MINDSET WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0002044232 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $366,933 (100.0% shares, 0.0% debt)

Holdings (177)

NVDA NVIDIA CORPORATION 47.9%
Value ($000) $175,748 Shares 941,944 Est. Cost $120.62 Unrealized +44.5%
AAPL APPLE INC 15.3%
Value ($000) $55,959 Shares 219,767 Est. Cost $222.91 Unrealized +1.2%
CME CME GROUP INC 2.3%
Value ($000) $8,377 Shares 31,004 Est. Cost $196.43 Unrealized +37.4%
AMZN AMAZON COM INC 1.9%
Value ($000) $6,838 Shares 31,145 Est. Cost $187.47 Unrealized +20.7%
GOOGL ALPHABET INC 1.1%
Value ($000) $4,184 Shares 17,210 Est. Cost $169.49 Unrealized +23.4%
AVGO BROADCOM INC 1.0%
Value ($000) $3,728 Shares 11,299 Est. Cost $160.42 Unrealized +90.6%
META META PLATFORMS INC 1.0%
Value ($000) $3,694 Shares 5,030 Est. Cost $552.47 Unrealized +34.5%
YUM YUM BRANDS INC 0.8%
Value ($000) $3,110 Shares 20,460 Est. Cost $132.52 Unrealized +10.2%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $2,951 Shares 8,885 Est. Cost $245.57 Unrealized +28.9%
MSFT MICROSOFT CORP 0.7%
Value ($000) $2,575 Shares 4,971 Est. Cost $425.01 Unrealized +19.7%
QQQ INVESCO QQQ TR 0.7%
Value ($000) $2,426 Shares 4,041 Est. Cost $520.62 Unrealized
V VISA INC 0.6%
Value ($000) $2,243 Shares 6,569 Est. Cost $269.36 Unrealized +28.1%
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value ($000) $2,129 Shares 11,671 Est. Cost $137.46 Unrealized +17.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,999 Shares 3,976 Est. Cost $457.08 Unrealized +6.0%
TSLA TESLA INC 0.5%
Value ($000) $1,995 Shares 4,485 Est. Cost $272.86 Unrealized +27.1%
GLW CORNING INC 0.5%
Value ($000) $1,924 Shares 23,453 Est. Cost $46.03 Unrealized +41.2%
ORCL ORACLE CORP 0.5%
Value ($000) $1,800 Shares 6,400 Est. Cost $145.32 Unrealized +74.9%
GOOG ALPHABET INC 0.5%
Value ($000) $1,717 Shares 7,049 Est. Cost $176.84 Unrealized +18.7%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $1,677 Shares 10,362 Est. Cost $142.99 Unrealized +12.9%
ABBV ABBVIE INC 0.5%
Value ($000) $1,659 Shares 7,166 Est. Cost $180.66 Unrealized +11.8%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,648 Shares 14,617 Est. Cost $110.38 Unrealized -0.6%
MRK MERCK & CO INC 0.4%
Value ($000) $1,627 Shares 19,386 Est. Cost $98.86 Unrealized -18.1%
RTX RTX CORPORATION 0.4%
Value ($000) $1,589 Shares 9,498 Est. Cost $116.85 Unrealized +32.0%
TFC TRUIST FINL CORP 0.4%
Value ($000) $1,576 Shares 34,466 Est. Cost $39.55 Unrealized +12.1%
LIBERTY ALL STAR EQUITY FD 0.4%
Value ($000) $1,505 Shares 237,458 Est. Cost $6.73 Unrealized
TMUS T-MOBILE US INC 0.4%
Value ($000) $1,470 Shares 6,140 Est. Cost $242.27 Unrealized -0.8%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.4%
Value ($000) $1,361 Shares 5,766 Est. Cost $98.58 Unrealized +72.2%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $1,358 Shares 8,373 Est. Cost $137.71 Unrealized +19.9%
FNB F N B CORP 0.4%
Value ($000) $1,342 Shares 83,333 Est. Cost $13.66 Unrealized +15.1%
NFLX NETFLIX INC 0.4%
Value ($000) $1,291 Shares 1,077 Est. Cost $86.71 Unrealized +40.8%
OKE ONEOK INC NEW 0.3%
Value ($000) $1,161 Shares 15,909 Est. Cost $81.14 Unrealized -7.5%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $1,080 Shares 2,203 Est. Cost $329.36 Unrealized +38.1%
KLAC KLA CORP 0.3%
Value ($000) $1,069 Shares 991 Est. Cost $774.49 Unrealized +20.1%
MS MORGAN STANLEY 0.3%
Value ($000) $1,046 Shares 6,582 Est. Cost $96.90 Unrealized +51.1%
ANET ARISTA NETWORKS INC 0.3%
Value ($000) $997 Shares 6,840 Est. Cost $111.30 Unrealized +15.7%
HAS HASBRO INC 0.3%
Value ($000) $994 Shares 13,104 Est. Cost $76.49 Unrealized 0.0%
QLD PROSHARES TR 0.3%
Value ($000) $962 Shares 7,014 Est. Cost $100.70 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $950 Shares 1,245 Est. Cost $882.58 Unrealized -15.9%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $943 Shares 2,990 Est. Cost $222.34 Unrealized +33.1%
CMI CUMMINS INC 0.3%
Value ($000) $918 Shares 2,173 Est. Cost $289.57 Unrealized +31.5%
BKR BAKER HUGHES COMPANY 0.2%
Value ($000) $913 Shares 18,743 Est. Cost $39.84 Unrealized +10.0%
NOW SERVICENOW INC 0.2%
Value ($000) $904 Shares 982 Est. Cost $175.57 Unrealized +6.4%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $872 Shares 1,746 Est. Cost $499.09 Unrealized -10.2%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $858 Shares 1,132 Est. Cost $563.95 Unrealized +30.3%
YUMC YUM CHINA HLDGS INC 0.2%
Value ($000) $811 Shares 18,900 Est. Cost $47.42 Unrealized -4.1%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $807 Shares 4,823 Est. Cost $112.71 Unrealized +13.4%
HD HOME DEPOT INC 0.2%
Value ($000) $803 Shares 1,982 Est. Cost $357.18 Unrealized +9.0%
MAIN MAIN STR CAP CORP 0.2%
Value ($000) $796 Shares 12,520 Est. Cost $50.17 Unrealized +28.8%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $766 Shares 2,716 Est. Cost $201.73 Unrealized +28.7%
HUBB HUBBELL INC 0.2%
Value ($000) $763 Shares 1,772 Est. Cost $379.97 Unrealized +12.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $759 Shares 11,099 Est. Cost $48.44 Unrealized +39.1%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $759 Shares 820 Est. Cost $886.30 Unrealized +7.9%
IRM IRON MTN INC DEL 0.2%
Value ($000) $751 Shares 7,364 Est. Cost $102.07 Unrealized -7.2%
PIMCO CORPORATE & INCOME OPP 0.2%
Value ($000) $748 Shares 51,785 Est. Cost $14.39 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $741 Shares 2,629 Est. Cost $237.96 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $672 Shares 4,326 Est. Cost $141.68 Unrealized +7.5%
KR KROGER CO 0.2%
Value ($000) $651 Shares 9,654 Est. Cost $53.29 Unrealized +29.6%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $651 Shares 3,541 Est. Cost $190.89 Unrealized +1.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $627 Shares 1,314 Est. Cost $348.68 Unrealized +22.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $624 Shares 3,752 Est. Cost $169.61 Unrealized -7.3%
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $622 Shares 24,376 Est. Cost $33.40 Unrealized -7.7%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $622 Shares 1,093 Est. Cost $464.80 Unrealized +23.4%
MO ALTRIA GROUP INC 0.2%
Value ($000) $616 Shares 9,324 Est. Cost $47.27 Unrealized +29.9%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $613 Shares 1,370 Est. Cost $467.84 Unrealized +2.6%
GMED GLOBUS MED INC 0.2%
Value ($000) $602 Shares 10,515 Est. Cost $70.59 Unrealized -18.4%
SO SOUTHERN CO 0.2%
Value ($000) $600 Shares 6,327 Est. Cost $83.13 Unrealized +10.9%
SMCI SUPER MICRO COMPUTER INC 0.2%
Value ($000) $590 Shares 12,315 Est. Cost $37.19 Unrealized +28.4%
CLS CELESTICA INC 0.2%
Value ($000) $577 Shares 2,341 Est. Cost $112.24 Unrealized +79.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $574 Shares 3,405 Est. Cost $151.68 Unrealized +17.2%
TNK TEEKAY TANKERS LTD 0.2%
Value ($000) $566 Shares 11,192 Est. Cost $44.39 Unrealized +6.6%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $561 Shares 3,025 Est. Cost $152.45 Unrealized +11.2%
BX BLACKSTONE INC 0.2%
Value ($000) $560 Shares 3,278 Est. Cost $169.47 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $559 Shares 3,705 Est. Cost $119.04 Unrealized +12.0%
BAC BANK AMERICA CORP 0.1%
Value ($000) $549 Shares 10,635 Est. Cost $39.18 Unrealized +23.4%
SSO PROSHARES TR 0.1%
Value ($000) $542 Shares 4,837 Est. Cost $90.17 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $535 Shares 1,330 Est. Cost $321.95 Unrealized
RDDT REDDIT INC 0.1%
Value ($000) $532 Shares 2,312 Est. Cost $122.15 Unrealized +67.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $531 Shares 1,539 Est. Cost $516.15 Unrealized -42.1%
ETN EATON CORP PLC 0.1%
Value ($000) $524 Shares 1,400 Est. Cost $312.66 Unrealized +16.2%
GEV GE VERNOVA INC 0.1%
Value ($000) $522 Shares 849 Est. Cost $481.61 Unrealized +25.7%
MET METLIFE INC 0.1%
Value ($000) $519 Shares 6,300 Est. Cost $80.45 Unrealized -3.2%
CI THE CIGNA GROUP 0.1%
Value ($000) $503 Shares 1,746 Est. Cost $329.74 Unrealized -11.1%
INGR INGREDION INC 0.1%
Value ($000) $500 Shares 4,096 Est. Cost $127.73 Unrealized +0.9%
CSX CSX CORP 0.1%
Value ($000) $498 Shares 14,012 Est. Cost $33.38 Unrealized +1.7%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $496 Shares 4,781 Est. Cost $109.97 Unrealized -6.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $480 Shares 2,278 Est. Cost $189.45 Unrealized +9.3%
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $465 Shares 3,245 Est. Cost $67.10 Unrealized +62.5%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $463 Shares 2,100 Est. Cost $221.48 Unrealized -13.3%
SHOP SHOPIFY INC 0.1%
Value ($000) $460 Shares 3,096 Est. Cost $77.60 Unrealized +74.7%
COHR COHERENT CORP 0.1%
Value ($000) $456 Shares 4,231 Est. Cost $75.03 Unrealized +32.9%
ALL ALLSTATE CORP 0.1%
Value ($000) $451 Shares 2,100 Est. Cost $176.28 Unrealized +13.6%
SSRM SSR MINING IN 0.1%
Value ($000) $446 Shares 18,275 Est. Cost $16.92 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $434 Shares 2,133 Est. Cost $180.73 Unrealized +5.9%
AGX ARGAN INC 0.1%
Value ($000) $432 Shares 1,601 Est. Cost $193.15 Unrealized +18.2%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $416 Shares 6,200 Est. Cost $68.01 Unrealized +3.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $415 Shares 3,350 Est. Cost $108.13 Unrealized +10.8%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $413 Shares 500 Est. Cost $434.87 Unrealized +55.7%
INTC INTEL CORP 0.1%
Value ($000) $408 Shares 12,170 Est. Cost $24.85 Unrealized -2.5%
APP APPLOVIN CORP 0.1%
Value ($000) $404 Shares 562 Est. Cost $324.21 Unrealized +42.2%
ALAB ASTERA LABS INC 0.1%
Value ($000) $402 Shares 2,054 Est. Cost $79.01 Unrealized +108.1%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $382 Shares 3,903 Est. Cost $75.11 Unrealized +24.5%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $377 Shares 566 Est. Cost $559.23 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $366 Shares 1,203 Est. Cost $275.30 Unrealized +9.5%
ASML ASML HOLDING N V 0.1%
Value ($000) $365 Shares 377 Est. Cost $968.09 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $360 Shares 1,226 Est. Cost $279.83 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $357 Shares 5,986 Est. Cost $67.37 Unrealized +0.4%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $354 Shares 13,439 Est. Cost $22.95 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $353 Shares 3,082 Est. Cost $91.08 Unrealized +28.4%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $343 Shares 698 Est. Cost $426.54 Unrealized +19.6%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $330 Shares 5,800 Est. Cost $54.75 Unrealized +6.9%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $330 Shares 141 Est. Cost $2400.46 Unrealized 0.0%
AEE AMEREN CORP 0.1%
Value ($000) $322 Shares 3,087 Est. Cost $76.79 Unrealized +28.4%
WMT WALMART INC 0.1%
Value ($000) $321 Shares 3,110 Est. Cost $72.98 Unrealized +36.0%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.1%
Value ($000) $318 Shares 2,183 Est. Cost $58.32 Unrealized +109.9%
IXUS ISHARES TR 0.1%
Value ($000) $317 Shares 3,844 Est. Cost $77.31 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $312 Shares 885 Est. Cost $548.46 Unrealized -34.6%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $311 Shares 2,024 Est. Cost $164.15 Unrealized -5.6%
PEY INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $306 Shares 14,545 Est. Cost $21.93 Unrealized
T AT&T INC 0.1%
Value ($000) $304 Shares 10,777 Est. Cost $19.10 Unrealized +46.9%
XYZ BLOCK INC 0.1%
Value ($000) $302 Shares 4,180 Est. Cost $79.86 Unrealized -6.3%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $301 Shares 2,186 Est. Cost $119.70 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $300 Shares 1,073 Est. Cost $279.38 Unrealized
BHP BHP GROUP LTD 0.1%
Value ($000) $295 Shares 5,300 Est. Cost $62.00 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $291 Shares 1,201 Est. Cost $220.96 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $283 Shares 942 Est. Cost $169.63 Unrealized +60.8%
SEI SOLARIS ENERGY INFRAS INC 0.1%
Value ($000) $281 Shares 7,041 Est. Cost $31.12 Unrealized 0.0%
O REALTY INCOME CORP 0.1%
Value ($000) $281 Shares 4,620 Est. Cost $52.78 Unrealized +7.8%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $279 Shares 1,265 Est. Cost $219.27 Unrealized +2.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $277 Shares 750 Est. Cost $376.71 Unrealized +2.1%
TTD THE TRADE DESK INC 0.1%
Value ($000) $277 Shares 5,650 Est. Cost $95.66 Unrealized -33.7%
EMR EMERSON ELEC CO 0.1%
Value ($000) $275 Shares 2,100 Est. Cost $118.79 Unrealized +14.0%
MTZ MASTEC INC 0.1%
Value ($000) $275 Shares 1,290 Est. Cost $183.12 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $274 Shares 1,340 Est. Cost $202.36 Unrealized -10.7%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $273 Shares 3,836 Est. Cost $60.33 Unrealized +6.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $267 Shares 6,085 Est. Cost $40.03 Unrealized +6.1%
LITE LUMENTUM HLDGS INC 0.1%
Value ($000) $266 Shares 1,635 Est. Cost $124.70 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $264 Shares 1,873 Est. Cost $128.20 Unrealized
WDAY WORKDAY INC 0.1%
Value ($000) $263 Shares 1,094 Est. Cost $241.68 Unrealized -4.3%
KRYS KRYSTAL BIOTECH INC 0.1%
Value ($000) $259 Shares 1,470 Est. Cost $149.68 Unrealized 0.0%
GWW GRAINGER W W INC 0.1%
Value ($000) $259 Shares 272 Est. Cost $956.89 Unrealized +4.6%
LEN LENNAR CORP 0.1%
Value ($000) $257 Shares 2,042 Est. Cost $164.24 Unrealized -24.8%
CRM SALESFORCE INC 0.1%
Value ($000) $249 Shares 1,050 Est. Cost $261.21 Unrealized -3.7%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $246 Shares 14,340 Est. Cost $17.16 Unrealized
OMER OMEROS CORP 0.1%
Value ($000) $246 Shares 60,000 Est. Cost $4.39 Unrealized -9.6%
SITM SITIME CORP 0.1%
Value ($000) $246 Shares 816 Est. Cost $231.82 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $245 Shares 746 Est. Cost $283.54 Unrealized
NRIM NORTHRIM BANCORP INC 0.1%
Value ($000) $244 Shares 11,252 Est. Cost $20.73 Unrealized +8.1%
SRAD SPORTRADAR GROUP AG 0.1%
Value ($000) $242 Shares 8,992 Est. Cost $21.89 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $238 Shares 1,400 Est. Cost $147.81 Unrealized 0.0%
SPXC SPX TECHNOLOGIES INC 0.1%
Value ($000) $236 Shares 1,263 Est. Cost $186.78 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $228 Shares 3,515 Est. Cost $65.00 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $226 Shares 2,806 Est. Cost $71.34 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value ($000) $224 Shares 1,669 Est. Cost $125.57 Unrealized +4.0%
HUM HUMANA INC 0.1%
Value ($000) $222 Shares 855 Est. Cost $265.90 Unrealized -1.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $221 Shares 3,300 Est. Cost $71.83 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $221 Shares 1,023 Est. Cost $225.47 Unrealized 0.0%
OKTA OKTA INC 0.1%
Value ($000) $220 Shares 2,404 Est. Cost $93.37 Unrealized 0.0%
WGS GENEDX HOLDINGS CORP 0.1%
Value ($000) $217 Shares 2,013 Est. Cost $108.95 Unrealized 0.0%
SEZL SEZZLE INC 0.1%
Value ($000) $216 Shares 2,720 Est. Cost $93.85 Unrealized +22.3%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $216 Shares 901 Est. Cost $239.64 Unrealized
LPG DORIAN LPG LTD 0.1%
Value ($000) $215 Shares 7,200 Est. Cost $30.01 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $214 Shares 6,846 Est. Cost $31.27 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $214 Shares 3,225 Est. Cost $65.79 Unrealized +3.2%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $213 Shares 2,528 Est. Cost $73.50 Unrealized 0.0%
CDZI CADIZ INC 0.1%
Value ($000) $208 Shares 44,000 Est. Cost $3.23 Unrealized +8.2%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $206 Shares 336 Est. Cost $612.38 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $202 Shares 1,400 Est. Cost $132.28 Unrealized 0.0%
UPWK UPWORK INC 0.1%
Value ($000) $201 Shares 10,816 Est. Cost $14.89 Unrealized 0.0%
IWO ISHARES TR 0.1%
Value ($000) $201 Shares 627 Est. Cost $320.04 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $191 Shares 11,470 Est. Cost $16.53 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $189 Shares 10,070 Est. Cost $18.70 Unrealized
SRTS SENSUS HEALTHCARE INC 0.0%
Value ($000) $157 Shares 50,100 Est. Cost $5.57 Unrealized -29.5%
REI RING ENERGY INC 0.0%
Value ($000) $73 Shares 67,400 Est. Cost $1.79 Unrealized -49.4%
ASM AVINO SILVER & GOLD MINES LT 0.0%
Value ($000) $65 Shares 12,354 Est. Cost $4.03 Unrealized 0.0%
SPDR S&P 500 ETF TR 0.0%
Value ($000) $42 Shares 453 Est. Cost $91.78 Unrealized
ASSERTIO HOLDINGS INC 0.0%
Value ($000) $32 Shares 36,557 Est. Cost $1.01 Unrealized
MFS INTER HIGH INCOME FD 0.0%
Value ($000) $25 Shares 14,145 Est. Cost $1.78 Unrealized