X-Square Capital, LLC Diversified Active

CIK: 0001729300 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 6, 2024

Total Value ($000): $216 (100.0% shares, 0.0% debt)

Holdings (157)

IBIT ISHARES BITCOIN TRUST 3.6%
Value ($000) $8 Shares 224,396 Est. Cost $0.04 Unrealized
FBP FIRST BANCORP F 3.0%
Value ($000) $6 Shares 351,170 Est. Cost $10.59 Unrealized +57.6%
OFG OFG BANCORP F 2.9%
Value ($000) $6 Shares 167,057 Est. Cost $24.74 Unrealized +47.3%
SPY SPDR S&P 500 ETF 2.8%
Value ($000) $6 Shares 11,289 Est. Cost $38.85 Unrealized
NVDA NVIDIA CORP 2.4%
Value ($000) $5 Shares 42,751 Est. Cost $93.89 Unrealized +7.6%
META META PLATFORMS INC CLASS A 2.4%
Value ($000) $5 Shares 10,286 Est. Cost $186.60 Unrealized +159.0%
AMD ADVANCED MICRO DEVICES I 2.3%
Value ($000) $5 Shares 30,646 Est. Cost $107.54 Unrealized +49.6%
MU MICRON TECHNOLOGY 2.2%
Value ($000) $5 Shares 36,697 Est. Cost $47.35 Unrealized +164.4%
COST COSTCO WHOLESALE CO 2.0%
Value ($000) $4 Shares 5,192 Est. Cost $369.83 Unrealized +109.2%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $4 Shares 21,092 Est. Cost $113.01 Unrealized +67.4%
AMGN AMGEN INC. 2.0%
Value ($000) $4 Shares 13,614 Est. Cost $228.19 Unrealized +22.4%
BRK/B BERKSHIRE HATHAWAY CLASS B 2.0%
Value ($000) $4 Shares 10,374 Est. Cost $228.88 Unrealized +78.5%
AMZN AMAZON.COM INC 1.8%
Value ($000) $4 Shares 19,635 Est. Cost $135.41 Unrealized +35.7%
TEVA TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1.6%
Value ($000) $3 Shares 213,663 Est. Cost $8.20 Unrealized
TJX TJX COMPANIES INC 1.6%
Value ($000) $3 Shares 31,049 Est. Cost $90.73 Unrealized +8.7%
RH RH 1.6%
Value ($000) $3 Shares 13,776 Est. Cost $275.22 Unrealized -4.5%
URI UNITED RENTALS INC 1.4%
Value ($000) $3 Shares 4,834 Est. Cost $332.92 Unrealized +96.8%
GD GENERAL DYNAMICS CO 1.4%
Value ($000) $3 Shares 10,720 Est. Cost $159.43 Unrealized +78.2%
SU SUNCOR ENERGY INC F 1.4%
Value ($000) $3 Shares 79,664 Est. Cost $26.17 Unrealized +40.4%
NFE NEW FORTRESS ENERGY A CLASS A 1.4%
Value ($000) $3 Shares 137,396 Est. Cost $34.66 Unrealized -25.4%
AAPL APPLE INC 1.3%
Value ($000) $3 Shares 13,629 Est. Cost $117.43 Unrealized +57.6%
CMG CHIPOTLE MEXICAN GRILL INC 1.3%
Value ($000) $3 Shares 45,331 Est. Cost $61.82 Unrealized +0.5%
SKECHERS U S A INC CLASS A 1.3%
Value ($000) $3 Shares 40,903 Est. Cost $8.17 Unrealized
MELI MERCADOLIBRE INC 1.2%
Value ($000) $3 Shares 1,634 Est. Cost $1158.82 Unrealized +36.2%
MSFT MICROSOFT CORP 1.2%
Value ($000) $3 Shares 5,979 Est. Cost $306.81 Unrealized +36.0%
CPRT COPART INC 1.2%
Value ($000) $3 Shares 48,788 Est. Cost $35.89 Unrealized +52.1%
TPL TEXAS PACIFIC LAND CORP 1.2%
Value ($000) $3 Shares 3,441 Est. Cost $161.93 Unrealized +26.5%
TDG TRANSDIGM GROUP INC 1.2%
Value ($000) $3 Shares 1,971 Est. Cost $997.72 Unrealized +13.9%
XLE ENERGY SELECT SECTOR SPDR ETF 1.1%
Value ($000) $2 Shares 27,129 Est. Cost $31.10 Unrealized
ABBV ABBVIE INC 1.1%
Value ($000) $2 Shares 14,085 Est. Cost $152.23 Unrealized +3.2%
VLO VALERO ENERGY CORP 1.1%
Value ($000) $2 Shares 15,307 Est. Cost $75.05 Unrealized +104.5%
LEN LENNAR CORP CLASS A 1.1%
Value ($000) $2 Shares 15,571 Est. Cost $67.74 Unrealized +119.3%
XPO XPO INC 1.0%
Value ($000) $2 Shares 21,333 Est. Cost $40.00 Unrealized +180.3%
WMT WALMART INC 1.0%
Value ($000) $2 Shares 33,428 Est. Cost $52.37 Unrealized +18.3%
PYPL PAYPAL HOLDINGS INCORPOR 1.0%
Value ($000) $2 Shares 38,455 Est. Cost $114.32 Unrealized -44.5%
URNM SPROTT URANIUM MINERS ETF 1.0%
Value ($000) $2 Shares 43,850 Est. Cost $0.05 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 1.0%
Value ($000) $2 Shares 34,204 Est. Cost $59.75 Unrealized +3.8%
ZTAX X-SQUARE MUNI INC TAX FR ETF 1.0%
Value ($000) $2 Shares 78,930 Est. Cost $0.03 Unrealized
DPZ DOMINOS PIZZA INC 1.0%
Value ($000) $2 Shares 3,977 Est. Cost $423.43 Unrealized +17.4%
GOOG ALPHABET INC. CLASS C 0.9%
Value ($000) $2 Shares 11,134 Est. Cost $109.54 Unrealized +54.2%
DPST DRX DLY REG BANK BULL 3X 0.9%
Value ($000) $2 Shares 28,575 Est. Cost $0.08 Unrealized
EXPE EXPEDIA GROUP INC 0.9%
Value ($000) $2 Shares 15,780 Est. Cost $139.65 Unrealized -12.4%
KO THE COCA-COLA CO 0.9%
Value ($000) $2 Shares 29,938 Est. Cost $53.85 Unrealized +9.3%
KMB KIMBERLY CLARK CORP 0.9%
Value ($000) $2 Shares 13,679 Est. Cost $113.77 Unrealized +10.1%
DG DOLLAR GENERAL CORP 0.8%
Value ($000) $2 Shares 13,744 Est. Cost $139.84 Unrealized -3.8%
GNRC GENERAC HOLDINGS INC 0.8%
Value ($000) $2 Shares 13,454 Est. Cost $113.36 Unrealized +21.9%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.7%
Value ($000) $2 Shares 10,509 Est. Cost $128.33 Unrealized +12.4%
VITAL ENERGY INC 0.7%
Value ($000) $2 Shares 35,691 Est. Cost $18.08 Unrealized
BPOP POPULAR INC F 0.7%
Value ($000) $2 Shares 17,768 Est. Cost $50.26 Unrealized +65.3%
ORLY O'REILLY AUTOMOTIVE INC 0.7%
Value ($000) $2 Shares 1,485 Est. Cost $69.94 Unrealized -1.2%
VALE VALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.7%
Value ($000) $2 Shares 139,071 Est. Cost $9.14 Unrealized
HIMS HIMS & HERS HEALTH INC 0.7%
Value ($000) $2 Shares 75,066 Est. Cost $16.64 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.7%
Value ($000) $1 Shares 3,326 Est. Cost $445.90 Unrealized -0.4%
FRO FRONTLINE PLC 0.7%
Value ($000) $1 Shares 55,935 Est. Cost $16.84 Unrealized +37.6%
PM PHILIP MORRIS INTL 0.6%
Value ($000) $1 Shares 12,618 Est. Cost $62.86 Unrealized +45.2%
BKNG BOOKING HOLDINGS INC 0.6%
Value ($000) $1 Shares 321 Est. Cost $3522.40 Unrealized +3.8%
PHM PULTEGROUP INC 0.6%
Value ($000) $1 Shares 10,816 Est. Cost $37.94 Unrealized +195.5%
GFS GLOBALFOUNDRIES INC 0.5%
Value ($000) $1 Shares 23,435 Est. Cost $55.95 Unrealized -10.5%
HD HOME DEPOT INC 0.5%
Value ($000) $1 Shares 3,212 Est. Cost $254.37 Unrealized +28.8%
VAL VALARIS LTD 0.5%
Value ($000) $1 Shares 14,664 Est. Cost $67.05 Unrealized +8.0%
HCC WARRIOR MET COAL INC 0.5%
Value ($000) $1 Shares 17,150 Est. Cost $63.56 Unrealized +1.9%
BORR BORR DRILLING LTD 0.5%
Value ($000) $1 Shares 166,293 Est. Cost $6.09 Unrealized -6.9%
SBSW SIBANYE-STILLWATER LTD-ADR 0.5%
Value ($000) $1 Shares 240,800 Est. Cost $0.01 Unrealized
BTE BAYTEX ENERGY CORP F 0.5%
Value ($000) $1 Shares 297,780 Est. Cost $3.58 Unrealized -3.3%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1 Shares 2,105 Est. Cost $329.79 Unrealized +33.9%
VIST VISTA ENERGY SAB DE CV 0.5%
Value ($000) $1 Shares 21,589 Est. Cost $0.04 Unrealized
TELLURIAN INVESTMENTS IN 0.5%
Value ($000) $1 Shares 1,413,222 Est. Cost $3.48 Unrealized
RTX RAYTHEON TECHNOLOGIES CO 0.4%
Value ($000) $1 Shares 9,119 Est. Cost $58.76 Unrealized +70.4%
FAST FASTENAL CO 0.4%
Value ($000) $1 Shares 14,278 Est. Cost $21.42 Unrealized +52.3%
GPRK GEOPARK LTD 0.4%
Value ($000) $1 Shares 77,000 Est. Cost $9.45 Unrealized +6.0%
GRMN GARMIN LTD F 0.4%
Value ($000) $1 Shares 5,157 Est. Cost $94.79 Unrealized +61.6%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1 Shares 5,711 Est. Cost $126.35 Unrealized +11.9%
MO ALTRIA GROUP INC 0.4%
Value ($000) $1 Shares 17,906 Est. Cost $32.25 Unrealized +21.3%
CB CHUBB LTD F 0.4%
Value ($000) $1 Shares 3,160 Est. Cost $175.23 Unrealized +44.2%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $1 Shares 19,491 Est. Cost $25.49 Unrealized +44.5%
AMR ALPHA METALLURGICAL RESOURCE 0.4%
Value ($000) $1 Shares 2,741 Est. Cost $309.65 Unrealized 0.0%
ALLY ALLY FINL INC 0.4%
Value ($000) $1 Shares 19,298 Est. Cost $25.68 Unrealized +43.5%
TUSK MAMMOTH ENERGY SERVICES INC 0.3%
Value ($000) $1 Shares 215,092 Est. Cost $2.21 Unrealized +55.0%
SSO PROSHARES ULTRA S&P500 0.3%
Value ($000) $1 Shares 8,536 Est. Cost $0.08 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.3%
Value ($000) $1 Shares 25,597 Est. Cost $21.25 Unrealized
PG PROCTER & GAMBLE 0.3%
Value ($000) $1 Shares 4,233 Est. Cost $102.03 Unrealized +54.1%
TSCO TRACTOR SUPPLY COMP 0.3%
Value ($000) $1 Shares 2,579 Est. Cost $34.41 Unrealized +52.0%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1 Shares 5,945 Est. Cost $69.47 Unrealized +58.5%
GOOGL ALPHABET INC. CLASS A 0.3%
Value ($000) $1 Shares 3,701 Est. Cost $116.47 Unrealized +43.7%
BJ BJ'S WHOLESALE CLUB HOLDINGS 0.3%
Value ($000) $1 Shares 7,510 Est. Cost $69.70 Unrealized +16.2%
MSTR MICROSTRATEGY INC-CL A 0.3%
Value ($000) $1 Shares 472 Est. Cost $106.87 Unrealized +34.8%
FANG DIAMONDBACK ENERGY 0.3%
Value ($000) $1 Shares 3,235 Est. Cost $58.88 Unrealized +220.8%
MRSH Marsh & McLennan Cos Inc 0.3%
Value ($000) $1 Shares 2,957 Est. Cost $138.43 Unrealized +44.6%
RACE FERRARI NV 0.3%
Value ($000) $1 Shares 1,510 Est. Cost $406.33 Unrealized +2.3%
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 +37.3%
HE HAWAIIAN ELECTRIC INDS 0.3%
Value ($000) $1 Shares 64,146 Est. Cost $12.94 Unrealized -19.7%
SHOP SHOPIFY INC F CLASS A 0.3%
Value ($000) $1 Shares 8,646 Est. Cost $47.06 Unrealized +41.0%
TDW TIDEWATER INC 0.3%
Value ($000) $1 Shares 6,000 Est. Cost $74.59 Unrealized +32.2%
ET ENERGY TRANSFER LP 0.3%
Value ($000) $1 Shares 34,549 Est. Cost $0.02 Unrealized
MRK MERCK & CO. INC. 0.3%
Value ($000) $1 Shares 4,488 Est. Cost $69.93 Unrealized +74.1%
OIH VANECK OIL SERVICES ETF 0.3%
Value ($000) $1 Shares 1,743 Est. Cost $207.82 Unrealized
BAK BRASKEM SA-CLASS A- ADR 0.3%
Value ($000) $1 Shares 85,000 Est. Cost $0.01 Unrealized
COIN COINBASE GLOBAL INC -CLASS A 0.3%
Value ($000) $1 Shares 2,454 Est. Cost $230.10 Unrealized 0.0%
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
LFMD LIFEMD INC 0.2%
Value ($000) $1 Shares 74,229 Est. Cost $9.15 Unrealized 0.0%
IREN IRIS ENERGY LTD 0.2%
Value ($000) $1 Shares 45,000 Est. Cost $7.49 Unrealized 0.0%
EME EMCOR GROUP INC 0.2%
Value ($000) $1 Shares 1,385 Est. Cost $367.70 Unrealized 0.0%
TFC TRUIST FINL CORP 0.2%
Value ($000) $1 Shares 12,934 Est. Cost $42.69 Unrealized -18.1%
RIO RIO TINTO PLC 0.2%
Value ($000) $0 Shares 7,457 Est. Cost $0.07 Unrealized
FIX COMFORT SYSTEMS USA INC 0.2%
Value ($000) $0 Shares 1,600 Est. Cost $316.07 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC-A 0.2%
Value ($000) $0 Shares 19,180 Est. Cost $22.52 Unrealized 0.0%
EXE CHESAPEAKE ENERGY CO 0.2%
Value ($000) $0 Shares 5,832 Est. Cost $59.83 Unrealized +40.5%
MA MasterCard Inc 0.2%
Value ($000) $0 Shares 1,060 Est. Cost $356.97 Unrealized +26.5%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $0 Shares 9,238 Est. Cost $36.49 Unrealized +35.2%
RIG TRANSOCEAN LTD 0.2%
Value ($000) $0 Shares 83,860 Est. Cost $6.69 Unrealized -13.6%
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $0 Shares 1,139 Est. Cost $0.32 Unrealized
BITX VOLATILITY SHS TR 0.2%
Value ($000) $0 Shares 12,959 Est. Cost $0.03 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $0 Shares 2,074 Est. Cost $195.37 Unrealized -10.5%
EOG EOG Resources Inc 0.2%
Value ($000) $0 Shares 3,236 Est. Cost $71.20 Unrealized +71.5%
TQQQ PROSHARES ULTRAPRO QQQ 0.2%
Value ($000) $0 Shares 5,500 Est. Cost $0.06 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $0 Shares 4,067 Est. Cost $74.35 Unrealized +22.1%
ERX DIREXION DAILY ENERGY BULL 2X ETF 0.2%
Value ($000) $0 Shares 5,959 Est. Cost $13.47 Unrealized
QQQ INVSC QQQ TRUST SRS 1 ETF 0.2%
Value ($000) $0 Shares 802 Est. Cost $0.41 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $0 Shares 2,338 Est. Cost $0.15 Unrealized
TSM TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0.2%
Value ($000) $0 Shares 2,121 Est. Cost $0.09 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $0 Shares 5,798 Est. Cost $56.87 Unrealized +9.3%
QCOM QUALCOMM INC 0.2%
Value ($000) $0 Shares 1,747 Est. Cost $118.34 Unrealized +54.1%
COTY COTY INC CLASS A 0.1%
Value ($000) $0 Shares 31,976 Est. Cost $8.37 Unrealized +27.9%
ZIM ZIM INTEGRATED SHIPPIN F 0.1%
Value ($000) $0 Shares 13,975 Est. Cost $34.18 Unrealized -52.7%
TMUS T-MOBILE US INC 0.1%
Value ($000) $0 Shares 1,730 Est. Cost $131.91 Unrealized +24.0%
BTI BRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $0 Shares 9,839 Est. Cost $37.42 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 1,149 Est. Cost $184.06 Unrealized +38.6%
RIOT RIOT PLATFORMS INC 0.1%
Value ($000) $0 Shares 31,200 Est. Cost $13.77 Unrealized -26.7%
PSX PHILLIPS 66 0.1%
Value ($000) $0 Shares 1,980 Est. Cost $87.19 Unrealized +60.1%
C CITIGROUP INC 0.1%
Value ($000) $0 Shares 4,388 Est. Cost $46.93 Unrealized +25.1%
PARAMOUNT GLOBAL-CLASS B 0.1%
Value ($000) $0 Shares 25,000 Est. Cost $0.01 Unrealized
NOG NORTHERN OIL AND GAS INC 0.1%
Value ($000) $0 Shares 6,491 Est. Cost $35.45 Unrealized +13.1%
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 2,630 Est. Cost $110.60 Unrealized -12.6%
WFC WELLS FARGO & CO 0.1%
Value ($000) $0 Shares 3,896 Est. Cost $36.31 Unrealized +56.6%
ABNB AIRBNB INC-CLASS A 0.1%
Value ($000) $0 Shares 1,500 Est. Cost $152.81 Unrealized 0.0%
Z ZILLOW GROUP INC 0.1%
Value ($000) $0 Shares 4,878 Est. Cost $130.63 Unrealized -66.3%
TGLS TECNOGLASS INC 0.1%
Value ($000) $0 Shares 4,363 Est. Cost $45.80 Unrealized +12.8%
TGT TARGET CORP 0.1%
Value ($000) $0 Shares 1,474 Est. Cost $142.28 Unrealized +4.0%
F FORD MOTOR CO 0.1%
Value ($000) $0 Shares 17,317 Est. Cost $10.18 Unrealized +9.4%
ITB ISHARES US HOME CONSTRUCT ETF 0.1%
Value ($000) $0 Shares 2,148 Est. Cost $58.01 Unrealized
OPK OPKO HEALTH INC 0.1%
Value ($000) $0 Shares 169,663 Est. Cost $5.46 Unrealized -76.2%
TMF DIREXION SHS ETF TR 0.1%
Value ($000) $0 Shares 4,300 Est. Cost $0.04 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $0 Shares 1,645 Est. Cost $117.83 Unrealized 0.0%
PALL ABRDN PHYSICAL PALLADIUM SHS 0.1%
Value ($000) $0 Shares 2,260 Est. Cost $0.09 Unrealized
OBE OBSIDIAN ENERGY LTD 0.1%
Value ($000) $0 Shares 26,000 Est. Cost $7.70 Unrealized +1.8%
UUUU ENERGY FUELS INC 0.1%
Value ($000) $0 Shares 32,000 Est. Cost $7.74 Unrealized -21.1%
CLSK CLEANSPARK INC 0.1%
Value ($000) $0 Shares 12,000 Est. Cost $13.90 Unrealized +20.9%
TRIP TRIPADVISOR INC 0.1%
Value ($000) $0 Shares 10,000 Est. Cost $21.69 Unrealized 0.0%
PAGAYA TECHNOLOGIES LTD -A 0.1%
Value ($000) $0 Shares 11,879 Est. Cost $0.00 Unrealized
SOLARWINDS CORP 0.1%
Value ($000) $0 Shares 12,031 Est. Cost $14.82 Unrealized
BHC BAUSCH HEALTH COS INC F 0.1%
Value ($000) $0 Shares 19,568 Est. Cost $24.17 Unrealized -68.7%
METC RAMACO RESOURCES INC-A 0.1%
Value ($000) $0 Shares 10,000 Est. Cost $17.42 Unrealized -20.9%
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