PATRON PARTNERS, LLC Diversified Active

CIK: 0001841768 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 7, 2023

Total Value ($000): $135,581 (100.0% shares, 0.0% debt)

Holdings (167)

PB PROSPERITY BANCSHARES INC COM 9.6%
Value ($000) $12,949 Shares 237,244 Est. Cost $51.88 Unrealized +2.8%
AAPL APPLE INC COM 6.1%
Value ($000) $8,234 Shares 48,096 Est. Cost $119.71 Unrealized +51.5%
MSFT MICROSOFT CORP COM 3.3%
Value ($000) $4,435 Shares 14,047 Est. Cost $207.14 Unrealized +56.7%
XOM EXXON MOBIL CORP COM 3.2%
Value ($000) $4,277 Shares 36,371 Est. Cost $51.62 Unrealized +95.7%
AMZN AMAZON COM INC COM 2.7%
Value ($000) $3,651 Shares 28,723 Est. Cost $126.70 Unrealized +5.8%
PG PROCTER AND GAMBLE CO COM 2.5%
Value ($000) $3,431 Shares 23,520 Est. Cost $123.16 Unrealized +17.0%
CVX CHEVRON CORP NEW COM 2.3%
Value ($000) $3,092 Shares 18,340 Est. Cost $93.11 Unrealized +56.5%
COST COSTCO WHSL CORP NEW COM 2.2%
Value ($000) $2,966 Shares 5,250 Est. Cost $353.21 Unrealized +50.7%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 1.7%
Value ($000) $2,350 Shares 23,869 Est. Cost $115.30 Unrealized
NVDA NVIDIA CORPORATION COM 1.7%
Value ($000) $2,332 Shares 5,360 Est. Cost $19.32 Unrealized +131.8%
ABBV ABBVIE INC COM 1.4%
Value ($000) $1,943 Shares 13,036 Est. Cost $86.33 Unrealized +56.8%
MA MASTERCARD INCORPORATED CL A 1.3%
Value ($000) $1,784 Shares 4,505 Est. Cost $328.59 Unrealized +20.6%
NKE NIKE INC CL B 1.3%
Value ($000) $1,781 Shares 18,627 Est. Cost $122.37 Unrealized -19.7%
LLY ELI LILLY & CO COM 1.3%
Value ($000) $1,760 Shares 3,277 Est. Cost $166.52 Unrealized +204.3%
LNG CHENIERE ENERGY INC COM NEW 1.2%
Value ($000) $1,621 Shares 9,770 Est. Cost $102.17 Unrealized +57.9%
MTD METTLER TOLEDO INTERNATIONAL COM 1.1%
Value ($000) $1,496 Shares 1,350 Est. Cost $1103.96 Unrealized +11.0%
VV VANGUARD LARGE-CAP ETF 1.1%
Value ($000) $1,470 Shares 7,513 Est. Cost $201.32 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 1.1%
Value ($000) $1,459 Shares 22,678 Est. Cost $71.17 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.1%
Value ($000) $1,424 Shares 3,317 Est. Cost $423.98 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $1,403 Shares 10,725 Est. Cost $109.47 Unrealized +17.3%
MCD MCDONALDS CORP COM 1.0%
Value ($000) $1,349 Shares 5,120 Est. Cost $201.18 Unrealized +34.0%
MDLZ MONDELEZ INTL INC CL A 1.0%
Value ($000) $1,322 Shares 19,047 Est. Cost $50.56 Unrealized +32.9%
PEP PEPSICO INC COM 1.0%
Value ($000) $1,317 Shares 7,775 Est. Cost $127.22 Unrealized +31.4%
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $1,274 Shares 8,180 Est. Cost $136.86 Unrealized +12.0%
HD HOME DEPOT INC COM 0.9%
Value ($000) $1,208 Shares 3,999 Est. Cost $244.60 Unrealized +23.9%
GWW GRAINGER W W INC COM 0.9%
Value ($000) $1,207 Shares 1,745 Est. Cost $379.18 Unrealized +86.9%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.8%
Value ($000) $1,150 Shares 23,907 Est. Cost $52.07 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.8%
Value ($000) $1,146 Shares 34,099 Est. Cost $36.61 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.8%
Value ($000) $1,128 Shares 23,694 Est. Cost $61.45 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.8%
Value ($000) $1,121 Shares 22,283 Est. Cost $50.27 Unrealized
AMGN AMGEN INC COM 0.8%
Value ($000) $1,093 Shares 4,066 Est. Cost $202.58 Unrealized +14.5%
MRK MERCK & CO INC COM 0.8%
Value ($000) $1,040 Shares 10,101 Est. Cost $69.33 Unrealized +44.0%
AVGO BROADCOM INC COM 0.8%
Value ($000) $1,037 Shares 1,249 Est. Cost $37.08 Unrealized +126.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $1,023 Shares 2,921 Est. Cost $228.48 Unrealized +55.3%
UNH UNITEDHEALTH GROUP INC COM 0.7%
Value ($000) $993 Shares 1,970 Est. Cost $341.13 Unrealized +37.8%
V VISA INC COM CL A 0.7%
Value ($000) $978 Shares 4,253 Est. Cost $201.00 Unrealized +17.5%
QQQ INVESCO QQQ TRUST SERIES I 0.7%
Value ($000) $961 Shares 2,682 Est. Cost $340.79 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $871 Shares 6,603 Est. Cost $109.83 Unrealized +17.5%
SDY SPDR S&P DIVIDEND ETF 0.6%
Value ($000) $856 Shares 7,442 Est. Cost $122.81 Unrealized
SBUX STARBUCKS CORP COM 0.6%
Value ($000) $850 Shares 9,313 Est. Cost $88.72 Unrealized +4.2%
BND VANGUARD TOTAL BOND MARKET ETF 0.6%
Value ($000) $823 Shares 11,800 Est. Cost $83.22 Unrealized
ADSK AUTODESK INC COM 0.6%
Value ($000) $801 Shares 3,872 Est. Cost $252.08 Unrealized -16.6%
UNP UNION PAC CORP COM 0.6%
Value ($000) $800 Shares 3,928 Est. Cost $183.72 Unrealized +12.2%
HON HONEYWELL INTL INC COM 0.6%
Value ($000) $800 Shares 4,328 Est. Cost $165.45 Unrealized +5.1%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $789 Shares 14,668 Est. Cost $39.88 Unrealized +26.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.6%
Value ($000) $787 Shares 7,679 Est. Cost $111.39 Unrealized
MBB ISHARES MBS ETF 0.6%
Value ($000) $779 Shares 8,769 Est. Cost $97.08 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.6%
Value ($000) $769 Shares 8,179 Est. Cost $110.50 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $744 Shares 1,819 Est. Cost $336.21 Unrealized +23.5%
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $725 Shares 17,234 Est. Cost $27.32 Unrealized +33.3%
TSLA TESLA INC COM 0.5%
Value ($000) $713 Shares 2,850 Est. Cost $249.44 Unrealized +3.0%
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $695 Shares 12,139 Est. Cost $67.49 Unrealized -4.5%
SYY SYSCO CORP COM 0.5%
Value ($000) $689 Shares 10,431 Est. Cost $66.06 Unrealized +1.5%
META META PLATFORMS INC CL A 0.5%
Value ($000) $681 Shares 2,268 Est. Cost $266.41 Unrealized +12.3%
DHR DANAHER CORPORATION COM 0.5%
Value ($000) $665 Shares 2,680 Est. Cost $198.31 Unrealized +11.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $660 Shares 2,744 Est. Cost $174.91 Unrealized +32.2%
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $650 Shares 4,088 Est. Cost $142.61 Unrealized +11.4%
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 0.5%
Value ($000) $639 Shares 12,689 Est. Cost $50.12 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.5%
Value ($000) $625 Shares 22,194 Est. Cost $49.91 Unrealized
FTNT FORTINET INC COM 0.5%
Value ($000) $622 Shares 10,605 Est. Cost $53.57 Unrealized +23.6%
MCHI ISHARES MSCI CHINA ETF 0.5%
Value ($000) $622 Shares 14,369 Est. Cost $54.52 Unrealized
BLACKROCK INC COM 0.5%
Value ($000) $616 Shares 953 Est. Cost $725.60 Unrealized
O REALTY INCOME CORP COM 0.4%
Value ($000) $601 Shares 12,027 Est. Cost $51.48 Unrealized -2.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $582 Shares 1,894 Est. Cost $256.61 Unrealized +18.6%
PSX PHILLIPS 66 COM 0.4%
Value ($000) $572 Shares 4,763 Est. Cost $52.48 Unrealized +96.9%
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $568 Shares 2,466 Est. Cost $181.44 Unrealized +26.8%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.4%
Value ($000) $554 Shares 6,031 Est. Cost $91.82 Unrealized
LIN LINDE PLC SHS 0.4%
Value ($000) $547 Shares 1,469 Est. Cost $323.71 Unrealized +14.0%
ETN EATON CORP PLC SHS 0.4%
Value ($000) $546 Shares 2,559 Est. Cost $152.29 Unrealized +37.7%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.4%
Value ($000) $536 Shares 14,527 Est. Cost $36.90 Unrealized
WMT WALMART INC COM 0.4%
Value ($000) $535 Shares 3,343 Est. Cost $46.86 Unrealized +10.6%
GPC GENUINE PARTS CO COM 0.4%
Value ($000) $527 Shares 3,650 Est. Cost $118.18 Unrealized +22.3%
ISRG INTUITIVE SURGICAL INC COM NEW 0.4%
Value ($000) $522 Shares 1,785 Est. Cost $293.57 Unrealized +6.4%
MAR MARRIOTT INTL INC NEW CL A 0.4%
Value ($000) $521 Shares 2,652 Est. Cost $113.46 Unrealized +71.0%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.4%
Value ($000) $512 Shares 6,207 Est. Cost $84.83 Unrealized
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.4%
Value ($000) $507 Shares 11,672 Est. Cost $43.40 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $505 Shares 15,579 Est. Cost $39.90 Unrealized -27.3%
APD AIR PRODS & CHEMS INC COM 0.4%
Value ($000) $499 Shares 1,759 Est. Cost $250.37 Unrealized +9.8%
GLD SPDR GOLD SHARES 0.4%
Value ($000) $497 Shares 2,901 Est. Cost $178.13 Unrealized
LOW LOWES COS INC COM 0.4%
Value ($000) $494 Shares 2,378 Est. Cost $159.90 Unrealized +34.4%
FITB FIFTH THIRD BANCORP COM 0.4%
Value ($000) $487 Shares 19,241 Est. Cost $20.77 Unrealized +17.9%
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $483 Shares 3,330 Est. Cost $106.23 Unrealized +34.0%
PRU PRUDENTIAL FINL INC COM 0.4%
Value ($000) $483 Shares 5,086 Est. Cost $83.20 Unrealized +1.3%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.4%
Value ($000) $480 Shares 16,698 Est. Cost $29.22 Unrealized
CSL CARLISLE COS INC COM 0.4%
Value ($000) $476 Shares 1,835 Est. Cost $146.53 Unrealized +77.9%
CMI CUMMINS INC COM 0.4%
Value ($000) $475 Shares 2,081 Est. Cost $198.87 Unrealized +14.9%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.3%
Value ($000) $470 Shares 9,440 Est. Cost $51.35 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.3%
Value ($000) $470 Shares 9,346 Est. Cost $54.62 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $452 Shares 4,069 Est. Cost $129.31 Unrealized -14.9%
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $448 Shares 16,354 Est. Cost $24.23 Unrealized +14.8%
BA BOEING CO COM 0.3%
Value ($000) $436 Shares 2,274 Est. Cost $175.60 Unrealized +24.6%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $419 Shares 3,497 Est. Cost $84.02 Unrealized +28.4%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $419 Shares 9,448 Est. Cost $42.30 Unrealized -1.9%
GLW CORNING INC COM 0.3%
Value ($000) $418 Shares 13,721 Est. Cost $35.27 Unrealized -13.0%
INTERPUBLIC GROUP COS INC COM 0.3%
Value ($000) $417 Shares 14,537 Est. Cost $28.79 Unrealized +5.2%
NFLX NETFLIX INC COM 0.3%
Value ($000) $413 Shares 1,093 Est. Cost $23.16 Unrealized +83.0%
PHM PULTE GROUP INC COM 0.3%
Value ($000) $407 Shares 5,500 Est. Cost $42.27 Unrealized +85.1%
ABT ABBOTT LABS COM 0.3%
Value ($000) $405 Shares 4,184 Est. Cost $99.51 Unrealized +0.9%
TMUS T-MOBILE US INC COM 0.3%
Value ($000) $403 Shares 2,874 Est. Cost $139.51 Unrealized -4.1%
ROK ROCKWELL AUTOMATION INC COM 0.3%
Value ($000) $401 Shares 1,402 Est. Cost $224.01 Unrealized +32.4%
KR KROGER CO COM 0.3%
Value ($000) $400 Shares 8,936 Est. Cost $34.62 Unrealized +28.9%
ORCL ORACLE CORP COM 0.3%
Value ($000) $399 Shares 3,770 Est. Cost $56.21 Unrealized +100.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $382 Shares 4,231 Est. Cost $90.39 Unrealized
CRM SALESFORCE INC COM 0.3%
Value ($000) $373 Shares 1,837 Est. Cost $232.24 Unrealized -8.1%
CTAS CINTAS CORP COM 0.3%
Value ($000) $372 Shares 774 Est. Cost $82.87 Unrealized +47.2%
VGK VANGUARD FTSE EUROPE ETF 0.3%
Value ($000) $371 Shares 6,409 Est. Cost $61.10 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.3%
Value ($000) $364 Shares 3,438 Est. Cost $99.23 Unrealized
IVOL QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF 0.3%
Value ($000) $361 Shares 17,541 Est. Cost $20.56 Unrealized
DISCOVER FINL SVCS COM 0.3%
Value ($000) $357 Shares 4,117 Est. Cost $113.02 Unrealized
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $351 Shares 1,857 Est. Cost $221.82 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.3%
Value ($000) $343 Shares 1,506 Est. Cost $165.28 Unrealized +32.6%
NOW SERVICENOW INC COM 0.2%
Value ($000) $335 Shares 600 Est. Cost $100.68 Unrealized +13.3%
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $326 Shares 745 Est. Cost $454.83 Unrealized +9.6%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $324 Shares 2,351 Est. Cost $146.64 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.2%
Value ($000) $314 Shares 4,224 Est. Cost $75.65 Unrealized +3.1%
EXR EXTRA SPACE STORAGE INC COM 0.2%
Value ($000) $307 Shares 2,523 Est. Cost $139.69 Unrealized -13.2%
BAR GRANITESHARES GOLD SHARES 0.2%
Value ($000) $306 Shares 16,740 Est. Cost $18.59 Unrealized
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $300 Shares 4,218 Est. Cost $73.36 Unrealized -3.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $297 Shares 587 Est. Cost $472.98 Unrealized +11.8%
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $288 Shares 1,892 Est. Cost $109.91 Unrealized +42.0%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $284 Shares 92 Est. Cost $2398.61 Unrealized +24.2%
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $280 Shares 644 Est. Cost $410.04 Unrealized +6.5%
EZU ISHARES MSCI EUROZONE ETF 0.2%
Value ($000) $275 Shares 6,504 Est. Cost $45.76 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $274 Shares 1,439 Est. Cost $108.55 Unrealized +70.1%
STEL STELLAR BANCORP INC COM 0.2%
Value ($000) $273 Shares 12,798 Est. Cost $30.96 Unrealized -26.3%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $269 Shares 8,112 Est. Cost $33.17 Unrealized
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $265 Shares 971 Est. Cost $215.35 Unrealized +30.0%
ALB ALBEMARLE CORP COM 0.2%
Value ($000) $262 Shares 1,541 Est. Cost $199.77 Unrealized -4.2%
CCI CROWN CASTLE INC COM 0.2%
Value ($000) $260 Shares 2,823 Est. Cost $128.94 Unrealized -29.9%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.2%
Value ($000) $252 Shares 9,550 Est. Cost $26.67 Unrealized
EMN EASTMAN CHEM CO COM 0.2%
Value ($000) $252 Shares 3,280 Est. Cost $95.85 Unrealized -21.3%
CB CHUBB LIMITED COM 0.2%
Value ($000) $251 Shares 1,207 Est. Cost $198.54 Unrealized -0.9%
OXY OCCIDENTAL PETE CORP COM 0.2%
Value ($000) $251 Shares 3,864 Est. Cost $42.32 Unrealized +42.4%
CACI CACI INTL INC CL A 0.2%
Value ($000) $246 Shares 785 Est. Cost $230.36 Unrealized +45.2%
INTC INTEL CORP COM 0.2%
Value ($000) $240 Shares 6,748 Est. Cost $34.22 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $237 Shares 3,398 Est. Cost $65.47 Unrealized -1.4%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.2%
Value ($000) $235 Shares 4,980 Est. Cost $50.65 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $235 Shares 8,578 Est. Cost $23.78 Unrealized
EOG EOG RES INC COM 0.2%
Value ($000) $231 Shares 1,823 Est. Cost $104.76 Unrealized +11.8%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.2%
Value ($000) $229 Shares 4,019 Est. Cost $62.34 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.2%
Value ($000) $225 Shares 1,570 Est. Cost $126.33 Unrealized +16.5%
OACP ONEASCENT CORE PLUS BOND ETF 0.2%
Value ($000) $224 Shares 10,314 Est. Cost $22.60 Unrealized
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $224 Shares 6,765 Est. Cost $46.72 Unrealized -30.4%
BIO BIO RAD LABS INC CL A 0.2%
Value ($000) $222 Shares 619 Est. Cost $559.32 Unrealized -31.0%
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.2%
Value ($000) $216 Shares 3,782 Est. Cost $57.56 Unrealized
PH PARKER-HANNIFIN CORP COM 0.2%
Value ($000) $214 Shares 550 Est. Cost $328.44 Unrealized +19.2%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $210 Shares 2,586 Est. Cost $143.85 Unrealized -42.0%
PIONEER NAT RES CO COM 0.2%
Value ($000) $208 Shares 905 Est. Cost $229.55 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.2%
Value ($000) $208 Shares 8,368 Est. Cost $25.28 Unrealized
NUE NUCOR CORP COM 0.2%
Value ($000) $207 Shares 1,321 Est. Cost $129.61 Unrealized +23.1%
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value ($000) $206 Shares 1,017 Est. Cost $195.76 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM STK 0.2%
Value ($000) $205 Shares 3,509 Est. Cost $54.41 Unrealized 0.0%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $202 Shares 705 Est. Cost $272.79 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $201 Shares 5,180 Est. Cost $38.72 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $199 Shares 19,154 Est. Cost $9.05 Unrealized +11.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $175 Shares 10,910 Est. Cost $15.93 Unrealized 0.0%
XMVFX BLACKROCK MUNIVEST FD INC COM 0.1%
Value ($000) $93 Shares 15,284 Est. Cost $9.20 Unrealized
SIRIUS XM HOLDINGS INC COM 0.1%
Value ($000) $68 Shares 15,000 Est. Cost $5.84 Unrealized
MICROCHIP TECHNOLOGY INC. 1.625 02/15/2025 0.0%
Value ($000) $35 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) $18 Shares 18,000 Est. Cost $1.17 Unrealized
REPLIGEN CORP 0.375 07/15/2024 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $1.80 Unrealized
INSULET CORP 0.375 09/01/2026 0.0%
Value ($000) $12 Shares 12,000 Est. Cost $1.33 Unrealized
INSMED INC 1.75 01/15/2025 0.0%
Value ($000) $10 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) $9 Shares 10,000 Est. Cost $1.00 Unrealized
ENGLOBAL CORP COM 0.0%
Value ($000) $4 Shares 12,000 Est. Cost $3.21 Unrealized