Meridian Wealth Advisors, LLC Diversified Active

CIK: 0001768095 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 10, 2024

Total Value ($000): $532,427 (100.0% shares, 0.0% debt)

Holdings (176)

IVV ISHARES TR 9.1%
Value ($000) $48,241 Shares 91,760 Est. Cost $335.47 Unrealized
AESI ATLAS ENERGY SOLUTIONS INC 9.0%
Value ($000) $48,155 Shares 2,128,870 Est. Cost $16.80 Unrealized +1.4%
XOM EXXON MOBIL CORP 5.8%
Value ($000) $30,629 Shares 263,500 Est. Cost $57.99 Unrealized +69.1%
MSFT MICROSOFT CORP 4.2%
Value ($000) $22,336 Shares 53,089 Est. Cost $136.74 Unrealized +192.0%
AAPL APPLE INC 3.3%
Value ($000) $17,803 Shares 103,818 Est. Cost $103.17 Unrealized +74.7%
SPY SPDR S&P 500 ETF TR 3.0%
Value ($000) $16,090 Shares 30,762 Est. Cost $329.64 Unrealized
IAU ISHARES GOLD TR 2.9%
Value ($000) $15,567 Shares 370,552 Est. Cost $34.01 Unrealized
AMZN AMAZON COM INC 2.3%
Value ($000) $12,270 Shares 68,022 Est. Cost $119.71 Unrealized +39.4%
VIG VANGUARD SPECIALIZED FUNDS 2.3%
Value ($000) $11,986 Shares 65,638 Est. Cost $118.55 Unrealized
USMV ISHARES TR 2.2%
Value ($000) $11,468 Shares 137,209 Est. Cost $59.63 Unrealized
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $11,001 Shares 54,921 Est. Cost $112.57 Unrealized +54.2%
PTLC PACER FDS TR 1.8%
Value ($000) $9,842 Shares 206,249 Est. Cost $30.77 Unrealized
ETN EATON CORP PLC 1.6%
Value ($000) $8,559 Shares 27,372 Est. Cost $110.88 Unrealized +141.3%
GOOGL ALPHABET INC 1.5%
Value ($000) $7,851 Shares 52,014 Est. Cost $108.67 Unrealized +30.7%
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $7,822 Shares 10,676 Est. Cost $374.45 Unrealized +88.7%
MDY SPDR S&P MIDCAP 400 ETF TR 1.3%
Value ($000) $7,181 Shares 12,906 Est. Cost $367.60 Unrealized
V VISA INC 1.3%
Value ($000) $6,952 Shares 24,912 Est. Cost $184.91 Unrealized +47.3%
HD HOME DEPOT INC 1.3%
Value ($000) $6,914 Shares 18,023 Est. Cost $225.65 Unrealized +54.5%
VO VANGUARD INDEX FDS 1.3%
Value ($000) $6,813 Shares 27,268 Est. Cost $213.23 Unrealized
MRK MERCK & CO INC 1.3%
Value ($000) $6,808 Shares 51,598 Est. Cost $68.78 Unrealized +68.3%
TT TRANE TECHNOLOGIES PLC 1.3%
Value ($000) $6,716 Shares 22,372 Est. Cost $144.07 Unrealized +85.4%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $6,236 Shares 12,605 Est. Cost $308.02 Unrealized +58.7%
MPC MARATHON PETE CORP 1.1%
Value ($000) $6,025 Shares 29,899 Est. Cost $52.86 Unrealized +210.9%
CRM SALESFORCE INC 1.1%
Value ($000) $5,788 Shares 19,219 Est. Cost $174.37 Unrealized +63.5%
ORLY OREILLY AUTOMOTIVE INC 1.1%
Value ($000) $5,691 Shares 5,041 Est. Cost $34.93 Unrealized +100.2%
LLY ELI LILLY & CO 1.0%
Value ($000) $5,533 Shares 7,113 Est. Cost $189.28 Unrealized +271.1%
ALL ALLSTATE CORP 1.0%
Value ($000) $5,522 Shares 31,919 Est. Cost $102.08 Unrealized +48.8%
UNP UNION PAC CORP 1.0%
Value ($000) $5,489 Shares 22,321 Est. Cost $175.12 Unrealized +34.5%
VEA VANGUARD TAX-MANAGED FDS 1.0%
Value ($000) $5,273 Shares 105,106 Est. Cost $44.97 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $5,240 Shares 5,799 Est. Cost $21.36 Unrealized +239.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.9%
Value ($000) $4,705 Shares 34,236 Est. Cost $98.66 Unrealized +31.6%
ADBE ADOBE INC 0.9%
Value ($000) $4,636 Shares 9,187 Est. Cost $391.73 Unrealized +46.3%
AMD ADVANCED MICRO DEVICES INC 0.8%
Value ($000) $4,482 Shares 24,833 Est. Cost $101.78 Unrealized +71.8%
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $4,443 Shares 21,331 Est. Cost $88.02 Unrealized
SPGI S&P GLOBAL INC 0.8%
Value ($000) $4,284 Shares 10,070 Est. Cost $370.15 Unrealized +15.4%
SDY SPDR SER TR 0.8%
Value ($000) $4,122 Shares 31,405 Est. Cost $109.56 Unrealized
FISV FISERV INC 0.8%
Value ($000) $4,099 Shares 25,650 Est. Cost $106.57 Unrealized +36.7%
DVN DEVON ENERGY CORP NEW 0.8%
Value ($000) $4,046 Shares 80,623 Est. Cost $27.26 Unrealized +53.3%
PIONEER NAT RES CO 0.8%
Value ($000) $4,003 Shares 15,249 Est. Cost $163.35 Unrealized
IQV IQVIA HLDGS INC 0.7%
Value ($000) $3,977 Shares 15,726 Est. Cost $189.27 Unrealized +23.3%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $3,795 Shares 87,537 Est. Cost $37.21 Unrealized +9.2%
INHIBRX INC 0.7%
Value ($000) $3,496 Shares 100,000 Est. Cost $27.52 Unrealized
DEO DIAGEO PLC 0.6%
Value ($000) $3,396 Shares 22,829 Est. Cost $167.19 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.6%
Value ($000) $2,940 Shares 30,771 Est. Cost $90.07 Unrealized -6.7%
BAC BANK AMERICA CORP 0.5%
Value ($000) $2,862 Shares 75,485 Est. Cost $26.65 Unrealized +23.1%
STE STERIS PLC 0.5%
Value ($000) $2,685 Shares 11,942 Est. Cost $192.00 Unrealized +15.6%
GOOG ALPHABET INC 0.5%
Value ($000) $2,680 Shares 17,604 Est. Cost $109.83 Unrealized +30.4%
IWF ISHARES TR 0.5%
Value ($000) $2,491 Shares 7,391 Est. Cost $157.72 Unrealized
DIVO AMPLIFY ETF TR 0.5%
Value ($000) $2,489 Shares 64,030 Est. Cost $35.76 Unrealized
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $2,411 Shares 12,201 Est. Cost $198.42 Unrealized -6.2%
AMGN AMGEN INC 0.4%
Value ($000) $2,277 Shares 8,008 Est. Cost $166.01 Unrealized +66.3%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $2,252 Shares 14,234 Est. Cost $130.13 Unrealized +15.5%
PEP PEPSICO INC 0.4%
Value ($000) $2,208 Shares 12,619 Est. Cost $127.69 Unrealized +23.2%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $2,172 Shares 8,966 Est. Cost $220.68 Unrealized +5.4%
EL LAUDER ESTEE COS INC 0.4%
Value ($000) $2,149 Shares 13,943 Est. Cost $204.92 Unrealized -33.3%
IVW ISHARES TR 0.4%
Value ($000) $2,003 Shares 23,718 Est. Cost $71.17 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,823 Shares 1,375 Est. Cost $32.39 Unrealized +274.2%
WMT WALMART INC 0.3%
Value ($000) $1,804 Shares 29,978 Est. Cost $48.62 Unrealized +15.3%
LOW LOWES COS INC 0.3%
Value ($000) $1,641 Shares 6,443 Est. Cost $167.60 Unrealized +32.5%
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $1,627 Shares 12,669 Est. Cost $64.43 Unrealized +76.0%
CALAMOS STRATEGIC TOTAL RETU 0.3%
Value ($000) $1,592 Shares 97,222 Est. Cost $11.74 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,585 Shares 18,632 Est. Cost $105.91 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,570 Shares 9,674 Est. Cost $114.34 Unrealized +31.1%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $1,543 Shares 52,872 Est. Cost $25.08 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,463 Shares 7,126 Est. Cost $144.58 Unrealized +25.0%
VHT VANGUARD WORLD FD 0.3%
Value ($000) $1,413 Shares 5,223 Est. Cost $188.78 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,400 Shares 2,907 Est. Cost $340.11 Unrealized +33.1%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,302 Shares 2,861 Est. Cost $324.58 Unrealized +28.1%
MCD MCDONALDS CORP 0.2%
Value ($000) $1,268 Shares 4,497 Est. Cost $179.71 Unrealized +54.7%
SITIO ROYALTIES CORP 0.2%
Value ($000) $1,250 Shares 50,571 Est. Cost $28.85 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $1,245 Shares 9,216 Est. Cost $103.74 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $1,184 Shares 4,569 Est. Cost $128.35 Unrealized +87.9%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,176 Shares 7,458 Est. Cost $92.74 Unrealized +49.9%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,161 Shares 23,264 Est. Cost $40.57 Unrealized +16.4%
GLD SPDR GOLD TR 0.2%
Value ($000) $1,158 Shares 5,630 Est. Cost $161.10 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $1,155 Shares 18,876 Est. Cost $44.64 Unrealized +27.0%
PTMC PACER FDS TR 0.2%
Value ($000) $1,118 Shares 31,037 Est. Cost $29.61 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,096 Shares 5,739 Est. Cost $100.93 Unrealized +71.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,041 Shares 6,149 Est. Cost $114.30 Unrealized +29.9%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,038 Shares 3,992 Est. Cost $206.93 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $1,001 Shares 2,062 Est. Cost $184.32 Unrealized +140.5%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $993 Shares 2,799 Est. Cost $143.42 Unrealized +124.9%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $987 Shares 4,990 Est. Cost $149.66 Unrealized +24.5%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $961 Shares 1,654 Est. Cost $486.46 Unrealized +14.6%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $960 Shares 61,054 Est. Cost $4.68 Unrealized
BLACKROCK INC 0.2%
Value ($000) $934 Shares 1,121 Est. Cost $571.50 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $905 Shares 3,143 Est. Cost $140.26 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $899 Shares 1,870 Est. Cost $371.59 Unrealized
NKE NIKE INC 0.2%
Value ($000) $874 Shares 9,302 Est. Cost $102.00 Unrealized -4.1%
ABT ABBOTT LABS 0.2%
Value ($000) $860 Shares 7,568 Est. Cost $80.93 Unrealized +36.9%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $814 Shares 1,832 Est. Cost $301.55 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $794 Shares 8,146 Est. Cost $72.67 Unrealized +19.5%
DHR DANAHER CORPORATION 0.1%
Value ($000) $768 Shares 3,075 Est. Cost $229.67 Unrealized +5.1%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $694 Shares 2,016 Est. Cost $227.76 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $688 Shares 5,235 Est. Cost $54.49 Unrealized +117.8%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $676 Shares 4,575 Est. Cost $87.49 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $660 Shares 2,641 Est. Cost $127.62 Unrealized +83.6%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $659 Shares 2,750 Est. Cost $118.55 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $617 Shares 4,895 Est. Cost $68.03 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $615 Shares 8,784 Est. Cost $49.02 Unrealized +40.6%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $606 Shares 14,385 Est. Cost $26.80 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $580 Shares 2,549 Est. Cost $112.28 Unrealized +80.7%
CME CME GROUP INC 0.1%
Value ($000) $572 Shares 2,657 Est. Cost $147.47 Unrealized +33.7%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $557 Shares 2,076 Est. Cost $125.48 Unrealized +97.4%
TJX TJX COS INC NEW 0.1%
Value ($000) $547 Shares 5,397 Est. Cost $50.31 Unrealized +88.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $544 Shares 3,125 Est. Cost $107.49 Unrealized +46.9%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $531 Shares 1,531 Est. Cost $223.30 Unrealized +58.9%
T AT&T INC 0.1%
Value ($000) $520 Shares 29,529 Est. Cost $16.26 Unrealized -3.9%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $504 Shares 2,740 Est. Cost $102.12 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $499 Shares 1,755 Est. Cost $93.31 Unrealized +69.1%
KRP KIMBELL RTY PARTNERS LP 0.1%
Value ($000) $497 Shares 32,050 Est. Cost $15.96 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $487 Shares 3,950 Est. Cost $57.30 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $478 Shares 4,075 Est. Cost $53.85 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $465 Shares 2,488 Est. Cost $86.82 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $463 Shares 2,841 Est. Cost $95.23 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $460 Shares 5,770 Est. Cost $65.69 Unrealized +7.8%
VIS VANGUARD WORLD FD 0.1%
Value ($000) $456 Shares 1,869 Est. Cost $189.24 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $455 Shares 2,376 Est. Cost $70.53 Unrealized +146.1%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $445 Shares 2,247 Est. Cost $82.52 Unrealized +92.7%
PFE PFIZER INC 0.1%
Value ($000) $430 Shares 15,478 Est. Cost $34.40 Unrealized -28.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $426 Shares 3,130 Est. Cost $99.63 Unrealized
STWD STARWOOD PPTY TR INC 0.1%
Value ($000) $425 Shares 20,900 Est. Cost $20.30 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $412 Shares 540 Est. Cost $70.95 Unrealized +113.5%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $399 Shares 1,694 Est. Cost $196.59 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $394 Shares 1,847 Est. Cost $143.13 Unrealized +33.5%
ZTS ZOETIS INC 0.1%
Value ($000) $387 Shares 2,290 Est. Cost $168.54 Unrealized +8.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $386 Shares 4,429 Est. Cost $89.34 Unrealized -9.7%
SM SM ENERGY CO 0.1%
Value ($000) $385 Shares 7,720 Est. Cost $18.65 Unrealized +107.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $383 Shares 2,574 Est. Cost $124.91 Unrealized +9.2%
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $380 Shares 10,355 Est. Cost $30.15 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $379 Shares 2,114 Est. Cost $116.74 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $372 Shares 1,016 Est. Cost $209.05 Unrealized +48.8%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $372 Shares 2,197 Est. Cost $132.29 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $371 Shares 4,629 Est. Cost $57.97 Unrealized +15.1%
GDX VANECK ETF TRUST 0.1%
Value ($000) $371 Shares 11,733 Est. Cost $35.10 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $370 Shares 2,292 Est. Cost $160.87 Unrealized -12.3%
KLAC KLA CORP 0.1%
Value ($000) $363 Shares 520 Est. Cost $337.92 Unrealized +87.0%
ORCL ORACLE CORP 0.1%
Value ($000) $353 Shares 2,809 Est. Cost $70.55 Unrealized +59.3%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $351 Shares 232 Est. Cost $1026.85 Unrealized +59.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $345 Shares 2,711 Est. Cost $43.50 Unrealized +147.5%
TLT ISHARES TR 0.1%
Value ($000) $342 Shares 3,619 Est. Cost $139.48 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $340 Shares 8,100 Est. Cost $39.56 Unrealized -9.2%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $337 Shares 1,637 Est. Cost $125.21 Unrealized +54.4%
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $319 Shares 13,902 Est. Cost $24.72 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $314 Shares 1,269 Est. Cost $149.35 Unrealized +49.3%
LBRT LIBERTY ENERGY INC 0.1%
Value ($000) $307 Shares 14,800 Est. Cost $6.98 Unrealized +183.4%
XYZ BLOCK INC 0.1%
Value ($000) $299 Shares 3,539 Est. Cost $56.54 Unrealized +27.9%
ICLN ISHARES TR 0.1%
Value ($000) $296 Shares 21,185 Est. Cost $15.40 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $291 Shares 3,810 Est. Cost $51.62 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $291 Shares 6,582 Est. Cost $44.47 Unrealized -1.0%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $282 Shares 16,295 Est. Cost $19.24 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $281 Shares 3,491 Est. Cost $64.53 Unrealized
CSX CSX CORP 0.1%
Value ($000) $278 Shares 7,500 Est. Cost $27.75 Unrealized +27.8%
ABBV ABBVIE INC 0.1%
Value ($000) $272 Shares 1,494 Est. Cost $106.83 Unrealized +51.6%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $266 Shares 1,290 Est. Cost $144.16 Unrealized +25.1%
SGDM SPROTT ETF TRUST 0.0%
Value ($000) $253 Shares 10,000 Est. Cost $25.34 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $252 Shares 80 Est. Cost $2509.45 Unrealized +13.9%
NVS NOVARTIS AG 0.0%
Value ($000) $252 Shares 2,601 Est. Cost $90.72 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $251 Shares 2,275 Est. Cost $94.64 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $248 Shares 1,943 Est. Cost $63.90 Unrealized +72.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $241 Shares 3,765 Est. Cost $63.56 Unrealized -12.8%
EFAV ISHARES TR 0.0%
Value ($000) $240 Shares 3,390 Est. Cost $73.37 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $239 Shares 289 Est. Cost $662.35 Unrealized +21.9%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $233 Shares 5,250 Est. Cost $42.86 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $231 Shares 1,789 Est. Cost $111.57 Unrealized +2.3%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $224 Shares 1,700 Est. Cost $108.49 Unrealized +13.4%
TSLA TESLA INC 0.0%
Value ($000) $214 Shares 1,215 Est. Cost $174.45 Unrealized +12.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $209 Shares 603 Est. Cost $313.46 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $208 Shares 1,966 Est. Cost $90.81 Unrealized +7.6%
RBBN RIBBON COMMUNICATIONS INC 0.0%
Value ($000) $208 Shares 64,866 Est. Cost $2.92 Unrealized +4.2%
AON AON PLC 0.0%
Value ($000) $200 Shares 600 Est. Cost $306.03 Unrealized 0.0%
IVZ INVESCO LTD 0.0%
Value ($000) $179 Shares 10,798 Est. Cost $13.12 Unrealized +12.7%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $146 Shares 17,936 Est. Cost $7.35 Unrealized
BGC BGC GROUP INC 0.0%
Value ($000) $86 Shares 11,100 Est. Cost $4.88 Unrealized +49.5%
PUMP PROPETRO HLDG CORP 0.0%
Value ($000) $81 Shares 10,000 Est. Cost $7.81 Unrealized -0.1%
RSVR RESERVOIR MEDIA INC 0.0%
Value ($000) $79 Shares 10,000 Est. Cost $5.71 Unrealized +24.5%