Meridian Wealth Advisors, LLC Diversified Active

CIK: 0001768095 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value ($000): $400,179 (100.0% shares, 0.0% debt)

Holdings (178)

IVV ISHARES TR 10.0%
Value ($000) $39,831 Shares 92,754 Est. Cost $331.85 Unrealized
XOM EXXON MOBIL CORP 7.8%
Value ($000) $31,033 Shares 263,929 Est. Cost $57.99 Unrealized +74.2%
AAPL APPLE INC 4.4%
Value ($000) $17,765 Shares 103,763 Est. Cost $103.17 Unrealized +75.7%
MSFT MICROSOFT CORP 4.1%
Value ($000) $16,337 Shares 51,741 Est. Cost $130.60 Unrealized +148.5%
SPY SPDR S&P 500 ETF TR 3.4%
Value ($000) $13,652 Shares 31,935 Est. Cost $325.14 Unrealized
IAU ISHARES GOLD TR 3.3%
Value ($000) $13,237 Shares 378,320 Est. Cost $34.01 Unrealized
USMV ISHARES TR 3.0%
Value ($000) $11,907 Shares 164,513 Est. Cost $59.63 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.4%
Value ($000) $9,696 Shares 62,400 Est. Cost $115.19 Unrealized
AMZN AMAZON COM INC 2.1%
Value ($000) $8,390 Shares 66,003 Est. Cost $118.72 Unrealized +12.9%
PTLC PACER FDS TR 2.1%
Value ($000) $8,246 Shares 206,366 Est. Cost $30.77 Unrealized
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $7,548 Shares 52,048 Est. Cost $109.74 Unrealized +29.7%
GOOGL ALPHABET INC 1.8%
Value ($000) $7,013 Shares 53,591 Est. Cost $107.85 Unrealized +19.1%
MDY SPDR S&P MIDCAP 400 ETF TR 1.6%
Value ($000) $6,258 Shares 13,705 Est. Cost $367.60 Unrealized
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $5,906 Shares 11,714 Est. Cost $293.87 Unrealized +59.9%
ETN EATON CORP PLC 1.4%
Value ($000) $5,639 Shares 26,438 Est. Cost $106.31 Unrealized +97.3%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $5,569 Shares 9,858 Est. Cost $349.19 Unrealized +52.4%
V VISA INC 1.3%
Value ($000) $5,356 Shares 23,286 Est. Cost $179.65 Unrealized +31.5%
HD HOME DEPOT INC 1.3%
Value ($000) $5,231 Shares 17,314 Est. Cost $221.65 Unrealized +36.7%
VO VANGUARD INDEX FDS 1.3%
Value ($000) $5,201 Shares 24,976 Est. Cost $210.71 Unrealized
MRK MERCK & CO INC 1.2%
Value ($000) $4,911 Shares 47,698 Est. Cost $65.49 Unrealized +52.4%
ADBE ADOBE INC 1.1%
Value ($000) $4,398 Shares 8,625 Est. Cost $379.82 Unrealized +38.1%
VEA VANGUARD TAX-MANAGED FDS 1.1%
Value ($000) $4,335 Shares 99,145 Est. Cost $44.68 Unrealized
MPC MARATHON PETE CORP 1.1%
Value ($000) $4,319 Shares 28,536 Est. Cost $47.92 Unrealized +176.8%
ORLY OREILLY AUTOMOTIVE INC 1.1%
Value ($000) $4,294 Shares 4,725 Est. Cost $32.70 Unrealized +91.8%
UNP UNION PAC CORP 1.1%
Value ($000) $4,291 Shares 21,072 Est. Cost $172.09 Unrealized +19.8%
TT TRANE TECHNOLOGIES PLC 1.1%
Value ($000) $4,284 Shares 21,112 Est. Cost $137.92 Unrealized +41.9%
SDY SPDR SER TR 1.1%
Value ($000) $4,253 Shares 36,980 Est. Cost $109.56 Unrealized
LLY ELI LILLY & CO 1.0%
Value ($000) $3,850 Shares 7,167 Est. Cost $189.28 Unrealized +167.7%
CRM SALESFORCE INC 0.9%
Value ($000) $3,760 Shares 18,541 Est. Cost $171.18 Unrealized +24.7%
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $3,497 Shares 21,330 Est. Cost $88.02 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.9%
Value ($000) $3,485 Shares 31,676 Est. Cost $96.91 Unrealized +14.7%
SPGI S&P GLOBAL INC 0.9%
Value ($000) $3,405 Shares 9,319 Est. Cost $367.11 Unrealized +5.1%
DVN DEVON ENERGY CORP NEW 0.8%
Value ($000) $3,385 Shares 70,964 Est. Cost $25.26 Unrealized +82.7%
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $3,319 Shares 74,861 Est. Cost $36.65 Unrealized +13.2%
PIONEER NAT RES CO 0.8%
Value ($000) $3,278 Shares 14,281 Est. Cost $157.16 Unrealized
ALL ALLSTATE CORP 0.8%
Value ($000) $3,198 Shares 28,704 Est. Cost $97.53 Unrealized +6.2%
DEO DIAGEO PLC 0.7%
Value ($000) $2,944 Shares 19,735 Est. Cost $169.91 Unrealized
IQV IQVIA HLDGS INC 0.7%
Value ($000) $2,770 Shares 14,079 Est. Cost $185.64 Unrealized +17.0%
DIVO AMPLIFY ETF TR 0.7%
Value ($000) $2,697 Shares 77,669 Est. Cost $35.76 Unrealized
APD AIR PRODS & CHEMS INC 0.7%
Value ($000) $2,650 Shares 9,349 Est. Cost $219.95 Unrealized +25.0%
FISV FISERV INC 0.7%
Value ($000) $2,631 Shares 23,294 Est. Cost $103.43 Unrealized +19.1%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $2,476 Shares 5,692 Est. Cost $20.60 Unrealized +117.4%
GOOG ALPHABET INC 0.6%
Value ($000) $2,356 Shares 17,866 Est. Cost $109.83 Unrealized +17.5%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,333 Shares 14,979 Est. Cost $130.13 Unrealized +17.8%
STE STERIS PLC 0.6%
Value ($000) $2,314 Shares 10,548 Est. Cost $189.05 Unrealized +17.1%
INHIBRX INC 0.6%
Value ($000) $2,244 Shares 122,315 Est. Cost $27.52 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $2,203 Shares 8,198 Est. Cost $166.01 Unrealized +39.7%
PEP PEPSICO INC 0.5%
Value ($000) $2,147 Shares 12,669 Est. Cost $127.69 Unrealized +30.9%
BAC BANK AMERICA CORP 0.5%
Value ($000) $2,069 Shares 75,561 Est. Cost $26.65 Unrealized +4.4%
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $2,031 Shares 12,349 Est. Cost $198.70 Unrealized -15.6%
EL LAUDER ESTEE COS INC 0.5%
Value ($000) $1,988 Shares 13,752 Est. Cost $209.16 Unrealized -24.0%
IWF ISHARES TR 0.5%
Value ($000) $1,975 Shares 7,426 Est. Cost $157.72 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.5%
Value ($000) $1,925 Shares 27,779 Est. Cost $90.74 Unrealized -11.4%
KEYS KEYSIGHT TECHNOLOGIES INC 0.5%
Value ($000) $1,886 Shares 14,253 Est. Cost $155.30 Unrealized -4.6%
WMT WALMART INC 0.4%
Value ($000) $1,651 Shares 10,325 Est. Cost $33.79 Unrealized +53.3%
IVW ISHARES TR 0.4%
Value ($000) $1,612 Shares 23,560 Est. Cost $71.17 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,459 Shares 10,002 Est. Cost $114.34 Unrealized +26.0%
CALAMOS STRATEGIC TOTAL RETU 0.3%
Value ($000) $1,368 Shares 97,222 Est. Cost $11.74 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,329 Shares 7,194 Est. Cost $144.58 Unrealized +20.3%
LOW LOWES COS INC 0.3%
Value ($000) $1,293 Shares 6,220 Est. Cost $166.48 Unrealized +29.1%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,287 Shares 23,933 Est. Cost $40.57 Unrealized +24.0%
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $1,227 Shares 5,220 Est. Cost $188.78 Unrealized
SITIO ROYALTIES CORP 0.3%
Value ($000) $1,224 Shares 50,571 Est. Cost $28.85 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,221 Shares 1,470 Est. Cost $32.39 Unrealized +159.2%
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $1,217 Shares 12,120 Est. Cost $62.21 Unrealized +64.2%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,214 Shares 2,968 Est. Cost $324.58 Unrealized +27.9%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,192 Shares 4,523 Est. Cost $179.71 Unrealized +50.0%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $1,190 Shares 43,471 Est. Cost $24.80 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,158 Shares 16,206 Est. Cost $109.35 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,151 Shares 2,907 Est. Cost $340.11 Unrealized +16.5%
KO COCA COLA CO 0.3%
Value ($000) $1,131 Shares 20,200 Est. Cost $44.64 Unrealized +24.8%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,123 Shares 6,659 Est. Cost $86.20 Unrealized +69.1%
PTMC PACER FDS TR 0.2%
Value ($000) $979 Shares 31,037 Est. Cost $29.61 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $967 Shares 9,216 Est. Cost $103.74 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $958 Shares 5,585 Est. Cost $159.24 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $951 Shares 4,566 Est. Cost $128.35 Unrealized +53.3%
NKE NIKE INC 0.2%
Value ($000) $898 Shares 9,394 Est. Cost $102.00 Unrealized -3.7%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $890 Shares 8,653 Est. Cost $65.90 Unrealized +64.7%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $874 Shares 4,990 Est. Cost $149.66 Unrealized +18.2%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $857 Shares 61,071 Est. Cost $4.68 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $839 Shares 5,978 Est. Cost $100.93 Unrealized +30.5%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $837 Shares 1,654 Est. Cost $486.46 Unrealized +8.7%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $791 Shares 2,904 Est. Cost $143.42 Unrealized +93.4%
BLACKROCK INC 0.2%
Value ($000) $769 Shares 1,189 Est. Cost $571.50 Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $763 Shares 3,075 Est. Cost $229.67 Unrealized -4.1%
IWB ISHARES TR 0.2%
Value ($000) $738 Shares 3,143 Est. Cost $140.26 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $733 Shares 7,568 Est. Cost $80.93 Unrealized +24.1%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $702 Shares 1,786 Est. Cost $364.41 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $685 Shares 6,166 Est. Cost $114.30 Unrealized -3.7%
PFE PFIZER INC 0.2%
Value ($000) $682 Shares 20,566 Est. Cost $34.40 Unrealized -11.1%
RTX RTX CORPORATION 0.2%
Value ($000) $662 Shares 9,202 Est. Cost $72.67 Unrealized +11.8%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $657 Shares 9,460 Est. Cost $49.02 Unrealized +37.1%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $650 Shares 2,701 Est. Cost $127.62 Unrealized +81.1%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $640 Shares 2,352 Est. Cost $227.76 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $622 Shares 2,073 Est. Cost $184.32 Unrealized +62.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $596 Shares 2,808 Est. Cost $187.02 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $591 Shares 1,650 Est. Cost $284.08 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $589 Shares 4,575 Est. Cost $87.49 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $576 Shares 2,878 Est. Cost $147.47 Unrealized +22.2%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $573 Shares 3,605 Est. Cost $107.49 Unrealized +47.8%
BX BLACKSTONE INC 0.1%
Value ($000) $561 Shares 5,235 Est. Cost $54.49 Unrealized +78.8%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $538 Shares 2,750 Est. Cost $118.55 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $522 Shares 15,748 Est. Cost $26.80 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $514 Shares 3,297 Est. Cost $124.91 Unrealized +21.4%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $496 Shares 4,895 Est. Cost $68.03 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $485 Shares 1,581 Est. Cost $223.30 Unrealized +36.3%
TJX TJX COS INC NEW 0.1%
Value ($000) $480 Shares 5,397 Est. Cost $50.31 Unrealized +69.6%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $478 Shares 2,076 Est. Cost $125.48 Unrealized +83.3%
KRP KIMBELL RTY PARTNERS LP 0.1%
Value ($000) $461 Shares 28,800 Est. Cost $16.00 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $441 Shares 2,740 Est. Cost $102.12 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $439 Shares 6,293 Est. Cost $65.69 Unrealized -1.7%
T AT&T INC 0.1%
Value ($000) $438 Shares 29,168 Est. Cost $16.26 Unrealized -20.3%
MDT MEDTRONIC PLC 0.1%
Value ($000) $425 Shares 5,430 Est. Cost $89.46 Unrealized -13.0%
STWD STARWOOD PPTY TR INC 0.1%
Value ($000) $424 Shares 21,924 Est. Cost $20.30 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $398 Shares 2,290 Est. Cost $168.54 Unrealized +5.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $392 Shares 2,841 Est. Cost $95.23 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $387 Shares 2,597 Est. Cost $112.28 Unrealized +41.5%
IUSG ISHARES TR 0.1%
Value ($000) $386 Shares 4,075 Est. Cost $53.85 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $383 Shares 2,704 Est. Cost $132.29 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $382 Shares 3,950 Est. Cost $57.30 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $378 Shares 2,488 Est. Cost $86.82 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $376 Shares 1,605 Est. Cost $87.29 Unrealized +35.6%
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $367 Shares 1,882 Est. Cost $189.24 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $357 Shares 11,011 Est. Cost $39.56 Unrealized -26.7%
ORCL ORACLE CORP 0.1%
Value ($000) $356 Shares 3,360 Est. Cost $70.55 Unrealized +59.9%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $353 Shares 851 Est. Cost $278.84 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $350 Shares 2,456 Est. Cost $70.53 Unrealized +104.6%
IWM ISHARES TR 0.1%
Value ($000) $346 Shares 1,956 Est. Cost $179.96 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $342 Shares 3,851 Est. Cost $139.48 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $334 Shares 2,788 Est. Cost $43.50 Unrealized +148.0%
EOG EOG RES INC 0.1%
Value ($000) $329 Shares 2,597 Est. Cost $63.90 Unrealized +83.4%
IWD ISHARES TR 0.1%
Value ($000) $321 Shares 2,114 Est. Cost $116.74 Unrealized
ICLN ISHARES TR 0.1%
Value ($000) $319 Shares 21,801 Est. Cost $15.40 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $316 Shares 5,450 Est. Cost $51.69 Unrealized +5.1%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $316 Shares 1,622 Est. Cost $194.85 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $314 Shares 4,951 Est. Cost $57.97 Unrealized 0.0%
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $313 Shares 13,902 Est. Cost $24.72 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $312 Shares 10,355 Est. Cost $30.15 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $311 Shares 1,634 Est. Cost $125.21 Unrealized +47.4%
GDX VANECK ETF TRUST 0.1%
Value ($000) $311 Shares 11,549 Est. Cost $35.17 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $310 Shares 1,240 Est. Cost $174.45 Unrealized +47.3%
SM SM ENERGY CO 0.1%
Value ($000) $306 Shares 7,720 Est. Cost $18.65 Unrealized +90.9%
NOW SERVICENOW INC 0.1%
Value ($000) $302 Shares 540 Est. Cost $70.95 Unrealized +60.8%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $300 Shares 1,937 Est. Cost $69.44 Unrealized +93.2%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $295 Shares 1,937 Est. Cost $143.13 Unrealized +9.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $294 Shares 232 Est. Cost $1026.85 Unrealized +23.9%
KLAC KLA CORP 0.1%
Value ($000) $287 Shares 625 Est. Cost $337.92 Unrealized +38.9%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $284 Shares 2,310 Est. Cost $160.87 Unrealized -28.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $278 Shares 3,197 Est. Cost $99.63 Unrealized
LBRT LIBERTY ENERGY INC 0.1%
Value ($000) $274 Shares 14,800 Est. Cost $6.98 Unrealized +136.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $273 Shares 1,001 Est. Cost $206.59 Unrealized +26.6%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $270 Shares 1,073 Est. Cost $219.66 Unrealized +13.5%
NVS NOVARTIS AG 0.1%
Value ($000) $265 Shares 2,601 Est. Cost $90.72 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $262 Shares 3,810 Est. Cost $51.62 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $262 Shares 7,365 Est. Cost $44.47 Unrealized -23.1%
PLD PROLOGIS INC. 0.1%
Value ($000) $254 Shares 2,264 Est. Cost $100.19 Unrealized +12.8%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $254 Shares 1,269 Est. Cost $149.35 Unrealized +32.6%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $253 Shares 15,827 Est. Cost $19.30 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $249 Shares 3,524 Est. Cost $64.53 Unrealized
CSX CSX CORP 0.1%
Value ($000) $237 Shares 7,700 Est. Cost $27.75 Unrealized +10.2%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $233 Shares 902 Est. Cost $240.82 Unrealized +7.3%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $230 Shares 2,223 Est. Cost $103.32 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $228 Shares 3,979 Est. Cost $63.56 Unrealized +1.4%
ABBV ABBVIE INC 0.1%
Value ($000) $223 Shares 1,494 Est. Cost $106.83 Unrealized +26.7%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $221 Shares 1,831 Est. Cost $111.57 Unrealized +5.5%
EFAV ISHARES TR 0.1%
Value ($000) $221 Shares 3,390 Est. Cost $73.37 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $214 Shares 2,272 Est. Cost $94.64 Unrealized
EQIX EQUINIX INC 0.1%
Value ($000) $210 Shares 289 Est. Cost $662.35 Unrealized +11.1%
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $206 Shares 5,250 Est. Cost $42.86 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $204 Shares 2,259 Est. Cost $90.40 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $203 Shares 80 Est. Cost $2509.45 Unrealized 0.0%
RBBN RIBBON COMMUNICATIONS INC 0.0%
Value ($000) $174 Shares 64,866 Est. Cost $2.92 Unrealized 0.0%
IVZ INVESCO LTD 0.0%
Value ($000) $157 Shares 10,798 Est. Cost $13.12 Unrealized +9.4%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $132 Shares 17,936 Est. Cost $7.35 Unrealized
PUMP PROPETRO HLDG CORP 0.0%
Value ($000) $106 Shares 10,000 Est. Cost $7.81 Unrealized +27.0%
RSVR RESERVOIR MEDIA INC 0.0%
Value ($000) $61 Shares 10,000 Est. Cost $5.71 Unrealized -1.8%
BGC BGC GROUP INC 0.0%
Value ($000) $59 Shares 11,100 Est. Cost $4.88 Unrealized 0.0%
TFF PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 11,577 Est. Cost $0.69 Unrealized