Perfromance Wealth Partners, LLC Diversified Active

CIK: 0001908765 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 13, 2023

Total Value ($000): $2,176,034 (100.0% shares, 0.0% debt)

Holdings (185)

AAPL APPLE INC 36.2%
Value ($000) $787,006 Shares 4,113,346 Est. Cost $154.71 Unrealized +11.2%
VUG VANGUARD INDEX FDS 14.0%
Value ($000) $305,434 Shares 1,078,815 Est. Cost $312.63 Unrealized
MSFT MICROSOFT CORP 6.4%
Value ($000) $139,943 Shares 413,848 Est. Cost $313.41 Unrealized -2.0%
AMZN AMAZON COM INC 6.1%
Value ($000) $131,778 Shares 1,010,719 Est. Cost $127.47 Unrealized -10.4%
GOOG ALPHABET INC 4.8%
Value ($000) $105,148 Shares 857,443 Est. Cost $112.46 Unrealized +2.2%
VIG VANGUARD SPECIALIZED FUNDS 4.0%
Value ($000) $87,531 Shares 541,819 Est. Cost $168.70 Unrealized
VYM VANGUARD WHITEHALL FDS 2.7%
Value ($000) $57,842 Shares 544,957 Est. Cost $104.63 Unrealized
VTV VANGUARD INDEX FDS 2.4%
Value ($000) $53,288 Shares 375,160 Est. Cost $144.27 Unrealized
V VISA INC 2.3%
Value ($000) $49,235 Shares 205,616 Est. Cost $208.13 Unrealized +7.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $36,723 Shares 107,516 Est. Cost $293.04 Unrealized +11.4%
VBK VANGUARD INDEX FDS 1.6%
Value ($000) $34,189 Shares 150,075 Est. Cost $281.79 Unrealized
GS GOLDMAN SACHS GROUP INC 1.2%
Value ($000) $25,934 Shares 81,030 Est. Cost $349.48 Unrealized -11.9%
ABT ABBOTT LABS 0.7%
Value ($000) $15,624 Shares 145,512 Est. Cost $118.69 Unrealized -14.5%
BX BLACKSTONE INC 0.7%
Value ($000) $14,908 Shares 160,453 Est. Cost $116.12 Unrealized -31.0%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $14,733 Shares 101,859 Est. Cost $144.34 Unrealized -10.2%
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $12,435 Shares 170,971 Est. Cost $74.81 Unrealized
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $12,243 Shares 22,626 Est. Cost $487.55 Unrealized -0.1%
ZTS ZOETIS INC 0.5%
Value ($000) $11,655 Shares 68,824 Est. Cost $210.50 Unrealized -20.1%
MCD MCDONALDS CORP 0.5%
Value ($000) $10,312 Shares 34,731 Est. Cost $236.43 Unrealized +15.5%
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $9,904 Shares 117,113 Est. Cost $82.00 Unrealized
NKE NIKE INC 0.4%
Value ($000) $8,881 Shares 82,922 Est. Cost $151.92 Unrealized -26.7%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $8,535 Shares 52,426 Est. Cost $153.08 Unrealized -2.7%
SBUX STARBUCKS CORP 0.4%
Value ($000) $7,981 Shares 81,057 Est. Cost $102.21 Unrealized -4.8%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $7,599 Shares 57,758 Est. Cost $132.14 Unrealized
WMT WALMART INC 0.3%
Value ($000) $7,560 Shares 47,816 Est. Cost $45.38 Unrealized +7.9%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $7,327 Shares 16,534 Est. Cost $474.95 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $6,672 Shares 33,747 Est. Cost $189.81 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $6,601 Shares 29,224 Est. Cost $187.75 Unrealized +13.8%
ABBV ABBVIE INC 0.3%
Value ($000) $6,503 Shares 47,254 Est. Cost $101.71 Unrealized +31.5%
NOBL PROSHARES TR 0.3%
Value ($000) $6,233 Shares 66,482 Est. Cost $90.49 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $6,225 Shares 13,367 Est. Cost $318.16 Unrealized +29.3%
KO COCA COLA CO 0.3%
Value ($000) $5,694 Shares 93,292 Est. Cost $55.50 Unrealized +3.3%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.3%
Value ($000) $5,538 Shares 18,909 Est. Cost $567.76 Unrealized -50.6%
DXCM DEXCOM INC 0.2%
Value ($000) $5,206 Shares 40,651 Est. Cost $107.52 Unrealized +12.5%
MRK MERCK & CO INC 0.2%
Value ($000) $4,851 Shares 42,661 Est. Cost $87.86 Unrealized +18.9%
CORP PIMCO ETF TR 0.2%
Value ($000) $4,803 Shares 51,143 Est. Cost $112.76 Unrealized
STIP ISHARES TR 0.2%
Value ($000) $4,799 Shares 49,514 Est. Cost $98.31 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $4,440 Shares 20,198 Est. Cost $211.45 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $4,356 Shares 17,791 Est. Cost $202.03 Unrealized +5.8%
AGG ISHARES TR 0.2%
Value ($000) $4,335 Shares 44,631 Est. Cost $114.08 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $4,094 Shares 33,625 Est. Cost $111.70 Unrealized +2.3%
IJK ISHARES TR 0.2%
Value ($000) $3,945 Shares 52,924 Est. Cost $85.26 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $3,846 Shares 47,621 Est. Cost $83.29 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $3,637 Shares 12,876 Est. Cost $291.70 Unrealized -31.4%
SCHP SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,613 Shares 69,608 Est. Cost $52.38 Unrealized
VTIP VANGUARD MALVERN FDS 0.2%
Value ($000) $3,584 Shares 76,229 Est. Cost $49.65 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $3,476 Shares 14,123 Est. Cost $213.87 Unrealized +2.7%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $3,429 Shares 63,447 Est. Cost $52.80 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $3,221 Shares 20,131 Est. Cost $115.52 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $3,154 Shares 6,694 Est. Cost $435.11 Unrealized +6.8%
TIP ISHARES TR 0.1%
Value ($000) $3,099 Shares 29,104 Est. Cost $129.20 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $2,989 Shares 7,806 Est. Cost $298.27 Unrealized +10.1%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,928 Shares 43,915 Est. Cost $71.28 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $2,915 Shares 21,092 Est. Cost $140.46 Unrealized -6.8%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $2,794 Shares 38,799 Est. Cost $84.08 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $2,783 Shares 8,956 Est. Cost $303.53 Unrealized -8.9%
IWS ISHARES TR 0.1%
Value ($000) $2,481 Shares 22,602 Est. Cost $122.38 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $2,358 Shares 22,053 Est. Cost $99.10 Unrealized +0.5%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $2,254 Shares 5,535 Est. Cost $384.13 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $2,166 Shares 5,119 Est. Cost $30.94 Unrealized +7.2%
CME CME GROUP INC 0.1%
Value ($000) $2,164 Shares 11,773 Est. Cost $184.82 Unrealized -9.9%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $2,103 Shares 11,250 Est. Cost $102.02 Unrealized +94.2%
HYMB SPDR SER TR 0.1%
Value ($000) $2,048 Shares 81,805 Est. Cost $45.15 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,983 Shares 26,367 Est. Cost $75.46 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $1,909 Shares 3,876 Est. Cost $575.74 Unrealized -16.8%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1,776 Shares 12,487 Est. Cost $137.90 Unrealized -11.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,471 Shares 22,721 Est. Cost $57.75 Unrealized +2.1%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,426 Shares 9,365 Est. Cost $115.08 Unrealized
BP BP PLC 0.1%
Value ($000) $1,384 Shares 39,200 Est. Cost $28.55 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $1,374 Shares 6,000 Est. Cost $227.72 Unrealized -13.9%
IWF ISHARES TR 0.1%
Value ($000) $1,343 Shares 4,877 Est. Cost $301.35 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,314 Shares 11,542 Est. Cost $122.60 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,214 Shares 3,278 Est. Cost $362.19 Unrealized
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $1,139 Shares 2,373 Est. Cost $392.61 Unrealized +24.8%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,090 Shares 6,174 Est. Cost $165.98 Unrealized -4.2%
INMD INMODE LTD 0.0%
Value ($000) $1,083 Shares 28,818 Est. Cost $76.61 Unrealized -54.4%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $1,045 Shares 6,646 Est. Cost $168.88 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $1,020 Shares 9,595 Est. Cost $113.54 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $986 Shares 2,212 Est. Cost $470.03 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $984 Shares 10,814 Est. Cost $106.04 Unrealized -18.0%
HYG ISHARES TR 0.0%
Value ($000) $978 Shares 13,155 Est. Cost $87.00 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $977 Shares 4,434 Est. Cost $231.39 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $948 Shares 2,263 Est. Cost $379.54 Unrealized 0.0%
META META PLATFORMS INC 0.0%
Value ($000) $883 Shares 3,000 Est. Cost $194.43 Unrealized +26.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $874 Shares 5,738 Est. Cost $133.57 Unrealized +5.8%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $864 Shares 6,435 Est. Cost $106.76 Unrealized +10.6%
IWM ISHARES TR 0.0%
Value ($000) $838 Shares 4,512 Est. Cost $222.48 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $833 Shares 12,100 Est. Cost $199.99 Unrealized -66.0%
LQD ISHARES TR 0.0%
Value ($000) $824 Shares 7,718 Est. Cost $132.42 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $787 Shares 5,608 Est. Cost $166.06 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $765 Shares 10,500 Est. Cost $83.05 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $734 Shares 3,061 Est. Cost $291.73 Unrealized
GRBK GREEN BRICK PARTNERS INC 0.0%
Value ($000) $711 Shares 13,000 Est. Cost $26.24 Unrealized +77.4%
GLW CORNING INC 0.0%
Value ($000) $691 Shares 19,750 Est. Cost $33.28 Unrealized -8.1%
EVH EVOLENT HEALTH INC 0.0%
Value ($000) $683 Shares 23,385 Est. Cost $31.62 Unrealized +2.3%
IJJ ISHARES TR 0.0%
Value ($000) $673 Shares 6,308 Est. Cost $110.74 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $649 Shares 8,233 Est. Cost $75.77 Unrealized +7.9%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $646 Shares 1,719 Est. Cost $313.51 Unrealized +17.7%
LITHIUM AMERS CORP NEW 0.0%
Value ($000) $638 Shares 31,000 Est. Cost $26.12 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $608 Shares 6,000 Est. Cost $107.49 Unrealized -13.7%
IJR ISHARES TR 0.0%
Value ($000) $587 Shares 5,941 Est. Cost $114.55 Unrealized
JOE ST JOE CO 0.0%
Value ($000) $578 Shares 11,838 Est. Cost $48.48 Unrealized -10.1%
BAC BANK AMERICA CORP 0.0%
Value ($000) $572 Shares 19,675 Est. Cost $40.94 Unrealized -35.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $557 Shares 1,600 Est. Cost $311.60 Unrealized +8.1%
WSO WATSCO INC 0.0%
Value ($000) $552 Shares 1,460 Est. Cost $293.75 Unrealized +15.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $550 Shares 4,692 Est. Cost $132.53 Unrealized -18.3%
PEP PEPSICO INC 0.0%
Value ($000) $549 Shares 2,945 Est. Cost $144.17 Unrealized +18.3%
HDV ISHARES TR 0.0%
Value ($000) $547 Shares 5,422 Est. Cost $100.99 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $526 Shares 4,622 Est. Cost $138.90 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $524 Shares 8,496 Est. Cost $42.94 Unrealized +44.1%
ROST ROSS STORES INC 0.0%
Value ($000) $517 Shares 4,678 Est. Cost $103.96 Unrealized -1.7%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $516 Shares 1,664 Est. Cost $343.31 Unrealized -18.5%
PEB PEBBLEBROOK HOTEL TR 0.0%
Value ($000) $514 Shares 36,388 Est. Cost $20.66 Unrealized
RMD RESMED INC 0.0%
Value ($000) $511 Shares 2,361 Est. Cost $211.24 Unrealized +2.9%
CRM SALESFORCE INC 0.0%
Value ($000) $507 Shares 2,371 Est. Cost $166.88 Unrealized +20.9%
PFE PFIZER INC 0.0%
Value ($000) $504 Shares 13,814 Est. Cost $38.49 Unrealized -13.7%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $499 Shares 5,629 Est. Cost $73.79 Unrealized +4.6%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $499 Shares 5,302 Est. Cost $64.28 Unrealized +21.4%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $498 Shares 10,893 Est. Cost $47.99 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $496 Shares 16,061 Est. Cost $39.41 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $470 Shares 1,072 Est. Cost $404.72 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $459 Shares 4,024 Est. Cost $119.38 Unrealized -12.9%
REVANCE THERAPEUTICS INC 0.0%
Value ($000) $457 Shares 18,500 Est. Cost $19.82 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $446 Shares 3,648 Est. Cost $129.07 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $443 Shares 1,704 Est. Cost $281.70 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $429 Shares 2,076 Est. Cost $185.07 Unrealized -5.1%
ORCL ORACLE CORP 0.0%
Value ($000) $427 Shares 3,685 Est. Cost $88.28 Unrealized +13.7%
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $425 Shares 2,760 Est. Cost $158.35 Unrealized -14.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $405 Shares 1,569 Est. Cost $86.62 Unrealized +20.1%
IWD ISHARES TR 0.0%
Value ($000) $404 Shares 2,561 Est. Cost $157.63 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $396 Shares 1,801 Est. Cost $206.86 Unrealized -1.7%
SCI SERVICE CORP INTL 0.0%
Value ($000) $385 Shares 6,000 Est. Cost $66.35 Unrealized +0.7%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $366 Shares 1,700 Est. Cost $219.79 Unrealized -6.9%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $363 Shares 6,774 Est. Cost $50.05 Unrealized -2.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $362 Shares 782 Est. Cost $318.26 Unrealized +35.6%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $359 Shares 11,614 Est. Cost $30.91 Unrealized
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $335 Shares 3,236 Est. Cost $89.86 Unrealized +6.4%
AIVL WISDOMTREE TR 0.0%
Value ($000) $316 Shares 3,400 Est. Cost $101.18 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $316 Shares 1,403 Est. Cost $180.39 Unrealized +9.6%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $314 Shares 1,826 Est. Cost $200.58 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $312 Shares 1,935 Est. Cost $156.80 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $304 Shares 1,765 Est. Cost $169.89 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $303 Shares 1,546 Est. Cost $200.00 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $295 Shares 12,258 Est. Cost $24.07 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $288 Shares 3,876 Est. Cost $98.03 Unrealized -28.3%
IRM IRON MTN INC DEL 0.0%
Value ($000) $285 Shares 4,889 Est. Cost $40.12 Unrealized +24.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $283 Shares 3,253 Est. Cost $79.38 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $283 Shares 361 Est. Cost $489.47 Unrealized +37.5%
DIS DISNEY WALT CO 0.0%
Value ($000) $280 Shares 3,121 Est. Cost $155.47 Unrealized -40.5%
IYR ISHARES TR 0.0%
Value ($000) $280 Shares 3,195 Est. Cost $116.20 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $270 Shares 1,517 Est. Cost $183.22 Unrealized
LGLV SPDR SER TR 0.0%
Value ($000) $266 Shares 1,900 Est. Cost $126.06 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $259 Shares 884 Est. Cost $237.35 Unrealized +17.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $257 Shares 5,595 Est. Cost $32.79 Unrealized +11.5%
CMI CUMMINS INC 0.0%
Value ($000) $255 Shares 1,050 Est. Cost $205.83 Unrealized +3.4%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $251 Shares 24,495 Est. Cost $10.50 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $249 Shares 1,591 Est. Cost $143.24 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $248 Shares 1,380 Est. Cost $166.49 Unrealized -7.2%
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $246 Shares 2,200 Est. Cost $119.66 Unrealized +7.6%
ECL ECOLAB INC 0.0%
Value ($000) $241 Shares 1,310 Est. Cost $150.99 Unrealized +10.8%
MS MORGAN STANLEY 0.0%
Value ($000) $240 Shares 2,798 Est. Cost $86.77 Unrealized -9.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $239 Shares 2,570 Est. Cost $87.29 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $235 Shares 2,167 Est. Cost $79.83 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $235 Shares 415 Est. Cost $99.98 Unrealized 0.0%
FLOT ISHARES TR 0.0%
Value ($000) $232 Shares 4,579 Est. Cost $50.56 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $231 Shares 5,107 Est. Cost $73.17 Unrealized -44.3%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $230 Shares 1,399 Est. Cost $164.64 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $229 Shares 2,380 Est. Cost $115.10 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $226 Shares 1,645 Est. Cost $112.73 Unrealized +11.6%
SPLUNK INC 0.0%
Value ($000) $224 Shares 2,110 Est. Cost $95.88 Unrealized
PLNT PLANET FITNESS INC 0.0%
Value ($000) $223 Shares 3,377 Est. Cost $79.87 Unrealized -10.2%
BUSE FIRST BUSEY CORP 0.0%
Value ($000) $220 Shares 11,039 Est. Cost $22.18 Unrealized -23.2%
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $218 Shares 4,453 Est. Cost $48.99 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $212 Shares 1,602 Est. Cost $203.66 Unrealized -33.7%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $212 Shares 710 Est. Cost $272.09 Unrealized 0.0%
ASO ACADEMY SPORTS & OUTDOORS IN 0.0%
Value ($000) $211 Shares 3,900 Est. Cost $46.49 Unrealized +20.8%
PTLO PORTILLOS INC 0.0%
Value ($000) $210 Shares 9,400 Est. Cost $20.84 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $206 Shares 508 Est. Cost $388.70 Unrealized -5.4%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $202 Shares 5,398 Est. Cost $40.18 Unrealized -22.3%
F FORD MTR CO DEL 0.0%
Value ($000) $196 Shares 12,770 Est. Cost $10.84 Unrealized -1.4%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $107 Shares 10,000 Est. Cost $9.54 Unrealized -2.3%
LYFT LYFT INC 0.0%
Value ($000) $102 Shares 10,000 Est. Cost $12.08 Unrealized -20.4%
NOTV INOTIV INC 0.0%
Value ($000) $100 Shares 20,000 Est. Cost $5.52 Unrealized 0.0%
EB EVENTBRITE INC 0.0%
Value ($000) $93 Shares 10,000 Est. Cost $8.25 Unrealized -4.6%
TERRAN ORBITAL CORPORATION 0.0%
Value ($000) $43 Shares 30,000 Est. Cost $1.43 Unrealized