X-Square Capital, LLC Diversified Active

CIK: 0001729300 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 22, 2024

Total Value ($000): $228 (100.0% shares, 0.0% debt)

Holdings (161)

IBIT ISHARES BITCOIN TRUST 3.5%
Value ($000) $8 Shares 223,396 Est. Cost $0.04 Unrealized
SPY SPDR S&P 500 ETF 3.5%
Value ($000) $8 Shares 13,866 Est. Cost $31.74 Unrealized
FBP FIRST BANCORP F 2.9%
Value ($000) $7 Shares 314,170 Est. Cost $10.59 Unrealized +84.8%
OFG OFG BANCORP F 2.8%
Value ($000) $6 Shares 142,733 Est. Cost $24.74 Unrealized +74.0%
META META PLATFORMS INC CLASS A 2.6%
Value ($000) $6 Shares 10,510 Est. Cost $193.53 Unrealized +164.6%
AMD ADVANCED MICRO DEVICES I 2.3%
Value ($000) $5 Shares 32,406 Est. Cost $109.95 Unrealized +38.2%
BRK/B BERKSHIRE HATHAWAY CLASS B 2.2%
Value ($000) $5 Shares 10,691 Est. Cost $235.20 Unrealized +88.0%
COST COSTCO WHOLESALE CO 2.1%
Value ($000) $5 Shares 5,354 Est. Cost $384.72 Unrealized +124.0%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $5 Shares 21,661 Est. Cost $115.43 Unrealized +77.6%
AMGN AMGEN INC. 2.0%
Value ($000) $4 Shares 13,955 Est. Cost $230.26 Unrealized +36.0%
URI UNITED RENTALS INC 1.8%
Value ($000) $4 Shares 4,988 Est. Cost $344.58 Unrealized +106.3%
TEVA TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1.7%
Value ($000) $4 Shares 220,163 Est. Cost $7.96 Unrealized
MU MICRON TECHNOLOGY 1.7%
Value ($000) $4 Shares 37,824 Est. Cost $49.03 Unrealized +112.1%
NVDA NVIDIA CORP 1.7%
Value ($000) $4 Shares 31,852 Est. Cost $93.89 Unrealized +25.8%
TJX TJX COMPANIES INC 1.7%
Value ($000) $4 Shares 32,044 Est. Cost $91.41 Unrealized +23.3%
AMZN AMAZON.COM INC 1.6%
Value ($000) $4 Shares 20,127 Est. Cost $136.56 Unrealized +33.6%
RH RH 1.6%
Value ($000) $4 Shares 10,697 Est. Cost $275.22 Unrealized +0.0%
MELI MERCADOLIBRE INC 1.5%
Value ($000) $3 Shares 1,704 Est. Cost $1188.55 Unrealized +58.4%
GD GENERAL DYNAMICS CO 1.5%
Value ($000) $3 Shares 11,087 Est. Cost $163.64 Unrealized +75.1%
AAPL APPLE INC 1.4%
Value ($000) $3 Shares 13,636 Est. Cost $117.43 Unrealized +89.0%
CPRT COPART INC 1.4%
Value ($000) $3 Shares 59,330 Est. Cost $38.74 Unrealized +34.0%
TPL TEXAS PACIFIC LAND CORP 1.4%
Value ($000) $3 Shares 3,507 Est. Cost $164.01 Unrealized +66.1%
LEN LENNAR CORP CLASS A 1.3%
Value ($000) $3 Shares 16,255 Est. Cost $71.80 Unrealized +128.7%
SU SUNCOR ENERGY INC F 1.3%
Value ($000) $3 Shares 82,453 Est. Cost $26.54 Unrealized +39.8%
TDG TRANSDIGM GROUP INC 1.3%
Value ($000) $3 Shares 2,061 Est. Cost $1004.48 Unrealized +14.7%
ABBV ABBVIE INC 1.3%
Value ($000) $3 Shares 14,710 Est. Cost $153.36 Unrealized +16.5%
CMG CHIPOTLE MEXICAN GRILL INC 1.3%
Value ($000) $3 Shares 49,644 Est. Cost $61.25 Unrealized -9.6%
SKECHERS U S A INC CLASS A 1.3%
Value ($000) $3 Shares 42,625 Est. Cost $7.84 Unrealized
WMT WALMART INC 1.2%
Value ($000) $3 Shares 34,460 Est. Cost $52.98 Unrealized +36.8%
PYPL PAYPAL HOLDINGS INCORPOR 1.2%
Value ($000) $3 Shares 34,638 Est. Cost $114.32 Unrealized -41.6%
MSFT MICROSOFT CORP 1.2%
Value ($000) $3 Shares 6,108 Est. Cost $309.27 Unrealized +36.8%
XLE ENERGY SELECT SECTOR SPDR ETF 1.1%
Value ($000) $2 Shares 27,691 Est. Cost $30.47 Unrealized
XPO XPO INC 1.1%
Value ($000) $2 Shares 22,353 Est. Cost $43.28 Unrealized +158.6%
GNRC GENERAC HOLDINGS INC 1.0%
Value ($000) $2 Shares 14,227 Est. Cost $115.27 Unrealized +28.7%
KO THE COCA-COLA CO 1.0%
Value ($000) $2 Shares 30,699 Est. Cost $54.15 Unrealized +21.3%
VLO VALERO ENERGY CORP 0.9%
Value ($000) $2 Shares 15,630 Est. Cost $76.38 Unrealized +82.5%
ZTAX X-SQUARE MUNI INC TAX FR ETF 0.9%
Value ($000) $2 Shares 79,498 Est. Cost $0.03 Unrealized
MSTR MICROSTRATEGY INC-CL A 0.9%
Value ($000) $2 Shares 12,200 Est. Cost $141.57 Unrealized +1.0%
URNM SPROTT URANIUM MINERS ETF 0.9%
Value ($000) $2 Shares 43,850 Est. Cost $0.05 Unrealized
KMB KIMBERLY CLARK CORP 0.9%
Value ($000) $2 Shares 14,027 Est. Cost $114.28 Unrealized +17.4%
DPZ DOMINOS PIZZA INC 0.8%
Value ($000) $2 Shares 4,460 Est. Cost $423.60 Unrealized +0.3%
GOOG ALPHABET INC. CLASS C 0.8%
Value ($000) $2 Shares 11,465 Est. Cost $111.23 Unrealized +51.2%
NOC NORTHROP GRUMMAN CORP 0.8%
Value ($000) $2 Shares 3,427 Est. Cost $446.85 Unrealized +7.0%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.8%
Value ($000) $2 Shares 10,891 Est. Cost $129.02 Unrealized +14.7%
OXY OCCIDENTAL PETROLEUM CORP 0.8%
Value ($000) $2 Shares 34,265 Est. Cost $59.75 Unrealized -7.3%
ORLY O'REILLY AUTOMOTIVE INC 0.8%
Value ($000) $2 Shares 1,530 Est. Cost $70.04 Unrealized +4.9%
VALE VALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.8%
Value ($000) $2 Shares 149,231 Est. Cost $8.52 Unrealized
NFE NEW FORTRESS ENERGY A CLASS A 0.7%
Value ($000) $2 Shares 184,746 Est. Cost $29.73 Unrealized -48.1%
BKNG BOOKING HOLDINGS INC 0.7%
Value ($000) $2 Shares 383 Est. Cost $3566.37 Unrealized +6.4%
BPOP POPULAR INC F 0.7%
Value ($000) $2 Shares 16,067 Est. Cost $50.26 Unrealized +86.4%
PM PHILIP MORRIS INTL 0.7%
Value ($000) $2 Shares 12,964 Est. Cost $64.11 Unrealized +71.3%
EXPE EXPEDIA GROUP INC 0.7%
Value ($000) $2 Shares 10,506 Est. Cost $139.65 Unrealized -5.9%
PHM PULTEGROUP INC 0.7%
Value ($000) $2 Shares 10,798 Est. Cost $37.94 Unrealized +231.5%
LULU LULULEMON ATHLETICA INC 0.6%
Value ($000) $1 Shares 5,132 Est. Cost $265.38 Unrealized 0.0%
HIMS HIMS & HERS HEALTH INC 0.6%
Value ($000) $1 Shares 75,066 Est. Cost $16.64 Unrealized +7.6%
HD HOME DEPOT INC 0.6%
Value ($000) $1 Shares 3,320 Est. Cost $257.57 Unrealized +36.9%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $1 Shares 2,182 Est. Cost $336.38 Unrealized +53.5%
DG DOLLAR GENERAL CORP 0.5%
Value ($000) $1 Shares 14,778 Est. Cost $137.48 Unrealized -22.8%
RTX RAYTHEON TECHNOLOGIES CO 0.5%
Value ($000) $1 Shares 9,572 Est. Cost $61.23 Unrealized +81.4%
HCC WARRIOR MET COAL INC 0.5%
Value ($000) $1 Shares 17,150 Est. Cost $63.56 Unrealized -2.2%
PLTR PALANTIR TECHNOLOGIES INC-A 0.5%
Value ($000) $1 Shares 29,081 Est. Cost $25.30 Unrealized +21.3%
FAST FASTENAL CO 0.5%
Value ($000) $1 Shares 14,844 Est. Cost $21.86 Unrealized +50.6%
SBSW SIBANYE-STILLWATER LTD-ADR 0.4%
Value ($000) $1 Shares 239,970 Est. Cost $0.01 Unrealized
GFS GLOBALFOUNDRIES INC 0.4%
Value ($000) $1 Shares 24,329 Est. Cost $55.60 Unrealized -16.5%
CB CHUBB LTD F 0.4%
Value ($000) $1 Shares 3,393 Est. Cost $181.80 Unrealized +49.0%
BORR BORR DRILLING LTD 0.4%
Value ($000) $1 Shares 177,727 Est. Cost $6.08 Unrealized -3.2%
GRMN GARMIN LTD F 0.4%
Value ($000) $1 Shares 5,521 Est. Cost $99.67 Unrealized +69.4%
QQQ INVSC QQQ TRUST SRS 1 ETF 0.4%
Value ($000) $1 Shares 1,977 Est. Cost $0.46 Unrealized
VITAL ENERGY INC 0.4%
Value ($000) $1 Shares 35,655 Est. Cost $18.08 Unrealized
MO ALTRIA GROUP INC 0.4%
Value ($000) $1 Shares 18,797 Est. Cost $32.87 Unrealized +38.5%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1 Shares 5,890 Est. Cost $127.15 Unrealized +20.1%
UCO PROSHARES ULTRA BLOOM CRUDE ETF 0.4%
Value ($000) $1 Shares 35,500 Est. Cost $0.03 Unrealized
BTE BAYTEX ENERGY CORP F 0.4%
Value ($000) $1 Shares 297,780 Est. Cost $3.58 Unrealized -7.6%
VAL VALARIS LTD 0.4%
Value ($000) $1 Shares 15,370 Est. Cost $66.97 Unrealized -2.2%
TSCO TRACTOR SUPPLY COMP 0.4%
Value ($000) $1 Shares 2,795 Est. Cost $35.81 Unrealized +46.7%
TNA DIREXION DAILY SMALL CAP BULL 3X ETF 0.3%
Value ($000) $1 Shares 17,500 Est. Cost $0.04 Unrealized
SHOP SHOPIFY INC F CLASS A 0.3%
Value ($000) $1 Shares 9,573 Est. Cost $49.19 Unrealized +40.4%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $1 Shares 19,299 Est. Cost $25.49 Unrealized +52.1%
IREN IRIS ENERGY LTD 0.3%
Value ($000) $1 Shares 90,000 Est. Cost $8.34 Unrealized +10.2%
PG PROCTER & GAMBLE 0.3%
Value ($000) $1 Shares 4,226 Est. Cost $102.03 Unrealized +61.0%
RACE FERRARI NV 0.3%
Value ($000) $1 Shares 1,510 Est. Cost $406.33 Unrealized +10.4%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1 Shares 5,943 Est. Cost $69.47 Unrealized +58.4%
SOXL DIREXION SEMICONDUCTOR BULL 3X ETF 0.3%
Value ($000) $1 Shares 18,926 Est. Cost $0.04 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 +47.8%
AMR ALPHA METALLURGICAL RESOURCE 0.3%
Value ($000) $1 Shares 2,921 Est. Cost $306.31 Unrealized -16.6%
ALLY ALLY FINL INC 0.3%
Value ($000) $1 Shares 19,306 Est. Cost $25.68 Unrealized +48.1%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $1 Shares 3,685 Est. Cost $143.05 Unrealized 0.0%
FIX COMFORT SYSTEMS USA INC 0.3%
Value ($000) $1 Shares 1,600 Est. Cost $316.07 Unrealized +3.7%
BAK BRASKEM SA-CLASS A- ADR 0.3%
Value ($000) $1 Shares 85,000 Est. Cost $0.01 Unrealized
BJ BJ'S WHOLESALE CLUB HOLDINGS 0.3%
Value ($000) $1 Shares 7,489 Est. Cost $69.70 Unrealized +21.4%
GPRK GEOPARK LTD 0.3%
Value ($000) $1 Shares 77,000 Est. Cost $9.45 Unrealized -3.2%
EME EMCOR GROUP INC 0.3%
Value ($000) $1 Shares 1,385 Est. Cost $367.70 Unrealized +2.4%
RIO RIO TINTO PLC 0.3%
Value ($000) $1 Shares 8,368 Est. Cost $0.07 Unrealized
MA MasterCard Inc 0.3%
Value ($000) $1 Shares 1,197 Est. Cost $368.96 Unrealized +25.1%
GOOGL ALPHABET INC. CLASS A 0.3%
Value ($000) $1 Shares 3,511 Est. Cost $116.47 Unrealized +43.1%
TFC TRUIST FINL CORP 0.2%
Value ($000) $1 Shares 12,901 Est. Cost $42.69 Unrealized -7.3%
FANG DIAMONDBACK ENERGY 0.2%
Value ($000) $1 Shares 3,133 Est. Cost $58.88 Unrealized +214.4%
EXE CHESAPEAKE ENERGY CO 0.2%
Value ($000) $1 Shares 6,560 Est. Cost $61.32 Unrealized +19.5%
FTNT FORTINET INC 0.2%
Value ($000) $1 Shares 6,810 Est. Cost $58.57 Unrealized +16.6%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $1 Shares 10,506 Est. Cost $37.42 Unrealized +18.2%
CMI CUMMINS INC 0.2%
Value ($000) $1 Shares 1,600 Est. Cost $287.98 Unrealized 0.0%
MRK MERCK & CO. INC. 0.2%
Value ($000) $1 Shares 4,499 Est. Cost $69.93 Unrealized +61.5%
APP APPLOVIN CORPORATION 0.2%
Value ($000) $1 Shares 3,900 Est. Cost $91.24 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $1 Shares 1,324 Est. Cost $0.33 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $0 Shares 1,849 Est. Cost $195.37 Unrealized +16.7%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $0 Shares 2,683 Est. Cost $0.15 Unrealized
EOG EOG Resources Inc 0.2%
Value ($000) $0 Shares 3,709 Est. Cost $77.48 Unrealized +55.4%
OIH VANECK OIL SERVICES ETF 0.2%
Value ($000) $0 Shares 1,576 Est. Cost $207.82 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.2%
Value ($000) $0 Shares 15,112 Est. Cost $21.25 Unrealized
BMA BANCO MACRO 0.2%
Value ($000) $0 Shares 7,000 Est. Cost $0.06 Unrealized
TDW TIDEWATER INC 0.2%
Value ($000) $0 Shares 6,000 Est. Cost $74.59 Unrealized +16.8%
MS MORGAN STANLEY 0.2%
Value ($000) $0 Shares 4,068 Est. Cost $74.35 Unrealized +30.3%
SSO PROSHARES ULTRA S&P500 0.2%
Value ($000) $0 Shares 4,496 Est. Cost $0.08 Unrealized
BITX VOLATILITY SHS TR 0.2%
Value ($000) $0 Shares 13,789 Est. Cost $0.03 Unrealized
LFMD LIFEMD INC 0.2%
Value ($000) $0 Shares 74,229 Est. Cost $9.15 Unrealized -37.0%
TGLS TECNOGLASS INC 0.2%
Value ($000) $0 Shares 5,545 Est. Cost $48.31 Unrealized +19.1%
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
BTI BRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $0 Shares 9,852 Est. Cost $37.42 Unrealized
RIG TRANSOCEAN LTD 0.2%
Value ($000) $0 Shares 83,860 Est. Cost $6.69 Unrealized -26.3%
TMUS T-MOBILE US INC 0.2%
Value ($000) $0 Shares 1,708 Est. Cost $131.91 Unrealized +42.1%
MCD MCDONALDS CORP 0.2%
Value ($000) $0 Shares 1,150 Est. Cost $184.06 Unrealized +44.9%
HE HAWAIIAN ELECTRIC INDS 0.2%
Value ($000) $0 Shares 36,133 Est. Cost $12.94 Unrealized -4.2%
ERX DIREXION DAILY ENERGY BULL 2X ETF 0.2%
Value ($000) $0 Shares 5,905 Est. Cost $13.47 Unrealized
TMF DIREXION SHS ETF TR 0.2%
Value ($000) $0 Shares 6,000 Est. Cost $0.05 Unrealized
GOGL GOLDEN OCEAN GROUP LTD 0.1%
Value ($000) $0 Shares 25,000 Est. Cost $0.01 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 3,288 Est. Cost $107.97 Unrealized -9.7%
SKYH SKY HARBOUR GROUP CORPORATION 0.1%
Value ($000) $0 Shares 30,000 Est. Cost $10.67 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC 0.1%
Value ($000) $0 Shares 1,280 Est. Cost $228.65 Unrealized 0.0%
GGAL GRUPO FINANCIERO GALICIA-ADR 0.1%
Value ($000) $0 Shares 7,500 Est. Cost $0.04 Unrealized
Z ZILLOW GROUP INC 0.1%
Value ($000) $0 Shares 4,812 Est. Cost $130.63 Unrealized -58.9%
BABA ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS 0.1%
Value ($000) $0 Shares 2,881 Est. Cost $184.21 Unrealized
COTY COTY INC CLASS A 0.1%
Value ($000) $0 Shares 31,976 Est. Cost $8.37 Unrealized +13.9%
UWMC UWM HOLDINGS CORPORATION 0.1%
Value ($000) $0 Shares 35,000 Est. Cost $8.43 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $0 Shares 1,739 Est. Cost $118.34 Unrealized +44.6%
COIN COINBASE GLOBAL INC -CLASS A 0.1%
Value ($000) $0 Shares 1,662 Est. Cost $230.10 Unrealized -12.9%
ITB ISHARES US HOME CONSTRUCT ETF 0.1%
Value ($000) $0 Shares 2,149 Est. Cost $58.01 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $0 Shares 4,316 Est. Cost $46.93 Unrealized +26.6%
ICE INTERNATIONAL EXCHANGE INC 0.1%
Value ($000) $0 Shares 1,661 Est. Cost $151.68 Unrealized 0.0%
PARAMOUNT GLOBAL-CLASS B 0.1%
Value ($000) $0 Shares 25,000 Est. Cost $0.01 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $0 Shares 1,949 Est. Cost $87.19 Unrealized +47.3%
TQQQ PROSHARES ULTRAPRO QQQ 0.1%
Value ($000) $0 Shares 3,500 Est. Cost $0.06 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $0 Shares 1,653 Est. Cost $117.83 Unrealized +13.4%
OPK OPKO HEALTH INC 0.1%
Value ($000) $0 Shares 169,551 Est. Cost $5.46 Unrealized -72.8%
RXO RXO INC 0.1%
Value ($000) $0 Shares 8,918 Est. Cost $28.24 Unrealized 0.0%
RIOT RIOT PLATFORMS INC 0.1%
Value ($000) $0 Shares 31,058 Est. Cost $13.77 Unrealized -37.1%
NOG NORTHERN OIL AND GAS INC 0.1%
Value ($000) $0 Shares 6,452 Est. Cost $35.45 Unrealized +7.6%
TGT TARGET CORP 0.1%
Value ($000) $0 Shares 1,433 Est. Cost $142.28 Unrealized -0.9%
PI IMPINJ INC 0.1%
Value ($000) $0 Shares 1,030 Est. Cost $169.54 Unrealized 0.0%
WFC WELLS FARGO & CO 0.1%
Value ($000) $0 Shares 3,908 Est. Cost $36.31 Unrealized +51.1%
F FORD MOTOR CO 0.1%
Value ($000) $0 Shares 17,324 Est. Cost $10.18 Unrealized +2.6%
UUUU ENERGY FUELS INC 0.1%
Value ($000) $0 Shares 32,000 Est. Cost $7.74 Unrealized -32.8%
BHC BAUSCH HEALTH COS INC F 0.1%
Value ($000) $0 Shares 19,568 Est. Cost $24.17 Unrealized -72.7%
SOLARWINDS CORP 0.1%
Value ($000) $0 Shares 12,031 Est. Cost $14.82 Unrealized
OBE OBSIDIAN ENERGY LTD 0.1%
Value ($000) $0 Shares 25,881 Est. Cost $7.70 Unrealized -13.0%
PAGAYA TECHNOLOGIES LTD -A 0.1%
Value ($000) $0 Shares 11,879 Est. Cost $0.00 Unrealized
METC RAMACO RESOURCES INC-A 0.1%
Value ($000) $0 Shares 10,000 Est. Cost $17.42 Unrealized -31.5%
CLSK CLEANSPARK INC 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $13.90 Unrealized -8.6%
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 10,152 Est. Cost $21.85 Unrealized
JRNGF JOURNEY ENERGY INC F 0.0%
Value ($000) $0 Shares 33,500 Est. Cost $0.00 Unrealized +43382.7%
ADAPY ADAPTIMMUNE THERAPEUTICS-ADR 0.0%
Value ($000) $0 Shares 11,180 Est. Cost $0.00 Unrealized