,066 Est. Cost $26.69 Unrealized
OACP ONEASCENT CORE PLUS BOND ETF 0.2%
Value ($000) $244 Shares 10,783 Est. Cost $22.60 Unrealized
CB CHUBB LIMITED COM 0.2%
Value ($000) $237 Shares 1,233 Est. Cost $198.54 Unrealized -4.4%
BIO BIO RAD LABS INC CL A 0.2%
Value ($000) $235 Shares 619 Est. Cost $559.32 Unrealized -27.2%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $230 Shares 2,580 Est. Cost $143.85 Unrealized -35.7%
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.2%
Value ($000) $229 Shares 3,751 Est. Cost $57.56 Unrealized
ALK ALASKA AIR GROUP INC COM 0.2%
Value ($000) $228 Shares 4,286 Est. Cost $45.46 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.2%
Value ($000) $227 Shares 3,864 Est. Cost $42.32 Unrealized +35.4%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $226 Shares 8,578 Est. Cost $23.78 Unrealized
OAIM ONEASCENT INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $225 Shares 7,323 Est. Cost $30.74 Unrealized
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $223 Shares 1,138 Est. Cost $285.06 Unrealized -29.3%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.2%
Value ($000) $222 Shares 8,743 Est. Cost $25.28 Unrealized
SCI SERVICE CORP INTL COM 0.2%
Value ($000) $220 Shares 3,400 Est. Cost $66.61 Unrealized +0.3%
PH PARKER-HANNIFIN CORP COM 0.2%
Value ($000) $216 Shares 554 Est. Cost $328.44 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $214 Shares 2,197 Est. Cost $86.95 Unrealized -2.8%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $212 Shares 1,278 Est. Cost $144.85 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $206 Shares 19,154 Est. Cost $9.05 Unrealized +4.7%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $206 Shares 2,688 Est. Cost $67.78 Unrealized +14.3%
DE DEERE & CO COM 0.1%
Value ($000) $206 Shares 508 Est. Cost $388.70 Unrealized -5.4%
CSX CSX CORP COM 0.1%
Value ($000) $206 Shares 6,036 Est. Cost $30.43 Unrealized 0.0%
EOG EOG RES INC COM 0.1%
Value ($000) $203 Shares 1,777 Est. Cost $104.44 Unrealized 0.0%
XMVFX BLACKROCK MUNIVEST FD INC COM 0.1%
Value ($000) $103 Shares 15,284 Est. Cost $9.20 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $68 Shares 15,000 Est. Cost $5.84 Unrealized
MICROCHIP TECHNOLOGY INC. 1.625 02/15/2025 0.0%
Value ($000) $40 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) $21 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
REPLIGEN CORP 0.375 07/15/2024 0.0%
Value ($000) $13 Shares 10,000 Est. Cost $1.80 Unrealized
INSMED INC 1.75 01/15/2025 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.10 Unrealized
SNAP INC 0.75 08/01/2026 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $1.00 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) $5 Shares 12,500 Est. Cost $3.21 Unrealized