X-Square Capital, LLC Diversified Active

CIK: 0001729300 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 11, 2023

Total Value ($000): $170 (100.0% shares, 0.0% debt)

Holdings (155)

BPOP POPULAR INC F 3.3%
Value ($000) $6 Shares 97,505 Est. Cost $50.26 Unrealized +18.4%
XLE ENERGY SELECT SECTOR SPDR ETF 3.2%
Value ($000) $5 Shares 64,609 Est. Cost $39.48 Unrealized
BTU PEABODY ENERGY CORPORATI 2.6%
Value ($000) $4 Shares 169,214 Est. Cost $18.85 Unrealized +35.6%
FBP FIRST BANCORP F 2.4%
Value ($000) $4 Shares 357,834 Est. Cost $7.83 Unrealized +52.4%
OFG OFG BANCORP F 2.2%
Value ($000) $4 Shares 152,085 Est. Cost $13.75 Unrealized +103.4%
OIH VANECK OIL SERVICES ETF 2.2%
Value ($000) $4 Shares 13,238 Est. Cost $207.82 Unrealized
GD GENERAL DYNAMICS CO 2.1%
Value ($000) $4 Shares 15,353 Est. Cost $159.43 Unrealized +36.6%
META META PLATFORMS INC CLASS A 2.0%
Value ($000) $3 Shares 15,890 Est. Cost $186.60 Unrealized -9.4%
MU MICRON TECHNOLOGY 1.9%
Value ($000) $3 Shares 54,733 Est. Cost $47.35 Unrealized +22.0%
BRK/B BERKSHIRE HATHAWAY CLASS B 1.8%
Value ($000) $3 Shares 9,629 Est. Cost $206.15 Unrealized +49.5%
PROSHARES ULTRAPRO SHORT QQQ ETF 1.8%
Value ($000) $3 Shares 101,170 Est. Cost $0.03 Unrealized
AMGN AMGEN INC. 1.7%
Value ($000) $3 Shares 11,790 Est. Cost $209.83 Unrealized +6.8%
PM PHILIP MORRIS INTL 1.7%
Value ($000) $3 Shares 29,178 Est. Cost $62.86 Unrealized +38.3%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $3 Shares 21,677 Est. Cost $109.99 Unrealized +16.5%
CPRT COPART INC 1.7%
Value ($000) $3 Shares 37,440 Est. Cost $26.98 Unrealized +26.0%
OXY OCCIDENTAL PETROL CO 1.5%
Value ($000) $3 Shares 41,636 Est. Cost $26.59 Unrealized +122.5%
LMT LOCKHEED MARTIN CORP 1.5%
Value ($000) $3 Shares 5,338 Est. Cost $301.04 Unrealized +43.9%
GOOG ALPHABET INC. CLASS C 1.4%
Value ($000) $2 Shares 22,955 Est. Cost $108.46 Unrealized -11.6%
VALE VALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1.3%
Value ($000) $2 Shares 139,288 Est. Cost $19.77 Unrealized
COTY COTY INC CLASS A 1.3%
Value ($000) $2 Shares 179,878 Est. Cost $8.37 Unrealized +26.4%
TEVA TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1.3%
Value ($000) $2 Shares 239,640 Est. Cost $8.85 Unrealized
VITAL ENERGY INC 1.2%
Value ($000) $2 Shares 45,654 Est. Cost $33.90 Unrealized
COST COSTCO WHOLESALE CO 1.2%
Value ($000) $2 Shares 4,142 Est. Cost $263.41 Unrealized +78.9%
AAPL APPLE INC 1.2%
Value ($000) $2 Shares 11,894 Est. Cost $107.88 Unrealized +34.9%
VIPS VIPSHOP HLDGS LTD F SPONSORED ADR 1 ADR REPS 0.2 ORD SHS 1.1%
Value ($000) $2 Shares 127,610 Est. Cost $21.00 Unrealized
MO ALTRIA GROUP INC 1.1%
Value ($000) $2 Shares 43,271 Est. Cost $32.17 Unrealized +12.8%
FANG DIAMONDBACK ENERGY 1.1%
Value ($000) $2 Shares 14,263 Est. Cost $57.03 Unrealized +117.0%
RTX RAYTHEON TECHNOLOGIES CO 1.1%
Value ($000) $2 Shares 19,550 Est. Cost $58.36 Unrealized +58.1%
PHM PULTEGROUP INC 1.1%
Value ($000) $2 Shares 31,673 Est. Cost $37.94 Unrealized +39.1%
NFE NEW FORTRESS ENERGY A CLASS A 1.1%
Value ($000) $2 Shares 60,941 Est. Cost $35.26 Unrealized 0.0%
ALLY ALLY FINL INC 1.0%
Value ($000) $2 Shares 69,268 Est. Cost $25.68 Unrealized +0.2%
TPL TEXAS PACIFIC LAND CORP 1.0%
Value ($000) $2 Shares 1,036 Est. Cost $145.49 Unrealized +38.4%
VLO VALERO ENERGY CORP 1.0%
Value ($000) $2 Shares 12,523 Est. Cost $55.30 Unrealized +122.4%
PYPL PAYPAL HOLDINGS INCORPOR 1.0%
Value ($000) $2 Shares 22,839 Est. Cost $157.52 Unrealized -51.2%
TUSK MAMMOTH ENERGY SERVICES INC 1.0%
Value ($000) $2 Shares 405,092 Est. Cost $2.21 Unrealized +168.9%
LEN LENNAR CORP CLASS A 1.0%
Value ($000) $2 Shares 16,189 Est. Cost $64.38 Unrealized +44.0%
TELLURIAN INVESTMENTS IN 1.0%
Value ($000) $2 Shares 1,375,398 Est. Cost $4.16 Unrealized
LVS LAS VEGAS SANDS CORP 1.0%
Value ($000) $2 Shares 29,100 Est. Cost $40.95 Unrealized +30.6%
BX BLACKSTONE INC 1.0%
Value ($000) $2 Shares 19,005 Est. Cost $48.82 Unrealized +66.2%
MELI MERCADOLIBRE INC 1.0%
Value ($000) $2 Shares 1,256 Est. Cost $1000.99 Unrealized +13.6%
BABA ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS 0.9%
Value ($000) $2 Shares 15,615 Est. Cost $218.90 Unrealized
BRZU DIREXION BRAZIL BULL 2X SHARES ETF 0.9%
Value ($000) $2 Shares 24,722 Est. Cost $90.99 Unrealized
ACTIVISION BLIZZARD 0.9%
Value ($000) $2 Shares 17,925 Est. Cost $66.13 Unrealized
LUV SOUTHWEST AIRLINES 0.9%
Value ($000) $1 Shares 45,722 Est. Cost $33.54 Unrealized -5.1%
AMD ADVANCED MICRO DEVICES I 0.9%
Value ($000) $1 Shares 14,908 Est. Cost $36.54 Unrealized +122.7%
NOG NORTHERN OIL AND GAS 0.8%
Value ($000) $1 Shares 44,587 Est. Cost $21.60 Unrealized +44.2%
TJX TJX COMPANIES INC 0.8%
Value ($000) $1 Shares 17,238 Est. Cost $52.47 Unrealized +44.2%
EXE CHESAPEAKE ENERGY CO 0.8%
Value ($000) $1 Shares 17,204 Est. Cost $59.83 Unrealized +24.5%
TFC TRUIST FINL CORP 0.8%
Value ($000) $1 Shares 38,098 Est. Cost $42.69 Unrealized -12.6%
AMZN AMAZON.COM INC 0.7%
Value ($000) $1 Shares 12,261 Est. Cost $123.74 Unrealized -21.9%
NVDA NVIDIA CORP 0.7%
Value ($000) $1 Shares 4,483 Est. Cost $17.67 Unrealized +22.4%
QQQ INVSC QQQ TRUST SRS 1 ETF 0.7%
Value ($000) $1 Shares 3,867 Est. Cost $216.69 Unrealized
GM GENERAL MOTORS CO 0.7%
Value ($000) $1 Shares 33,229 Est. Cost $41.91 Unrealized -12.5%
DPZ DOMINOS PIZZA INC 0.7%
Value ($000) $1 Shares 3,681 Est. Cost $423.77 Unrealized -24.7%
SU SUNCOR ENERGY INC F 0.7%
Value ($000) $1 Shares 35,945 Est. Cost $19.50 Unrealized +49.5%
WMT WALMART INC 0.6%
Value ($000) $1 Shares 7,285 Est. Cost $41.05 Unrealized +11.6%
HD HOME DEPOT INC 0.6%
Value ($000) $1 Shares 3,387 Est. Cost $254.37 Unrealized +11.9%
FAST FASTENAL CO 0.6%
Value ($000) $1 Shares 18,502 Est. Cost $21.29 Unrealized +12.2%
RANGER OIL CORP CLASS A 0.6%
Value ($000) $1 Shares 24,425 Est. Cost $25.13 Unrealized
AVO MISSION PRODUCE INC 0.6%
Value ($000) $1 Shares 84,952 Est. Cost $14.19 Unrealized -17.7%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1 Shares 6,027 Est. Cost $126.05 Unrealized +17.3%
XPO XPO INC 0.5%
Value ($000) $1 Shares 29,204 Est. Cost $40.00 Unrealized -10.0%
FTNT FORTINET INC 0.5%
Value ($000) $1 Shares 13,922 Est. Cost $56.70 Unrealized +0.3%
CLF CLEVELAND-CLIFFS INC 0.5%
Value ($000) $1 Shares 50,443 Est. Cost $16.64 Unrealized +19.0%
FAS FINANCIAL BULL 3X SHARES 0.5%
Value ($000) $1 Shares 15,200 Est. Cost $62.28 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $1 Shares 3,007 Est. Cost $148.96 Unrealized +67.5%
EC ECOPETROL S A F SPONSORED ADR 1 ADR REPS 20 ORD SHS 0.5%
Value ($000) $1 Shares 82,000 Est. Cost $0.01 Unrealized
URI UNITED RENTALS INC 0.5%
Value ($000) $1 Shares 2,177 Est. Cost $264.22 Unrealized +54.3%
MKTX MARKETAXESS HOLDINGS 0.5%
Value ($000) $1 Shares 2,165 Est. Cost $449.27 Unrealized -24.4%
ZIM ZIM INTEGRATED SHIPPIN F 0.5%
Value ($000) $1 Shares 35,725 Est. Cost $41.32 Unrealized -49.2%
PG PROCTER & GAMBLE 0.5%
Value ($000) $1 Shares 5,437 Est. Cost $102.03 Unrealized +30.5%
AR ANTERO RESOURCES CORPORATION 0.5%
Value ($000) $1 Shares 35,000 Est. Cost $11.96 Unrealized +120.3%
FDX FEDEX CORP 0.5%
Value ($000) $1 Shares 3,420 Est. Cost $270.30 Unrealized -29.5%
ZBRA ZEBRA TECHNOLOGIES CLASS A 0.5%
Value ($000) $1 Shares 2,452 Est. Cost $375.80 Unrealized -19.6%
DVN DEVON ENERGY CORP 0.5%
Value ($000) $1 Shares 15,384 Est. Cost $45.18 Unrealized +11.9%
SKECHERS U S A INC CLASS A 0.4%
Value ($000) $1 Shares 15,845 Est. Cost $24.70 Unrealized
ITB ISHARES US HOME CONSTRUCT ETF 0.4%
Value ($000) $1 Shares 10,473 Est. Cost $58.01 Unrealized
PI IMPINJ INC 0.4%
Value ($000) $1 Shares 5,340 Est. Cost $34.84 Unrealized +265.8%
TGT TARGET CORP 0.4%
Value ($000) $1 Shares 4,302 Est. Cost $142.29 Unrealized +4.5%
NKE NIKE INC CLASS B 0.4%
Value ($000) $1 Shares 5,699 Est. Cost $128.67 Unrealized -9.3%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $1 Shares 23,734 Est. Cost $25.49 Unrealized +20.0%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1 Shares 6,174 Est. Cost $67.89 Unrealized +47.6%
RIO RIO TINTO PLC 0.4%
Value ($000) $1 Shares 9,511 Est. Cost $0.07 Unrealized
Z ZILLOW GROUP INC 0.4%
Value ($000) $1 Shares 14,528 Est. Cost $130.63 Unrealized -67.5%
DG DOLLAR GENERAL CORP 0.4%
Value ($000) $1 Shares 3,066 Est. Cost $194.10 Unrealized +9.3%
NIO NIO INC F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.4%
Value ($000) $1 Shares 60,833 Est. Cost $23.39 Unrealized
TSCO TRACTOR SUPPLY COMP 0.4%
Value ($000) $1 Shares 2,707 Est. Cost $33.82 Unrealized +28.0%
RIG TRANSOCEAN LTD 0.4%
Value ($000) $1 Shares 100,000 Est. Cost $3.84 Unrealized +67.3%
CVGW CALAVO GROWERS INC 0.4%
Value ($000) $1 Shares 21,922 Est. Cost $64.81 Unrealized -56.9%
SHOP SHOPIFY INC F CLASS A 0.4%
Value ($000) $1 Shares 12,727 Est. Cost $46.68 Unrealized -5.7%
CB CHUBB LTD F 0.3%
Value ($000) $1 Shares 3,018 Est. Cost $171.97 Unrealized +17.9%
ERX DIREXION DAILY ENERGY BULL 2X ETF 0.3%
Value ($000) $1 Shares 10,028 Est. Cost $44.12 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $1 Shares 1,403 Est. Cost $339.33 Unrealized
SCHW CHARLES SCHWAB CORP 0.3%
Value ($000) $1 Shares 10,950 Est. Cost $70.22 Unrealized 0.0%
BHC BAUSCH HEALTH COS INC F 0.3%
Value ($000) $1 Shares 70,488 Est. Cost $24.17 Unrealized -66.8%
RXO RXO INC 0.3%
Value ($000) $1 Shares 28,299 Est. Cost $17.74 Unrealized +8.2%
AKAM AKAMAI TECHNOLOGIES INC 0.3%
Value ($000) $1 Shares 6,802 Est. Cost $111.28 Unrealized -27.2%
EWZ ISHARES MSCI BRAZIL ETF 0.3%
Value ($000) $1 Shares 19,345 Est. Cost $31.84 Unrealized
KO THE COCA-COLA CO 0.3%
Value ($000) $1 Shares 8,241 Est. Cost $43.99 Unrealized +26.0%
GRMN GARMIN LTD F 0.3%
Value ($000) $1 Shares 4,999 Est. Cost $93.52 Unrealized -1.6%
MRK MERCK & CO. INC. 0.3%
Value ($000) $0 Shares 4,568 Est. Cost $67.18 Unrealized +46.9%
RH RH 0.3%
Value ($000) $0 Shares 1,966 Est. Cost $349.71 Unrealized -17.0%
BRK/A 1/100 BERKSHIRE HTWY CLA 100 SHS=1 WHOLE SH BRK A 0.3%
Value ($000) $0 Shares 100 Est. Cost $449107.90 Unrealized +4.0%
MRSH Marsh & McLennan Cos Inc 0.3%
Value ($000) $0 Shares 2,785 Est. Cost $134.91 Unrealized +18.1%
TME TENCENT MUSIC ENTMT GR F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.3%
Value ($000) $0 Shares 55,106 Est. Cost $15.48 Unrealized
GOOGL ALPHABET INC. CLASS A 0.3%
Value ($000) $0 Shares 4,372 Est. Cost $105.87 Unrealized -10.1%
OVV OVINTIV INC 0.3%
Value ($000) $0 Shares 12,321 Est. Cost $27.89 Unrealized +58.1%
MS MORGAN STANLEY 0.3%
Value ($000) $0 Shares 5,069 Est. Cost $74.35 Unrealized +14.1%
YINN DRX DLY FTSE CHINA BULL 3X 0.3%
Value ($000) $0 Shares 8,945 Est. Cost $0.05 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $0 Shares 9,754 Est. Cost $28.00 Unrealized +30.5%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $0 Shares 2,919 Est. Cost $112.49 Unrealized +3.4%
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value ($000) $0 Shares 822 Est. Cost $414.04 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $0 Shares 2,274 Est. Cost $137.22 Unrealized +0.7%
MA MasterCard Inc 0.2%
Value ($000) $0 Shares 980 Est. Cost $349.19 Unrealized +2.4%
BTI BRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $0 Shares 9,954 Est. Cost $38.99 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $0 Shares 8,395 Est. Cost $35.94 Unrealized +11.3%
EOG EOG Resources Inc 0.2%
Value ($000) $0 Shares 2,930 Est. Cost $66.77 Unrealized +63.7%
COIN COINBASE GLOBAL INC CLASS A 0.2%
Value ($000) $0 Shares 4,945 Est. Cost $59.88 Unrealized 0.0%
TMUS T-MOBILE US INC 0.2%
Value ($000) $0 Shares 2,275 Est. Cost $131.91 Unrealized +6.1%
MCD MCDONALDS CORP 0.2%
Value ($000) $0 Shares 1,149 Est. Cost $184.06 Unrealized +36.1%
WB WEIBO CORP F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $0 Shares 15,877 Est. Cost $81.80 Unrealized
OPK OPKO HEALTH INC 0.2%
Value ($000) $0 Shares 199,432 Est. Cost $5.46 Unrealized -76.4%
C CITIGROUP INC 0.2%
Value ($000) $0 Shares 6,186 Est. Cost $46.93 Unrealized -5.6%
RACE FERRARI N V F 0.2%
Value ($000) $0 Shares 1,000 Est. Cost $208.51 Unrealized +22.5%
SKY SKYLINE CHAMPION CORPORATION 0.2%
Value ($000) $0 Shares 3,545 Est. Cost $64.49 Unrealized 0.0%
SOLARWINDS CORP 0.2%
Value ($000) $0 Shares 30,814 Est. Cost $14.82 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $0 Shares 2,544 Est. Cost $73.26 Unrealized +25.1%
F FORD MOTOR CO 0.2%
Value ($000) $0 Shares 20,436 Est. Cost $10.18 Unrealized +0.2%
WFC WELLS FARGO & CO 0.1%
Value ($000) $0 Shares 6,575 Est. Cost $36.31 Unrealized +11.5%
IYH ISHARES US HEALTHCARE ETF 0.1%
Value ($000) $0 Shares 879 Est. Cost $245.69 Unrealized
NABL N-ABLE INC 0.1%
Value ($000) $0 Shares 16,876 Est. Cost $13.70 Unrealized -19.3%
HRTX HERON THERAPEUTICS 0.1%
Value ($000) $0 Shares 147,862 Est. Cost $8.00 Unrealized -68.7%
TD TORONTO DOMINION BK SR F 0.1%
Value ($000) $0 Shares 3,603 Est. Cost $50.19 Unrealized +28.7%
ENERPLUS CORP F 0.1%
Value ($000) $0 Shares 14,000 Est. Cost $8.00 Unrealized
TSM TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $0 Shares 2,156 Est. Cost $0.09 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $0 Shares 1,569 Est. Cost $116.41 Unrealized 0.0%
PROSHARES ULTRA BLOM NAT GAS ETF 0.1%
Value ($000) $0 Shares 50,970 Est. Cost $0.01 Unrealized
RIOT RIOT PLATFORMS INC 0.1%
Value ($000) $0 Shares 17,100 Est. Cost $18.05 Unrealized -64.0%
JRNGF JOURNEY ENERGY INC F 0.1%
Value ($000) $0 Shares 28,000 Est. Cost $0.00 Unrealized
DIREXION SHS ETF TR 0.1%
Value ($000) $0 Shares 12,000 Est. Cost $0.01 Unrealized
BTE BAYTEX ENERGY CORP F 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $3.90 Unrealized 0.0%
DRXN DAILY S&P BIOTECH BULL 0.0%
Value ($000) $0 Shares 12,255 Est. Cost $66.40 Unrealized
SAN BANCO SANTANDER SA IAM F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 16,148 Est. Cost $6.19 Unrealized
TCR2 THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 31,720 Est. Cost $30.08 Unrealized
INDEPENDENCE CONTRACT DRILLI 0.0%
Value ($000) $0 Shares 14,333 Est. Cost $4.12 Unrealized
VINTAGE WINE ESTATES INC 0.0%
Value ($000) $0 Shares 41,480 Est. Cost $12.01 Unrealized
SIENTRA INC 0.0%
Value ($000) $0 Shares 24,656 Est. Cost $0.00 Unrealized
TRACON PHARMACEUTL 0.0%
Value ($000) $0 Shares 17,743 Est. Cost $8.25 Unrealized
CONTEXTLOGIC INC CLASS A 0.0%
Value ($000) $0 Shares 44,000 Est. Cost $0.00 Unrealized
NEKTAR THERAPEUTICS 0.0%
Value ($000) $0 Shares 13,000 Est. Cost $5.38 Unrealized
WHEELS UP EXPERIENCE I F CLASS A 0.0%
Value ($000) $0 Shares 12,827 Est. Cost $6.56 Unrealized
WEWORK INC CLASS A 0.0%
Value ($000) $0 Shares 10,500 Est. Cost $0.00 Unrealized
CYBIN INC F 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.80 Unrealized
ORBITAL INFRASTRUCTURE G 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 58,821 Est. Cost $5.64 Unrealized