Meridian Wealth Advisors, LLC Diversified Active

CIK: 0001768095 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 6, 2024

Total Value ($000): $456,683 (100.0% shares, 0.0% debt)

Holdings (177)

IVV ISHARES TR 9.4%
Value ($000) $43,009 Shares 90,047 Est. Cost $331.85 Unrealized
XOM EXXON MOBIL CORP 5.8%
Value ($000) $26,436 Shares 264,414 Est. Cost $57.99 Unrealized +68.3%
AESI ATLAS ENERGY SOLUTIONS INC 4.8%
Value ($000) $21,795 Shares 1,265,675 Est. Cost $16.64 Unrealized 0.0%
AAPL APPLE INC 4.4%
Value ($000) $19,944 Shares 103,589 Est. Cost $103.17 Unrealized +77.2%
MSFT MICROSOFT CORP 4.3%
Value ($000) $19,734 Shares 52,479 Est. Cost $133.69 Unrealized +162.1%
IAU ISHARES GOLD TR 3.1%
Value ($000) $14,346 Shares 367,557 Est. Cost $34.01 Unrealized
SPY SPDR S&P 500 ETF TR 3.1%
Value ($000) $14,289 Shares 30,063 Est. Cost $325.14 Unrealized
USMV ISHARES TR 2.4%
Value ($000) $10,848 Shares 139,025 Est. Cost $59.63 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.3%
Value ($000) $10,628 Shares 62,373 Est. Cost $115.19 Unrealized
AMZN AMAZON COM INC 2.2%
Value ($000) $10,196 Shares 67,104 Est. Cost $119.07 Unrealized +17.7%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $9,020 Shares 53,029 Est. Cost $110.39 Unrealized +31.3%
PTLC PACER FDS TR 1.9%
Value ($000) $8,903 Shares 205,749 Est. Cost $30.77 Unrealized
GOOGL ALPHABET INC 1.6%
Value ($000) $7,091 Shares 50,762 Est. Cost $107.85 Unrealized +23.6%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $6,620 Shares 10,029 Est. Cost $353.01 Unrealized +62.5%
MDY SPDR S&P MIDCAP 400 ETF TR 1.4%
Value ($000) $6,594 Shares 12,996 Est. Cost $367.60 Unrealized
ETN EATON CORP PLC 1.4%
Value ($000) $6,405 Shares 26,595 Est. Cost $106.31 Unrealized +102.8%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $6,272 Shares 11,913 Est. Cost $297.50 Unrealized +71.9%
V VISA INC 1.4%
Value ($000) $6,235 Shares 23,950 Est. Cost $181.39 Unrealized +33.8%
HD HOME DEPOT INC 1.3%
Value ($000) $6,113 Shares 17,641 Est. Cost $222.99 Unrealized +31.7%
VO VANGUARD INDEX FDS 1.3%
Value ($000) $6,095 Shares 26,201 Est. Cost $211.74 Unrealized
MRK MERCK & CO INC 1.2%
Value ($000) $5,352 Shares 49,088 Est. Cost $66.38 Unrealized +45.8%
UNP UNION PAC CORP 1.2%
Value ($000) $5,285 Shares 21,515 Est. Cost $172.86 Unrealized +21.0%
ADBE ADOBE INC 1.2%
Value ($000) $5,268 Shares 8,830 Est. Cost $384.39 Unrealized +50.0%
TT TRANE TECHNOLOGIES PLC 1.2%
Value ($000) $5,266 Shares 21,593 Est. Cost $139.63 Unrealized +53.7%
CRM SALESFORCE INC 1.1%
Value ($000) $4,916 Shares 18,682 Est. Cost $171.18 Unrealized +30.6%
VEA VANGUARD TAX-MANAGED FDS 1.0%
Value ($000) $4,765 Shares 99,469 Est. Cost $44.68 Unrealized
INHIBRX INC 1.0%
Value ($000) $4,648 Shares 122,315 Est. Cost $27.52 Unrealized
ORLY OREILLY AUTOMOTIVE INC 1.0%
Value ($000) $4,562 Shares 4,802 Est. Cost $33.19 Unrealized +90.4%
MPC MARATHON PETE CORP 0.9%
Value ($000) $4,306 Shares 29,021 Est. Cost $49.49 Unrealized +186.9%
SPGI S&P GLOBAL INC 0.9%
Value ($000) $4,270 Shares 9,692 Est. Cost $367.93 Unrealized +5.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.9%
Value ($000) $4,229 Shares 32,932 Est. Cost $97.43 Unrealized +13.3%
LLY ELI LILLY & CO 0.9%
Value ($000) $4,179 Shares 7,169 Est. Cost $189.28 Unrealized +203.8%
ALL ALLSTATE CORP 0.9%
Value ($000) $4,170 Shares 29,793 Est. Cost $98.52 Unrealized +26.6%
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $4,106 Shares 21,331 Est. Cost $88.02 Unrealized
SDY SPDR SER TR 0.9%
Value ($000) $3,963 Shares 31,708 Est. Cost $109.56 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.8%
Value ($000) $3,531 Shares 23,951 Est. Cost $99.09 Unrealized +18.9%
IQV IQVIA HLDGS INC 0.8%
Value ($000) $3,435 Shares 14,847 Est. Cost $186.66 Unrealized +10.0%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $3,399 Shares 77,503 Est. Cost $36.77 Unrealized +9.0%
DVN DEVON ENERGY CORP NEW 0.7%
Value ($000) $3,327 Shares 73,452 Est. Cost $25.84 Unrealized +64.1%
PIONEER NAT RES CO 0.7%
Value ($000) $3,228 Shares 14,354 Est. Cost $157.16 Unrealized
FISV FISERV INC 0.7%
Value ($000) $3,204 Shares 24,120 Est. Cost $104.09 Unrealized +17.9%
DEO DIAGEO PLC 0.6%
Value ($000) $2,897 Shares 19,891 Est. Cost $169.91 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $2,830 Shares 5,714 Est. Cost $20.60 Unrealized +124.9%
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $2,608 Shares 9,524 Est. Cost $220.68 Unrealized +17.5%
AMT AMERICAN TOWER CORP NEW 0.6%
Value ($000) $2,576 Shares 11,933 Est. Cost $198.70 Unrealized -11.9%
BAC BANK AMERICA CORP 0.6%
Value ($000) $2,542 Shares 75,485 Est. Cost $26.65 Unrealized +3.6%
GOOG ALPHABET INC 0.6%
Value ($000) $2,530 Shares 17,950 Est. Cost $109.83 Unrealized +22.6%
STE STERIS PLC 0.5%
Value ($000) $2,482 Shares 11,288 Est. Cost $190.27 Unrealized +9.1%
AMGN AMGEN INC 0.5%
Value ($000) $2,361 Shares 8,198 Est. Cost $166.01 Unrealized +53.7%
DIVO AMPLIFY ETF TR 0.5%
Value ($000) $2,339 Shares 64,006 Est. Cost $35.76 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,326 Shares 14,838 Est. Cost $130.13 Unrealized +10.3%
IWF ISHARES TR 0.5%
Value ($000) $2,253 Shares 7,430 Est. Cost $157.72 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $2,152 Shares 12,669 Est. Cost $127.69 Unrealized +20.4%
EW EDWARDS LIFESCIENCES CORP 0.5%
Value ($000) $2,111 Shares 27,689 Est. Cost $90.74 Unrealized -23.3%
EL LAUDER ESTEE COS INC 0.4%
Value ($000) $1,920 Shares 13,128 Est. Cost $209.16 Unrealized -39.2%
IVW ISHARES TR 0.4%
Value ($000) $1,780 Shares 23,696 Est. Cost $71.17 Unrealized
WMT WALMART INC 0.3%
Value ($000) $1,575 Shares 9,991 Est. Cost $33.79 Unrealized +52.8%
AVGO BROADCOM INC 0.3%
Value ($000) $1,535 Shares 1,375 Est. Cost $32.39 Unrealized +184.7%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,510 Shares 7,199 Est. Cost $144.58 Unrealized +19.2%
CALAMOS STRATEGIC TOTAL RETU 0.3%
Value ($000) $1,446 Shares 97,222 Est. Cost $11.74 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1,441 Shares 6,476 Est. Cost $167.60 Unrealized +16.2%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,435 Shares 9,795 Est. Cost $114.34 Unrealized +23.0%
VTWO VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,420 Shares 17,506 Est. Cost $107.25 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $1,403 Shares 53,248 Est. Cost $25.08 Unrealized
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $1,351 Shares 12,120 Est. Cost $62.21 Unrealized +60.4%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,342 Shares 4,526 Est. Cost $179.71 Unrealized +43.9%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,312 Shares 2,896 Est. Cost $324.58 Unrealized +28.6%
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $1,309 Shares 5,222 Est. Cost $188.78 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,240 Shares 2,907 Est. Cost $340.11 Unrealized +16.8%
SITIO ROYALTIES CORP 0.3%
Value ($000) $1,189 Shares 50,571 Est. Cost $28.85 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $1,175 Shares 19,934 Est. Cost $44.64 Unrealized +19.3%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,175 Shares 23,250 Est. Cost $40.57 Unrealized +18.2%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,137 Shares 7,626 Est. Cost $92.74 Unrealized +48.6%
IYW ISHARES TR 0.2%
Value ($000) $1,131 Shares 9,216 Est. Cost $103.74 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $1,033 Shares 5,405 Est. Cost $159.24 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $1,032 Shares 4,567 Est. Cost $128.35 Unrealized +66.5%
PTMC PACER FDS TR 0.2%
Value ($000) $1,020 Shares 31,037 Est. Cost $29.61 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,010 Shares 9,302 Est. Cost $102.00 Unrealized +1.0%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $991 Shares 4,990 Est. Cost $149.66 Unrealized +15.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $941 Shares 5,752 Est. Cost $100.93 Unrealized +40.2%
BLACKROCK INC 0.2%
Value ($000) $909 Shares 1,120 Est. Cost $571.50 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $889 Shares 6,149 Est. Cost $114.30 Unrealized +3.5%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $882 Shares 2,818 Est. Cost $143.42 Unrealized +106.2%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $878 Shares 1,654 Est. Cost $486.46 Unrealized -1.2%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $866 Shares 1,983 Est. Cost $371.59 Unrealized
ET ENERGY TRANSFER L P 0.2%
Value ($000) $843 Shares 61,054 Est. Cost $4.68 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $833 Shares 7,568 Est. Cost $80.93 Unrealized +18.7%
IWB ISHARES TR 0.2%
Value ($000) $824 Shares 3,143 Est. Cost $140.26 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $765 Shares 9,096 Est. Cost $72.67 Unrealized +4.1%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $737 Shares 3,109 Est. Cost $191.88 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $725 Shares 2,047 Est. Cost $184.32 Unrealized +75.5%
DHR DANAHER CORPORATION 0.2%
Value ($000) $711 Shares 3,075 Est. Cost $229.67 Unrealized -8.4%
BX BLACKSTONE INC 0.2%
Value ($000) $685 Shares 5,235 Est. Cost $54.49 Unrealized +87.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $683 Shares 9,434 Est. Cost $49.02 Unrealized +31.2%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $668 Shares 1,632 Est. Cost $284.08 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $627 Shares 2,016 Est. Cost $227.76 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $624 Shares 4,575 Est. Cost $87.49 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $615 Shares 2,641 Est. Cost $127.62 Unrealized +74.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $602 Shares 3,530 Est. Cost $107.49 Unrealized +35.4%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $600 Shares 2,750 Est. Cost $118.55 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $595 Shares 2,825 Est. Cost $147.47 Unrealized +32.0%
IGLB ISHARES TR 0.1%
Value ($000) $571 Shares 10,841 Est. Cost $52.69 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $558 Shares 4,895 Est. Cost $68.03 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $544 Shares 2,076 Est. Cost $125.48 Unrealized +81.2%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $541 Shares 14,385 Est. Cost $26.80 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $537 Shares 1,531 Est. Cost $223.30 Unrealized +40.0%
PFE PFIZER INC 0.1%
Value ($000) $524 Shares 18,189 Est. Cost $34.40 Unrealized -23.3%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $518 Shares 3,297 Est. Cost $124.91 Unrealized +7.5%
TJX TJX COS INC NEW 0.1%
Value ($000) $506 Shares 5,397 Est. Cost $50.31 Unrealized +73.4%
T AT&T INC 0.1%
Value ($000) $493 Shares 29,409 Est. Cost $16.26 Unrealized -12.6%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $490 Shares 2,740 Est. Cost $102.12 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $478 Shares 2,549 Est. Cost $112.28 Unrealized +39.8%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $473 Shares 1,605 Est. Cost $87.29 Unrealized +53.2%
CVS CVS HEALTH CORP 0.1%
Value ($000) $460 Shares 5,820 Est. Cost $65.69 Unrealized -0.4%
ZTS ZOETIS INC 0.1%
Value ($000) $452 Shares 2,290 Est. Cost $168.54 Unrealized +2.6%
STWD STARWOOD PPTY TR INC 0.1%
Value ($000) $439 Shares 20,900 Est. Cost $20.30 Unrealized
KRP KIMBELL RTY PARTNERS LP 0.1%
Value ($000) $437 Shares 29,050 Est. Cost $16.00 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $433 Shares 3,950 Est. Cost $57.30 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $425 Shares 2,841 Est. Cost $95.23 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $424 Shares 4,075 Est. Cost $53.85 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $421 Shares 2,488 Est. Cost $86.82 Unrealized
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $415 Shares 1,884 Est. Cost $189.24 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $405 Shares 2,456 Est. Cost $70.53 Unrealized +114.5%
TLT ISHARES TR 0.1%
Value ($000) $384 Shares 3,881 Est. Cost $139.48 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $382 Shares 540 Est. Cost $70.95 Unrealized +77.6%
INTC INTEL CORP 0.1%
Value ($000) $366 Shares 7,282 Est. Cost $44.47 Unrealized -10.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $365 Shares 232 Est. Cost $1026.85 Unrealized +38.0%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $364 Shares 2,347 Est. Cost $82.52 Unrealized +74.9%
GDX VANECK ETF TRUST 0.1%
Value ($000) $364 Shares 11,733 Est. Cost $35.10 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $360 Shares 4,369 Est. Cost $89.46 Unrealized -20.1%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $358 Shares 2,310 Est. Cost $160.87 Unrealized -25.4%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $356 Shares 1,622 Est. Cost $194.85 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $352 Shares 9,340 Est. Cost $39.56 Unrealized -21.6%
IWD ISHARES TR 0.1%
Value ($000) $349 Shares 2,114 Est. Cost $116.74 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $347 Shares 2,197 Est. Cost $132.29 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $334 Shares 10,355 Est. Cost $30.15 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $330 Shares 1,845 Est. Cost $143.13 Unrealized +13.5%
ICLN ISHARES TR 0.1%
Value ($000) $330 Shares 21,185 Est. Cost $15.40 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $326 Shares 3,130 Est. Cost $99.63 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $323 Shares 4,596 Est. Cost $57.97 Unrealized +4.1%
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $316 Shares 13,902 Est. Cost $24.72 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $315 Shares 2,711 Est. Cost $43.50 Unrealized +152.3%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $310 Shares 1,635 Est. Cost $125.21 Unrealized +49.3%
TSLA TESLA INC 0.1%
Value ($000) $308 Shares 1,240 Est. Cost $174.45 Unrealized +36.2%
KLAC KLA CORP 0.1%
Value ($000) $302 Shares 520 Est. Cost $337.92 Unrealized +51.2%
SM SM ENERGY CO 0.1%
Value ($000) $299 Shares 7,720 Est. Cost $18.65 Unrealized +94.9%
ORCL ORACLE CORP 0.1%
Value ($000) $294 Shares 2,785 Est. Cost $70.55 Unrealized +51.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $293 Shares 992 Est. Cost $206.59 Unrealized +21.6%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $291 Shares 1,269 Est. Cost $149.35 Unrealized +29.6%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $274 Shares 3,810 Est. Cost $51.62 Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $274 Shares 3,539 Est. Cost $56.54 Unrealized 0.0%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $271 Shares 16,064 Est. Cost $19.27 Unrealized
LBRT LIBERTY ENERGY INC 0.1%
Value ($000) $268 Shares 14,800 Est. Cost $6.98 Unrealized +172.2%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $266 Shares 3,491 Est. Cost $64.53 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $263 Shares 2,601 Est. Cost $90.72 Unrealized
CSX CSX CORP 0.1%
Value ($000) $260 Shares 7,500 Est. Cost $27.75 Unrealized +11.2%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $259 Shares 1,073 Est. Cost $219.66 Unrealized +3.8%
IJR ISHARES TR 0.1%
Value ($000) $246 Shares 2,274 Est. Cost $94.64 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $243 Shares 2,012 Est. Cost $63.90 Unrealized +80.9%
EFAV ISHARES TR 0.1%
Value ($000) $235 Shares 3,390 Est. Cost $73.37 Unrealized
EQIX EQUINIX INC 0.1%
Value ($000) $233 Shares 289 Est. Cost $662.35 Unrealized +10.8%
ABBV ABBVIE INC 0.1%
Value ($000) $232 Shares 1,494 Est. Cost $106.83 Unrealized +27.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $230 Shares 3,781 Est. Cost $63.56 Unrealized -15.9%
CCI CROWN CASTLE INC 0.1%
Value ($000) $229 Shares 1,985 Est. Cost $90.81 Unrealized 0.0%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $223 Shares 5,250 Est. Cost $42.86 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $220 Shares 1,814 Est. Cost $111.57 Unrealized -0.3%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $214 Shares 1,700 Est. Cost $108.49 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $209 Shares 1,290 Est. Cost $144.16 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $208 Shares 4,050 Est. Cost $51.69 Unrealized -9.0%
AZO AUTOZONE INC 0.0%
Value ($000) $207 Shares 80 Est. Cost $2509.45 Unrealized +3.3%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $201 Shares 415 Est. Cost $278.84 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $193 Shares 10,798 Est. Cost $13.12 Unrealized -0.5%
RBBN RIBBON COMMUNICATIONS INC 0.0%
Value ($000) $188 Shares 64,866 Est. Cost $2.92 Unrealized -22.9%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $138 Shares 17,936 Est. Cost $7.35 Unrealized
PUMP PROPETRO HLDG CORP 0.0%
Value ($000) $84 Shares 10,000 Est. Cost $7.81 Unrealized +20.7%
BGC BGC GROUP INC 0.0%
Value ($000) $80 Shares 11,100 Est. Cost $4.88 Unrealized +24.7%
RSVR RESERVOIR MEDIA INC 0.0%
Value ($000) $71 Shares 10,000 Est. Cost $5.71 Unrealized +6.6%