Meridian Wealth Advisors, LLC Diversified Active

CIK: 0001768095 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 11, 2025

Total Value ($000): $606,271 (100.0% shares, 0.0% debt)

Holdings (175)

IVV ISHARES TR 10.3%
Value ($000) $62,392 Shares 105,987 Est. Cost $367.83 Unrealized
AESI ATLAS ENERGY SOLUTIONS INC 9.8%
Value ($000) $59,416 Shares 2,678,800 Est. Cost $17.58 Unrealized +15.9%
XOM EXXON MOBIL CORP 5.5%
Value ($000) $33,597 Shares 312,330 Est. Cost $66.66 Unrealized +68.6%
AAPL APPLE INC 4.0%
Value ($000) $24,429 Shares 97,554 Est. Cost $104.77 Unrealized +123.8%
IAU ISHARES GOLD TR 3.9%
Value ($000) $23,421 Shares 473,052 Est. Cost $37.01 Unrealized
MSFT MICROSOFT CORP 3.8%
Value ($000) $23,144 Shares 54,910 Est. Cost $147.22 Unrealized +186.9%
SPY SPDR S&P 500 ETF TR 3.3%
Value ($000) $19,928 Shares 34,003 Est. Cost $350.79 Unrealized
JPM JPMORGAN CHASE & CO. 2.3%
Value ($000) $13,741 Shares 57,323 Est. Cost $116.68 Unrealized +95.4%
VIG VANGUARD SPECIALIZED FUNDS 2.0%
Value ($000) $12,310 Shares 62,860 Est. Cost $119.64 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $12,032 Shares 54,844 Est. Cost $121.50 Unrealized +68.4%
GOOGL ALPHABET INC 1.8%
Value ($000) $11,114 Shares 58,713 Est. Cost $116.03 Unrealized +50.1%
PTLC PACER FDS TR 1.8%
Value ($000) $11,022 Shares 206,249 Est. Cost $30.77 Unrealized
USMV ISHARES TR 1.8%
Value ($000) $10,835 Shares 122,026 Est. Cost $59.63 Unrealized
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $9,843 Shares 10,743 Est. Cost $383.55 Unrealized +140.6%
VO VANGUARD INDEX FDS 1.5%
Value ($000) $9,023 Shares 34,160 Est. Cost $222.99 Unrealized
ETN EATON CORP PLC 1.5%
Value ($000) $8,966 Shares 27,018 Est. Cost $116.85 Unrealized +197.1%
V VISA INC 1.4%
Value ($000) $8,279 Shares 26,195 Est. Cost $188.90 Unrealized +57.9%
TT TRANE TECHNOLOGIES PLC 1.4%
Value ($000) $8,262 Shares 22,368 Est. Cost $150.50 Unrealized +161.5%
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $7,779 Shares 57,926 Est. Cost $93.39 Unrealized +47.5%
MDY SPDR S&P MIDCAP 400 ETF TR 1.2%
Value ($000) $7,257 Shares 12,741 Est. Cost $367.60 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $6,753 Shares 14,899 Est. Cost $461.73 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $6,674 Shares 13,193 Est. Cost $313.89 Unrealized +76.1%
CRM SALESFORCE INC 1.1%
Value ($000) $6,566 Shares 19,638 Est. Cost $176.17 Unrealized +79.8%
HD HOME DEPOT INC 1.1%
Value ($000) $6,522 Shares 16,766 Est. Cost $231.18 Unrealized +71.8%
ALL ALLSTATE CORP 1.1%
Value ($000) $6,450 Shares 33,459 Est. Cost $105.29 Unrealized +80.3%
SPGI S&P GLOBAL INC 0.9%
Value ($000) $5,731 Shares 11,507 Est. Cost $380.14 Unrealized +32.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.9%
Value ($000) $5,699 Shares 38,243 Est. Cost $102.79 Unrealized +52.0%
ORLY OREILLY AUTOMOTIVE INC 0.9%
Value ($000) $5,647 Shares 4,762 Est. Cost $36.94 Unrealized +118.3%
UNP UNION PAC CORP 0.9%
Value ($000) $5,524 Shares 24,223 Est. Cost $179.76 Unrealized +28.1%
VEA VANGUARD TAX-MANAGED FDS 0.9%
Value ($000) $5,330 Shares 111,468 Est. Cost $45.23 Unrealized
FISV FISERV INC 0.9%
Value ($000) $5,304 Shares 25,819 Est. Cost $107.86 Unrealized +89.3%
LLY ELI LILLY & CO 0.9%
Value ($000) $5,298 Shares 6,863 Est. Cost $189.28 Unrealized +333.8%
META META PLATFORMS INC 0.9%
Value ($000) $5,209 Shares 8,897 Est. Cost $444.70 Unrealized +31.5%
MRK MERCK & CO INC 0.8%
Value ($000) $5,043 Shares 50,689 Est. Cost $71.31 Unrealized +38.4%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $4,915 Shares 29,317 Est. Cost $147.24 Unrealized +12.6%
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $4,565 Shares 19,633 Est. Cost $88.02 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.7%
Value ($000) $4,264 Shares 70,716 Est. Cost $60.27 Unrealized 0.0%
ADBE ADOBE INC 0.7%
Value ($000) $4,211 Shares 9,469 Est. Cost $397.22 Unrealized +24.6%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $3,974 Shares 7,375 Est. Cost $495.09 Unrealized
SDY SPDR SER TR 0.6%
Value ($000) $3,908 Shares 29,582 Est. Cost $110.05 Unrealized
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $3,845 Shares 13,256 Est. Cost $232.65 Unrealized +30.7%
GOOG ALPHABET INC 0.6%
Value ($000) $3,705 Shares 19,453 Est. Cost $115.83 Unrealized +51.7%
MPC MARATHON PETE CORP 0.6%
Value ($000) $3,545 Shares 25,409 Est. Cost $57.40 Unrealized +159.3%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $3,421 Shares 28,320 Est. Cost $107.57 Unrealized +33.8%
AVGO BROADCOM INC 0.5%
Value ($000) $3,138 Shares 13,537 Est. Cost $146.74 Unrealized +24.6%
NXPI NXP SEMICONDUCTORS N V 0.5%
Value ($000) $2,927 Shares 14,084 Est. Cost $216.08 Unrealized +3.0%
IQV IQVIA HLDGS INC 0.5%
Value ($000) $2,903 Shares 14,771 Est. Cost $193.03 Unrealized +9.3%
IWF ISHARES TR 0.5%
Value ($000) $2,845 Shares 7,084 Est. Cost $157.72 Unrealized
STE STERIS PLC 0.5%
Value ($000) $2,798 Shares 13,611 Est. Cost $197.61 Unrealized +10.0%
KO COCA COLA CO 0.4%
Value ($000) $2,665 Shares 42,811 Est. Cost $52.78 Unrealized +19.5%
DIVO AMPLIFY ETF TR 0.4%
Value ($000) $2,565 Shares 63,354 Est. Cost $35.76 Unrealized
WMT WALMART INC 0.4%
Value ($000) $2,546 Shares 28,175 Est. Cost $48.62 Unrealized +76.5%
O REALTY INCOME CORP 0.4%
Value ($000) $2,478 Shares 46,388 Est. Cost $54.51 Unrealized 0.0%
IVW ISHARES TR 0.4%
Value ($000) $2,416 Shares 23,800 Est. Cost $71.17 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $2,128 Shares 8,164 Est. Cost $167.86 Unrealized +70.4%
VTWO VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,754 Shares 19,638 Est. Cost $105.07 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,748 Shares 7,738 Est. Cost $148.27 Unrealized +37.3%
PEP PEPSICO INC 0.3%
Value ($000) $1,723 Shares 11,333 Est. Cost $127.69 Unrealized +22.6%
CALAMOS STRATEGIC TOTAL RETU 0.3%
Value ($000) $1,722 Shares 97,222 Est. Cost $11.74 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,684 Shares 11,642 Est. Cost $130.31 Unrealized +14.8%
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $1,618 Shares 10,419 Est. Cost $64.43 Unrealized +130.6%
LOW LOWES COS INC 0.3%
Value ($000) $1,591 Shares 6,446 Est. Cost $167.60 Unrealized +56.1%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,515 Shares 2,878 Est. Cost $340.11 Unrealized +51.3%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,470 Shares 6,689 Est. Cost $111.54 Unrealized +93.9%
IYW ISHARES TR 0.2%
Value ($000) $1,470 Shares 9,216 Est. Cost $103.74 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,447 Shares 4,994 Est. Cost $222.73 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,407 Shares 9,713 Est. Cost $105.34 Unrealized +38.1%
VHT VANGUARD WORLD FD 0.2%
Value ($000) $1,381 Shares 5,445 Est. Cost $192.30 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $1,361 Shares 6,404 Est. Cost $166.16 Unrealized +30.5%
GLD SPDR GOLD TR 0.2%
Value ($000) $1,339 Shares 5,530 Est. Cost $163.22 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,305 Shares 4,502 Est. Cost $180.96 Unrealized +60.4%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $1,297 Shares 66,228 Est. Cost $5.85 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $1,297 Shares 41,348 Est. Cost $25.08 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $1,255 Shares 2,715 Est. Cost $146.76 Unrealized +219.2%
BLK BLACKROCK INC 0.2%
Value ($000) $1,173 Shares 1,144 Est. Cost $991.05 Unrealized 0.0%
PTMC PACER FDS TR 0.2%
Value ($000) $1,145 Shares 31,037 Est. Cost $29.61 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,052 Shares 2,164 Est. Cost $342.89 Unrealized +53.8%
PFE PFIZER INC 0.2%
Value ($000) $1,048 Shares 39,516 Est. Cost $28.50 Unrealized -11.9%
CB CHUBB LIMITED 0.2%
Value ($000) $1,047 Shares 3,790 Est. Cost $130.81 Unrealized +115.1%
IWB ISHARES TR 0.2%
Value ($000) $1,015 Shares 3,151 Est. Cost $140.26 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $940 Shares 1,838 Est. Cost $301.55 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $903 Shares 5,235 Est. Cost $54.49 Unrealized +209.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $880 Shares 5,729 Est. Cost $114.30 Unrealized +39.6%
ABT ABBOTT LABS 0.1%
Value ($000) $878 Shares 7,759 Est. Cost $81.37 Unrealized +39.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $861 Shares 1,654 Est. Cost $486.46 Unrealized +12.6%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $827 Shares 2,016 Est. Cost $227.76 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $815 Shares 4,444 Est. Cost $195.74 Unrealized +1.3%
T AT&T INC 0.1%
Value ($000) $775 Shares 34,055 Est. Cost $16.25 Unrealized +32.4%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $765 Shares 2,614 Est. Cost $127.62 Unrealized +125.6%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $758 Shares 4,166 Est. Cost $148.43 Unrealized +27.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $744 Shares 2,508 Est. Cost $114.23 Unrealized +148.3%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $742 Shares 2,750 Est. Cost $118.55 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $736 Shares 6,389 Est. Cost $109.41 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $722 Shares 19,232 Est. Cost $37.26 Unrealized +7.3%
DHR DANAHER CORPORATION 0.1%
Value ($000) $706 Shares 3,075 Est. Cost $230.72 Unrealized +5.7%
TJX TJX COS INC NEW 0.1%
Value ($000) $704 Shares 5,825 Est. Cost $59.48 Unrealized +97.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $686 Shares 11,593 Est. Cost $40.82 Unrealized +35.7%
RTX RTX CORPORATION 0.1%
Value ($000) $683 Shares 5,906 Est. Cost $74.02 Unrealized +59.8%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $648 Shares 3,699 Est. Cost $147.35 Unrealized
NKE NIKE INC 0.1%
Value ($000) $645 Shares 8,525 Est. Cost $101.47 Unrealized -24.6%
CME CME GROUP INC 0.1%
Value ($000) $642 Shares 2,766 Est. Cost $149.33 Unrealized +47.1%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $634 Shares 4,605 Est. Cost $87.49 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $633 Shares 4,805 Est. Cost $68.03 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $625 Shares 3,165 Est. Cost $100.45 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $608 Shares 12,582 Est. Cost $26.80 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $587 Shares 3,130 Est. Cost $110.15 Unrealized +75.3%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $583 Shares 2,600 Est. Cost $102.12 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $572 Shares 540 Est. Cost $70.95 Unrealized +185.5%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $564 Shares 2,224 Est. Cost $204.76 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $561 Shares 4,025 Est. Cost $53.85 Unrealized
PFFD GLOBAL X FDS 0.1%
Value ($000) $546 Shares 28,000 Est. Cost $20.49 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $544 Shares 1,548 Est. Cost $225.14 Unrealized +57.6%
IWD ISHARES TR 0.1%
Value ($000) $537 Shares 2,898 Est. Cost $133.03 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $535 Shares 3,208 Est. Cost $79.80 Unrealized +120.4%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $529 Shares 2,488 Est. Cost $86.82 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $526 Shares 2,076 Est. Cost $125.48 Unrealized +105.1%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $519 Shares 2,578 Est. Cost $81.02 Unrealized +152.2%
KRP KIMBELL RTY PARTNERS LP 0.1%
Value ($000) $493 Shares 30,350 Est. Cost $15.96 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $481 Shares 2,841 Est. Cost $95.23 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $477 Shares 2,475 Est. Cost $161.39 Unrealized +17.3%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $469 Shares 17,163 Est. Cost $41.44 Unrealized
SITIO ROYALTIES CORP 0.1%
Value ($000) $468 Shares 24,409 Est. Cost $28.85 Unrealized
VIS VANGUARD WORLD FD 0.1%
Value ($000) $444 Shares 1,745 Est. Cost $189.24 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $435 Shares 4,330 Est. Cost $57.97 Unrealized +67.1%
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $427 Shares 10,355 Est. Cost $30.15 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $413 Shares 1,022 Est. Cost $174.45 Unrealized +84.4%
GDX VANECK ETF TRUST 0.1%
Value ($000) $403 Shares 11,870 Est. Cost $35.09 Unrealized
EQIX EQUINIX INC 0.1%
Value ($000) $398 Shares 423 Est. Cost $705.32 Unrealized +27.3%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $395 Shares 232 Est. Cost $1026.85 Unrealized +89.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $385 Shares 1,062 Est. Cost $222.07 Unrealized +71.9%
INBX INHIBRX BIOSCIENCES INC 0.1%
Value ($000) $385 Shares 25,000 Est. Cost $15.23 Unrealized 0.0%
INFL LISTED FD TR 0.1%
Value ($000) $380 Shares 9,968 Est. Cost $37.59 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $376 Shares 9,414 Est. Cost $39.13 Unrealized +0.7%
ZTS ZOETIS INC 0.1%
Value ($000) $373 Shares 2,290 Est. Cost $168.54 Unrealized +4.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $372 Shares 6,225 Est. Cost $49.02 Unrealized +29.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $360 Shares 5,026 Est. Cost $65.19 Unrealized +15.1%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $349 Shares 1,644 Est. Cost $125.21 Unrealized +73.9%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $345 Shares 1,709 Est. Cost $143.13 Unrealized +47.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $339 Shares 591 Est. Cost $489.01 Unrealized +11.4%
BAC BANK AMERICA CORP 0.1%
Value ($000) $334 Shares 7,591 Est. Cost $26.99 Unrealized +58.7%
KLAC KLA CORP 0.1%
Value ($000) $328 Shares 520 Est. Cost $337.92 Unrealized +98.0%
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $321 Shares 13,902 Est. Cost $24.72 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $310 Shares 9,478 Est. Cost $28.38 Unrealized +28.4%
AZO AUTOZONE INC 0.1%
Value ($000) $304 Shares 95 Est. Cost $2602.91 Unrealized +21.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $300 Shares 3,029 Est. Cost $50.34 Unrealized +103.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $297 Shares 3,719 Est. Cost $88.77 Unrealized -5.5%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $296 Shares 13,500 Est. Cost $18.40 Unrealized +5.3%
LBRT LIBERTY ENERGY INC 0.0%
Value ($000) $294 Shares 14,800 Est. Cost $6.98 Unrealized +165.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $283 Shares 3,345 Est. Cost $67.45 Unrealized +26.5%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $281 Shares 3,580 Est. Cost $51.62 Unrealized
SGDM SPROTT ETF TRUST 0.0%
Value ($000) $278 Shares 10,000 Est. Cost $25.34 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.0%
Value ($000) $273 Shares 1,975 Est. Cost $57.30 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $271 Shares 5,000 Est. Cost $37.71 Unrealized +37.2%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $263 Shares 13,900 Est. Cost $20.31 Unrealized
SPYM SPDR SER TR 0.0%
Value ($000) $261 Shares 3,782 Est. Cost $64.00 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $256 Shares 2,029 Est. Cost $124.91 Unrealized -2.1%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $254 Shares 5,250 Est. Cost $42.86 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $253 Shares 2,601 Est. Cost $90.72 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $246 Shares 1,387 Est. Cost $109.39 Unrealized +62.2%
XYZ BLOCK INC 0.0%
Value ($000) $243 Shares 2,864 Est. Cost $56.54 Unrealized +45.1%
EFAV ISHARES TR 0.0%
Value ($000) $240 Shares 3,390 Est. Cost $73.37 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $235 Shares 378 Est. Cost $577.24 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $234 Shares 1,789 Est. Cost $111.57 Unrealized +16.6%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $232 Shares 2,871 Est. Cost $76.62 Unrealized +9.5%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $229 Shares 1,397 Est. Cost $84.15 Unrealized +103.1%
ICLN ISHARES TR 0.0%
Value ($000) $228 Shares 20,074 Est. Cost $15.40 Unrealized
PRK PARK NATL CORP 0.0%
Value ($000) $225 Shares 1,310 Est. Cost $165.78 Unrealized +8.9%
EMR EMERSON ELEC CO 0.0%
Value ($000) $223 Shares 1,798 Est. Cost $119.02 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $210 Shares 1,290 Est. Cost $145.69 Unrealized +23.0%
VIPER ENERGY INC 0.0%
Value ($000) $209 Shares 4,260 Est. Cost $45.11 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $200 Shares 1,757 Est. Cost $128.40 Unrealized -5.0%
IVZ INVESCO LTD 0.0%
Value ($000) $189 Shares 10,798 Est. Cost $13.12 Unrealized +29.2%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $147 Shares 17,936 Est. Cost $7.35 Unrealized
RSVR RESERVOIR MEDIA INC 0.0%
Value ($000) $136 Shares 14,974 Est. Cost $6.75 Unrealized +30.8%
PUMP PROPETRO HLDG CORP 0.0%
Value ($000) $93 Shares 10,000 Est. Cost $7.81 Unrealized +5.3%