CATALYST FINANCIAL PARTNERS LLC Diversified Active

CIK: 0001927537 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 11, 2023

Total Value ($000): $233,555 (100.0% shares, 0.0% debt)

Holdings (181)

IVV ISHARES TR 13.7%
Value ($000) $32,065 Shares 78,001 Est. Cost $386.91 Unrealized
IEFA ISHARES TR 8.7%
Value ($000) $20,270 Shares 303,210 Est. Cost $61.80 Unrealized
IVE ISHARES TR 4.4%
Value ($000) $10,237 Shares 67,456 Est. Cost $146.03 Unrealized
IJH ISHARES TR 4.3%
Value ($000) $10,158 Shares 40,607 Est. Cost $242.38 Unrealized
AAPL APPLE INC 4.1%
Value ($000) $9,540 Shares 57,853 Est. Cost $141.35 Unrealized +2.9%
IJR ISHARES TR 4.0%
Value ($000) $9,330 Shares 96,488 Est. Cost $94.90 Unrealized
AGG ISHARES TR 3.6%
Value ($000) $8,487 Shares 85,180 Est. Cost $97.70 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $6,702 Shares 23,245 Est. Cost $236.04 Unrealized +5.7%
SUB ISHARES TR 2.5%
Value ($000) $5,801 Shares 55,420 Est. Cost $104.38 Unrealized
BND VANGUARD BD INDEX FDS 2.5%
Value ($000) $5,796 Shares 78,504 Est. Cost $72.03 Unrealized
IEMG ISHARES INC 2.3%
Value ($000) $5,367 Shares 109,996 Est. Cost $47.05 Unrealized
SPY SPDR S&P 500 ETF TR 2.1%
Value ($000) $4,955 Shares 12,103 Est. Cost $384.66 Unrealized
MUB ISHARES TR 2.0%
Value ($000) $4,659 Shares 43,240 Est. Cost $105.52 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.8%
Value ($000) $4,173 Shares 54,745 Est. Cost $75.46 Unrealized
KMB KIMBERLY-CLARK CORP 1.5%
Value ($000) $3,582 Shares 26,686 Est. Cost $112.73 Unrealized +3.1%
EFA ISHARES TR 1.1%
Value ($000) $2,604 Shares 36,408 Est. Cost $65.64 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $2,534 Shares 24,529 Est. Cost $98.45 Unrealized -1.9%
GOOG ALPHABET INC 1.0%
Value ($000) $2,388 Shares 22,966 Est. Cost $94.79 Unrealized +1.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $2,231 Shares 7,226 Est. Cost $299.38 Unrealized +2.9%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $2,210 Shares 20,155 Est. Cost $96.48 Unrealized +3.8%
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $2,064 Shares 7,429 Est. Cost $16.46 Unrealized +31.3%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $2,027 Shares 13,079 Est. Cost $155.62 Unrealized -5.0%
GOOGL ALPHABET INC 0.7%
Value ($000) $1,747 Shares 16,841 Est. Cost $94.44 Unrealized +0.8%
MRK MERCK & CO INC 0.7%
Value ($000) $1,714 Shares 16,113 Est. Cost $95.77 Unrealized +3.0%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,706 Shares 11,472 Est. Cost $130.06 Unrealized +2.4%
IWR ISHARES TR 0.7%
Value ($000) $1,599 Shares 22,862 Est. Cost $67.62 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,479 Shares 9,279 Est. Cost $137.28 Unrealized +0.6%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,372 Shares 2,903 Est. Cost $497.28 Unrealized -8.0%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,284 Shares 9,855 Est. Cost $118.40 Unrealized +8.2%
LLY LILLY ELI & CO 0.5%
Value ($000) $1,154 Shares 3,359 Est. Cost $345.17 Unrealized -4.4%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,140 Shares 6,990 Est. Cost $151.58 Unrealized -2.1%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $1,082 Shares 11,125 Est. Cost $82.53 Unrealized +5.4%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,066 Shares 8,355 Est. Cost $109.26 Unrealized +6.5%
CSCO CISCO SYS INC 0.4%
Value ($000) $1,037 Shares 19,845 Est. Cost $42.46 Unrealized +5.6%
V VISA INC 0.4%
Value ($000) $1,037 Shares 4,599 Est. Cost $198.77 Unrealized +9.6%
KO COCA COLA CO 0.4%
Value ($000) $960 Shares 15,471 Est. Cost $54.96 Unrealized +0.8%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $954 Shares 5,129 Est. Cost $156.36 Unrealized +3.2%
SHV ISHARES TR 0.4%
Value ($000) $922 Shares 8,343 Est. Cost $109.92 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $909 Shares 4,287 Est. Cost $124.88 Unrealized +35.4%
DVY ISHARES TR 0.4%
Value ($000) $868 Shares 7,405 Est. Cost $119.06 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $852 Shares 4,107 Est. Cost $184.82 Unrealized -5.6%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $834 Shares 5,828 Est. Cost $120.47 Unrealized +4.6%
WMT WALMART INC 0.4%
Value ($000) $830 Shares 5,626 Est. Cost $45.67 Unrealized +0.3%
AVGO BROADCOM INC 0.4%
Value ($000) $821 Shares 1,279 Est. Cost $49.06 Unrealized +17.4%
CAT CATERPILLAR INC 0.4%
Value ($000) $819 Shares 3,579 Est. Cost $208.07 Unrealized +10.8%
SCZ ISHARES TR 0.3%
Value ($000) $811 Shares 13,623 Est. Cost $56.48 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $796 Shares 4,368 Est. Cost $160.60 Unrealized -1.2%
PFE PFIZER INC 0.3%
Value ($000) $781 Shares 19,131 Est. Cost $39.08 Unrealized -6.5%
VT VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $774 Shares 8,401 Est. Cost $86.19 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $751 Shares 7,670 Est. Cost $88.37 Unrealized +4.4%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $735 Shares 16,263 Est. Cost $41.97 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $719 Shares 2,572 Est. Cost $246.17 Unrealized +1.8%
LOW LOWES COS INC 0.3%
Value ($000) $717 Shares 3,584 Est. Cost $189.92 Unrealized +1.2%
INTC INTEL CORP 0.3%
Value ($000) $710 Shares 21,747 Est. Cost $26.70 Unrealized +3.1%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $690 Shares 3,557 Est. Cost $154.23 Unrealized +2.5%
HD HOME DEPOT INC 0.3%
Value ($000) $684 Shares 2,318 Est. Cost $281.48 Unrealized +1.1%
SBUX STARBUCKS CORP 0.3%
Value ($000) $656 Shares 6,297 Est. Cost $92.87 Unrealized +4.5%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $648 Shares 1,782 Est. Cost $326.70 Unrealized +9.4%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $646 Shares 16,608 Est. Cost $31.52 Unrealized +3.7%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $639 Shares 16,853 Est. Cost $31.20 Unrealized +11.0%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $637 Shares 2,218 Est. Cost $264.69 Unrealized +2.1%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $617 Shares 15,277 Est. Cost $38.98 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $598 Shares 2,995 Est. Cost $148.16 Unrealized +12.6%
DHR DANAHER CORPORATION 0.3%
Value ($000) $595 Shares 2,360 Est. Cost $228.13 Unrealized -1.8%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $594 Shares 7,711 Est. Cost $73.66 Unrealized -4.1%
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $588 Shares 11,600 Est. Cost $49.49 Unrealized
BLACKROCK INC 0.2%
Value ($000) $579 Shares 866 Est. Cost $686.14 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $543 Shares 3,170 Est. Cost $146.94 Unrealized +9.0%
MO ALTRIA GROUP INC 0.2%
Value ($000) $529 Shares 11,858 Est. Cost $35.52 Unrealized +2.2%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $528 Shares 1,063 Est. Cost $469.29 Unrealized +0.4%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $518 Shares 7,433 Est. Cost $58.19 Unrealized +5.0%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $474 Shares 3,855 Est. Cost $94.50 Unrealized +18.4%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $464 Shares 2,190 Est. Cost $218.48 Unrealized -0.8%
ABT ABBOTT LABS 0.2%
Value ($000) $463 Shares 4,576 Est. Cost $97.79 Unrealized +2.3%
TGT TARGET CORP 0.2%
Value ($000) $456 Shares 2,751 Est. Cost $148.63 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $455 Shares 790 Est. Cost $528.55 Unrealized +5.7%
BAC BANK AMERICA CORP 0.2%
Value ($000) $451 Shares 15,775 Est. Cost $31.71 Unrealized -3.6%
CCI CROWN CASTLE INC 0.2%
Value ($000) $450 Shares 3,362 Est. Cost $117.52 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $445 Shares 8,496 Est. Cost $73.32 Unrealized -4.2%
NKE NIKE INC 0.2%
Value ($000) $439 Shares 3,578 Est. Cost $99.84 Unrealized +16.9%
LINDE PLC 0.2%
Value ($000) $432 Shares 1,216 Est. Cost $327.55 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $420 Shares 1,471 Est. Cost $263.49 Unrealized -0.8%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $416 Shares 6,001 Est. Cost $65.14 Unrealized -5.6%
HON HONEYWELL INTL INC 0.2%
Value ($000) $412 Shares 2,155 Est. Cost $178.39 Unrealized -1.0%
MS MORGAN STANLEY 0.2%
Value ($000) $411 Shares 4,684 Est. Cost $79.00 Unrealized +7.4%
IWN ISHARES TR 0.2%
Value ($000) $410 Shares 2,995 Est. Cost $138.67 Unrealized
DE DEERE & CO 0.2%
Value ($000) $406 Shares 984 Est. Cost $388.70 Unrealized +2.2%
MPC MARATHON PETE CORP 0.2%
Value ($000) $406 Shares 3,008 Est. Cost $106.44 Unrealized +10.5%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $401 Shares 2,113 Est. Cost $183.54 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $400 Shares 3,491 Est. Cost $104.30 Unrealized 0.0%
NOW SERVICENOW INC 0.2%
Value ($000) $399 Shares 859 Est. Cost $78.30 Unrealized +11.2%
D DOMINION ENERGY INC 0.2%
Value ($000) $397 Shares 7,105 Est. Cost $50.58 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $396 Shares 1,027 Est. Cost $323.26 Unrealized +9.9%
DEO DIAGEO PLC 0.2%
Value ($000) $392 Shares 2,162 Est. Cost $181.18 Unrealized
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $390 Shares 1,272 Est. Cost $293.16 Unrealized +7.3%
EXC EXELON CORP 0.2%
Value ($000) $389 Shares 9,287 Est. Cost $35.27 Unrealized +6.1%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $385 Shares 4,026 Est. Cost $49.75 Unrealized +32.5%
EEM ISHARES TR 0.2%
Value ($000) $378 Shares 9,586 Est. Cost $37.90 Unrealized
JNK SPDR SER TR 0.2%
Value ($000) $375 Shares 4,035 Est. Cost $90.00 Unrealized
JEF JEFFERIES FINL GROUP INC 0.2%
Value ($000) $374 Shares 11,789 Est. Cost $30.12 Unrealized +9.6%
TMUS T-MOBILE US INC 0.2%
Value ($000) $367 Shares 2,536 Est. Cost $138.91 Unrealized +0.8%
ORCL ORACLE CORP 0.2%
Value ($000) $366 Shares 3,944 Est. Cost $75.15 Unrealized +12.8%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $353 Shares 1,452 Est. Cost $200.10 Unrealized +8.8%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $353 Shares 3,597 Est. Cost $66.63 Unrealized +22.1%
FAST FASTENAL CO 0.2%
Value ($000) $352 Shares 6,518 Est. Cost $23.90 Unrealized 0.0%
HESS CORP 0.1%
Value ($000) $340 Shares 2,567 Est. Cost $141.82 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $339 Shares 6,245 Est. Cost $60.38 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $338 Shares 398 Est. Cost $53.87 Unrealized +1.7%
NFLX NETFLIX INC 0.1%
Value ($000) $337 Shares 976 Est. Cost $28.05 Unrealized +18.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $337 Shares 127 Est. Cost $1900.72 Unrealized +26.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $335 Shares 4,034 Est. Cost $71.14 Unrealized +5.0%
IR INGERSOLL RAND INC 0.1%
Value ($000) $333 Shares 5,720 Est. Cost $50.89 Unrealized +10.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $326 Shares 4,038 Est. Cost $73.62 Unrealized +1.2%
TJX TJX COS INC NEW 0.1%
Value ($000) $320 Shares 4,084 Est. Cost $70.72 Unrealized +7.0%
CME CME GROUP INC 0.1%
Value ($000) $319 Shares 1,664 Est. Cost $153.14 Unrealized +5.8%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $311 Shares 2,776 Est. Cost $105.44 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $310 Shares 6,128 Est. Cost $59.01 Unrealized -14.3%
SYY SYSCO CORP 0.1%
Value ($000) $307 Shares 3,978 Est. Cost $73.76 Unrealized -4.2%
PLD PROLOGIS INC. 0.1%
Value ($000) $304 Shares 2,440 Est. Cost $101.50 Unrealized +10.3%
WAB WABTEC 0.1%
Value ($000) $303 Shares 2,995 Est. Cost $93.96 Unrealized +7.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $301 Shares 3,118 Est. Cost $85.26 Unrealized +3.4%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $299 Shares 7,055 Est. Cost $36.09 Unrealized +12.5%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $294 Shares 1,322 Est. Cost $228.99 Unrealized -7.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $294 Shares 2,961 Est. Cost $109.22 Unrealized -8.9%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $292 Shares 1,586 Est. Cost $159.96 Unrealized +10.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $292 Shares 3,924 Est. Cost $85.94 Unrealized -12.5%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $291 Shares 1,378 Est. Cost $203.81 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $289 Shares 1,467 Est. Cost $170.53 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $286 Shares 1,181 Est. Cost $238.35 Unrealized -6.0%
T AT&T INC 0.1%
Value ($000) $283 Shares 14,696 Est. Cost $15.28 Unrealized +7.1%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $283 Shares 1,107 Est. Cost $243.99 Unrealized +1.0%
INTU INTUIT 0.1%
Value ($000) $276 Shares 618 Est. Cost $391.20 Unrealized +3.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $274 Shares 580 Est. Cost $427.79 Unrealized +1.3%
IVW ISHARES TR 0.1%
Value ($000) $274 Shares 4,283 Est. Cost $63.89 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $274 Shares 1,644 Est. Cost $144.43 Unrealized +10.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $264 Shares 806 Est. Cost $321.61 Unrealized +0.6%
AON AON PLC 0.1%
Value ($000) $262 Shares 832 Est. Cost $285.70 Unrealized +6.1%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $259 Shares 3,294 Est. Cost $87.71 Unrealized -9.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $258 Shares 1,971 Est. Cost $122.82 Unrealized -1.7%
FTNT FORTINET INC 0.1%
Value ($000) $255 Shares 3,835 Est. Cost $56.85 Unrealized 0.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $251 Shares 881 Est. Cost $257.74 Unrealized 0.0%
CTAS CINTAS CORP 0.1%
Value ($000) $251 Shares 542 Est. Cost $105.48 Unrealized +1.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $250 Shares 2,495 Est. Cost $98.50 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $249 Shares 4,980 Est. Cost $43.30 Unrealized +8.8%
CSX CSX CORP 0.1%
Value ($000) $249 Shares 8,315 Est. Cost $29.47 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $248 Shares 539 Est. Cost $484.45 Unrealized -6.0%
ICSH ISHARES TR 0.1%
Value ($000) $246 Shares 4,902 Est. Cost $50.04 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $245 Shares 11,800 Est. Cost $20.53 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $244 Shares 986 Est. Cost $223.22 Unrealized +4.0%
BA BOEING CO 0.1%
Value ($000) $244 Shares 1,148 Est. Cost $207.77 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $244 Shares 2,908 Est. Cost $74.27 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $242 Shares 1,736 Est. Cost $114.84 Unrealized +7.1%
CB CHUBB LIMITED 0.1%
Value ($000) $239 Shares 1,232 Est. Cost $199.93 Unrealized +1.4%
VOYA VOYA FINANCIAL INC 0.1%
Value ($000) $239 Shares 3,341 Est. Cost $59.95 Unrealized +9.4%
GHYB GOLDMAN SACHS ETF TR 0.1%
Value ($000) $237 Shares 5,450 Est. Cost $41.91 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $236 Shares 749 Est. Cost $299.93 Unrealized 0.0%
SHY ISHARES TR 0.1%
Value ($000) $235 Shares 2,855 Est. Cost $82.16 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $233 Shares 655 Est. Cost $367.20 Unrealized -3.0%
MET METLIFE INC 0.1%
Value ($000) $228 Shares 3,938 Est. Cost $65.10 Unrealized -5.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $226 Shares 1,372 Est. Cost $160.00 Unrealized 0.0%
PJP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $223 Shares 2,940 Est. Cost $78.60 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $223 Shares 4,432 Est. Cost $54.24 Unrealized +0.8%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $222 Shares 1,363 Est. Cost $153.18 Unrealized -4.4%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $222 Shares 946 Est. Cost $43.29 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $220 Shares 477 Est. Cost $492.49 Unrealized -10.2%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $217 Shares 629 Est. Cost $343.70 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $214 Shares 5,238 Est. Cost $39.99 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $208 Shares 1,033 Est. Cost $189.39 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $207 Shares 1,057 Est. Cost $209.29 Unrealized -8.2%
FISV FISERV INC 0.1%
Value ($000) $206 Shares 1,822 Est. Cost $110.00 Unrealized 0.0%
DXCM DEXCOM INC 0.1%
Value ($000) $205 Shares 1,762 Est. Cost $111.94 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $203 Shares 3,364 Est. Cost $57.76 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $202 Shares 636 Est. Cost $302.16 Unrealized 0.0%
HUBS HUBSPOT INC 0.1%
Value ($000) $202 Shares 471 Est. Cost $364.93 Unrealized 0.0%
EQIX EQUINIX INC 0.1%
Value ($000) $202 Shares 280 Est. Cost $662.35 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $202 Shares 987 Est. Cost $186.71 Unrealized +1.5%
GLOBALSTAR INC 0.1%
Value ($000) $190 Shares 163,687 Est. Cost $1.33 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $163 Shares 10,206 Est. Cost $13.49 Unrealized +7.3%
F FORD MTR CO DEL 0.1%
Value ($000) $136 Shares 10,806 Est. Cost $10.07 Unrealized +1.3%
DMAC DIAMEDICA THERAPEUTICS INC 0.0%
Value ($000) $38 Shares 25,110 Est. Cost $1.45 Unrealized +9.5%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $33 Shares 12,360 Est. Cost $4.03 Unrealized 0.0%