X-Square Capital, LLC Diversified Active

CIK: 0001729300 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 14, 2024

Total Value ($000): $211 (100.0% shares, 0.0% debt)

Holdings (153)

IBIT ISHARES BITCOIN TRUST 4.1%
Value ($000) $9 Shares 218,537 Est. Cost $0.04 Unrealized
SPY SPDR S&P 500 ETF 2.9%
Value ($000) $6 Shares 12,388 Est. Cost $38.85 Unrealized
BPOP POPULAR INC F 2.7%
Value ($000) $6 Shares 64,341 Est. Cost $50.26 Unrealized +58.1%
AMD ADVANCED MICRO DEVICES I 2.4%
Value ($000) $5 Shares 29,516 Est. Cost $105.50 Unrealized +65.7%
META META PLATFORMS INC CLASS A 2.4%
Value ($000) $5 Shares 10,899 Est. Cost $186.60 Unrealized +137.5%
MU MICRON TECHNOLOGY 2.0%
Value ($000) $4 Shares 36,556 Est. Cost $47.35 Unrealized +89.7%
BRK/B BERKSHIRE HATHAWAY CLASS B 2.0%
Value ($000) $4 Shares 10,329 Est. Cost $228.88 Unrealized +71.9%
FBP FIRST BANCORP F 2.0%
Value ($000) $4 Shares 241,830 Est. Cost $7.83 Unrealized +100.4%
OFG OFG BANCORP F 2.0%
Value ($000) $4 Shares 113,867 Est. Cost $19.28 Unrealized +87.7%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $4 Shares 21,296 Est. Cost $113.01 Unrealized +53.6%
NFE NEW FORTRESS ENERGY A CLASS A 1.9%
Value ($000) $4 Shares 136,615 Est. Cost $34.66 Unrealized -5.2%
COST COSTCO WHOLESALE CO 1.8%
Value ($000) $4 Shares 5,266 Est. Cost $369.83 Unrealized +91.1%
AMGN AMGEN INC. 1.8%
Value ($000) $4 Shares 13,712 Est. Cost $228.19 Unrealized +21.0%
NVDA NVIDIA CORP 1.8%
Value ($000) $4 Shares 4,254 Est. Cost $29.10 Unrealized +148.9%
AMZN AMAZON.COM INC 1.7%
Value ($000) $4 Shares 20,004 Est. Cost $135.41 Unrealized +23.3%
URI UNITED RENTALS INC 1.6%
Value ($000) $3 Shares 4,802 Est. Cost $332.92 Unrealized +89.6%
TJX TJX COMPANIES INC 1.5%
Value ($000) $3 Shares 31,365 Est. Cost $90.73 Unrealized +4.3%
GD GENERAL DYNAMICS CO 1.4%
Value ($000) $3 Shares 10,651 Est. Cost $159.43 Unrealized +61.8%
TEVA TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1.4%
Value ($000) $3 Shares 213,127 Est. Cost $8.20 Unrealized
SU SUNCOR ENERGY INC F 1.4%
Value ($000) $3 Shares 79,276 Est. Cost $26.17 Unrealized +21.0%
CPRT COPART INC 1.3%
Value ($000) $3 Shares 48,437 Est. Cost $35.89 Unrealized +43.3%
CMG CHIPOTLE MEXICAN GRILL INC 1.3%
Value ($000) $3 Shares 898 Est. Cost $46.51 Unrealized +9.9%
PYPL PAYPAL HOLDINGS INCORPOR 1.3%
Value ($000) $3 Shares 39,356 Est. Cost $114.32 Unrealized -46.4%
LEN LENNAR CORP CLASS A 1.3%
Value ($000) $3 Shares 15,683 Est. Cost $67.74 Unrealized +115.9%
XPO XPO INC 1.2%
Value ($000) $3 Shares 21,503 Est. Cost $40.00 Unrealized +167.7%
VLO VALERO ENERGY CORP 1.2%
Value ($000) $3 Shares 15,269 Est. Cost $75.05 Unrealized +80.8%
SKECHERS U S A INC CLASS A 1.2%
Value ($000) $3 Shares 40,688 Est. Cost $8.17 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $3 Shares 6,178 Est. Cost $306.81 Unrealized +30.1%
ABBV ABBVIE INC 1.2%
Value ($000) $3 Shares 14,256 Est. Cost $152.23 Unrealized +6.4%
MELI MERCADOLIBRE INC 1.2%
Value ($000) $2 Shares 1,634 Est. Cost $1158.82 Unrealized +41.2%
TDG TRANSDIGM GROUP INC 1.1%
Value ($000) $2 Shares 1,955 Est. Cost $997.72 Unrealized 0.0%
RH RH 1.1%
Value ($000) $2 Shares 7,210 Est. Cost $286.42 Unrealized -4.8%
TPL TEXAS PACIFIC LAND CORP 1.1%
Value ($000) $2 Shares 3,930 Est. Cost $161.93 Unrealized +3.3%
DPST DRX DLY REG BANK BULL 3X 1.1%
Value ($000) $2 Shares 28,575 Est. Cost $0.08 Unrealized
URNM SPROTT URANIUM MINERS ETF 1.0%
Value ($000) $2 Shares 43,850 Est. Cost $0.05 Unrealized
ZTAX X-SQUARE MUNI INC TAX FR ETF 1.0%
Value ($000) $2 Shares 78,930 Est. Cost $0.03 Unrealized
DG DOLLAR GENERAL CORP 1.0%
Value ($000) $2 Shares 13,601 Est. Cost $139.90 Unrealized -2.5%
AAPL APPLE INC 1.0%
Value ($000) $2 Shares 11,944 Est. Cost $107.88 Unrealized +67.1%
WMT WALMART INC 1.0%
Value ($000) $2 Shares 33,867 Est. Cost $52.37 Unrealized +7.0%
EXPE EXPEDIA GROUP INC 1.0%
Value ($000) $2 Shares 14,646 Est. Cost $140.99 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR ETF 1.0%
Value ($000) $2 Shares 21,358 Est. Cost $39.48 Unrealized
DPZ DOMINOS PIZZA INC 0.9%
Value ($000) $2 Shares 3,974 Est. Cost $423.43 Unrealized -0.4%
GOOG ALPHABET INC. CLASS C 0.9%
Value ($000) $2 Shares 12,193 Est. Cost $109.54 Unrealized +30.8%
VITAL ENERGY INC 0.9%
Value ($000) $2 Shares 35,691 Est. Cost $18.08 Unrealized
KO THE COCA-COLA CO 0.9%
Value ($000) $2 Shares 29,851 Est. Cost $53.85 Unrealized +5.3%
KMB KIMBERLY CLARK CORP 0.9%
Value ($000) $2 Shares 13,905 Est. Cost $113.77 Unrealized +0.3%
FANG DIAMONDBACK ENERGY 0.8%
Value ($000) $2 Shares 8,804 Est. Cost $58.88 Unrealized +170.0%
GNRC GENERAC HOLDINGS INC 0.8%
Value ($000) $2 Shares 13,345 Est. Cost $113.36 Unrealized +3.5%
VALE VALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.8%
Value ($000) $2 Shares 137,805 Est. Cost $9.14 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.8%
Value ($000) $2 Shares 1,479 Est. Cost $69.94 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.8%
Value ($000) $2 Shares 3,310 Est. Cost $445.90 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.7%
Value ($000) $2 Shares 10,437 Est. Cost $128.33 Unrealized +5.3%
FRO FRONTLINE PLC 0.7%
Value ($000) $1 Shares 59,185 Est. Cost $16.84 Unrealized +19.9%
PHM PULTEGROUP INC 0.6%
Value ($000) $1 Shares 10,938 Est. Cost $37.94 Unrealized +178.8%
GFS GLOBALFOUNDRIES INC 0.6%
Value ($000) $1 Shares 23,330 Est. Cost $55.95 Unrealized -2.2%
PM PHILIP MORRIS INTL 0.6%
Value ($000) $1 Shares 12,543 Est. Cost $62.86 Unrealized +35.1%
OXY OCCIDENTAL PETROLEUM CORP 0.5%
Value ($000) $1 Shares 17,448 Est. Cost $57.57 Unrealized 0.0%
HD HOME DEPOT INC 0.5%
Value ($000) $1 Shares 3,204 Est. Cost $254.37 Unrealized +37.0%
SBSW SIBANYE-STILLWATER LTD-ADR 0.5%
Value ($000) $1 Shares 240,800 Est. Cost $0.01 Unrealized
ERX DIREXION DAILY ENERGY BULL 2X ETF 0.5%
Value ($000) $1 Shares 15,959 Est. Cost $13.47 Unrealized
BORR BORR DRILLING LTD 0.5%
Value ($000) $1 Shares 165,300 Est. Cost $6.09 Unrealized +0.2%
BTE BAYTEX ENERGY CORP F 0.5%
Value ($000) $1 Shares 297,780 Est. Cost $3.58 Unrealized -12.9%
VAL VALARIS LTD 0.5%
Value ($000) $1 Shares 14,596 Est. Cost $67.05 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $1 Shares 290 Est. Cost $3508.24 Unrealized 0.0%
FAST FASTENAL CO 0.5%
Value ($000) $1 Shares 14,109 Est. Cost $21.29 Unrealized +59.6%
EC ECOPETROL S A F SPONSORED ADR 1 ADR REPS 20 ORD SHS 0.5%
Value ($000) $1 Shares 84,392 Est. Cost $0.01 Unrealized
VUG VANGUARD GROWTH ETF 0.5%
Value ($000) $1 Shares 2,960 Est. Cost $0.32 Unrealized
BMA BANCO MACRO SA-ADR 0.5%
Value ($000) $1 Shares 20,000 Est. Cost $0.03 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1 Shares 2,077 Est. Cost $328.28 Unrealized +26.7%
VGT VANGUARD INFO TECH ETF 0.4%
Value ($000) $1 Shares 1,884 Est. Cost $0.49 Unrealized
RTX RAYTHEON TECHNOLOGIES CO 0.4%
Value ($000) $1 Shares 9,031 Est. Cost $58.76 Unrealized +47.8%
BAK BRASKEM SA-CLASS A- ADR 0.4%
Value ($000) $1 Shares 85,000 Est. Cost $0.01 Unrealized
VIST VISTA ENERGY SAB DE CV 0.4%
Value ($000) $1 Shares 21,589 Est. Cost $0.04 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1 Shares 5,679 Est. Cost $126.35 Unrealized +18.9%
TELLURIAN INVESTMENTS IN 0.4%
Value ($000) $1 Shares 1,423,222 Est. Cost $3.48 Unrealized
BTU PEABODY ENERGY CORPORATI 0.4%
Value ($000) $1 Shares 34,180 Est. Cost $18.85 Unrealized +29.9%
EWZ ISHARES MSCI BRAZIL ETF 0.4%
Value ($000) $1 Shares 25,341 Est. Cost $21.46 Unrealized
CB CHUBB LTD F 0.4%
Value ($000) $1 Shares 3,119 Est. Cost $174.22 Unrealized +38.5%
TUSK MAMMOTH ENERGY SERVICES INC 0.4%
Value ($000) $1 Shares 215,092 Est. Cost $2.21 Unrealized +70.2%
MO ALTRIA GROUP INC 0.4%
Value ($000) $1 Shares 17,723 Est. Cost $32.17 Unrealized +10.9%
GRMN GARMIN LTD F 0.4%
Value ($000) $1 Shares 5,191 Est. Cost $94.79 Unrealized +34.6%
ALLY ALLY FINL INC 0.4%
Value ($000) $1 Shares 19,212 Est. Cost $25.68 Unrealized +33.2%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $1 Shares 20,263 Est. Cost $25.49 Unrealized +28.7%
GPRK GEOPARK LTD 0.4%
Value ($000) $1 Shares 77,000 Est. Cost $9.45 Unrealized -6.0%
PG PROCTER & GAMBLE 0.3%
Value ($000) $1 Shares 4,467 Est. Cost $102.03 Unrealized +46.9%
HE HAWAIIAN ELECTRIC INDS 0.3%
Value ($000) $1 Shares 64,146 Est. Cost $12.94 Unrealized -1.8%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1 Shares 5,945 Est. Cost $69.47 Unrealized +41.2%
TSCO TRACTOR SUPPLY COMP 0.3%
Value ($000) $1 Shares 2,538 Est. Cost $34.12 Unrealized +35.8%
SHOP SHOPIFY INC F CLASS A 0.3%
Value ($000) $1 Shares 8,481 Est. Cost $46.68 Unrealized +69.2%
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 +32.2%
MRSH Marsh & McLennan Cos Inc 0.3%
Value ($000) $1 Shares 2,906 Est. Cost $137.35 Unrealized +40.8%
GOOGL ALPHABET INC. CLASS A 0.3%
Value ($000) $1 Shares 3,650 Est. Cost $115.76 Unrealized +22.6%
TEEKAY TANKERS LTD-CLASS A 0.3%
Value ($000) $1 Shares 10,000 Est. Cost $0.06 Unrealized
MRK MERCK & CO. INC. 0.3%
Value ($000) $1 Shares 4,488 Est. Cost $69.93 Unrealized +65.5%
MSTR MICROSTRATEGY INC-CL A 0.3%
Value ($000) $1 Shares 332 Est. Cost $91.17 Unrealized 0.0%
BJ BJ'S WHOLESALE CLUB HOLDINGS 0.3%
Value ($000) $1 Shares 7,510 Est. Cost $69.70 Unrealized 0.0%
EXE CHESAPEAKE ENERGY CO 0.3%
Value ($000) $1 Shares 6,209 Est. Cost $59.83 Unrealized +26.6%
TDW TIDEWATER INC 0.3%
Value ($000) $1 Shares 6,000 Est. Cost $74.59 Unrealized 0.0%
OIH VANECK OIL SERVICES ETF 0.3%
Value ($000) $1 Shares 1,751 Est. Cost $207.82 Unrealized
TMF DIREXION SHS ETF TR 0.3%
Value ($000) $1 Shares 12,300 Est. Cost $0.04 Unrealized
BABA ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS 0.2%
Value ($000) $1 Shares 7,110 Est. Cost $184.21 Unrealized
RIG TRANSOCEAN LTD 0.2%
Value ($000) $1 Shares 83,860 Est. Cost $6.69 Unrealized -18.4%
RIO RIO TINTO PLC 0.2%
Value ($000) $1 Shares 7,795 Est. Cost $0.07 Unrealized
MA MasterCard Inc 0.2%
Value ($000) $0 Shares 1,036 Est. Cost $354.78 Unrealized +27.6%
TFC TRUIST FINL CORP 0.2%
Value ($000) $0 Shares 12,989 Est. Cost $42.69 Unrealized -21.8%
UCO PROSHARES ULTRA BLOOMBERG CR 0.2%
Value ($000) $0 Shares 15,000 Est. Cost $0.02 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $0 Shares 2,668 Est. Cost $195.37 Unrealized 0.0%
SSO PROSHARES ULTRA S&P500 0.2%
Value ($000) $0 Shares 6,186 Est. Cost $0.07 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $0 Shares 9,021 Est. Cost $36.18 Unrealized +8.9%
EOG EOG Resources Inc 0.2%
Value ($000) $0 Shares 3,150 Est. Cost $69.81 Unrealized +58.1%
MS MORGAN STANLEY 0.2%
Value ($000) $0 Shares 4,315 Est. Cost $74.35 Unrealized +11.9%
FTNT FORTINET INC 0.2%
Value ($000) $0 Shares 5,622 Est. Cost $56.70 Unrealized +17.4%
RIOT RIOT PLATFORMS INC 0.2%
Value ($000) $0 Shares 31,200 Est. Cost $13.77 Unrealized -5.4%
BITX VOLATILITY SHS TR 0.2%
Value ($000) $0 Shares 10,650 Est. Cost $0.03 Unrealized
COTY COTY INC CLASS A 0.2%
Value ($000) $0 Shares 31,976 Est. Cost $8.37 Unrealized +45.8%
NMM NAVIOS MARITIME PARTNERS LP 0.2%
Value ($000) $0 Shares 8,278 Est. Cost $0.04 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $0 Shares 2,238 Est. Cost $0.15 Unrealized
QQQ INVSC QQQ TRUST SRS 1 ETF 0.2%
Value ($000) $0 Shares 792 Est. Cost $0.41 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 1,149 Est. Cost $184.06 Unrealized +51.0%
NVGS NAVIGATOR HOLDINGS LTD 0.1%
Value ($000) $0 Shares 20,000 Est. Cost $15.01 Unrealized 0.0%
HCC WARRIOR MET COAL INC 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $60.58 Unrealized 0.0%
TMUS T-MOBILE US INC 0.1%
Value ($000) $0 Shares 1,810 Est. Cost $131.91 Unrealized +19.9%
BTI BRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 9,987 Est. Cost $37.42 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
QCOM QUALCOMM INC 0.1%
Value ($000) $0 Shares 1,747 Est. Cost $118.34 Unrealized +25.5%
PSX PHILLIPS 66 0.1%
Value ($000) $0 Shares 1,956 Est. Cost $86.55 Unrealized +56.0%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 2,508 Est. Cost $111.28 Unrealized +3.6%
C CITIGROUP INC 0.1%
Value ($000) $0 Shares 4,452 Est. Cost $46.93 Unrealized +11.9%
NOG NORTHERN OIL AND GAS INC 0.1%
Value ($000) $0 Shares 6,491 Est. Cost $35.45 Unrealized 0.0%
ZIM ZIM INTEGRATED SHIPPIN F 0.1%
Value ($000) $0 Shares 24,200 Est. Cost $34.18 Unrealized -64.5%
CLSK CLEANSPARK INC 0.1%
Value ($000) $0 Shares 12,000 Est. Cost $13.90 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $0 Shares 1,550 Est. Cost $142.28 Unrealized -0.2%
ITB ISHARES US HOME CONSTRUCT ETF 0.1%
Value ($000) $0 Shares 2,401 Est. Cost $58.01 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $0 Shares 4,142 Est. Cost $36.31 Unrealized +38.0%
F FORD MOTOR CO 0.1%
Value ($000) $0 Shares 19,791 Est. Cost $10.18 Unrealized +5.1%
TQQQ PROSHARES ULTRAPRO QQQ 0.1%
Value ($000) $0 Shares 4,500 Est. Cost $0.05 Unrealized
Z ZILLOW GROUP INC 0.1%
Value ($000) $0 Shares 4,878 Est. Cost $130.63 Unrealized -58.3%
OBE OBSIDIAN ENERGY LTD 0.1%
Value ($000) $0 Shares 26,000 Est. Cost $7.70 Unrealized -9.2%
TGLS TECNOGLASS INC 0.1%
Value ($000) $0 Shares 4,126 Est. Cost $45.47 Unrealized 0.0%
RACE FERRARI NV 0.1%
Value ($000) $0 Shares 500 Est. Cost $387.39 Unrealized 0.0%
OPK OPKO HEALTH INC 0.1%
Value ($000) $0 Shares 169,663 Est. Cost $5.46 Unrealized -81.6%
MKTX MARKETAXESS HOLDINGS 0.1%
Value ($000) $0 Shares 924 Est. Cost $449.27 Unrealized -49.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $0 Shares 439 Est. Cost $0.46 Unrealized
UUUU ENERGY FUELS INC 0.1%
Value ($000) $0 Shares 32,000 Est. Cost $7.74 Unrealized -12.9%
BHC BAUSCH HEALTH COS INC F 0.1%
Value ($000) $0 Shares 19,568 Est. Cost $24.17 Unrealized -63.8%
METC RAMACO RESOURCES INC-A 0.1%
Value ($000) $0 Shares 10,000 Est. Cost $17.42 Unrealized 0.0%
SOLARWINDS CORP 0.1%
Value ($000) $0 Shares 12,031 Est. Cost $14.82 Unrealized
PAGAYA TECHNOLOGIES LTD -A 0.1%
Value ($000) $0 Shares 11,879 Est. Cost $0.00 Unrealized
JRNGF JOURNEY ENERGY INC F 0.0%
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
NIO NIO INC F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 13,240 Est. Cost $21.85 Unrealized
CYBIN INC F 0.0%
Value ($000) $0 Shares 42,000 Est. Cost $0.29 Unrealized
ADAPY ADAPTIMMUNE THERAPEUTICS-ADR 0.0%
Value ($000) $0 Shares 11,192 Est. Cost $0.00 Unrealized