X-Square Capital, LLC Diversified Active

CIK: 0001729300 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 9, 2024

Total Value ($000): $181 (100.0% shares, 0.0% debt)

Holdings (155)

BPOP POPULAR INC F 3.2%
Value ($000) $6 Shares 71,478 Est. Cost $50.26 Unrealized +32.5%
SPY SPDR S&P 500 ETF 3.0%
Value ($000) $5 Shares 11,319 Est. Cost $42.48 Unrealized
FBP FIRST BANCORP F 2.8%
Value ($000) $5 Shares 307,306 Est. Cost $7.83 Unrealized +76.6%
NFE NEW FORTRESS ENERGY A CLASS A 2.7%
Value ($000) $5 Shares 127,772 Est. Cost $34.79 Unrealized -0.9%
META META PLATFORMS INC CLASS A 2.6%
Value ($000) $5 Shares 13,265 Est. Cost $186.60 Unrealized +73.3%
MU MICRON TECHNOLOGY 2.5%
Value ($000) $4 Shares 52,041 Est. Cost $47.35 Unrealized +55.5%
GD GENERAL DYNAMICS CO 2.1%
Value ($000) $4 Shares 14,811 Est. Cost $159.43 Unrealized +46.9%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $3 Shares 20,283 Est. Cost $109.99 Unrealized +31.7%
CPRT COPART INC 1.8%
Value ($000) $3 Shares 68,235 Est. Cost $35.89 Unrealized +31.6%
GOOG ALPHABET INC. CLASS C 1.8%
Value ($000) $3 Shares 23,289 Est. Cost $109.54 Unrealized +22.9%
BRK/B BERKSHIRE HATHAWAY CLASS B 1.8%
Value ($000) $3 Shares 9,075 Est. Cost $206.15 Unrealized +70.3%
URNM SPROTT URANIUM MINERS ETF 1.8%
Value ($000) $3 Shares 66,956 Est. Cost $0.05 Unrealized
OFG OFG BANCORP F 1.8%
Value ($000) $3 Shares 85,805 Est. Cost $13.75 Unrealized +139.5%
URI UNITED RENTALS INC 1.7%
Value ($000) $3 Shares 5,377 Est. Cost $332.92 Unrealized +39.0%
LMT LOCKHEED MARTIN CORP 1.7%
Value ($000) $3 Shares 6,689 Est. Cost $328.28 Unrealized +27.2%
AMGN AMGEN INC. 1.6%
Value ($000) $3 Shares 9,913 Est. Cost $209.83 Unrealized +21.6%
COST COSTCO WHOLESALE CO 1.5%
Value ($000) $3 Shares 4,002 Est. Cost $263.41 Unrealized +117.7%
MELI MERCADOLIBRE INC 1.4%
Value ($000) $3 Shares 1,595 Est. Cost $1147.14 Unrealized +23.5%
XLE ENERGY SELECT SECTOR SPDR ETF 1.4%
Value ($000) $2 Shares 29,233 Est. Cost $39.48 Unrealized
PHM PULTEGROUP INC 1.3%
Value ($000) $2 Shares 23,662 Est. Cost $37.94 Unrealized +120.4%
AMZN AMAZON.COM INC 1.3%
Value ($000) $2 Shares 16,075 Est. Cost $127.70 Unrealized +9.8%
PM PHILIP MORRIS INTL 1.3%
Value ($000) $2 Shares 25,632 Est. Cost $62.86 Unrealized +33.2%
AMD ADVANCED MICRO DEVICES I 1.3%
Value ($000) $2 Shares 16,296 Est. Cost $49.27 Unrealized +139.2%
AAPL APPLE INC 1.3%
Value ($000) $2 Shares 11,835 Est. Cost $107.88 Unrealized +69.5%
LEN LENNAR CORP CLASS A 1.2%
Value ($000) $2 Shares 15,039 Est. Cost $64.38 Unrealized +81.6%
TEVA TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1.1%
Value ($000) $2 Shares 197,478 Est. Cost $8.85 Unrealized
VITAL ENERGY INC 1.1%
Value ($000) $2 Shares 42,707 Est. Cost $18.08 Unrealized
XPO XPO INC 1.1%
Value ($000) $2 Shares 22,169 Est. Cost $40.00 Unrealized +103.7%
ERX DIREXION DAILY ENERGY BULL 2X ETF 1.0%
Value ($000) $2 Shares 32,944 Est. Cost $13.47 Unrealized
WMT WALMART INC 1.0%
Value ($000) $2 Shares 11,409 Est. Cost $45.16 Unrealized +14.4%
ZTAX X-SQUARE MUNI INC TAX FR ETF 1.0%
Value ($000) $2 Shares 67,133 Est. Cost $0.03 Unrealized
GNRC GENERAC HOLDINGS INC 1.0%
Value ($000) $2 Shares 13,380 Est. Cost $113.36 Unrealized -3.2%
NVDA NVIDIA CORP 0.9%
Value ($000) $2 Shares 3,366 Est. Cost $17.67 Unrealized +162.1%
RH RH 0.9%
Value ($000) $2 Shares 5,578 Est. Cost $290.48 Unrealized -11.1%
COTY COTY INC CLASS A 0.9%
Value ($000) $2 Shares 125,655 Est. Cost $8.37 Unrealized +29.0%
TJX TJX COMPANIES INC 0.9%
Value ($000) $2 Shares 16,595 Est. Cost $87.27 Unrealized 0.0%
PYPL PAYPAL HOLDINGS INCORPOR 0.8%
Value ($000) $2 Shares 25,010 Est. Cost $144.76 Unrealized -60.5%
TPL TEXAS PACIFIC LAND CORP 0.8%
Value ($000) $2 Shares 964 Est. Cost $145.49 Unrealized +27.0%
LUV SOUTHWEST AIRLINES 0.8%
Value ($000) $2 Shares 52,490 Est. Cost $31.79 Unrealized -22.2%
JEPI JPMORGAN EQUITY PREMIUM INCO 0.8%
Value ($000) $2 Shares 27,519 Est. Cost $0.05 Unrealized
VLO VALERO ENERGY CORP 0.8%
Value ($000) $1 Shares 11,518 Est. Cost $55.30 Unrealized +115.8%
AMR ALPHA METALLURGICAL RESOURCE 0.8%
Value ($000) $1 Shares 4,395 Est. Cost $263.02 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CO 0.8%
Value ($000) $1 Shares 17,641 Est. Cost $58.76 Unrealized +28.7%
MO ALTRIA GROUP INC 0.8%
Value ($000) $1 Shares 36,405 Est. Cost $32.17 Unrealized +8.2%
FRO FRONTLINE PLC 0.8%
Value ($000) $1 Shares 72,608 Est. Cost $16.84 Unrealized +8.0%
OIH VANECK OIL SERVICES ETF 0.8%
Value ($000) $1 Shares 4,506 Est. Cost $207.82 Unrealized
DPZ DOMINOS PIZZA INC 0.7%
Value ($000) $1 Shares 3,266 Est. Cost $423.77 Unrealized -14.2%
FANG DIAMONDBACK ENERGY 0.7%
Value ($000) $1 Shares 8,644 Est. Cost $57.03 Unrealized +153.0%
BABA ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS 0.7%
Value ($000) $1 Shares 16,579 Est. Cost $184.21 Unrealized
SBSW SIBANYE-STILLWATER LTD-ADR 0.7%
Value ($000) $1 Shares 233,800 Est. Cost $0.01 Unrealized
DG DOLLAR GENERAL CORP 0.7%
Value ($000) $1 Shares 9,334 Est. Cost $141.47 Unrealized -18.1%
TELLURIAN INVESTMENTS IN 0.7%
Value ($000) $1 Shares 1,622,189 Est. Cost $3.48 Unrealized
SU SUNCOR ENERGY INC F 0.6%
Value ($000) $1 Shares 35,807 Est. Cost $19.50 Unrealized +55.6%
HD HOME DEPOT INC 0.6%
Value ($000) $1 Shares 3,285 Est. Cost $254.37 Unrealized +15.5%
TFC TRUIST FINL CORP 0.6%
Value ($000) $1 Shares 29,024 Est. Cost $42.69 Unrealized -33.9%
PBR PETROLEO BRASILEIRO-SPON ADR 0.6%
Value ($000) $1 Shares 66,475 Est. Cost $0.02 Unrealized
EXE CHESAPEAKE ENERGY CO 0.6%
Value ($000) $1 Shares 13,209 Est. Cost $59.83 Unrealized +28.8%
VALE VALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.6%
Value ($000) $1 Shares 63,658 Est. Cost $19.77 Unrealized
EC ECOPETROL S A F SPONSORED ADR 1 ADR REPS 20 ORD SHS 0.6%
Value ($000) $1 Shares 84,392 Est. Cost $0.01 Unrealized
BTU PEABODY ENERGY CORPORATI 0.5%
Value ($000) $1 Shares 39,996 Est. Cost $18.85 Unrealized +24.1%
DPST DRX DLY REG BANK BULL 3X 0.5%
Value ($000) $1 Shares 10,000 Est. Cost $0.10 Unrealized
SHOP SHOPIFY INC F CLASS A 0.5%
Value ($000) $1 Shares 12,327 Est. Cost $46.68 Unrealized +36.8%
TUSK MAMMOTH ENERGY SERVICES INC 0.5%
Value ($000) $1 Shares 215,092 Est. Cost $2.21 Unrealized +100.3%
FAST FASTENAL CO 0.5%
Value ($000) $1 Shares 14,631 Est. Cost $21.29 Unrealized +34.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.5%
Value ($000) $1 Shares 413 Est. Cost $41.08 Unrealized +1.3%
RIOT RIOT PLATFORMS INC 0.5%
Value ($000) $1 Shares 60,000 Est. Cost $13.77 Unrealized -12.4%
MSFT MICROSOFT CORP 0.5%
Value ($000) $1 Shares 2,396 Est. Cost $160.90 Unrealized +117.8%
TEN TSAKOS ENERGY NAVIGATION LTD 0.5%
Value ($000) $1 Shares 40,000 Est. Cost $21.28 Unrealized 0.0%
BRZU DIREXION BRAZIL BULL 2X SHARES ETF 0.5%
Value ($000) $1 Shares 8,601 Est. Cost $90.99 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1 Shares 5,608 Est. Cost $126.05 Unrealized +13.9%
SKECHERS U S A INC CLASS A 0.5%
Value ($000) $1 Shares 13,389 Est. Cost $24.70 Unrealized
BTE BAYTEX ENERGY CORP F 0.5%
Value ($000) $1 Shares 247,712 Est. Cost $3.68 Unrealized +0.9%
ABBV ABBVIE INC 0.5%
Value ($000) $1 Shares 5,275 Est. Cost $135.62 Unrealized +0.1%
GFS GLOBALFOUNDRIES INC 0.4%
Value ($000) $1 Shares 13,040 Est. Cost $56.90 Unrealized -2.6%
FTNT FORTINET INC 0.4%
Value ($000) $1 Shares 13,380 Est. Cost $56.70 Unrealized -2.5%
FAS FINANCIAL BULL 3X SHARES 0.4%
Value ($000) $1 Shares 9,404 Est. Cost $62.28 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.4%
Value ($000) $1 Shares 6,518 Est. Cost $111.28 Unrealized -0.0%
BAK BRASKEM SA-CLASS A- ADR 0.4%
Value ($000) $1 Shares 85,000 Est. Cost $0.01 Unrealized
AR ANTERO RESOURCES CORPORATION 0.4%
Value ($000) $1 Shares 32,913 Est. Cost $11.96 Unrealized +111.9%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $1 Shares 21,641 Est. Cost $25.49 Unrealized +8.3%
HE HAWAIIAN ELECTRIC INDS 0.4%
Value ($000) $1 Shares 50,000 Est. Cost $13.00 Unrealized 0.0%
CB CHUBB LTD F 0.4%
Value ($000) $1 Shares 3,018 Est. Cost $171.97 Unrealized +24.3%
ALLY ALLY FINL INC 0.4%
Value ($000) $1 Shares 19,492 Est. Cost $25.68 Unrealized +1.0%
Z ZILLOW GROUP INC 0.4%
Value ($000) $1 Shares 11,692 Est. Cost $130.63 Unrealized -66.3%
FDX FEDEX CORP 0.4%
Value ($000) $1 Shares 2,647 Est. Cost $270.30 Unrealized -10.3%
PG PROCTER & GAMBLE 0.4%
Value ($000) $1 Shares 4,539 Est. Cost $102.03 Unrealized +37.8%
GPRK GEOPARK LTD 0.4%
Value ($000) $1 Shares 77,000 Est. Cost $9.45 Unrealized 0.0%
GRMN GARMIN LTD F 0.4%
Value ($000) $1 Shares 4,999 Est. Cost $93.52 Unrealized +19.4%
EWZ ISHARES MSCI BRAZIL ETF 0.3%
Value ($000) $1 Shares 17,072 Est. Cost $31.84 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1 Shares 5,962 Est. Cost $69.47 Unrealized +40.5%
BDN BRANDYWINE REALTY TRUST 0.3%
Value ($000) $1 Shares 109,330 Est. Cost $0.01 Unrealized
NIO NIO INC F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.3%
Value ($000) $1 Shares 63,726 Est. Cost $21.85 Unrealized
BMA BANCO MACRO SA-ADR 0.3%
Value ($000) $1 Shares 20,000 Est. Cost $0.03 Unrealized
RIO RIO TINTO PLC 0.3%
Value ($000) $1 Shares 7,466 Est. Cost $0.07 Unrealized
BRK/A 1/100 BERKSHIRE HTWY CLA 100 SHS=1 WHOLE SH BRK A 0.3%
Value ($000) $1 Shares 100 Est. Cost $449107.90 Unrealized +18.9%
BHC BAUSCH HEALTH COS INC F 0.3%
Value ($000) $1 Shares 67,603 Est. Cost $24.17 Unrealized -69.9%
RIG TRANSOCEAN LTD 0.3%
Value ($000) $1 Shares 83,860 Est. Cost $6.69 Unrealized 0.0%
TSCO TRACTOR SUPPLY COMP 0.3%
Value ($000) $1 Shares 2,478 Est. Cost $33.82 Unrealized +16.5%
SOXX ISHARES SEMICONDUCTOR ETF 0.3%
Value ($000) $1 Shares 919 Est. Cost $0.58 Unrealized
MRSH Marsh & McLennan Cos Inc 0.3%
Value ($000) $1 Shares 2,785 Est. Cost $134.91 Unrealized +38.6%
COIN COINBASE GLOBAL INC CLASS A 0.3%
Value ($000) $1 Shares 2,921 Est. Cost $59.88 Unrealized +82.4%
RXO RXO INC 0.3%
Value ($000) $0 Shares 21,312 Est. Cost $17.74 Unrealized +13.4%
MRK MERCK & CO. INC. 0.3%
Value ($000) $0 Shares 4,485 Est. Cost $69.93 Unrealized +38.4%
ACMR ACM RESEARCH INC-CLASS A 0.3%
Value ($000) $0 Shares 25,000 Est. Cost $17.49 Unrealized 0.0%
YINN DRX DLY FTSE CHINA BULL 3X 0.3%
Value ($000) $0 Shares 23,141 Est. Cost $0.03 Unrealized
ZBRA ZEBRA TECHNOLOGIES CLASS A 0.3%
Value ($000) $0 Shares 1,725 Est. Cost $375.80 Unrealized -39.3%
MKTX MARKETAXESS HOLDINGS 0.3%
Value ($000) $0 Shares 1,564 Est. Cost $449.27 Unrealized -48.0%
INSW INTERNATIONAL SEAWAYS INC 0.3%
Value ($000) $0 Shares 10,000 Est. Cost $37.14 Unrealized 0.0%
TME TENCENT MUSIC ENTMT GR F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.2%
Value ($000) $0 Shares 50,007 Est. Cost $15.48 Unrealized
PI IMPINJ INC 0.2%
Value ($000) $0 Shares 4,996 Est. Cost $34.84 Unrealized +105.9%
VERTEX ENERGY INC 0.2%
Value ($000) $0 Shares 125,000 Est. Cost $0.00 Unrealized
ACDC PROFRAC HOLDING CORP-A 0.2%
Value ($000) $0 Shares 50,000 Est. Cost $8.76 Unrealized 0.0%
MA MasterCard Inc 0.2%
Value ($000) $0 Shares 980 Est. Cost $349.19 Unrealized +13.7%
NKE NIKE INC CLASS B 0.2%
Value ($000) $0 Shares 3,836 Est. Cost $128.67 Unrealized -20.0%
MS MORGAN STANLEY 0.2%
Value ($000) $0 Shares 4,314 Est. Cost $74.35 Unrealized +0.6%
KO THE COCA-COLA CO 0.2%
Value ($000) $0 Shares 6,688 Est. Cost $43.99 Unrealized +21.1%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $0 Shares 8,686 Est. Cost $45.18 Unrealized -6.1%
UCO PROSHARES ULTRA BLOOMBERG CR 0.2%
Value ($000) $0 Shares 15,000 Est. Cost $0.02 Unrealized
GOOGL ALPHABET INC. CLASS A 0.2%
Value ($000) $0 Shares 2,650 Est. Cost $105.87 Unrealized +26.0%
USD PROSHARES ULTRA SEMICONDUCT 0.2%
Value ($000) $0 Shares 6,800 Est. Cost $0.05 Unrealized
SOLARWINDS CORP 0.2%
Value ($000) $0 Shares 29,517 Est. Cost $14.82 Unrealized
BORR BORR DRILLING LTD 0.2%
Value ($000) $0 Shares 50,000 Est. Cost $6.07 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $0 Shares 8,395 Est. Cost $35.94 Unrealized -0.1%
EOG EOG Resources Inc 0.2%
Value ($000) $0 Shares 2,930 Est. Cost $66.77 Unrealized +73.1%
MCD MCDONALDS CORP 0.2%
Value ($000) $0 Shares 1,149 Est. Cost $184.06 Unrealized +40.5%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $0 Shares 2,683 Est. Cost $112.49 Unrealized -1.1%
QQQ INVSC QQQ TRUST SRS 1 ETF 0.2%
Value ($000) $0 Shares 756 Est. Cost $0.41 Unrealized
TMUS T-MOBILE US INC 0.2%
Value ($000) $0 Shares 1,910 Est. Cost $131.91 Unrealized +8.5%
BTI BRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $0 Shares 10,222 Est. Cost $37.42 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $0 Shares 951 Est. Cost $0.31 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $0 Shares 1,953 Est. Cost $0.15 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $0 Shares 2,107 Est. Cost $86.55 Unrealized +28.3%
OPK OPKO HEALTH INC 0.1%
Value ($000) $0 Shares 177,900 Est. Cost $5.46 Unrealized -73.5%
F FORD MOTOR CO 0.1%
Value ($000) $0 Shares 20,768 Est. Cost $10.18 Unrealized -5.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $0 Shares 1,747 Est. Cost $118.34 Unrealized 0.0%
IYH ISHARES US HEALTHCARE ETF 0.1%
Value ($000) $0 Shares 881 Est. Cost $245.69 Unrealized
ITB ISHARES US HOME CONSTRUCT ETF 0.1%
Value ($000) $0 Shares 2,424 Est. Cost $58.01 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $0 Shares 4,621 Est. Cost $46.93 Unrealized -11.9%
UUUU ENERGY FUELS INC 0.1%
Value ($000) $0 Shares 32,000 Est. Cost $7.74 Unrealized 0.0%
WFC WELLS FARGO & CO 0.1%
Value ($000) $0 Shares 4,639 Est. Cost $36.31 Unrealized +13.0%
STNG SCORPIO TANKERS INC 0.1%
Value ($000) $0 Shares 3,635 Est. Cost $0.06 Unrealized
TSM TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $0 Shares 2,121 Est. Cost $0.09 Unrealized
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.1%
Value ($000) $0 Shares 1,718 Est. Cost $93.65 Unrealized +27.3%
TGT TARGET CORP 0.1%
Value ($000) $0 Shares 1,500 Est. Cost $142.29 Unrealized -20.6%
BX BLACKSTONE INC 0.1%
Value ($000) $0 Shares 1,626 Est. Cost $48.82 Unrealized +109.1%
GM GENERAL MOTORS CO 0.1%
Value ($000) $0 Shares 5,856 Est. Cost $41.91 Unrealized -27.8%
PAGAYA TECHNOLOGIES LTD -A 0.1%
Value ($000) $0 Shares 142,551 Est. Cost $0.00 Unrealized
ZIM ZIM INTEGRATED SHIPPIN F 0.1%
Value ($000) $0 Shares 18,280 Est. Cost $41.32 Unrealized -79.7%
OBE OBSIDIAN ENERGY LTD 0.1%
Value ($000) $0 Shares 26,000 Est. Cost $7.70 Unrealized 0.0%
WB WEIBO CORP F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 13,105 Est. Cost $81.80 Unrealized
JRNGF JOURNEY ENERGY INC F 0.1%
Value ($000) $0 Shares 33,500 Est. Cost $0.00 Unrealized
SAN BANCO SANTANDER SA IAM F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 14,493 Est. Cost $6.19 Unrealized
HRTX HERON THERAPEUTICS 0.0%
Value ($000) $0 Shares 31,185 Est. Cost $8.00 Unrealized -86.2%
ADAPY ADAPTIMMUNE THERAPEUTICS-ADR 0.0%
Value ($000) $0 Shares 27,425 Est. Cost $0.00 Unrealized
CYBIN INC F 0.0%
Value ($000) $0 Shares 42,000 Est. Cost $0.29 Unrealized