Meridian Wealth Advisors, LLC Diversified Active

CIK: 0001768095 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 24, 2024

Total Value ($000): $597,998 (100.0% shares, 0.0% debt)

Holdings (176)

AESI ATLAS ENERGY SOLUTIONS INC 9.8%
Value ($000) $58,427 Shares 2,680,146 Est. Cost $17.58 Unrealized +9.7%
IVV ISHARES TR 9.6%
Value ($000) $57,581 Shares 99,824 Est. Cost $354.19 Unrealized
XOM EXXON MOBIL CORP 6.2%
Value ($000) $36,941 Shares 315,142 Est. Cost $66.66 Unrealized +65.1%
MSFT MICROSOFT CORP 3.8%
Value ($000) $22,761 Shares 52,896 Est. Cost $136.74 Unrealized +209.4%
AAPL APPLE INC 3.8%
Value ($000) $22,454 Shares 96,369 Est. Cost $103.17 Unrealized +115.1%
IAU ISHARES GOLD TR 3.5%
Value ($000) $21,169 Shares 425,942 Est. Cost $35.63 Unrealized
SPY SPDR S&P 500 ETF TR 3.3%
Value ($000) $19,501 Shares 33,988 Est. Cost $350.79 Unrealized
AMZN AMAZON COM INC 2.1%
Value ($000) $12,592 Shares 67,581 Est. Cost $121.50 Unrealized +50.2%
VIG VANGUARD SPECIALIZED FUNDS 2.1%
Value ($000) $12,463 Shares 62,924 Est. Cost $119.64 Unrealized
JPM JPMORGAN CHASE & CO. 2.0%
Value ($000) $12,170 Shares 57,715 Est. Cost $116.68 Unrealized +75.7%
USMV ISHARES TR 1.9%
Value ($000) $11,327 Shares 124,045 Est. Cost $59.63 Unrealized
PTLC PACER FDS TR 1.8%
Value ($000) $10,838 Shares 206,249 Est. Cost $30.77 Unrealized
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $9,556 Shares 10,780 Est. Cost $383.55 Unrealized +124.7%
ETN EATON CORP PLC 1.5%
Value ($000) $9,184 Shares 27,708 Est. Cost $116.85 Unrealized +157.8%
GOOGL ALPHABET INC 1.5%
Value ($000) $8,984 Shares 54,171 Est. Cost $111.15 Unrealized +50.0%
TT TRANE TECHNOLOGIES PLC 1.5%
Value ($000) $8,944 Shares 23,007 Est. Cost $150.50 Unrealized +128.0%
VO VANGUARD INDEX FDS 1.4%
Value ($000) $8,406 Shares 31,862 Est. Cost $220.03 Unrealized
HD HOME DEPOT INC 1.3%
Value ($000) $7,659 Shares 18,903 Est. Cost $231.18 Unrealized +52.5%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $7,646 Shares 13,078 Est. Cost $313.89 Unrealized +74.7%
MDY SPDR S&P MIDCAP 400 ETF TR 1.2%
Value ($000) $7,217 Shares 12,669 Est. Cost $367.60 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $7,133 Shares 58,736 Est. Cost $93.39 Unrealized +26.4%
V VISA INC 1.2%
Value ($000) $7,047 Shares 25,629 Est. Cost $186.49 Unrealized +43.6%
ALL ALLSTATE CORP 1.0%
Value ($000) $6,277 Shares 33,097 Est. Cost $104.36 Unrealized +65.6%
LLY ELI LILLY & CO 1.0%
Value ($000) $6,106 Shares 6,892 Est. Cost $189.28 Unrealized +370.4%
ICE INTERCONTINENTAL EXCHANGE IN 1.0%
Value ($000) $6,081 Shares 37,855 Est. Cost $102.24 Unrealized +48.4%
UNP UNION PAC CORP 1.0%
Value ($000) $6,031 Shares 24,469 Est. Cost $179.76 Unrealized +30.5%
ORLY OREILLY AUTOMOTIVE INC 1.0%
Value ($000) $6,021 Shares 5,228 Est. Cost $36.94 Unrealized +98.9%
MRK MERCK & CO INC 1.0%
Value ($000) $5,962 Shares 52,498 Est. Cost $71.31 Unrealized +58.4%
SPGI S&P GLOBAL INC 1.0%
Value ($000) $5,815 Shares 11,255 Est. Cost $377.38 Unrealized +29.8%
VEA VANGUARD TAX-MANAGED FDS 0.9%
Value ($000) $5,625 Shares 106,516 Est. Cost $45.11 Unrealized
CRM SALESFORCE INC 0.9%
Value ($000) $5,424 Shares 19,818 Est. Cost $176.17 Unrealized +44.1%
MPC MARATHON PETE CORP 0.8%
Value ($000) $5,001 Shares 30,701 Est. Cost $57.40 Unrealized +185.6%
ADBE ADOBE INC 0.8%
Value ($000) $4,979 Shares 9,617 Est. Cost $397.22 Unrealized +38.1%
FISV FISERV INC 0.8%
Value ($000) $4,736 Shares 26,360 Est. Cost $107.86 Unrealized +52.9%
META META PLATFORMS INC 0.7%
Value ($000) $4,485 Shares 7,835 Est. Cost $425.71 Unrealized +20.3%
AMT AMERICAN TOWER CORP NEW 0.7%
Value ($000) $4,457 Shares 19,166 Est. Cost $195.74 Unrealized +7.7%
XLK SELECT SECTOR SPDR TR 0.7%
Value ($000) $4,438 Shares 19,657 Est. Cost $88.02 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $4,432 Shares 25,588 Est. Cost $144.54 Unrealized +13.6%
AMD ADVANCED MICRO DEVICES INC 0.7%
Value ($000) $4,293 Shares 26,163 Est. Cost $104.58 Unrealized +45.3%
SDY SPDR SER TR 0.7%
Value ($000) $4,256 Shares 29,961 Est. Cost $110.05 Unrealized
IQV IQVIA HLDGS INC 0.7%
Value ($000) $4,071 Shares 17,178 Est. Cost $193.03 Unrealized +22.3%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $3,912 Shares 93,667 Est. Cost $37.26 Unrealized +1.3%
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $3,719 Shares 12,491 Est. Cost $228.28 Unrealized +15.3%
STE STERIS PLC 0.6%
Value ($000) $3,608 Shares 14,876 Est. Cost $197.61 Unrealized +17.0%
DVN DEVON ENERGY CORP NEW 0.6%
Value ($000) $3,374 Shares 86,237 Est. Cost $28.38 Unrealized +48.6%
GOOG ALPHABET INC 0.5%
Value ($000) $3,280 Shares 19,621 Est. Cost $115.83 Unrealized +45.2%
BAC BANK AMERICA CORP 0.5%
Value ($000) $3,083 Shares 77,707 Est. Cost $26.99 Unrealized +43.6%
KO COCA COLA CO 0.5%
Value ($000) $3,044 Shares 42,356 Est. Cost $52.67 Unrealized +24.7%
AVGO BROADCOM INC 0.4%
Value ($000) $2,660 Shares 15,421 Est. Cost $146.74 Unrealized +7.7%
IWF ISHARES TR 0.4%
Value ($000) $2,657 Shares 7,079 Est. Cost $157.72 Unrealized
DIVO AMPLIFY ETF TR 0.4%
Value ($000) $2,619 Shares 63,579 Est. Cost $35.76 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $2,613 Shares 8,110 Est. Cost $167.86 Unrealized +86.6%
WMT WALMART INC 0.4%
Value ($000) $2,295 Shares 28,420 Est. Cost $48.62 Unrealized +49.1%
IVW ISHARES TR 0.4%
Value ($000) $2,276 Shares 23,770 Est. Cost $71.17 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $2,086 Shares 12,269 Est. Cost $127.69 Unrealized +27.6%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $2,073 Shares 12,790 Est. Cost $130.31 Unrealized +17.1%
VTWO VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,763 Shares 19,733 Est. Cost $105.07 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1,746 Shares 6,445 Est. Cost $167.60 Unrealized +40.9%
CALAMOS STRATEGIC TOTAL RETU 0.3%
Value ($000) $1,687 Shares 97,222 Est. Cost $11.74 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,573 Shares 7,608 Est. Cost $147.33 Unrealized +27.8%
VHT VANGUARD WORLD FD 0.3%
Value ($000) $1,545 Shares 5,474 Est. Cost $192.30 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $1,524 Shares 52,348 Est. Cost $25.08 Unrealized
ADI ANALOG DEVICES INC 0.3%
Value ($000) $1,506 Shares 6,542 Est. Cost $166.16 Unrealized +32.5%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,497 Shares 6,771 Est. Cost $111.54 Unrealized +69.4%
RJF RAYMOND JAMES FINL INC 0.2%
Value ($000) $1,481 Shares 12,094 Est. Cost $64.43 Unrealized +77.7%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,432 Shares 9,726 Est. Cost $105.34 Unrealized +32.9%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,421 Shares 2,877 Est. Cost $340.11 Unrealized +35.8%
GLD SPDR GOLD TR 0.2%
Value ($000) $1,403 Shares 5,774 Est. Cost $163.22 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $1,397 Shares 9,216 Est. Cost $103.74 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,355 Shares 4,451 Est. Cost $179.71 Unrealized +48.4%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,307 Shares 4,617 Est. Cost $217.25 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $1,288 Shares 2,865 Est. Cost $146.76 Unrealized +179.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,268 Shares 2,169 Est. Cost $342.89 Unrealized +50.6%
PFE PFIZER INC 0.2%
Value ($000) $1,171 Shares 40,475 Est. Cost $28.50 Unrealized -6.4%
CB CHUBB LIMITED 0.2%
Value ($000) $1,154 Shares 4,002 Est. Cost $130.81 Unrealized +107.0%
PTMC PACER FDS TR 0.2%
Value ($000) $1,152 Shares 31,037 Est. Cost $29.61 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,112 Shares 2,108 Est. Cost $385.89 Unrealized
BLACKROCK INC 0.2%
Value ($000) $1,109 Shares 1,168 Est. Cost $583.10 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,023 Shares 1,654 Est. Cost $486.46 Unrealized +21.1%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,020 Shares 5,999 Est. Cost $114.30 Unrealized +49.7%
IWB ISHARES TR 0.2%
Value ($000) $988 Shares 3,143 Est. Cost $140.26 Unrealized
ET ENERGY TRANSFER L P 0.2%
Value ($000) $980 Shares 61,054 Est. Cost $4.68 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $896 Shares 1,835 Est. Cost $301.55 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $885 Shares 3,184 Est. Cost $230.72 Unrealized +13.7%
ABT ABBOTT LABS 0.1%
Value ($000) $873 Shares 7,654 Est. Cost $80.93 Unrealized +32.3%
NKE NIKE INC 0.1%
Value ($000) $826 Shares 9,349 Est. Cost $101.47 Unrealized -25.1%
BX BLACKSTONE INC 0.1%
Value ($000) $802 Shares 5,235 Est. Cost $54.49 Unrealized +145.3%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $774 Shares 2,016 Est. Cost $227.76 Unrealized
T AT&T INC 0.1%
Value ($000) $749 Shares 34,055 Est. Cost $16.25 Unrealized +15.6%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $724 Shares 2,750 Est. Cost $118.55 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $723 Shares 2,611 Est. Cost $127.62 Unrealized +98.6%
RTX RTX CORPORATION 0.1%
Value ($000) $717 Shares 5,917 Est. Cost $74.02 Unrealized +50.1%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $709 Shares 4,605 Est. Cost $87.49 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $690 Shares 5,867 Est. Cost $59.48 Unrealized +89.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $680 Shares 2,508 Est. Cost $114.23 Unrealized +114.6%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $663 Shares 4,895 Est. Cost $68.03 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $662 Shares 3,203 Est. Cost $110.15 Unrealized +75.2%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $617 Shares 1,805 Est. Cost $95.47 Unrealized +76.3%
CME CME GROUP INC 0.1%
Value ($000) $610 Shares 2,766 Est. Cost $149.33 Unrealized +31.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $607 Shares 11,401 Est. Cost $40.57 Unrealized +15.3%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $596 Shares 9,033 Est. Cost $90.02 Unrealized -19.3%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $570 Shares 12,582 Est. Cost $26.80 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $559 Shares 4,781 Est. Cost $107.46 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $550 Shares 2,898 Est. Cost $133.03 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $550 Shares 3,165 Est. Cost $100.45 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $549 Shares 2,740 Est. Cost $102.12 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $545 Shares 1,542 Est. Cost $225.14 Unrealized +43.4%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $544 Shares 2,076 Est. Cost $125.48 Unrealized +89.1%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $541 Shares 2,224 Est. Cost $204.76 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $538 Shares 3,159 Est. Cost $78.31 Unrealized +82.7%
IUSG ISHARES TR 0.1%
Value ($000) $538 Shares 4,075 Est. Cost $53.85 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $537 Shares 2,999 Est. Cost $140.85 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $532 Shares 5,427 Est. Cost $125.65 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $526 Shares 7,143 Est. Cost $49.02 Unrealized +37.0%
SITIO ROYALTIES CORP 0.1%
Value ($000) $525 Shares 25,207 Est. Cost $28.85 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $514 Shares 2,488 Est. Cost $86.82 Unrealized
KRP KIMBELL RTY PARTNERS LP 0.1%
Value ($000) $504 Shares 31,350 Est. Cost $15.96 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $496 Shares 2,841 Est. Cost $95.23 Unrealized
VIS VANGUARD WORLD FD 0.1%
Value ($000) $486 Shares 1,870 Est. Cost $189.24 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $484 Shares 5,721 Est. Cost $69.69 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $483 Shares 540 Est. Cost $70.95 Unrealized +131.7%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $477 Shares 2,376 Est. Cost $70.53 Unrealized +180.7%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $476 Shares 232 Est. Cost $1026.85 Unrealized +83.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $475 Shares 10,577 Est. Cost $39.13 Unrealized -1.9%
GDX VANECK ETF TRUST 0.1%
Value ($000) $467 Shares 11,733 Est. Cost $35.10 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $459 Shares 2,485 Est. Cost $161.39 Unrealized +3.8%
ZTS ZOETIS INC 0.1%
Value ($000) $447 Shares 2,290 Est. Cost $168.54 Unrealized +7.6%
PFFD GLOBAL X FDS 0.1%
Value ($000) $447 Shares 21,500 Est. Cost $20.78 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $425 Shares 5,029 Est. Cost $65.19 Unrealized +14.8%
IQLT ISHARES TR 0.1%
Value ($000) $420 Shares 10,132 Est. Cost $39.05 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $417 Shares 1,066 Est. Cost $222.07 Unrealized +52.5%
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $407 Shares 10,355 Est. Cost $30.15 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $404 Shares 4,430 Est. Cost $57.97 Unrealized +40.6%
KLAC KLA CORP 0.1%
Value ($000) $403 Shares 520 Est. Cost $337.92 Unrealized +129.4%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $384 Shares 1,851 Est. Cost $143.13 Unrealized +42.7%
EQIX EQUINIX INC 0.1%
Value ($000) $380 Shares 428 Est. Cost $705.32 Unrealized +12.7%
INFL LISTED FD TR 0.1%
Value ($000) $375 Shares 9,968 Est. Cost $37.59 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $366 Shares 1,641 Est. Cost $125.21 Unrealized +73.3%
MDT MEDTRONIC PLC 0.1%
Value ($000) $347 Shares 3,852 Est. Cost $88.77 Unrealized -8.9%
STWD STARWOOD PPTY TR INC 0.1%
Value ($000) $334 Shares 16,400 Est. Cost $20.31 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $321 Shares 13,902 Est. Cost $24.72 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $320 Shares 3,043 Est. Cost $50.34 Unrealized +108.7%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $316 Shares 3,810 Est. Cost $51.62 Unrealized
ICLN ISHARES TR 0.1%
Value ($000) $311 Shares 21,188 Est. Cost $15.40 Unrealized
SGDM SPROTT ETF TRUST 0.1%
Value ($000) $310 Shares 10,000 Est. Cost $25.34 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $303 Shares 1,757 Est. Cost $84.15 Unrealized +120.0%
AZO AUTOZONE INC 0.1%
Value ($000) $302 Shares 96 Est. Cost $2602.91 Unrealized +18.0%
NVS NOVARTIS AG 0.1%
Value ($000) $299 Shares 2,601 Est. Cost $90.72 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $299 Shares 3,353 Est. Cost $67.45 Unrealized +13.2%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $299 Shares 1,246 Est. Cost $149.35 Unrealized +63.4%
ABBV ABBVIE INC 0.0%
Value ($000) $297 Shares 1,504 Est. Cost $109.39 Unrealized +63.4%
TSLA TESLA INC 0.0%
Value ($000) $288 Shares 1,101 Est. Cost $174.45 Unrealized +30.7%
LBRT LIBERTY ENERGY INC 0.0%
Value ($000) $283 Shares 14,800 Est. Cost $6.98 Unrealized +195.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $277 Shares 2,029 Est. Cost $124.91 Unrealized -3.5%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $265 Shares 5,250 Est. Cost $42.86 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $261 Shares 1,290 Est. Cost $145.69 Unrealized +38.9%
EFAV ISHARES TR 0.0%
Value ($000) $260 Shares 3,390 Est. Cost $73.37 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.0%
Value ($000) $260 Shares 1,975 Est. Cost $57.30 Unrealized
SPYM SPDR SER TR 0.0%
Value ($000) $255 Shares 3,777 Est. Cost $64.00 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $255 Shares 1,789 Est. Cost $111.57 Unrealized +20.3%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $252 Shares 3,012 Est. Cost $76.62 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $241 Shares 11,500 Est. Cost $18.23 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $238 Shares 3,539 Est. Cost $56.54 Unrealized +14.3%
PSX PHILLIPS 66 0.0%
Value ($000) $235 Shares 1,789 Est. Cost $128.40 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $234 Shares 473 Est. Cost $475.08 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $228 Shares 5,000 Est. Cost $37.71 Unrealized +10.8%
VIPER ENERGY INC 0.0%
Value ($000) $226 Shares 5,012 Est. Cost $45.11 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $222 Shares 862 Est. Cost $240.22 Unrealized 0.0%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $222 Shares 378 Est. Cost $577.24 Unrealized
PRK PARK NATL CORP 0.0%
Value ($000) $220 Shares 1,310 Est. Cost $165.78 Unrealized 0.0%
RBBN RIBBON COMMUNICATIONS INC 0.0%
Value ($000) $211 Shares 64,866 Est. Cost $2.92 Unrealized +11.1%
MMM 3M CO 0.0%
Value ($000) $205 Shares 1,498 Est. Cost $119.14 Unrealized 0.0%
IVZ INVESCO LTD 0.0%
Value ($000) $190 Shares 10,798 Est. Cost $13.12 Unrealized +17.7%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $156 Shares 17,936 Est. Cost $7.35 Unrealized
RSVR RESERVOIR MEDIA INC 0.0%
Value ($000) $81 Shares 10,000 Est. Cost $5.71 Unrealized +33.6%
PUMP PROPETRO HLDG CORP 0.0%
Value ($000) $77 Shares 10,000 Est. Cost $7.81 Unrealized +4.5%