Invst, LLC Diversified Active

CIK: 0001867587 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 12, 2022

Total Value ($000): $607,929 (100.0% shares, 0.0% debt)

Holdings (187)

IVV ISHARES TR 8.3%
Value ($000) $50,371 Shares 125,952 Est. Cost $396.99 Unrealized
SPINNAKER ETF SERIES 7.1%
Value ($000) $43,229 Shares 4,479,638 Est. Cost $9.93 Unrealized
BIL SPDR SER TR 5.1%
Value ($000) $30,978 Shares 338,812 Est. Cost $91.41 Unrealized
VTV VANGUARD INDEX FDS 4.8%
Value ($000) $29,315 Shares 210,690 Est. Cost $139.32 Unrealized
TIP ISHARES TR 4.5%
Value ($000) $27,655 Shares 234,918 Est. Cost $118.46 Unrealized
IJH ISHARES TR 4.3%
Value ($000) $26,092 Shares 109,177 Est. Cost $238.99 Unrealized
SCHG SCHWAB STRATEGIC TR 4.0%
Value ($000) $24,154 Shares 398,119 Est. Cost $73.52 Unrealized
QQQ INVESCO QQQ TR 3.9%
Value ($000) $23,751 Shares 79,928 Est. Cost $299.33 Unrealized
VNQ VANGUARD INDEX FDS 3.6%
Value ($000) $22,131 Shares 231,740 Est. Cost $91.68 Unrealized
VBK VANGUARD INDEX FDS 3.0%
Value ($000) $18,001 Shares 89,184 Est. Cost $228.84 Unrealized
ESGU ISHARES TR 2.7%
Value ($000) $16,421 Shares 185,421 Est. Cost $81.03 Unrealized
SCHE SCHWAB STRATEGIC TR 2.4%
Value ($000) $14,573 Shares 589,288 Est. Cost $27.67 Unrealized
XLE SELECT SECTOR SPDR TR 1.7%
Value ($000) $10,597 Shares 139,329 Est. Cost $52.09 Unrealized
VPU VANGUARD WORLD FDS 1.7%
Value ($000) $10,528 Shares 67,684 Est. Cost $155.55 Unrealized
SCHF SCHWAB STRATEGIC TR 1.7%
Value ($000) $10,192 Shares 312,556 Est. Cost $33.24 Unrealized
VHT VANGUARD WORLD FDS 1.6%
Value ($000) $10,015 Shares 43,537 Est. Cost $230.03 Unrealized
XLB SELECT SECTOR SPDR TR 1.6%
Value ($000) $10,009 Shares 122,274 Est. Cost $58.93 Unrealized
VGT VANGUARD WORLD FDS 1.6%
Value ($000) $9,449 Shares 27,221 Est. Cost $381.83 Unrealized
TSLA TESLA INC 1.5%
Value ($000) $9,141 Shares 11,614 Est. Cost $108.23 Unrealized +187.8%
AAPL APPLE INC 1.5%
Value ($000) $8,894 Shares 58,489 Est. Cost $104.47 Unrealized +57.8%
RDVY FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $8,548 Shares 190,878 Est. Cost $47.48 Unrealized
VBR VANGUARD INDEX FDS 1.3%
Value ($000) $7,863 Shares 49,208 Est. Cost $122.01 Unrealized
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $7,694 Shares 19,322 Est. Cost $346.36 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.3%
Value ($000) $7,606 Shares 151,004 Est. Cost $56.73 Unrealized
EFV ISHARES TR 1.2%
Value ($000) $7,572 Shares 164,078 Est. Cost $51.29 Unrealized
IUSB ISHARES TR 1.0%
Value ($000) $6,152 Shares 130,452 Est. Cost $52.47 Unrealized
CORP PIMCO ETF TR 1.0%
Value ($000) $6,116 Shares 62,817 Est. Cost $108.95 Unrealized
IEF ISHARES TR 1.0%
Value ($000) $5,891 Shares 57,841 Est. Cost $118.73 Unrealized
TLT ISHARES TR 0.9%
Value ($000) $5,303 Shares 46,247 Est. Cost $154.97 Unrealized
VTEB VANGUARD MUN BD FDS 0.7%
Value ($000) $4,496 Shares 90,810 Est. Cost $53.43 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $4,156 Shares 15,707 Est. Cost $149.21 Unrealized +95.3%
GOVT ISHARES TR 0.7%
Value ($000) $4,014 Shares 167,533 Est. Cost $26.50 Unrealized
EFG ISHARES TR 0.7%
Value ($000) $3,952 Shares 48,042 Est. Cost $91.16 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $3,886 Shares 1,786 Est. Cost $127.19 Unrealized +21.5%
TFI SPDR SER TR 0.6%
Value ($000) $3,544 Shares 77,866 Est. Cost $51.27 Unrealized
IJR ISHARES TR 0.6%
Value ($000) $3,468 Shares 36,038 Est. Cost $91.18 Unrealized
IYE ISHARES TR 0.5%
Value ($000) $3,297 Shares 82,129 Est. Cost $27.68 Unrealized
ESGE ISHARES INC 0.5%
Value ($000) $3,225 Shares 100,335 Est. Cost $34.35 Unrealized
CRM SALESFORCE COM INC 0.4%
Value ($000) $2,535 Shares 15,495 Est. Cost $201.15 Unrealized +5.7%
TGT TARGET CORP 0.4%
Value ($000) $2,449 Shares 10,924 Est. Cost $137.04 Unrealized +39.6%
GOOG ALPHABET INC 0.4%
Value ($000) $2,368 Shares 1,047 Est. Cost $71.33 Unrealized +89.2%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $2,111 Shares 6,834 Est. Cost $291.36 Unrealized +9.8%
COMT ISHARES U S ETF TR 0.3%
Value ($000) $2,104 Shares 51,766 Est. Cost $35.32 Unrealized
IXN ISHARES TR 0.3%
Value ($000) $2,093 Shares 42,788 Est. Cost $70.97 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,081 Shares 6,648 Est. Cost $213.31 Unrealized +51.6%
WMT WALMART INC 0.3%
Value ($000) $2,028 Shares 13,403 Est. Cost $41.91 Unrealized +6.4%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,982 Shares 881 Est. Cost $77.92 Unrealized +73.0%
VLUE ISHARES TR 0.3%
Value ($000) $1,907 Shares 19,394 Est. Cost $80.02 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,906 Shares 12,246 Est. Cost $111.49 Unrealized +27.5%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,868 Shares 3,744 Est. Cost $312.28 Unrealized +60.4%
SSO PROSHARES TR 0.3%
Value ($000) $1,865 Shares 36,954 Est. Cost $82.58 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,818 Shares 37,377 Est. Cost $35.87 Unrealized +18.4%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,750 Shares 9,866 Est. Cost $126.73 Unrealized +19.8%
HD HOME DEPOT INC 0.3%
Value ($000) $1,704 Shares 5,736 Est. Cost $242.89 Unrealized +29.3%
USMV ISHARES TR 0.3%
Value ($000) $1,638 Shares 22,972 Est. Cost $71.86 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $1,546 Shares 14,452 Est. Cost $133.68 Unrealized +5.7%
ABBV ABBVIE INC 0.2%
Value ($000) $1,482 Shares 9,816 Est. Cost $71.62 Unrealized +76.5%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,449 Shares 11,891 Est. Cost $97.83 Unrealized +36.6%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $1,446 Shares 8,823 Est. Cost $135.11 Unrealized +18.7%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $1,440 Shares 37,641 Est. Cost $32.07 Unrealized +18.1%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,383 Shares 8,591 Est. Cost $109.06 Unrealized +57.5%
COKE COCA COLA CONS INC 0.2%
Value ($000) $1,355 Shares 2,725 Est. Cost $26.60 Unrealized +94.0%
NKE NIKE INC 0.2%
Value ($000) $1,353 Shares 12,167 Est. Cost $105.70 Unrealized +24.8%
FDX FEDEX CORP 0.2%
Value ($000) $1,306 Shares 6,272 Est. Cost $184.51 Unrealized +17.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,260 Shares 17,143 Est. Cost $85.16 Unrealized +0.9%
META META PLATFORMS INC 0.2%
Value ($000) $1,195 Shares 6,089 Est. Cost $210.15 Unrealized +18.1%
TLH ISHARES TR 0.2%
Value ($000) $1,170 Shares 9,728 Est. Cost $139.66 Unrealized
BLACKROCK INC 0.2%
Value ($000) $1,157 Shares 1,911 Est. Cost $669.39 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,100 Shares 9,288 Est. Cost $48.78 Unrealized +57.8%
ATEC ALPHATEC HLDGS INC 0.2%
Value ($000) $1,037 Shares 127,187 Est. Cost $5.40 Unrealized +100.2%
KR KROGER CO 0.2%
Value ($000) $989 Shares 18,041 Est. Cost $29.85 Unrealized +52.9%
BA BOEING CO 0.2%
Value ($000) $988 Shares 7,414 Est. Cost $229.85 Unrealized -12.7%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $926 Shares 6,891 Est. Cost $112.10 Unrealized 0.0%
FALN ISHARES TR 0.1%
Value ($000) $910 Shares 35,413 Est. Cost $29.55 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $893 Shares 14,464 Est. Cost $24.38 Unrealized +113.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $857 Shares 15,508 Est. Cost $29.08 Unrealized +27.7%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $838 Shares 8,395 Est. Cost $59.86 Unrealized +38.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $837 Shares 5,258 Est. Cost $83.03 Unrealized +47.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $836 Shares 6,198 Est. Cost $98.13 Unrealized +56.5%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $831 Shares 3,201 Est. Cost $144.65 Unrealized +97.4%
NFLX NETFLIX INC 0.1%
Value ($000) $815 Shares 4,708 Est. Cost $51.50 Unrealized -19.2%
PFF ISHARES TR 0.1%
Value ($000) $802 Shares 24,555 Est. Cost $30.82 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $788 Shares 7,500 Est. Cost $66.47 Unrealized +41.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $786 Shares 9,301 Est. Cost $45.91 Unrealized +47.9%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $751 Shares 2,291 Est. Cost $294.25 Unrealized +19.5%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $726 Shares 6,863 Est. Cost $62.38 Unrealized +113.0%
GNMA ISHARES TR 0.1%
Value ($000) $712 Shares 15,618 Est. Cost $48.32 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $709 Shares 3,669 Est. Cost $151.36 Unrealized +33.9%
NTAP NETAPP INC 0.1%
Value ($000) $699 Shares 9,807 Est. Cost $49.52 Unrealized +59.7%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $678 Shares 127,900 Est. Cost $346.36 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $651 Shares 18,750 Est. Cost $19.49 Unrealized +31.0%
MUSA MURPHY USA INC 0.1%
Value ($000) $645 Shares 2,755 Est. Cost $176.15 Unrealized +4.6%
V VISA INC 0.1%
Value ($000) $644 Shares 3,337 Est. Cost $181.65 Unrealized +15.6%
MBB ISHARES TR 0.1%
Value ($000) $644 Shares 6,601 Est. Cost $109.29 Unrealized
ZION ZIONS BANCORPORATION N A 0.1%
Value ($000) $644 Shares 11,680 Est. Cost $46.92 Unrealized +45.8%
LAM RESEARCH CORP 0.1%
Value ($000) $643 Shares 1,437 Est. Cost $373.02 Unrealized
IRM IRON MTN INC NEW 0.1%
Value ($000) $637 Shares 12,014 Est. Cost $32.17 Unrealized +27.3%
USB US BANCORP DEL 0.1%
Value ($000) $603 Shares 12,190 Est. Cost $35.16 Unrealized +36.1%
TAN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $589 Shares 9,837 Est. Cost $28.43 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $586 Shares 32,753 Est. Cost $19.23 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $578 Shares 7,791 Est. Cost $54.72 Unrealized +7.3%
EIX EDISON INTL 0.1%
Value ($000) $575 Shares 8,211 Est. Cost $52.64 Unrealized +1.8%
LPX LOUISIANA PAC CORP 0.1%
Value ($000) $543 Shares 7,352 Est. Cost $68.59 Unrealized +0.5%
OGE OGE ENERGY CORP 0.1%
Value ($000) $535 Shares 13,639 Est. Cost $35.04 Unrealized +8.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $533 Shares 8,638 Est. Cost $58.80 Unrealized -6.2%
AMCOR PLC 0.1%
Value ($000) $532 Shares 42,168 Est. Cost $10.00 Unrealized -0.7%
PSX PHILLIPS 66 0.1%
Value ($000) $530 Shares 5,921 Est. Cost $64.99 Unrealized +12.1%
L LOEWS CORP 0.1%
Value ($000) $530 Shares 8,407 Est. Cost $56.39 Unrealized +7.2%
AM ANTERO MIDSTREAM CORP 0.1%
Value ($000) $522 Shares 52,814 Est. Cost $7.64 Unrealized +0.1%
FE FIRSTENERGY CORP 0.1%
Value ($000) $520 Shares 12,330 Est. Cost $32.61 Unrealized +10.7%
MGA MAGNA INTL INC 0.1%
Value ($000) $512 Shares 8,892 Est. Cost $45.58 Unrealized +41.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $506 Shares 1,041 Est. Cost $238.17 Unrealized +89.4%
PPL PPL CORP 0.1%
Value ($000) $504 Shares 17,522 Est. Cost $24.94 Unrealized -1.0%
LOW LOWES COS INC 0.1%
Value ($000) $493 Shares 2,512 Est. Cost $219.40 Unrealized -2.7%
JUNIPER NETWORKS INC 0.1%
Value ($000) $492 Shares 16,015 Est. Cost $26.94 Unrealized
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $485 Shares 14,940 Est. Cost $24.66 Unrealized +25.8%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $485 Shares 4,103 Est. Cost $94.10 Unrealized +21.6%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $481 Shares 2,838 Est. Cost $19.83 Unrealized +26.2%
UBSI UNITED BANKSHARES INC WEST V 0.1%
Value ($000) $472 Shares 13,495 Est. Cost $36.80 Unrealized -1.3%
AMRC AMERESCO INC 0.1%
Value ($000) $467 Shares 9,000 Est. Cost $63.07 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $460 Shares 10,482 Est. Cost $45.42 Unrealized
BRX BRIXMOR PPTY GROUP INC 0.1%
Value ($000) $457 Shares 19,536 Est. Cost $24.48 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $453 Shares 22,033 Est. Cost $17.06 Unrealized +16.6%
VOYA VOYA FINANCIAL INC 0.1%
Value ($000) $450 Shares 7,110 Est. Cost $61.10 Unrealized +3.3%
BX BLACKSTONE INC 0.1%
Value ($000) $448 Shares 4,635 Est. Cost $64.95 Unrealized +65.0%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $447 Shares 12,079 Est. Cost $37.55 Unrealized +1.7%
SLAB SILICON LABORATORIES INC 0.1%
Value ($000) $438 Shares 3,233 Est. Cost $181.22 Unrealized -11.8%
CEDAR FAIR L P 0.1%
Value ($000) $432 Shares 8,917 Est. Cost $47.92 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $431 Shares 32,755 Est. Cost $13.03 Unrealized +0.3%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $428 Shares 6,653 Est. Cost $29.31 Unrealized +2.6%
ALLY ALLY FINL INC 0.1%
Value ($000) $428 Shares 10,541 Est. Cost $39.11 Unrealized +4.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $426 Shares 5,305 Est. Cost $79.18 Unrealized +13.4%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $421 Shares 5,457 Est. Cost $78.72 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $417 Shares 4,222 Est. Cost $55.79 Unrealized +64.9%
DIOD DIODES INC 0.1%
Value ($000) $403 Shares 5,601 Est. Cost $100.04 Unrealized -9.0%
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value ($000) $401 Shares 35,927 Est. Cost $10.92 Unrealized -1.4%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $390 Shares 3,481 Est. Cost $132.71 Unrealized -4.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $366 Shares 971 Est. Cost $511.58 Unrealized -6.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $352 Shares 4,621 Est. Cost $49.40 Unrealized +15.1%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $350 Shares 957 Est. Cost $260.23 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $350 Shares 7,478 Est. Cost $49.91 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $347 Shares 1,749 Est. Cost $198.40 Unrealized
HAS HASBRO INC 0.1%
Value ($000) $322 Shares 3,639 Est. Cost $62.62 Unrealized +26.7%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $319 Shares 1,948 Est. Cost $91.56 Unrealized +90.2%
TDC TERADATA CORP DEL 0.1%
Value ($000) $317 Shares 9,200 Est. Cost $39.39 Unrealized +16.4%
IFRA ISHARES TR 0.1%
Value ($000) $312 Shares 8,616 Est. Cost $29.96 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $299 Shares 1,764 Est. Cost $84.64 Unrealized +99.6%
IYH ISHARES TR 0.0%
Value ($000) $299 Shares 1,137 Est. Cost $262.97 Unrealized
DOW DOW INC 0.0%
Value ($000) $298 Shares 4,471 Est. Cost $29.74 Unrealized +62.3%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $297 Shares 9,262 Est. Cost $15.31 Unrealized +95.5%
STIP ISHARES TR 0.0%
Value ($000) $292 Shares 2,835 Est. Cost $105.11 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $289 Shares 18,260 Est. Cost $9.87 Unrealized +51.5%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $282 Shares 1,878 Est. Cost $157.35 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $271 Shares 1,095 Est. Cost $229.19 Unrealized -0.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $267 Shares 3,097 Est. Cost $105.38 Unrealized +13.3%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $266 Shares 1,515 Est. Cost $112.61 Unrealized +29.4%
LIFE STORAGE INC 0.0%
Value ($000) $263 Shares 2,354 Est. Cost $104.50 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $253 Shares 2,423 Est. Cost $89.39 Unrealized +25.6%
ABT ABBOTT LABS 0.0%
Value ($000) $238 Shares 2,220 Est. Cost $103.68 Unrealized +11.3%
ETF MANAGERS TR 0.0%
Value ($000) $237 Shares 5,230 Est. Cost $46.54 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $235 Shares 4,833 Est. Cost $41.15 Unrealized +0.9%
KO COCA COLA CO 0.0%
Value ($000) $235 Shares 3,638 Est. Cost $54.06 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $230 Shares 5,784 Est. Cost $39.35 Unrealized +8.9%
BBY BEST BUY INC 0.0%
Value ($000) $228 Shares 2,503 Est. Cost $68.04 Unrealized +20.8%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $226 Shares 4,719 Est. Cost $27.83 Unrealized +38.9%
POWR ISHARES INC 0.0%
Value ($000) $222 Shares 9,981 Est. Cost $20.74 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $220 Shares 9,411 Est. Cost $47.13 Unrealized -23.3%
AMGN AMGEN INC 0.0%
Value ($000) $217 Shares 906 Est. Cost $187.27 Unrealized +8.6%
ATI PHYSICAL THERAPY INC 0.0%
Value ($000) $216 Shares 149,035 Est. Cost $2.40 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $215 Shares 473 Est. Cost $387.65 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $214 Shares 4,312 Est. Cost $61.02 Unrealized 0.0%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $204 Shares 7,585 Est. Cost $20.68 Unrealized +74.2%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $203 Shares 437 Est. Cost $553.21 Unrealized +6.1%
T AT&T INC 0.0%
Value ($000) $201 Shares 10,269 Est. Cost $15.44 Unrealized -3.4%
PEP PEPSICO INC 0.0%
Value ($000) $201 Shares 1,172 Est. Cost $148.42 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $201 Shares 21,177 Est. Cost $30.77 Unrealized -56.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $201 Shares 1,813 Est. Cost $89.19 Unrealized 0.0%
RENEWABLE ENERGY GROUP INC 0.0%
Value ($000) $201 Shares 3,290 Est. Cost $61.09 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $172 Shares 15,869 Est. Cost $5.82 Unrealized
COMP COMPASS INC 0.0%
Value ($000) $123 Shares 26,755 Est. Cost $7.87 Unrealized 0.0%
NMR NOMURA HLDGS INC 0.0%
Value ($000) $115 Shares 31,357 Est. Cost $4.29 Unrealized
MQ MARQETA INC 0.0%
Value ($000) $101 Shares 14,050 Est. Cost $11.61 Unrealized 0.0%
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $92 Shares 24,792 Est. Cost $14.49 Unrealized -65.9%
ESOA ENERGY SVCS ACQUISITION CORP 0.0%
Value ($000) $51 Shares 20,000 Est. Cost $2.83 Unrealized 0.0%
CONFORMIS INC 0.0%
Value ($000) $43 Shares 100,000 Est. Cost $0.93 Unrealized
AMARIN CORP PLC 0.0%
Value ($000) $15 Shares 11,500 Est. Cost $5.13 Unrealized
ZOMDF ZOMEDICA CORP 0.0%
Value ($000) $14 Shares 66,981 Est. Cost $0.53 Unrealized -37.9%