SkyView Investment Advisors, LLC Diversified Active

Location: Shrewsbury, NJ

CIK: 0001848237 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 15, 2024

Total Value: $561M (100.0% shares, 0.0% debt)

Holdings (370)

GSLC GOLDMAN SACHS ACTVBETA US LRG ETF 14.3%
Value $80M Shares 748,033 Share Price $106.95 Est. Cost/Share $88.65 Unrealized @ Report Date +20.6%
IVV ISHARES CORE S&P 500 ETF 7.7%
Value $43.22M Shares 78,975 Share Price $547.22 Est. Cost/Share $453.02 Unrealized @ Report Date +20.8%
MBB ISHARES MBS ETF 7.3%
Value $40.93M Shares 436,410 Share Price $93.79 * Est. Cost/Share $90.07 Unrealized @ Report Date +1.9%
DGRW WISDOMTREE US QLT DIV GRW ETF IV 6.8%
Value $38.2M Shares 489,367 Share Price $78.05 Est. Cost/Share $66.39 Unrealized @ Report Date +17.6%
GSIE GOLDMAN SACHS ACTVBT INTEREQY ETF 5.3%
Value $29.44M Shares 874,888 Share Price $33.65 Est. Cost/Share $30.96 Unrealized @ Report Date +8.7%
IAU ISHARES GOLD ETF 3.8%
Value $21.3M Shares 484,854 Share Price $43.93 Est. Cost/Share $37.45 Unrealized @ Report Date +17.3%
NVDA NVIDIA CORP 2.9%
Value $16.09M Shares 130,269 Share Price $123.54 Est. Cost/Share $94.56 Unrealized @ Report Date +30.6%
PARTNERS GROUP PRIVATE EQUITY MASTER FUND LLC CLASS I 1.9%
Value $10.4M Shares 1,247,223 Share Price $8.34 Est. Cost/Share $8.43 Unrealized @ Report Date
META META PLATFORMS INC-CLASS A 1.0%
Value $5.715M Shares 11,333 Share Price $504.28 Est. Cost/Share $311.94 Unrealized @ Report Date +60.8%
CP CANADIAN PACIFIC KANSA F 1.0%
Value $5.698M Shares 72,372 Share Price $78.73 Est. Cost/Share $78.36 Unrealized @ Report Date -0.5%
V VISA INC-CLASS A SHARES 1.0%
Value $5.47M Shares 20,839 Share Price $262.49 Est. Cost/Share $230.47 Unrealized @ Report Date +12.6%
EWJ ISHARES MSCI JAPAN ETF 0.9%
Value $5.207M Shares 76,302 Share Price $68.24 Est. Cost/Share $60.68 Unrealized @ Report Date +12.5%
MSFT MICROSOFT CORP 0.9%
Value $4.885M Shares 10,929 Share Price $446.98 Est. Cost/Share $307.50 Unrealized @ Report Date +43.7%
CNI CANADIAN NATL RAILWY F 0.8%
Value $4.526M Shares 38,315 Share Price $118.13 * Est. Cost/Share $116.20 Unrealized @ Report Date -1.3%
IBKR INTERACTIVE BROKERS GRO-CL A 0.8%
Value $4.476M Shares 36,511 Share Price $122.59 * Est. Cost/Share $18.69 Unrealized @ Report Date +62.6%
USFR WISDOMTREE FLOATING RATETREASRY ETF 0.8%
Value $4.383M Shares 87,119 Share Price $50.31 Est. Cost/Share $50.38 Unrealized @ Report Date -0.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.7%
Value $3.895M Shares 21,335 Share Price $182.56 Est. Cost/Share $160.80 Unrealized @ Report Date +13.5%
IEFA ISHARES CORE MSCI EAFE ETF 0.6%
Value $3.553M Shares 48,909 Share Price $72.65 Est. Cost/Share $65.91 Unrealized @ Report Date +10.2%
STLA STELLANTIS NV 0.6%
Value $3.417M Shares 172,160 Share Price $19.85 Est. Cost/Share $17.77 Unrealized @ Report Date
JAAA JANUS HENDERSON AAA CLO ETF 0.6%
Value $3.237M Shares 63,619 Share Price $50.88 Est. Cost/Share $50.26 Unrealized @ Report Date
DESPEGAR COM CORP 0050 F 0.6%
Value $3.219M Shares 243,335 Share Price $13.23 Est. Cost/Share $9.36 Unrealized @ Report Date
NORTHVIEW ACQUISITION CORP 0.6%
Value $3.179M Shares 270,549 Share Price $11.75 Est. Cost/Share $10.40 Unrealized @ Report Date
SPY SPDR S&P 500 ETF 0.6%
Value $3.102M Shares 5,700 Share Price $544.21 Est. Cost/Share $428.45 Unrealized @ Report Date +27.0%
AMZN AMAZON.COM INC 0.6%
Value $3.093M Shares 16,003 Share Price $193.28 Est. Cost/Share $130.84 Unrealized @ Report Date +47.7%
GOOG ALPHABET INC. CLASS C 0.5%
Value $2.986M Shares 16,281 Share Price $183.40 Est. Cost/Share $119.49 Unrealized @ Report Date +52.5%
SEMR SEMRUSH HOLDINGS INC-A 0.5%
Value $2.896M Shares 216,282 Share Price $13.39 * Est. Cost/Share $10.40 Unrealized @ Report Date +33.2%
ACGL ARCH CAPITAL GROUP LTD 0.5%
Value $2.887M Shares 28,613 Share Price $100.90 * Est. Cost/Share $71.79 Unrealized @ Report Date +33.6%
XLC COMMUNICAT SVS SLCT SEC SPDR ETF 0.5%
Value $2.753M Shares 32,144 Share Price $85.65 Est. Cost/Share $67.24 Unrealized @ Report Date +27.4%
EME EMCOR GROUP INC 0.5%
Value $2.725M Shares 7,465 Share Price $365.04 Est. Cost/Share $145.50 Unrealized @ Report Date +150.1%
KVACU KEEN VISION ACQUISITION CORP 0.5%
Value $2.724M Shares 255,000 Share Price $10.68 Est. Cost/Share $10.47 Unrealized @ Report Date
XLF SELECT STR FINANCIAL SELECT SPDR ETF 0.5%
Value $2.705M Shares 65,789 Share Price $41.12 Est. Cost/Share $34.06 Unrealized @ Report Date +20.7%
GLOBAL STAR ACQUISITION-CL A 0.5%
Value $2.647M Shares 238,000 Share Price $11.12 Est. Cost/Share $11.12 Unrealized @ Report Date
EFV ISHARES MSCI EAFE VALUE ETF 0.5%
Value $2.576M Shares 48,564 Share Price $53.04 Est. Cost/Share $49.78 Unrealized @ Report Date +6.5%
MCO MOODYS CORP 0.5%
Value $2.565M Shares 6,094 Share Price $420.91 Est. Cost/Share $328.10 Unrealized @ Report Date +26.9%
XLY SPDR FUND CONSUMER DISCRE SELECT ETF 0.5%
Value $2.543M Shares 13,943 Share Price $182.39 * Est. Cost/Share $81.82 Unrealized @ Report Date +11.5%
XLP SPDR FUND CONSUMER STAPLES ETF 0.4%
Value $2.498M Shares 32,613 Share Price $76.60 Est. Cost/Share $74.03 Unrealized @ Report Date +3.4%
ROST ROSS STORES INC 0.4%
Value $2.488M Shares 17,123 Share Price $145.30 Est. Cost/Share $111.10 Unrealized @ Report Date +28.7%
OKLO ALTC ACQUISITION CORP-CL A 0.4%
Value $2.214M Shares 261,424 Share Price $8.47 Est. Cost/Share $10.75 Unrealized @ Report Date -21.2%
10X CAPITAL VENTURE ACQUIS-A 0.4%
Value $2.201M Shares 200,000 Share Price $11.01 Est. Cost/Share $9.92 Unrealized @ Report Date
GFF GRIFFON CORP 0.4%
Value $2.197M Shares 34,396 Share Price $63.87 Est. Cost/Share $36.54 Unrealized @ Report Date +72.2%
SPGI S&P GLOBAL INC 0.4%
Value $2.158M Shares 4,838 Share Price $446.05 Est. Cost/Share $381.09 Unrealized @ Report Date +15.8%
UBER UBER TECHNOLOGIES INC 0.4%
Value $2.137M Shares 29,405 Share Price $72.67 Est. Cost/Share $34.36 Unrealized @ Report Date +111.6%
UPWK UPWORK INC 0.4%
Value $2.136M Shares 198,736 Share Price $10.75 Est. Cost/Share $14.56 Unrealized @ Report Date -26.2%
MA MASTERCARD INC - A 0.4%
Value $2.132M Shares 4,832 Share Price $441.23 Est. Cost/Share $369.07 Unrealized @ Report Date +18.5%
NVO NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.4%
Value $2.016M Shares 14,125 Share Price $142.73 Est. Cost/Share $119.04 Unrealized @ Report Date +19.9%
GE GE AEROSPACE 0.3%
Value $1.909M Shares 12,008 Share Price $158.98 Est. Cost/Share $96.77 Unrealized @ Report Date +62.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.3%
Value $1.789M Shares 4,908 Share Price $364.51 * Est. Cost/Share $70.72 Unrealized @ Report Date +28.9%
FCN F T I CONSULTING INC 0.3%
Value $1.764M Shares 8,184 Share Price $215.54 Est. Cost/Share $160.40 Unrealized @ Report Date +33.3%
XLK TECHNOLOGY SELECT SECTORSPDR ETF 0.3%
Value $1.762M Shares 7,790 Share Price $226.19 * Est. Cost/Share $71.01 Unrealized @ Report Date +59.3%
SHY ISHARES 1-3 YEAR TREASURY BO 0.3%
Value $1.755M Shares 21,500 Share Price $81.63 Est. Cost/Share $81.76 Unrealized @ Report Date -0.1%
AZO AUTOZONE INC 0.3%
Value $1.716M Shares 579 Share Price $2963.73 Est. Cost/Share $2633.30 Unrealized @ Report Date +12.6%
COTTONWOOD COMMUNITIES INC CLASS I 0.3%
Value $1.678M Shares 132,173 Share Price $12.70 Est. Cost/Share $14.44 Unrealized @ Report Date
RSP INVESCO S&P 500 EQUAL WEIGHT 0.3%
Value $1.643M Shares 10,000 Share Price $164.30 Est. Cost/Share $144.05 Unrealized @ Report Date +14.0%
PGR PROGRESSIVE CO OHIO 0.3%
Value $1.637M Shares 7,883 Share Price $207.66 * Est. Cost/Share $119.68 Unrealized @ Report Date +59.8%
DDOG DATADOG INC CLASS A 0.3%
Value $1.621M Shares 12,500 Share Price $129.68 Est. Cost/Share $98.92 Unrealized @ Report Date +31.1%
BITE ACQUISITION CORP 0.3%
Value $1.607M Shares 150,000 Share Price $10.71 Est. Cost/Share $10.73 Unrealized @ Report Date
ULCC FRONTIER GROUP HOLDINGS INC 0.3%
Value $1.604M Shares 325,444 Share Price $4.93 Est. Cost/Share $8.33 Unrealized @ Report Date -40.8%
SSD SIMPSON MANUFACTRG 0.3%
Value $1.544M Shares 9,161 Share Price $168.54 * Est. Cost/Share $112.77 Unrealized @ Report Date +53.4%
ATEK ATHENA TECHNOLOGY ACQUISIT-A 0.3%
Value $1.522M Shares 133,584 Share Price $11.39 Est. Cost/Share $11.15 Unrealized @ Report Date +1.2%
TETEF TECHNOLOGY & TEL EQUITY 0.3%
Value $1.49M Shares 124,705 Share Price $11.95 Est. Cost/Share $10.72 Unrealized @ Report Date +10.7%
ROTH CH ACQUISITION V CO 0.3%
Value $1.484M Shares 134,482 Share Price $11.03 Est. Cost/Share $10.95 Unrealized @ Report Date
PRI PRIMERICA INC 0.3%
Value $1.484M Shares 6,271 Share Price $236.64 Est. Cost/Share $159.53 Unrealized @ Report Date +48.3%
GS GOLDMAN SACHS GROUP 0.3%
Value $1.478M Shares 3,267 Share Price $452.40 * Est. Cost/Share $322.23 Unrealized @ Report Date +36.1%
ASML ASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.3%
Value $1.46M Shares 1,428 Share Price $1022.41 Est. Cost/Share $887.02 Unrealized @ Report Date +15.3%
CMI CUMMINS INC 0.3%
Value $1.421M Shares 5,132 Share Price $276.89 * Est. Cost/Share $250.80 Unrealized @ Report Date +7.1%
DPZ DOMINOS PIZZA INC 0.2%
Value $1.321M Shares 2,558 Share Price $516.42 * Est. Cost/Share $428.10 Unrealized @ Report Date +17.9%
LPLA LPL FINL HLDGS 0.2%
Value $1.314M Shares 4,704 Share Price $279.34 Est. Cost/Share $252.41 Unrealized @ Report Date +10.7%
MRK MERCK & CO. INC. 0.2%
Value $1.3M Shares 10,498 Share Price $123.83 * Est. Cost/Share $86.09 Unrealized @ Report Date +36.6%
GOLF ACUSHNET HOLDINGS CORP 0.2%
Value $1.295M Shares 20,396 Share Price $63.49 Est. Cost/Share $47.35 Unrealized @ Report Date +34.1%
RACE FERRARI N V F 0.2%
Value $1.262M Shares 3,091 Share Price $408.28 Est. Cost/Share $387.39 Unrealized @ Report Date +5.4%
EXTR EXTREME NETWORKS INC 0.2%
Value $1.255M Shares 93,308 Share Price $13.45 * Est. Cost/Share $16.73 Unrealized @ Report Date -31.3%
AETHERIUM ACQUISITION CORP-A 0.2%
Value $1.251M Shares 113,334 Share Price $11.04 Est. Cost/Share $9.88 Unrealized @ Report Date
TJX TJX COMPANIES INC 0.2%
Value $1.247M Shares 11,326 Share Price $110.10 Est. Cost/Share $95.39 Unrealized @ Report Date +13.3%
MANH MANHATTAN ASSOCIATES 0.2%
Value $1.238M Shares 5,018 Share Price $246.71 Est. Cost/Share $161.95 Unrealized @ Report Date +52.3%
ASMIY ASM INTERNTNL N V FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value $1.232M Shares 1,612 Share Price $764.27 Est. Cost/Share $611.70 Unrealized @ Report Date
IBTH ISHARES IBONDS DEC 2027 TERM 0.2%
Value $1.214M Shares 55,000 Share Price $22.07 Est. Cost/Share $22.22 Unrealized @ Report Date -0.7%
FCNCA FIRST CITIZENS BKSH CLASS A 0.2%
Value $1.197M Shares 711 Share Price $1683.54 Est. Cost/Share $1509.52 Unrealized @ Report Date +10.9%
FINTECH ECOSYSTEM DEVELOPM-A 0.2%
Value $1.118M Shares 98,562 Share Price $11.34 Est. Cost/Share $11.34 Unrealized @ Report Date
SBGSY SCHNEIDER ELECTRIC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.2%
Value $1.11M Shares 23,052 Share Price $48.15 Est. Cost/Share $45.29 Unrealized @ Report Date
EXCELFIN ACQUI-A EQUITY 0.2%
Value $1.105M Shares 100,000 Share Price $11.05 Est. Cost/Share $11.05 Unrealized @ Report Date
NORTHERN REVIVAL ACQUISITION 0.2%
Value $1.101M Shares 100,000 Share Price $11.01 Est. Cost/Share $11.01 Unrealized @ Report Date
AOGO AROGO CAPITAL -A EQUITY 0.2%
Value $1.098M Shares 100,000 Share Price $10.98 Est. Cost/Share $10.26 Unrealized @ Report Date +6.5%
TORTOISEECOFIN ACQUISITION-A 0.2%
Value $1.093M Shares 100,000 Share Price $10.93 Est. Cost/Share $10.93 Unrealized @ Report Date
CRVL CORVEL CORP 0.2%
Value $1.089M Shares 4,284 Share Price $254.20 * Est. Cost/Share $80.42 Unrealized @ Report Date +2.7%
BNIX BANNIX ACQUISITION CORP 0.2%
Value $1.067M Shares 96,999 Share Price $11.00 Est. Cost/Share $9.81 Unrealized @ Report Date
GBTC GRAYSCALE BITCOIN TRUST BTC 0.2%
Value $1.065M Shares 20,000 Share Price $53.25 * Est. Cost/Share $42.88 Unrealized @ Report Date +12.2%
JVSPAC ACQUISITION CORP 0.2%
Value $1.052M Shares 100,000 Share Price $10.52 Est. Cost/Share $10.52 Unrealized @ Report Date
TDW TIDEWATER INC NEW 0.2%
Value $1.051M Shares 11,036 Share Price $95.23 * Est. Cost/Share $74.59 Unrealized @ Report Date +32.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value $1.042M Shares 5,975 Share Price $174.39 Est. Cost/Share $169.21 Unrealized @ Report Date +3.1%
LSTR LANDSTAR SYS INC 0.2%
Value $1.031M Shares 5,591 Share Price $184.40 Est. Cost/Share $192.11 Unrealized @ Report Date
USFD US FOODS HOLDING CORP 0.2%
Value $985K Shares 18,597 Share Price $52.97 Est. Cost/Share $49.28 Unrealized @ Report Date +7.5%
ADYEY ADYEN N V FUNSPONSORED ADR 1 ADR REP 0.01 ORD SHS 0.2%
Value $967K Shares 81,438 Share Price $11.87 Est. Cost/Share $16.92 Unrealized @ Report Date
WTS WATTS WATER TECH INC CLASS A 0.2%
Value $965K Shares 5,260 Share Price $183.46 Est. Cost/Share $202.40 Unrealized @ Report Date -9.4%
RBC R B C BEARINGS INC 0.2%
Value $961K Shares 3,563 Share Price $269.72 Est. Cost/Share $269.96 Unrealized @ Report Date -0.5%
ICLR ICON PLC F 0.2%
Value $957K Shares 3,053 Share Price $313.46 Est. Cost/Share $294.81 Unrealized @ Report Date +6.3%
STRA STRATEGIC ED INC 0.2%
Value $945K Shares 8,543 Share Price $110.62 * Est. Cost/Share $79.59 Unrealized @ Report Date +33.4%
STERICYCLE INC 0.2%
Value $943K Shares 16,220 Share Price $58.14 Est. Cost/Share $55.11 Unrealized @ Report Date
FORTUNE RISE ACQUISITION CORP CLASS A (U.S.) 0.2%
Value $934K Shares 83,000 Share Price $11.25 Est. Cost/Share $11.19 Unrealized @ Report Date
RTMVY RIGHTMOVE PLC 0.2%
Value $930K Shares 67,667 Share Price $13.74 Est. Cost/Share $14.01 Unrealized @ Report Date
VITAL ENERGY INC 0.2%
Value $927K Shares 20,690 Share Price $44.80 Est. Cost/Share $52.04 Unrealized @ Report Date
TTC TORO CO 0.2%
Value $923K Shares 9,870 Share Price $93.52 Est. Cost/Share $91.89 Unrealized @ Report Date +1.8%
ORLY O REILLY AUTOMOTIVE 0.2%
Value $896K Shares 848 Share Price $1056.60 * Est. Cost/Share $69.85 Unrealized @ Report Date +0.8%
EQUITRANS MIDSTREAM CORP 0.2%
Value $894K Shares 40,000 Share Price $22.35 Est. Cost/Share $22.25 Unrealized @ Report Date
JUST GOLDMAN SACHS JUST US LRG CP EQ ETF 0.2%
Value $892K Shares 11,419 Share Price $78.12 Est. Cost/Share $75.09 Unrealized @ Report Date
CLVT CLARIVATE PLC F 0.2%
Value $887K Shares 155,853 Share Price $5.69 * Est. Cost/Share $9.02 Unrealized @ Report Date -29.3%
AMG AFFILIATED MANAGERS 0.2%
Value $887K Shares 5,681 Share Price $156.13 Est. Cost/Share $155.69 Unrealized @ Report Date +2.2%
AON AON PLC FCLASS A 0.2%
Value $866K Shares 2,949 Share Price $293.66 Est. Cost/Share $305.06 Unrealized @ Report Date -4.7%
GGG GRACO INC 0.2%
Value $861K Shares 10,863 Share Price $79.26 * Est. Cost/Share $85.91 Unrealized @ Report Date -9.8%
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.2%
Value $857K Shares 10,992 Share Price $77.97 Est. Cost/Share $67.77 Unrealized @ Report Date
AMAT APPLIED MATERIALS 0.2%
Value $853K Shares 3,613 Share Price $236.09 Est. Cost/Share $183.66 Unrealized @ Report Date +26.7%
MU MICRON TECHNOLOGY 0.2%
Value $849K Shares 6,455 Share Price $131.53 Est. Cost/Share $93.41 Unrealized @ Report Date +39.9%
GLOBALINK INVESTMENT INC 0.2%
Value $844K Shares 75,000 Share Price $11.25 Est. Cost/Share $10.93 Unrealized @ Report Date
TSLA TESLA INC 0.1%
Value $840K Shares 4,245 Share Price $197.88 Est. Cost/Share $214.35 Unrealized @ Report Date -7.7%
BXC BLUELINX HOLDINGS INC 0.1%
Value $830K Shares 8,911 Share Price $93.14 * Est. Cost/Share $117.59 Unrealized @ Report Date -9.8%
LQDA LIQUIDIA CORP 0.1%
Value $828K Shares 68,999 Share Price $12.00 * Est. Cost/Share $6.17 Unrealized @ Report Date +115.3%
IBN ICICI BANK LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value $824K Shares 28,611 Share Price $28.80 Est. Cost/Share $24.96 Unrealized @ Report Date +15.4%
CVE CENOVUS ENERGY INC F 0.1%
Value $816K Shares 41,510 Share Price $19.66 * Est. Cost/Share $16.56 Unrealized @ Report Date +14.5%
EXPGY EXPERIAN PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value $810K Shares 17,368 Share Price $46.64 Est. Cost/Share $43.53 Unrealized @ Report Date
CSLLY C S L LIMITED FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.1%
Value $795K Shares 8,067 Share Price $98.55 Est. Cost/Share $94.32 Unrealized @ Report Date
MC MOELIS & CO CLASS A 0.1%
Value $788K Shares 13,866 Share Price $56.83 * Est. Cost/Share $50.10 Unrealized @ Report Date +0.2%
HILLENBRAND INC 0.1%
Value $784K Shares 19,599 Share Price $40.00 Est. Cost/Share $49.19 Unrealized @ Report Date
BBW BUILD-A-BEAR WORKSHOP INC 0.1%
Value $782K Shares 30,961 Share Price $25.26 * Est. Cost/Share $22.96 Unrealized @ Report Date +6.9%
FHB FIRST HAWAIIAN INCORPORA 0.1%
Value $779K Shares 37,546 Share Price $20.75 * Est. Cost/Share $22.48 Unrealized @ Report Date -14.1%
PHP VENTURES ACQUISITION -A 0.1%
Value $775K Shares 70,000 Share Price $11.07 Est. Cost/Share $11.13 Unrealized @ Report Date
TAP MOLSON COORS BEVERAGE CLCLASS B 0.1%
Value $768K Shares 15,102 Share Price $50.85 * Est. Cost/Share $59.34 Unrealized @ Report Date -18.7%
LVMUY LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.1%
Value $760K Shares 4,958 Share Price $153.29 Est. Cost/Share $181.02 Unrealized @ Report Date
SLB SCHLUMBERGER LTD F 0.1%
Value $756K Shares 16,029 Share Price $47.16 * Est. Cost/Share $47.61 Unrealized @ Report Date -5.2%
POST POST HOLDINGS INC 0.1%
Value $755K Shares 7,251 Share Price $104.12 Est. Cost/Share $83.10 Unrealized @ Report Date +25.3%
FISV FISERV INC 0.1%
Value $753K Shares 5,052 Share Price $149.05 Est. Cost/Share $146.28 Unrealized @ Report Date +1.9%
IBAC IB ACQUISITION CORP 0.1%
Value $748K Shares 75,000 Share Price $9.97 Est. Cost/Share $9.97 Unrealized @ Report Date 0.0%
EVVTY EVOLUTION AB FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value $742K Shares 7,110 Share Price $104.36 Est. Cost/Share $124.35 Unrealized @ Report Date
DHI D R HORTON CO 0.1%
Value $742K Shares 5,265 Share Price $140.93 Est. Cost/Share $146.84 Unrealized @ Report Date -5.5%
CNGL CANNA-GLOBAL ACQUISITIO-CL A 0.1%
Value $741K Shares 71,000 Share Price $10.44 Est. Cost/Share $11.06 Unrealized @ Report Date -5.7%
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value $737K Shares 19,415 Share Price $37.96 Est. Cost/Share $36.39 Unrealized @ Report Date +4.3%
ORCL ORACLE CORP 0.1%
Value $732K Shares 5,185 Share Price $141.18 Est. Cost/Share $114.67 Unrealized @ Report Date +21.3%
ADI ANALOG DEVICES INC 0.1%
Value $715K Shares 3,133 Share Price $228.22 * Est. Cost/Share $188.65 Unrealized @ Report Date +18.1%
WSM WILLIAMS SONOMA 0.1%
Value $714K Shares 2,527 Share Price $282.55 * Est. Cost/Share $112.92 Unrealized @ Report Date +22.2%
TEAM ATLASSIAN CORP CLASS A 0.1%
Value $709K Shares 4,006 Share Price $176.98 Est. Cost/Share $166.77 Unrealized @ Report Date +7.2%
BRO BROWN & BROWN INC 0.1%
Value $705K Shares 7,884 Share Price $89.42 Est. Cost/Share $79.49 Unrealized @ Report Date +11.5%
FDS FACTSET RESEARCH SYS 0.1%
Value $704K Shares 1,724 Share Price $408.35 Est. Cost/Share $452.40 Unrealized @ Report Date -11.2%
TRI THOMSON REUTERS CORP F 0.1%
Value $703K Shares 4,169 Share Price $168.63 * Est. Cost/Share $148.11 Unrealized @ Report Date +6.9%
TDY TELEDYNE TECHNOLOGIE 0.1%
Value $695K Shares 1,792 Share Price $387.83 Est. Cost/Share $425.78 Unrealized @ Report Date -8.9%
SXYAY SIKA AG FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0.1%
Value $695K Shares 24,376 Share Price $28.51 Est. Cost/Share $30.01 Unrealized @ Report Date
EEFT EURONET WORLDWIDE INC 0.1%
Value $692K Shares 6,686 Share Price $103.50 Est. Cost/Share $105.89 Unrealized @ Report Date -2.3%
TECK TECK RESOURCES LTD FCLASS B 0.1%
Value $684K Shares 14,283 Share Price $47.89 * Est. Cost/Share $41.22 Unrealized @ Report Date +19.4%
LSRCY LASERTEC CORP FUNSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.1%
Value $684K Shares 15,195 Share Price $45.01 Est. Cost/Share $57.01 Unrealized @ Report Date
RPG INVSC S P 500 PURE GROWTH ETF 0.1%
Value $682K Shares 18,300 Share Price $37.27 Est. Cost/Share $36.83 Unrealized @ Report Date
STE STERIS PLC F 0.1%
Value $681K Shares 3,102 Share Price $219.54 Est. Cost/Share $221.95 Unrealized @ Report Date -2.3%
SLV ISHARES SILVER TRUST 0.1%
Value $664K Shares 25,000 Share Price $26.56 Est. Cost/Share $21.36 Unrealized @ Report Date +24.4%
MTD METTLER TOLEDO INTL 0.1%
Value $660K Shares 472 Share Price $1398.31 Est. Cost/Share $1232.79 Unrealized @ Report Date +13.4%
WTW WILLIS TOWERS WATSON P F 0.1%
Value $657K Shares 2,506 Share Price $262.17 Est. Cost/Share $256.94 Unrealized @ Report Date +0.3%
DSDVY DSV A/S FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.1%
Value $649K Shares 8,488 Share Price $76.46 Est. Cost/Share $81.12 Unrealized @ Report Date
EXPD EXPEDITORS INTL WASH CLASS A 0.1%
Value $642K Shares 5,144 Share Price $124.81 Est. Cost/Share $120.16 Unrealized @ Report Date +2.0%
WTTR SELECT WATER SOLUTIONS ICLASS A 0.1%
Value $642K Shares 60,032 Share Price $10.69 Est. Cost/Share $9.24 Unrealized @ Report Date
VZ VERIZON COMMUNICATN 0.1%
Value $640K Shares 15,508 Share Price $41.27 * Est. Cost/Share $35.99 Unrealized @ Report Date +3.8%
EPAC ENERPAC TOOL GROUP CORP CLASS A 0.1%
Value $639K Shares 16,738 Share Price $38.18 * Est. Cost/Share $32.13 Unrealized @ Report Date +15.1%
FERG1GBX FERGUSON PLC NEW F 0.1%
Value $631K Shares 3,260 Share Price $193.56 Est. Cost/Share $218.49 Unrealized @ Report Date
TRUECAR INC 0.1%
Value $627K Shares 200,185 Share Price $3.13 Est. Cost/Share $3.32 Unrealized @ Report Date
RLI R L I CORP 0.1%
Value $625K Shares 4,442 Share Price $140.70 * Est. Cost/Share $66.44 Unrealized @ Report Date +0.6%
LIN LINDE PLC F 0.1%
Value $619K Shares 1,411 Share Price $438.70 Est. Cost/Share $422.36 Unrealized @ Report Date +1.9%
ASPEN TECHNOLOGY INC NEW 0.1%
Value $618K Shares 3,111 Share Price $198.65 Est. Cost/Share $213.36 Unrealized @ Report Date
NVDA US 09/20/24 C84 0.1%
Value $618K Shares 150 Share Price $4120.00 Est. Cost/Share $4120.00 Unrealized @ Report Date
BLUAF BLUERIVER ACQUISITION CORP-A 0.1%
Value $615K Shares 55,597 Share Price $11.06 Est. Cost/Share $11.02 Unrealized @ Report Date 0.0%
ATLKY ATLAS COPCO AB FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value $614K Shares 32,536 Share Price $18.87 Est. Cost/Share $16.95 Unrealized @ Report Date
1/100 BERKSHIRE HTWY A CLASS A 0.1%
Value $612K Shares 100 Share Price $6120.00 Est. Cost/Share $6340.00 Unrealized @ Report Date
NSRGY NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value $609K Shares 5,948 Share Price $102.39 Est. Cost/Share $106.11 Unrealized @ Report Date
CVCO CAVCO INDUSTRIES INC 0.1%
Value $609K Shares 1,760 Share Price $346.02 * Est. Cost/Share $354.09 Unrealized @ Report Date +2.7%
GLD SPDR GOLD TRUST 0.1%
Value $602K Shares 2,800 Share Price $215.00 Est. Cost/Share $191.93 Unrealized @ Report Date +12.0%
EWZ ISHARES MSCI BRAZIL ETF 0.1%
Value $601K Shares 22,000 Share Price $27.32 Est. Cost/Share $32.41 Unrealized @ Report Date
BAC BANK OF AMERICA CORP 0.1%
Value $595K Shares 14,957 Share Price $39.78 * Est. Cost/Share $33.28 Unrealized @ Report Date +15.4%
PRSU VIAD CORP 0.1%
Value $581K Shares 17,091 Share Price $33.99 Est. Cost/Share $34.80 Unrealized @ Report Date -2.3%
SYY SYSCO CORP 0.1%
Value $576K Shares 8,064 Share Price $71.43 * Est. Cost/Share $74.18 Unrealized @ Report Date -8.3%
VIVEON HEALTH ACQUISITION CO 0.1%
Value $570K Shares 57,000 Share Price $10.00 Est. Cost/Share $9.00 Unrealized @ Report Date
AAGIY AIA GROUP LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.1%
Value $568K Shares 21,031 Share Price $27.01 Est. Cost/Share $26.89 Unrealized @ Report Date
CROX CROCS INC 0.1%
Value $568K Shares 3,891 Share Price $145.98 * Est. Cost/Share $115.45 Unrealized @ Report Date +21.5%
BK BANK OF NY MELLON CO 0.1%
Value $567K Shares 9,469 Share Price $59.88 * Est. Cost/Share $52.99 Unrealized @ Report Date +9.1%
NOA NORTH AMERICAN CONSTRU F 0.1%
Value $563K Shares 58,322 Share Price $9.65 * Est. Cost/Share $22.22 Unrealized @ Report Date -13.2%
WCN WASTE CONNECTIONSINC F 0.1%
Value $562K Shares 3,204 Share Price $175.41 Est. Cost/Share $158.95 Unrealized @ Report Date +9.4%
CRTO CRITEO S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value $561K Shares 14,860 Share Price $37.75 Est. Cost/Share $35.10 Unrealized @ Report Date
CHRW C H ROBINSON WORLDWD 0.1%
Value $560K Shares 6,354 Share Price $88.13 * Est. Cost/Share $86.45 Unrealized @ Report Date -1.4%
LIBERTY RES-CL A EQUITY 0.1%
Value $554K Shares 50,000 Share Price $11.08 Est. Cost/Share $11.08 Unrealized @ Report Date
SPG SIMON PPTY GROUP REIT 0.1%
Value $553K Shares 3,645 Share Price $151.71 * Est. Cost/Share $133.48 Unrealized @ Report Date +5.7%
GILD GILEAD SCIENCES INC 0.1%
Value $552K Shares 8,047 Share Price $68.60 * Est. Cost/Share $59.85 Unrealized @ Report Date +9.6%
ARLO ARLO TECHNOLOGIES INC 0.1%
Value $551K Shares 42,249 Share Price $13.04 * Est. Cost/Share $10.24 Unrealized @ Report Date +21.5%
ACIW ACI WORLDWIDE INC 0.1%
Value $547K Shares 13,806 Share Price $39.62 * Est. Cost/Share $30.88 Unrealized @ Report Date +12.8%
AXP AMERICAN EXPRESS CO 0.1%
Value $544K Shares 2,350 Share Price $231.49 Est. Cost/Share $158.63 Unrealized @ Report Date +43.3%
BALL BALL CORP 0.1%
Value $543K Shares 9,039 Share Price $60.07 * Est. Cost/Share $59.87 Unrealized @ Report Date -1.9%
FDX FEDEX CORP 0.1%
Value $539K Shares 1,799 Share Price $299.61 * Est. Cost/Share $241.14 Unrealized @ Report Date +20.3%
ACN ACCENTURE PLC FCLASS A 0.1%
Value $535K Shares 1,763 Share Price $303.46 * Est. Cost/Share $354.76 Unrealized @ Report Date -16.4%
SPIRIT AIRLINES 0.1%
Value $534K Shares 145,844 Share Price $3.66 Est. Cost/Share $11.25 Unrealized @ Report Date
NVR N V R INC 0.1%
Value $531K Shares 70 Share Price $7585.71 Est. Cost/Share $7441.05 Unrealized @ Report Date +2.0%
SWKH SWK HOLDINGS CORP 0.1%
Value $529K Shares 31,165 Share Price $16.97 * Est. Cost/Share $13.47 Unrealized @ Report Date +1.0%
ENR ENERGIZER HOLDINGS INC N 0.1%
Value $527K Shares 17,840 Share Price $29.54 * Est. Cost/Share $27.31 Unrealized @ Report Date -3.0%
LCII L C I INDUSTRIE 0.1%
Value $509K Shares 4,926 Share Price $103.33 * Est. Cost/Share $107.58 Unrealized @ Report Date -6.5%
IWM iShares Russell 2000 ETF 0.1%
Value $507K Shares 2,500 Share Price $202.80 Est. Cost/Share $199.48 Unrealized @ Report Date +1.7%
BIL SPDR BLOOMBERG 1-3 MONTH T-B 0.1%
Value $505K Shares 5,500 Share Price $91.82 Est. Cost/Share $91.54 Unrealized @ Report Date +0.3%
MONEYLION INC. 0.1%
Value $490K Shares 6,666 Share Price $73.51 Est. Cost/Share $71.26 Unrealized @ Report Date
RMD RESMED INC 0.1%
Value $490K Shares 2,559 Share Price $191.48 Est. Cost/Share $180.21 Unrealized @ Report Date +4.8%
AAPL APPLE INC 0.1%
Value $489K Shares 2,324 Share Price $210.41 Est. Cost/Share $180.25 Unrealized @ Report Date +16.1%
SUSL ISHARES ESG MSCI USA LEADERS ETF 0.1%
Value $488K Shares 5,004 Share Price $97.52 Est. Cost/Share $89.04 Unrealized @ Report Date +9.4%
GPN GLOBAL PAYMENTS INC 0.1%
Value $487K Shares 5,035 Share Price $96.72 Est. Cost/Share $127.18 Unrealized @ Report Date -25.2%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.1%
Value $479K Shares 1,178 Share Price $406.62 Est. Cost/Share $393.34 Unrealized @ Report Date +3.4%
ABG ASBURY AUTOMOTIVE GP 0.1%
Value $471K Shares 2,069 Share Price $227.65 Est. Cost/Share $213.73 Unrealized @ Report Date +6.2%
PLAYA HOTELS & RES F 0.1%
Value $470K Shares 56,023 Share Price $8.39 Est. Cost/Share $9.60 Unrealized @ Report Date
CSCO CISCO SYSTEMS INC 0.1%
Value $463K Shares 9,748 Share Price $47.50 * Est. Cost/Share $46.98 Unrealized @ Report Date -3.5%
CMCSA COMCAST CORP CLASS A 0.1%
Value $463K Shares 11,821 Share Price $39.17 * Est. Cost/Share $40.17 Unrealized @ Report Date -7.5%
OAKUU OAK WOODS ACQUISITION CORP 0.1%
Value $459K Shares 40,000 Share Price $11.47 Est. Cost/Share $10.20 Unrealized @ Report Date
CETUS CAPITAL ACQUISITION CORP. CMN 0.1%
Value $449K Shares 42,000 Share Price $10.69 Est. Cost/Share $10.60 Unrealized @ Report Date
WIDEOPENWEST INC 0.1%
Value $446K Shares 82,526 Share Price $5.40 Est. Cost/Share $6.66 Unrealized @ Report Date
A AGILENT TECHNOLOGIES 0.1%
Value $446K Shares 3,437 Share Price $129.76 Est. Cost/Share $135.54 Unrealized @ Report Date -5.5%
DTI DRILLING TOOLS INTERNATIONAL 0.1%
Value $444K Shares 79,000 Share Price $5.62 Est. Cost/Share $2.98 Unrealized @ Report Date +88.6%
LZAGY LONZA GROUP AG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 0.1%
Value $442K Shares 8,105 Share Price $54.53 Est. Cost/Share $59.89 Unrealized @ Report Date
LOW LOWES COMPANIES INC 0.1%
Value $436K Shares 1,979 Share Price $220.31 * Est. Cost/Share $221.97 Unrealized @ Report Date -3.5%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.1%
Value $432K Shares 6,757 Share Price $63.93 Est. Cost/Share $61.56 Unrealized @ Report Date +4.0%
NOVA VISION ACQUISITION CORP (U.S.) 0.1%
Value $423K Shares 35,000 Share Price $12.09 Est. Cost/Share $11.57 Unrealized @ Report Date
SPWH SPORTSMANS WHSE HLDG 0.1%
Value $422K Shares 175,231 Share Price $2.41 * Est. Cost/Share $6.01 Unrealized @ Report Date -47.1%
BEN FRANKLIN RESOURCES 0.1%
Value $422K Shares 18,876 Share Price $22.36 * Est. Cost/Share $24.28 Unrealized @ Report Date -15.7%
ESTA ESTABLISHMENT LABS HOLDINGS 0.1%
Value $418K Shares 9,195 Share Price $45.46 * Est. Cost/Share $50.73 Unrealized @ Report Date 0.0%
SKY SKYLINE CORP 0.1%
Value $414K Shares 6,111 Share Price $67.75 * Est. Cost/Share $77.22 Unrealized @ Report Date -3.0%
GEV GE VERNOVA INC 0.1%
Value $411K Shares 2,398 Share Price $171.39 Est. Cost/Share $158.10 Unrealized @ Report Date +8.2%
PRNDY PERNOD RICARD FIN S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.1%
Value $410K Shares 15,125 Share Price $27.11 Est. Cost/Share $32.28 Unrealized @ Report Date
IMXI INTERNTNL MONEY EXPRE005 0.1%
Value $409K Shares 19,604 Share Price $20.86 Est. Cost/Share $21.00 Unrealized @ Report Date +0.3%
GOOGL ALPHABET INC 0.1%
Value $396K Shares 2,176 Share Price $181.99 Est. Cost/Share $143.96 Unrealized @ Report Date +25.7%
SSNC SS&C TECHNOLOGS HLDG 0.1%
Value $393K Shares 6,263 Share Price $62.75 Est. Cost/Share $57.30 Unrealized @ Report Date +9.4%
SPECIAL OPPORTUNITIES CLOSED FUND 0.1%
Value $391K Shares 29,923 Share Price $13.07 Est. Cost/Share $12.65 Unrealized @ Report Date
DE DEERE & CO 0.1%
Value $385K Shares 1,030 Share Price $373.79 * Est. Cost/Share $373.51 Unrealized @ Report Date -2.0%
FORL FOUR LEAF ACQUISITION CORPORATION CMN 0.1%
Value $383K Shares 35,000 Share Price $10.94 Est. Cost/Share $10.86 Unrealized @ Report Date +0.8%
WINV WINVEST ACQUISITION CORP (U.S.) 0.1%
Value $378K Shares 32,464 Share Price $11.64 * Est. Cost/Share $11.11 Unrealized @ Report Date +1.9%
EPAM EPAM SYSTEMS INC 0.1%
Value $375K Shares 1,995 Share Price $187.97 * Est. Cost/Share $293.21 Unrealized @ Report Date -27.3%
INVZ INNOVIZ TECHNOLOGIES LTD 0.1%
Value $371K Shares 399,873 Share Price $0.93 * Est. Cost/Share $1.12 Unrealized @ Report Date 0.0%
ZIPIMX JONES LANG LASALLE INCOME PROPERTY TRUST INC CLASS M I 0.1%
Value $366K Shares 31,221 Share Price $11.72 Est. Cost/Share $12.52 Unrealized @ Report Date
ALTG ALTA EQUIPMENT GROUP INC 0.1%
Value $364K Shares 45,225 Share Price $8.05 * Est. Cost/Share $10.83 Unrealized @ Report Date -10.2%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.1%
Value $346K Shares 4,388 Share Price $78.85 Est. Cost/Share $76.60 Unrealized @ Report Date +2.8%
EFA ISHARES MSCI EAFE ETF 0.1%
Value $340K Shares 4,344 Share Price $78.27 Est. Cost/Share $76.49 Unrealized @ Report Date +2.4%
JPST JPMORGAN ULTRA SHORT INCOME ETF 0.1%
Value $318K Shares 6,301 Share Price $50.47 Est. Cost/Share $50.18 Unrealized @ Report Date +0.6%
DY DYCOM INDUSTRIES INC 0.1%
Value $312K Shares 1,850 Share Price $168.65 Est. Cost/Share $92.92 Unrealized @ Report Date +81.6%
POOL POOL CORP 0.1%
Value $308K Shares 1,002 Share Price $307.39 * Est. Cost/Share $353.26 Unrealized @ Report Date -15.0%
VISION SENSING-A EQUITY 0.1%
Value $289K Shares 25,000 Share Price $11.56 Est. Cost/Share $10.72 Unrealized @ Report Date
BAX BAXTER INTERNTNL 0.1%
Value $281K Shares 8,408 Share Price $33.42 * Est. Cost/Share $38.41 Unrealized @ Report Date -15.5%
FAST FASTENAL CO 0.0%
Value $245K Shares 3,900 Share Price $62.82 * Est. Cost/Share $33.76 Unrealized @ Report Date -9.9%
ENS ENERSYS 0.0%
Value $244K Shares 2,359 Share Price $103.43 Est. Cost/Share $96.54 Unrealized @ Report Date +5.7%
INSE INSPIRED ENTERTAINMENT I 0.0%
Value $242K Shares 26,500 Share Price $9.13 Est. Cost/Share $12.10 Unrealized @ Report Date -24.6%
ANPMF ANDEAN PRECIOUS METALS CORP 0.0%
Value $239K Shares 350,000 Share Price $0.68 Est. Cost/Share $0.60 Unrealized @ Report Date +16.4%
QUAL ISHARES MSCI USA QLTY FACT ETF 0.0%
Value $236K Shares 1,383 Share Price $170.64 Est. Cost/Share $164.20 Unrealized @ Report Date +4.0%
XPOF XPONENTIAL FITNESS INC-A 0.0%
Value $234K Shares 15,000 Share Price $15.60 * Est. Cost/Share $12.33 Unrealized @ Report Date 0.0%
MARKETWISE INC 0.0%
Value $231K Shares 199,204 Share Price $1.16 Est. Cost/Share $1.73 Unrealized @ Report Date
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value $231K Shares 862 Share Price $267.98 Est. Cost/Share $200.18 Unrealized @ Report Date +33.6%
R1 RCM INC 0.0%
Value $228K Shares 18,174 Share Price $12.55 Est. Cost/Share $12.88 Unrealized @ Report Date
VAL VALARIS LTD 0.0%
Value $224K Shares 3,000 Share Price $74.67 * Est. Cost/Share $72.41 Unrealized @ Report Date 0.0%
DYNF BLACKROCK US EQY FCTR ROTN ETF 0.0%
Value $222K Shares 4,732 Share Price $46.91 Est. Cost/Share $44.74 Unrealized @ Report Date +4.9%
CNM CORE & MAIN INC-CLASS A 0.0%
Value $220K Shares 4,500 Share Price $48.89 Est. Cost/Share $45.79 Unrealized @ Report Date +6.9%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value $217K Shares 2,153 Share Price $100.79 * Est. Cost/Share $23.59 Unrealized @ Report Date +6.9%
LNNGY LI NING CO LTD FSPONSORED ADR 1 ADR REPS 25 ORD SHS 0.0%
Value $216K Shares 4,083 Share Price $52.90 Est. Cost/Share $66.36 Unrealized @ Report Date
MTZ MASTEC INC 0.0%
Value $214K Shares 2,000 Share Price $107.00 Est. Cost/Share $76.04 Unrealized @ Report Date +40.7%
ASO ACADEMY SPORTS & OUTDOOR 0.0%
Value $213K Shares 4,006 Share Price $53.17 * Est. Cost/Share $55.92 Unrealized @ Report Date 0.0%
QQQ INVSC QQQ TRUST SRS 1 ETF IV 0.0%
Value $209K Shares 436 Share Price $479.36 Est. Cost/Share $449.75 Unrealized @ Report Date +6.5%
NE NOBLE CORP PLC 0.0%
Value $201K Shares 4,500 Share Price $44.67 * Est. Cost/Share $41.40 Unrealized @ Report Date 0.0%
OPRT OPORTUN FINANCIAL CORP 0.0%
Value $196K Shares 67,500 Share Price $2.90 Est. Cost/Share $3.48 Unrealized @ Report Date -16.8%
CITIGROUP INC. VAR 26DUE 02/20/26 0.0%
Value $193K Shares 200,000 Share Price $0.96 Est. Cost/Share $0.96 Unrealized @ Report Date
VET VERMILION ENERGY INC 0.0%
Value $165K Shares 15,000 Share Price $11.00 Est. Cost/Share $11.20 Unrealized @ Report Date -1.7%
OBIO ORCHESTRA BIOMED HOLDINGS IN 0.0%
Value $163K Shares 20,000 Share Price $8.15 * Est. Cost/Share $5.79 Unrealized @ Report Date 0.0%
IRON HORSE ACQUISITIONS CORP 0.0%
Value $162K Shares 15,000 Share Price $10.80 Est. Cost/Share $10.07 Unrealized @ Report Date
QETAU QUETTA ACQUISITION CORP 0.0%
Value $160K Shares 15,000 Share Price $10.67 Est. Cost/Share $10.33 Unrealized @ Report Date
GENK GEN RESTAURANT GROUP INC 0.0%
Value $154K Shares 17,012 Share Price $9.05 * Est. Cost/Share $10.42 Unrealized @ Report Date 0.0%
WESTERN ASSET INTERMEDIATE 0.0%
Value $150K Shares 19,076 Share Price $7.86 Est. Cost/Share $7.92 Unrealized @ Report Date
PDLB PONCE FINANCIAL GROUP INC 0.0%
Value $147K Shares 16,089 Share Price $9.14 * Est. Cost/Share $8.95 Unrealized @ Report Date -3.1%
99 ACQUISITION GROUP INC 0.0%
Value $130K Shares 12,000 Share Price $10.83 Est. Cost/Share $10.50 Unrealized @ Report Date
MGTX MEIRAGTX HOLDINGS PLC 0.0%
Value $126K Shares 30,000 Share Price $4.20 Est. Cost/Share $5.05 Unrealized @ Report Date -16.6%
JBI JANUS INTERNATIONAL GROUP IN 0.0%
Value $126K Shares 10,000 Share Price $12.60 * Est. Cost/Share $13.97 Unrealized @ Report Date 0.0%
IXAQF IX ACQUISITION CORP CLASS A (U.S.) 0.0%
Value $121K Shares 10,619 Share Price $11.39 Est. Cost/Share $11.11 Unrealized @ Report Date +2.0%
LPRO OPEN LENDING CORP 0.0%
Value $112K Shares 20,000 Share Price $5.60 * Est. Cost/Share $6.56 Unrealized @ Report Date -12.4%
HYAC HAYMAKER ACQUISITION CORP 4 0.0%
Value $110K Shares 10,000 Share Price $11.00 * Est. Cost/Share $10.35 Unrealized @ Report Date +1.4%
EHTH EHEALTH INC 0.0%
Value $106K Shares 23,306 Share Price $4.55 * Est. Cost/Share $6.64 Unrealized @ Report Date -24.1%
COGT COGENT BIOSCIENCES INC 0.0%
Value $105K Shares 12,500 Share Price $8.40 * Est. Cost/Share $6.46 Unrealized @ Report Date +17.4%
BKHA BLACK HAWK ACQUISITION CORP 0.0%
Value $103K Shares 10,000 Share Price $10.30 Est. Cost/Share $10.13 Unrealized @ Report Date +0.1%
OSUR ORASURE TECHNOLOGIES INC 0.0%
Value $102K Shares 24,000 Share Price $4.25 * Est. Cost/Share $6.17 Unrealized @ Report Date -17.7%
EYENOVIA INC 0.0%
Value $87,000 Shares 146,071 Share Price $0.60 Est. Cost/Share $0.60 Unrealized @ Report Date
MDXG MIMEDX GROUP INC 0.0%
Value $69,000 Shares 10,000 Share Price $6.90 Est. Cost/Share $8.04 Unrealized @ Report Date -13.8%
BNR BURNING ROCK BIOTECH LTD-ADR 0.0%
Value $64,000 Shares 10,000 Share Price $6.40 Est. Cost/Share $6.40 Unrealized @ Report Date
KLXE KLX ENERGY SERVICES HOLDING 0.0%
Value $62,000 Shares 12,500 Share Price $4.96 * Est. Cost/Share $8.94 Unrealized @ Report Date -32.7%
BCRX BIOCRYST PHARMACEUTICALS INC 0.0%
Value $62,000 Shares 10,000 Share Price $6.20 * Est. Cost/Share $5.62 Unrealized @ Report Date -1.9%
CUTERA INC 0.0%
Value $61,000 Shares 40,079 Share Price $1.52 Est. Cost/Share $3.53 Unrealized @ Report Date
LUNA LUNA INNOVATIONS INC 0.0%
Value $60,000 Shares 18,641 Share Price $3.22 * Est. Cost/Share $2.97 Unrealized @ Report Date 0.0%
MSPRW MSP RECOVERY -27 EQUITY 0.0%
Value $55,000 Shares 13,295,125 Share Price $0.00 Est. Cost/Share $0.00 Unrealized @ Report Date
2SEVENTY BIO INC 0.0%
Value $48,000 Shares 12,500 Share Price $3.84 Est. Cost/Share $5.09 Unrealized @ Report Date
VGASW VERDE CLEAN FUELS INC 11.5EXP12/31/27 0.0%
Value $36,000 Shares 201,336 Share Price $0.18 Est. Cost/Share $0.24 Unrealized @ Report Date
BURTECH ACQUISITION -CW23 0.0%
Value $25,000 Shares 100,000 Share Price $0.25 Est. Cost/Share $0.18 Unrealized @ Report Date
VIVEON HEALTH ACQUISIT-RTS 0.0%
Value $20,000 Shares 389,264 Share Price $0.05 Est. Cost/Share $0.05 Unrealized @ Report Date
NORTHVIEW ACQUISITION CO-RTS 0.0%
Value $20,000 Shares 200,000 Share Price $0.10 Est. Cost/Share $0.15 Unrealized @ Report Date
BBAI/WS BIGBEAR.AI HOLDINGS -CW28 0.0%
Value $16,000 Shares 100,053 Share Price $0.16 Est. Cost/Share $0.34 Unrealized @ Report Date
GLOBALINK INVESTMENT INC-RTS 0.0%
Value $16,000 Shares 100,000 Share Price $0.16 Est. Cost/Share $0.10 Unrealized @ Report Date
BANNIX ACQUISITION CORP-RTS 0.0%
Value $14,000 Shares 97,000 Share Price $0.14 Est. Cost/Share $0.21 Unrealized @ Report Date
OPTXW SYNTEC OPTICS HOLDINGS INC 11.5000EXP11/08/2026 0.0%
Value $12,000 Shares 77,500 Share Price $0.15 Est. Cost/Share $0.13 Unrealized @ Report Date
IGTAR INCEPTION GROWTH ACQ LTD -RT 0.0%
Value $12,000 Shares 75,000 Share Price $0.16 Est. Cost/Share $0.20 Unrealized @ Report Date
TRUGOLF INC CMN 0.0%
Value $11,000 Shares 10,000 Share Price $1.10 Est. Cost/Share $1.30 Unrealized @ Report Date
EGUVF EVERGREEN -CW27 EQUITY 0.0%
Value $11,000 Shares 225,000 Share Price $0.05 Est. Cost/Share $0.09 Unrealized @ Report Date
RTS/CETUS CAP ACQUISITION CORP EXP02/03/2033 0.0%
Value $10,000 Shares 42,000 Share Price $0.24 Est. Cost/Share $0.12 Unrealized @ Report Date
IRRXW INTEGRATED RAIL AND RE -CW23 0.0%
Value $9,000 Shares 175,577 Share Price $0.05 Est. Cost/Share Unrealized @ Report Date
GLOBAL BLOCKC-RT EQUITY 0.0%
Value $8,000 Shares 125,000 Share Price $0.06 Est. Cost/Share $0.09 Unrealized @ Report Date
DISTOKEN ACQUISITION CORP (U.S.) RIGHTS 0.0%
Value $8,000 Shares 75,000 Share Price $0.11 Est. Cost/Share $0.09 Unrealized @ Report Date
10X CAPITAL VENTURE AC -CW27 0.0%
Value $7,000 Shares 803,337 Share Price $0.01 Est. Cost/Share $0.04 Unrealized @ Report Date
ALUR/WS ALLURION TECHNOLOGIES-28 0.0%
Value $7,000 Shares 45,174 Share Price $0.15 Est. Cost/Share $0.91 Unrealized @ Report Date
ATCHW ATLASCLEAR HOLDINGS INC EXP10/25/2028 0.0%
Value $7,000 Shares 220,206 Share Price $0.03 Est. Cost/Share $0.09 Unrealized @ Report Date
IBACR RTS/IB ACQUISITION CORP EXP12/31/2099 0.0%
Value $6,000 Shares 75,000 Share Price $0.08 Est. Cost/Share $0.08 Unrealized @ Report Date
BCGWW BCGW 15MAR29 11.5 C 0.0%
Value $6,000 Shares 56,250 Share Price $0.11 Est. Cost/Share $0.11 Unrealized @ Report Date
NOVA VISION-RTS EQUITY 0.0%
Value $6,000 Shares 35,000 Share Price $0.17 Est. Cost/Share $0.20 Unrealized @ Report Date
NORTHVIEW ACQUISITION -23 0.0%
Value $6,000 Shares 100,000 Share Price $0.06 Est. Cost/Share $0.19 Unrealized @ Report Date
SDAWW SUNCAR TECHNOLOGY EQUITY 28 0.0%
Value $5,000 Shares 27,385 Share Price $0.18 Est. Cost/Share $0.26 Unrealized @ Report Date
ONMDW DATA KNIGH-CW28 0.0%
Value $5,000 Shares 144,389 Share Price $0.03 Est. Cost/Share $0.01 Unrealized @ Report Date
CDTTW MUROHY CAN-CW27 EQUITY 0.0%
Value $5,000 Shares 150,000 Share Price $0.03 Est. Cost/Share $0.06 Unrealized @ Report Date
AENTW ALLIANCE ENTERTAINMENT HOLDI 0.0%
Value $5,000 Shares 72,031 Share Price $0.07 Est. Cost/Share $0.06 Unrealized @ Report Date
CRMLW CRITICAL METALS CORP 11.5000EXP06/06/2028 0.0%
Value $4,000 Shares 12,500 Share Price $0.32 Est. Cost/Share $0.16 Unrealized @ Report Date
MSPRZ MSP RECOVERY -CW26 0.0%
Value $4,000 Shares 57,906 Share Price $0.07 Est. Cost/Share $0.07 Unrealized @ Report Date
RTS/BELLEVUE LIFE SCNCS AQSTN CORP 0.0%
Value $4,000 Shares 30,000 Share Price $0.13 Est. Cost/Share $0.17 Unrealized @ Report Date
SHWZ MEDICINE MAN TECHNOLOGIE 0.0%
Value $4,000 Shares 10,000 Share Price $0.40 * Est. Cost/Share $0.99 Unrealized @ Report Date -42.3%
GLOBALINK INVESTMENT -CW23 0.0%
Value $4,000 Shares 100,000 Share Price $0.04 Est. Cost/Share $0.12 Unrealized @ Report Date
ESLAW TRADEUP ACQUI-CW EQUITY 0.0%
Value $4,000 Shares 62,500 Share Price $0.06 Est. Cost/Share $0.03 Unrealized @ Report Date
WINVR WINVEST ACQU-RTS EQUITY 0.0%
Value $4,000 Shares 50,000 Share Price $0.08 Est. Cost/Share $0.08 Unrealized @ Report Date
IMAQR INTL MEDIA A-RTS EQUITY 0.0%
Value $4,000 Shares 78,664 Share Price $0.05 Est. Cost/Share $0.06 Unrealized @ Report Date
TETWF TECHNOLOGY & TELECOMMUNI -27 0.0%
Value $3,000 Shares 99,705 Share Price $0.03 Est. Cost/Share $0.04 Unrealized @ Report Date
PATRIA LATIN AMERICAN-CW27 0.0%
Value $3,000 Shares 45,800 Share Price $0.07 Est. Cost/Share $0.13 Unrealized @ Report Date
NUVWQ NUVO GROUP LTD 11.5000EXP10/23/2028 0.0%
Value $3,000 Shares 155,682 Share Price $0.02 Est. Cost/Share $0.02 Unrealized @ Report Date
AOGOW AROGO CAP -CW23 EQUITY 0.0%
Value $3,000 Shares 100,000 Share Price $0.03 Est. Cost/Share $0.06 Unrealized @ Report Date
26 CAPITAL ACQ-A EQUITY 0.0%
Value $3,000 Shares 15,000 Share Price $0.20 Est. Cost/Share $10.93 Unrealized @ Report Date
SHFSW NORTHERN LIGHTS ACQUIS -CW22 0.0%
Value $3,000 Shares 54,050 Share Price $0.06 Est. Cost/Share $0.13 Unrealized @ Report Date
TLGWF TLGY ACQUISI -23 EQUITY 0.0%
Value $3,000 Shares 50,000 Share Price $0.06 Est. Cost/Share $0.08 Unrealized @ Report Date
ICUCW ICU 26JAN26 287.5 C 0.0%
Value $3,000 Shares 64,658 Share Price $0.05 Est. Cost/Share $0.09 Unrealized @ Report Date
COOTW COOTW 21MAR29 11.5 C 0.0%
Value $2,000 Shares 103,000 Share Price $0.02 Est. Cost/Share $0.02 Unrealized @ Report Date
DUET ACQUISITION CORP (U.S.) 0.0%
Value $2,000 Shares 150,000 Share Price $0.01 Est. Cost/Share $0.03 Unrealized @ Report Date
GLOBAL BLK-CW27 EQUITY 0.0%
Value $2,000 Shares 125,000 Share Price $0.02 Est. Cost/Share $0.06 Unrealized @ Report Date
BANNIX ACQUISITION CORP-CW23 0.0%
Value $2,000 Shares 97,000 Share Price $0.02 Est. Cost/Share $0.47 Unrealized @ Report Date
OCEAW AESTHER HC -CW23 EQUITY 0.0%
Value $2,000 Shares 40,000 Share Price $0.05 Est. Cost/Share $0.28 Unrealized @ Report Date
IGTAW INCEPTION GR -23 EQUITY 0.0%
Value $2,000 Shares 37,500 Share Price $0.05 Est. Cost/Share $0.03 Unrealized @ Report Date
FORLW WTS/FOUR LEAF ACQUISITION CORPORATION 11.5000EXP05 0.0%
Value $2,000 Shares 35,000 Share Price $0.06 Est. Cost/Share $0.06 Unrealized @ Report Date
RDZNW VAHANNA TCH-CW24 EQUITY 0.0%
Value $2,000 Shares 50,000 Share Price $0.04 Est. Cost/Share $0.04 Unrealized @ Report Date
PRSTW PRESTO AUTOMATION INC (U.S.) 0.0%
Value $2,000 Shares 57,004 Share Price $0.04 Est. Cost/Share $0.04 Unrealized @ Report Date
WTS/CETUS CAP ACQUISITION CORP EXP12/31/2099 0.0%
Value $1,000 Shares 42,000 Share Price $0.02 Est. Cost/Share $0.02 Unrealized @ Report Date
MAQCW EQUITY UNCOVERED AMERICAN CALL 0.0%
Value $1,000 Shares 51,998 Share Price $0.02 Est. Cost/Share Unrealized @ Report Date
WINVW WINVEST ACQUISITION -CW23 0.0%
Value $1,000 Shares 50,000 Share Price $0.02 Est. Cost/Share $0.02 Unrealized @ Report Date
IXQWF IX ACQUIS -CW26 EQUITY 0.0%
Value $1,000 Shares 15,000 Share Price $0.07 Est. Cost/Share $0.07 Unrealized @ Report Date
APLMW APOLLOMICS IN-27 EQUITY 0.0%
Value $1,000 Shares 74,000 Share Price $0.01 Est. Cost/Share $0.11 Unrealized @ Report Date
NOVA VISION ACQUISIT -CW28 0.0%
Value $1,000 Shares 35,000 Share Price $0.03 Est. Cost/Share $0.03 Unrealized @ Report Date
GRRRW GORILLA TECHNOLOGY GROUP-CW 0.0%
Value $1,000 Shares 24,100 Share Price $0.04 Est. Cost/Share $0.37 Unrealized @ Report Date
IMAQW INT MEDIA -CW28 EQUITY 0.0%
Value $1,000 Shares 78,664 Share Price $0.01 Est. Cost/Share $0.04 Unrealized @ Report Date
COEPW BULL HORN HOLDINGS CORP-CW25 0.0%
Value $1,000 Shares 55,122 Share Price $0.02 Est. Cost/Share $0.06 Unrealized @ Report Date
DFLIW CHARDAN NEXTECH ACQUISI-CW27 0.0%
Value $1,000 Shares 31,250 Share Price $0.03 Est. Cost/Share $0.48 Unrealized @ Report Date
HOVRW NEW HORIZON AIRCRAFT LTD 11.5000EXP04/03/2028 0.0%
Value $1,000 Shares 45,000 Share Price $0.02 Est. Cost/Share $0.04 Unrealized @ Report Date
EXCELFIN A -CW23 EQUITY 0.0%
Value $1,000 Shares 36,779 Share Price $0.03 Est. Cost/Share $0.08 Unrealized @ Report Date
LSBWF YS BIOPHARMA LAKESHORE BIOPHARMA CO LTD 0.0%
Value $1,000 Shares 12,210 Share Price $0.08 Est. Cost/Share $0.16 Unrealized @ Report Date
RMCOW ROYALTY MANAGEMENT HOLDING C 0.0%
Value $1,000 Shares 49,952 Share Price $0.02 Est. Cost/Share $0.17 Unrealized @ Report Date
DISTOKEN ACQU-28 EQUITY 0.0%
Value $1,000 Shares 75,000 Share Price $0.01 Est. Cost/Share $0.05 Unrealized @ Report Date
VISION SEN -CW23 EQUITY 0.0%
Value $1,000 Shares 18,750 Share Price $0.05 Est. Cost/Share $0.05 Unrealized @ Report Date
ACHARI VENTURES HOLDIN -CW23 0.0%
Value $1,000 Shares 50,000 Share Price $0.02 Est. Cost/Share $0.06 Unrealized @ Report Date
WTS/BELLEVUE LIFE SCNCS AQSTN CORP 0.0%
Value $1,000 Shares 30,000 Share Price $0.03 Est. Cost/Share Unrealized @ Report Date
AETHERIUM ACQUISITION A -28 0.0%
Value $0 Shares 113,334 Share Price $0.00 Est. Cost/Share $0.14 Unrealized @ Report Date
PBMWW WTS/PSYENCE BIOMEDIC LTD EXP 01/25/2029 0.0%
Value $0 Shares 17,500 Share Price $0.00 Est. Cost/Share $0.06 Unrealized @ Report Date
ZAPWF ZAPP ELECTRIC VEHICLES GROUP LTD (U.S.) 0.0%
Value $0 Shares 12,500 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
RELATIVITY -CW27 EQUITY 0.0%
Value $0 Shares 250,000 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
AWINW PONO CAP -CW22 EQUITY 0.0%
Value $0 Shares 45,000 Share Price $0.00 Est. Cost/Share $0.07 Unrealized @ Report Date
PMVCW PMV CONSUMER ACQUISIT -CW27 0.0%
Value $0 Shares 53,739 Share Price $0.00 Est. Cost/Share $0.11 Unrealized @ Report Date
PHP VENTURES ACQUISITION-RTS 0.0%
Value $0 Shares 70,000 Share Price $0.00 Est. Cost/Share $0.13 Unrealized @ Report Date
PHP VENTURES ACQUISITI -CW22 0.0%
Value $0 Shares 35,000 Share Price $0.00 Est. Cost/Share $0.20 Unrealized @ Report Date
VIVEON HEALTH ACQUISITION CORP 0.0%
Value $0 Shares 72,409 Share Price $0.00 Est. Cost/Share $0.08 Unrealized @ Report Date
LIBERTY RE -CW22 EQUITY 0.0%
Value $0 Shares 50,000 Share Price $0.00 Est. Cost/Share $0.06 Unrealized @ Report Date
ALSET CAP-CW27 EQUITY 0.0%
Value $0 Shares 72,500 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
LIGHTNING EMOTORS INC 0.0%
Value $0 Shares 14,244 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
GNRUQ GREENROSE HOLDING CO INC/THE 0.0%
Value $0 Shares 11,785 Share Price $0.00 Est. Cost/Share $10.48 Unrealized @ Report Date
BRZHR BREEZE HOLDINGS ACQUISITION CORP 0.0%
Value $0 Shares 37,560 Share Price $0.00 Est. Cost/Share $0.19 Unrealized @ Report Date
FORTUNE RI -CW23 EQUITY 0.0%
Value $0 Shares 20,000 Share Price $0.00 Est. Cost/Share $0.05 Unrealized @ Report Date
FIRST REPUBLIC BANK 0.0%
Value $0 Shares 15,000 Share Price $0.00 Est. Cost/Share $0.07 Unrealized @ Report Date